Packages Display Packages

This includes sessions from the conference: Corporate Finance, Controllers and Global Manufacturing Conferences 2019

Sessions Included:

Welcome & Introduction | The Future of Work: Preparing to Shape and Lead Tomorrow's Workforce (Nov 18, 2019 01:00 PM)

Machine Learning/AI (Nov 18, 2019 04:20 PM)

E-commerce - Doing Business on Amazon (Nov 18, 2019 04:20 PM)

Optimizing Inventory in the Omnichannel World (Nov 18, 2019 04:20 PM)

Cost Accounting for Non-Cost Accountants (Nov 18, 2019 04:20 PM)

New SASB Standards: Financially Material Sustainability Disclosures (Nov 19, 2019 07:00 AM)

Thriving in the Age of Change (Nov 19, 2019 07:00 AM)

What's New for Financial Controllers in Excel (Nov 19, 2019 07:00 AM)

Announcements and Introduction | Economic Update (Nov 19, 2019 07:55 AM)

Maximizing Your Effectiveness as a Financial Thought Leader (Nov 19, 2019 09:25 AM)

FASB & SEC Update (Nov 19, 2019 09:25 AM)

Fraud Prevention - A CFO's Perspective (Nov 19, 2019 11:10 AM)

Digital Transformation - Robotics (RPA) (Nov 19, 2019 01:25 PM)

Do I Have What it Takes to Succeed in Today's Environment? (Nov 19, 2019 01:25 PM)

Digital Readiness & Talent Development (Nov 19, 2019 03:10 PM)

Driving Global Supply Chain Effieiciencies in Today's Hyperconnected World (Nov 19, 2019 03:10 PM)

Finding the Right KPI's for Your Business (Nov 19, 2019 03:10 PM)

Organizational Change, Including Collaboration with Business Partners (Nov 19, 2019 03:10 PM)

Growing Pains of Finance Professionals & Stories from Start Ups (Nov 19, 2019 04:10 PM)

Trade, Tariffs, & Taxes (Nov 19, 2019 04:10 PM)

CFO Chat - Partnering with the CFO (Nov 19, 2019 04:10 PM)

Lease Implementation (ASC 842) (Nov 19, 2019 04:10 PM)

Our Nation's Financial Crisis (Nov 20, 2019 07:00 AM)

Best Practices for the Modern, Strategic Controller (Nov 20, 2019 07:00 AM)

The Evolution of Accounting and Finance to Add Value, TODAY (Nov 20, 2019 07:00 AM)

Lease Accounting 2020 (Nov 20, 2019 07:00 AM)

Selecting and Implementing the Right Technologies (Nov 20, 2019 08:00 AM)

Defining and Developing Best in Class Logistics Metrics (Nov 20, 2019 08:00 AM)

Managing Health Care Plans - Innovations and Impact of ProActive Plan Management on Financials (Nov 20, 2019 08:00 AM)

Scenario Analysis in Forecasts, Plans and Capital Investment Decisions (Nov 20, 2019 09:25 AM)

ERP: How to Succeed and Create Lasting Value (Nov 20, 2019 09:25 AM)

M&A Integration (Nov 20, 2019 09:25 AM)

How Power BI Made Disparate Systems "Play Nice" with Each Other (Nov 20, 2019 09:25 AM)

Transformational Leadership (Nov 20, 2019 11:10 AM)


Cost Accounting

Nov 18, 2019 8:00am ‐ Nov 18, 2019 12:00pm

Identification: CMF19101

Cost accounting identifies the essential data for manufacturing managers to measure and evaluate performance through planning and controlling costs, costing products and services, and providing information to customers. This session will cover the basic concepts and strategies associate with various types of costs and costing systems. This session will also focus on the concepts and theories of pricing strategies and the impact and alignment with cost accounting. Attendees will be provided with insight into trends, challenges and opportunities as these decisions lead to financial accounting and taxation implications. The session will cover the following key elements:

  • Types of costs and their impact on cost accounting practices
  • Cost based pricing versus market based pricing
  • Pricing strategies and their obstacles
  • Tax impact of cost accounting practices

Modern Excel & Power BI: Microsoft's Revolutionary Tools for Analysis & Reporting

Nov 18, 2019 8:00am ‐ Nov 18, 2019 12:00pm

Identification: CMF19103

Did you know that Microsoft has quietly been turbocharging Excel by integrating industrial-strength Business Intelligence and Reporting engines into it? Did you know that these new capabilities are 100% built for YOU, and that you can be successful with them in your first day? This session will empower attendees with absolutely game-changing Excel-based tools that dramatically accelerate data-driven decisions. In the session, attendees will experience an end-to-end walkthrough of these tools, including multi-data source import, rapid data shaping and cleansing, the creation of “portable” formulas that can be re-used across all subsequent analysis, and the construction of insightful reports and dashboards.

Target Audience: This session will be geared towards anyone who performs financial planning and analysis in Excel and is looking to simultaneously make smarter decisions while eliminating repetitious, manual labor. Anyone who is responsible for forecasting, analysis, and budgeting will find this introduction (to the tools listed below) to be quite literally a life-changing event. 

Minimum Requirements for Session: Attendees may opt to simply “observe and absorb” this session, or may also opt to follow along with it on their own laptops.

  • Excel 2013 with Power Pivot and Power Query installed
  • Excel 2016 Professional or higher
  • Excel 2010 with Power Pivot installed
Learning Objectives:
  • Full overview of the Microsoft Power BI suite
  • New tools and skills that can dramatically improve Excel based forecasting and budgeting
  • Clear and tangible ROI you can take back to your business immediately
  • Knowledge and assistance from a thought leader in the Power BI world

Welcome & Introduction | The Future of Work: Preparing to Shape and Lead Tomorrow's Workforce

Nov 18, 2019 1:00pm ‐ Nov 18, 2019 2:25pm

Identification: CMF1901

We live and work in a world where customer demands are increasing, technology is enabling and disrupting business, and talent trends continue to change how today's workforce operates. It is critical to have the right capabilities to serve our customers, by reimagining how we work across our organizations, in order to maintain competitive advantage. As CPAs and leaders, we will lead our organizations into the future. What will the company of the future look like? What skills do our employees have today, and what are the skills future employees will need? The Future of Work is a journey without an end and will require continuous improvement and transformation. Richard Hummers, SVP, Head of Global Enterprise Services and co-lead of the Future of Work initiative at Prudential Financial, will share his experiences and perspectives on this highly relevant topic as this year's keynote speaker for the conference.

Learning Objectives:
  • Attendees will obtain insights into talent, technology and the Future of Work, including:
  • Investing in talent and career mobility through learning and re-skilling,
  • Transforming the way we use technology, data and automation,
  • Achieving significant efficiencies in our organizations.

Machine Learning/AI

Nov 18, 2019 4:20pm ‐ Nov 18, 2019 5:35pm

Identification: CMF1903

During this session, we will explore AI and ML solutions existing in accounting and finance. As well as, discuss how AI and machine learning will impact people, process and performance strategies. You will also gain a better understanding whether your team and organization are ready for AI and ML.

Learning Objectives:
  • Review existing uses cases around the application of AI & ML technologies in accounting & finance teams.
  • Deep understanding on how AI & ML will impact people, processes and technology adoption & readiness for accounting & finance teams.
  • What is the future of AI & ML application for high performance & partnership accounting & finance teams?

E-commerce - Doing Business on Amazon

Nov 18, 2019 4:20pm ‐ Nov 18, 2019 5:35pm

Identification: CMF1904

With about 50% of the e-commerce market share in the U.S., Amazon is an important sales channel and marketplace to understand. This session will include an overview of the different ways to sell on Amazon, the keys to succeeding on Amazon, and how advertising can improve sales momentum.

Learning Objectives:
  • Identify the different ways to sell on Amazon
  • Recognize the keys to succeeding on Amazon
  • Demonstrate how advertising on Amazon can improve overall sales momentum

Optimizing Inventory in the Omnichannel World

Nov 18, 2019 4:20pm ‐ Nov 18, 2019 5:35pm

Identification: CMF1905

Today's global economy and multi-channel buyer environments are challenging the order management and inventory management processes of most companies. The belief that one approach or methodology can be applied across the entire business is no longer true. Learn how to identify the various channels or value streams you have within your business. Most likely there are 4~6 channels that required different strategies for managing orders, inventory and pricing.

Learning Objectives:
  • What are the keys to successful inventory optimization in the omnichaennel world
  • How to use segmentation to optimize inventory

Cost Accounting for Non-Cost Accountants

Nov 18, 2019 4:20pm ‐ Nov 18, 2019 5:35pm

Identification: CMF1906

Cost accounting is a critical function and a key operational component for today’s successful producers and manufacturers. This session will cover basic cost accounting concepts and practices, theories of pricing, and the ways in which cost accounting can be used as a performance measure. In addition, attendees will learn how cost accounting interacts with financial accounting and income taxation concepts.

Learning Objectives:
  • Learn about the basic concepts and strategies associated cost accounting
  • Understand theories and practical applications of pricing strategies
  • Gain valuable knowledge surround the financial and tax accounting implications of cost accounting

New SASB Standards: Financially Material Sustainability Disclosures

Nov 19, 2019 7:00am ‐ Nov 19, 2019 7:50am

Identification: CMF19201

In November 2018 the Sustainability Accounting Standards Board (SASB) published a complete set of 77 globally applicable, industry-specific standards which identify the minimal set of financially material sustainability topics and their associated metrics for the typical company in an industry. These standards are designed to be cost-effective for companies to implement and decision-useful to both companies and investors.

This session will cover the Conceptual Framework and Rules of Procedure followed by SASB staff and Standards Board to develop these standards. It will also highlight the resources created for users, including the SASB Materiality Map®, the SASB Engagement Guide, the SASB Navigator online research platform, and the new SASB Implementation Guide for Companies.

Learning Objectives:
  • Understand the process followed by SASB staff and Standards Board to develop these standards.
  • Identify how to determine the sustainability-related issues most likely to affect long-term risks and value creation for your company.
  • Assess the management and disclosure of those issues and consider how your organization can use the SASB standards to inform and enhance engagement with stakeholders.

Thriving in the Age of Change

Nov 19, 2019 7:00am ‐ Nov 19, 2019 7:50am

Identification: CMF19202

A progressive shift is taking place within organizations. Visionary companies are turning to finance automation tools to increase efficiency, improve accuracy, and decrease risk. This new approach unleashes accountants to be more proactive, focus on complex and judgmental areas, and drive strategic business decisions.

This is what the future of accounting looks like: processes are automated, data is connected, and the role of the accountant is elevated. The accounting team's value expands beyond manual tasks and repetitive checklists to proactive analytics and earning a seat at the (decision-making) table. And now, empowered teams are achieving an accelerated and more accurate close faster than ever before.

Learning Objectives:
  • Leverage leading practices to gain a better utilized, more efficient organization that focuses on risk management, compliance, and data analytics
  • Rapidly transform the way Accounting and Finance work to reduce less rewarding tasks and engage top talent
  • Understand the power of automation and how it provides the foundation for future growth

What's New for Financial Controllers in Excel

Nov 19, 2019 7:00am ‐ Nov 19, 2019 7:50am

Identification: CMF19203

For our Finance users, we discuss a breadth of new Excel features that capitalize on Artificial Intelligence, Business Intelligence and modern spreadsheeting: Power Query enhances self-service business intelligence (BI) for Excel with an intuitive and consistent experience for discovering, combining, and refining data across a wide variety of sources. Intelligent cloud-backed Office365 features such as Stocks and Geography data types open up Excel to recognize more than text and numbers and Ideas in Excel helps you identify interesting trends and patterns in your data, providing charts with formatting and titles as well as accelerating data analysis and understanding. Dynamic arrays revolutionize the modern spreadsheeting experience. With a set of new charts and our one-click forecasting feature, we've added more capabilities to reduce the work to get the desired visualizations or analysis.

Learning Objectives:
  • Learn more about new functionality you can leverage for your analysis in Microsoft Excel.
  • Continue to master your knowledge and expertise in Excel.