CFO Conference 2019


This includes sessions from the conference: CFO Conference 2019

Standard: $299.00

Products

Welcome and Introduction & Prevent Cyber-Attacks: What Accounting Professionals Need to Know

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Welcome and Introduction & Prevent Cyber-Attacks: What Accounting Professionals Need to Know


Identification: CFO1901

Accounting professionals depend upon technology to practice their profession. It is tragic that unauthorized individuals, and even organizations, focus their efforts on obtaining access to the sensitive information that is entrusted to you. However, there are a few important and inexpensive steps that add powerful protection into your systems.

  • Proven core strategies, using resources that you already own, that will propel your cyber safety to new levels.
  • Take-home value: Key steps for accounting professionals to dramatically increase the security of the information entrusted to them.

Speaker(s):
  • Michael Foster, Cyber Security Specialist, The Foster Institute,Inc.
Standard: $49.00

Succession Planning

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Succession Planning


Identification: CFO1904

Legendary business executive Jack Welch said, “Talent management deserves as much focus as financial capital management in corporations.” There are few concepts in business as misunderstood as succession management. For a lot of companies, succession management is an annual event that often happens behind closed doors. A common misconception about succession management is that it’s a quick fix, or a process that happens once per year or on the heels of a change in leadership. Some people understandably believe it’s replacement planning. If you don’t get it right, don’t even think about attracting and retaining millennials and Gen Z’s. This session will provide insights into the business case for succession management and how to build a plan that is simple, comprehensive and serves as a talent retention tool.

  • Understand the difference between succession planning/management and replacement planning.
  • Learn how to build a simple yet comprehensive succession plan.
  • Learn how to use succession planning as a talent retention tool.

Speaker(s):
Standard: $49.00

A Financial Approach to Reducing Real and Personal Property Tax: What To Do, Not Do, and When

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A Financial Approach to Reducing Real and Personal Property Tax: What To Do, Not Do, and When


Identification: CFO19202

Property Tax is a burden many financial professionals believe they just have to pay as a cost of doing business in the United States. This cost is a direct to the bottom-line expense and directly affects a company’s profitability at every level. Often, CFO’s and financial professionals don’t realize the thousands of dollars they could save annually if they were to strategize and form a plan with regards to their real and personal property taxes proactively versus defensively. There are many mistakes made by not having in-depth knowledge of this field and thus there is a crucial need for CFOs and finance teams to plan an approach property tax as a savings initiative and drive bottom line growth.

  • In this session, you will understand: Savings strategies to take as the CFO and finance team to drive bottom line growth.
  • The mistakes often made by organizations that actually increase their tax liability.
  • Tips for timing to maximize savings with regards to property tax.
  • Why you need to plan if you want to gain an advantage on competitors.

Speaker(s):
Standard: $49.00

Sound Benefit Strategies

Preview Available

Sound Benefit Strategies


Identification: CFO19201

Healthcare premiums have spiraled out of control - continually rising with no relief in sight. As a result, employers have needed to shift all or part of these costs to employees. With wages rising slowly puts great pressure on a company's workforce. How do we manage this imbalance? This is where CFO's, Controllers, and finance can play a major role - knowing the numbers and having an input on a successful strategy. In this session, Anthony Carlozo of Trion will present what elements are needed to have a sound benefit strategy and what levers employers can evaluate to make an impact on price.

  • Understanding Industry benchmarks and cost drivers.
  • Elements & Data needed for a sound benefit strategy.
  • Strategies and Considerations Employers are evaluating to contain costs.

Speaker(s):
Standard: $49.00

Welcome and Introduction & Risk Management

Preview Available

Welcome and Introduction & Risk Management


Identification: CFO1906

Our host city for the 2019 AICPA CFO Conference, Chicago, is home to two international airports – Midway and O’Hare – making it one of the largest and busiest airport systems in the country. The global access created by Chicago’s airports continue to make the City of Chicago economically and logistically appealing for business. The airports are self-sustaining, and, combined, generate an estimated $60 billion in annual economic activity for the region. With that size and complexity comes a unique case study in risk management. As an introduction to our conference and the City of Chicago, Reshma Soni will discuss her personal experiences with CDA and her previous appointments with the City of Chicago in this fast paced, high risk environment.

  • Understand the key risks and challenges in providing oversight of a major modernization effort of Chicago’s major airports while managing the operations of the Aviation Department.
  • Understand the skills deployed in transforming Chicago’s procurement process through increased transparency and innovation, including strengthening and streamlining opportunities for small, minority and women-owned businesses.

Speaker(s):
  • Reshma Soni , CPA, Chief Financial Officer , Chicago Department of Aviation
Standard: $49.00

Alignment of the Board and C-Suite (CFO) Agendas for Better Strategic Execution

Preview Available

Alignment of the Board and C-Suite (CFO) Agendas for Better Strategic Execution


Identification: CFO1907

A panel of 4 individuals (2 Board members and 2 CFOs) to discuss the Board’s oversight strategies and the most effective way to bridge the gap between what the two executive levels deem to be challenges facing organizations or opportunities for the organization.

  • Discuss strategies from the Board’s perspective regarding effective board oversight of the key risks/challenges and key strategies/opportunities facing the organizations they serve.
  • Discuss strategies from management’s perspective around optimizing alignment and bridging any gaps between management’s view and the board’s view of the organization’s key risks/challenges, key strategies/opportunities, and the risk appetite required to achieve key strategies.

Speaker(s):
Standard: $49.00

HR Update

Preview Available

HR Update


Identification: CFO1908

Annual update on HR issues from legal perspective.

  • Stay abreast of legal developments in employment.
  • Identify possible areas of risk in your organization.

Speaker(s):
Standard: $49.00

Manage Risk and Reward: Building a Better Scorecard

Preview Available

Manage Risk and Reward: Building a Better Scorecard


Identification: CFO1909

Risk eats strategy for breakfast… but all risks are the offspring of strategy. More simply, every strategic decision both creates new risks and reduces other risks. Without seeing your strategy and/or risks in context of each other – and in near real-time, you are flying blind as you make your day-to-day decisions.

This session reviews the Strategic Risk Scorecard that was designed specifically for the AICPA and was licensed to other accounting firms, such as CPA Canada. It will show how you can link risk and performance in a reliable, repeatable and standardized process so all business units can see and pro-actively manage risks and rewards.

  • Learn how to develop a scorecard that captures your strategy and your risks.
  • Understand how to set strategic priorities for your business to focus on what matters .
  • Identify how to align and integrate the strategic priorities and risks in your organization to improve performance.

Speaker(s):
Standard: $49.00

Tax Update - Problems & Issues

Preview Available

Tax Update - Problems & Issues


Identification: CFO1910

The implications of tax reform are just getting started and will have lasting impact on most businesses. Implementation challenges are ongoing with new issues arising daily, and with ongoing disagreements between the political parties, change will continue to be the only certainty. More importantly, strategic considerations ranging from capital structure and investment considerations to talent, trade and brand, abound. Attend this session to get what you need to know to develop a tax strategy that will adapt to the present and anticipate the future for the success of your company.

  • Understand the broad implications of tax reform legislation, past, present and future.
  • Identify the strategic issues with potential impact and opportunity for your business.
  • Develop an understanding of how your tax function will need to adapt to keep pace with the wider business in today’s rapid paced environment.

Speaker(s):
Standard: $49.00

What I Learned Going from CFO to CEO

Preview Available

What I Learned Going from CFO to CEO


Identification: CFO1912

What I learned from in my journey from CFO to CEO in a challenging retail environment and how it impacted my thoughts on the importance of culture and core values.

  • Learn how to make the jump from CFO to CEO.
  • Understand how to create and lead a culture change within an organization.

Speaker(s):
Standard: $49.00
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