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Conferences
AICPA CFO Conference
April 24–April 26, 2019
|
InterContinental Chicago, Chicago, IL
| Live online
Conference details

During the AICPA's 2019 CFO Conference, we will focus on the profound changes shaping the world today, insights into what tomorrow will hold and how you can respond as a CFO, with better, more strategic decisions.

The C-Suite perspective serves as the foundation of every session, where we will examine what's coming down the line in tax reform, strategic planning, risk management, technological changes, and much more. You’ll leave Chicago with a thoughtful course of action, one that will lead to success in the year ahead and beyond.

22 sessions developed for CFOs, controllers and the entire C-suite

33 leading speakers to challenge your assumptions

2
evening
receptions

for peer conversations

Who Should Attend

  • CFOs, CEOs, corporate leaders, C-suite executives
  • Firm partners and leaders
  • Finance directors and controllers
  • Investment bankers
  • Chief audit executives
  • Attorneys, consultants, insurance executives, academics
  • Audit committee members

Why Attend

The AICPA 2019 CFO Conference steering committee is curating a unique program that will help you and your organization define a clear path to success. Seasoned CFOs from across the country are creating and developing sessions that provide the latest updates, innovations and anticipated trends to keep you on the cutting edge of the financial industry.

Download brochure

Go Beyond Disruption Podcast
"Adaptive Leadership" with Dr. Jeremy Lurey (Chicago, USA). GBD40

Hear from CFO Conference speaker, Jeremy Lurey, on the Association's Go Beyond Disruption podcast. In this episode, Jeremy Lurey and Kyle Hannan (AICPA & CIMA, London) discuss how to partner with clients to improve performance and drive adoption of change.

Jeremy will be a speaker on the following session this April: 11. What is a Digital Transformation Initiative – and – how and why does it apply to you?

Listen Now:

Attendance options
New! AICPA CFO Conference: Flex Pass
Apr 24-Apr 26, 2019

Flex Pass: The best of all worlds
Now you donít have to choose. Enjoy the flexibility of on-site AND online: attend some of the conference sessions in person to network with your peers, and view other sessions online. (20.5 CPE credits).

Already registered but interested in this new attendance option? Call Member Service to upgrade to Flex Pass: 888.777.7077.

Pricing:
Full Registration Rate
AICPA member: $1,525.00
Nonmember: $1,925.00
AICPA CFO Conference
Apr 24-Apr 26, 2019

Step away from your desk, and join us in Chicago, IL. Youíll interact directly with thought leaders and have the advantage of dedicated networking time with your professional community. (20.5 CPE credits).

Pricing:
Full Registration Rate
AICPA member: $1,325.00
Nonmember: $1,725.00
AICPA CFO Online Conference
Apr 24-Apr 26, 2019

Online: When travel isnít your preference
Sessions will be streamed live, in real time, direct to your computer or mobile device. Youíll have access to audio and video sessions, remote networking through polls and chat rooms, and handouts and slides, just as if you were there on-site. (20.5 CPE credits).

Pricing:
Full Registration Rate
AICPA member: $1,325.00
Nonmember: $1,725.00
AICPA CFO Online Conference: 9 Pack
Apr 24-Apr 26, 2019

When youíre pressed for time, focus on the sessions that match your main area of business and dive in. Choose any 9 sessions to view online. (CPE credits vary by session).

Pricing:
Full Registration Rate
AICPA member: $875.00
Nonmember: $1,175.00
Apr 24 2019
Build A High Performance Culture: Create Driven Employees
08:00 AM - 11:30 AM
Apr 24 2019
Not Everyone Works Like You Do - How To Detect And Work Well With Different Work Styles
08:00 AM - 11:30 AM
Agenda

WEDNESDAY, April 24
7:00 AM - 5:55 PM

Registration and Information Center Open

7:00 AM - 8:00 AM

Continental Breakfast

8:00 AM - 11:30 AM

Pre Conference Optional Workshops (Select One)

CFO19101. Build A High Performance Culture: Create Driven Employees
Field(s) of Study: Business Management & Organization
Knowledge Level: Intermediate | CPE: 4

Speaker: Brett Knowles, CMC, Executive Partner, pm2


This hands-on workshop will take you through the fundamentals of building a High Performance Culture in your organization.

In this workshop you will learn and apply strategy cascading tools to ensure clarity down to the team and individual level. You will learn the concepts and then how to build intrinsic motivators (purpose, mastery, progress, autonomy and socialization), along with applying game mechanics, to create a solution that will drive employee engagement in your organization. You will then see how to build daily dashboards that make strategy everyone’s everyday job.

Individuals will be able to clearly understand (and feel proud of) their purpose, see their progress, make autonomous decisions aligned to strategic success, and talk to others about their work!

Learning objectives:

  • Understand the latest developments in cascading strategy to teams and individuals
  • Learn how to apply intrinsic motivators
  • Understand how to apply game mechanics to make work more compelling
  • Discover the new ways of managing the organization and having performance conversations

Prerequisite: Basic leadership and strategy experience recommended.

Advanced prep: None

CFO19102. Not Everyone Works Like You Do - How To Detect And Work Well With Different Work Styles
Field(s) of Study: Personal Development
Knowledge Level: Intermediate | CPE: 4

Speaker: Bill Swedish, President, Swedish Consulting LLC


We all have those people in our work life who we find particularly difficult to work with. Perhaps they drain our energy, or we have challenges in our communications and collaborations. Oftentimes, this is no one’s fault, but rather a difference in work styles. In this highly-interactive session, participants will learn about the 4 basic work style types and the science behind them. They will participate in an interactive exchange with other participants to learn how to adjust to another’s work style that is different than their own and how others can best provide what they need in order to be engaged and effective. Finally, they will learn and practice to detect work style preference in others. Each participant will walk away with a personalized assessment booklet indicating their preferred work style and detailed information on related strengths and challenges. Expect increased awareness of work styles and, with concerted application of the learnings from the workshop, significantly more effective interactions with everyone you lead and with whom you work. If getting the best out of all those around you is important, this workshop is for you.

Learning objectives:

  • Learn what workstyles are and how they impact team success.
  • Learn what your preferred work style is.
  • Develop an appreciation for the value of work styles different than your own.
  • Learn how to detect and adjust to to others’ preferred work styles to get the best results.

Prerequisite: Some operational or supervisory experence recommended.

Advanced prep: None

11:00 AM - 12:30 PM

Lunch on your own

12:30 PM - 12:40 PM

Welcome and Introduction

12:40 PM - 1:30 PM

General Session

CFO1901. Prevent Cyber-Attacks: What Accounting Professionals Need to Know
Field(s) of Study: Economics
Knowledge Level: Update | CPE: 1

Speaker: Mike Foster, Cyber Security Specialist, The Foster Institute, Inc.


Accounting professionals depend upon technology to practice their profession. It is tragic that unauthorized individuals, and even organizations, focus their efforts on obtaining access to the sensitive information that is entrusted to you. However, there are a few important and inexpensive steps that add powerful protection into your systems.

Learning objectives:

  • Proven core strategies, using resources that you already own, that will propel your cyber safety to new levels.
  • Take-home value: Key steps for accounting professionals to dramatically increase the security of the information entrusted to them.

Prerequisite: None

Advanced prep: None

1:30 PM - 2:20 PM

CFO1902. Sell Value, Not Price For Any Product or Service
Field(s) of Study: Specialized Knowledge
Knowledge Level: Overview | CPE: 1

Speaker: Paul Reilly, President, Tom Reilly Training


Regardless of the product or service you sell, customers want value. This tone-setting presentation introduces you to Value-Added Selling. You’ll learn several ideas that will help you implement this go-to-market strategy.

In a competitive market, differentiation is key. What sets you apart from your competitors? Why should customers buy from you? How can you get them to return to you again and again? What if I told you that you can compete aggressively and outsell the competition while maintaining your profitability? It’s possible through Value-Added Selling.

Value-Added Selling is a business philosophy. It’s a process that involves proactively looking for ways to enhance, augment and enlarge your bundled package for the customer. It is promising a lot and delivering more. It is contributing maximum value to the customer relationship. It is selling to the customer’s needs, not against the competition. Here are the topics covered in this presentation:

  • What is Value?
  • What is Value-added?
  • What is the right Value-add-itude?
  • Value-Added Selling philosophy
  • Differentiating your value added
  • How to sell value added

Learning objectives:

  • How to define value from the customers perspective
  • Take three ways to sell more profitably by competing on value not price back to your office

Prerequisite: None

Advanced prep: None

2:20 PM - 2:50 PM

Networking Refreshment Break & Exhibits

2:50 PM - 4:05 PM

CFO1903. Great Game of Business - Open Book Management
Field(s) of Study: Business Management & Organization
Knowledge Level: Overview | CPE: 1.5

Speaker: Steve Baker, Vice President, The Great Game of Business


There is no quicker way to produce rapid financial results and lasting cultural change than to create a “business of business people” who think, act and feel like owners.

Based on Jack Stack’s bestselling book, The Great Game of Business is a unique and well-proven methodology and approach to running a company, based on a simple, yet powerful belief; “When employees think, act and feel like owners… everybody wins.” This proven operating system teaches people business, holds them accountable and provides them a stake in the outcome.

Learning objectives:

  • As leaders in their companies, how to assist the company culture to change the customer conversation from price to value

Prerequisite: None

Advanced prep: None

4:05 PM - 4:15 PM

Change Break

4:15 PM - 5:05 PM

CFO1904. Succession Planning
Field(s) of Study: Management Services
Knowledge Level: Overview | CPE: 1

Speaker: Shaara Roman, Managing Partner, The Silverene Group


Legendary business executive Jack Welch said, “Talent management deserves as much focus as financial capital management in corporations.” There are few concepts in business as misunderstood as succession management. For a lot of companies, succession management is an annual event that often happens behind closed doors. A common misconception about succession management is that it’s a quick fix, or a process that happens once per year or on the heels of a change in leadership. Some people understandably believe it’s replacement planning. If you don’t get it right, don’t even think about attracting and retaining millennials and Gen Z’s. This session will provide insights into the business case for succession management and how to build a plan that is simple, comprehensive and serves as a talent retention tool.

Learning objectives:

  • Understand the difference between succession planning/management and replacement planning
  • Learn how to build a simple yet comprehensive succession plan
  • Learn how to use succession planning as a talent retention tool

Prerequisite: None

Advanced prep: None

5:05 PM - 5:55 PM

CFO1905. The Dance of the Possible
Field(s) of Study: Business Management & Organization
Knowledge Level: Intermediate | CPE: 1

Speaker: Scott Berkun, Author and Speaker


You work with ideas, big and small, all day long - isn’t it time you better understand your creative successes and failures? This lively and fast-paced talk by famous author Scott Berkun will share timeless patterns and entertaining insights that can help you, and your team, be more inventive and productive all at the same time. From finding creative confidence to reusing brilliant ideas from the past, you’ll be entertained as you’re challenged to think differently about (creative) thinking, making good decisions and the future of work.

Learning objectives:

  • Improve your critical and creative thinking skills

Prerequisite: Mid level management experience and leadership skill-set

Advanced prep: None

5:55 PM - 7:00 PM

Networking Break - Refreshments & Vendor Displays

THURSDAY, April 25
6:30 AM - 5:25 PM

Registration and Information Center Open

6:30 AM - 8:00 AM

Continental Breakfast

7:00 AM - 7:50 AM

Solution Sessions

CFO19201. Sound Benefit Strategies
Field(s) of Study: Finance
Knowledge Level: Overview | CPE: 1

Speaker: Anthony Carlozo, Consultant, Trion, A Marsh McLennan Agency, Inc.


Healthcare premiums have spiraled out of control - continually rising with no relief in sight. As a result, employers have needed to shift all or part of these costs to employees. With wages rising slowly puts great pressure on a company's workforce. How do we manage this imbalance? This is where CFO's, Controllers, and finance can play a major role - knowing the numbers and having an input on a successful strategy. In this session, Anthony Carlozo of Trion will present what elements are needed to have a sound benefit strategy and what levers employers can evaluate to make an impact on price.

Learning objectives:

  • Understanding Industry benchmarks and cost drivers
  • Elements & Data needed for a sound benefit strategy
  • Strategies and Considerations Employers are evaluating to contain costs

Prerequisite: None

Advanced prep: None

CFO19202. A Financial Approach to Reducing Real and Personal Property Tax: What To Do, Not Do, and When
Field(s) of Study: Taxes
Knowledge Level: Overview | CPE: 1

Speaker: Michael Slevens, CEO, Tax Recourse, LLC


Property Tax is a burden many financial professionals believe they just have to pay as a cost of doing business in the United States. This cost is a direct to the bottom-line expense and directly affects a company’s profitability at every level. Often, CFO’s and financial professionals don’t realize the thousands of dollars they could save annually if they were to strategize and form a plan with regards to their real and personal property taxes proactively versus defensively. There are many mistakes made by not having in-depth knowledge of this field and thus there is a crucial need for CFOs and finance teams to plan an approach property tax as a savings initiative and drive bottom line growth.

Learning objectives:

  • Savings strategies to take as the CFO and finance team to drive bottom line growth
  • The mistakes often made by organizations that actually increase their tax liability
  • Tips for timing to maximize savings with regards to property tax
  • Why you need to plan if you want to gain an advantage on competitors

Prerequisite: None

Advanced prep: None

7:50 AM - 7:55 AM

Change Break

7:55 AM - 8:00 AM

Welcome and Introduction

8:00 AM - 8:50 AM

General Session

CFO1906. Risk Management
Field(s) of Study:
Management Services
Knowledge Level: Overview | CPE: 1

Speaker: Reshma Soni, CPA, Chief Financial Officer, Chicago Department of Aviation

Our host city for the 2019 AICPA CFO Conference, Chicago, is home to two international airports – Midway and O’Hare – making it one of the largest and busiest airport systems in the country. The global access created by Chicago’s airports continue to make the City of Chicago economically and logistically appealing for business. The airports are self-sustaining, and, combined, generate an estimated $60 billion in annual economic activity for the region. With that size and complexity comes a unique case study in risk management. As an introduction to our conference and the City of Chicago, Reshma Soni will discuss her personal experiences with CDA and her previous appointments with the City of Chicago in this fast paced, high risk environment.

Learning objectives:

  • Understand the key risks and challenges in providing oversight of a major modernization effort of Chicago’s major airports while managing the operations of the Aviation Department.
  • Understand the skills deployed in transforming Chicago’s procurement process through increased transparency and innovation, including strengthening and streamlining opportunities for small, minority and women-owned businesses.

Prerequisite: None

Advanced prep: None

8:50 AM - 9:00 AM

Change Break

9:00 AM - 10:15 AM

Concurrent Sessions (Select One)

CFO1907. Alignment of the Board and C-Suite (CFO) Agendas for Better Strategic Execution
Field(s) of Study: Accounting
Knowledge Level: Intermediate | CPE: 1.5

Speakers: Rich McMenamin, Vice President, Business Development, VCapital;
Jeff Vranek, Prairie Capital, L.P.;
Bill Bojan, CPA, Director, Business Risk Services, CLA;
Tim McCann, Vice President Finance, Superior Bulk Logistics
Jennifer Witts, CFO of BizOps Services, CLA


A panel of 4 individuals (2 Board members and 2 CFOs) to discuss the Board’s oversight strategies and the most effective way to bridge the gap between what the two executive levels deem to be challenges facing organizations or opportunities for the organization.

Learning objectives:

  • Discuss strategies from the Board’s perspective regarding effective board oversight of the key risks/challenges and key strategies/opportunities facing the organizations they serve
  • Discuss strategies from management’s perspective around optimizing alignment and bridging any gaps between management’s view and the board’s view of the organization’s key risks/challenges, key strategies/opportunities, and the risk appetite required to achieve key strategies

Prerequisite: Basic knowledge of the roles and responsibilities of Boards of Directors and management in the areas of risk management and strategy

Advanced prep: None

CFO1908. HR Update
Field(s) of Study: Personnel/Human Resources
Knowledge Level: Update | CPE: 1.5

Speaker: Cate Lindemann, JD, Attorney, Littler Mendelson PC


Annual update on HR issues from legal perspective.

Learning objectives:

  • Stay abreast of legal developments in employment.
  • Identify possible areas of risk in your organization.

Prerequisite: None

Advanced prep: None

10:15 AM - 10:45 AM

Networking Break - Refreshments & Vendor Displays

10:45 AM - 12:00 PM

Concurrent Sessions (Select One)

CFO1909. Manage Risk and Reward: Building a better scorecard
Field(s) of Study: Business Management & Organization
Knowledge Level: Intermediate | CPE: 1.5

Speaker: Brett Knowles, CMC, Executive Partner, pm2


Risk eats strategy for breakfast… but all risks are the offspring of strategy. More simply, every strategic decision both creates new risks and reduces other risks. Without seeing your strategy and/or risks in context of each other – and in near real-time, you are flying blind as you make your day-to-day decisions.

This session reviews the Strategic Risk Scorecard that was designed specifically for the AICPA and was licensed to other accounting firms, such as CPA Canada. It will show how you can link risk and performance in a reliable, repeatable and standardized process so all business units can see and pro-actively manage risks and rewards.

Learning objectives:

  • Learn how to develop a scorecard that captures your strategy and your risks
  • Understand how to set strategic priorities for your business to focus on what matters
  • Identify how to align and integrate the strategic priorities and risks in your organization to improve performance

Prerequisite: Basic strategy and risk management experience recommended.

Advanced prep: None

CFO1910. Tax Update - Problems & Issues
Field(s) of Study: Taxes
Knowledge Level: Update | CPE: 1.5

Speakers:
Anna Green, CPA, Partner, PWC;
Bradley Slattery, LLM (Intellectual Property), Principal, PWC;
Christopher Dean, CPA, Director, PWC;
Ken Esch, CPA, Partner, PWC


The implications of tax reform are just getting started and will have lasting impact on most businesses. Implementation challenges are ongoing with new issues arising daily, and with ongoing disagreements between the political parties, change will continue to be the only certainty. More importantly, strategic considerations ranging from capital structure and investment considerations to talent, trade and brand, abound. Attend this session to get what you need to know to develop a tax strategy that will adapt to the present and anticipate the future for the success of your company.

Learning objectives:

  • Understand the broad implications of tax reform legislation, past, present and future
  • Identify the strategic issues with potential impact and opportunity for your business
  • Develop an understanding of how your tax function will need to adapt to keep pace with the wider business in today’s rapid paced environment

Prerequisite: Attendees should have a basic knowledge of A&A, Tax and business solutions within the dealership industry

Advanced prep: None

12:00 PM - 1:00 PM

Lunch

1:00 PM - 2:15 PM

Concurrent Sessions (Select One)

CFO1911. The C-Suite’s Role in Success with Digital Transformation Initiatives
Field(s) of Study: Finance
Knowledge Level: Overview | CPE: 1.5

Speakers: Bob Green, CPA, CGMA, CITP, Lead Partner - Digital Transformation, SingerLewak, LLP;
Jeremy Lurey, PhD, People & Change Management Lead, SingerLewak


What is a Digital Transformation Initiative – and – how and why does it apply to you?

In finance and accounting departments, digital tools of the trade are in a perpetual state of being deployed, upgraded, integrated, and adopted. As a CFO, whether you are upgrading your ERP, FPA or other mission-critical software, or in some way are responsible for other departments’ system projects, you and your C-Suite colleagues are responsible for the success (or failure) of these Digital Transformation initiatives. These initiatives can bring great value to a business (success), or, more frequently, their disruptive nature can result in great cost and losses (failure).

This session is designed to give members of the C-Suite, in particular the CFO, an understanding of how businesses should undertake and govern Digital Transformation initiatives from the beginning, with an eye on strategy, mitigating inherent risks, assessing and measuring successes, and ensuring that the people most impacted are well equipped for a successful outcome. Our presenters bring unique and deep experience in the management of these initiatives from finance, technology and organizational development backgrounds.

Learning objectives:

  • Confirming what is Digital Transformation
  • Become familiar with the success factors, phases and activities of Digital Transformation initiatives
  • Learn the common technological, organizational and human challenges faced when undergoing Digital Transformation – and – how to manage towards a successful outcome
  • Explore the concept of Change Management – and how it enhances the likelihood of success with Digital Transformation

Prerequisite: None

Advanced prep: None

CFO1912. What I learned going from CFO to CEO
Field(s) of Study: Personal Development
Knowledge Level: Overview | CPE: 1.5

Speaker: Joey Pointer, CPA, CGMA, CEO, Fleet Feet


What I learned from in my journey from CFO to CEO in a challenging retail environment and how it impacted my thoughts on the importance of culture and core values.

Learning objectives:

  • Learn how to make the jump from CFO to CEO.
  • Understand how to create and lead a culture change within an organization.

Prerequisite: None

Advanced prep: None

2:15 PM - 2:25 PM

Change Break

2:25 PM - 3:40 PM

Concurrent Sessions (Select One)

CFO1913. Tools of Transition - Including M&A, Succession Planning & ESOPs
Field(s) of Study:
Business Management & Organization
Knowledge Level: Overview | CPE: 1.5

Speakers:
Tony Canonaco, CPA, CEO, APC Financial Group, Ltd.;
Barbara Horton, CLD, FIALD, President & CEO, HLB LIGHTING DESIGN INC.;
Aaron Saito, CPA, CGMA, Controller, Intel


A panel discussion, from a company insider’s view, of the tools of transition that are available for businesses to consider when determining how to capture and monetize the value that has been built over time.

Learning objectives:

  • Discuss exit strategies that work best to extract value.
  • Discuss legacy transfer strategies that work best to preserve value.
  • Discuss management buy-out or ESOP strategies that work well to transition ownership.

Prerequisite: None

Advanced prep: None

CFO1914. U.S. GAAP Update
Field(s) of Study: Accounting
Knowledge Level: Intermediate | CPE: 1.5

Speakers:
Bill Guska, Senior Manager, Deloitte;
Lauren Hegg, Senior Manager, Deloitte


This session will focus on recent US GAAP standard setting activity. Topics covered will include lessons learned from the implementation of newly adopted accounting standards related to revenue recognition and leases, the expected impacts of CECL (ASU 2016-13), and updates to consolidation accounting (ASU 2018-17). Discussion will also highlight current topics of discussion at the FASB and potential accounting standards on the horizon.

Learning objectives:

  • Describe best practices observed by companies in addressing issues related to the new revenue recognition and lease accounting standards
  • Provide attendees with an overview of the current expected credit loss model upon adoption of ASU 2016-13
  • Discuss the impacts to private company consolidation accounting introduced by ASU 2018-17
  • Outline recent standard setting activity at the FASB

Prerequisite: Basic ASC 606 and ASC 842 knowledge or experience.

Advanced prep: None

3:40 PM - 4:10 PM

Networking Break - Refreshments & Vendor Displays

4:10 PM - 5:25 PM

General Session

CFO1915. What’s Your And?
Field(s) of Study: Personal Development
Knowledge Level: Intermediate | CPE: 1.5

Speaker:
John Garrett, CPA, Thought Provoker, The Recovering CPA


Shatter the stereotype! No matter where you are in your career, it’s important to differentiate yourself to achieve your goals. Interestingly, by standing out and separating yourself from your peers, you actually become more engaged, developing stronger relationships with both co-workers and clients to get greater fulfillment out of your career. Many people tend to look at accountants and consultants like they look at apples: they’re all the same. They’re all boring, red apples. If you put them all together then you won’t be able to tell one from another. Through his hilarious stories and his own research, John is on a mission to encourage both you and your organization to have the confidence to be a green apple in the bin of “boring” red apples.

Learning objectives:

  • Specific calls to action to build stronger teams and better relationships with coworkers and clients
  • Identify what makes you unique and how your vulnerabilities are actually your strengths
  • Learn the value of differentiating yourself - as an individual and as a firm or company

Prerequisite: Basic team leadership experience recommended.

Advanced prep: None

5:25 PM - 6:30PM

Networking Break - Refreshments & Vendor Displays

FRIDAY, April 26
6:30 AM - 12:15 PM

Registration and Information Center Open

6:30 AM - 8:00 AM

Continental Breakfast and Vendor Display

7:00 AM - 7:50 AM

Solution Sessions

CFO19203. The Data-Driven Finance Leader
Field(s) of Study: Specialized Knowledge
Knowledge Level: Intermediate | CPE: 1

Speaker: Rich Reimer, VP, Industry Marketing, Sage Intacct


From big data and network effects to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever. Today, it takes a data-driven finance leader – someone who understands and embraces the promise and power of technology – to navigate this exciting, uncertain future. Attend this session and hear how Sage Intacct customers became data-driven finance leaders that proactively drove strategy and improved operations.

  • The technologies and skills you need to move to a digital, data-driven world
  • How to move from Finance 1.0 to Finance 2.0 and beyond
  • How to “Twitterize” your reporting and analytics
  • When you should automate and when you shouldn’t

Prerequisite: Basic knowledge of data technologies. Familiarity with financial reporting systems.

Advanced prep: None

CFO19204. Sound Benefit Strategies
Field(s) of Study: Finance
Knowledge Level: Overview | CPE: 1
Speakers: Anthony Carlozo, Consultant , Trion, A Marsh McLennan Agency, Inc.

Healthcare premiums have spiraled out of control - continually rising with no relief in sight. As a result, employers have needed to shift all or part of these costs to employees. With wages rising slowly puts great pressure on a company's workforce. How do we manage this imbalance? This is where CFO's, Controllers, and finance can play a major role - knowing the numbers and having an input on a successful strategy. In this session, Anthony Carlozo of Trion will present what elements are needed to have a sound benefit strategy and what levers employers can evaluate to make an impact on price.

  • Understanding Industry benchmarks and cost drivers
  • Elements & Data needed for a sound benefit strategy
  • Strategies and Considerations Employers are evaluating to contain costs

Prerequisite: None

Advanced prep: None

7:55 AM - 7:55 AM

Change Break

7:55 AM - 8:00 AM

Welcome and Introduction

8:00 AM - 9:15 AM

General Session

CFO1916. Inspector Gadget
Field(s) of Study:
Information Technology
Knowledge Level: Intermediate | CPE: 1.5

Speaker: David Cieslak, CPA, CGMA, CITP, EVP, Chief Cloud Officer, RKLe Solutions, LLC


Gizmos and gadgets have become an indispensable part of our digital lives – ever transforming the way we work, play and live. From cloud computing, mobile and hybrid devices to entertainment, home automation and the Internet-of-Things – every aspect of our days are impacted by the latest technology offerings. Join Inspector Gadget as he shares cutting edge tech trends and the hottest gear that every user will want to consider in the months ahead.

Learning objectives:

  • Understand the latest technology trends and the impact these trends will have on next generation devices
  • Identify where to wisely invest in new technology, and what to avoid.

Prerequisite: Basic knowlede of business technology solutions.

Advanced prep: None

9:15 AM - 10:05 AM

General Session

CFO1917. Economic Update
Field(s) of Study: Information Technology
Knowledge Level: Intermediate | CPE: 1

Speaker: James Glassman, PhD, Managing Director, JPMorgan Chase & Co.


With big changes at the Fed, with our tax laws and increasing global tensions, understanding the prospects for both the UW and world economy has never been more important. Join us as Jim Glassman, Chief Economist for JP Morgan Chase gives us insight into what to expect from the coming year. The discussion will include thoughts on the market, interest rates and factors that impact all of us in both our business and personal lives.

Learning objectives:

  • Understand economic insights impacting the US and Global Economies
  • Identify key factors that will impact both business and personal finances.

Prerequisite: Basic technology and cyber risk understanding.

Advanced prep: None

10:05 AM - 10:35 AM

Networking Break - Refreshments & Vendor Displays

10:35 AM - 11:25 AM

General Session

CFO1918. The Culture Choice: Building a Culture By Design
Field(s) of Study: Business Management & Organization
Knowledge Level: Intermediate | CPE: 1

Speaker: Jeff Nischwitz, JD, President, The Nischwitz Group


Everyone talks about wanting to create a culture, but the truth is that every organization already has a culture. The only question is whether it’s a culture by design or a culture by default. Too often, team members are looking up (to leadership) to define the firm’s values and culture, but every team member has the opportunity to design, develop, nurture and sustain the culture (or to kill it). Jeff Nischwitz shares his unique perspectives on theme of building a culture by design, along with his innovative ideas on designing and nurturing culture where every team member is empowered for impact. Join us and get implementable tools for guiding and impacting the culture in your firm.

Learning objectives:

  • Help leaders and team members differently understand the foundations of building sustainable cultures
  • Identifying and demystifying culture myths and killers
  • Arming leaders and team members with actionable culture shifts to improve team and firm effectiveness, influence and impact

Prerequisite: Basic knowledge and experience in leading organizations and developing the culture for the organization to achieve its strategic goals and objectives.

Advanced prep: None

11:25 AM - 12:15 PM

General Session

CFO1919. How Good Employees Can Rationalize Bad Decisions
Field(s) of Study: Behavioral Ethics
Knowledge Level: Intermediate | CPE: 1

Speaker: Kelly Richmond Pope, PhD, CPA, CGMA, Associate Professor - School of Accountancy and MIS, DePaul University


All companies hire great employees, but what happens when those same employees rationalize bad decisions in hopes of helping their organizations? In this engaging session, hear Dr. Kelly Richmond Pope discuss real-life examples from several recent fraud cases where employees actually thought they were doing the right thing.

Learning objectives:

  • Use the fraud triangle.
  • Identify the importance of professional skepticism.
  • Analyze internal control weaknesses.

Prerequisite: Basic understanding of corporate management, internal controls, corporate governance, and fraud deterrence and detection.

Advanced prep: None

12:15 PM

Main Conference Concludes

More details

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 applied automatically during checkout. Questions? Contact the AICPA Service Center at 888.777.7077 or service@aicpa.org.

Create learning retreats for your team!

When registering for a single conference, groups of 2-9 should contact AICPA customer service team to learn more about their potential savings at 888.777.7077.

If your organization registers for 10+ conference seats over the course of the year, we offer volume pricing, with consolidated invoicing available before or after the event. For more information on the group registration process, contact your conference group sales representative, Corinne Alford at Corinne.Alford@aicpa-cima.com or AICPA Learning at 1-800-634-6780, Option 2.

Reach tech-savvy accounting and financial professionals, ready to learn about new products and solutions to enhance their businesses at AICPA Conferences.

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Attending Online is easy! Check the System Requirements below and install Adobe Flash if you haven't already, then visit this demo page once you're ready to check for compatibility.

NOTE: For sessions that are audio-only, you use the same player and have the experience as the above demo page, but there will be a static image in place of the video stream.

  • Adobe Flash plugin (Click on link to install) http://get.adobe.com/flashplayer/
  • Supported Browsers: Internet Explorer 8 or Higher, Firefox, Chrome, Safari
  • Computer with Speakers / Headset
  • High speed internet connection

On-Site Conference: You may cancel without penalty if cancellation request is received up to and including 45 days prior to the start of the conference. Due to financial obligations incurred by the AICPA, a credit less 50% of the registration fee will be issued for requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event.

Online Conference: You may cancel and receive a refund if cancellation request is received up to and including 15 days prior to the start of the conference. You can cancel and receive a 100% credit if your registration is canceled within 7 days of the start of the conference. Due to financial obligations incurred by the AICPA, a 60% credit will be issued for requests received up to the day prior to the start of the conference. No refunds or credits will be issued on cancellation requests received once the online conference begins.

For more information about AICPA's conference cancellation policy, contact the AICPA Service Center at 1-888-777-7077 or service@aicpa.org.

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Ratings and reviews
PRICING SUMMARY
New! AICPA CFO Conference: Flex Pass (Flex Pass)
$1,525.00–$1,925.00
AICPA CFO Conference (In person)
$1,325.00–$1,725.00
AICPA CFO Online Conference (Online Conference)
$1,325.00–$1,725.00
AICPA CFO Online Conference: 9 Pack (Online Conference: 9 Pack)
$875.00–$1,175.00
CREDIT INFO
CPE credits
Conference
: 20.5,
Online Conference
: 20.5,
Workshop
: 4.0
NASBA Field of Study
NONE
Level
Intermediate
Prerequisites
None
ADVANCE PREPARATION
None
Delivery Method
Group Internet Based

Location & Accommodations

Location:

505 N Michigan Ave
Chicago, IL 60611

Room rate:

Cutoff date:

Hotel phone:

Reservations:

Guests can identify themselves as participants of Group Block: National CFO Conference or by using the Group Code: DZJ.

Reservations Center is open 24/7

Dress code:

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