AICPA Financial Planning & Analysis Conference

Denver, CO

Jul 16 - 18, 2018


AICPA Financial Planning & Analysis Conference

At the AICPA Financial Planning & Analysis Conference, you’ll learn how to bridge the gap between a strategist’s view of external trends, to a FP&A professional plan, to a controller’s annual budget and reporting. Deliver insights using new tools, frameworks and communication skills.

Who Should Attend

  • Controllers, CFOs, Finance Managers, and Vice Presidents of Finance, Strategy, or FP&A
  • Others with responsibility for financial planning, strategy and analysis for small, medium or large companies.
Download Agenda

What you’ll gain: Technical mastery, market awareness and a vision of success for your organization.

Look for: A consistently high level of speakers and content for immediate impact in developing up-to-the-minute analyses, long-range targets and measurements.

What’s in it for YOU?
You’ll learn about the most up-to-date tools, techniques and strategic frameworks to drive growth and change in your organization – all to help you fulfill your role in FP&A.

Featured Keynotes

Kimberly Ellison-Taylor, CPA, CGMA
Global Accounting Strategy Director, Oracle

Karl Ahlrichs
Consultant, Gregory & Appel Insurance

Brian Kalish
Principal, Kalish Consulting


Click View Pricing/Register Now above to choose your options.

Full Main Conference | On-Site
Attend on-site in Denver, CO. Network with peers from around the country. Share insights and perspectives on issues affecting your everyday role. (18 CPE Credits).
Select Item # FPA18

Full Main Conference | Online
Attend online and don’t miss a thing! Skip the travel and attend this conference from your home or office. This option gives you access to the entire main conference sessions. You will have the ability to select your concurrent sessions and build your conference just as if you were on-site. (18 CPE Credits).
Select Item # FPA18ON

Select 7 | Online
This option allows you to choose any seven (7) sessions from the online conference. (CPE Varies).
Select Item # FPA18PK7

Optional Pre-Conference Workshops

Click View Pricing/Register Now above to choose your options.

Workshop Title Date Time Type CPE Credits
Beginner-Level Power Pivot Training July 16 8:00AM - 11:10 AM On-Site/Online 3.5
Replacing the One-Year Budget July 16 8:00 AM - 11:10 AM On-Site/Online 3.5


CGMA Holders 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. More information available on: CGMA.org.


MONDAY, July 16
7:00 AM - 5:25 PM


7:00 AM - 8:00 AM

Continental Breakfast

8:00 AM - 11:10 AM


101. Beginner-Level Power Pivot Training [Specialized Knowledge]


 Rob Collie, President, PowerPivotPro LLC
 Chris Ortega, MBA, Sr. Finance Manager, Emarsys

Did you know that Microsoft has quietly been turbocharging Excel by integrating industrial-strength Business Intelligence and Reporting engines into it? Did you know that these new capabilities are 100% built for YOU, and that you can be successful with them in your first day? This session will empower attendees with absolutely game-changing Excel-based tools that dramatically accelerate data-driven decisions. In the session, attendees will experience an end-to-end walkthrough of these tools, including multi-data source import, rapid data shaping and cleansing, the creation of “portable” formulas that can be re-used across all subsequent analysis, and the construction of insightful reports and dashboards.

Target Audience: This session will be geared towards anyone who performs financial planning and analysis in Excel and is looking to simultaneously make smarter decisions while eliminating repetitious, manual labor. Anyone who is responsible for forecasting, analysis, and budgeting will find this introduction (to the tools listed below) to be quite literally a life-changing event.

Minimum Requirements for Session: Attendees may opt to simply “observe and absorb” this session, or may also opt to follow along with it on their own laptops.

Attendees who opt to follow along with the session MUST bring a laptop with the proper software already installed:

  • Excel 2013 with Power Pivot and Power Query installed
  • Excel 2016 Professional or higher
  • Excel 2010 with Power Pivot installed

Learning Objectives Include:

  • Full overview of the Microsoft Power BI suite
  • New tools and skills that can dramatically improve Excel based forecasting and budgeting
  • Clear and tangible ROI you can take back to your business immediately
  • Knowledge and assistance from a thought leader in the Power BI world (Rob Collie)

102. Replacing the One-Year Budget [Finance]


 Steve Player, CPA, CGMA, Director, Live Future Ready
 Nevine White, Executive in Training, Live Future Ready

Annual Budgets? We’ve tried them.

Many management teams utilize budgeting in hopes of shaping a successful future, but they typically end up with plans that are out-of-date before they are even printed. Good news we have found better ways to achieve the goals of budgeting without the pain of the existing process. Innovative organizations have found ways to create lean, agile “Future Ready enterprises” by replacing the one year budget.

This session shows you how to Live Future Ready by:

  • Rethinking the fundamental approaches to planning and control to enable forward-looking management
  • Establishing accountability for results that adjust for today’s constantly changing environment
  • Eliminating the prior non-value-added tasks of negotiating budget targets (replacing them with self-correcting relative measures)
  • Developing proactive plans that prepare your organization to grab potential opportunities and defend potentials threats

Learning Objectives: This workshop shows you how to:

  • Build the case for changing your current budgeting process
  • Identify why the new approaches better achieve finance objectives
  • Learn from successful organizations who have already made these changes
11:10 AM - 1:00 PM

Lunch on Your Own

1:00 - 1:10 PM

Welcome and Introduction

1:10 - 2:25 PM


1. Futuristic FP&A - People, Process, Technology and Beyond [Finance]


 Brian Kalish, FP&A, Principal, Kalish Consulting

Our own Phileas Fogg of FP&A – Brian Kalish– will discuss his views on the current state of the FP&A profession and where he believes it is heading. Brian has had the good fortune to speak and work with thousands of FP&A professionals from all across the United States and around the world (47 states, 39 countries, 5 continents) to gain a uniquely in-depth understanding of the global status of the FP&A profession, what challenges the profession is facing worldwide, and how organizations are overcoming these challenges.

Learning Objectives:

  • The current state of the FP&A profession
  • Where the discipline may be heading
  • What FP&A 2050 may look like
2:25 PM - 2:45 PM

Afternoon Networking Break and Exhibits

2:45 PM - 4:00 PM


2. Generational View in FP&A Leadership [Personal Development]


 Renee Henderson, CPA, CGMA, Senior Financial Analyst, AICPA
 Chris Ortega, MBA, Sr. Finance Manager, Emarsys
 Sarita Manzaneres, CPA, Assistant Controller at Emarsys
 Rob Teis, CPA, CGMA, Senior Manager – Internal Audit, Dematic

FP&A leadership is evolving from a professional, personal and technology perspective. This session will help you learn from those on the front lines in FP&A leadership to provide their perspective, insights and learning while navigating their careers. Additionally, this session you will be able to ask your burning questions on how, when, what, and how these professionals were able to continue to progress their careers from multiple vantage points.

Learning Objectives:

  • People, process and technology insights in how FP&A leadership has transformed and where it is going in the future
  • Ability to ask questions to help you understand how you can better navigate or begin your FP&A career
  • Understanding FP&A leadership best practices, knowledge, resource and other tools to help you accelerate your FP&A career.

3. Unconference Session: Forecasting Processes [Accounting, Finance]


 Michael Burns, CPA, CGMA, Director, Covestro LLC
 Jennifer Reilly, CPA, CGMA, VP, CFO Pricing and Client Services Group, TIAA

This session will be interactive and include an engaging discussion around the current state across industries in terms of forecast processes. We will explore current benefits of a forecast, discuss current trends around technology, timing and degree of success.

Learning Objectives:

  • Benefits of current forecast processes
  • Challenges and opportunities within current process and potential solutions to address
  • Trends around automation and use of advanced technologies to perform forecast
  • Insights and leading edge solutions for balancing timeliness and accuracy
4:00 PM - 4:10 PM

Change Break

4:10 PM - 5:25 PM


4. Real Life Robotics [Computer Software & Applications, Information Technology]


 Michael Goodman, Senior Director - FSI Data & Analytics, and Technology Advisory Practice Lead, NTT Data
 Kim Curley, Director, NTT Data Services

This session will provide an overview of Robotic Process Automation, including the journey to automation, challenges to overcome and experiences from automation projects. Attendees will gain a better understanding of Robotic Process Automation and be able to evaluate the potential applicability of that technology.

This session will focus on:

  • Real life robotics trends in FP&A and more broadly across companies
  • Lessons learned and things to look out for
  • Change management aspect of migrating to this workforce model
5:25 PM - 6:30 PM

Welcome Reception

TUESDAY, July 17
7:00 AM - 5:50 PM

Registration and Information Center Open

7:00 AM - 7:50 AM


201. Becoming Future-Ready and Simplifying the Most Challenging Parts of Your Job [Specialized Knowledge]


 Mike Sabbatis, Chief Executive, XCM

With 12 words, Seth Godin has captured one of the biggest, most frustrating and difficult-to-overcome challenges of our time: "We're so busy doing our jobs, we can't get any work done."

Until a clear return on investment is defined, many leaders fall back on the status quo, thinking we can dig ourselves out from the avalanche of busy-ness if we just work a little harder. But there are two problems with that line of thinking:

Learning Objectives:

  • We'll never have less work to do. The problem isn't what we're doing; it's how we're doing it.
  • Instead of worrying about the ROI, we should focus on the RONI—the risk of not investing. Today, that risk is huge. Our competitors are working to become future ready. If we don't, we risk irrelevance at best…and extinction at worst.
7:00 AM - 8:00 AM

Continental Breakfast

8:00 AM - 8:10 AM

Welcome and Introduction

8:10 AM - 9:25 AM


5. Future of Finance and the Implications on the FP&A Function [Specialized Knowledge]


 Kimberly Ellison-Taylor, CPA, CGMA, Global Accounting Strategy Director, Oracle America
 Ash Noah, CPA, CGMA, VP External Relations, Association of International Certified Professional Accountants

Digital disruption is making current business models obsolete and organizations have no option but to leverage technology and data in order to transform or become a casualty.

The Finance Function faces unprecedented challenges and must drive its own transformation agenda to adopt a new business model and help drive business transformation.

Speakers will shares research and insights on the impact of technology on the Finance function of the future and the imperative for organizations to adopt a new operating model for finance.

Learning Objectives:

  • Understand the impact of technology on Finance and the future role of Finance.
  • Apply the new Finance Operating Model for Modernizing Finance.
  • Understand the Finance competencies required for the future.
9:25 AM - 9:35 AM

Change Break

9:35 AM - 10:25 AM


6. Sustainability - Can You Quantify Business Impact? [Finance]


 Kimberly Kipin-McDonald, Sustainable Business Development Director, Covestro LLC

As we focus attention on becoming more sustainable in our corporate practices, is there a way to quantify the value added? How does it translate into financial results?

7. Technology - AI & Machine Learning Advanced [Information Technology, Computer Software & Applications, Finance]


 Chris Ortega, MBA, Sr. Finance Manager, Emarsys
 Sarita Manzaneres, CPA, Assistant Controller, Emarsys North America

The goal of this session is to provide insights into the impact AI & machine learning will have on people, processes and technologies in FP&A. Also, looking at some current technologies at a high level to review application in processes, teams and overall FP&A expansion. This session will cover:

  • Current Overview of AI & Machine Learning technologies
  • Deeper understanding how AI & Machine Learning impact FP&A
  • Advanced understanding on application of AI & Machine in Accounting/Finance
10:25 AM - 10:45 AM

Morning Networking Break and Exhibits

10:45 AM - 12:00 PM


8. Finding, Developing and Keeping Top Talent – 3 Angles to a Common Challenge [Business Management & Organization]


 Karl Ahlrichs, SHRM-SCP, SPHR, Senior Consultant, Gregory & Appel

Good news/bad news. The economy has improved, but most organizations are fighting a global talent shortage for skilled, high performing employees. As there are multiple causes, in this presentation we will cover the challenge from multiple angles.

1. Finding and sourcing good people
We cover new methods for sourcing and screening the modern workforce, applying LEAN theory to talent issues. Some of the answers are counter-intuitive, others go beyond “best practices” to future-focused “Next practices”. Learning objectives for this segment include:

  • Understanding the new definition of “High Performing” talent
  • Using LEAN theory to align candidates with specific jobs
  • How to adjust your existing hiring process to become a competitive advantage

2. Developing staff - Fixing Performance Management Using New Tools
Simply put, most employee devlopment and performance management systems do not perform very well. The question is whether improvements can be achieved via relatively minor changes, major overhauls, or radical shifts in how managers think about managing performance. This segment of the presentation is focused on diagnosing the flaws in performance management systems, and how to implement new processes that get better results. Learning objectives for this segment include:

  • The state of the art in performance management (pros and cons)
  • How to to diagnose the flaws in performance management systems
  • Build an action plan to get better results

3. Keeping the good ones - Avoiding Turnover and improving engagement
In this segment, engagement is reviewed from several non-HR points of view. How does the COO think engagement lines up with LEAN theory and Six Sigma? How does the CFO think engagement pays off? How does the CEO think that engagement helps with the sustainability of the organization? This segment will offer three specific tactics to overcome the disconnects. Practical methods that will be reviewed include using advanced listening skills, reducing conflict through management training, and value-based hiring methods. Learning objectives include:

  • How engagement impacts organizational operations
  • Metrics that CFOs use to evaluate engagement, and what metrics will be used in the future
  • When engagement is not the answer – business models that reward high turnover
  • How to properly communicate the value of engagement with the C-Suite

The presentation has an overall theme of “Fixing the Shortage of Top Talent”, handled with three distinct segments with overlapping content.

12:00 PM - 1:00 PM


1:00 PM - 2:15 PM


9. TBD Sponsor Session

Description coming soon.

1:00 PM - 2:15 PM


10. Leading Change & Business Partnership [Business Management & Organization, Communications and Marketing, Finance]


 Jennifer Reilly, CPA, CGMA, VP, CFO Pricing and Client Services Group, TIAA

A tactical approach to Leading organizational change and developing effective business partnerships to achieve a common goal. I will provide a step by step approach I take to lead organizational change and develop effective business relationships and discuss real life examples and lessons learned along the way.

2:15 PM - 2:25 PM

Change Break

2:25 PM - 3:40 PM


11. FP&A Now [Specialized Knowledge]


 Ash Noah, CPA, CGMA, VP External Relations, Association of International Certified Professional Accountants
 Michael Burns, Director, Covestro LLC
 Javier Ramirez, VP of FP&A, Predictive Cash Flows

Discuss the innovation in FP&A…. it is anticipated that the panel members would answer such questions as:

  • What key things are happening in FP&A now?
  • What can we expect going forward?
  • Greatest challenges?
  • What are some of the successes/failures you’ve experienced recently?

12. Cybersecurity Awareness [Information Technology]


 Rob Goldberg, Principal, Deloitte

This session will cover current and emerging trends in cybersecurity risk across a variety of industries. Attendees will learn the methods that attackers are using to compromise organizational defenses, what they are after, and how companies need to be thinking about cybersecurity risk management in this new era. In addition, linkages will be made to understand the implications of cyber risk on typical FP&A activities and financial reporting. After participating in this session, attendees will gain an understanding of current trends in cybersecurity risk across industries.

3:40 PM - 4:00 PM

Afternoon Networking Break and Exhibits

4:00 PM - 4:50 PM


13. Communication of Financial Results [Finance]


 Jim Cramer, Senior Director, TIAA

This session will explore methodologies and techniques on effectively communicating financial and operational results to business partners.

  • Presentation of financial results and operating metrics
  • Understanding the "so what" of financial results
4:50 PM - 5:00 PM

Change Break

5:00 PM - 5:50 PM


14. Leadership in FP&A[Specialized Knowledge]


 Nevine White, Executive in Residence, Live Future Ready

What does it really take to run an innovative and engaged FP&A function? The best way to learn that maybe to interact with a 20-year FP&A leader, who will share front-line examples of leading the effort to implement transformative strategies to both solve business problems and ensure that the team was properly positioned to be a valued partner in day-to-day decision making.

Hear the stories and experiences that led to the evolution and success of this FP&A team, including:

  • Being present in addressing the true needs of the business
  • Prioritizing high-value activities over perfunctory busywork
  • Pursuing diverse and appropriate skill sets within the team
  • Creating engagement by utilizing embedded structures
  • Upgrading the planning function to rolling forecasts

Learn how a true leader:

  • Nurtures team members’ professional and personal growth
  • Promotes knowledge-sharing strategies that accelerate business acumen
  • Stretches the team’s creativity
  • Ensure the team is having fun and excited to be at work

End your day on a high note with this inspirational account of how powerful and high-functioning an FP&A team can be.

7:00 AM - 12:25 PM

Registration and Information Center Open

7:00 AM - 8:00 AM

Continental Breakfast

8:00 AM - 8:10 AM

Morning Announcements and Introduction

8:10 AM - 9:25 AM


15. Partly Cloudy with a 30% Chance of Rain [Finance]


 Danielle McLarnon, CPA, CFO, New Belgium
 John Kreutzfeldt, Director of Finance, Otter Products, LLC
 Ryan Van Fleet, Sales Insights, New Belgium

This session will cover the impacts of forecasting on financial reporting and business operations.

Learning Objectives:

  • The "how" of building a forecast: market insights, historical experience, innovation and frequency.
  • How to determine and account for sensitivities in forecasts.
9:25 AM - 9:45 AM

Change Break

9:45 AM - 11:00 AM


16. Importance of Business Partnerships for Finance and FP&A Leaders [Business Management & Organization, Finance, Management Services]


 Javier Ramirez, VP of FP&A, Predictive Cash Flows

The latest business-centered technological advances (i.e. Blockchain, AI, IoT, etc) and the amount of data that businesses generate & hoard on a daily basis are speeding up the way that businesses merge, integrate, grow, and expand into new markets or territories. These characteristics bring challenges for the FP&A team to assess situations, qualify investments, develop new market models, and prepare budgets & monthly forecasts.

So, companies are in need of Finance leaders with “high caliber features” that can be proactive, precise, quick, and accurate on their decision making process. Unfortunately, these leaders cannot only rely on their education and technical experiences; but also, they must develop personal skills and attitudes that will allow them to grow long lasting business partnerships within & outside of the organization.

In this session, you will learn some of the key areas that a Finance leader should focus on to develop successful long term business partnerships within today’s FP&A work environments.

Learning Objectives:

  • Develop or participate on a “task-force team” within the organization
  • Create “brainstorm sessions” to identify common goals, objectives, and values
  • Identify one or multiple leaders within the organization to help the “task-force team” being on track with the goals, objectives, and to discuss functional specific topics
  • Connect with each team member by being transparent, authentic, and a little bit vulnerable
  • Cultivate a team mentality and always collaborate to achieve the team’s results

17. Economic Update [Economics]


 Jeff Korzenik, Chief Investment Strategist, Fifth Third Bank

We will discuss the state of the U.S. and global economy, the impact of federal policies, and the likely direction of capital markets. Particular focus will be given to late-cycle strains on the U.S. economy and potential policy remedies and risks. Participants will understand the role of government policy in the U.S. economy, learn the role that social ills are playing in labor force dynamics, and acquire the knowledge to incorporate reasonable economic assumptions into their financial analysis work.

11:00 AM - 11:10 AM

Change Break

11:10 AM - 12:25 PM


18. Power BI [Specialized Knowledge]


 Rob Collie, President, PowerPivotPro LLC
 Chris Ortega, MBA, Sr. Finance Manager, Emarsys

Microsoft has quietly been turbocharging Excel by integrating industrial-strength Business Intelligence and Reporting engines into it - capabilities that are 100% built for YOU, and that you start revolutionizing your career (and improving your LIFE) on your very first day using them. Take your first step in this session.

Attendees will:

  • Gain awareness of Microsoft's massive investments in this space - capabilities ideal for the FP&A pro... but poorly marketed.
  • Understand the roles and utility of Power Pivot and Power Query - the two 'engines' at the heart of this.
  • Watch as the presenters walk through common FP&A workflows, witnessing the dramatic efficiency and intelligence gains.
  • Leave with next steps - activating/installing the software, downloading the session examples, and further educational resources.
12:25 PM

Conference Adjourns

Group Sales Savings

Create learning retreats for your team!

Groups of 2-9 can receive significant savings when registering for one conference. Contact AICPA customer service team to learn more: 888.777.7077.

10+ conference registrations each year qualify for significant savings. The benefits don’t stop there! You will receive invoicing before or after the event. Register your group here.

For more information or guidance through the registration process, contact your conference group sales representative, Corinne Alford at Corinne.Alford@aicpa-cima.com.

Travel & Accommodations

Grand Hyatt Denver
1750 Welton Street
Denver, CO 80202
Phone: (303) 295-1234

Room rate: $219 + 14.75% tax
Cut-off date: June 16, 2018

Business Casual

Exhibitor and Sponsor Opportunities

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

View Prospectus

Cancellation Policy

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.

Online Conference System Requirements

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