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AICPA Controllers Online Conference

Nov 14 - 15, 2017

Web Events

AICPA Controllers Online Conference

Outlook, skills and resilience to drive your career forward.

More changes. More competition. More pressure. In a seemingly endless stream of flux and questions, be confident in your ability to steer your organization. The AICPA Controllers Conference is your annual opportunity to hone all aspects of your personal and professional development.

Attend Onsite
Attend the this conference in Orlando, FL.

Essential Sessions

  • Career agility and navigation
    • Session 1. Settling Is the Biggest Sacrifice
    • Session 28. Becoming the Architect of Your Own Career
  • Leadership skills to be an effective manager up, down and from the middle
    • Session 4. Leading from the Middle
    • Session 8. Managing Other Humans: Up, Down and Eyeball to Eyeball With Your Tribe
  • Finance as strategic business partner
    • Session 11. The Role of Finance in Strategy Execution and Business Innovation
  • Technical updates (SEC, FASB and Tax)
    • Session 7. Sales Tax Update
    • Session 18. FASB/SEC Update
  • Internal controls, risk management and fraud mitigation
    • Session 3. Anti-fraud Controls
    • Session 9. Risk, Trends in Management and Mitigation
    • Session 12. Self-Assessing Your Cybersecurity/Privacy Risks
  • Personal wellness and networking
    • Session 13. Step Away from the Wall: Networking When You Are the New Guy or Girl
    • Session 20. Me Inc.: Are You Investing in You?
View Agenda


Developed for

  • Controllers and Assistant Controllers
  • CFOs
  • Accounting and Financial Managers
  • Treasurers

ONLINE ATTENDANCE Options

Full Main Conference: November 14-15, 2017
Select Item #CW17ON
This option gives you access to all of the main conference sessions. You will have the ability to select your concurrent sessions and build your conference just as if you were on-site. 19 CPE Credits.

Select 7 Sessions: November 14-15, 2017
Select Item #CW17PK7
This option allows you to choose any seven (7) sessions from the conference. CPE Varies.

Discounts

IMTA Section Members/CITP Credential Holders Save an Additional $100

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Find out more information on the IMTA Section Website.

CGMA Members Save an Additional $50

To receive the discount, you must be signed in as a registered user on this site. The discount will be automatically applied during checkout. Questions? Contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Agenda

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Agenda At-A-Glance
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Fields of Study: A, BMO, ECO, F, MS, PD, SK, T

MONDAY, November 13
8:00 AM - 5:00 PM

Registration & Message Center Open

7:00 AM - 8:30 AM

Continental Breakfast

8:00 AM - 5:00 PM

PRE CONFERENCE OPTIONAL WORKSHOPS

101. Lead Yourself With Integrity, Lead Others with Authenticity - [PD]
Speaker: Michael Goodfriend, BMCP (Birkman Master Certified Professional), President, Goodfriend & Associates, Inc.

In today’s business environment, change is no longer an option. To add values while adapting to constant business model shifts, disruptive innovations, and generational differences, management accountants are expected to be a part of cross-functional teamwork and increased agility to stay relevant and competitive in the workplace. Be a strong professional and ethical foundation for your business to gain effective and valuable influence over the quality of organizations’ decision making and performance management. Make an important contribution to your organization by ensuring the sustainable success of business through effective leadership skills.

In this interactive pre-conference session, participants will learn:

  • The essential traits of highly effective leaders and how to build on them
  • The different approaches to build trust and resilience with authentic and effective communication
  • How to build a high performing team through effective coaching and mentoring
  • How management accountants can leverage their professional values in cross-departmental collaboration to influence business decisions.
8:00 AM - 12:00 PM

PRE CONFERENCE OPTIONAL WORKSHOPS

102. Cool Under Fire - [PD]
Speaker: Marianne Fleischer, Founder & Principal, Fleischer Communications

During the session, the presenter will provide pro techniques and war stories to inspire accountants and auditors to think on their feet.

Learning Objectives:

  • Boost your confidence ad-libbing, when the stakes are high
  • Polish Executive Presence: presenting, taking Q&A and doing interviews
  • Manage Performance Anxiety through the lens of Neuroscience
  • Pitch ideas to leaders & partners (from a speechwriter-presentations skills exec. coach)
  • Turn fear into finesse, thru improvised "What If Scenarios" pulled from pages of your career
  • Master the Architecture of an Anecdote

103. Real Life Fraud - [MS]
Speaker: Jeff Aucoin, President, CPA, CFF, Partner, Horne

Through various real world scenarios and a workshop setting, we will dissect numerous cases to evaluate any internal control deficiencies and corrective actions, which will help you mitigate fraud losses in the future.

Learning objectives:

  • Fraud is real
  • Various ways fraud happens within your organization
  • Various ways to mitigate fraud losses in the future
12:00 PM - 1:00 PM

Lunch on Your Own

1:00 PM - 5:00 PM

PRE CONFERENCE OPTIONAL WORKSHOPS

104. Diverse Thinking - [PD]
Speaker: Byron Hebert, CPA, CTP, Entrepreneurial Advisory Services Director, PKF Texas

We will talk about the power of using a personality profile to help solidify your culture, improve communication, keep your staff productive, and promote relationship building.

By taking the Birkman personality assessment yourself, you will learn where your stress triggers are and how to avoid the career damaging effects of stress and stress behavior.

You will also learn why certain personality groups have a tough time understanding each other and why they see the world differently.

105. 15 Internal Control Workarounds You Probably Implemented and Didn’t Even Know - [BMO]
Speakers: Donny Shimamoto, CPA, CGMA, CITP, Managing Director, IntrapriseTechKnowlogies LLC
Jason Young, CPA, CGMA, Division Controller, TriLink Biotechnologies

Many small and mid-sized businesses have implemented numerous controls designed to prevent fraud and ensure accurate financial reporting. You may also have inadvertently rendered these controls ineffective by implementing common work arounds that seem harmless, but open the opportunity for fraud and other unethical acts. Join us in reviewing the most common but missed work arounds and how to close the gaps. This interactive session will also include a portion where you can share the challenges you are facing in implementing strong internal controls in your small or mid-sized business, and group work to develop solutions that enable strong controls within the limitations of a smaller entity.

TUESDAY, November 14
7:00 AM - 6:20 PM

Registration & Message Center Open

7:00 AM - 8:00 AM

Continental Breakfast

8:00 AM - 8:10 AM

Welcome & Introduction

8:10 AM - 9:25 AM

GENERAL SESSION

1. Settling is the Biggest Sacrifice - [PD]
Speaker: Daniel Seddiqui, Founder & CEO, Living the Map

Hear from Daniel Seddiqui, the man who worked 50 Jobs in 50 States. USA Today honored him with the title, The Most Rejected Man in the World. He will share his methods for stretching our comfort zone so we can engineer our own path and ultimately steer us to find places of meaning in the world. The audience will be challenged to fail energetically and experiment exuberantly. Daniel will encourage us to uncover our many talents through curiosity and courage, and will show us that the world is filled with choices to pursue something greater. He proves that potential lies in each one of us and that we shouldn't overlook those who don't have the standard qualifications.

9:25 AM - 9:30 AM

Change Break

9:30 AM - 10:45 AM

GENERAL SESSION

2. The Outlook for the North American Economy - [ECO]
Speaker: Daniel North, Chief Economist, North America, Euler Hermes

The U.S. and the world have been in a historically slow recovery for the eight years since the end of the Great Recession. While significant changes are seen on the horizon, their full effects may not materialize for some time. In the interim, a balance of positive and negative factors is likely to result in continued slow but positive growth. This presentation will examine developments in consumption, housing, manufacturing, and employment, and how the new Administration’s policy proposals could affect the economy.”

Learning Objectives:

  • Gain understanding of current economic issues and how they feed into the forecast
  • Gauge short term and long term positives and negatives acting on the economy
  • Assess effects of government policies
10:45 AM - 11:10 AM

Morning Refreshment Break & Vendor Display

11:10 AM - 12:00 PM

CONCURRENT SESSIONS (SELECT ONE)

3. Anti-Fraud Controls - [MS]
Speaker:
Jeff Aucoin, CPA, CFF, Partner, Horne

Fraud is a risk to every organization and anti-fraud controls can help mitigate fraud losses. You may of heard, “An ounce of prevention is worth a pound of cure.” This is true in medicine and fraud. This session will help you develop and enhance your anti-fraud program.

Learning objectives:

  • The importance of an effective anti-fraud program
  • Tips to develop and enhance your anti-fraud program

4. Leading from the Middle - [PD]
Speaker:
Joe LaDuca, CPA, CGMA, SVP Controller, OceanFirst Bank

During the session, participants will gain a better understanding of what it means to lead from the middle. The presenter will also discuss the practical application of leading from the middle.

Learning objectives:

  • Lead through ideas not orders
  • Develop your value through networking and information

5. Financial Management for Small & Mid-Sized Companies - [BMO]
Panel Moderator: Laura Felice, CPA, CGMA, SVP Controller, BJ's Wholesale Club, Inc
Panelists: Jason Young, CPA, CGMA, Division Controller, TriLink Biotechnologies
Angela Ho, CPA, CGMA, SVP & Chief Accounting Officer, OceanFirst Bank
Pauline Le, CPA, CGMA, CITP, VP, Finance, Birkman International

Small and mid-sized companies are often considered the drivers of economic growth, and poor financial management can be the cause of a business failure. The responsibilities of the Controller in a small or mid-sized company are different than those in a large company, as much of your role is pegged to the success of your organization. Join a panel discussion that will provide a perspective on the distinction and challenges faced as well as explore what it takes to be successful and effective.

Learning objectives:

  • Identifying and understanding key differences between large companies and small and mid-sized companies
  • Maintaining bank relationships, Lines of Credit and Secured Financing
  • Self mentoring
  • Leveraging limited resources
  • Managing an audit with a small team
  • Affecting change and strategy
  • Audited vs non audited considerations
  • Implementing practical controls
  • Additional responsibilities : HR, IT, ERP, Corp Governance, Insurance
  • Other issues that affect small to mid-sized companies
12:00 PM - 1:00 PM

Lunch

1:00 PM - 2:15 PM

GENERAL SESSION

6. Thriving in Disruptive Times - [SK]
Speaker: William Reeb, CPA, CGMA, CITP, CEO, Succession Institute, LLC

Technological advancements, geopolitical shifts, demographic changes and other external forces are disrupting business and shaping the accounting profession. From the future of audit to the evolving role of finance, AICPA Vice Chairman of the Board Elect, Bill Reeb, CPA, CITP, CGMA, discusses the current state of the accounting profession and opportunities that build on our strength to drive a dynamic future.

2:15 PM - 2:25 PM

Change Break

2:25 PM - 3:15 PM

CONCURRENT SESSIONS (SELECT ONE)

7. Sales Tax Update - [T]
Speaker: Mike Dillon, JD, President, Dillon Tax Consulting LLC

This session will provide an update on sales tax nexus, including novel state tax attributional nexus theories, click-through and affiliate nexus standards adopted by states, and economic nexus standards; an update on federal remote seller legislation; update on taxation in a digital age, including cloud computing and other emerging technologies.

Learning Objectives:

  • Understand the activities in which you or your clients' organization may be engaging which may create potential nexus and sales tax exposure for them
  • Gain insight into pending federal legislation impacting out-of-state sellers and nexus and the likelihood of such bills being made into law, as well as potential that the US Supreme Court will revisit the nexus standard
  • Learn the rending laws regarding state taxation of e-commerce, digital goods and cloud computing

8. Managing Other Humans: Up, Down & Eyeball to Eyeball with your Tribe - [PD]
Speaker: Marianne Fleischer, Founder & Principal, Fleischer Communications

During this session, the presenter will discuss new "hearable" techniques to inspire and lead talent.

Learning Objectives:

  • Create a Sense of Mission and buy-in with staff and partners
  • Fresh, motivating ways to give Communications Feedback to colleagues
  • TV writer-producer's advice for Keeping Things Interesting (in your Communications)
  • Influence Without Authority
  • Speak Truth to Power
  • Cut to the Chase (even if subject is huge & you're a stickler for detail)

9. Risk, Trends in Management & Mitigation - [MS]
Panel Moderator: Greg Bedard, CPA, CGMA, Vice President, Prudential
Panelists: Jason Young, CPA, CGMA, Division Controller, TriLink Biotechnologies
Laura Felice, CPA, CGMA, SVP Controller, BJ's Wholesale Club, Inc.
Angela Ho, CPA, CGMA, SVP & Chief Accounting Officer, OceanFirst Bank

Controllers and CPAs in industry are required to think about how to reduce risk within their companies. Over the last several years there has been more attention placed on the effectiveness of senior management and boards of directors to manage and oversee the variety of risks that Controllers face daily. There is greater awareness of risk and a commitment to improve performance that is driven by leadership at the highest levels of companies. It is an expected best practice. Our boards are (or should be) asking what are we doing to mitigate risk and what’s our plan to address it. Assessing risks, including the risk of the status quo, represents the next step in enhancing performance. Integrating risk in the rhythm of all management and program areas is critical to improving alignment, cooperation, prioritization and, execution. This panel of Controllers will explore current trends and share personal anecdotes.

Learning Objectives:

  • Trends in the Risk Management environment
  • The boards’ view of Controllership in managing all types of risk
  • How to approach strategic risks
3:15 PM - 3:40 PM

Afternoon Refreshment Break & Vendor Display

3:40 PM - 4:55 PM

CONCURRENT SESSIONS (SELECT ONE)

10. CGMA Toolkit - [F]
Speaker: Byron Hebert, CPA, CTP, Entrepreneurial Advisory Services Director, PKF Texas

In this session you will learn how to turn your department into an efficient value added group and stop the notion of being strictly a cost center.

You will learn how to conduct a waste audit in your company and department. You will also learn how to facilitate gathering ideas to improve efficiency, remove waste and how to measure those results to the bottom line.

11. The Role of Finance in Strategy Execution & Business Innovation - [F]
Speaker: Ted Delgado, CPA, Director, North America Controller, The Hershey Company

Strategy provides a map to guide decisions within a company. A strategy map is useless without vehicles and drivers that enable business decisions, which lead to successful execution and business innovation. A balanced approach to strategy development, execution, and business innovation is essential to achieve sustainable growth and profitability. Finance plays a significant role in the development of business strategies because this function is in the best position to develop financial models that prove or disprove strategic ideas that emerge from various levels of the organization. A strong pipeline of business innovation is essential for the development of new roads that lead to higher levels of business performance. Finance again is in a great position to work cross-functionally to build a strong pipeline of business innovation, which can be compared to building new roads that lead to new destinations.

12. Self-Assessing Your Cybersecurity/Privacy Risks - [MS, T]
Speaker: Donny Shimamoto, CPA, CGMA, CITP, Managing Director, IntrapriseTechKnowlogies LLC

Worried about whether your data is at risk for a cyber-attack or data breach? Attend this in-depth but non-technical session to learn how to assess your cyber-security risk using techniques familiar to most auditors and accountants who have done internal control work. Learn to identify data sets and systems that are at risk and the questions to ask your IT department, service providers, and business partners to better understand your risks and exposure. Cyber-liability insurance and the implications of your information security practices will also be discussed.

Learning Objectives:

  • Learn to identify data sets at risk for data breach
  • Learn to identify cyber-risk exposure areas
  • Learn what questions to ask of IT to ensure cyber-risks are mitigated appropriately
4:55 PM - 5:05 PM

Change Break

5:05 PM - 6:20 PM

GENERAL SESSION

13. Step Away from the Wall: Networking When You Are The New Guy (or Girl) - [PD]
Speaker: Bobby Schroeder, CPA, Tax Manager, Ericksen Krentel

We've all been there - new employer, new city, new group, etc. It's easy to network when you have a few friends with you and a completely different ballgame when you are all alone. Fear not! While first impressions are important, networking with strangers can be a downright frightening. Once learned, it becomes a valuable skill. We'll talk about some of the reasons why it can be scary, and spend time exploring and incorporating a few tips and tricks.

Learning Objectives:

  • Become comfortable with networking in a new of different situation
  • Discover ways to ease anxiety about meeting new people
6:20 PM - 7:30 PM

Welcome Reception

WEDNESDAY, November 15
6:45 AM - 5:20 PM

Registration & Message Center Open

6:45 AM - 8:15 AM

Continental Breakfast

7:00 AM - 7:50 AM

EARLY RISER CONCURRENT SESSIONS

14. Diving Into Disruption - [SK]
Speaker: John Mcleod, CPA, Vice President, Marketing, VersaPay Corporation

Hear first-hand how a leading company successfully leveraged FinTech to automate their accounts receivable process Be taken through a journey from what typical AR looked like 5 years ago, to what it looks like today: digital presentment, automated reconciliation, faster payments, portal functionality and happier customers, and how to get there.

Learning Objectives:

  • How to leverage FinTech and optimize your invoice-to-cash cycle; compare AR to what it was 5 years ago, and how FinTech is forever changing the landscape.
  • How the channels of communication are changing to meet the demands of the modern day customer: who they are, what they expect, how can you collect faster?

15. How to Accelerate Your Financial Close - [MS, T]
Speaker: Sonia Luna, CEO, Aviva Spectrum

This session will discuss how to Accelerate Your Financial Close, using case studies and formulas proven to assist a Controller in preparing a business case to your CFO!

Learning Objectives:

  • Understand the various ROI models when implementing technology
  • Understand recent studies covering how automation has transformed the Controller's position, and which tasks are predicted to have "AI" artificial intelligence take over.

16. The cybersecurity risk management examination: Raising the bar for cyber risk oversight and reporting - [MS, T]
Speakers: John Clark, CPA, Partner, Deloitte
Gaurav Kumar, Principal, Deloitte

Cyber risk management is on many boardroom agendas. And for good reason. The past several years have seen some of history's most high-profile cyber breaches and attacks, and the magnitude of stolen information is staggering. The proliferation of cybercrime is putting organizations under intense pressure from boards, regulators, investors, analysts, business partners, customers, and other stakeholders to respond to inquiries about the effectiveness of their cyber risk management program. Yet there’s still a growing need for greater transparency and uniformity when it comes to evaluating and reporting on an organization’s cyber risk management program and related controls. This is further compounded by the fact that there’s no single approach for doing so today.

In response to this, cybersecurity risk management examination guidance related to cyber risk reporting and disclosures has been developed. The new AICPA cybersecurity risk management examination reporting framework is intended to expand cyber risk reporting to address the marketplace need for greater transparency and assurance around an entity’s cyber risk management program, as well as provide useful information in making informed and strategic decisions. During this session, we'll discuss the key benefits organizations can gain by undertaking a cybersecurity risk management examination engagement, as well as how organizations can get started so that they are better prepared.

Learning Objectives:

  • The evolving cyber threat landscape
  • Recent regulatory and compliance drivers
  • The role of boards in providing cyber risk oversight
  • New AICPA cybersecurity risk management examination guidance
8:00 AM - 8:10 AM

Announcements & Introduction

8:10 AM - 9:25 AM

GENERAL SESSION

17. The Business of King Ranch - [SK]
Speaker: William Gardiner, Senior Vice President/CFO, King Ranch, Inc.

A snapshot of one of the most iconic businesses in America. A look at the 164 year history of the "birthplace of American ranching" and how it has evolved into a diversified agribusiness corporation today.

Learning Objectives:

  • Building a family-owned business over multiple generations.
  • Adopting public company attributes for a private company.
  • Risk management in an agricultural setting.
9:25 AM - 9:30 AM

Change Break

9:30 AM - 10:20 AM

GENERAL SESSION

18. FASB/SEC Update - [A]
Speakers: Melissa Beaumont, CPA, Partner, Grant Thornton
Jason Sandberg, CPA, Partner, Grant Thornton

The session will provide an update on the state of SEC regulatory matters, as well as an update on new FASB pronouncements, and the impact on the industry.

10:20 AM - 10:45 AM

Morning Refreshment Break & Vendor Display

10:45 AM - 12:25PM

CONCURRENT SESSIONS (SELECT ONE)

19. Dynamic Finance Talent to Lead Positive Change - [F]
Speaker: Ted Delgado, CPA, Director, North America Controller, The Hershey Company

Talented people are at the center of any major achievement. External changes around us are creating unprecedented business opportunities and challenges. Cross-functional teams are essential to succeed in today’s environment. Finance is in a unique position to provide solid leadership that connects the dots in an era of unprecedented data abundance in fluid business conditions. Consequently, Dynamic Finance Talent is the Key to Lead Positive Change in this era.

20. Me, Inc.: Are you Investing in you? - [PD]
Speaker: Nigel Franklyn, CPA, CGMA, Vice President, Financial Reporting, The Prudential Insurance Company of America

This session is a personal development conversation about personal leadership and wellness, and how it contributes to your productivity and overall professional development. Many of us intend to have careers that span 30 years or more, and spend a significant amount of time on professional development plans that chart our continued career advancement. Yet a majority overlook the personal, and do not commit to making ongoing investments in “me.” This session is designed to engage the speaker and participants in a dialog about personal leadership and wellness, and how the purposeful integration of both elements can result in career and life advancement.

Learning Objectives:

  • To promote an understanding of the overall impact of wellness on personal and professional development
  • To facilitate a mindset change that will impact our leadership
  • Share practical examples of the discussion themes into action

21. Welcome to the BlindSpot Zone - [MS]
Speaker: Kevin McCarthy, Partner, Making Better Happen, LLC

If you have ever said to yourself, “I didn’t see that coming!” then Welcome to the BlindSpot Zone is a program you won’t want to miss! The presenter spent 33 months in a federal prison for a crime he didn’t knowingly commit. What are your blind spots doing to you? The problem is, you don’t know what you don’t know. Yet, most of us think we are less biased than the average. Blindspots are those unconscious biases, implicit associations, memory traps and thinking errors that affect our behavior and decision-making abilities.

Welcome to the BlindSpot Zone is an innovative, interactive, and fun program that will keep you engaged throughout and leave you with new tools to mitigate the effects of blindspots at work and home.

Learning Objectives:

  • Learn how to unmask the hidden biases that creep into every decision-making process.
  • Learn how to quickly recognize blindspots and intentionally change behaviors.
  • Discover recurring patterns that are holding you back from peak performance.
12:25 PM - 1:25 PM

Lunch

1:25 PM - 2:15PM

CONCURRENT SESSIONS (SELECT ONE)

22. Women in The Profession: Motivate, Retain and Succeed - [SK]
Speaker: Nina Chmura, CPA, Partner, WithumSmith+Brown

In this session, we will discuss how to motivate, retain and train women in the profession for success.

Learning Objectives:

  • To identify and understand the business reasons and need to embrace women in the workplace.
  • To understand and overcome the challenges of a diverse workforce

23. Managing Sales Tax Risk: Protect Your Bottom Line - [T]
Speaker: Mike Dillon, JD, President, Dillon Tax Consulting LLC

This session is designed to teach you the key information you need to know on the topic of multistate sales tax. The course provides a general overview of sales tax nexus, and what you can do to identify and manage nexus risk. In addition, the course will provide an overview of sales tax and the use of automation to manage compliance obligations and reduce audit risk. Lastly, you will learn what to do should you be contacted by a taxing authority, when to involve sales tax experts and specific areas in which experts can enhance sales tax compliance processes. Too often, sales tax nexus and compliance obligations are over-looked or ignored by business until it’s too late.

Learning Objectives:

  • Learn what triggers nexus and what you can do to identify and manage your nexus
  • Identify best practices to identify and manage your sales tax obligations using decision matrices and sales tax automation
  • Understand how to manage the audit process and best practices to reduce audit risk

24. Dealing with Difficult People - Finding the “Win Win”! - [PD]
Speaker: Nigel Franklyn, CPA, CGMA, Vice President, Financial Reporting, The Prudential Insurance Company of America

We have all been there – trying to accomplish something and that one person is standing in the way. You feel “stuck”, the situation hardly ever improves and is often frustrating. Walking away isn’t an option. How can you get them to listen to you and understand your point of view? How can you both come to an agreement? This session will be a discussion on conflict management, the reason why, and the mindset and behavioral changes to facilitate mutually beneficial outcome!

Learning Objectives:

  • Understand why we get “stuck”
  • Discuss the mindset and behavioral changes to aid in conflict resolution
  • Share practical actions/activities to help influence the outcome you seek
2:15 PM - 2:25 PM

Change Break

2:25 PM - 3:40PM

CONCURRENT SESSIONS (SELECT ONE)

25. The Interpersonal Side of M&A: Why the people involved in the transaction don't always behave - [F]
Speaker: Terry Hill, Managing Partner, Tatum

Mergers and Acquisitions continue to represent a popular method for achieving shareholder value. Buyers, sellers, and professional deal teams - financial and strategic - have become more sophisticated and now, more than ever, run robust sell-side and buy-side processes. In kind, service providers such as investment bankers and M&A advisors, valuation firms, law firms, CPA firms, and other boutiques have also upped their game.

Why, then, do so many deals not go as planned or fail entirely? Why, with such immense diligence, do deals so often fall short of the anticipated gain / synergy? Come join us as we discuss the "problem" with every M&A transaction: the people. We'll discuss buyer and seller profiles and review 6 specific M&A transactions, ranging from Small Cap to Large Cap companies - public and private. The session will conclude with several practical takeaways.

26. Maximizing Impact through Data Analytics - [BMO]
Speakers: Vishal Majithia, Director, Data Analytics, Prudential
Stephanie Frey, Specialist, Data Analytics, Internal Audit Department, Prudential

The presenters will share examples of use cases based on their past and present experiences to demonstrate the process of data analytics and its benefits. They will also discuss the types of data that can be leveraged in data rich controller functions.

Examples will focus on the following areas:

  • Accounting and Financial Reporting
  • Treasury Operations
  • Valuations

Learning Objectives:

  • Gain an understanding of various Data Analytics opportunities within the Controllers function.
  • Discuss the benefits and value of Data Analytics execution within the Controllers function.

27. Business Partnering - [BMO]
Speaker: Jim Waddell, MBA, CIA, Corporate Controller, Bose Corporation

During the session, the presenter will share his views of partnering both within and outside of Finance including thoughts on changing CFO priorities in the digital age, synergies between strategy and partnering, a proven partnering framework, practical tools and techniques as well as examples and an opportunity for Q&A.

Learning Objectives:

  • Provide an expanded view of partnering that can benefit your organization
  • Learn a proven partnering framework
  • Learn tools and techniques that can elevate contributions to your organization
  • Learn techniques to effectively business partner that can elevate contributions to your organization
  • Have an opportunity to ask questions and share perspectives on effective partnering with the other attendees
3:40 PM - 4:05 PM

Afternoon Refreshment Break & Vendor Display

4:05 PM - 5:20 PM

GENERAL SESSION

28. Becoming the Architect of Your Own Career - [PD]
Speaker: Dan Griffiths, CPA, CGMA, Director of Strategy & Leadership, Tanner LLC

It can be easy to find ourselves on the career conveyor belt. Get accepted into a good university. Get good grades. Get accepted into the business school. Get more good grades. Get accepted into the accounting program or graduate school. Get more good grades. Get a job at a reputable firm. Distinguish yourself as a new staff. Get promoted. And so it goes.

This hands-on session will provide you with an opportunity to step back and focus on what you really want out of life and how to build a career that supports those goals. Instead of just letting your career happen to you, this session will give you tools and a simple process to help you play a proactive role in architecting the career you want.

System Requirements