Products
Economic & Financial Market Update
Jun 5, 2023 9:30am ‐ Jun 5, 2023 10:45am
In this session, attendees will gain valuable insights into the latest developments in the global economy and financial markets. Our expert speaker will provide an up-to-date overview of key trends and factors impacting markets and economies around the world. Attendees can expect to come away with a clear understanding of the current state of the economy and financial markets, as well as insights into potential future developments. This session is perfect for anyone looking to stay up-to-date on the latest economic and financial market trends, from seasoned investors to business leaders and professionals across all industries. Don't miss this opportunity to gain valuable insights and stay ahead of the curve!
Speaker(s):
- Ken Senvisky, CFA, National Director-Institutional Investments, KeyBank Institutional Advisors
Are you Leading with Inclusivity? (All Tracks)
Jun 5, 2023 9:30am ‐ Jun 5, 2023 10:45am
Being an active inclusive leader is not always easy, but it is an important trait of leaders. We will explore the topic of leading with inclusivity and provide practical tips and steps that can be incorporated into your leadership style immediately. You will go on a journey that will deepen your knowledge on the topic and learn how embracing inclusivity can increase connection and employee engagement in the workplace.
Speaker(s):
- Ranieka Weston, PCC, SHRM-SCP, Executive Coach, pLink Leadership
Welcome to the Metaverse! (TCH, FIN)
Jun 5, 2023 11:15am ‐ Jun 5, 2023 12:05pm
This course provides a concise overview and non-technical explanation of the Metaverse. At first mention, you may think the Metaverse sounds like a fantasy world in the latest futuristic Hollywood movie. Actually, this fantasy is now reality! It's already here! The metaverse is an ecosystem of immerse digital environments and creative reality simulations where people do everything they do in real life -- only in digital space. Countless companies -- from big tech to the Big Four -- have already announced ambitious plans to contribute to this virtual world. Ultimately, the metaverse represents the natural evolution of the Internet, and the next phase of the mobile web. You’ll walk away with a foundational understanding of key Metaverse concepts and how to prepare for this new technology frontier as an accounting practitioner. You’ll also discover how this emerging virtual dimension is on course to fundamentally transform society, the global economy, the accounting profession, and even reality itself.
Speaker(s):
- Mr. Garrett J. Wasny, MA, CMC, CITP/FIBP, Director, Wasny Digital Inc.
Accounting/SEC Update
Jun 5, 2023 11:15am ‐ Jun 5, 2023 12:05pm
This session will provide attendees with an update on recent hot topics from the SEC and FASB, provide an update on themes and trends across accounting and financial reporting, and offer an opportunity to ask questions on the above.
Speaker(s):
- Mike Bellin, CPA, Partner, PwC
Women in Finance - Our Seat at the Table (All Tracks)
Jun 5, 2023 1:30pm ‐ Jun 5, 2023 2:45pm
Women have fought long and hard for a seat at the table in finance – are we there? If not, how can we get there? What can you do in your career to get your seat at the table? Join us to hear the stories of three accomplished women in finance, and their thoughts on where we are with women in our profession. Men, please join as well, as male advocates and perspective are very important!
Speaker(s):
- Jennifer Horton, CPA, VP, Internal Audit at Designer Brands, Designer Brands
- Ms Nicole Long, Chief Financial Officer, Agnes Scott College
- Jennifer R. Reilly, CPA, CGMA, CFO - Technology & Digital Organization, Honeywell
Moderator(s):
- Kristine Lemanski, CPA, CGMA, CMA, CFO, AssuredPartners Aerospace
Riding the Waves of Transformation-- insights and actions from Future of Finance Project
Jun 5, 2023 3:00pm ‐ Jun 5, 2023 4:15pm
AICPA & CIMA recently formed a Future of Finance Group. This group, made up of CFO’s and leaders from a range of companies from Fortune 100 to mid-market, is charged with transforming the profession in its broadest context and re-imagining the finance function of the future. This group created a vision for the CFO of the future that includes a shift from a rearview mirror view to a windshield view and a mandate to become a valued partner to the business with strategic foresight, and coined the term, Chief Future Officer. In this interactive session, Barry Payne and Tom Hood, will be presenting the key insights from the Future of Finance Group. They will discuss and offer suggestions on areas of focus to enable you to grow the value of your accounting and finance organization.
Speaker(s):
- Barry Payne, Director - External Relations, Management Accounting, AICPA & CIMA
What are Power Skills and Why are they Important for Women (All Tracks)
Jun 5, 2023 3:00pm ‐ Jun 5, 2023 4:15pm
Once called “soft skills,” power skills are vital for success for an individual and business alike. Hear from a panel of women leaders from throughout the profession share their insights around the importance of power skills and how they leveraged them for their career development and leadership growth.
Panelist(s):
- Carla McCall, CPA, CGMA, Managing Partner, AAFCPAs
- Orumé A. Hays, CPA, CGMA, MST, Founder & CEO, Hays CPA
- Avani Desai, CPA, CISSP, CISA, CIPP, CCSK, Chief Executive Officer, Schellman & Company
Moderator(s):
- Ms. Jeannine K Brown, Chief Executive Officer, Everyday Lead
Asking Effective Questions - presented by Sage (PRA, FMA, NAA, FIN)
Jun 5, 2023 5:05pm ‐ Jun 5, 2023 5:30pm
This session is dedicated to the possibility that professionals can greatly increase the value they provide to their customers if they hone their skills at asking better, more effective questions. Developing an enhancing this skill is not easy because it requires us to rethink the paradigms and prejudices of the past.
Speaker(s):
- Ed Kless, Senior Director of Partner Development and Strategy, Sage
Exploring the AICPA’s Human Capital Acceleration Plan and How You Can Play a Role (PRAC, FIN)
Jun 6, 2023 8:00am ‐ Jun 6, 2023 9:15am
Finding and retaining talent is one of, if not the, most common challenge facing firms today. In this session, we will explore the demographic and societal trends impacting the profession along with the plan being developed by the AICPA and other stakeholders to impact the talent pipeline quickly and significantly. You’ll hear about the solutions being developed to address core challenges and identify ways you can play a role in increasing interest in the profession. Let’s discuss the components of the plan identified to-date and look for other ideas as well in a collaborative session designed to tackle this important issue.
Speaker(s):
- Susan S. Coffey, CPA, CGMA, Chief Executive Officer - Public Accounting, AICPA & CIMA
- Okorie L. Ramsey, CPA, CGMA, PMP, NACD.DC, Chair, AICPA & the Association
Information Ecosystems: Automate and integrate your Processes, Technology and Data like an Engineer (TCH, FIN)
Jun 6, 2023 9:30am ‐ Jun 6, 2023 10:20am
Are you tired of managing disparate data sources in your organization workflows? Do you want to learn how to create a harmonious ecosystem of data flowing from one application to another? Join us for a fascinating session on Information Ecosystems! In this presentation, we will explore the relationships between various applications that hold critical business data. We will showcase a demo of how the separate applications for project tracking, accounts receivable, client management and email can work together to create an automated and efficient Information Ecosystem for accounting. We will demonstrate how these applications can be utilized by staff members to streamline their workflows and improve productivity. Whether you're a are in public accounting or a CFO looking to optimize your workflows, this session will provide valuable insights on how to create the Information Ecosystem that can take your organization to the next level of efficiency.
Speaker(s):
- Wesley Hartman, Director of Technology, Kirsch Kohn and Bridge
- Anirudh Nadkarni, Solution Manager - Data Analytics, Wipfli LLP