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.

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?

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.

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?

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.

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.

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.

The pace of tax legislative change has not slowed and companies, once again, face the prospect of significant tax legislation being enacted late in the year.  An update will be provided on the status of current legislative proposals as well as key tax developments at both the federal and state level over the past year.  Key considerations from a tax accounting perspective will be covered in anticipation of the potential enactment of significant new legislation prior to year-end.

Technology has significantly transformed the landscape of business over the past several years. Data analytics and data strategies have become essential for businesses of all sizes. Forecasting and modeling have become critical skills for finance professionals as they perfom financial planning and analysis in their companies and provide information for decision-making.

This panel discussion will focus on innovations in technology and how you can leverage these advances to contribute to the value creation process in your businesses.

While sustainability, or ESG issues have previously been primarily in the domain of larger, consumer-facing, public companies, often with limited involvement by the finance function, this is no longer the case. With increased urgency about climate impacts and the widespread embrace of major social issues, there is also increased demand for disclosures on these concerns being made by investors, and other stakeholders, including regulators.

One of the challenges that business face in responding to these increased demands is what has often been referred to as the “alphabet soup” of reporting frameworks and standards. This session will provide an overview of the rapidly-changing reporting and regulatory landscape and the likely impact on companies of all sizes.

Where accounting and customer service intersects. How to elevate your skills in your daily interactions.

This session will cover traditional debt financing options for small and midsize companies. We will cover different types of credit facilities, what is required  and how to approach financial institutions to 

According to the Q2 AICPA Economic Outlook survey, availability of skilled personnel is back to the number one priority for finance leaders. One clear result of the Covid-19 pandemic has been the rapid acceleration of the digital transformation of our economy. Accompanying this digital transformation is an acceleration of changes to the critical skills, capabilities and mindsets that businesses need from their finance function. It is therefore vital to develop a strategic and sustainable approach to acquiring, developing and retaining a diverse pool of accounting and finance talent.

In this session, Barry Payne, Director - External Relations, Management Accounting will be joined by James Miln, Senior Vice President Finance and Investor Relations at Yelp to share insights on how Yelp has driven this change by putting together more formal development building blocks – and how Yelp has used models such as the CGMA Competency Framework to develop finance capability and talent needed to drive changes to their digital business and operating model.

In this session we will explore how the evolving workforce and workplace could impact your real estate strategy, and leverage global experience to understand strategies and investments that you can deploy to manage your cost footprint.

Today leading high impact teams calls for a specific set of skills that promote fun, productivity and engagement.  Leave this session with a playbook of how to be productive while at the same time promoting a sense of community and purpose.

Sustainability and ESG reporting are becoming table-stakes for many businesses. Increasingly customers, employees, shareholders, and stakeholders are interested in understanding the real-world outcomes of a company’s operations, products/services, and investments. From building branding loyalty to attracting and retaining employees, being able to quantify and communicate impact has never been more important for business leaders. Join this discussion with Jennifer Reilly, CPA, CGMA, Chief Administrative Officer at TIAA, and Amanda Kizer, Director of Impact at Nuveen, a TIAA company, to learn about how businesses can credibly measure and communicate their lasting impact on the world.

This session will focus on recent FASB and SEC rulemaking and highlight the resulting impacts to accounting and financial reporting matters that may impact your company's financial statements.

This session is a practitioner's view of how to lead finance transformation in today’s environment of constant change. There are two sections to the conversation. The first is how to transform finance and the second is the role of finance as organizations transform. The main idea: Finance must transform to support organizations that are transforming.

Ethics in beliefs. Integrity in daily actions. Controls to block those facing temptation. Plus compliance and audit experts to verify actual results. These are the four foundations of any meaningful Business Ethics and Fraud Risk Management initiative. Short on theory and deep into suggested road-tested actions, this lightning-fast session we’ll leave you with six specific steps to take to make your ethics and prevention programs come alive for employees.

This session discusses covers the effects of COVID on the casino from the beginning of the pandemic until current.  Time will be allowed for Q & A at the conclusion.