2022 AICPA & CIMA CFO Conference

Apr 27, 2022 ‐ Apr 29, 2022


The C-Suite perspective serves as the foundation of every session, where we will examine the hot-button issues of today and what’s coming down the line in the future. You’ll leave with a thoughtful course of action, one that will lead to success for your organization in the years ahead.

During the 2022 CFO Conference, we will provide you with insights on the profound changes shaping the world today, insights into what tomorrow will hold and how you can respond as a leader with better, more strategic decisions.


The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately. 

Packages Display Packages

This includes sessions from the conference: 2022 AICPA & CIMA CFO Conference

Sessions Included:

Keynote: A Delicate Balancing Act in 2022 (Apr 27, 2022 12:00 PM)

ESG and Performance Management (Apr 28, 2022 01:00 PM)

Workforce Legislation and Unions (Apr 29, 2022 09:00 AM)

Leading Transformation: Reimagining Finance (Apr 27, 2022 02:55 PM)

Finance at the Forefront of M&A (Apr 27, 2022 02:55 PM)

The Resiliency Theory (Apr 27, 2022 03:55 PM)

Successful Implementation of the New FASB Lease Accounting Standards . . . the "Last Laps" (Apr 27, 2022 03:55 PM)

The High Cost of Free Social Media (Apr 27, 2022 04:55 PM)

Balancing Act: Workforce Demands & Fiscal Responsibility, Sponsored by Marsh McLennan Agency (Apr 28, 2022 07:00 AM)

Purpose-Driven Finance Leader: Exploring the Duality of Purpose & Profits, Sponsored by Sage (Apr 28, 2022 07:00 AM)

Keynote: Moving from Business Partner to Value Partner: The Next Evolution of Finance (Apr 28, 2022 08:00 AM)

Dynamic Risk and Finance Integration (Apr 28, 2022 09:25 AM)

Employee Retention and Attrition in a Hybrid Workforce - New Game, New Rules (Apr 28, 2022 10:45 AM)

How Great Leaders Magnify the Power of Teams (Apr 27, 2022 01:35 PM)

Understanding the Bottom Line of the Supply Chain (Apr 28, 2022 03:20 PM)

Business Resilience (Apr 28, 2022 02:00 PM)

Tax Changes in the Near Future? (Apr 28, 2022 02:00 PM)

CFO Roundtable: What's Keeping CFOs Up at Night? (Apr 28, 2022 04:20 PM)

The Future is Agile Finance: CFO Strategy & 2022 CFO Benchmarks, Sponsored by Prophix (Apr 29, 2022 07:00 AM)

Top 5 Ways to Accelerate Digitalization in the Finance Function, Sponsored by Trintech (Apr 29, 2022 07:00 AM)

Keynote: Time Power-Ups: Get the Right Things Done to Work Well and Play More! (Apr 29, 2022 08:00 AM)

Developing a Trade Secret Protection Program and Reduce Theft Risk (Apr 29, 2022 09:00 AM)

Cybersecurity Threat Landscape, Risk Management and Incident Response (Apr 28, 2022 01:00 PM)

From Data to Decisions: How Data Visualization Helps Reveal the Meaning in Your Numbers (Apr 29, 2022 10:45 AM)

The Crazy State of the Cyber Insurance Market (Apr 29, 2022 10:45 AM)

Fraud in the C-Suite (Apr 29, 2022 12:10 PM)

Standard: $379.00

Sessions

Identifying Amplifiers to Drive Corporate Performance (Additional Fee, Onsite Only)

Apr 27, 2022 8:00am ‐ Apr 27, 2022 10:30am

Identification: CFO22101

If you are a financial executive that is looking to increase your impact on your organization, drive positive change, and amplify the power of your teams, this workshop is perfect for you. In this workshop, Wall Street Journal best-selling author of Amplifiers, Tom Finegan will facilitate a working session to help you identify the styles, motives, and traits of leaders, followers, and amplifiers in your finance team and throughout the organization.

You will be given the tools to scout for Amplifiers and to facilitate your own sessions at your organization to activate leaders and followers to build the right talent framework for your business. The content for this workshop has been leveraged with leaders who are ready to help their business transform to the next level. Each workshop participant will receive a signed copy of Amplifiers.

Learning Objectives:
  • Recognize the common styles, motives, and traits of leaders, followers, and amplifiers and why these matter
  • Identify the tools needed to scout for Amplifiers at their own organization and empower them to drive improved team performance
  • Formulate a plan for how to best leverage their organization’s amplifiers, leaders, and followers to achieve outcomes for the financial health of the organization
Speaker(s):
Category: Pre-Conference Optional Workshop (Additional Fee)
Standard: $79.00

Keynote: A Delicate Balancing Act in 2022

Apr 27, 2022 12:00pm ‐ Apr 27, 2022 1:25pm

Identification: CFO2201

After experiencing one of the most severe economic shocks of the past century in 2020, the US economy has vaulted into one of the most rapid recoveries in modern history in 2021. Still, it’s not time to pop the Champagne. The recovery process is far from complete, and the next stage of the recovery will be trickier to navigate.

Learning Objectives:
  • Analyze the economic outlook for 2022
  • Assess market implications of inflation and interest rate outlook
Speaker(s):
Category: Conference Keynote Onsite and Online
Standard: $49.00

How Great Leaders Magnify the Power of Teams

Apr 27, 2022 1:35pm ‐ Apr 27, 2022 2:25pm

Identification: CFO2202

In the increasing competition for talent, market leading organizations are those that best leverage the unique skills and talents of their employees. At the center of the organization, financial leaders are uniquely positioned to drive transformational change in their organization by focusing on talent.

This session provides a framework for how finance professionals can facilitate the process necessary to scout and identify talent throughout their organization, develop those employees, amplify what’s important for their career fulfillment, and empower them to improve team and corporate performance.

Learning Objectives:
  • Recognize traits, motives, and styles of leaders, followers, and amplifiers and why this is important to understand as an executive
  • Discern the difference between leaders, followers, and amplifiers and how to apply these definitions in their organization
  • Identify how amplifiers can work across functions, industries, and organizations to deliver outsized returns for their business
Speaker(s):
Category: Concurrent Session Onsite and Online
Standard: $49.00

Leading Transformation: Reimagining Finance

Apr 27, 2022 2:55pm ‐ Apr 27, 2022 3:45pm

Identification: CFO2204

Many organizations are undergoing significant change as they prepare for the future of their industries. As a function, the expectation for finance means evolving to new ways of thinking and new ways of working. The connection between what we do and how we do it becomes more pivotal to driving efficiency and critical insights for the business. How can you fully embrace transformation and driving change while still needing to meet the needs of the organization?

This session will discuss what drives a successful transformation and how finance leaders can use bold thinking and innovative methods to lead their organizations into future.

Learning Objectives:
  • Apply new ways of thinking and working to financial practices
  • Identify opportunities that can drive transformation
  • Recognize insights for future transformation
Speaker(s):
Category: Concurrent Session Onsite and Online
Standard: $49.00

Finance at the Forefront of M&A

Apr 27, 2022 2:55pm ‐ Apr 27, 2022 3:45pm

Identification: CFO2205

Despite the impact of the global pandemic, there has been no shortage of merger and acquisition (M&A) and divestiture activity. Deals rose by 65% in 2021 to more than $5.6 trillion .Respondents in a global survey by Bain & Company expected M&A to contribute to 45% of their growth in the future compared with about 30% over the past three years.

Finance has always been an integral part of the M&A process. However, until relatively recently, that role has been mostly focused on performing financial due diligence, integrating financial systems, and tracking synergy savings realisation. In the current environment, we are seeing the role of finance expand from purely an accounting lens to a more strategic role in M&A.  During this session we will explore what makes a successful strategic finance M&A capability.

Learning Objectives:
  • Evaluate the expanding role of finance teams in the successful execution of M&A
  • Identify the skills needed from finance professionals
  • Assess the elements of a successful M&A capability
Speaker(s):
Category: Concurrent Session Onsite and Online
Standard: $49.00

The Resiliency Theory iconThe Resiliency Theory

Preview Available

The Resiliency Theory

Apr 27, 2022 3:55pm ‐ Apr 27, 2022 4:45pm

Identification: CFO2206

This session will explore how being resilient allows you to take risks and fail and how to build this muscle as a Leader and Mentor.

Resiliency is the ability to cope with change, let go of things that are no longer serving you, learn from each experience, and develop. Change is truly the only thing that is constant. Each of us have agency in how we navigate and react to change.

“If you don't like something, change it. If you can't change it, change your attitude.” - Maya Angelou

Learning Objectives:
  • Define resiliency and the skills to build your resiliency muscle
  • Compare the correlation of values and resiliency
  • Distinguish ways to help your mentees practice resiliency
Speaker(s):
Category: Concurrent Session Onsite and Online
Standard: $49.00

Successful Implementation of the New FASB Lease Accounting Standards . . . the "Last Laps"

Apr 27, 2022 3:55pm ‐ Apr 27, 2022 4:45pm

Identification: CFO2207

This session will focus on the remaining timetable to implement Topic 842…the FASBs New Lease Accounting standards.

As a co-author of six publications in the Journal of Accountancy over the last several years on this topic, Steve Austin will review the Top 10 Lessons Learned to expedite the process for those working toward implementation and controls for post implementation.

He will highlight a winning strategy to be efficient in the process with accuracy and quality control and to understand the sequence of events necessary to complete this on time in 2022 or 2023.

Learning Objectives:
  • Analyze key highlights from implementing thousands of new leases
  • Determine how independent auditors are testing Topic 842
  • Identify how to leverage key lessons learned to find efficiency and completeness
Speaker(s):
Category: Concurrent Session Onsite and Online
Standard: $49.00

The High Cost of Free Social Media

Apr 27, 2022 4:55pm ‐ Apr 27, 2022 5:45pm

Identification: CFO2208

In this engaging presentation, Stafford Wood will offer the good, the bad and the ugly of using social media for your company. She will cover best practices in social media marketing with an eye towards mitigating risk, limiting liability, reducing time spent, budgeting for expenses and encouraging appropriate employee engagement with corporate social media policies. This presentation is meant for all participants regardless of their experience in the communications field.

Learning Objectives:
  • Interpret the risks of unsupervised social media management
  • Determine the benefits of utilizing social media as a channel for business growth and reputation management
  • Formulate a preliminary budget for social media expenses including labor, advertising and creative
Speaker(s):
Standard: $49.00

Balancing Act: Workforce Demands & Fiscal Responsibility, Sponsored by Marsh McLennan Agency

Apr 28, 2022 7:00am ‐ Apr 28, 2022 7:50am

Identification: CFO22SS01

Organizations are relying on CFOs in new and challenging ways – beyond core financial functions and now as strategic leaders central to corporate planning and decision-making. Our session will address these changes including flexibility and enhanced benefits and investment in DE&I while containing costs and growing your organization and answer questions such as:

  • What must CFOs and their C-suite partners know to deliver flexible and inclusive benefits to attract and retain critical talent?
  • Why must CFOs lead the charge in promoting a vision for sustainable growth in a hybrid/remote working environment?
  • How can CFOs accomplish cost containment and revenue growth in a difficult talent market?

We will share the latest trend and benchmark data, and provide specific strategies CFOs can consider to drive meaningful value in their organizations.

Learning Objectives:
  • Determine what it means to have inclusive benefits, why it matters to your workforce, and why it should matter to CFOs and their C-suite partners
  • Recognize the latest employee benefits trends and what the workforce is demanding
  • Analyze specific strategies to help mitigate costs and support revenue growth goals while managing the demands and needs of employees
Speaker(s):
  • Anthony Carlozo, Senior Employee Benefits Consultant, Marsh McLennan Agency LLC
Standard: $49.00

Purpose-Driven Finance Leader: Exploring the Duality of Purpose & Profits, Sponsored by Sage

Apr 28, 2022 7:00am ‐ Apr 28, 2022 7:50am

Identification: CFO22SS02

Is doing good, good for business? CFOs play a transformative role in their organizations, and the pressures of being a data-driven finance leader, a catalyst for human-centric digital transformation, and a strategic partner to the C-suite may seem to leave little room for tackling environmental, social and governance (ESG) challenges. Yet a recent Accenture survey of senior finance leaders found that 68% of respondents say that Finance is responsible for their organization's ESG efforts. In this session we'll explore how Finance leaders can start thinking about the relationship between technology and ESG.

Learning Objectives:
  • Determine how back office systems can help organizations track metrics
  • Recognize how freeing up time so that organizations can focus more on charitable and socially conscious activities will help society into the future
  • Assess powering good stewardship with the help of analytics
Speaker(s):
  • Rauli Garcia, Vice President of Strategic Marketing, Sage Intacct
Standard: $49.00