The pace of tax legislative change has not slowed and companies, once again, face the prospect of significant tax legislation being enacted late in the year.  An update will be provided on the status of current legislative proposals as well as key tax developments at both the federal and state level over the past year.  Key considerations from a tax accounting perspective will be covered in anticipation of the potential enactment of significant new legislation prior to year-end.

Technology has significantly transformed the landscape of business over the past several years. Data analytics and data strategies have become essential for businesses of all sizes. Forecasting and modeling have become critical skills for finance professionals as they perfom financial planning and analysis in their companies and provide information for decision-making.

This panel discussion will focus on innovations in technology and how you can leverage these advances to contribute to the value creation process in your businesses.

While sustainability, or ESG issues have previously been primarily in the domain of larger, consumer-facing, public companies, often with limited involvement by the finance function, this is no longer the case. With increased urgency about climate impacts and the widespread embrace of major social issues, there is also increased demand for disclosures on these concerns being made by investors, and other stakeholders, including regulators.

One of the challenges that business face in responding to these increased demands is what has often been referred to as the “alphabet soup” of reporting frameworks and standards. This session will provide an overview of the rapidly-changing reporting and regulatory landscape and the likely impact on companies of all sizes.

Where accounting and customer service intersects. How to elevate your skills in your daily interactions.

This session will cover traditional debt financing options for small and midsize companies. We will cover different types of credit facilities, what is required  and how to approach financial institutions to 

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.

According to the Q2 AICPA Economic Outlook survey, availability of skilled personnel is back to the number one priority for finance leaders. One clear result of the Covid-19 pandemic has been the rapid acceleration of the digital transformation of our economy. Accompanying this digital transformation is an acceleration of changes to the critical skills, capabilities and mindsets that businesses need from their finance function. It is therefore vital to develop a strategic and sustainable approach to acquiring, developing and retaining a diverse pool of accounting and finance talent.

In this session, Barry Payne, Director - External Relations, Management Accounting will be joined by James Miln, Senior Vice President Finance and Investor Relations at Yelp to share insights on how Yelp has driven this change by putting together more formal development building blocks – and how Yelp has used models such as the CGMA Competency Framework to develop finance capability and talent needed to drive changes to their digital business and operating model.

In this session we will explore how the evolving workforce and workplace could impact your real estate strategy, and leverage global experience to understand strategies and investments that you can deploy to manage your cost footprint.

Today leading high impact teams calls for a specific set of skills that promote fun, productivity and engagement.  Leave this session with a playbook of how to be productive while at the same time promoting a sense of community and purpose.

Sustainability and ESG reporting are becoming table-stakes for many businesses. Increasingly customers, employees, shareholders, and stakeholders are interested in understanding the real-world outcomes of a company’s operations, products/services, and investments. From building branding loyalty to attracting and retaining employees, being able to quantify and communicate impact has never been more important for business leaders. Join this discussion with Jennifer Reilly, CPA, CGMA, Chief Administrative Officer at TIAA, and Amanda Kizer, Director of Impact at Nuveen, a TIAA company, to learn about how businesses can credibly measure and communicate their lasting impact on the world.