CFOs today play a critical role in their organization as strategic advisors in addition to overseeing the numbers — these leaders need to be data-driven and embrace strategies and technology that allow for greater visibility across the organization and produce faster data for better decision making. To keep up with these new expectations to provide relevant data and insights in a timely manner, CFOs need to keep on top of relevant trends and prioritize digital transformation projects.

Stuck checking boxes on an endless to-do list? Never have enough time to do what excites you? When you're overwhelmed and burned out - getting more tasks done is never the answer. Life can be about more than checking boxes if you know how to get the right tasks done at the right time. The secret to making that happen? Knowing that it's never just the system - but also the behavior - that can free your time.

End the busyness and power up your productivity! This program is perfect for people who:

• Feel overwhelmed, unorganized, or burned out
• Have multiple professional or personal projects or roles
• Need innovative ways to outsource or automate at work and home

Companies rely on trade secrets for competitive advantage. Theft of those assets by an increasingly mobile workforce hurts companies by unfairly empowering competitors who have not invested the financial and intellectual capital, and the time, needed to create them. Protection programs can deter and limit trade secret misappropriation, and ready a company to go to court for injunctive relief to stop a competitor’s use and seek damages.

If you had told a Labor and Employment lawyer on January 1, 2020 that, over the course of the next two years, the majority of the American workforce would be working from home, required to have proof that they were essential workers to return (or risk prosecution), subjected to mandatory mask and vaccine requirements, and have much of their health information become an open book, the attorney would have thought you were, well, crazy. Yet, that’s precisely what COVID-19 has wrought in our nation. As a result, the executive and legislative branches have had to scramble to keep up with the almost unimaginable workplace consequences of a global pandemic.

This presentation explores recent federal workplace legislation and agency pronouncements, including their effects on managing a remote workforce. In addition, there will be discussion of union issues post-COVID as well as what traction, if any, President Biden’s July 2021 Executive Order on non-competes has gained in light of the pandemic.

If a picture is worth 1,000 words, then how many spreadsheets can you replace with a more meaningful chart or graph?

By attending this session, you will come away with examples and resources for how data visualization can cause positive change in the accounting and finance world. This tool-neutral session will introduce a common vocabulary for data visualization and provide examples of how to enhance communication and help your team reveal actionable insights in your data.  

This lively program, based on recent national headlines of cyber system takeovers will review the losses created by cyber criminals. The presentation team will review the insurance coverage available and the necessary steps a CFO needs to take with their I/T department and vendors to mitigate cyber risk exposures and properly qualify to procure Cyber insurance coverage.

Simple embezzlement is one thing, and we have processes to detect it and defend against it, but what happens when an executive pressures you to "make the numbers look better"? What should your next step be? Perhaps more importantly, how can you proactively prepare yourself to resist the temptation to either "help" the company or reap some benefits personally from financial statement misrepresentation? You've heard from major perpetrators of frauds. Now, hear from a fellow CPA and CFO who blew the whistle on a $20 million dollar fraud.