Thumbnail for 2022 AICPA & CIMA CFO Conference

2022 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 2022 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: 2022 AICPA & CIMA CFO Conference

Sessions Included:

Keynote: A Delicate Balancing Act in 2022 (Apr 27, 2022 11:00 AM)

ESG and Performance Management (Apr 28, 2022 12:00 PM)

Workforce Legislation and Unions (Apr 29, 2022 08:00 AM)

Leading Transformation: Reimagining Finance (Apr 27, 2022 01:55 PM)

Finance at the Forefront of M&A (Apr 27, 2022 01:55 PM)

The Resiliency Theory (Apr 27, 2022 02:55 PM)

Successful Implementation of the New FASB Lease Accounting Standards . . . the "Last Laps" (Apr 27, 2022 02:55 PM)

The High Cost of Free Social Media (Apr 27, 2022 03:55 PM)

Balancing Act: Workforce Demands & Fiscal Responsibility, Sponsored by Marsh McLennan Agency (Apr 28, 2022 06:00 AM)

Purpose-Driven Finance Leader: Exploring the Duality of Purpose & Profits, Sponsored by Sage (Apr 28, 2022 06:00 AM)

Keynote: Moving from Business Partner to Value Partner: The Next Evolution of Finance (Apr 28, 2022 07:00 AM)

Dynamic Risk and Finance Integration (Apr 28, 2022 08:25 AM)

Employee Retention and Attrition in a Hybrid Workforce - New Game, New Rules (Apr 28, 2022 09:45 AM)

How Great Leaders Magnify the Power of Teams (Apr 27, 2022 12:35 PM)

Understanding the Bottom Line of the Supply Chain (Apr 28, 2022 02:20 PM)

Business Resilience (Apr 28, 2022 01:00 PM)

Tax Changes in the Near Future? (Apr 28, 2022 01:00 PM)

CFO Roundtable: What's Keeping CFOs Up at Night? (Apr 28, 2022 03:20 PM)

The Future is Agile Finance: CFO Strategy & 2022 CFO Benchmarks, Sponsored by Prophix (Apr 29, 2022 06:00 AM)

Top 5 Ways to Accelerate Digitalization in the Finance Function, Sponsored by Trintech (Apr 29, 2022 06:00 AM)

Keynote: Time Power-Ups: Get the Right Things Done to Work Well and Play More! (Apr 29, 2022 07:00 AM)

Developing a Trade Secret Protection Program and Reduce Theft Risk (Apr 29, 2022 08:00 AM)

Cybersecurity Threat Landscape, Risk Management and Incident Response (Apr 28, 2022 12:00 PM)

From Data to Decisions: How Data Visualization Helps Reveal the Meaning in Your Numbers (Apr 29, 2022 09:45 AM)

The Crazy State of the Cyber Insurance Market (Apr 29, 2022 09:45 AM)

Fraud in the C-Suite (Apr 29, 2022 11:10 AM)

$37900
Standard Price
  • Thumbnail for Identifying Amplifiers to Drive Corporate Performance (Additional Fee, Onsite Only)
    Identification
    CFO22101
    Date
    April 27, 2022

    If you are a financial executive that is looking to increase your impact on your organization, drive positive change, and amplify the power of your teams, this workshop is perfect for you. In this workshop, Wall Street Journal best-selling author of Amplifiers, Tom Finegan will facilitate a working session to help you identify the styles, motives, and traits of leaders, followers, and amplifiers in your finance team and throughout the organization.

    You will be given the tools to scout for Amplifiers and to facilitate your own sessions at your organization to activate leaders and followers to build the right talent framework for your business. The content for this workshop has been leveraged with leaders who are ready to help their business transform to the next level. Each workshop participant will receive a signed copy of Amplifiers.

    Objectives

    • Recognize the common styles, motives, and traits of leaders, followers, and amplifiers and why these matter
    • Identify the tools needed to scout for Amplifiers at their own organization and empower them to drive improved team performance
    • Formulate a plan for how to best leverage their organization’s amplifiers, leaders, and followers to achieve outcomes for the financial health of the organization

    Speaker

    Speaker Image for Tom Finegan
    Chairman and CEO, Clarkson Consulting
    $7900
    Standard Price
  • Thumbnail for Keynote: A Delicate Balancing Act in 2022
    Identification
    CFO2201
    Date
    April 27, 2022

    After experiencing one of the most severe economic shocks of the past century in 2020, the US economy has vaulted into one of the most rapid recoveries in modern history in 2021. Still, it’s not time to pop the Champagne. The recovery process is far from complete, and the next stage of the recovery will be trickier to navigate.

    Objectives

    • Analyze the economic outlook for 2022
    • Assess market implications of inflation and interest rate outlook

    Speaker

    Speaker Image for Kathy Bostjancic
    Chief US Financial Economist, Oxford Economics
    $4900
    Standard Price
  • Thumbnail for How Great Leaders Magnify the Power of Teams
    Identification
    CFO2202
    Date
    April 27, 2022

    In the increasing competition for talent, market leading organizations are those that best leverage the unique skills and talents of their employees. At the center of the organization, financial leaders are uniquely positioned to drive transformational change in their organization by focusing on talent.

    This session provides a framework for how finance professionals can facilitate the process necessary to scout and identify talent throughout their organization, develop those employees, amplify what’s important for their career fulfillment, and empower them to improve team and corporate performance.

    Objectives

    • Recognize traits, motives, and styles of leaders, followers, and amplifiers and why this is important to understand as an executive
    • Discern the difference between leaders, followers, and amplifiers and how to apply these definitions in their organization
    • Identify how amplifiers can work across functions, industries, and organizations to deliver outsized returns for their business

    Speaker

    Speaker Image for Tom Finegan
    Chairman and CEO, Clarkson Consulting
    $4900
    Standard Price
  • Thumbnail for Leading Transformation: Reimagining Finance
    Identification
    CFO2204
    Date
    April 27, 2022

    Many organizations are undergoing significant change as they prepare for the future of their industries. As a function, the expectation for finance means evolving to new ways of thinking and new ways of working. The connection between what we do and how we do it becomes more pivotal to driving efficiency and critical insights for the business. How can you fully embrace transformation and driving change while still needing to meet the needs of the organization?

    This session will discuss what drives a successful transformation and how finance leaders can use bold thinking and innovative methods to lead their organizations into future.

    Objectives

    • Apply new ways of thinking and working to financial practices
    • Identify opportunities that can drive transformation
    • Recognize insights for future transformation

    Speakers

    Speaker Image for Maurice Kuykendoll
    CFO, Group Insurance, Prudential Financial
    Speaker Image for Christi Maddalena
    VP, Planning & Analysis, Prudential Financial
    $4900
    Standard Price
  • Thumbnail for Finance at the Forefront of M&A
    Identification
    CFO2205
    Date
    April 27, 2022

    Despite the impact of the global pandemic, there has been no shortage of merger and acquisition (M&A) and divestiture activity. Deals rose by 65% in 2021 to more than $5.6 trillion .Respondents in a global survey by Bain & Company expected M&A to contribute to 45% of their growth in the future compared with about 30% over the past three years.

    Finance has always been an integral part of the M&A process. However, until relatively recently, that role has been mostly focused on performing financial due diligence, integrating financial systems, and tracking synergy savings realisation. In the current environment, we are seeing the role of finance expand from purely an accounting lens to a more strategic role in M&A.  During this session we will explore what makes a successful strategic finance M&A capability.

    Objectives

    • Evaluate the expanding role of finance teams in the successful execution of M&A
    • Identify the skills needed from finance professionals
    • Assess the elements of a successful M&A capability

    Speaker

    Speaker Image for David Axson
    CFO Whisperer, N/A
    $4900
    Standard Price
  • Thumbnail for The Resiliency Theory
    Identification
    CFO2206
    Date
    April 27, 2022

    This session will explore how being resilient allows you to take risks and fail and how to build this muscle as a Leader and Mentor.

    Resiliency is the ability to cope with change, let go of things that are no longer serving you, learn from each experience, and develop. Change is truly the only thing that is constant. Each of us have agency in how we navigate and react to change.

    “If you don't like something, change it. If you can't change it, change your attitude.” - Maya Angelou

    Objectives

    • Define resiliency and the skills to build your resiliency muscle
    • Compare the correlation of values and resiliency
    • Distinguish ways to help your mentees practice resiliency

    Speaker

    Speaker Image for Ashley Carson
    Vera Whole Health, Chief People Officer
    $4900
    Standard Price
  • Thumbnail for Successful Implementation of the New FASB Lease Accounting Standards . . . the "Last Laps"
    Identification
    CFO2207
    Date
    April 27, 2022

    This session will focus on the remaining timetable to implement Topic 842…the FASBs New Lease Accounting standards.

    As a co-author of six publications in the Journal of Accountancy over the last several years on this topic, Steve Austin will review the Top 10 Lessons Learned to expedite the process for those working toward implementation and controls for post implementation.

    He will highlight a winning strategy to be efficient in the process with accuracy and quality control and to understand the sequence of events necessary to complete this on time in 2022 or 2023.

    Objectives

    • Analyze key highlights from implementing thousands of new leases
    • Determine how independent auditors are testing Topic 842
    • Identify how to leverage key lessons learned to find efficiency and completeness

    Speaker

    Speaker Image for Stephen Austin
    Stephen Austin, CPA, MBA
    Managing Partner, Swenson Advisors
    $4900
    Standard Price
  • Thumbnail for The High Cost of Free Social Media
    Identification
    CFO2208
    Date
    April 27, 2022

    In this engaging presentation, Stafford Wood will offer the good, the bad and the ugly of using social media for your company. She will cover best practices in social media marketing with an eye towards mitigating risk, limiting liability, reducing time spent, budgeting for expenses and encouraging appropriate employee engagement with corporate social media policies. This presentation is meant for all participants regardless of their experience in the communications field.

    Objectives

    • Interpret the risks of unsupervised social media management
    • Determine the benefits of utilizing social media as a channel for business growth and reputation management
    • Formulate a preliminary budget for social media expenses including labor, advertising and creative

    Speaker

    Speaker Image for Stafford Wood
    Stafford Wood, APR, Senior Practitioner
    President, Covalent Logic
    $4900
    Standard Price
  • Thumbnail for Balancing Act: Workforce Demands & Fiscal Responsibility, Sponsored by Marsh McLennan Agency
    Identification
    CFO22SS01
    Date
    April 28, 2022

    Organizations are relying on CFOs in new and challenging ways – beyond core financial functions and now as strategic leaders central to corporate planning and decision-making. Our session will address these changes including flexibility and enhanced benefits and investment in DE&I while containing costs and growing your organization and answer questions such as:

    • What must CFOs and their C-suite partners know to deliver flexible and inclusive benefits to attract and retain critical talent?
    • Why must CFOs lead the charge in promoting a vision for sustainable growth in a hybrid/remote working environment?
    • How can CFOs accomplish cost containment and revenue growth in a difficult talent market?

    We will share the latest trend and benchmark data, and provide specific strategies CFOs can consider to drive meaningful value in their organizations.

    Objectives

    • Determine what it means to have inclusive benefits, why it matters to your workforce, and why it should matter to CFOs and their C-suite partners
    • Recognize the latest employee benefits trends and what the workforce is demanding
    • Analyze specific strategies to help mitigate costs and support revenue growth goals while managing the demands and needs of employees

    Speaker

    Speaker Image for Anthony Carlozo
    Senior Employee Benefits Consultant, Marsh McLennan Agency LLC
    $4900
    Standard Price
  • Thumbnail for Purpose-Driven Finance Leader: Exploring the Duality of Purpose & Profits, Sponsored by Sage
    Identification
    CFO22SS02
    Date
    April 28, 2022

    Is doing good, good for business? CFOs play a transformative role in their organizations, and the pressures of being a data-driven finance leader, a catalyst for human-centric digital transformation, and a strategic partner to the C-suite may seem to leave little room for tackling environmental, social and governance (ESG) challenges. Yet a recent Accenture survey of senior finance leaders found that 68% of respondents say that Finance is responsible for their organization's ESG efforts. In this session we'll explore how Finance leaders can start thinking about the relationship between technology and ESG.

    Objectives

    • Determine how back office systems can help organizations track metrics
    • Recognize how freeing up time so that organizations can focus more on charitable and socially conscious activities will help society into the future
    • Assess powering good stewardship with the help of analytics

    Speaker

    Speaker Image for Rauli Garcia
    Vice President of Strategic Marketing, Sage Intacct
    $4900
    Standard Price
  • Thumbnail for Keynote: Moving from Business Partner to Value Partner: The Next Evolution of Finance
    Identification
    CFO2209
    Date
    April 28, 2022

    Keynote session sponsored by Workday.

    The needs of organizations have changed significantly through the pandemic, requiring CFOs to power up business guidance to thrive in the “next normal”. Finance must not only embrace extreme automation to deliver this guidance effectively, but also take ownership of the finance data model and automate insight generation to become true value partners to the business. Join Workday finance executives and customers as they share the strategies and solutions they have used to prepare for the next evolution in finance. 

    Objectives

    • Recognize the capabilities of next-generation Cloud ERP
    • Assess use cases for finance automation
    • Analyze the application of AI and machine learning in automating insight generation
    • Determine how technology forms the platform for value creation

    Speakers

    Speaker Image for Ash Noah
    Ash Noah, CPA, CGMA
    VP Managing Director, Learning, Education and Development, AICPA & CIMA
    Speaker Image for Robynne Sisco
    Co-President, Workday
    Speaker Image for Gwen Shaneyfelt
    EVP - Chief Accounting Officer, Franklin Templeton
    Speaker Image for Brad Floering
    VP of Finance, Snowflake
    Speaker Image for Jeff Jacoby
    Principal Financial Lead, Workday
    $4900
    Standard Price
  • Thumbnail for Dynamic Risk and Finance Integration
    Identification
    CFO2210
    Date
    April 28, 2022

    By integrating the Risk and Finance information, a firm can understand and derive its current and future financial health more comprehensively.

    The risks to a firm are many - financial, operational, reputational, regulatory, and business. Some are easier to quantify than others. The ones that are difficult to quantify are typically addressed with qualitative analysis, adjustments, and overlays.

    Financial entities are heavily and increasingly invested in this integrated approach, especially since the 2008 Global Financial Crisis (GFC). Among other things, the GFC exposed the absence of this integration. Since many of these entities were considered globally & systemically risky, many regulations such as BCBS-239, IFRS 17-11, CCAR, ICAAP, etc. were enacted to avert this in the future. Ultimately the goal of these regulations, which continue to evolve, is to force financial institutions to take a more integrated view of risk. Although there were many skeptics, today there is general consensus that these regulations have made financial institutions significantly more sound.

    Non-financial firms will benefit from the same approach as well, albeit fine-tuned and adjusted for their individual business environment and operating model.

    Objectives

    • Evaluate the importance and criticality of having a comprehensive and consistent view of risk and finance and why it matters
    • Determine the key considerations in developing such a framework, the technological considerations (cloud, big data, open source, ML/ AL, etc.), and how you should approach it.
    • Assess lessons learned from some organizations that have been at the forefront of this digital transformation

    Speaker

    Speaker Image for Sumit Chattopadhyay
    North American Risk and Finance Leader, SAS
    $4900
    Standard Price
  • Thumbnail for Employee Retention and Attrition in a Hybrid Workforce - New Game, New Rules
    Identification
    CFO2211
    Date
    April 28, 2022

    Why are your best people the ones most likely to leave?  What can you do to "future proof" your organization from the great resignation?  How can we build a cohesive culture when we are scattered and jumbled?  As there are multiple causes, in this fast-paced presentation our speaker will share multiple tactics based on live data from Operations and Human Resources. First, we cover new methods for changing your sourcing and screening to match the modern workforce. Then, we look at keeping the good ones - avoiding turnover and improving engagement in a distributed workforce.

    Objectives

    • Recognize the new definitions of the workforce
    • Identify two key actions that you can take to retain high performers
    • Use virtual tools differently to maintain your culture at a distance
    • Determine how to raise your standards during a talent shortage

    Speaker

    Speaker Image for Karl Ahlrichs
    Karl J. Ahlrichs, SHRM-SCP, SPHR, CSP
    Senior Consultant, ExpertSpeaks
    $4900
    Standard Price
  • Thumbnail for ESG and Performance Management
    Identification
    CFO2212
    Date
    April 28, 2022

    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.

    Recent major developments include the formation of the International Sustainability Standards Board (ISSB) by the IFRS Foundation, the creation of the Corporate Sustainability Reporting Directive (CSRD) in the EU, and in the US, what the SEC has referred to as an “all agency response” to these concerns.

    This session will provide an overview of the evolving reporting and regulatory landscape, along with an approach for building an ESG program and managing sustainability performance in your company.

    Objectives

    • Recognize the key components of the sustainability reporting landscape and the potential impact on your business
    • Identify the critical concepts of the two ISSB prototype standards for Sustainability-related Financial Information and Climate-related Disclosures
    • Formulate 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 Dirk Cockrum
    Manager Director ESG, FORVIS
    $4900
    Standard Price
  • Thumbnail for Cybersecurity Threat Landscape, Risk Management and Incident Response
    Identification
    CFO2213
    Date
    April 28, 2022

    As new cybersecurity threats continue to emerge, the ongoing challenges around proper risk mitigation and incident response 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 and how best to respond.

    This session will cover the latest cybersecurity threat landscape and the risks and challenges that professionals face in collecting, storing, processing and safeguarding sensitive information along with best practices used when responding to a breach. 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.

    Objectives

    • Identify the latest threats to their digital assets, how to best mitigate cyber risk and respond to cyber incidents.
    • Analyze cyber incident case studies and applicable lessons learned
    • Evaluate cyber risk, governance, prevention, detection and response for organizations, in addition to their third-party and supply-chain relationships

    Speaker

    Speaker Image for Steven Ursillo
    Partner, Risk Accounting and Advisory, Information Assurance and Cybersecurity, Cherry Bekaert
    $4900
    Standard Price

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