CFO Conference 2020

Sep 16, 2020 ‐ Sep 18, 2020



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 adaaccessibility@aicpa-cima.com 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. 


Sessions

Cannabis in the Workplace: Learn the Law and Best Practices

Sep 17, 2020 1:20pm ‐ Sep 17, 2020 2:10pm

Identification: CFO2009

Operation Prerequisites: 3-5 years in the profession

Operation Alertness Issued: 4

Operation Alertness Required: 3

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 50

Operation Credits: 1

Operation Credit Type: Business Law

Operation Level: Intermediate

Operation Advanced Prep: None

Are you a unsure on how to handle cannabis in the workplace? Although cannabis is legal in some states, it is not legal under federal law. What should employers do to protect themselves and to ensure compliance with state and federal laws? Find the answer to this question, and many more, during this practical presentation that will include an overview of the state and federal laws for recreational and medical marijuana use in the workplace.

Learning Objectives:
  • Leave this presentation with an understanding of what is required by law for compliance in order to avoid potential legal pitfalls
  • Recognize the employer’s duty to accommodate medical marijuana use in the workplace, drug testing and workplace policies
Speaker(s):
  • Todd Wulffson, J.D., Orange County Office Managing Partner, Carothers DiSante & Freudenberger LLP
Tags: Concurrent
Category: Concurrent Session (Online)
Standard: $49.00

Accounting UpdateAccounting Update

Preview Available

Accounting Update

Sep 17, 2020 2:25pm ‐ Sep 17, 2020 3:40pm

Identification: CFO2010

Operation Credit Type: Accounting

Operation Level: Update

Operation Prerequisites: 1-2 years in the profession

Operation Advanced Prep: None

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 75

Operation Credits: 1.5

Operation Polling: 1

The Accounting update will focus on recently issued FASB pronouncements including lessons learned on Topic 606 (revenue recognition) and Topic 842 (lease accounting including its delayed effective date for certain entities), Presentation of Financial Statements for Not-for-Profit Entities (ASU 2016-14), and Topic 815 Derivative and Hedging updates and FASB goodwill impairment model changes.

Learning Objectives:
  • Describe and apply new accounting standards with the benefits of lessons learned
  • Obtaining the most recent guidance from the FASB and SEC on new applying and disclosure
Speaker(s):
Tags: Concurrent
Category: Concurrent Session (Online)
Standard: $49.00

Lessons Learned During COVID-19

Sep 17, 2020 2:25pm ‐ Sep 17, 2020 3:40pm

Identification: CFO2011

Operation Prerequisites: 3-5 years in the profession

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 75

Operation Credits: 1.5

Operation Credit Type: Business Management & Organization

Operation Level: Intermediate

Operation Advanced Prep: None

Operation Polling: 1

Sharing the experiences of four CPAs with diverse business and geographic experiences, this session will explore the challenges the panelists have faced during COVID-19 and steps they took to overcome these obstacles including but not limited to issues related to staffing, technology, supply chain, banking and financial matters . The panelists will discuss how they are addressing these challenges and the implications to their businesses currently and in the future.

Learning Objectives:
  • Describe and explain tactics used to deal with technological challenges brought about by COVID-19
  • Explain the complex challenges of human management during an unprecedented crisis including remote workforce, health and family issues, managing productivity and talent, and aiding participants in developing good policies and practices to support a productive and safe workplace.
  • Illustrate the challenges to the financial health of your business
  • Interpret how all these issues impact and change our views on managing our business in “more normal times”
  • Prepare to employ a game plan for the “next crisis”
Speaker(s):
  • Brian Dumbill, BA, FCMA, CGMA, SVP & Chief Risk Officer, Volvo Financial Services
  • Ralph B. Bender, CFO, CPA, Chief Financial Officer, Manship Media
  • Misty Geer, CPA, CGMA, CMA, USA Financial Controller, Brunel Energy, Inc.
  • Summer Redmon, CPA, Senior Director of Finance and FP&A, Vera Whole Health, Inc.
Tags: Concurrent
Category: Concurrent Session (Online)
Standard: $49.00

Better Planning and Greater Accountability by Moving Beyond Budgets

Sep 17, 2020 4:10pm ‐ Sep 17, 2020 5:00pm

Identification: CFO2012

Operation Prerequisites: 3-5 years in the profession

Operation Alertness Issued: 4

Operation Alertness Required: 3

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 50

Operation Credits: 1

Operation Credit Type: Finance

Operation Level: Intermediate

Operation Advanced Prep: None

Operation Polling: 1

Operation Cgma Essentials: 1

Today's fast changing world requires CFOs to drive better planning and greater accountability. Doing so requires moving beyond traditional budgeting tools that are no longer fit for purpose. This session shows how leading edge CFOs are using new faster, more effective approaches to overcome these challenges to achieve better results.

Learning Objectives:
  • Examine why traditional budgeting practices lead to suboptimization and "an envinerating exercise in minimization"
  • Explore what new approaches are being used to actually achieve better planning and greater accountability
  • See how companies like Holt CAT, Velux and LT Apparel have moved beyond budgets to live future ready
Speaker(s):
Category: General Session (Online)
Standard: $49.00

Black Swan Events – Planning for Uncertainty and the New Normal

Sep 17, 2020 5:10pm ‐ Sep 17, 2020 6:00pm

Identification: CFO2013

Operation Alertness Issued: 4

Operation Prerequisites: 3-5 years in the profession

Operation Alertness Required: 3

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 50

Operation Credits: 1.0

Operation Credit Type: Business Management & Organization

Operation Level: Intermediate

Operation Advanced Prep: None

Operation Polling: 1

Operation Cgma Essentials: 1

This session provides an overview of how Aramark, a global company, with 280,000 associates planned for dealing with this pandemic as well as how an agile yet resilient business model has prepared the Company for dealing with the new normal post COVID-19. Survey results from thousands of our consumers, opportunities for business growth as well as lessons learned along this journey from our global operations will be discussed in this session.

Learning Objectives:
  • Recognize the key building blocks to plan for and manage a crisis such as the COVID-19 pandemic
  • Learn the tools and strategies used to keep associates and their families safe
  • Share real time opportunities in the new normal that can help accelerate business growth
  • Discover key ingredients for business success in the future
Speaker(s):
Category: General Session (Online)
Standard: $49.00

Finance 3.0: Beyond Data-Driven (Sponsored by Sage Intacct)

Sep 18, 2020 10:00am ‐ Sep 18, 2020 10:50am

Identification: CFO20204

Operation Credit Type: Finance

Operation Level: Intermediate

Operation Prerequisites: 3-5 years in the profession

Operation Advanced Prep: None

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 50

Operation Credits: 1

Operation Alertness Issued: 4

Operation Alertness Required: 3

From big data and artificial intelligence (AI) to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever. Today, it takes a data-driven finance leader - someone who understands and embraces the promise and power of technology - to navigate this exciting, uncertain future. Attend this session and hear how Sage Intacct customers became data-driven finance leaders that proactively drove strategy and improved operations.

Learning Objectives:
  • The technologies and skills you need to move to a digital, data-driven world
  • How to graduate from Finance 1.0 and thrive in Finance 2.0
  • When you should automate and when you shouldn't
  • How AI and machine learning enables Finance 3.0
Speaker(s):
Category: Early Riser (Online)
Standard: $49.00

Final Remarks & Navigating the Covid-19 Unnatural Disaster

Sep 18, 2020 11:00am ‐ Sep 18, 2020 12:15pm

Identification: CFO2014

Operation Credit Type: Economics

Operation Level: Intermediate

Operation Prerequisites: 3-5 years in the profession

Operation Alertness Issued: 6

Operation Alertness Required: 4

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 75

Operation Credits: 1.5

Join this session for an update on the state of the economy, challenges, and discussion of what’s ahead.

Learning Objectives:
  • Discuss key economic issues for 2020
  • Assess the likelihood of a sustained expansion
  • Summarize the interest rate outlook
Speaker(s):
  • James Glassman, PhD, Managing Director & Head Economist, Commercial Bank, JPMorgan Chase & Co.
Category: General Session (Online)
Standard: $49.00

Keynote: Combining Innovation and Managing Risk in an MLB Team

Sep 18, 2020 12:45pm ‐ Sep 18, 2020 1:35pm

Identification: CFO2015

Operation Credit Type: Business Management & Organization

Operation Level: Basic

Operation Prerequisites: 1-2 years in the profession

Operation Advanced Prep: None

Operation Alertness Issued: 4

Operation Alertness Required: 3

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 50

Operation Credits: 1

Operation Cgma Essentials: 1

Baseball is one of America's oldest pasttimes - how do longstanding traditions mix with innovation? How has viewership of the game changed for the diverse set of fans, from the very young to the very old? Every business has risk - what are some of the unique risks to operating a MLB team?

Learning Objectives:
  • Discover how technology has changed the game, from player acquisition and development to how fans enjoy the game
  • Learn about the unique risks and responses to same for a Major League Baseball team
Speaker(s):
Category: General Session (Online)
Standard: $49.00

Latest Threats in the Cybersecurity Landscape & Risk Management Strategies

Sep 18, 2020 1:50pm ‐ Sep 18, 2020 2:40pm

Identification: CFO2017

Operation Prerequisites: 1-2 years in the profession

Operation Alertness Issued: 4

Operation Alertness Required: 3

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 50

Operation Credits: 1

Operation Credit Type: Information Technology

Operation Level: Basic

Operation Advanced Prep: None

Operation Polling: 1

Operation Cgma Essentials: 1

As new Cyber Security threats continue to emerge, the ongoing challenges around proper risk mitigation remain a dynamic obstacle for both organizational leadership and individual users. Understanding and anticipating both technical and non-technical threats are key to managing the risks associated with a breach of confidential data.

This session will cover the latest Cyber Security threat landscape and the risks and challenges that professionals faces in collecting, storing, processing and safeguarding sensitive information. Topics will include InfoSec governance, current Cyber Security threats/risks/mitigation, cloud/vendor risk management, incident response and cyber liability insurance. The session will also include strategies for personally protecting your digital information.

Learning Objectives:
  • Engage in a collaborative discussion to increase awareness around cyber security risks and threats
  • Discover cybersecurity risk mitigation tactics
  • Identify senior management and board responsibilities pertaining to information security governance and incident response
  • Discuss other technology trends and related security considerations
Speaker(s):
  • Steven Ursillo, CPA, CISSP, CISA, Partner | National Leader Information Assurance and Cybersecurity, Cherry Bekaert
Tags: Concurrent
Category: Concurrent Session (Online)
Standard: $49.00

When Good Leaders Lose Their Way

Sep 18, 2020 3:10pm ‐ Sep 18, 2020 4:00pm

Identification: CFO2018

Operation Credit Type: Behavioral Ethics

Operation Level: Intermediate

Operation Prerequisites: 3-5 years in the profession

Operation Advanced Prep: None

Operation Alertness Issued: 4

Operation Alertness Required: 3

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 50

Operation Credits: 1

Operation Cgma Essentials: 1

Mark's presentation has a strong emphasis on corporate culture, ethics and compliance. This topic is an important personal and business ethics lesson about "doing the right thing" and the need to focus on the "long term." His presentation is extremely entertaining as he actively engages his audience about how he wore a wire for the FBI everyday traveling the globe for three years in one of the largest white-collar crime cases in U.S. history. But, his story is also about hope, family commitment, redemption and second chances, and a wonderful example of a family overcoming extreme adversity, against all odds.

Learning Objectives:
  • Learn the warning signs of a flawed corporate culture
  • Discover how fraud (embezzlement) and price fixing were both concealed for several years and what the company could have done to expose and possibly prevent the fraud much earlier
  • Explain U.S. laws that have recently changed in terms of whistleblower protection
Speaker(s):
  • Mark Whitacre, PhD, Executive Director, Coca Cola Consolidated, Inc.
Category: General Session (Online)
Standard: $49.00
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