CFO Conference 2019

Apr 24, 2019 ‐ Apr 26, 2019

During the AICPA's 2019 CFO Conference, we will focus on the profound changes shaping the world today, insights into what tomorrow will hold and how you can respond as a CFO, with better, more strategic decisions.

The C-Suite perspective serves as the foundation of every session, where we will examine what's coming down the line in tax reform, strategic planning, risk management, technological changes, and much more. You’ll leave Chicago with a thoughtful course of action, one that will lead to success in the year ahead and beyond.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately. 

Packages Display Packages

Standard: $299.00


Build A High Performance Culture: Create Driven Employees

Apr 24, 2019 8:00am ‐ Apr 24, 2019 11:30am

Identification: CFO19101

This hands-on workshop will take you through the fundamentals of building a High Performance Culture in your organization.

In this workshop you will learn and apply strategy cascading tools to ensure clarity down to the team and individual level. You will learn the concepts and then how to build intrinsic motivators (purpose, mastery, progress, autonomy and socialization), along with applying game mechanics, to create a solution that will drive employee engagement in your organization. You will then see how to build daily dashboards that make strategy everyone’s everyday job.

Individuals will be able to clearly understand (and feel proud of) their purpose, see their progress, make autonomous decisions aligned to strategic success, and talk to others about their work!

  • Understand the latest developments in cascading strategy to teams and individuals
  • Learn how to apply intrinsic motivators
  • Understand how to apply game mechanics to make work more compelling
  • Discover the new ways of managing the organization and having performance conversations

Standard: $79.00

Not Everyone Works Like You Do - How To Detect And Work Well With Different Work Styles

Apr 24, 2019 8:00am ‐ Apr 24, 2019 11:30am

Identification: CFO19102

We all have those people in our work life who we find particularly difficult to work with. Perhaps they drain our energy, or we have challenges in our communications and collaborations. Oftentimes, this is no one's fault, but rather a difference in work styles. In this highly-interactive session, participants will learn about the 4 basic work style types and the science behind them. They will participate in an interactive exchange with other participants to learn how to adjust to another's work style that is different than their own and how others can best provide what they need in order to be engaged and effective. Finally, they will learn and practice to detect work style preference in others. Each participant will walk away with a personalized assessment booklet indicating their preferred work style and detailed information on related strengths and challenges. Expect increased awareness of work styles and, with concerted application of the learnings from the workshop, significantly more effective interactions with everyone you lead and with whom you work. If getting the best out of all those around you is important, this workshop is for you.

  • Learn what workstyles are and how they impact team success.
  • Learn what your preferred work style is.
  • Develop an appreciation for the value of work styles different than your own.
  • Learn how to detect and adjust to to others' preferred work styles to get the best results.

Standard: $79.00

Welcome and Introduction & Prevent Cyber-Attacks: What Accounting Professionals Need to Know

Apr 24, 2019 12:30pm ‐ Apr 24, 2019 1:30pm

Identification: CFO1901

Accounting professionals depend upon technology to practice their profession. It is tragic that unauthorized individuals, and even organizations, focus their efforts on obtaining access to the sensitive information that is entrusted to you. However, there are a few important and inexpensive steps that add powerful protection into your systems.

  • Proven core strategies, using resources that you already own, that will propel your cyber safety to new levels.
  • Take-home value: Key steps for accounting professionals to dramatically increase the security of the information entrusted to them.

Standard: $49.00

Succession Planning iconSuccession Planning

Preview Available

Succession Planning

Apr 24, 2019 4:15pm ‐ Apr 24, 2019 5:05pm

Identification: CFO1904

Legendary business executive Jack Welch said, “Talent management deserves as much focus as financial capital management in corporations.” There are few concepts in business as misunderstood as succession management. For a lot of companies, succession management is an annual event that often happens behind closed doors. A common misconception about succession management is that it’s a quick fix, or a process that happens once per year or on the heels of a change in leadership. Some people understandably believe it’s replacement planning. If you don’t get it right, don’t even think about attracting and retaining millennials and Gen Z’s. This session will provide insights into the business case for succession management and how to build a plan that is simple, comprehensive and serves as a talent retention tool.

  • Understand the difference between succession planning/management and replacement planning.
  • Learn how to build a simple yet comprehensive succession plan.
  • Learn how to use succession planning as a talent retention tool.

Standard: $49.00

Sound Benefit Strategies iconSound Benefit Strategies

Preview Available

Sound Benefit Strategies

Apr 25, 2019 7:00am ‐ Apr 25, 2019 7:50am

Identification: CFO19201

Healthcare premiums have spiraled out of control - continually rising with no relief in sight. As a result, employers have needed to shift all or part of these costs to employees. With wages rising slowly puts great pressure on a company's workforce. How do we manage this imbalance? This is where CFO's, Controllers, and finance can play a major role - knowing the numbers and having an input on a successful strategy. In this session, Anthony Carlozo of Trion will present what elements are needed to have a sound benefit strategy and what levers employers can evaluate to make an impact on price.

  • Understanding Industry benchmarks and cost drivers.
  • Elements & Data needed for a sound benefit strategy.
  • Strategies and Considerations Employers are evaluating to contain costs.

  • Anthony Carlozo, Senior Employee Benefits Consultant, Marsh McLennan Agency LLC
Standard: $49.00

A Financial Approach to Reducing Real and Personal Property Tax: What To Do, Not Do, and When

Apr 25, 2019 7:00am ‐ Apr 25, 2019 7:50am

Identification: CFO19202

Property Tax is a burden many financial professionals believe they just have to pay as a cost of doing business in the United States. This cost is a direct to the bottom-line expense and directly affects a company’s profitability at every level. Often, CFO’s and financial professionals don’t realize the thousands of dollars they could save annually if they were to strategize and form a plan with regards to their real and personal property taxes proactively versus defensively. There are many mistakes made by not having in-depth knowledge of this field and thus there is a crucial need for CFOs and finance teams to plan an approach property tax as a savings initiative and drive bottom line growth.

  • In this session, you will understand: Savings strategies to take as the CFO and finance team to drive bottom line growth.
  • The mistakes often made by organizations that actually increase their tax liability.
  • Tips for timing to maximize savings with regards to property tax.
  • Why you need to plan if you want to gain an advantage on competitors.

Standard: $49.00

Welcome and Introduction & Risk Management

Apr 25, 2019 7:55am ‐ Apr 25, 2019 8:50am

Identification: CFO1906

Our host city for the 2019 AICPA CFO Conference, Chicago, is home to two international airports – Midway and O’Hare – making it one of the largest and busiest airport systems in the country. The global access created by Chicago’s airports continue to make the City of Chicago economically and logistically appealing for business. The airports are self-sustaining, and, combined, generate an estimated $60 billion in annual economic activity for the region. With that size and complexity comes a unique case study in risk management. As an introduction to our conference and the City of Chicago, Reshma Soni will discuss her personal experiences with CDA and her previous appointments with the City of Chicago in this fast paced, high risk environment.

  • Understand the key risks and challenges in providing oversight of a major modernization effort of Chicago’s major airports while managing the operations of the Aviation Department.
  • Understand the skills deployed in transforming Chicago’s procurement process through increased transparency and innovation, including strengthening and streamlining opportunities for small, minority and women-owned businesses.

  • Reshma Soni , CPA, Chief Financial Officer , Chicago Department of Aviation
Standard: $49.00

Alignment of the Board and C-Suite (CFO) Agendas for Better Strategic Execution

Apr 25, 2019 9:00am ‐ Apr 25, 2019 10:15am

Identification: CFO1907

A panel of 4 individuals (2 Board members and 2 CFOs) to discuss the Board’s oversight strategies and the most effective way to bridge the gap between what the two executive levels deem to be challenges facing organizations or opportunities for the organization.

  • Discuss strategies from the Board’s perspective regarding effective board oversight of the key risks/challenges and key strategies/opportunities facing the organizations they serve.
  • Discuss strategies from management’s perspective around optimizing alignment and bridging any gaps between management’s view and the board’s view of the organization’s key risks/challenges, key strategies/opportunities, and the risk appetite required to achieve key strategies.

Standard: $49.00

HR Update iconHR Update

Preview Available

HR Update

Apr 25, 2019 9:00am ‐ Apr 25, 2019 10:15am

Identification: CFO1908

Annual update on HR issues from legal perspective.

  • Stay abreast of legal developments in employment.
  • Identify possible areas of risk in your organization.

Standard: $49.00

Manage Risk and Reward: Building a Better Scorecard

Apr 25, 2019 10:45am ‐ Apr 25, 2019 12:00pm

Identification: CFO1909

Risk eats strategy for breakfast… but all risks are the offspring of strategy. More simply, every strategic decision both creates new risks and reduces other risks. Without seeing your strategy and/or risks in context of each other – and in near real-time, you are flying blind as you make your day-to-day decisions.

This session reviews the Strategic Risk Scorecard that was designed specifically for the AICPA and was licensed to other accounting firms, such as CPA Canada. It will show how you can link risk and performance in a reliable, repeatable and standardized process so all business units can see and pro-actively manage risks and rewards.

  • Learn how to develop a scorecard that captures your strategy and your risks.
  • Understand how to set strategic priorities for your business to focus on what matters .
  • Identify how to align and integrate the strategic priorities and risks in your organization to improve performance.

Standard: $49.00