Thumbnail for 2024 AICPA & CIMA CFO Conference

2024 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 2024 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: 2024 AICPA & CIMA CFO Conference

Sessions Included:

Amplifiers: Relying on Your Best People to Drive Strategic Change (Onsite Only) (Apr 24, 2024 08:00 AM)

5G, AI & ESP: Finding the ROI in New Technologies (Apr 24, 2024 01:35 PM)

Leveraging Agile Budgeting and Forecasting Techniques (Apr 24, 2024 03:00 PM)

Future of Finance 2.0: 21st Century Challenges and Essential Skills (Apr 26, 2024 10:20 AM)

Navigating the Initial 100 Days: Strategies for Success in the Role of CFO/CAO (Apr 24, 2024 04:00 PM)

The Changing Face of Sales Tax, presented by Sovos Compliance (Apr 25, 2024 08:00 AM)

Confessions of an AI/ML Early Adopter, presented by Acumatica (Apr 25, 2024 08:00 AM)

Economic Update & Market Commentary (Apr 25, 2024 09:00 AM)

Your Business as the Talent Destination of Choice (Apr 25, 2024 10:45 AM)

Tax Update - An Ever-Changing Landscape (Apr 25, 2024 12:10 PM)

A Guide to Overcoming the Exhausting Roller Coaster of Change (Apr 25, 2024 12:10 PM)

Risk Management Best Practices: Controlling your Insurance Spend (Apr 25, 2024 02:00 PM)

The Evolving CFO: Charting a Course to Board Leadership (Apr 25, 2024 02:00 PM)

Sailing Through Uncertainty: Nurturing Team Resilience for Success in Changing Tides (Apr 25, 2024 03:45 PM)

Cybersecurity: Not a One Size Fits All (Apr 25, 2024 04:45 PM)

CFO’s Outlook 2024: Creating a Cash Culture, presented by HighRadius (Apr 26, 2024 08:00 AM)

Intelligent Finance: Predicting the Future of Drive Business Strategy, presented by Workday (Apr 26, 2024 08:00 AM)

Elevating Financial Leadership: Strategy, Team Vision, and Alignment (Apr 26, 2024 09:00 AM)

The CFO's Secret Weapon: Unleashing Agility and Value with Fractional Financial Partners (Apr 24, 2024 03:00 PM)

$29900
Standard Price
  • Thumbnail for Amplifiers: Relying on Your Best People to Drive Strategic Change (Onsite Only)
    Identification
    CFO24102
    Date
    April 24, 2024

    **INCLUDED IN MAIN CONFERENCE PASS | IN PERSON ONLY**

    The acceleration of digital transformation has been consistently identified as one of the top 5 challenges by executives participating in the AICPA & CIMA Future of Finance Leadership Advisory Group. In this workshop, Wall Street Journal best-selling author of Amplifiers, Tom Finegan will demonstrate how to deliver strategic and transformative change by relying on the efforts of key, exemplary followers.

    This working session will help you identify the styles, motives, and traits of leaders, followers, and amplifiers in your finance team and throughout the organization, including the different ways that being a true amplifier is experienced by different ethnicities and genders. Participants in this interactive workshop will be given the tools to facilitate sessions in their own organization to activate leaders and followers and build the right talent framework that will enable the change needed to get to the next level.

    Objectives

    • Recognize the common styles, motives, and traits of leaders, followers, and amplifiers
    • Identify the tools needed to scout for Amplifiers at their own organization and empower them to drive improved team performance
    • Determine 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 5G, AI & ESP: Finding the ROI in New Technologies
    Identification
    CFO2402
    Date
    April 24, 2024

    Every company is now a technology company, regardless of industry or customer focus. The pace of new technologies and applications constantly accelerates, often faster than budgets and organizational readiness. In this session, we will discuss how to evaluate and prioritize technology investments while focusing on business outcomes. Technology trends come and go, but ROI is everything!

    Objectives

    • Identify new technologies with higher potential ROI
    • Select new technologies to support achieving successful outcomes

    Speaker

    $4900
    Standard Price
  • Thumbnail for The CFO's Secret Weapon: Unleashing Agility and Value with Fractional Financial Partners
    Identification
    CFO2403
    Date
    April 24, 2024

    Feeling trapped in a sea of spreadsheets? As a CFO, you know your worth goes far beyond crunching numbers. But are endless reconciliations and budget battles holding you back from the strategic thinking that drives real growth? It's time to unleash your secret weapon: the power of fractional financial partners. Imagine a nimble team of seasoned experts, ready to tackle your accounting to strategic finance needs so focus on what you do best – steering your company.

    Join us and discover how partnering with fractional finance resources can break the chains of operational overload, unlock hidden agility, and propel your financial vision to new heights. Get ready to ditch the drudgery and unleash the true power of your financial leadership.

    Objectives

    • Determine how to leverage your fractional financial partners to implement cost-saving measures
    • Recognize practical frameworks for integrating fractional resources into your existing team
    • Identify proven techniques for transitioning from operational to strategic leadership

    Moderator

    Speaker Image for Summer Redmon
    CFO, Ascend Healthcare

    Speakers

    Speaker Image for Chris Ortega
    CEO, Fresh FP&A
    Speaker Image for Pam Chelden
    Director, SC&H Group
    $4900
    Standard Price
  • Thumbnail for Leveraging Agile Budgeting and Forecasting Techniques
    Identification
    CFO2404
    Date
    April 24, 2024

    In today's rapidly changing business environment, traditional budgeting and forecasting methods may not be effective in helping organizations manage uncertainty and adapt to a shifting environment. Agile budgeting and forecasting techniques are becoming an increasingly critical way to help organizations navigate uncertainty, identify risks and opportunities, and respond quickly to changes. Participants in this session will come away with a clear understanding of how agile budgeting and forecasting can help their organization stay ahead of the curve. Based off our experiences at Unum, participants will learn practical tools and techniques for implementing these principles effectively and gain insights from real-world examples.

    Objectives

    • Apply the key principles of agile budgeting and forecasting and how they can help your organization navigate uncertainty and adapt to changing market conditions
    • Identify relevant targets for your organization and learn how to track performance and adjust your financial plans to align with strategic objectives
    • Analyze real world examples that highlight how successfully implemented agile planning has been key to meeting business objectives
    • Use best practices for developing flexible financial models that can adapt to changing circumstances, including the use of “what-if” analyses and sensitivity analysis

    Speaker

    Speaker Image for Danny Waxenberg
    SVP, Global Financial Planning & Analysis, Unum
    $4900
    Standard Price
  • Thumbnail for Navigating the Initial 100 Days: Strategies for Success in the Role of CFO/CAO
    Identification
    CFO2406
    Date
    April 24, 2024

    Join our panel of seasoned financial leaders and industry experts in the CFO/CAO Roundtable. This engaging discussion is tailored for professionals stepping into the roles of Chief Financial Officer (CFO) or Chief Accounting Officer (CAO), offering a comprehensive guide to navigating the intricacies of the crucial first 100 days. From aligning with organizational objectives to building robust relationships with stakeholders, our panelists will share practical strategies and real-world experiences, providing valuable insights to ensure a successful transition.

    Objectives

    • Determine key priorities and apply effective strategies to successfully onboard in the first 100 days as CFO or CAO
    • Identify how to align your financial leadership strategies with organizational objectives to contribute effectively to the overall success of the company

    Speakers

    Speaker Image for Summer Redmon
    CFO, Ascend Healthcare
    Speaker Image for Brenda Morris
    Brenda Morris, CGMA, CPA, MBA
    Partner, CSuite Financial Partners
    Speaker Image for Charles Mondesir
    VP, Controller & Chief Accounting Officer, Northwestern Mutual
    Speaker Image for Ted Delgado
    Ted E. Delgado, CPA, CGMA, MBA, CMA, CFM
    Finance Vice President & Controller, McLane Company

    Moderator

    Speaker Image for Sandy Sloyer
    Sandy Sloyer, CPA, CGMA, MBA
    Chief Financial Officer Services, CFGI, LLC
    $4900
    Standard Price
  • Thumbnail for The Changing Face of Sales Tax, presented by Sovos Compliance
    Identification
    CFO24SS01
    Date
    April 25, 2024

    In this session we will discuss the social and economic factors that have and will continue to influence sales tax changes across the country.

    Objectives

    • Recognize the forces at play causing sales tax to adapt and evolve
    • Analyze changes that may be in store for the future

    Speaker

    Speaker Image for Charles Maniace
    VP - Regulatory Analysis & Design, Sovos Compliance
    $4900
    Standard Price
  • Thumbnail for Confessions of an AI/ML Early Adopter, presented by Acumatica
    Identification
    CFO24SS02
    Date
    April 25, 2024

    The promise of AI/Machine Learning is real, but what can accountants do today to take advantage of this technology without putting their company at risk? In this session learn how AI can automate mundane tasks, surface potential issues, and offer intelligent advice. Learn about the cost, accuracy, and best practices for rolling out AI/ML technologies. Understand what can be accomplished today and what capabilities will be coming in the future.

    Objectives

    • Recognize AI/ML technology and its potential impact on accounting
    • Identify best practices to practically and safely roll out AI/ML

    Speaker

    Speaker Image for Douglas Johnson
    Vice President of Product Management, Acumatica
    $4900
    Standard Price
  • Thumbnail for Economic Update & Market Commentary
    Identification
    CFO2408
    Date
    April 25, 2024

    Brent Schutte, CIO of the Northwestern Mutual Wealth Management Company, connects the dots and outlines how current and future economic and political realities will impact financial markets as we push through 2024 and into 2025.  Brent will also entertain questions from the audience at the conclusion of the session.  

    Objectives

    • Recognize factors impacting the economic outlook for 2024 and 2025
    • Identify how the current macro-economic backdrop impacts financial markets, framed within a long-term investment perspective

    Speaker

    Speaker Image for Brent Schutte
    Wealth Management Company Chief Investment Officer, Northwestern Mutual

    Moderator

    Speaker Image for Charles Mondesir
    VP, Controller & Chief Accounting Officer, Northwestern Mutual
    $4900
    Standard Price
  • Thumbnail for Your Business as the Talent Destination of Choice
    Identification
    CFO2410
    Date
    April 25, 2024

    According to the AICPA & CIMA Future of Finance Group of the world’s leading companies, a top challenge continues to be talent attraction and retention. Along with the pace of change, accelerating digital transformation and redefining what value means, it is imperative for us all to think differently about how we hire and upskill talent for the best blend of capabilities and mindsets. It is also essential to clearly identify the unique value propositions and selling points to attract and retain.  Join Barry Payne — Director of External Relations at AICPA & CIMA, and a panel of finance leaders and learners as they discuss these challenges.

    Objectives

    • Recognize the specific talent challenges you face
    • Identify ways to promote a career value proposition to attract, develop and retain talent
    • Determine how they have used tools like the T-Shape Finance Professional model and the CGMA Competency Framework to identify skills gaps
    • Analyze how programs such as the Professional Apprenticeship for Finance Business Partners and the CGMA Finance Leadership Program have been used by your company to bridge and strengthen these skill gaps

    Moderator

    Speaker Image for Barry Payne
    Director - External Relations, Management Accounting, AICPA & CIMA

    Speakers

    Speaker Image for Paul Young
    Paul S. Young, CPA/CGMA
    SEVP & CFO, Liberty Bank
    Speaker Image for Ana-Maria Cornoiu
    VP Business Risk Assurance & Advisory, Volvo Financial Services LLC
    Speaker Image for Darryl Bonner II
    Sr. Accountant - Apprentice, Liberty Bank
    Speaker Image for Ruth Chu
    Ruth A. Chu, CPA, CGMA
    Assurance Analyst, Volvo Financial Services
    $4900
    Standard Price
  • Thumbnail for Tax Update - An Ever-Changing Landscape
    Identification
    CFO2411
    Date
    April 25, 2024

    The pace of tax legislative change has not slowed and companies, once again, face another year of significant developments that have a wide ranging impact. An update will be provided on recently enacted tax legislation and the status of current legislative proposals as well as key tax developments at the federal, state, and international level over the past year. Key considerations from a tax accounting perspective will be covered in terms of the impact of tax legislative developments and recent FASB guidance.

    Objectives

    • Identify key elements of tax legislation recently enacted and current legislative proposals
    • Recognize recent federal, state, and international legislative trends
    • Analyze potential tax accounting considerations for interim or year-end financial reporting

    Speaker

    Speaker Image for Andrei Petrovsky
    Andrei P. Petrovsky, Enrolled Agent
    Director, PwC
    $4900
    Standard Price
  • Thumbnail for A Guide to Overcoming the Exhausting Roller Coaster of Change
    Identification
    CFO2412
    Date
    April 25, 2024

    As a CFO or finance leader, you carry a great weight of responsibility on your shoulders. You are responsible for ensuring the financial soundness of the business in an uncertain environment, creating evolving strategies that will lead to long-term relevance and business success, adopting the latest technology, managing teams, and keeping stakeholders happy. The list of high-stakes responsibilities goes on and on.

    In this session, you will learn to navigate the pressure and uncertainty of change with more ease.

    Objectives

    • Identify what to expect as you through times of change
    • Recognize what causes change exhaustion that may not be obvious
    • Determine an approach to manage the uncertainty and overwhelm of change with more ease

    Speaker

    Speaker Image for Andrea Millar
    Andrea Millar, RLP®, PCC, CSA, CPA/PFS
    Founder, Andrea Millar Life Planning
    $4900
    Standard Price
  • Thumbnail for Risk Management Best Practices: Controlling your Insurance Spend
    Identification
    CFO2413
    Date
    April 25, 2024

    This program, delivered by two commercial insurance experts, will examine the drivers dramatically pushing up insurance rates. After we examine the state of the insurance market, this program will give you key risk management and risk control tools to manage your company’s risk and insurance budget. The program will review CFO best practices in insurance and risk management program design. The presentation will end with a review of including Environmental, Social and Governance controls in your risk management evaluation and decision making.

    Objectives

    • Identify the complex issues driving the significant increase in insurance costs
    • Analyze significant losses and exposures driving large losses
    • Use Risk Management Techniques to Control your insurance spend

    Speakers

    Speaker Image for Mary Dronson
    Senior Vice President, Account Executive, Marsh & McLennan
    Speaker Image for Jane Downey
    Jane M. Downey, ARM, M.Ed
    President, Clarity Concepts, Inc.
    $4900
    Standard Price
  • Thumbnail for The Evolving CFO: Charting a Course to Board Leadership
    Identification
    CFO2414
    Date
    April 25, 2024

    Embark on a captivating journey with our distinguished panel of seasoned executives and board members as they share their stories and insights on the transformative path from CFO/CAO to a strategic board role. In this illuminating session, we delve into the aspects of preparing, navigating, and evaluating opportunities for CFOs eyeing the next chapter in their careers. This session goes beyond traditional discussions, developing themes for you around board strategic decision-making and the art of value addition in the boardroom. Join us for an inspiring exploration into the next chapter of your career as a CFO, where the boardroom beckons with new possibilities and transformative opportunities.

    Objectives

    • Determine the essential steps in preparing yourself for a board role
    • Recognize how to navigate challenges and successes on the journey from CFO to board member
    • Identify the critical considerations in evaluating and selecting board roles

    Moderator

    Speaker Image for Brenda Morris
    Brenda Morris, CGMA, CPA, MBA
    Partner, CSuite Financial Partners

    Speakers

    Speaker Image for Bambo Bamgbose
    Bambo Bamgbose, CPA, PMP
    Senior Vice President of Growth, Ripple Effect
    Speaker Image for Lisa Kelley
    Lisa Kelley, CPA, CGMA, CMA
    Managing Director, Floating Interest Corporation
    Speaker Image for Maryalice DeCamp
    Managing Director, Ernst & Young (EY)
    $4900
    Standard Price
  • Thumbnail for Sailing Through Uncertainty: Nurturing Team Resilience for Success in Changing Tides
    Identification
    CFO2416
    Date
    April 25, 2024

    For Virtual Attendees: This session will have an interactive element with roundtables. By joining the session you will be automatically redirected to a Zoom meeting. The CPE evaluation will open within 24 hours of the conclusion of the session.

    In an era where unpredictability is the only certainty, this session sheds light on how inclusive leadership can be the anchor for team resilience. For CFOs, the challenge goes beyond addressing complex issues such as navigating endless business disruptions, embracing new technologies, and dealing with economic uncertainties. It also involves managing their expanding roles and leading increasingly diverse teams spread across different backgrounds, generations, and geographies. Join me for a conversation around how to nurture a culture where every team member is equipped and empowered to jump in, instead of jumping ship.

    Objectives

    • Identify the qualities of a leader worth following in times of crisis and how to embody them.
    • Recognize the impact of inclusive leadership on employee experience and performance
    • Determine ways to drive a culture of resilience and thrive amidst constant change

    Speaker

    Speaker Image for Wassia Kamon
    Chief Financial Officer, Access to Capital for Entrepreneurs (ACE)
    $4900
    Standard Price
  • Thumbnail for Cybersecurity: Not a One Size Fits All
    Identification
    CFO2417
    Date
    April 25, 2024

    The cybersecurity landscape is constantly evolving, and responsibility to protect your organization extends beyond IT/security teams. This presentation will help the CFOs learn about the latest cybersecurity market trends, the dynamic regulatory compliance landscape, their impact your business and tips on building / sponsoring a sustainable cybersecurity roadmap.

    Objectives

    • Identify the latest Cybersecurity trends and business impact of Cyber attacks.
    • Recognize the everchanging Cybersecurity Threat & Compliance Landscape
    • Determine how to build & scale a Cybersecurity Roadmap

    Speaker

    Speaker Image for Ninad Purohit
    Managing Partner, CFGI
    $4900
    Standard Price

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