Thumbnail for 2023 AICPA & CIMA CFO Conference

2023 AICPA & CIMA CFO Conference


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 2023 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: 2023 AICPA & CIMA CFO Conference

Sessions Included:

Economic Update (May 10, 2023 01:10 PM)

The State of Capital Markets. (May 10, 2023 03:00 PM)

The Emerging Metaverse: More than Blockchain, Bitcoin and Gaming (May 10, 2023 03:00 PM)

Using Emotional Intelligence to Manage Change (May 10, 2023 04:00 PM)

Supercharging the CFO Office with AI (May 10, 2023 04:00 PM)

Future of Finance: Closing the Skills Gap (May 10, 2023 05:00 PM)

How Web-Technology is Changing Small Business Accounting, presented by Acumatica (May 11, 2023 07:00 AM)

Forward-Looking Risk Management to Enable Fast Growth (May 11, 2023 09:25 AM)

Agile Finance Transformation: You must be M-A-D! (May 11, 2023 10:45 AM)

Tax Update May 2023 (May 11, 2023 10:45 AM)

Finding Actionable Insights with Data Visualization (May 11, 2023 11:45 AM)

Cyber Risk: This is not an IT Thing, It's an Organization Thing (May 11, 2023 11:45 AM)

M&A Integrations: Successful Planning and Execution (May 11, 2023 01:45 PM)

ESG: Implementation Implications of Reporting Requirements (May 11, 2023 01:45 PM)

Improving Performance Management (May 11, 2023 03:10 PM)

Defining Value Partnering (May 11, 2023 03:10 PM)

DEI in Finance Leadership (May 11, 2023 04:30 PM)

Regulatory Complexity and the Convergence of Direct Tax and Financial Close Processing, presented by Wolters Kluwer (May 12, 2023 07:00 AM)

The Accountant Shortage: How CFOs Can Attract Talent, presented by Miles Education (May 12, 2023 07:00 AM)

FP&A and Supply Chain - How to Build and Integrate into Your Finance Function (May 12, 2023 08:00 AM)

Revolutionized Results: A Case Study in Forecasting and Excel Culture (May 12, 2023 09:00 AM)

Fraud: Heeding the Warning Signs (May 12, 2023 10:20 AM)

$37900
Standard Price
  • Thumbnail for Lessons in Crisis Leadership: How to Build Business Resilience (Additional Fee, Onsite Only)
    Identification
    CFO23101
    Date
    May 10, 2023

    How confident are you on your leadership skills in the face of a potential crisis event? Headlines today highlight a number of potential crises that could impact your business, ranging from a cybersecurity attack to a drought, to a landslide from a torrential downpour. As today’s business environment becomes more complex and interrelated, confronting some sort of crisis is almost inevitable. Crises can disrupt your company’s operations as well as threaten its strategic viability. The changing role of the CFO involves understanding how to prevent crises and build a robust crisis readiness strategy.

    Through interactive breakout sessions, this workshop will help leaders bridge the confidence gap and build resilience by examining crisis management best practices from world-class organizations.

    Objectives

    • Analyze trending topics in cybersecurity and resilience
    • Calculate how to prepare for the expected and the unexpected
    • Identify preventive approaches to minimize or avert a crisis situation
    • Determine strategies for preparation, response and recovery

    Speakers

    Speaker Image for Jorge Vargas
    Head of Security Americas, Volvo Group
    Speaker Image for Franklin Guerrini
    Regional Security Director LATAM, Volvo Group
    $7900
    Standard Price
  • Thumbnail for Economic Update
    Identification
    CFO2302
    Date
    May 10, 2023

    By the time of the conference, the FOMC will likely have raised policy rates another 50 basis points, lifting the fed funds target range to 5.00%-to-5.25%, just a bit below the level hit before the Great Recession in 2007. Meantime, despite some early-year economic momentum, the cumulative impact of 500 basis points worth of tightening should be coming home to roost. At least a mild recession seems likely.

    Objectives

    • Identify why inflation is being stubborn and forcing the Fed’s hand. This will help participants better assess the risk of even more rate hikes.
    • Analyze why in the face of aggressive Fed tightening, the economy still has offsetting growth supports. This will help participants better assess the risk of a deeper economic downturn.

    Speaker

    Speaker Image for Michael Gregory
    Deputy Chief Economist & Head of U.S. Economics, BMO
    $4900
    Standard Price
  • Thumbnail for The State of Capital Markets.
    Identification
    CFO2303
    Date
    May 10, 2023

    Overview of the U.S. Equity Capital Markets in 2023, and how each market is performing.  We will also cover what to consider when it comes to developing a financing strategy, and various execution alternatives to ensure a strong outcome.

    Objectives

    • Analyze the current dynamic of the equity capital markets.
    • Identify how to raise capital in the context of today's market backdrop

    Speaker

    Speaker Image for Zach Dombrowski
    Director, William Blair
    $4900
    Standard Price
  • Thumbnail for The Emerging Metaverse: More than Blockchain, Bitcoin and Gaming
    Identification
    CFO2304
    Date
    May 10, 2023

    Based on extensive research, executives at Accenture outline how the internet is being reimagined as a continuum where the physical and digital worlds will intersect daily. Rather than viewing digital content, people will live and be present within it.

    This continuum is bringing the next major wave of digital change to enterprises, how they interact with customers, how employees interact with each other, how products and services are delivered, and how their business models will evolve.

    CFOs must not only be aware of digital currencies, NFTs, and explore various perspectives for determining how the balance sheet will reflect digital assets, leaders need to start making big leaps forward in how they think about their business – today.

    This session will provide baseline terminology and explore various future focused scenarios that highlight the emerging metaverse that will revolutionize consumer experiences and business applications.

    Objectives

    • Identify & explore the four building blocks of the Metaverse Continuum
    • Recognize & analyze a variety of disruptive business scenarios and transformational possibilities for global enterprises
    • Identify features of the metaverse that are most relevant to your business and begin to formulate a plan for incorporating these components into your organization strategy

    Speaker

    Speaker Image for Michael Grant
    Senior Director - Learning Innovation & Assessment, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for Using Emotional Intelligence to Manage Change
    Identification
    CFO2305
    Date
    May 10, 2023

    In a world that is rapidly changing, it is important to think about how change is impacting and influencing our emotions. Emotions are involved in every decision we make. Emotional intelligence, or EI, is the ability to identify and manage your own emotions, and those of the people around you, and to focus your emotional energy to get things done. EI, is a flexible set of skills that can be acquired and improved with practice. In this session we will discuss how EI can be use to:

    • Improve communication,
    • Improve problem solving,
    • Build relationships, and
    • Manage stress.

    Objectives

    • Identify emotional intelligence.
    • Recognize & understand the how emotional intelligence can be leveraged to manage change.

    Speaker

    Speaker Image for Nigel Franklyn
    Nigel Franklyn, CPA, CGMA
    Senior Director, Finance and IT, Kripalu Center for Yoga & Health
    $4900
    Standard Price
  • Thumbnail for Supercharging the CFO Office with AI
    Identification
    CFO2306
    Date
    May 10, 2023

    In this session, we will discuss how A.I can be used in finance for forecasting and prediction. Excel has traditionally been the modeling tool of choice for financial professionals. We tend to overgeneralize the relation between various data points, and it frequently produces erroneous predictions. . On the other hand, AI can create a formula based on historical data trends that can be paired with leading indicators to enhance modeling results.

    Objectives

    • Identify A.I for finance opportunities, limitations
    • Recognize A.I use cases, Finance data strategies

    Speaker

    Speaker Image for Ashok Manthena
    A.I Strategist, A.I for Finance
    $4900
    Standard Price
  • Thumbnail for How Web-Technology is Changing Small Business Accounting, presented by Acumatica
    Identification
    CFO23SS01
    Date
    May 11, 2023

    Discover how modern accounting applications are improving collaboration, helping remote workers, and enabling a new breed of accountants to run small and medium sized businesses. In this session, you'll gain an better understanding of how the accounting system becomes the single source of truth for sales, inventory, payroll, marketing, support, and more without heavy investment in infrastructure.

    Objectives

    • Indicate the architectural advantages of a web-based software solution
    • Recognize best practices for collaboration between accountants and internal employees as well as external vendors and customers
    • Identify the pricing models associated with modern cloud systems

    Speaker

    Speaker Image for Douglas Johnson
    Vice President of Product Management, Acumatica
    $4900
    Standard Price
  • Thumbnail for Forward-Looking Risk Management to Enable Fast Growth
    Identification
    CFO2309
    Date
    May 11, 2023

    Small and medium businesses drive economic growth in the United States and are primary targets for acquisitions. However, a substantial percentage of small businesses fail and do not reach their full potential. Forward-looking risk management is key to enable emerging businesses to grow sustainably and maximize their value. During this presentation, we will discuss how to implement a forward-looking risk management mindset in your business, why proactive investments in growth capabilities lead to long-term benefits, and the keys to achieve Advanced Analytics maturity to enable effective risk management and smart business decisions.

    Objectives

    • Identify & understand the importance of effective risk management to enable fast growth.
    • Analyze how to implement a forward-looking risk management mindset in your business.
    • Determine why proactive investments in growth capabilities lead to long-term benefits.
    • Identify the keys to achieve Advanced Analytics maturity to enable effective risk management and smart business decisions.

    Speaker

    Speaker Image for Ted Delgado
    Ted E. Delgado, CPA, CGMA, MBA, CMA, CFM
    Finance Vice President & Controller, McLane Company
    $4900
    Standard Price
  • Thumbnail for Agile Finance Transformation: You must be M-A-D!
    Identification
    CFO2310
    Date
    May 11, 2023

    One of the recurring themes cited by CFO’s in today’s fast past business environment is the ongoing need for accelerated finance transformation. CFOs are increasingly becoming considered to be CVOs, or “Chief Value Officers,” in their organizations. In successful organizations, creating value is driven by value-based decisions. Value-based decisions are based on high quality data and analysis. High quality data and analysis are delivered by finance professionals that have a growth mindset.

    Attend this interactive session to learn about the practical application of key business process improvement techniques and find out why you need to be M-A-D to succeed in a Finance Transformation (Mindset-Agile-Digital).

    Objectives

    • Recognize the importance of a growth mindset
    • Identify how to empower your team to develop agile ways of working
    • Recognize the tools and processes available to implement Agility in Finance

    Speaker

    Speaker Image for Graham Collins
    Graham D. Collins, MSc, FCMA, CGMA
    VP Investor Relations, bp America Inc
    $4900
    Standard Price
  • Thumbnail for Tax Update May 2023
    Identification
    CFO2311
    Date
    May 11, 2023

    We will discuss recent business-related legislative updates and current hot topics including changes effective for tax years 2022 and beyond.

    Objectives

    • Identify recent legislative changes impacting businesses.
    • Distinguish & discuss current hot topics in business taxation.
    • Recognize & understand impacts of 2022 tax changes.

    Speaker

    Speaker Image for Heather Allen
    Tax Partner, Tanner LLC
    $4900
    Standard Price
  • Thumbnail for Finding Actionable Insights with Data Visualization
    Identification
    CFO2312
    Date
    May 11, 2023

    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 for Finance and Accounting professionals. This tool-neutral session will introduce a common vocabulary for data visualization and provide examples of how to help your team reveal actionable insights in your data.

    In addition to real-world examples, we will also provide some curated resources to help with continued learning after class.

    Objectives

    • Identify & understand a repeatable methodology for answering business and finance questions with data
    • Recognize and interpret examples of data visualization and reveal actionable insights
    • Indicate & discuss best practices for the use of color in data visualization
    • Identify supplemental resources to allow continued learning about data analytics and visual reporting

    Speaker

    Speaker Image for Joseph Oringel
    Managing Director, Visual Risk IQ
    $4900
    Standard Price
  • Thumbnail for Cyber Risk: This is not an IT Thing, It's an Organization Thing
    Identification
    CFO2313
    Date
    May 11, 2023

    Cybersecurity is an enterprise risk which requires cyber savvy CFOs to address in their oversight responsibilities. This presentation will provide a discussion of today’s cyber threat landscape and some of the strategic challenges facing today’s CFO in addressing cybersecurity as an enterprise risk.

    Objectives

    • Identify key elements of today’s cyber threat landscape
    • Recognize challenges and considerations in addressing cybersecurity as an enterprise risk

    Speaker

    Speaker Image for Pedro Cordero
    Pedro D. Cordero, CPA, CISSP, CISA
    Founder and Principal, Hacking The Cyber Threat LLC
    $4900
    Standard Price
  • Thumbnail for M&A Integrations: Successful Planning and Execution
    Identification
    CFO2314
    Date
    May 11, 2023

    Most acquisitions fail to achieve their potential economic value because of ineffective and unsustainable integrations. No M&A integration can succeed without addressing foundational systems and processes. Key areas of discussion in this session that will enable to improve M&A integrations include the following:

    · Timing of the integration planning and execution

    · Consideration of similarities and differences between the organization and business being acquired to identify areas or capabilities which may not be integrated

    · Communication and execution, including financial reporting post-closing

    Although one size does not fit all situations, leaving a business as a stand-alone is not an integration.

    Objectives

    • Identify & understand the importance of planning for a successful acquisition and integration
    • Analyze areas and issues that may arise if not initially addressed

    Speakers

    Speaker Image for Ted Delgado
    Ted E. Delgado, CPA, CGMA, MBA, CMA, CFM
    Finance Vice President & Controller, McLane Company
    Speaker Image for Summer Redmon
    CFO, Ascend Healthcare
    Speaker Image for Sandy Sloyer
    Sandy Sloyer, CPA, CGMA, MBA
    Chief Financial Officer Services, CFGI, LLC
    $4900
    Standard Price
  • Thumbnail for ESG: Implementation Implications of Reporting Requirements
    Identification
    CFO2315
    Date
    May 11, 2023

    Increasing concerns about ESG issues range from climate-related droughts and disasters, to diversity, equity, inclusion, as well as employee health and well-being. These increasing concerns have translated into broader expectations of businesses to address these issues, and to report on them. These expectations are not limited to requirements imposed by regulators, but also include demands by investors, private equity providers, banks and other financial institutions. Financing around the globe is increasingly being linked to progress on various ESG targets or measures.

    In terms of reporting, the initial two global standards developed by the International Sustainability Standards Board (ISSB) are scheduled for launch in June 2023. In the U.S., the final SEC rule on GHG disclosures is expected to also be released mid-year. In the EU, the Corporate Sustainability Reporting Directive (CSRD), has a comprehensive suite of European Sustainability Reporting Standards (ESRS) in the final stages of review and approval. Also expected in 2023 is the release of the final Task Force on Nature-related Financial Disclosures (TNFD) framework designed to address biodiversity concerns.

    This session will provide an overview of the rapidly developing ESG landscape, along with examples of initiatives by leading companies to develop and implement internal strategies to meet the ESG goals of their organizations.

    Objectives

    • Identify the key components of the sustainability landscape and the potential impact on your business
    • Analyze the critical concepts and timelines of the key standards, regulations, and reporting frameworks
    • Determine a plan for designing, implementing, and monitoring an ESG accounting and reporting program that is suitable for your organization

    Speakers

    Speaker Image for Kenneth Witt
    Associate Technical Director, MA R&D, AICPA & CIMA
    Speaker Image for Ana-Maria Cornoiu
    VP Business Risk Assurance & Advisory, Volvo Financial Services LLC
    Speaker Image for Will Bondurant
    Chief Financial Officer, apree health
    $4900
    Standard Price
  • Thumbnail for Improving Performance Management
    Identification
    CFO2316
    Date
    May 11, 2023

    Performance management has come a long way from a decade ago when a Deloitte survey found that only 7% of CEOs believed that their organization's approach to performance management was effective.  But we still have a lot to learn. In this session, we'll go through real examples of performance management approaches at different organizations and dissect what works and what to avoid.  We'll share research about behavioral science and neuroscience and apply it to the design of your performance management systems.  Lastly, we'll discuss how to tailor your approach to fit the culture of your team.

    Objectives

    • Determine factors that contribute to an effective performance management system
    • Identify factors that can detract from effective performance management
    • Analyze tools that can support an effective performance management system
    • Calculate how to tailor your approach to performance to the culture of your organization
    • Apply behavioral science research to the design of performance management systems

    Speaker

    Speaker Image for Dan Griffiths
    Dan Griffiths, CPA, CGMA
    CEO, Lume Deodorant
    $4900
    Standard Price

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