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Conferences
AICPA CFO Conference
April 22–April 24, 2020
|
Loews Coronado Bay, Coronado, CA
| Live online
Conference details

During the AICPA's 2020 CFO Conference, we will provide you with insights on the profound changes shaping the world today, insights into what tomorrow will hold and how you can respond as a leader, with better, more strategic decisions.

The C-Suite perspective serves as the foundation of every session, where we will examine the hot-button issues of today and what’s coming down the line in the future. You’ll leave Coronado with a thoughtful course of action, one that will lead to success for your organization in the years ahead.

Download agenda at-a-glance

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 2020 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. Check back in December for the full agenda.

Pre-conference workshops

Wednesday, April 22, 8:00AM - 11:30AM
Intelligent Automation – Start Smart, Finish Smarter
This session will provide an overview of intelligent automation and an introduction to robotic process automation. It will include a plan for getting started and best practices for putting an organization on the road to success in this area.

Speakers: Michael Goodman, VP - Data and Technology Senior Practice Lead and
Kim Curley, Sr. Director, FSI Practice Lead - People, Process and PMO, NTT Data

Wednesday, April 22, 8:00AM - 11:30AM
Leadership in Times of Uncertainty
This workshop will help to familiarize your team with specific roles and responsibilities during an incident, and moreover, how they, as leaders can effectively manage, facilitate, and support the response and recovery operations within your organization.

Speaker: Robert Darling, President & CEO, Turning Point Crisis Management-USA
Attendance options
AICPA CFO Conference: Flex Pass
Apr 22-Apr 24, 2020

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. (21.5 CPE credits).

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

Pricing:
Early Bird rate ends 03/10
AICPA member: $1,495.00
Nonmember: $1,895.00
AICPA CFO Conference
Apr 22-Apr 24, 2020

Step away from your desk, and join us in Coronado, CA. Youíll interact directly with thought leaders and have the advantage of dedicated networking time with your professional community. (21.5 CPE credits).

Pricing:
Early Bird rate ends 03/10
AICPA member: $1,295.00
Nonmember: $1,695.00
AICPA CFO Online Conference
Apr 22-Apr 24, 2020

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. (21.5 CPE credits).

Pricing:
Early Bird rate ends 03/10
AICPA member: $1,295.00
Nonmember: $1,695.00
AICPA CFO Online Conference: 9 Pack
Apr 22-Apr 24, 2020

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:
Early Bird rate ends 03/10
AICPA member: $775.00
Nonmember: $1,175.00
Apr 22 2020
Intelligent Automation - Start Smart, Finish Smarter
08:00 AM - 11:30 AM
Apr 22 2020
Leading and Communicating in Times of Uncertainty
08:00 AM - 11:30 AM
Agenda

WEDNESDAY, April 22
7:00 AM - 6:00 PM

Registration Open

7:00 AM - 8:00 AM

Continental Breakfast

8:00 AM - 11:30 AM

Pre-Conference Optional Workshop (Additional Fee)

CFO20101. Intelligent Automation – Start Smart, Finish Smarter
Field(s) of Study: Information Technology
Knowledge Level: Overview | CPE: 4

Speakers: Kim Curley, BBA, MBA, Director, NTT DATA Services;
Michael Goodman, VP - Data and Technology Senior Practice Lead, NTT DATA Services


This in-depth workshop will provide an overview of intelligent automation and an introduction to robotic process automation. It will include a plan for getting started and best practices for putting an organization on the road to success in this area. Register now.

Learning objectives:

  • Develop a high-level understanding of intelligent automation
  • Understand how to get started with RPA
  • Learn best practices for achieving success with RPA
  • Discover the new ways of managing the organization and having performance conversations

Prerequisite: 1-2 years in the profession

Advanced prep: None

CFO20102. Leadership In Times of Uncertainty
Field(s) of Study: Personnel/Human Resources
Knowledge Level: Intermediate | CPE: 4

Speaker: Robert Darling, President and CEO, Turning Point Crisis Management-USA


This workshop will help to familiarize your team with specific roles and responsibilities during an incident, and moreover, how they, as leaders can effectively manage, facilitate, and support the response and recovery operations within your organization. Register now.

Learning objectives:

  • Recognize a crisis
  • Develop Courses of Action
  • Make Decisions, Execute, Terminate, and Return to normal operations

Prerequisite: 6-10+ years in the profession

Advanced prep: None

11:30 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

CFO2001. Combining Innovation and Managing Risk in an MLB Team
Field(s) of Study: Information Technology
Knowledge Level: Basic | CPE: 1

Speaker: Ronda Sedillo, CPA, San Diego Padres


Baseball is one of America's oldest pasttimes - how do longstanding traditions mix with innovation? How has viewership of the game changed for the diverse set of fans, from the very young to the very old? Every business has risk - what are some of the unique risks to operating a MLB team?

Learning objectives:

  • Discover how technology has changed the game, from player acquisition and development to how fans enjoy the game
  • Learn about the unique risks and responses to same for a Major League Baseball team

Prerequisite: 1-2 years in the profession

Advanced prep: None

1:35 PM - 2:25 PM

General Session

CFO2002. Readiness of Finance for Industrial Revolution 4.0
Field(s) of Study: Personnel/Human Resources
Knowledge Level: Overview | CPE: 1

Speakers: Brian Dumbill, BA, FCMA, CGMA, VP Finance, Region the Americas, Volvo Financial Services;
Ash Noah, AICPA - CIMA


This is a unique time in the evolution of the finance function. IR 4.0 brings significant changes to what is expected from finance and the office of the CFO. CFOs have an unprecedented opportunity to enable their organizations to reimagine their business model by leveraging technology. Finance leaders need to understand and recognize how they can participate in the enterprise transformation by centering their transformation around reengineering the customer experience. Based on their experience and AICPAs research, Brian Dumbill and Ash Noah will discuss a customer centric approach and what CFOs should be doing to prepare themselves and their teams to support their organizations.

Learning objectives:

  • Identify relevant technologies that impact finance operating model
  • Appreciate how technology impacts finance processes
  • Understand the application and leveraging of these technologies
  • Realize how the enterprise should approach transformation
  • Understand how finance teams should be getting ready for the change

Prerequisite: 1-2 years in the profession

Advanced prep: None

2:25 PM - 2:55 PM

Networking Refreshment Break & Exhibits

2:55 PM - 4:10 PM

General Session

CFO2003. The #FutureReady Organization and the Role of Innovation
Field(s) of Study: Business Management & Organization
Knowledge Level: Intermediate | CPE: 1.5

Speaker: Tom Hood, CPA, CIPT, CGMA, CEO, Maryland Association of CPAs/Business Learning Institute


In the age of exponential change, it is clear that what got us here won't get us there. In order to thrive in the Fourth Industrial Revolution, firms must embrace transformation and innovation. This session is about how to start and accelerate your journey for transformation and innovation using real life examples to inspire you to get started.

Learning objectives:

  • Understand the major forces of change, transformation and innovation
  • Gain a positive view about the future and development opportunities for innovation for every day firm use

Prerequisite: 3-5 years in the profession

Advanced prep: None

4:15 PM - 5:00 PM

General Session

CFO2004. What to Expect in this Election Year and Issues Impacting the Profession
Field(s) of Study: Specialized Knowledge
Knowledge Level: Overview | CPE: 1

Speaker: Diana Deem, CPA, CGMA, Director, Congressional and Political Affairs, American Institute of CPAs


The 2020 elections are upon us. While the Presidential election is front and center in the news media, Congressional election outcomes also significantly impact the ever-fluctuating agenda in Washington. What might we expect in terms of party majorities and their agendas in the House and Senate? Will Democrats hold the House? Will Republicans hold the Senate?

Learning objectives:

  • Identify which seats are up for election and the potential outcomes
  • Assess the implications of the election on business, tax, trade, and other issues of importance to business
  • Evaluate the potential impact of these issues with respect to advocacy efforts on behalf of the profession

Prerequisite: 1-2 years in the profession

Advanced prep: None

5:10 PM - 6:00 PM

General Session

CFO2005. Work, Laugh, Repeat: How Technology Contributes to a Funnier World
Field(s) of Study: Personal Development
Knowledge Level: Intermediate | CPE: 1

Speaker: Greg Schwem, President, Comedy With a Byte, Inc.


In a hilarious, multi-media intensive presentation, renowned business humorist and Chicago Tribune humor columnist Greg Schwem will make attendees howl with laughter as he explores the complex relationship between technology and the changing role of humor in the workplace.

Learning objectives:

  • Workplace humor is in a very precarious position. Employees want to laugh at work but are often afraid to, fearful of how their laughter might be interpreted. Learn how to find "the funny" and be encouraged to share it, as opposed to being afraid of it.
  • Learn and ultimately realize, how stifling laughter in the workplace can also stifle creativity and productivity

Prerequisite: 1-2 years in the profession

Advanced prep: None

6:00 PM - 7:00 PM

Networking Reception and Exhibits

THURSDAY, April 23
6:30 AM - 5:00 PM

Registration Open

6:30 AM - 8:00 AM

Continental Breakfast and Exhibits

7:00 AM - 7:50 AM

Early Riser

CFO20201. Thriving in the Age of Change
Field(s) of Study: Management Services
Knowledge Level: Basic | CPE: 1

Speaker: Michael Shultz, Director, Finance Transformation , Trion, BlackLine


A shift is taking place within organizations. Companies are turning to finance tools to increase efficiency and improve accuracy. This approach unleashes accountants to be more proactive, focus on complex and judgmental areas, and drive business decisions. The accounting team's value expands beyond manual tasks and repetitive checklists to proactive analytics and earning a seat at the table.

Learning objectives:

  • Leverage leading practices to gain a better utilized, more efficient organization that focuses on risk management, compliance, and data analytics
  • Rapidly transform the way Accounting and Finance work to reduce less rewarding tasks and engage top talent
  • Understand the power of automation and how it provides the foundation for future growth

Prerequisite: 1-2 years in the profession

Advanced prep: None

CFO20202. Finance: Planning for What's Next
Field(s) of Study: Finance
Knowledge Level: Advanced | CPE: 1

Speaker: Kerman Lau, MBA, VP of Finance, Adaptive Insights, a Workday Company


In today's business climate, agility is everything. Companies that can respond to change in real time win big and have a true competitive advantage. And finance holds the key to business agility with modern planning processes that speed better decision making. Using a combination of scenario planning and insights from combining operational and performance data, leading CFOs and their teams are able to explore options, visualize the impact of their decisions, and optimize performance, regardless of what the future may hold. As important, building a modern finance team that can leverage emerging machine learning and intelligent planning technologies is key for today's CFOs and finance leaders.

This session will explore the critical changes that finance leaders must make to deliver the business agility today's organization's need--or risk being left behind. Join us to learn how leading brands are transforming the FP&A process and how they're planning for what's next.

Learning objectives:

  • Discover how to create a culture of agility within your finance team—including reskilling and hiring
  • Learn how to transform your FP&A process to a continuous planning process that drives real-time business insights, so you can successfully plan for what's next
  • Get a view into new ML technologies that will elevate the role of "what if" scenarios to both make and operationalize decisions faster, translating into a significant competitive advantag
  • Why you need to plan if you want to gain an advantage on competitors

Prerequisite: 6-10+ years in the profession

Advanced prep: None

7:55 AM - 8:00 AM

Welcome Back

8:00 AM - 9:15 AM

General Session

CFO2006. Economic Update
Field(s) of Study:
Economics
Knowledge Level: Intermediate | CPE: 1.5

Speaker: James Glassman, PhD, Managing Director & Head Economist, Commercial Bank, JPMorgan Chase & Co.

Join this session for an update on the state of the economy, challenges, and discussion of what's ahead.

Learning objectives:

  • Discuss key economic issues for 2020
  • Assess the likelihood of a sustained expansion
  • Gain understanding of interest rate outlook

Prerequisite: 3-5 years in the profession

Advanced prep: None

9:20 AM - 10:35 AM

Conference Keynote

CFO2007. 24 Hours Inside the President’s Bunker 9/11/01 - The White House
Field(s) of Study: TBD
Knowledge Level: TBD | CPE: 1.5

Speaker: Robert Darling, President and CEO, Turning Point Crisis Management-USA


Lt. Col. Darling will share the principles of crisis leadership and decision making with an edge of your seat presentation that will take you from the moment the September 11 attack was realized, to the courageous decisions made to stop it, to the safeguards and policies our country now has in-place in an attempt to prevent it from ever happening again.

Learning objectives:

  • To inspire all leaders to take the necessary steps within their power to protect and safeguard their employees, their organizations, and their communities

Prerequisite: TBD

Advanced prep: None

10:35 AM - 11:00 AM

Refreshment Break and Exhibits

11;00 AM - 12:15 PM

Concurrent Sessions (Select One)

CFO2008. Accounting Update
Field(s) of Study: Accounting
Knowledge Level: Update | CPE: 1.5

Speaker: Steve Austin, CPA, MBA, Swenson Advisors, LLP


The Accounting update will focus on recently issued FASB pronouncements including lessons learned on Topic 606 (revenue recognition) and Topic 842 (lease accounting including its delayed effective date for certain entities), Presentation of Financial Statements for Not-for-Profit Entities (ASU 2016-14), and Topic 815 Derivative and Hedging updates and FASB goodwill impairment model changes.

Learning objectives:

  • Understanding and applying new accounting standards with the benefits of lessons learned
  • Obtaining the most recent guidance from the FASB and SEC on new applying and disclosure

Prerequisite: 1-2 years in the profession

Advanced prep: None

CFO2009. Self Funding: How to Take Control - Is it Right for Your Business?
Field(s) of Study: Finance
Knowledge Level: Intermediate | CPE: 1.5

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


Risk tolerance is not "a one size fits all" when it applies to self-funding your health plan. In this session you will learn about the opportunities self-funding can offer, essential contract elements, what is the next step after self funding, and how to use self-funding as leverage in a fully insured environment. This session will be valuable to those considering or already self-funded.

Learning objectives:

  • What cost containment levers can you pull in a self-funded environment?
  • Where is the market today? What are the benchmarks? How is the RX landscape impacitng the self-funded plan sponsors?
  • How to build a stop loss contract with eseential elements to reduce exposure?
  • Whare the options after self-insurance?

Prerequisite: 3-5 years in the profession

Advanced prep: None

12:15 PM - 1:15 PM

Networking Lunch

1:15 PM - 2:05 PM

Concurrent Sessions (Select One)

CFO2010. Tax Legislative and Policy Update
Field(s) of Study: Taxes
Knowledge Level: Overview | CPE: 1

Speaker: Gina McLeod, JD, LLM, Principal, Deloitte Tax LLP


With the enactment of the Tax Cuts and Jobs Act of 2017, companies have seen significant changes in federal and state law. This session will highlight some of those changes while also discussing what could be on the horizon as a result of the 2020 elections.

Learning objectives:

  • Get an overview of some of the issues impacting companies after the TCJA
  • Discussion of the potential impact of the 2020 elections on the federal tax landscape
  • High level review of state conformity principles

Prerequisite: 1-2 years in the profession

Advanced prep: None

CFO2011. Understanding AI and How to Prosper in that World
Field(s) of Study: Information Technology
Knowledge Level: Intermediate | CPE: 1

Speakers: Kim Curley, Director, NTT DATA Services;
Michael Goodman, VP - Data and Technology Senior Practice Lead, NTT DATA Services


This session will give attendees an overview of machine learning and artificial intelligence. It will cover challenges and risks organizations must address on their adoption journey as well as some methods for addressing those challenges.

Learning objectives:

  • Gain an understanding of AI and machine learning
  • Understand challenges and risks associated with using AI models
  • Learn some approaches for addressing AI model risk

Prerequisite: 3-5 years in the profession

Advanced prep: None

2:10 PM - 3:00 PM

Concurrent Sessions (Select One)

CFO2012. Latest Threats in the Cybersecurity Landscape & Risk Management Strategies
Field(s) of Study:
Specialized Knowledge
Knowledge Level: Basic | CPE: 1

Speaker: Steven Ursillo, CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH and CCSFP, Partner | National Leader Information Assurance and Cybersecurity, Cherry Bekaert


As new Cyber Security threats continue to emerge, the ongoing challenges around proper risk mitigation remain a dynamic obstacle for both organizational leadership and individual users. Understanding and anticipating both technical and non-technical threats are key to managing the risks associated with a breach of confidential data. This session will cover the latest Cyber Security threat landscape and the risks and challenges that professionals faces in collecting, storing, processing and safeguarding sensitive information. Topics will include InfoSec governance, current Cyber Security threats/risks/mitigation, cloud/vendor risk management, incident response and cyber liability insurance. The session will also include strategies for personally protecting your digital information.

Learning objectives:

  • Engage in a collaborative discussion to increase awareness around cyber security risks and threats
  • Discover cybersecurity risk mitigation tactics
  • Understand senior management and board responsibilities pertaining to information security governance and incident response
  • Discuss other technology trends and related security considerations

Prerequisite: 1-2 years in the profession

Advanced prep: None

CFO2013. Maximizing Your Effectiveness as a Financial Thought Leader
Field(s) of Study: Business Management & Organization
Knowledge Level: Intermediate | CPE: 1

Speaker:
Paul Leroue, COCPA, Partner, Wipfli LLP


Many times the CFO position is regulated to being the steward of the numbers and the forecaster of the financial future when in fact great CFO's are vital to an organization's success. In this session, we will outline strategies to broaden the impact of the CFO role maximizing your effectiveness as a financial thought leader and integrating you more into the core goals of the business.

Learning objectives:

  • Learn how to make a greater impact in your role
  • Strengthen the perception of the CFO role
  • Integrate the role more effectively into the organization's core business strategies

Prerequisite: 3-5 years in the profession

Advanced prep: None

3:00 PM - 3:45 PM

Refreshment Break and Exhibits

3:45 PM - 4:35 PM

Concurrent Sessions (Select One)

CFO2014. Unplanned Succession Planning - Lay the Foundation for Success!
Field(s) of Study: Personnel/Human Resources
Knowledge Level: Intermediate | CPE: 1

Speakers:
Brenda Morris, CGMA, CPA, MBA, Partner, CSuite Financial;
Joselin Martin, CPA, CCIFP, CGMA, Owner/CEO, True North CFO, LLC;
Rod Bench, Principal, Pillar International Insurance Advisors


Preparing for the unexpected. Or in most cases, preparing for what is expected. Either way, leadership change is inevitable. And how you plan for it determines its impact on you and your organization. Organizations face constant pressure to build a strong, effective, and sustainable leadership pipeline. Like most strategic planning, this is easier said than done. When it comes to the succession planning process, many organizations are challenged to ensure their succession strategy is flexible enough to meet the needs of the organization and their employees. An adequate succession plan prevents organizations from taking a reactive approach vacancy. Instead, it proactively prepares a smooth transition plan to ensure leadership changes do not interrupt major business initiatives. The planning process and the resulting plan also deliver other benefits, including: Motivating employees by creating growth opportunities; Identifying skill gaps and talent development needs; Adapting the organization to demographic and talent changes;Transitioning highly specialized skills into key roles; and Preserving institutional knowledge.

Learning objectives:

  • Learn how to build strong leadership pipelines to mitigate departure risks
  • When departures happen, discover how to have the structure in place to create positive results

Prerequisite: 3-5 years in the profession

Advanced prep: None

CFO2015. Cannabis in the Workplace
Field(s) of Study: Business Law
Knowledge Level: Intermediate | CPE: 1

Speaker: Todd Wulffson, J.D., Orange County Office Managing Partner, Carothers DiSante & Freudenberger LLP


Are you a bit unsure on how to handle cannabis in the workplace? Although cannabis is legal in some states, it is not legal under federal law. What should employers do to protect themselves and to ensure compliance with state and federal laws? Find the answer to this question, and many more, during this practical presentation that will include an overview of the state and federal laws for recreational and medical marijuana use in the workplace.

Learning objectives:

  • Leave this presentation with an understanding of what is required by law for compliance in order to avoid potential legal pitfalls
  • Understand the employer’s duty to accommodate medical marijuana use in the workplace, drug testing and workplace policies

Prerequisite: 3-5 years in the profession

Advanced prep: None

4:45 PM - 6:00 PM

General Session

CFO2016. Inspector Gadget
Field(s) of Study: Information Technology
Knowledge Level: Update | CPE: 1.5

Speaker: David Cieslak, CPA, CITP, CGMA, GSEC, EVP, Chief Cloud Officer, RKL eSolutions, LLC


Gadgets and gizmos are an integral part of our digital lives, ever transforming the way we work, play and live. From cloud computing, blockchain, mobile and AI-enabled apps running on 5G, 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 this all new presentation on 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
  • Prioritize technology initiatives based on greatest impact

Prerequisite: 1-2 years in the profession

Advanced prep: None

6:00 PM - 7:00 PM

Networking Reception and Exhibits

FRIDAY, April 24
6:30 AM - 12:30 PM

Registration Open

6:30 AM - 8:00 AM

Continental Breakfast and Exhibits

7:00 AM - 7:50 AM

Early Riser

CFO20203. The Search for Top Talent: What the C-Suite Needs to Know
Field(s) of Study: Personnel/Human Resources
Knowledge Level: Intermediate | CPE: 1

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


Compensation and Benefits are changing due to a multi-generational work force. What is important to baby boomers clearly varies to what Millennials and Gen X are seeking. The presentation will address these observations, provide insights, and benchmarking on programs that are gaining traction in order to retain and hire valuable talent. Total rewards is not just benefits anymore.

  • Todays Benefit Landscape: Discover what's driving market change right now
  • The age of the multi-generational work force: Recognize what employers need to think about with 5 generations at play
  • Considerations employers should evaluate
  • Understand why leave of absence matters and how benefit design can help attract top talent
  • Realize the impact of new and changing legislation on employer costs

Prerequisite: 3-5 years in the profession

Advanced prep: None

CFO20204. Finance 3.0: Beyond Data-Driven
Field(s) of Study: TBD
Knowledge Level: TBD | CPE: 1
Speakers: Rich Reimer, VP, Industry Marketing, Sage Intacct, Inc.

From big data and artificial intelligence (AI) 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.

  • Discover the technologies and skills you need to move to a digital, data-driven world
  • Discuss how to graduate from Finance 1.0 and thrive in Finance 2.0
  • Learn how to “Twitterize” your reporting and analytics
  • Recognize when you should automate and when you shouldn’t
  • Realize how AI and machine learning enables Finance 3.0

Prerequisite: None

Advanced prep: None

8:00 AM - 8:50 AM

Conference Keynote

CFO2017. Transformational Leadership
Field(s) of Study:
Specialized Knowledge
Knowledge Level: Intermediate | CPE: 1

Speaker: Paul Leroue, COCPA, Partner, Wipfli LLP


Today leading has become increasingly difficult with a multi-generational workforce and pressures on the profession. In this session we will explore how to transform your leadership style ensuring greater alignment with those you lead either directly or indirectly. You will leave this session with several personal leadership strategies you can employ immediately.

Learning objectives:

  • Understand new strategies on leadership and how to be successful moving forward
  • Employ a new leadership philosophy to your everyday leadership style
  • Make an immediate impact in your organization as a transformational leader

Prerequisite: 3-5 years in the profession

Advanced prep: None

8:55 AM - 9:45 AM

Concurrent Sessions

CFO2018. Better Planning and Greater Accountability by Moving Beyond Budgets
Field(s) of Study: Business Management & Organization
Knowledge Level: Intermediate | CPE: 1

Speaker: Steve Player, CPA, CGMA, Director, Live Future Ready


Today's fast changing world requires CFOs to drive better planning and greater accountability. Doing so requires moving beyond traditional budgeting tools that are no longer fit for purpose. This session shows how leading edge CFOs are using new faster, more effective approaches to overcome these challenges to achieve better results.

Learning objectives:

  • Examine why traditional budgeting practices lead to suboptimization and "an envinerating exercise in minimization"
  • Explore what new approaches are being used to actually achieve better planning and greater accountability
  • See how companies like Holt CAT, Velux and LT Apparel have moved beyond budgets to live future ready

Prerequisite: 3-5 years in the profession

Advanced prep: None

CFO2019. The More Connected We Are, The Better We Become
Field(s) of Study: Business Management & Organization
Knowledge Level: Overview | CPE: 1

Speaker: Aravind Kailas, PhD, Advanced Technology Policy Director, Volvo Group North America


Connectivity provides opportunities to improve and transform the way we do business. For the Volvo Group, connectivity is all about driving prosperity through transport solutions today and in the future. We believe that it will help customers to become even more successful, and, looking further into the future, connectivity is an enabler for automated vehicles and it supports electro mobility solutions.

Learning objectives:

  • Get informed about some advanced technologies such as connectivity
  • Understand some of the applications of connectivity
  • Gain an appreciation for a holistic mindset to commercialize advanced technologies
  • Get informed about some advanced technologies such as connectivity developments and see what it could mean for your business and your customers

Prerequisite: 1-2 years in the profession

Advanced prep: None

9:45 AM - 10:15 AM

Refreshment Break and Exhibits

10:15 AM - 11:30 AM

General Session

CFO2020. Diversity in the C-Suite and the Boardroom
Field(s) of Study: Specialized Knowledge
Knowledge Level: Overview | CPE: 1.5

Speakers:
Kimberly Ellison-Taylor, CPA, CGMA, Past Chairman of the Association of International CPA's and the American Institute of CPA's, Oracle;
Brenda Morris, CGMA, CPA, MBA, Partner, CSuite Financial;
Steve Gandara, Co-Founder & Managing Director,Excellent Cultures;
Jennifer Pohlhaus, Chief Operating Officer, Ripple Effect


This panel discussion will focus on why the diversity of gender, race, culture and generation are critical to a well-balanced leadership team.

Learning objectives:

  • Identify the various forms of diversity and the intrinsic value they bring to organizational dynamics
  • Recognize the value of diversity within organizational leadership
  • Understand where diversity in the C-Suite intersects with organizational performance

Prerequisite: 1-2 years in the profession

Advanced prep: None

11:35 AM - 12:25 PM

General Session

CFO2021. When Good Leaders Lose Their Way
Field(s) of Study: Behavioral Ethics
Knowledge Level: Intermediate | CPE: 1

Speaker: Mark Whitacre, PhD, COO, Cypress Systems, Inc


Mark Whitacre's presentation has a strong emphasis on corporate culture, ethics and compliance. This topic is an important personal and business ethics lesson about "doing the right thing" and the need to focus on the "long term." His presentation is extremely entertaining as he actively engages his audience about how he wore a wire for the FBI everyday traveling the globe for three years in one of the largest white-collar crime cases in U.S. history. But, his story is also about hope, family commitment, redemption and second chances, and a wonderful example of a family overcoming extreme adversity, against all odds.

Learning objectives:

  • Learn the warning signs of a flawed corporate culture
  • Discover how fraud (embezzlement) and price fixing were both concealed for several years and what the company could have done to expose and possibly prevent the fraud much earlier
  • Understand U.S. laws that have recently changed in terms of whistleblower protection

Prerequisite: 3-5 years in the profession

Advanced prep: None

12:15 PM

Main Conference Concludes

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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.

Does your organization qualify for group registration?

If 10 or more individuals register for a single conference (or fewer people attend multiple conferences to total 10 or more registrations), you qualify for our group conference program. Benefits include:

  • Significant savings
  • Invoicing before or after event
  • Guidance through the registration process

Please reach out to the person in your firm that coordinates conference registrations to ensure you qualify for the best group discount. If you don’t have a firm contact or don’t know who that is, you can get more information or register your group by contacting conference group sales at: groupconference@aicpa-cima.com.

If you would like to register 2-9 individuals for a conference or to learn more about group registrations, please contact the AICPA group sales team at groupconference@aicpa-cima.com or 800.634.6780, Option 2.

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

Accessibility

The Association of International Certified Professional Accountants (Association) is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services.  The Association is committed to making professional learning accessible to all.  This commitment is maintained in accordance with applicable law.  For additional information, please refer to the Association’s Website Accessibility Policy.

If this symbol is displayed under Delivery Type on the product page, this product offers closed captioning.

For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

On-Site/Flex Pass 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.

Resolution of Disputes

Transactions at this site are covered by binding arbitration. Any controversy or claim arising out of or relating to the use of this Web site that cannot be settled to your satisfaction by our member satisfaction team shall be settled by arbitration in New York, New York. Such disputes will be administered by the American Arbitration Association (https://www.adr.org/), 335 Madison Avenue, 10th floor, New York, New York 10017-4605, (800) 778-7879, in accordance with its Arbitration Rules, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

Should you feel that there has been a breach to the integrity or security of this site, please contact the service center immediately at 888.777.7077.

Ratings and reviews
PRICING SUMMARY
Early bird saving through 03/10
AICPA CFO Conference: Flex Pass (Flex Pass)
$1,495.00–$1,895.00
$1,995.00
AICPA CFO Conference (In person)
$1,295.00–$1,695.00
$1,795.00
AICPA CFO Online Conference (Online Conference)
$1,295.00–$1,695.00
$1,795.00
AICPA CFO Online Conference: 9 Pack (Online Conference: 9 Pack)
$775.00–$1,175.00
$1,275.00
CREDIT INFO
CPE credits
Conference
: 21.5,
Online Conference
: 21.5,
Workshop
: 4.0
NASBA Field of Study
NONE
Level
Intermediate
Prerequisites
None
ADVANCE PREPARATION
None
Delivery Method
On-site: Group Live
Online: Group Internet Based

Location & Accommodations

Location:

4000 Coronado Bay Road
Coronado, CA 92118

Hotel phone:


1630 Glorietta Blvd
Coronado, CA 92118

Phone:

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