Take advantage of this all-in-one conference for CPAs working in private industry. Top instructors from Executive Education, Inc, CPA Crossings, LLC, and Board Advisory will share leadership secrets that CFOs and financial accountants can take advantage of. Choose from 3 sets of breakout sessions focusing on leadership, blockchain, forecasting, decision making, and more. Close the day with a discussion on trends most likely to affect financial management and what you should be doing about them.
DESIGNED FOR
Middle and upper level corporate financial professionals
HIGHLIGHTS
Agenda
7:30-8 a.m.
Registration and Continental Breakfast
8-8:50 a.m.
Heartfelt Leadership: How Ethical Leaders Build Trusting
Organizations (MT)
John F. Levy, MBA, CPA - Board Advisory
Leaders provide the culture, environment, values and incentives that foster and encourage
change. Most importantly, great leaders create environments of trust that allow employees
to challenge, innovate and work as teams. In a rapidly changing world, heartfelt leaders
build great organizations. Understand the qualities of a great leader and find out how you
can become a great and heartfelt leader no matter your title or place in an organization.
8:50-9 a.m.
Morning Break
9 a.m.-10:40 a.m.
Breakout Sessions (Choose one)
1A. 2018 Technology Update for CFOs (SK)
John H. Higgins, CPA, CITP, CISA - CPA Crossings, LLC
This session will provide a concise update of various technology trends and
innovations with which CFOs should be familiar. The topics presented will include IoT
(Internet of Things), 3D printing, artificial intelligence, data analytics, business
intelligence and more.
1B. Prepare for a CFO Role (MT)
Richard Karwic, MBA - Executive Education, Inc.
Many accountants spend
their early career trying to develop technical skills, yet a surprising proportion of
public company Chief Financial Officers don't even have an accounting degree. What does
it take to become a CFO and be successful once you get there? Whether you are early or
late in your career, this session will provide valuable insights. Come hear stories of a
real world CFO’s successes and failures.
10:40-10:50 a.m.
Break
10:50-12:30 a.m.
Breakout Sessions (Choose one)
2A. Becoming a Great Predictor: Create Better Forecasts (AA)
John F. Levy, MBA, CPA - Board Advisory
Imagine being able to see into
the future with confidence. The ability to be a great forecaster is not innate but learned.
By examining great forecasters, we can learn to improve our ability to predict the future.
We will examine best practices and current research to improve our ability to predict
events that will affect our business.
2B. Blockchain Technology:
What Every CFO Should Know (SK)
John H. Higgins, CPA, CITP, CISA - CPA Crossings, LLC
Every so often, a new technology emerges that ultimately has a significant impact
on accounting and finance: spreadsheet software, accounting software, cloud, etc.
Blockchain technology has the potential to be the next “big thing.” It is getting a lot
of attention from many of the thought leaders in the IT industry. This session will
provide you with a practical and easy to understand explanation of Blockchain and the
potential applications for it in accounting and finance.
12:30-1:20 p.m.
Lunch
1:20-3 p.m. Breakout Sessions (Choose one)
3A. Financial Management: Becoming and Staying Effective in the 21st Century (MT)
Richard Karwic, MBA - Executive Education, Inc.
Today’s effective financial leader must establish on-going credibility and adaptability
to be effective. Finance professionals operate in a landscape of constant flux, yet
financial management’s fundamental success skills do not vary. Hear veteran accounting
speaker Richard Karwic discuss why some financial managers succeed while others fail.
3B. Accounting Fast and Slow: Thinking about Analysis (EC)
John F. Levy, MBA, CPA - Board Advisory
Do we really understand why we, and our companies, make the decisions?
We may believe that we make decisions only after acquiring all the facts, carefully
considering all the alternatives and logically choosing the best option. However, Nobel
prize-winner in Economics Daniel Kahneman and his long-time collaborator Amos Tversky
have proven in numerous experiments and studies that we make most decisions by intuition
and not analysis. We will examine Kahneman and Tversky’s groundbreaking work and its
implications on us, our companies and the accounting profession.
3-3:10 p.m.
Break
3:10-4 p.m.
Panel Discussion: Trends Most Likely to Affect Financial
Management (MT)
John F. Levy, John Higgins & Richard Karwic
The three conference speakers will discuss current trends, speculate about which
ones will affect financial management the most and what we should consider doing about
them.
COURSE LEVEL
Intermediate