AICPA and CIIPA Annual Summit for Accountants and Finance Professionals 2020

Dec 14, 2020 ‐ Dec 14, 2020



Sessions

Remarks from His Excellency the Governor

Dec 14, 2020 10:00am ‐ Dec 14, 2020 10:05am

Identification: C112001

Speaker(s):
Category: General Session (Online)

Welcome and Introductions (AICPA and CIIPA)

Dec 14, 2020 10:05am ‐ Dec 14, 2020 10:10am

Identification: C112002

Category: General Session (Online)

An Economic and Financial Update on the Cayman Islands

Dec 14, 2020 10:10am ‐ Jul 2, 2020 11:00am

Identification: C112003

The Honourable Minister for Finance and Economic Development will present an update on the current state of the economy of the Cayman Islands and the Government's finances.

Speaker(s):
Category: General Session (Online)

Professional UpdateProfessional Update

Preview Available

Professional Update

Dec 14, 2020 11:20am ‐ Dec 14, 2020 12:10am

Identification: C112004

Speaker(s):
Category: General Session (Online)

How to Market Post-COVIDHow to Market Post-COVID

Preview Available

How to Market Post-COVID

Dec 14, 2020 12:20pm ‐ Dec 14, 2020 1:10pm

Identification: C112005

Operation Credit Type: Marketing

Operation Level: Introductory

Wondering how you can grow your business this year? Don't have a dedicated marketing person? Struggling to make marketing work for your firm? Marketing and growing your business requires thoughtful activity to produce results. Many firms are wondering how to market amid COVID-19 and how to produce results. We will explore the most effective approaches for marketing and business development right now, tools you can use, and general best practices.

Learning Objectives:
  • Understand the most effective marketing and business development approaches
  • Understand what channels you should be using
  • Share tools and resources, you can use
Speaker(s):
Category: Concurrent Session (Online)

Attracting, Retaining and Managing Talent in a Virtual World

Dec 14, 2020 12:20pm ‐ Dec 14, 2020 1:20pm

Identification: C112006

Speaker(s):
Category: Concurrent Session (Online)

Cybersecurity Governance & Risk Management

Dec 14, 2020 1:30pm ‐ Dec 14, 2020 2:20pm

Identification: C112007

Operation Credit Type: Information Technology / Risk Management

Operation Level: Beginner

Operation Advanced Prep: None

As new Cyber Security threats continue to emerge, the ongoing challenges around proper risk mitigation remain a dynamic obstacle for organizational leadership. Organizational success is driven by its leaders and the culture they promote. This session will discuss continued and emerging governance expectations from leadership and the techniques used to focus risk management strategies. 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 applying Trust Service Principles and Criteria and other regulatory requirements into the security governance and risk management process.

Learning Objectives:
  • • Understand the current cybersecurity threat landscape
  • • Analyze the ongoing challenges for mitigating cybersecurity risks
  • • Identify strategies for the protection of digital information, including confidential data
  • • Understand the importance of cybersecurity governance and relevant maturity expectations within your organization
Speaker(s):
  • Steven Ursillo, CPA, CISSP, CISA, Partner, National Leader of Information Assurance & Cybersecurity, Cherry Bekaert LLP
Category: Concurrent Session (Online)

Self-Care and Mindfulness: Core Leadership Competencies

Dec 14, 2020 1:30pm ‐ Dec 14, 2020 2:20pm

Identification: C112008

Operation Credit Type: Personal Development

Operation Level: Basic

Operation Advanced Prep: None

Stress is not new to the CPA profession. However, COVID and other environmental factors have furthered the impact that stress is having on our lives. This course will look at the impact of stress and ways CPAs can leverage best practices in meditation and self-care to reduce stress and reach optimum levels of personal health. Attendees will leave with an action plan to implement self-care in their day to day activities. Like they say on airplanes, it is important to first put our own oxygen mask on before helping others. We'll learn to apply these techniques to create a healthy culture with leaders who truly lead by example and encourage others to take care of themselves so they can be their best selves in the office. 

Learning Objectives:
  • Recognize the physical and mental impact of stress
  • Describe how meditation and self care can be used as tools to improve wellbeing
  • Create a personal action plan to implement self care
Speaker(s):
Category: Concurrent Session (Online)

How to Say Anything to Anyone: Setting Expectations for Powerful Working Relationships

Dec 14, 2020 2:30pm ‐ Dec 14, 2020 3:20pm

Identification: C112009

Operation Credit Type: Business relationships and communication

Operation Level: Mid level

Operation Advanced Prep: None

Operation Archive: 1

You have a request for one of your co-workers but don’t know how to say it, so you don’t say anything. A project you worked on for six months has become a black hole. There is no information about the status. You’re frustrated, but you don’t say anything. Two employees aren’t working well together. It’s impacting the atmosphere on the team. You don’t know what to say, so you don’t say anything. Speaking up when we are frustrated is hard and, as a result, most of us don’t. Instead, either we tell other people (aka gossip) or we say nothing, and relationships become strained. You can say anything to anyone and have it be easy. You just need to lay the ground work to do so, and most of us don’t.

Learning Objectives:
  • Build trust in all of your business relationships, making it easier to say hard things.
  • Find out what the people you work with need from you, so you don’t have to guess.
  • Tell others what you need, making it more likely that your needs are met.
Speaker(s):
  • Shari Harley, MA, CSP, President and Founder, Candid Culture, Inc.
Category: General Session (Online)

Financial Services Regulatory Outlook

Dec 14, 2020 3:40pm ‐ Dec 14, 2020 4:30pm

Identification: C112011

Category: Concurrent Session (Online)
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