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CFO Conference 2020



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Packages Display Packages

This includes sessions from the conference: CFO Conference 2020

Sessions Included:

Readiness of Finance for Industrial Revolution 4.0 (Sep 17, 2020 10:00 AM)

Accounting Update (Sep 17, 2020 01:25 PM)

When Good Leaders Lose Their Way (Sep 18, 2020 02:10 PM)

Keynote: Combining Innovation and Managing Risk in an MLB Team (Sep 18, 2020 11:45 AM)

What to Expect in this Election Year and Issues Impacting the Profession (Sep 16, 2020 02:15 PM)

Better Planning and Greater Accountability by Moving Beyond Budgets (Sep 17, 2020 03:10 PM)

Black Swan Events – Planning for Uncertainty and the New Normal (Sep 17, 2020 04:10 PM)

Panel: Unplanned Succession Planning - Lay the Foundation for Success! (Sep 17, 2020 12:20 PM)

Latest Threats in the Cybersecurity Landscape & Risk Management Strategies (Sep 18, 2020 12:50 PM)

Inspector Gadget (Sep 18, 2020 03:10 PM)

Work, Laugh, Repeat: How Technology Contributes to a Funnier World (Sep 16, 2020 03:15 PM)

Cannabis in the Workplace: Learn the Law and Best Practices (Sep 17, 2020 12:20 PM)

Final Remarks & Navigating the Covid-19 Unnatural Disaster (Sep 18, 2020 10:00 AM)

Lessons Learned During COVID-19 (Sep 17, 2020 01:25 PM)

Panel: Diversity in the C-Suite and the Boardroom (Sep 17, 2020 11:00 AM)

Transformational Leadership (Sep 16, 2020 12:55 PM)

Finance: Planning for What's Next (sponsored by Workday) (Sep 17, 2020 09:00 AM)

Finance 3.0: Beyond Data-Driven (Sponsored by Sage Intacct) (Sep 18, 2020 09:00 AM)

Chief Turmoil Officer - How CFOs are Traversing COVID-19 (Sep 16, 2020 11:55 AM)

$29900
Standard Price
  • Thumbnail for Intelligent Automation – Start Smart, Finish Smarter
    Identification
    CFO20101
    Date
    September 15, 2020

    This in-depth workshop will provide an overview of intelligent automation and an introduction to robotic process automation. It will include a plan for getting started and best practices for putting an organization on the road to success in this area.

    This workshop will also include exercises to help you begin to:

    • Identify opportunities within your own organization

    • Develop a plan for introducing or expanding the use of automation in your organization

    • Establish a framework for evaluating the business case for automation

    Objectives

    • Develop a high-level understanding of intelligent automation
    • Determine how to get started with RPA
    • Learn best practices for achieving success with RPA

    Speakers

    Speaker Image for Michael Goodman
    VP, NTT DATA
    Speaker Image for Kimberlee Curley
    Senior Director, NTT DATA Services
    $7900
    Standard Price
  • Thumbnail for Leadership In Times of Uncertainty
    Identification
    CFO20102
    Date
    September 15, 2020

    This workshop will help to familiarize your team with specific roles and responsibilities during an incident, and moreover, how they, as leaders can effectively manage, facilitate, and support the response and recovery operations within your organization.

    Objectives

    • Obtain a greater understanding of the five elements of the Crisis Leadership Framework
    • Gain a deeper understanding of Sense-making and its importance in effective crisis leadership
    • Get a broader understanding of the decision-making and coordination requirements of effective crisis leadership
    • Understand the concept of Meaning Making and its importance to effective crisis leadership
    • Provide an opportunity for attendees to review the Crisis Leadership Framework as a point of reference to relate their own crisis experiences

    Speaker

    Speaker Image for Robert Darling
    Robert Darling, Harvard Certified in Crisis Leadership
    President and CEO, Turning Point Crisis Management-USA
    $7900
    Standard Price
  • Thumbnail for Chief Turmoil Officer - How CFOs are Traversing COVID-19
    Identification
    CFO2002
    Date
    September 16, 2020

    First and foremost a humanitarian crisis, the COVID-19 pandemic has also disrupted businesses from Main Street to Wall Street. CFOs are under tremendous pressure to take quick, decisive actions to protect their customers, employees and businesses. Across the immediate, short, and medium term, Gartner partnered closely with over 1,000 CFOs to understand and profile their response and offer essential insights to enable success. As CFOs and their teams look to the future and aim to excel in the “new normal,” it is critical that they understand how others are shaping strategies and what will separate winners from losers.

    Objectives

    • Learn what actions CFOs took in the early weeks and months responding to the COVID-19 pandemic
    • Hear about the challenges that remain top of mind for CFOs who continue to traverse unprecedented circumstances
    • Determine what critical steps CFOs should be taking right now to set their businesses up for long-term success

    Speaker

    Speaker Image for Steve Adams
    Director, Gartner
    $4900
    Standard Price
  • Thumbnail for Transformational Leadership
    Identification
    CFO2003
    Date
    September 16, 2020

    Today leading has become increasingly difficult with a multi-generational workforce and pressures on the profession. In this session we will explore how to transform your leadership style ensuring greater alignment with those you lead either directly or indirectly. You will leave this session with several personal leadership strategies you can employ immediately.

    Objectives

    • Identify new strategies on leadership and how to be successful moving forward
    • Employ a new leadership philosophy to your everyday leadership style
    • Make an immediate impact in your organization as a transformational leader

    Speaker

    Speaker Image for Paul Leroue
    Principal/CMO, Wipfli
    $4900
    Standard Price
  • Thumbnail for What to Expect in this Election Year and Issues Impacting the Profession
    Identification
    CFO2004
    Date
    September 16, 2020

    The 2020 elections are upon us. While the Presidential election is front and center in the news media, Congressional election outcomes also significantly impact the ever-fluctuating agenda in Washington. What might we expect in terms of party majorities and their agendas in the House and Senate? Will Democrats hold the House? Will Republicans hold the Senate?

    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 Work, Laugh, Repeat: How Technology Contributes to a Funnier World
    Identification
    CFO2005
    Date
    September 16, 2020

    In a hilarious, multi-media intensive presentation, renowned business humorist and Chicago Tribune humor columnist Greg Schwem will make attendees howl with laughter as he explores the complex relationship between technology and the changing role of humor in the workplace.

    Objectives

    • Workplace humor is in a very precarious position. Employees want to laugh at work but are often afraid to, fearful of how their laughter might be interpreted. Discover how to find "the funny" and be encouraged to share it, as opposed to being afraid of it.
    • Discover and ultimately realize, how stifling laughter in the workplace can also stifle creativity and productivity

    Speaker

    Speaker Image for Greg Schwem
    President, Comedy With a Byte, Inc.
    $4900
    Standard Price
  • Thumbnail for Finance: Planning for What's Next (sponsored by Workday)
    Identification
    CFO20202
    Date
    September 17, 2020

    In today's business climate, agility is everything. Companies that can respond to change in real time win big and have a true competitive advantage. And finance holds the key to business agility with modern planning processes that speed better decision making. Using a combination of scenario planning and insights from combining operational and performance data, leading CFOs and their teams are able to explore options, visualize the impact of their decisions, and optimize performance, regardless of what the future may hold. As important, building a modern finance team that can leverage emerging machine learning and intelligent planning technologies is key for today's CFOs and finance leaders.

    This session will explore the critical changes that finance leaders must make to deliver the business agility today's organization's need--or risk being left behind. Join us to learn how leading brands are transforming the FP&A process and how they're planning for what's next.

    Objectives

    • Discover how to create a culture of agility within your finance team - including re-skilling and hiring
    • Transform your FP&A process to a continuous planning process that drives real-time business insights, so you can successfully plan for what's next
    • Get a view into new ML technologies that will elevate the role of "what if" scenarios to both make and operationalize decisions faster, translating into a significant competitive advantage

    Speaker

    Speaker Image for Kerman Lau
    VP, Finance, Workday
    $4900
    Standard Price
  • Thumbnail for Readiness of Finance for Industrial Revolution 4.0
    Identification
    CFO2006
    Date
    September 17, 2020

    This is a unique time in the evolution of the finance function. IR 4.0 brings significant changes to what is expected from finance and the office of the CFO. CFOs have an unprecedented opportunity to enable their organizations to reimagine their business model by leveraging technology. Finance leaders need to understand and recognize how they can participate in the enterprise transformation by centering their transformation around reengineering the customer experience. Based on their experience and AICPAs research, Brian Dumbill and Ash Noah will discuss a customer centric approach and what CFOs should be doing to prepare themselves and their teams to support their organizations.

    Objectives

    • Identify relevant technologies that impact finance operating model
    • Appreciate how technology impacts finance processes
    • Discuss the application and leveraging of these technologies
    • Realize how the enterprise should approach transformation
    • Recognize how finance teams should be getting ready for the change

    Speakers

    Speaker Image for Brian Dumbill
    Brian Dumbill, BA, FCMA, CGMA
    SVP & Chief Risk Officer, Volvo Financial Services
    Speaker Image for Ash Noah
    Ash Noah, CPA, CGMA
    VP Managing Director, Learning, Education and Development, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for Panel: Diversity in the C-Suite and the Boardroom
    Identification
    CFO2007
    Date
    September 17, 2020

    This panel discussion will focus on why the diversity of gender, race, culture and generation are critical to a well-balanced leadership team.

    Objectives

    • Identify the various forms of diversity and the intrinsic value they bring to organizational dynamics
    • Recognize the value of diversity within organizational leadership
    • Explain where diversity in the C-Suite intersects with organizational performance

    Speakers

    Speaker Image for Jennifer Pohlhaus
    Owner and Chief Operating Officer, Ripple Effect
    Speaker Image for Steve Gandara
    Co-Founder & Managing Director, Excellent Cultures, Inc.
    Speaker Image for Christian Garcia
    Former EVP and CFO of Weatherford International
    $4900
    Standard Price
  • Thumbnail for Panel: Unplanned Succession Planning - Lay the Foundation for Success!
    Identification
    CFO2008
    Date
    September 17, 2020

    Preparing for the unexpected. Or in most cases, preparing for what is expected. Either way, leadership change is inevitable. And how you plan for it determines its impact on you and your organization.  Organizations face constant pressure to build a strong, effective, and sustainable leadership pipeline. Like most strategic planning, this is easier said than done. When it comes to the succession planning process, many organizations are challenged to ensure their succession strategy is flexible enough to meet the needs of the organization and their employees. An adequate succession plan prevents organizations from taking a reactive approach vacancy. Instead, it proactively prepares a smooth transition plan to ensure leadership changes do not interrupt major business initiatives. The planning process and the resulting plan also deliver other benefits, including:

    · Motivating employees by creating growth opportunities
    · Identifying skill gaps and talent development needs
    · Adapting the organization to demographic and talent changes
    · Transitioning highly specialized skills into key roles
    · Preserving institutional knowledge

    Objectives

    • Learn how to build strong leadership pipelines to mitigate departure risks
    • When departures happen, discover how to have the structure in place to create positive results

    Speakers

    Speaker Image for Joselin Martin
    Joselin R. Martin, CPA, CGMA, CCIFP
    Owner/CEO, True North CFO LLC
    Speaker Image for Rod Bench
    Principal, Pillar International Insurance Advisors
    Speaker Image for Sandy Sloyer
    Sandy Sloyer, CPA, CGMA, MBA
    Chief Financial Officer Services, CFGI, LLC
    $4900
    Standard Price
  • Thumbnail for Cannabis in the Workplace: Learn the Law and Best Practices
    Identification
    CFO2009
    Date
    September 17, 2020
    Are you a unsure on how to handle cannabis in the workplace? Although cannabis is legal in some states, it is not legal under federal law. What should employers do to protect themselves and to ensure compliance with state and federal laws? Find the answer to this question, and many more, during this practical presentation that will include an overview of the state and federal laws for recreational and medical marijuana use in the workplace.

    Objectives

    • Leave this presentation with an understanding of what is required by law for compliance in order to avoid potential legal pitfalls
    • Recognize the employer’s duty to accommodate medical marijuana use in the workplace, drug testing and workplace policies

    Speaker

    Speaker Image for Todd Wulffson
    Orange County Office Managing Partner, Carothers DiSante & Freudenberger LLP
    $4900
    Standard Price
  • Thumbnail for Accounting Update
    Identification
    CFO2010
    Date
    September 17, 2020

    The Accounting update will focus on recently issued FASB pronouncements including lessons learned on Topic 606 (revenue recognition) and Topic 842 (lease accounting including its delayed effective date for certain entities), Presentation of Financial Statements for Not-for-Profit Entities (ASU 2016-14), and Topic 815 Derivative and Hedging updates and FASB goodwill impairment model changes.

    Objectives

    • Describe and apply new accounting standards with the benefits of lessons learned
    • Obtaining the most recent guidance from the FASB and SEC on new applying and disclosure

    Speaker

    Speaker Image for Stephen Austin
    Stephen Austin, CPA, MBA
    Managing Partner, Swenson Advisors
    $4900
    Standard Price
  • Thumbnail for Lessons Learned During COVID-19
    Identification
    CFO2011
    Date
    September 17, 2020

    Sharing the experiences of four CPAs with diverse business and geographic experiences, this session will explore the challenges the panelists have faced during COVID-19 and steps they took to overcome these obstacles including but not limited to issues related to staffing, technology, supply chain, banking and financial matters . The panelists will discuss how they are addressing these challenges and the implications to their businesses currently and in the future.

    Objectives

    • Describe and explain tactics used to deal with technological challenges brought about by COVID-19
    • Explain the complex challenges of human management during an unprecedented crisis including remote workforce, health and family issues, managing productivity and talent, and aiding participants in developing good policies and practices to support a productive and safe workplace.
    • Illustrate the challenges to the financial health of your business
    • Interpret how all these issues impact and change our views on managing our business in “more normal times”
    • Prepare to employ a game plan for the “next crisis”

    Speakers

    Speaker Image for Brian Dumbill
    Brian Dumbill, BA, FCMA, CGMA
    SVP & Chief Risk Officer, Volvo Financial Services
    Speaker Image for Ralph Bender
    Ralph B. Bender, CPA, CGMA
    Chief Financial Officer, MANSHIP MEDIA
    Speaker Image for Misty Geer
    Misty Geer, CPA, CGMA, CMA
    Financial Reporting and Accounting Manager, EnCore Energy
    Speaker Image for Summer Redmon
    CFO, Ascend Healthcare
    $4900
    Standard Price
  • Thumbnail for Better Planning and Greater Accountability by Moving Beyond Budgets
    Identification
    CFO2012
    Date
    September 17, 2020
    Today's fast changing world requires CFOs to drive better planning and greater accountability. Doing so requires moving beyond traditional budgeting tools that are no longer fit for purpose. This session shows how leading edge CFOs are using new faster, more effective approaches to overcome these challenges to achieve better results.

    Objectives

    • Examine why traditional budgeting practices lead to suboptimization and "an envinerating exercise in minimization"
    • Explore what new approaches are being used to actually achieve better planning and greater accountability
    • See how companies like Holt CAT, Velux and LT Apparel have moved beyond budgets to live future ready

    Speaker

    Speaker Image for Steve Player
    Steve Player, CPA, CGMA
    Director, Future Ready Finance
    $4900
    Standard Price
  • Thumbnail for Black Swan Events – Planning for Uncertainty and the New Normal
    Identification
    CFO2013
    Date
    September 17, 2020

    This session provides an overview of how Aramark, a global company, with 280,000 associates planned for dealing with this pandemic as well as how an agile yet resilient business model has prepared the Company for dealing with the new normal post COVID-19. Survey results from thousands of our consumers, opportunities for business growth as well as lessons learned along this journey from our global operations will be discussed in this session.

    Objectives

    • Recognize the key building blocks to plan for and manage a crisis such as the COVID-19 pandemic
    • Learn the tools and strategies used to keep associates and their families safe
    • Share real time opportunities in the new normal that can help accelerate business growth
    • Discover key ingredients for business success in the future

    Speaker

    Speaker Image for Allan Fernandes
    Vice President - Global Safety & Risk Control, Aramark
    $4900
    Standard Price

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