AICPA & CIMA CFO Conference 2021

May 5, 2021 ‐ May 7, 2021



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Packages Display Packages

This includes sessions from the conference: AICPA & CIMA CFO Conference 2021

Sessions Included:

Mental Toughness For Tough Times (May 07, 2021 12:00 PM)

Master Class: The Social CFO - How to Leverage Social Media (May 05, 2021 10:00 AM)

Welcome and Announcements & Keynote: Big Little Breakthroughs: How Small, Everyday Innovations Drive Oversized Results (May 05, 2021 12:00 PM)

Getting Our Mise en Place - Setting Our Table for the Future (May 05, 2021 01:30 PM)

Ecosystem Innovation Using Asset Light Strategies (May 05, 2021 02:50 PM)

Digital Transformation in Operational Risk and Internal Control (May 05, 2021 02:50 PM)

Accelerating Digital Skills and Technology for Finance Talent (sponsored by Workday) (May 06, 2021 10:00 AM)

Accelerating Your Financial Transformation Journey to Remain Agile and Competitive (sponsored by Adra by Trintech ) (May 06, 2021 10:00 AM)

Keynote: Wanted: Authentic, Congruent, and Bold Leaders for the Modern Era (May 06, 2021 11:00 AM)

A Washington Update: The First 100 Days and Ongoing Outlook for the 117th Congress (May 06, 2021 12:25 PM)

What Role Should CFOs Play in Advancing DEI? (May 06, 2021 01:45 PM)

Putting People First – Evolving the Approach to Developing Finance Talent (May 06, 2021 03:15 PM)

What CFO’s Should Know About the Changing Capital Markets Landscape (May 06, 2021 05:00 PM)

Human-Centric Digital Transformation for Finance Leaders (sponsored by Sage Intacct) (May 07, 2021 10:00 AM)

Using Corporate Performance Management to Improve Financial Results (sponsored by Prophix Software) (May 07, 2021 10:00 AM)

ESG Performance, Reporting and Assurance (May 07, 2021 01:45 PM)

Rethinking the Workplace Post-COVID (May 07, 2021 01:45 PM)

Navigating Fraud Risk in an eCommerce Environment (May 07, 2021 02:45 PM)

Robotic Process Automation: Just Another Overhyped Technology? (May 05, 2021 03:55 PM)

Are You Ready to Win in the Experience Economy? (May 05, 2021 03:55 PM)

The Economic and Financial Outlook: Improvements Against a Backdrop of Risk (May 05, 2021 05:15 PM)

IRS Updates: Noteworthy IRS Procedural Guidance, Operating Status and Enforcement Activities (May 06, 2021 03:15 PM)

Standard: $379.00

Sessions

Master Class: The Social CFO - How to Leverage Social Media

May 5, 2021 10:00am ‐ May 5, 2021 11:15am

Identification: CFO21BS01

Business is social and CFOs are jumping in to use these ‘social technologies’ to scan emerging trends, connect to customers and suppliers, attract talent, accelerate learning, develop thought leadership and influence their companies. This interactive session will show real examples of how CFOs can use social technologies like LinkedIn, Twitter, Facebook, YouTube, and others to elevate your game. Tom Hood will present research, case studies, innovative uses, and practical tips and techniques to get you started using these exciting tools and not let the tools use you!

Learning Objectives:
  • Identify the different types of social media and their application to the finance and accounting professional
  • Recognize how to scan emerging trends, connect to customers and suppliers, attract talent, accelerate learning, develop thought leadership, and influence their communities inside and outside their companies
  • Analyze real life case studies of actual usage of these tools for learning and collaboration
  • Determine how to use Twitter, LinkedIn and hashtag technology to capture and share insight from conferences, classes, articles and presentations
  • Recognize the power of hashtags in Twitter and LinkedIn to follow important topics
  • Demonstrate how to implement important social tools to use for learning and building relationships (Twitter and LinkedIn)
Speaker(s):
  • Tom Hood, CPA, CIPT, CGMA, EVP of Business Growth & Engagement, Association of International Certified Professional Accountants and Business Learning Institute
Category: Complimentary Bonus Session (Onsite and Online)
Standard: $49.00

Welcome and Announcements & Keynote: Big Little Breakthroughs: How Small, Everyday Innovations Drive Oversized Results

May 5, 2021 12:00pm ‐ May 5, 2021 1:25pm

Identification: CFO2101

According to the World Economic Forum’s latest “Future of Jobs” report, creativity is one of the most sought-after skills needed across industries and job roles. But is creativity really a skill that anyone can learn? Can we all be innovators? In this inspiring and actionable keynote, New York Times bestselling author and innovation expert Josh Linkner reveals a proven strategy anyone can use to unlock their creative potential. You don’t have to be a genius—you just need the right tools to hatch your own breakthroughs.

Learning Objectives:
  • Analyze popular myths about innovation and what the research shows about our creative capacity
  • Determine how a 5% “Creativity Upgrade” can drive meaningful results in our careers and communities
  • Recognize we should ditch pervasive cliches like “if it ain’t broke, don’t fix it” to revamp old mindsets
  • Identify techniques and activities that exercise our creative muscles
  • Analyze stories of everyday people who achieved huge success by unleashing their creative potential
Speaker(s):
Category: General Session (Online)
Standard: $49.00

Getting Our Mise en Place - Setting Our Table for the Future

May 5, 2021 1:30pm ‐ May 5, 2021 2:20pm

Identification: CFO2102

CFOs and finance professionals have been thrust into the center of attention as they are called on to help businesses 'survive and thrive’ in these extraordinary times. Forecasts, scenarios, and business model transformations are being asked of finance professionals along with outlining the impacts of government relief packages along with the increasing complexity of tax compliance. This update will cover the latest trends and issues facing Finance Leaders and how to prepare for the next normal as we look beyond the pandemic.

Learning Objectives:
  • Recognize how the pandemic has impacted Finance functions (CFOs, Controllers, FP&A) and what the research says about the future of finance
  • Identify the top trends and issues facing finance in a useful framework
  • Determine the top skills and competencies needed to stay relevant and provide increasing value post-pandemic
  • Construct a game plan and identify resources to help you succeed in a global VUCA world
Speaker(s):
  • Tom Hood, CPA, CIPT, CGMA, EVP of Business Growth & Engagement, Association of International Certified Professional Accountants and Business Learning Institute
Category: General Session (Online)
Standard: $49.00

Ecosystem Innovation Using Asset Light Strategies

May 5, 2021 2:50pm ‐ May 5, 2021 3:40pm

Identification: CFO2103

As companies enter the recovery stage from COVID-19, many are re-evaluating ownership of non-core assets and operations, and potentially migrating to an ecosystem of strategic partners. These partners, typically “better owners or managers” of such assets, can help transition fixed costs to a variable cost structure, enhance company agility, shift resources to focus on core or critical capabilities and enhance valuation. During this spotlight on “asset light strategy”, we will discuss how businesses can reshape their future using an asset light approach.

Learning Objectives:
  • Recognize what factors are driving the trend toward asset light
  • Analyze the latest data on how asset light approaches are enabling higher returns for companies and helping to accelerate COVID-19 recovery
  • Determine where to begin when re-evaluating ownership of non-core assets and operations
  • Use case studies from the field to help reshape your company’s assets and operations
Speaker(s):
Tags: Concurrent
Category: Concurrent Session (Online)
Standard: $49.00

Digital Transformation in Operational Risk and Internal Control

May 5, 2021 2:50pm ‐ May 5, 2021 3:40pm

Identification: CFO2104

This session discusses digital transformation in Operational Risk and Internal Controls, with references to financial services but an approach applicable to all industries. The new approach will lay out how to view and manage risks and use those opportunities for future growth. Often times, Operational Risk and Internal Control assessments are tactical and focus on processes; they do not access holistic or layered risks. Furthermore, they are reactive findings based on limited sample sizes, not proactive monitoring for full population. The reviews focus on risk mitigation and not growth potential. Data is frequently in silos and difficult to extract and analyze. Furthermore, there are increasing challenges with increased regulations, rising volumes, credit defaults, limited resources, and complex IT environment.

This session details how to digitize Operational Risk and Internal Control processes and reviews for that go beyond sampling to full population, reduces subjectivity and focuses on exceptions and red flags. It aims to achieve continuous monitoring on real-time data rather than a review on aged data. The process provides for standard views across multiple markets, with lesser disruption to businesses and better cross-functional/ cross-geographical learnings. In the end, it aims to reduce key operational risks in an efficient and effective way and identify future growth opportunities.

Learning Objectives:
  • Identify risks to digitize in credit, operations, Financial Accounting, AML, Regulatory & Compliance, 1st line vs 2nd line of risk defense
  • Recognize how to build a digital team that is inclusive, building a digital culture
  • Determine how to get the right data and build agile learning modules
  • Apply starting small and scaling up
  • Assess examples of digitized controls on booking and transactional anomalies, fraud mitigation, and lease classifications
  • Recognize the impact on effectiveness and efficiency of risk management
Speaker(s):
Tags: Concurrent
Category: Concurrent Session (Online)
Standard: $49.00

Robotic Process Automation: Just Another Overhyped Technology?

May 5, 2021 3:55pm ‐ May 5, 2021 4:45pm

Identification: CFO2105

In this session we will discuss the hype fueling automation robots and what impact it is having on finance leaders and their teams.

Learning Objectives:
  • Recognize what exactly is RPA
  • Determine why companies are investing in automation
  • Identify where to look for opportunities in your organization
Speaker(s):
  • Brian Scheel, Partner, Business and Digital Transformation, CFGI
Tags: Concurrent
Category: Concurrent Session (Online)
Standard: $49.00

Are You Ready to Win in the Experience Economy?

May 5, 2021 3:55pm ‐ May 5, 2021 4:45pm

Identification: CFO2106

Business value used to be created by delivering a product or service at the right place, time, quality and price. Similarly, companies used to measure success by following its operational and financial performance metrics. Today, in the experience economy, value is no longer limited to productivity and efficiency, but notably driven by behaviors and the emotions of the people who interacts daily with our business. High performing businesses are leveraging from experience management, actively listening to customers in real-time, armed with advanced analytics, making their employees happier and boosting customer loyalty. Leading companies are harvesting revenue gains of 5-10% while reducing costs by 15-25% within 2-3 years cycle. Are You ready to win in the experience economy?

Learning Objectives:
  • Recognize why improving the experience for your customers is critical for finance leaders today
  • Assess how to professionally manage customer experience and add value to your customers and your business
  • Determine the tools and techniques involved in driving customer value and financial outcome in the changing technical landscape
  • Identify how to integrate customer experience into the management of your business through technology and KPIs
Speaker(s):
  • guilherme blas, Global Director, Customer Experience, Volvo Financial Services
Tags: Concurrent
Category: Concurrent Session (Online)
Standard: $49.00

The Economic and Financial Outlook: Improvements Against a Backdrop of Risk

May 5, 2021 5:15pm ‐ May 5, 2021 6:30pm

Identification: CFO2107

In this session, financial forecaster and futurist Jason Schenker will discuss the most important dynamics driving current economic growth and financial markets as well as the outlook ahead. Mr. Schenker will also discuss some increasing risks that will be critical for corporate finance, business strategy, accounting, and tax planning. Some of the most important topics will include sector and industry dynamics, global and U.S. growth, the labor market, Fed policy, quantitative easing, consumer inflation risks, asset inflation, and taxation risks. Mr. Schenker will also share Prestige Economics forecasts for growth, inflation, and Fed policy rates for the balance of 2021 and beyond.

Learning Objectives:
  • Recognize the current economic and financial market drivers of growth
  • Evaluate important risks and levers of opportunity for future economic and financial market conditions
  • Analyze the root causes of elevated inflation risks
  • Assess U.S. fiscal and tax policy risks to identify potential business impacts
  • Compare the economic and financial dynamics in 2021 and 2020 to previous years and cycles
Speaker(s):
Category: General Session (Online)
Standard: $49.00

Accelerating Digital Skills and Technology for Finance Talent (sponsored by Workday)

May 6, 2021 10:00am ‐ May 6, 2021 10:50am

Identification: CFO21201

While many CFOs are accelerating investments in digital technologies through intelligent planning, machine learning, and analytics, they also need to invest in a future-forward finance capability by redefining roles, empowering workers with skill development, and working with their CHROs to reimagine the finance workforce holistically. Join this session to learn how Workday is creating a finance talent team and finance technology solutions that allow humans and machines to each do what they do best

Learning Objectives:
  • Identify a vision for Finance's role in digital transformation
  • Determine how to create opportunities for Finance to learn digital skills that deliver business value
  • Recognize the role of technology in empowering the finance function of the future
Speaker(s):
  • Barbara Larson, Senior Vice President, Accounting, Tax, & Treasury, Workday
  • Greg Pryor, Sr. Vice President, People and Performance Evangelist, Workday
  • Ash Noah, CPA, CGMA, VP Managing Director, Learning, Education and Development, AICPA
Tags: Early Riser
Category: Early Riser (Online)
Standard: $49.00

Accelerating Your Financial Transformation Journey to Remain Agile and Competitive (sponsored by Adra by Trintech )

May 6, 2021 10:00am ‐ May 6, 2021 10:50am

Identification: CFO21202

Now more than ever, finance and accounting organizations are under increased pressure to maximize efficiencies, increase the use of automation, and provide insightful, real-time analytics to the business in order to make faster, business critical decisions. The recent pandemic highlighted that traditional risk-prone manual processes hinder the ability to produce necessary financial statements, track key metrics and deliver those effectively.

Join this session with Trintech to learn how to holistically address the financial close by combining effective processes and technology that increases the overall efficiency and effectiveness of your processes while simultaneously reduces your costs and risk.

Learning Objectives:
  • Recognize why organizations need to make bold investments in finance for business survival and growth
  • Determine how the right technology will bring standardization and automation to critical financial processes
  • Assess the ROI your organization can achieve with financial close automation
Speaker(s):
Tags: Early Riser
Category: Early Riser (Online)
Standard: $49.00
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