CFO Conference 2018

May 1, 2018 ‐ May 3, 2018

During the AICPA's 2018 CFO Conference, we will focus on the profound changes shaping the world today, insights into what tomorrow will hold and how you can respond as a CFO, with better, more strategic decisions.

The CFO's perspective serves as the foundation of every session, including our keynote forecasts in economics, politics and leadership. We will also examine what's coming down the line in tax reform, strategic planning, risk management, cloud operations and much more, so you can map a thoughtful course of action, one that will lead to success in the year ahead and beyond.

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 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: CFO Conference 2018

Sessions Included:

Welcome and Introduction & The New NYC Landscape (May 02, 2018 11:30 AM)

Thriving in Disruptive Times (May 02, 2018 12:30 PM)

What the DOJ Can Do to You (May 02, 2018 01:50 PM)

Professional Presence: Effective Strategies to Boost Credibility & Confidence (May 02, 2018 03:05 PM)

Containing Costs in Healthcare - What Can Employers Do? (May 03, 2018 06:00 AM)

Three Trends Poised to Transform the Future of Work (May 03, 2018 06:00 AM)

From Innovating to Driving Impact: How to Capitalize on the FinTech Boom and Transform Your Business (May 03, 2018 06:00 AM)

Announcements and Introduction & Economic Update (May 03, 2018 06:55 AM)

HR Update (May 03, 2018 08:00 AM)

So, What DO You DO? (May 03, 2018 08:00 AM)

GAAP Update (May 03, 2018 09:45 AM)

Leading the Shift: Leadership for Financial Professionals in the 21st Century (May 03, 2018 09:45 AM)

Future of Finance (May 03, 2018 11:30 AM)

Financial Management Analytics: How to Evolve from the ‘Single Version of the Truth’ to ‘Multiple Versions of Outcomes’ (May 03, 2018 12:20 PM)

Private Equity & Financing Panel (May 03, 2018 01:55 PM)

Leadership Qualities That Matter (May 03, 2018 01:55 PM)

IRS ACA Penalties are in the Millions - Learn How to Defend Your Organization (May 04, 2018 06:00 AM)

Leasing from a Tenant Perspective (May 04, 2018 06:00 AM)

R&D Tax Credits Bootcamp (May 04, 2018 06:00 AM)

Announcements and Introduction & Managing Total Cost of Risk (TCOR): Identifying Cost Drivers and Implementing a Strategic Approach to Improve P&C and Benefits Insurance Performance and Spend (May 04, 2018 06:55 AM)

Prevent Cyber-Attacks: What Accounting Professionals Need to Know (May 04, 2018 08:15 AM)

Tax Update (May 04, 2018 09:35 AM)

Technology and the Disappearing Cost Curve (May 04, 2018 09:35 AM)

Standard: $379.00


Crucial Conversations and the Power of Empathic Listening

May 2, 2018 7:00am ‐ May 2, 2018 10:30am

Identification: CFO18101

Whether it's a problem with poor quality, employee challenges, declining customer satisfaction, or a strained relationship, if you cannot talk honestly you can expect poor results. When we fail at crucial conversation, every aspect of our lives can be affected. The most basic human need—beyond basic survival instincts—is the need to be heard and understood. Leadership at all levels is accomplished through influence which begins with effective communication. This interactive session will sharpen your empathic listening skills and help you improve personal and professional relationships.

  • Improve communication
  • Enhance listening skills

Standard: $79.00

Open Book Management iconOpen Book Management

Preview Available

Open Book Management

May 2, 2018 7:00am ‐ May 2, 2018 10:30am

Identification: CFO18103

Open Book Management (OBM) is a lot more than you may think. You may wonder if it something that you can do … and will it work. Yes it can!

OBM is a unique methodology and approach to running a company. It is based on a simple, yet powerful belief, “When employees think, act and feel like owners….everybody wins.” This thoroughly tested operating system (as explained in Jack Stack’s bestselling book, The Great Game of Business) teaches your people the fundamentals of business, involves them at levels they may never have been involved before, holds them accountable and provides them a stake in the outcome.

  • In this session, you will be involved in exploring the following topics:
  • Know & Teach the Rules
  • Assessing your organization’s financial literacy level.
  • Using financial training bites to engage your team
  • Establishing a Critical Number 
  • Provide a Stake in the Outcome including Bonus Plan design in OBM and MiniGames as incentives

Standard: $79.00

Welcome and Introduction & The New NYC Landscape

May 2, 2018 11:30am ‐ May 2, 2018 12:30pm

Identification: CFO1801

New York has seen a magnificent and inspiring re-birth since the tragedies of September 11, 2001. As a community, the citizens and leaders of New York have been careful and deliberate in the revitalization and reconstruction that has taken place these past 16 years. Signe Nielsen, Founding Principal at Mathews Nielsen Landscape Architects has worked on the forefront of this renaissance not only at the design firm level, but also serving as President of the Public Design Committee for the City of New York. Her personal body of work has focused on environmental integrity and transformation of urban space. From a design and urban planning perspective, Ms. Nielsen will present a compelling case study of the processes and considerations she has personally been involved in the renewal of the City of New York.  

Standard: $49.00

Thriving in Disruptive Times iconThriving in Disruptive Times

Preview Available

Thriving in Disruptive Times

May 2, 2018 12:30pm ‐ May 2, 2018 1:20pm

Identification: CFO1802

Technological advancements, geopolitical shifts, demographic changes and other external forces are disrupting business and shaping the accounting profession. From the future of audit to the evolving role of finance, AICPA Chairman Kimberly Ellison-Taylor, CPA, CGMA, discusses the current state of the accounting profession and opportunities that build on our strength to drive a dynamic future. 

Standard: $49.00

What the DOJ Can Do to You iconWhat the DOJ Can Do to You

Preview Available

What the DOJ Can Do to You

May 2, 2018 1:50pm ‐ May 2, 2018 3:05pm

Identification: CFO1803

Discussing real time events in light of the best-selling book LICENSED TO LIE: Exposing Corruption in the Department of Justice.

With the stroke of a pen on a grand jury indictment, the Enron Task Force destroyed Arthur Andersen LLP and its 85,000 jobs world-wide--only to be reversed three years later by a unanimous Supreme Court because Andersen's conduct was not criminal and the prosecutors had persuaded the judge to take criminal intent out of the jury instructions. They then turned their sights to Merrill Lynch and sent four Merrill Lynch executives to prison on an indictment that criminalized innocent business conduct while they hid the evidence that showed the defendants were innocent. Stay tuned . . . there's more.

Standard: $49.00

Professional Presence: Effective Strategies to Boost Credibility & Confidence

May 2, 2018 3:05pm ‐ May 2, 2018 3:55pm

Identification: CFO1804

Experience a motivating and informational session for professionals to learn effective no-cost to low-cost strategies to boost credibility and project comfortable confidence to colleagues, clients, and prospective clients. These Professional Presence practices will project on the outside the quality of your knowledge, skills, and experience and the quality of your services by the way you look, speak and behave. From introvert to extrovert, these uncomplicated strategies will make a positive difference in your career!

You will: 

  • Learn to apply body language skills to project your knowledge and credibility.
  • Discover the top five insider tips about clothing choices that says "I mean business."

Standard: $49.00

Containing Costs in Healthcare - What Can Employers Do?

May 3, 2018 6:00am ‐ May 3, 2018 6:50am

Identification: CFO18201

Healthcare premiums have spiraled out of control – continually rising with no relief in sight. During this challenging period, employers have needed to shift all or part of these costs to employees. The fact that wages are stagnant or rising slowly, puts great pressure on the company's workforce. The Dilemma Companies Face: How to Address this Imbalance. This is where CFOs, Controllers, and Finance can play a major role - by helping to cut back costs and thus narrow the gap between employee premiums and compensation. In this session, Anthony Carlozo of Trion will present the benchmarks, levers employers can pull, and demonstrate various case studies to illustrate the impact of some of the techniques he will discuss.

Learning Objectives:

  • Understand the state of the market and benchmarks
  • Learn the cost containment strategies available to the marketplace
  • Talk through real life case studies of several strategies

  • Anthony Carlozo, Senior Employee Benefits Consultant, Marsh McLennan Agency LLC
Standard: $49.00

Three Trends Poised to Transform the Future of Work

May 3, 2018 6:00am ‐ May 3, 2018 6:50am

Identification: CFO18202

Rapid advances in technology—from workforce analytics to augmented intelligence (AI)—are changing the way people work, collaborate, and demonstrate value. With this in mind, there are three pivotal trends poised to transform the near-term future of work. In this session, Dr. Jarik Conrad, senior director, human capital management innovation at Ultimate Software, will outline three pivotal trends of import to HR, payroll and finance leaders in 2018, and offer bold strategies to help businesses create a more powerfully innovative and performant organization.

  • Jarik Conrad, EdD, SPHR, SHRM-SCP, Sr. Director, Human Capital Management Innovation, Ultimate Software
Standard: $49.00

From Innovating to Driving Impact: How to Capitalize on the FinTech Boom and Transform Your Business

May 3, 2018 6:00am ‐ May 3, 2018 6:50am

Identification: CFO18203

The emergence of digital disruption, artificial intelligence and FinTech is upon us! What are you actively doing to drive impact in your organization in this business environment?  

Today’s CFO must be agile in their business, ambitious with their goals, and effective in how they manage their teams through the changing business environment. They need to fully incorporate financial technologies available to them in order to drive impact on their business and beat the competition.

In this session, John McLeod, VP Marketing at VersaPay, will take you on a journey through how companies have successfully capitalized on the FinTech boom, adopted automation into their corporate strategy, transitioned financial operations to a digital platform to effectively transact with customers, and demonstrated leadership in their industry.

  • Objective 1: How today's CFO must be progressive and agile by incorporating financial technologies into their business practices in order to be an industry leader.
  • Objective 2: Learn how companies have capitalized on the FinTech boom by automating their corporate strategy and transitioning financial operations on to a digital platform to more effectively interact with their customers.

  • John McLeod, CPA Ontario, Chief Marketing Officer, VersaPay
Standard: $49.00

Announcements and Introduction & Economic Update

May 3, 2018 6:55am ‐ May 3, 2018 7:50am

Identification: CFO1805

With big changes at the Fed, with our tax laws and increasing global tensions, understanding the prospects for both the UW and world economy has never been more important. Join us as Jim Glassman, Chief Economist for JP Morgan Chase gives us insight into what to expect from the coming year. The discussion will include thoughts on the market, interest rates and factors that impact all of us in both our business and personal lives.

  • James Glassman, PhD, Managing Director & Head Economist, Commercial Bank, JPMorgan Chase & Co.
Standard: $49.00