Packages Display Packages

This includes sessions from the conference: 2021 AICPA & CIMA Corporate Finance and Controllers Conference

Sessions Included:

Welcome & Introductory Remarks | Keynote: Economic Update (Oct 27, 2021 11:00 AM)

Emerging from the Pandemic (Oct 27, 2021 12:05 PM)

Cybersecurity Threat Landscape & Risk Management (Oct 27, 2021 01:20 PM)

A New Era: Top Finance & Hiring Trends (Oct 27, 2021 01:20 PM)

From Excel to Python - Forecasting and Modeling Using Data Science & Analytics (Oct 27, 2021 01:20 PM)

Meaningful Data Strategy: Beyond Dashboarding (Oct 27, 2021 02:20 PM)

Meeting the FP&A Shift around People, Process and Platform (Oct 27, 2021 02:20 PM)

The Resurging Finance Leader: What is it going to take? (Oct 28, 2021 06:00 AM)

Chair Remarks | Update on the Profession - What Got You Here, Won't Get You There! (Oct 28, 2021 07:00 AM)

Working with Others (Emotional Intelligence) (Oct 28, 2021 08:20 AM)

Tax Update: An Ever-Changing Landscape (Oct 28, 2021 08:20 AM)

Innovating with Technology - a panel discussion (Oct 28, 2021 08:20 AM)

Decoding the “Alphabet Soup” of ESG Reporting (Oct 28, 2021 09:45 AM)

Providing Excellent Customer Service for Accountants (Oct 28, 2021 09:45 AM)

Financing Strategies - Commercial Lending for Small and Midsize Businesses (Oct 28, 2021 09:45 AM)

Bonus Virtual Session: Getting Our Mise en Place - Setting Our Table for the Future (Oct 28, 2021 10:40 AM)

The number one priority - how to develop sustainable talent (Oct 28, 2021 11:35 AM)

Managing a New Cost Footprint (remote work strategies) (Oct 28, 2021 11:35 AM)

Leading a Fun & Productive Team (Oct 28, 2021 11:35 AM)

Beyond ESG: Measuring & Reporting on Real-World Impact (Oct 28, 2021 12:35 PM)

GAAP & SEC Update (Oct 28, 2021 12:35 PM)

Leading Finance Transformation (Oct 28, 2021 12:35 PM)

View from CFO (Oct 28, 2021 02:15 PM)

Inclusion, Diversity and Equity Panel with Executives (Oct 29, 2021 07:00 AM)

Ethics, Integrity, Controls & Compliance: The 4 Critical Components of Fraud Prevention (Oct 29, 2021 08:45 AM)

The Pandemic Effect on Tourism (Oct 29, 2021 08:45 AM)

How Finance Can Enable Innovation: Where to begin (Oct 29, 2021 10:10 AM)

Welcome & Introductory Remarks | Keynote: Economic Update

Oct 27, 2021 11:00am ‐ Oct 27, 2021 11:55am

Identification: CFC2101

The End of the Beginning - An assessment of the current state of the US economy.

Learning Objectives:
  • Identify the tailwinds propelling economic growth
  • Identify the risks associated with inflation and labor shortages


Category: Conference Keynote (Onsite and Online)

Emerging from the Pandemic

Oct 27, 2021 12:05pm ‐ Oct 27, 2021 12:55pm

Identification: CFC2102

This panel will give participants the opportunity to hear the perspectives of CFOs and Controllers from diverse companies and how they are tackling and addressing some of the changes from COVID-19 that will define the “new normal” for business. Join this interactive discussion where leaders will share personal experiences and how they are helping frame business decisions.

Learning Objectives:
  • Recognize potential changes we can expect to see in the coming years and what businesses need to be aware of as they navigate the after-effects of COVID-19
  • Apply awareness of how businesses are navigating workforce challenges


​Speaker - Virtual(s):

Category: General Session (Onsite and Online)

Cybersecurity Threat Landscape & Risk Management

Oct 27, 2021 1:20pm ‐ Oct 27, 2021 2:10pm

Identification: CFC2103

As new cybersecurity threats continue to emerge, the ongoing challenges around proper risk mitigation remain a dynamic obstacle for both organizational leadership and individual users. Understanding and anticipating both technical and non-technical threats are key to managing the risks associated with a breach of confidential data. This session will cover the latest cybersecurity threat landscape and the risks and challenges that professionals faces in collecting, storing, processing and safeguarding sensitive information. Topics will include InfoSec governance, current cybersecurity threats/risks/mitigation, third-party and supply-chain risk, incident response and cyber liability insurance. The session will also include strategies for personally protecting your digital information.

Learning Objectives:
  • Identify the latest threats to their digital assets and how to best mitigate cyber risk.
  • Assess cyber incident stories and applicable lessons learned.
  • Session topics will include cyber risk, governance, prevention, detection and response for organizations, in addition to their third-party and supply-chain relationships.

​Speaker - Virtual(s):

Category: Concurrent Session (Onsite and Online)

A New Era: Top Finance & Hiring Trends

Oct 27, 2021 1:20pm ‐ Oct 27, 2021 2:10pm

Identification: CFC2104

Confidence is high in the employment market, especially for CPAs, controllers, FP&A and corporate finance leaders. The outlook is also upbeat as the economy recovers and businesses are hiring again. But with the return to a candidate-driven market, is your company prepared to face fierce competition for skilled financial talent?

Learning Objectives:
  • Determine how adapting to new ways of doing business – with a focus on flexibility and retention efforts – can help.
  • Assess where salaries are headed and see how to manage the need for new skill sets.
  • Analyze the latest trends in benefits and perks, and diversity, equity & inclusion efforts as the country gets back to business.

​Speaker - Virtual(s):

Category: Concurrent Session (Onsite and Online)

From Excel to Python - Forecasting and Modeling Using Data Science & Analytics

Oct 27, 2021 1:20pm ‐ Oct 27, 2021 2:10pm

Identification: CFC2105

How did you and your business handle projections during the coronavirus pandemic? Were you re-forecasting on a near-daily basis to reflect the rapidly changing scenarios? Was Excel your primary tool? What are your plans for the post-pandemic environment? Is your business planning to increasingly digitize? CFOs were definitely on the front-line during the pandemic, and will continue to be so, as businesses rely on them for rapid analysis and insight that inform critical business decisions.

Recent advances in data science and analytics have created tremendous opportunities for finance professionals to move beyond the limitations of Excel for planning and forecasting. This session will address why data science & analytics solutions are increasingly gaining popularity to solve business problems and create value.

Learning Objectives:
  • Recognize what we mean by forecasting and modeling in different business applications, and how modeling tools fit within the overall planner’s toolkit
  • Identify how we typically build models and create forecasts, the limitations of Excel, and the choices we have going forward
  • Assess the benefits of data science & analytics solutions for forecasting and modeling
  • Formulate a plan for how to get started in using data science & analytics in your organization


Category: Concurrent Session (Onsite and Online)

Meaningful Data Strategy: Beyond Dashboarding

Oct 27, 2021 2:20pm ‐ Oct 27, 2021 3:10pm

Identification: CFC2107

Dashboards. A term so common in the enterprise software space - everyone seems to want them, and everyone seems to be selling them. But, what matters to you? Each business is unique, and although standard metrics and KPI's can be of some value when delivered out of the "box" with ERP and other tools, they may not hit the mark for your organization's needs -if you think deeply about what is most meaningful. In this session Bob Green and Michael Daoud, experienced Digital Transformation advisors to mid-market businesses, introduce the concept of "Minimum Viable Analytics" - and take the attendees on a journey from the determination of what the MVA can be for a business into the execution phase of getting the MVA delivered to the right people, with confidence and accuracy.  Let's go beyond whatever dashboard your vendors are pushing on you, and work on the hard part first: defining your Minimum Viable Analytics and the strategy for getting the MVA delivered to your business?

Learning Objectives:
  • Analyze the concept we introduced: Minimum Viable Analytics
  • Identify the most relevant information that can impact your company's most vital measurements - and where to find it
  • Identify how meaningful data is best aggregated to deliver meaningful analytics
  • Recognize it's less about what tools and software you use for FPA - it all starts with good thinking

​Speaker - Virtual(s):

Category: Concurrent Session (Onsite and Online)

Meeting the FP&A Shift around People, Process and Platform

Oct 27, 2021 2:20pm ‐ Oct 27, 2021 3:10pm

Identification: CFC2108

In this session we will look at the shifting trends around people, process and platform that is affecting accounting, finance and FP&A teams for the future.  Additionally, you will gain tactical and strategic knowledge to help your team and organization to change, adversity and opportunities.

Learning Objectives:
  • Identify the top 3 people, process and platform trends in FP&A
  • Identify the essential strategies and tactics to implement to future proof my FP&A team
  • Distinguish empowerment versus directive culture, and why an empowerment culture vital to the future of FP&A teams

​Speaker - Virtual(s):

Category: Concurrent Session (Onsite and Online)

The Resurging Finance Leader: What is it going to take?

Oct 28, 2021 6:00am ‐ Oct 28, 2021 6:50am

Identification: CFC2110

Today’s Office of Finance leaders are once again becoming a resurgent force. They stepped up during the pandemic and met the challenges of forecasting unknown demand, often with limited technology and team resources. Just as impressive, many answered the call in the midst of a digital transformation that had to be paused. And now, these transformations need to be accelerated. It’s not enough to reduce waste to free up capacity; these leaders know they need to invest more in value-driving financial technology that deploys data and analytics securely at scale. That, while adopting cloud-based solutions, and keeping a focus on hiring, retaining, and developing the best digital skills in finance to take advantage of post-pandemic growth.

The resurging finance leader realizes that the current environment is the opportunity of a lifetime to lead the finance function of the future, but that this finance function needs radical transformation to seize market growth opportunities.

Learning Objectives:
  • Identify how to enable new data collection techniques, which transforms data into an asset, not just another element to manage/reconcile
  • Recognize how improved operating processes and procedures lead to better planning, performance monitoring and decision making
  • Recall steps to co-create the future of your business while delivering agile, scenario-based budgeting and forecasting process to inform decision-making and align finance with sales, operational, and strategic planning stakeholders


Category: Early Riser (Onsite and Online)

Chair Remarks | Update on the Profession - What Got You Here, Won't Get You There!

Oct 28, 2021 7:00am ‐ Oct 28, 2021 7:55am

Identification: CFC2112

This is a defining moment for the Profession. CPAs and CGMAs have been thrust into the center of attention as they are called on to help businesses 'survive and thrive’ in these extraordinary times.

We are entering uncharted territory. A new world is upon us. Those who conquer it will be those who reimagine, redefine, and reinvent not only themselves and their businesses, but what it means to live and work in a post-pandemic world. This session will explore the mindset, skillset, and toolsets needed to lead in a post-pandemic world.

Learning Objectives:
  • Analyze the great COVID accelerator and the major trends that have accelerated since the pandemic started.
  • Identify the predictable 'hard trends' that are shaping the post-pandemic business landscape
  • Identify the critical skills needs to increase your relevance in a rapidly changing world.


Category: General Session (Onsite and Online)

Working with Others (Emotional Intelligence)

Oct 28, 2021 8:20am ‐ Oct 28, 2021 9:35am

Identification: CFC2113

In this session we will dive into the area of emotional intelligence and how mastering a few EI skills can enhance your overall leadership skills. Leaders will walk away from this session with an emotional intelligence tool kit that can be immediately applied.

Learning Objectives:
  • Recall the basics on Emotional Intelligence
  • Identify a few EI skills that can be adapted to your current leadership style
  • Recognize the significance of impact that can be made in EI driven leadership


Category: Concurrent Session (Onsite and Online)