How to Implement Diversity & Inclusion Initiatives in Your Workplace - A Review of the WIEC CPA Firm Pilot Program

Nov 7, 2019 11:40am ‐ Nov 7, 2019 12:30pm

Identification: WOM1912

This session will explore the approach panelists used to engage male leaders, make the business case and navigate challenges in successfully implementing diversity and inclusion initiatives in their organizations.

Learning Objectives:
  • Learn from individuals who have successfully implemented diversity and inclusion initiatives in their organizations.
  • Learn more about available AICPA resources and assistance in developing diversity and inclusion initiatives in your organization.

Crypto Curious? Blockchain in Finance & Accounting

Nov 7, 2019 11:40am ‐ Nov 7, 2019 12:30pm

Identification: WOM1913

Natalia Ameine of Crypto Chicks and Ron Quaranta, Chairman of the Wall Street Blockchain Alliance will breakdown blockchain and cryptoasset management for the finance & accounting role. This session is focused on removing fear of the unknown while encouraging you to take a more active lead in the area of blockchain technologies.

Learning Objectives:
  • Understand how cryptoasset management is impacting accounting firms today with practical application use-cases.
  • Learn about real word examples of how organizations are using Blockchain to enable a distributed, transparent, autonomous system to exchange value.
  • Identify different applications of Blockchain technology.

Leading the Shift: Leadership for Financial Professionals in the 21st Century

Nov 7, 2019 1:45pm ‐ Nov 7, 2019 2:35pm

Identification: WOM1915

Today’s reality is that leadership requires people with high levels of awareness and emotional intelligence who can empower, engage and align the team members. In a world of business talk and strategic think, Jeff is a rare voice for a new way of leading. Attendees will connect to a transformational leadership model designed to help anyone improve their leadership skills and enhance their personal and team effectiveness and execution. Attendees leave the session with new communication and accountability tools, team engagement and alignment strategies, and tactics to improve self-accountability and execution. This program is especially value for financial professionals looking to address the critical issues of attracting, engaging and managing teams and people.

Learning Objectives:
  • Leadership shifts for engagement and impact
  • Differently navigating emotions for better communication
  • Tools for putting the power back into empowerment
  • Embracing and building a feedback culture

Boards - 2020 and Beyond

Nov 7, 2019 1:45pm ‐ Nov 7, 2019 2:35pm

Identification: WOM1916

Boards 2020: What’s changed over the past several years, what’s expected from a board member, and what you can do to prepare to be board ready.

Learning Objectives:
  • How to prepare to get on a board.
  • How to be an effective board member.

The Human Behind the Numbers: What Matters Most at Work

Nov 7, 2019 1:45pm ‐ Nov 7, 2019 2:35pm

Identification: WOM1917

As the workforce continues to change and the talent race heats up, offering employees meaningful experiences and opportunities to grow, learn and contribute has become more important than ever. Culture either happens by default or is created intentionally, and companies that commit to intentionally developing their cultures are recruiting, retaining and engaging their employees. What does it take to be recognized as a best place to work and to create a culture that draws in and retains employees? In thriving workplace cultures and at employers of choice, employees feel valued, inspired, and connected to their work and coworkers. For employers, engaged, thriving employees means a competitive business advantage, including improved employee engagement and retention, increased creativity and innovation, improved leadership effectiveness, and stronger, more cohesive leadership teams. Sharing lessons and insights from top workplaces, we’ll explore the power supporting the humans behind the numbers.

Learning Objectives:
  • Identify the three keys to employee engagement
  • Discover the specific traits needed for future-ready, human leaders in the profession
  • Learn innovative, practical and actionable strategies for fostering connection and engagement at your workplace

Succession Planning: Building Leaders of Tomorrow

Nov 7, 2019 2:45pm ‐ Nov 7, 2019 3:35pm

Identification: WOM1918

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.

Learning Objectives:
  • 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

Achieving Your Highest Priorities

Nov 7, 2019 2:45pm ‐ Nov 7, 2019 3:35pm

Identification: WOM1919

Do you feel like a majority of your time is spent managing crises? At the end of the day are you completely drained of energy and unable to accomplish anything of real significance? We live in a time sensitive world where overlapping commitments are the norm and the line between what’s urgent and important are inevitably blurred. This interactive session will help reset your internal compass to manage responsibilities, focus on quality work, and maintain positivity.

Learning Objectives:
  • Understand the difference between urgent and important.
  • Minimize and effectively manage crisis.
  • Find balance between personal and professional demands.
  • Eliminate time wasters and other low priorities.

Women in the Profession Update

Nov 7, 2019 2:45pm ‐ Nov 7, 2019 3:35pm

Identification: WOM1920

The accounting profession continues to evolve and the role that women play in our profession has become more relevant over the years. But the question we should be asking is whether women in leadership roles have progressed in our profession at an acceptable rate. Are women taking their place at the executive levels, and if not, how can we make that happen? We will look at the current gender trends in our profession and explore challenges and strategies to further the goal of women in leadership.

Learning Objectives:
  • Latest updates on state of gender diversity in the profession;
  • Cover strategies to help women advance in their organization;
  • Discuss opportunities to help organizations engage and retain a more diverse talent pool;
  • Showcase AICPA resources that organizations and individuals can leverage from.

Women and Organizations Who Lead

Nov 7, 2019 4:05pm ‐ Nov 7, 2019 5:20pm

Identification: WOM1921

As a woman, leading teams and accomplishing tasks involves confidence, setting expectations and accomplishing the goals set forth by the leader. During this session we will discuss ways in which women today are leading in the accounting industry and how we can help others step up and join the fight for women in leadership positions.

Learning Objectives:
  • Understand the importance of women in the accounting industry and how you can make your mark.
  • Learn about women in the space who are leading and how they did it.

Business Development and You, Leading Client Engagement

Nov 7, 2019 4:05pm ‐ Nov 7, 2019 5:20pm

Identification: WOM1922

Sales is not something that comes naturally to most CPAs, and unfortunately the skillsets needed to grow a business extend far past the firm leaders. In this session, we will take a look at what you can do to shift the mindset within your organization to build a business development machine. Learning from founders of the companies accepted into the AICPA/CPA.com Accelerator program, and Kim Orlesky, a passionate sales thought-leader – we will dive into what makes organizations successful in building a team focused on growth.

Learning Objectives:
  • Top Questions Leaders Always Ask in Client Engagement Meetings
  • How to Upskill Talent to Grow Your Business
  • Understand the Key Components of the Business Development Mindset