Thumbnail for AICPA & CIMA CFO Conference 2021

AICPA & CIMA CFO Conference 2021



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This includes sessions from the conference: AICPA & CIMA CFO Conference 2021

Sessions Included:

Mental Toughness For Tough Times (May 07, 2021 11:00 AM)

Master Class: The Social CFO - How to Leverage Social Media (May 05, 2021 09:00 AM)

Welcome and Announcements & Keynote: Big Little Breakthroughs: How Small, Everyday Innovations Drive Oversized Results (May 05, 2021 11:00 AM)

Getting Our Mise en Place - Setting Our Table for the Future (May 05, 2021 12:30 PM)

Ecosystem Innovation Using Asset Light Strategies (May 05, 2021 01:50 PM)

Digital Transformation in Operational Risk and Internal Control (May 05, 2021 01:50 PM)

Accelerating Digital Skills and Technology for Finance Talent (sponsored by Workday) (May 06, 2021 09:00 AM)

Accelerating Your Financial Transformation Journey to Remain Agile and Competitive (sponsored by Adra by Trintech ) (May 06, 2021 09:00 AM)

Keynote: Wanted: Authentic, Congruent, and Bold Leaders for the Modern Era (May 06, 2021 10:00 AM)

A Washington Update: The First 100 Days and Ongoing Outlook for the 117th Congress (May 06, 2021 11:25 AM)

What Role Should CFOs Play in Advancing DEI? (May 06, 2021 12:45 PM)

Putting People First – Evolving the Approach to Developing Finance Talent (May 06, 2021 02:15 PM)

What CFO’s Should Know About the Changing Capital Markets Landscape (May 06, 2021 04:00 PM)

Human-Centric Digital Transformation for Finance Leaders (sponsored by Sage Intacct) (May 07, 2021 09:00 AM)

Using Corporate Performance Management to Improve Financial Results (sponsored by Prophix Software) (May 07, 2021 09:00 AM)

ESG Performance, Reporting and Assurance (May 07, 2021 12:45 PM)

Rethinking the Workplace Post-COVID (May 07, 2021 12:45 PM)

Navigating Fraud Risk in an eCommerce Environment (May 07, 2021 01:45 PM)

Robotic Process Automation: Just Another Overhyped Technology? (May 05, 2021 02:55 PM)

Are You Ready to Win in the Experience Economy? (May 05, 2021 02:55 PM)

The Economic and Financial Outlook: Improvements Against a Backdrop of Risk (May 05, 2021 04:15 PM)

IRS Updates: Noteworthy IRS Procedural Guidance, Operating Status and Enforcement Activities (May 06, 2021 02:15 PM)

$37900
Standard Price
  • Thumbnail for Master Class: The Social CFO - How to Leverage Social Media
    Identification
    CFO21BS01
    Date
    May 5, 2021

    Business is social and CFOs are jumping in to use these ‘social technologies’ to scan emerging trends, connect to customers and suppliers, attract talent, accelerate learning, develop thought leadership and influence their companies. This interactive session will show real examples of how CFOs can use social technologies like LinkedIn, Twitter, Facebook, YouTube, and others to elevate your game. Tom Hood will present research, case studies, innovative uses, and practical tips and techniques to get you started using these exciting tools and not let the tools use you!

    Objectives

    • Identify the different types of social media and their application to the finance and accounting professional
    • Recognize how to scan emerging trends, connect to customers and suppliers, attract talent, accelerate learning, develop thought leadership, and influence their communities inside and outside their companies
    • Analyze real life case studies of actual usage of these tools for learning and collaboration
    • Determine how to use Twitter, LinkedIn and hashtag technology to capture and share insight from conferences, classes, articles and presentations
    • Recognize the power of hashtags in Twitter and LinkedIn to follow important topics
    • Demonstrate how to implement important social tools to use for learning and building relationships (Twitter and LinkedIn)

    Speaker

    Speaker Image for Tom Hood
    EVP of Business Engagement & Growth, US/AICPA-CIMA
    $4900
    Standard Price
  • Thumbnail for Welcome and Announcements & Keynote: Big Little Breakthroughs: How Small, Everyday Innovations Drive Oversized Results
    Identification
    CFO2101
    Date
    May 5, 2021

    According to the World Economic Forum’s latest “Future of Jobs” report, creativity is one of the most sought-after skills needed across industries and job roles. But is creativity really a skill that anyone can learn? Can we all be innovators? In this inspiring and actionable keynote, New York Times bestselling author and innovation expert Josh Linkner reveals a proven strategy anyone can use to unlock their creative potential. You don’t have to be a genius—you just need the right tools to hatch your own breakthroughs.

    Objectives

    • Analyze popular myths about innovation and what the research shows about our creative capacity
    • Determine how a 5% “Creativity Upgrade” can drive meaningful results in our careers and communities
    • Recognize we should ditch pervasive cliches like “if it ain’t broke, don’t fix it” to revamp old mindsets
    • Identify techniques and activities that exercise our creative muscles
    • Analyze stories of everyday people who achieved huge success by unleashing their creative potential

    Speaker

    Speaker Image for Josh Linkner
    Chairman and Co-Founder, Platypus Labs
    $4900
    Standard Price
  • Thumbnail for Getting Our Mise en Place - Setting Our Table for the Future
    Identification
    CFO2102
    Date
    May 5, 2021

    CFOs and finance professionals have been thrust into the center of attention as they are called on to help businesses 'survive and thrive’ in these extraordinary times. Forecasts, scenarios, and business model transformations are being asked of finance professionals along with outlining the impacts of government relief packages along with the increasing complexity of tax compliance. This update will cover the latest trends and issues facing Finance Leaders and how to prepare for the next normal as we look beyond the pandemic.

    Objectives

    • Recognize how the pandemic has impacted Finance functions (CFOs, Controllers, FP&A) and what the research says about the future of finance
    • Identify the top trends and issues facing finance in a useful framework
    • Determine the top skills and competencies needed to stay relevant and provide increasing value post-pandemic
    • Construct a game plan and identify resources to help you succeed in a global VUCA world

    Speaker

    Speaker Image for Tom Hood
    EVP of Business Engagement & Growth, US/AICPA-CIMA
    $4900
    Standard Price
  • Thumbnail for Ecosystem Innovation Using Asset Light Strategies
    Identification
    CFO2103
    Date
    May 5, 2021

    As companies enter the recovery stage from COVID-19, many are re-evaluating ownership of non-core assets and operations, and potentially migrating to an ecosystem of strategic partners. These partners, typically “better owners or managers” of such assets, can help transition fixed costs to a variable cost structure, enhance company agility, shift resources to focus on core or critical capabilities and enhance valuation. During this spotlight on “asset light strategy”, we will discuss how businesses can reshape their future using an asset light approach.

    Objectives

    • Recognize what factors are driving the trend toward asset light
    • Analyze the latest data on how asset light approaches are enabling higher returns for companies and helping to accelerate COVID-19 recovery
    • Determine where to begin when re-evaluating ownership of non-core assets and operations
    • Use case studies from the field to help reshape your company’s assets and operations

    Speakers

    Speaker Image for Jeff Schlosser
    Partner/Principal, US Supply Chain Vertical Leader, EY-Parthenon
    Speaker Image for Abhi Ahuja
    Senior Director, EY-Parthenon
    $4900
    Standard Price
  • Thumbnail for Digital Transformation in Operational Risk and Internal Control
    Identification
    CFO2104
    Date
    May 5, 2021

    This session discusses digital transformation in Operational Risk and Internal Controls, with references to financial services but an approach applicable to all industries. The new approach will lay out how to view and manage risks and use those opportunities for future growth. Often times, Operational Risk and Internal Control assessments are tactical and focus on processes; they do not access holistic or layered risks. Furthermore, they are reactive findings based on limited sample sizes, not proactive monitoring for full population. The reviews focus on risk mitigation and not growth potential. Data is frequently in silos and difficult to extract and analyze. Furthermore, there are increasing challenges with increased regulations, rising volumes, credit defaults, limited resources, and complex IT environment.

    This session details how to digitize Operational Risk and Internal Control processes and reviews for that go beyond sampling to full population, reduces subjectivity and focuses on exceptions and red flags. It aims to achieve continuous monitoring on real-time data rather than a review on aged data. The process provides for standard views across multiple markets, with lesser disruption to businesses and better cross-functional/ cross-geographical learnings. In the end, it aims to reduce key operational risks in an efficient and effective way and identify future growth opportunities.

    Objectives

    • Identify risks to digitize in credit, operations, Financial Accounting, AML, Regulatory & Compliance, 1st line vs 2nd line of risk defense
    • Recognize how to build a digital team that is inclusive, building a digital culture
    • Determine how to get the right data and build agile learning modules
    • Apply starting small and scaling up
    • Assess examples of digitized controls on booking and transactional anomalies, fraud mitigation, and lease classifications
    • Recognize the impact on effectiveness and efficiency of risk management

    Speaker

    Speaker Image for Aniruddha Deshpande
    VP Global Operational Risk & Internal Control, Volvo Financial Services
    $4900
    Standard Price
  • Thumbnail for Robotic Process Automation: Just Another Overhyped Technology?
    Identification
    CFO2105
    Date
    May 5, 2021

    In this session we will discuss the hype fueling automation robots and what impact it is having on finance leaders and their teams.

    Objectives

    • Recognize what exactly is RPA
    • Determine why companies are investing in automation
    • Identify where to look for opportunities in your organization

    Speaker

    Speaker Image for Brian Scheel
    Partner, Business and Digital Transformation, CFGI
    $4900
    Standard Price
  • Thumbnail for Are You Ready to Win in the Experience Economy?
    Identification
    CFO2106
    Date
    May 5, 2021

    Business value used to be created by delivering a product or service at the right place, time, quality and price. Similarly, companies used to measure success by following its operational and financial performance metrics. Today, in the experience economy, value is no longer limited to productivity and efficiency, but notably driven by behaviors and the emotions of the people who interacts daily with our business. High performing businesses are leveraging from experience management, actively listening to customers in real-time, armed with advanced analytics, making their employees happier and boosting customer loyalty. Leading companies are harvesting revenue gains of 5-10% while reducing costs by 15-25% within 2-3 years cycle. Are You ready to win in the experience economy?

    Objectives

    • Recognize why improving the experience for your customers is critical for finance leaders today
    • Assess how to professionally manage customer experience and add value to your customers and your business
    • Determine the tools and techniques involved in driving customer value and financial outcome in the changing technical landscape
    • Identify how to integrate customer experience into the management of your business through technology and KPIs

    Speaker

    Speaker Image for guilherme blas
    Global Director, Customer Experience, Volvo Financial Services
    $4900
    Standard Price
  • Thumbnail for The Economic and Financial Outlook: Improvements Against a Backdrop of Risk
    Identification
    CFO2107
    Date
    May 5, 2021

    In this session, financial forecaster and futurist Jason Schenker will discuss the most important dynamics driving current economic growth and financial markets as well as the outlook ahead. Mr. Schenker will also discuss some increasing risks that will be critical for corporate finance, business strategy, accounting, and tax planning. Some of the most important topics will include sector and industry dynamics, global and U.S. growth, the labor market, Fed policy, quantitative easing, consumer inflation risks, asset inflation, and taxation risks. Mr. Schenker will also share Prestige Economics forecasts for growth, inflation, and Fed policy rates for the balance of 2021 and beyond.

    Objectives

    • Recognize the current economic and financial market drivers of growth
    • Evaluate important risks and levers of opportunity for future economic and financial market conditions
    • Analyze the root causes of elevated inflation risks
    • Assess U.S. fiscal and tax policy risks to identify potential business impacts
    • Compare the economic and financial dynamics in 2021 and 2020 to previous years and cycles

    Speaker

    Speaker Image for Jason Schenker
    Jason Schenker, FLTA® CFP® CMT® ERP® SCR®
    Chairman of The Futurist Institute; President of Prestige Economics, The Futurist Institute and Prestige Economics
    $4900
    Standard Price
  • Thumbnail for Accelerating Digital Skills and Technology for Finance Talent (sponsored by Workday)
    Identification
    CFO21201
    Date
    May 6, 2021

    While many CFOs are accelerating investments in digital technologies through intelligent planning, machine learning, and analytics, they also need to invest in a future-forward finance capability by redefining roles, empowering workers with skill development, and working with their CHROs to reimagine the finance workforce holistically. Join this session to learn how Workday is creating a finance talent team and finance technology solutions that allow humans and machines to each do what they do best

    Objectives

    • Identify a vision for Finance's role in digital transformation
    • Determine how to create opportunities for Finance to learn digital skills that deliver business value
    • Recognize the role of technology in empowering the finance function of the future

    Speakers

    Speaker Image for Barbara Larson
    Senior Vice President, Accounting, Tax, & Treasury, Workday
    Speaker Image for Greg Pryor
    Sr. Vice President, People and Performance Evangelist, Workday
    Speaker Image for Ash Noah
    Ash Noah, CPA, CGMA
    VP Managing Director, Learning, Education and Development, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for Accelerating Your Financial Transformation Journey to Remain Agile and Competitive (sponsored by Adra by Trintech )
    Identification
    CFO21202
    Date
    May 6, 2021

    Now more than ever, finance and accounting organizations are under increased pressure to maximize efficiencies, increase the use of automation, and provide insightful, real-time analytics to the business in order to make faster, business critical decisions. The recent pandemic highlighted that traditional risk-prone manual processes hinder the ability to produce necessary financial statements, track key metrics and deliver those effectively.

    Join this session with Trintech to learn how to holistically address the financial close by combining effective processes and technology that increases the overall efficiency and effectiveness of your processes while simultaneously reduces your costs and risk.

    Objectives

    • Recognize why organizations need to make bold investments in finance for business survival and growth
    • Determine how the right technology will bring standardization and automation to critical financial processes
    • Assess the ROI your organization can achieve with financial close automation

    Speaker

    Speaker Image for Darren Heffernan
    President, Mid-Market, Trintech
    $4900
    Standard Price
  • Thumbnail for Keynote: Wanted: Authentic, Congruent, and Bold Leaders for the Modern Era
    Identification
    CFO2108
    Date
    May 6, 2021

    As our we struggle to balance a multitude of challenges, we need leaders who promote hope, not fear; inspire unity not division. The solution lies within. JD will share stories from tragedy to triumph and the essential qualities required to go deep inside, rise up, and become an authentic, congruent and bold leader for the modern era.

    Objectives

    • Recognize the case for action for a new breed of leader to manage challenges in the modern era
    • Identify the personal identity crisis and associated thought—belief—emotional trigger sequence
    • Assess the power of the subconscious mind and why it relates to recent turmoil
    • Analyze what it means to be an authentic, congruent, and bold leader and where to start
    • Recognize how to master the essential qualities of focus, confidence, and courage to shift your trajectory and chart a new course

    Speaker

    Speaker Image for Jonathan Messinger
    CEO and Founder, The Messinger Institute
    $4900
    Standard Price
  • Thumbnail for A Washington Update: The First 100 Days and Ongoing Outlook for the 117th Congress
    Identification
    CFO2109
    Date
    May 6, 2021

    The Biden Administration is settling in and the Congress and Administration have many issues to address. Which issues are front and center and which ones will affect the accounting profession and business community? What role are narrow House and Senate majorities impacting the current congressional legislative agenda? Will the 2021 off-year elections provide any indicators for potential outcomes in the 2022 mid-terms?

    Objectives

    • Identify which seats are up for election and the potential outcomes
    • Assess the implications of the election on business, tax, trade, and other issues of importance to business
    • Evaluate the potential impact of these issues with respect to advocacy efforts on behalf of the profession

    Speaker

    Speaker Image for Diana Deem
    Diana H. Deem, CPA, CGMA
    Director, Congressional and Political Affairs, AICPA
    $4900
    Standard Price
  • Thumbnail for What Role Should CFOs Play in Advancing DEI?
    Identification
    CFO2110
    Date
    May 6, 2021

    Some feel that DEI is only a human resource matter, or the sole responsibility of a DEI professional, however, to be truly effective, DEI must be everyone’s responsibility. McKinsey & Company’s January 2018 and 2020 research reinforces the link between DEI and company financial performance. In this session participants will learn tips and actions that CFO and finance leaders can take to ensure that they are playing a valuable role in advancing DEI within their organization.

    Objectives

    • Recognize areas where you can partner with other executives on DEI initiatives
    • Determine how to effectively advocate for progress and accountability
    • Identify strategies for providing an evolving culture of inclusion

    Speakers

    Speaker Image for Angelina Brathwaite
    Sr. Client Partner Life Sciences / Diversity, Equity & Inclusion Leader, Brunel
    Speaker Image for Tina Harris
    Professor and Endowed Chair of Race, Media, & Cultural Literacy, Louisiana State University
    Speaker Image for Tracey Walker
    Chief Diversity Officer, A&M (Alvarez & Marsal)
    Speaker Image for Stephen Rivera
    Stephen Rivera, CPA, CGMA
    Vice President, Global Technical Accounting Advisory Services & Policy, Johnson & Johnson
    $4900
    Standard Price
  • Thumbnail for IRS Updates: Noteworthy IRS Procedural Guidance, Operating Status and Enforcement Activities
    Identification
    CFO2111
    Date
    May 6, 2021

    During the session we will discuss the updates on the IRS operating status, including the delays that IRS is experiencing with processing taxpayers tax returns, issuing tax refunds, including those that were submitted as tentative refund claims, as well as responding to other taxpayer’s requests. We will briefly touch upon the taxpayer’s advocate report to Congress that identified 10 most serious problems that the taxpayers encountered in their dealings with the IRS. We will discuss how IRS budget impacts IRS enforcement activity and IRS enforcement initiatives for the fiscal 2021 tax year.

    Objectives

    • Assess implications for the IRS’s operating status issues on business
    • Analyze the IRS budget for Fiscal Year 2021 and how it impacts the IRS’s enforcement activities
    • Recognize IRS enforcement activities, campaigns and various initiatives (examination of high net worth individuals, withholding tax liability, BBA partnership examinations)
    • Identify the 10 Most serious problems the taxpayers encountered in their dealings with the IRS as reported by Taxpayer Advocate to Congress

    Speaker

    Speaker Image for Alina Solodchikova
    Principal, Washington National Tax, RSM US LLP
    $4900
    Standard Price
  • Thumbnail for Putting People First – Evolving the Approach to Developing Finance Talent
    Identification
    CFO2112
    Date
    May 6, 2021

    Even before the current crisis, digital transformation and new ways of working were having a significant influence on the critical skills and capabilities of the finance function. The coronavirus pandemic has accelerated that need. Barry Payne, Director – External Relations, Management Accounting and panel will share insights on the skills and competencies that will become more prominent in the post-COVID world and tips on developing a measurable roadmap to develop sustainable finance talent. This is an absolute imperative for CFO’s.

    Objectives

    • Identify how leveraging digital technologies has changed the skills landscape
    • Determine how digital technologies are driving new operating models and will shape the Future finance function
    • Analyze what finance leaders have learned from doing business during the pandemic
    • Recognize how skills and competencies of finance professionals need to evolve
    • Apply tips and techniques learned for developing a measurable roadmap to develop sustainable finance talent

    Speakers

    Speaker Image for Barry Payne
    Director - External Relations, Management Accounting, AICPA & CIMA
    Speaker Image for Azhar Syed
    Azhar A. Syed, CPA, PCC, NACD.CD
    CEO, Board Member, Executive Coach, Leading Insights LLC
    $4900
    Standard Price

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