Sessions For All Days

7:00AM-8:00AM

18

Monday
8:00AM-12:00PM

CMF19101. Cost Accounting

Instructor: Eric Hessler, Bill Walter, Matt Wood
Track: Manufacturing Conference
Knowledge Level: Advanced
Field of Study: Accounting
CPE Credits: 4.5
Prerequisite: 4 years previous experience in cost accounting or pricing strategies role

Cost accounting identifies the essential data for manufacturing managers to measure and evaluate performance through planning and controlling costs, costing products and services, and providing information to customers. This session will cover the basic concepts and strategies associate with various types of costs and costing systems. This session will also focus on the concepts and theories of pricing strategies and the impact and alignment with cost accounting. Attendees will be provided with insight into trends, challenges and opportunities as these decisions lead to financial accounting and taxation implications. The session will cover the following key elements:

• Types of costs and their impact on cost accounting practices
• Cost based pricing versus market based pricing
• Pricing strategies and their obstacles
• Tax impact of cost accounting practices
Learning Objectives:

  • This session will cover the basic concepts and strategies associate with various types of costs and costing systems.
  • This session will also focus on the concepts and theories of pricing strategies and the impact and alignment with cost accounting.
  • Attendees will be provided with insight into trends, challenges and opportunities as these decisions lead to financial accounting and taxation implications.
  • Tax impact of cost accounting practices

18

Monday
8:00AM-12:00PM

CMF19102. Cyber-Security and Privacy: Taking Control of Your Digital Life

Instructor: Jon Engstrom
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Basic
Field of Study: Information Technology
CPE Credits: 4.5

We live in a time where malicious actors are attempting to steal our information on a daily basis We know that more and more often hackers and criminals are targeting individual employee’s personal information in order to compromise sensitive organizational data. Most hackers can access personal online accounts with only one attempt.
This workshop focuses on looking at the threats to our privacy and security and then defending against the most common attacks against both our organizations and our own personal data. This workshop will cover basic and more advanced best practices for reducing our risk and improving the security of your digital footprint. We will build a foundation of actionable measures to fend off these attacks.
Learning Objectives:

  • Understand how to properly create and store passwords, generate proper online security questions
  • Recognize how to secure home and work computers from online threats and apply better overall defensive behavior in regards to technology.
  • Identify ways to stop the intrusion into our smart devices and the “Internet of Things”.

18

Monday
8:00AM-12:00PM

CMF19103. Modern Excel & Power BI: Microsoft’s Revolutionary Tools for Analysis & Reporting

Instructor: Rob Collie
Track: FPA Conference
Knowledge Level: Basic
Field of Study: Computer Software & Applications
CPE Credits: 4.5

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.

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

  • 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

12:00PM-1:00PM

1:00PM-1:10PM

18

Monday
1:10PM-2:25PM

CMF1901. The Future of Work: Preparing to Shape and Lead Tomorrow’s Workforce

Instructor: Richard Hummers
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Overview
Field of Study: Business Management & Organization
CPE Credits: 1.5

We live and work in a world where customer demands are increasing, technology is enabling and disrupting business, and talent trends continue to change how today’s workforce operates. It is critical to have the right capabilities to serve our customers, by reimagining how we work across our organizations, in order to maintain competitive advantage. As CPAs and leaders, we will lead our organizations into the future. What will the company of the future look like? What skills do our employees have today, and what are the skills future employees will need? The Future of Work is a journey without an end and will require continuous improvement and transformation. Richard Hummers, SVP, Head of Global Enterprise Services and co-lead of the Future of Work initiative at Prudential Financial, will share his experiences and perspectives on this highly relevant topic as this year’s keynote speaker for the conference.
Learning Objectives:

  • Attendees will obtain insights into talent, technology and the Future of Work, including:Investing in talent and career mobility through learning and re-skilling
  • Transforming the way we use technology, data and automation
  • Achieving significant efficiencies in our organizations

2:25pm-2:35PM

18

Monday
2:35PM-3:50PM

CMF1902. Protecting Your Organization from Cyber-Crime

Instructor: Jon Engstrom
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Basic
Field of Study: Information Technology
CPE Credits: 1.5

Does the risk of being hacked keep you up at night? Cyber breaches have become a daily occurrence. What is at risk in your organization? Personally identifiable information (PII) of customers? Intellectual capital? Financial assets? Health records? What do you need to do to keep your organization’s data secure?
This session focuses on recent trends of online fraud, computer intrusion, and methods that suspects use to steal valuable data from your company. Live examples of how hackers commit their crimes 'hacking' into information will surprise the audience. The presentation includes the details of what every employee must do to protect company assets.
Learning Objectives:

  • Recognize how password hacking, email phishing, telephone attacks, social engineering, and online devices are an emerging threat against every business
  • Understand detailed solutions on how to stop the threats
  • Formulate a plan for employees to easily modify a few key online habits that will help protect your organization from the next attack

18

Monday
4:20PM-5:35PM

CMF1903. Machine Learning/AI

Instructor: Chris Ortega, Sharease Cole
Track: Controller Conference, FPA Conference
Knowledge Level: Intermediate
Field of Study: Information Technology
CPE Credits: 1.5
Prerequisite: Basic understanding of what artificial intelligence and machine learning.

During this session, we will explore AI and ML solutions existing in accounting and finance. As well as, discuss how AI and machine learning will impact people, process and performance strategies. You will also gain a better understanding whether your team and organization are ready for AI and ML.
Learning Objectives:

  • Review existing uses cases around the application of AI & ML technologies in accounting & finance teams.
  • Deep understanding on how AI & ML will impact people, processes and technology adoption & readiness for accounting & finance teams.
  • What is the future of AI & ML application for high performance & partnership accounting & finance teams?

18

Monday
4:20PM-5:35PM

CMF1904. E-Commerce - Doing Business on the Web

Instructor: John Ghiorso
Track: Manufacturing Conference
Knowledge Level: Overview
Field of Study: Specialized Knowledge
CPE Credits: 1.5

With about 50% of the e-commerce market share in the U.S., Amazon is an important sales channel and marketplace to understand. This session will include an overview of the different ways to sell on Amazon, the keys to succeeding on Amazon, and how advertising can improve sales momentum.
Learning Objectives:

  • Identify the different ways to sell on Amazon
  • Recognize the keys to succeeding on Amazon
  • Demonstrate how advertising on Amazon can improve overall sales momentum

18

Monday
4:20PM-5:35PM

CMF1905. Optimizing Inventory in the Omnichannel World

Instructor: Ken Koenemann
Track: Manufacturing Conference
Knowledge Level: Intermediate
Field of Study: Business Management & Organization
CPE Credits: 1.5
Prerequisite: Basic Understanding of Topic

Today's global economy and multi-channel buyer environments are challenging the order management and inventory management processes of most companies. The belief that one approach or methodology can be applied across the entire business is no longer true. Learn how to identify the various channels or value streams you have within your business. Most likely there are 4~6 channels that required different strategies for managing orders, inventory and pricing.
Learning Objectives:

  • What are the keys to successful inventory optimization in the omnichaennel world
  • How to use segmentation to optimize inventory

18

Monday
4:20PM-5:35PM

CMF1906. Cost Accounting for Non-Cost Accountants

Instructor: Eric Hessler, Bill Walter, Matt Wood
Track: Controller Conference, FPA Conference
Knowledge Level: Intermediate
Field of Study: Business Management & Organization
CPE Credits: 1.5
Prerequisite: Basic understanding of financial statement concepts

Cost accounting is a critical function and a key operational component for today’s successful producers and manufacturers. This session will cover basic cost accounting concepts and practices, theories of pricing, and the ways in which cost accounting can be used as a performance measure. In addition, attendees will learn how cost accounting interacts with financial accounting and income taxation concepts.
Learning Objectives:

  • Learn about the basic concepts and strategies associated cost accounting
  • Understand theories and practical applications of pricing strategies
  • Gain valuable knowledge surround the financial and tax accounting implications of cost accounting

19

Tuesday
7:00AM-7:50AM

CMF19201. New SASB Standards: Financially Material Sustainability Disclosures

Instructor: Dan Goelzer
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Intermediate
Field of Study: Specialized Knowledge
CPE Credits: 1.0
Prerequisite: Basic knowledge of sustainability accounting

In November 2018 the Sustainability Accounting Standards Board (SASB) published a complete set of 77 globally applicable, industry-specific standards which identify the minimal set of financially material sustainability topics and their associated metrics for the typical company in an industry. These standards are designed to be cost-effective for companies to implement and decision-useful to both companies and investors.
This session will cover the Conceptual Framework and Rules of Procedure followed by SASB staff and Standards Board to develop these standards. It will also highlight the resources created for users, including the SASB Materiality Map®, the SASB Engagement Guide, the SASB Navigator online research platform, and the new SASB Implementation Guide for Companies
Learning Objectives:

  • Understand the process followed by SASB staff and Standards Board to develop these standards.
  • Identify how to determine the sustainability-related issues most likely to affect long-term risks and value creation for your company.
  • Assess the management and disclosure of those issues and consider how your organization can use the SASB standards to inform and enhance engagement with stakeholders.

19

Tuesday
7:00AM-7:50AM

CMF19202. Thriving in the Age of Change

Instructor: Michael Shultz
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Overview
Field of Study: Management Services
CPE Credits: 1.0

A progressive shift is taking place within organizations. Visionary companies are turning to finance automation tools to increase efficiency, improve accuracy, and decrease risk. This new approach unleashes accountants to be more proactive, focus on complex and judgmental areas, and drive strategic business decisions.

This is what the future of accounting looks like: processes are automated, data is connected, and the role of the accountant is elevated. The accounting team’s value expands beyond manual tasks and repetitive checklists to proactive analytics and earning a seat at the (decision-making) table. And now, empowered teams are achieving an accelerated and more accurate close faster than ever before.
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

19

Tuesday
7:00AM-7:50AM

CMF19203. What’s new for Financial Controllers in Excel

Instructor: Chris Gross
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Update
Field of Study: Computer Software & Applications
CPE Credits: 1.0
Prerequisite: n/a

For our Finance users, we discuss a breadth of new Excel features that capitalize on Artificial Intelligence, Business Intelligence and modern spreadsheeting: Power Query enhances self-service business intelligence (BI) for Excel with an intuitive and consistent experience for discovering, combining, and refining data across a wide variety of sources. Intelligent cloud-backed Office365 features such as Stocks and Geography data types open up Excel to recognize more than text and numbers and Ideas in Excel helps you identify interesting trends and patterns in your data, providing charts with formatting and titles as well as accelerating data analysis and understanding. Dynamic arrays revolutionize the modern spreadsheeting experience. With a set of new charts and our one-click forecasting feature, we’ve added more capabilities to reduce the work to get the desired visualizations or analysis.
Learning Objectives:

  • Learn more about new functionality you can leverage for your analysis in Microsoft Excel.
  • Continue to master your knowledge and expertise in Excel.

19

Tuesday
8:00AM-9:15AM

CMF1907. Economic Update

Instructor: William Strauss
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Overview
Field of Study: Economics
CPE Credits: 1.5

We are in the eleventh year of the economic expansion (the longest in U.S. history) following the “Great Recession” of 2008 and 2009. During the economic downturn the economy experienced outsized losses in the housing, manufacturing and jobs. Yet, the recovery and expansion has been restrained, although it has picked-up steam over the past two years. While unemployment rates are very low, strong wage gains remains elusive. Inflation has only recently reached the Federal Reserve's target after being well below it for several years and the Fed has been backing away from its very accommodative policy. Mr. Strauss will look at the performance of the overall macro economy with specific attention paid to key economic sectors and indicators for the U.S. economy over the next several years.
Learning Objectives:

  • What determines economic growth
  • What are the risks to the Economic Outlook

9:15AM-9:25AM

19

Tuesday
9:25AM-10:40AM

CMF1908. Maximizing your effectiveness as a financial thought leader

Instructor: Paul Leroue
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Intermediate
Field of Study: Business Management & Organization
CPE Credits: 1.5
Prerequisite: Basic knowledge of cost savings ideas

One of the major roles that manufacturing accountants play is to identify cost savings activities and present those to the COO, VP of Manufacturing or the plant manager.
Often times these ideas are met with skepticism "What does the bean counter know about manufacturing?"
Yet the people most familiar with the costs and the cost structures are the manufacturing accountants.
Learning Objectives:

  • The discussion will focus on the skills to present and convince the manufacturing personnel that the cost savings ideas deserve consideration such that the manufacturing accountant can become a true "partner" with the manufacturing departments.

19

Tuesday
9:25AM-10:40AM

CMF1909. FASB & SEC Update

Instructor: Ashleigh Pierce
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Intermediate
Field of Study: Accounting
CPE Credits: 1.5
Prerequisite: Basic understanding of SEC requirements

This session will cover hot topics related to FASB standards, proposals and projects, including recently issued guidance and implementation challenges facing many companies today. Additionally, this session will provide insights into the SEC's most recent areas of focus, including comment letter and enforcement trends.
Learning Objectives:

  • Obtain knowledge of current and coming FASB standards.
  • Obtain knowledge of hot topics related to SEC trends and other financial reporting matters.

19

Tuesday
11:10AM-12:25PM

CMF1910. Fraud Prevention - A CFO's Perspective

Instructor: Kristine Lemanski, Steve Menaker
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Overview
Field of Study: Accounting
CPE Credits: 1.5

Fraud Prevention is a challenge for small businesses. Learn how one CFO addresses these challenges and built a system of internal controls after a fraud occurred.
Learning Objectives:

  • To understand some options for fraud prevention in small business
  • to learn some common small-business fraud schemes
  • to create a list of changes to be made at your organization

19

Tuesday
11:10AM-12:25PM

CMF1911. Data Analytics and Data Visualization for Improved Business Decision Making

Instructor: Tim Deskin
Track: Manufacturing Conference
Knowledge Level: Overview
Field of Study: Computer Software & Applications
CPE Credits: 1.5

Many of today’s risk and/or audit groups struggle with creating an integrated, efficient approach to collecting, analyzing and visualizing enterprise data in order to maximize the value that audit needs to deliver. This session will provide insight into using data analytics and data visualization to help auditors increase their ability to better understand an organization’s risk profile and enhance audit efficiency and effectiveness.
Learning Objectives:

  • Attendees will learn:•How to define business intelligence and data visualization•Numerous best practices for data preparation and data governance•How to better use data analytics and data visualization to accomplish multiple business objectives
  • •How to enhance audit effectiveness through the use of data analytics and visualization•How to start the process of incorporating data analytics into the audit function•The future of data analytics and data visualization

12:25PM-1:25PM

19

Tuesday
1:25PM-2:40PM

CMF1912. Digital Transformation - Robotics (RPA)

Instructor: Steve Palomino, Greg Fritsky, Jen Reilly
Track: Controller Conference, Manufacturing Conference
Knowledge Level: Overview
Field of Study: Business Management & Organization
CPE Credits: 1.5

Listen to a discussion regarding digital transformation and how the transformation was executed; From Excel to cloud, to robotic process automation.
Learning Objectives:

  • Session attendees will learn about transformation challenges and what steps can be taken to ensure success in transformation.
  • The attendee will also understand what to consider regarding return on investment.

19

Tuesday
1:25PM-2:40PM

CMF1913. Do I have What it Takes to Succeed in Today's Environment?

Instructor: Jack Alexander
Track: Controller Conference, FPA Conference
Knowledge Level: Advanced
Field of Study: Personal Development
CPE Credits: 1.5
Prerequisite: Extensive experience in financial or accounting management

The expectations of Corporate Finance professionals have skyrocketed in recent years. While technical competence remains important, it now simply represents the price of admission. More important factors that enable or limit success include becoming a trusted business partner, a focus on acquiring and developing talent, an expanded perspective, personal effectiveness, the ability to communicate and deliver insights and the agility to pivot based on never ending changes in the business environment. Based on a 4o year career, this former CFO and current advisor, shares his perspective of critical success factors in Corporate Finance.
Learning Objectives:

  • Recognize the competencies and behaviors that are critical to success and advancement.
  • Learn how to assess how you measure up and take steps to improve on these competencies and behaviors.

19

Tuesday
3:10PM-4:00PM

CMF1914. Digital Readiness & Talent Development

Instructor: Chris Argent
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Overview
Field of Study: Business Management & Organization
CPE Credits: 1.0

How finance leadership and their teams can benefit from a new set of skills and digital talent to advance digital transformation of their accounting and finance functions.
Learning Objectives:

  • You will learn how start Digital Finance Empowerment projects in your company.
  • You will learn how to set tailored strategy, people and process transformation projects in accounting and finance.
  • You will learn the importance of leadership oversight and assure when implementing Digital ways of working and new technology.

19

Tuesday
3:10PM-4:00PM

CMF1915. Driving Global Supply Chain Effieiciencies in todays Hyperconnected World

Instructor: Ken Koenemann
Track: Manufacturing Conference
Knowledge Level: Intermediate
Field of Study: Business Management & Organization
CPE Credits: 1.0
Prerequisite: Basic Understanding of Topic

With today's geo-polictical and geo-economic challenges, supply chain agility and efficiencies are becoming more important to conducting successful business. Supply chain efficiency is no longer just about capture the lowest cost per unit, it has expanded into broader terms around total landed costs, flexiblity and speed. In this session learn how to define efficiency and different levers to pull to drive supply chain efficiencies in the future.
Learning Objectives:

  • What is global supply chain efficiency?
  • What are current challenges to supply chain effiicency
  • What techniques and tools are available to you to drive efficiency improvements

19

Tuesday
3:10PM-4:00PM

CMF1916. Finding the Right KPI's for Your Business

Instructor: Danielle Cheek, Matthew Goldston
Track: Controller Conference, FPA Conference
Knowledge Level: Intermediate
Field of Study: Business Management & Organization
CPE Credits: 1.0
Prerequisite: Basic knowledge of performance management measures

This session will cover various options on how to design KPIs for your organization and understand the unintended consequences of various KPIs.
Learning Objectives:

  • What are design paradigms for KPIs
  • What options there are for tracking KPIs
  • How to ensure that you are not motivating the wrong behavior.

19

Tuesday
3:10PM-4:00PM

CMF1917. Organizational change, including collaboration with Business Partners

Instructor: Jen Reilly
Track: Controller Conference, FPA Conference
Knowledge Level: Intermediate
Field of Study: Personal Development
CPE Credits: 1.0
Prerequisite: Basic knowledge of organizational change management

We are living in unprecedented times in terms of consumer demands and the velocity of change that technology is driving. Now more than ever, finance leaders have to embrace and help drive significant change to ensure our organizations remain relevant. I will share my playbooks for driving transformational change and developing effective relationships with key business partners to achieve desired strategies.
Learning Objectives:

  • Step by step playbook for driving transformational change
  • Step by step playbook for developing and maintaining relationships with key business partners and influencers

4:00PM-4:10PM

19

Tuesday
4:10PM-5:25PM

CMF1918. Growing Pains of Finance Professionals & Stories from Start Ups

Instructor: Mario Perez
Track: Controller Conference, FPA Conference
Knowledge Level: Overview
Field of Study: Finance
CPE Credits: 1.5

This session will discuss the role accounting & finance plays in start up and scaling organizations by providing example of pain points and growth areas.
Learning Objectives:

  • During the session we will review pain points for accounting & finance teams in start up and scaling businesses
  • Learn how to navigate and thrive in a fast pace, high growth and high partnership businesses for finance professionals.
  • And, share example and situations where accounting & finance had to step outside of traditional role & responsibilities

19

Tuesday
4:10PM-5:25PM

CMF1919. Trade, Tariffs, & Taxes

Instructor: Lou Longo
Track: Manufacturing Conference
Knowledge Level: Advanced
Field of Study: Taxes
CPE Credits: 1.5
Prerequisite: Basic knowledge of international trade issues

What do you do during a time of trade turmoil? An update on cross border trade and tariffs with practical approaches to how to respond. This session will include examples of how to be flexible and nimble as trade matters and global business changes impact your strategy.
Learning Objectives:

  • Where should you be producing and selling product?
  • What are other countries and competitors doing?
  • What are the best practices for remaining profitable and in control of your future when outside influences like tariffs impact your business.

19

Tuesday
4:10PM-5:25PM

CMF1920. CFO Chat - Partnering with the CFO

Instructor: Andy Giesler, Chris Argent
Track: Controller Conference, FPA Conference
Knowledge Level: Overview
Field of Study: Finance
CPE Credits: 1.5

How does the CFO help drive business partnership? What role does technology play? What are some top skills CFO's are looking for in their teams? This session explores these and other questions
Learning Objectives:

  • Understanding role CFO plays in business partnership
  • Identifying top skills and must haves
  • Creating action based reporting to help the organization advance, rather than the accounting group being solely a scoreboard.

19

Tuesday
4:10PM-5:25PM

CMF1921. Lease Implementation (ASC 842)

Instructor: Steve Wasko
Track: Controller Conference, FPA Conference
Knowledge Level: Intermediate
Field of Study: Accounting
CPE Credits: 1.5
Prerequisite: Basic understanding of lease accounting requirements.

The session will focus on an overview of the technical accounting requirements for the new leasing standard, practical implementation considerations, and hot topics for 'day 2" accounting post implementation.
Learning Objectives:

  • Gain an understanding of the key technical accounting requirements of ASC 842
  • Gain an understanding of the relevant transition requirements for ASC 842, including practical implementation considerations

20

Wednesday
7:00AM-7:50AM

CMF19204. Our Nation's Financial Crisis

Instructor: Jack Alexander
Track: Controller Conference, FPA Conference
Knowledge Level: Intermediate
Field of Study: Economics
CPE Credits: 1.0
Prerequisite: Basic Understanding of General Economic Principles

Alarmed by reports that the US Deficit is approaching $1.0 trillion and the debt has exceeded $22.0 trillion? How significant is this and what are the future implications on taxes, interest rates and the economy? This analysis is approached from the perspective of a CFO/FP&A professional, identifying root causes, understanding the dynamics and future-outlook, and framing the magnitude of potential impact and required solutions.
Learning Objectives:

  • Gain an understanding of the current debt and deficit
  • Understand the root causes of the current situation
  • Understand the significance and potential impact of this crisis
  • Understand the range of potential solutions and outcomes

20

Wednesday
7:00AM-7:50AM

CMF19205. Best Practices for the Modern, Strategic Controller

Instructor: Sid Sitaram
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Overview
Field of Study: Specialized Knowledge
CPE Credits: 1.0

Today’s controllers do more than compile packages of reports—they interpret the data and contribute to decision-making. Learn best practices that top controllers have employed to cut out spreadsheets, streamline the close, automate reporting and become a strategic partner to the business.
Learning Objectives:

  • Best practices to accelerate the close and provide better insights to stakeholders for decision making
  • Automation use cases (accelerating close and reporting)

20

Wednesday
7:00AM-7:50AM

CMF19206. The Evolution of Accounting and Finance to Add Value, TODAY

Instructor: Nigel Franklyn
Track: Controller Conference, FPA Conference
Knowledge Level: Intermediate
Field of Study: Accounting
CPE Credits: 1.0
Prerequisite: Basic understanding of SOX control framework

Globally, technology is disrupting the way business is done. As business models and strategies evolve how the accounting and finance function adds value will be redefined. The speed of change, the complexity and volatility of businesses stretch the current competencies of our profession. Where we not focus primarily on the compliance aspects of our reporting, the need to provide insightful information to assist in management’s “agile” decision making. This session is designed to engage the speaker and participants in a dialog about the changing mandate of the accounting and finance in this “digital age” and leverages the presenter’s global experience to improve organization effectiveness through the key lenses of people processes and systems, TODAY.
Learning Objectives:

  • Highlight how technology is changing business landscape
  • Explore the evolving accounting and finance mandate
  • Discuss practical examples of the discussion themes into action

20

Wednesday
7:00AM-7:50AM

CMF19207. Lease Accounting 2020

Instructor: Len Neuhaus
Track: FPA Conference, Controller Conference, Manufacturing Conference
Knowledge Level: Overview
Field of Study: Accounting
CPE Credits: 1.0

Lease Accounting will be the biggest project of the year in 2020 for the finance organizations at many private companies as they race to comply with the upcoming deadlines for ASC 842. Fortunately, there are many lessons that can be learned from the real-world experiences of public companies who adopted in 2019. In this session, the lease accounting project lead from a Fortune 500 company will share the top challenges, best practices, and key success factors with adoption. Topics will include:

  • Defining a project strategy
  • Abstracting lease data
  • Selecting new systems
  • Updating processes, policies, and controls
  • Creating a center of excellence

Learning Objectives:

  • Lessons learned from the public company implementations of ASC842
  • Learn about lease lifecycle management and planning

7:50AM-7:55AM

20

Wednesday
8:00AM-9:15AM

CMF1922. Selecting and Implementing the Right Technologies

Instructor: Glen Parrillo
Track: Controller Conference
Knowledge Level: Overview
Field of Study: Information Technology
CPE Credits: 1.5

This session will describe the process flow and issues around selecting the right technologies for your business, with specific focus on the finance and accounting functions.
Learning Objectives:

  • Will provide an understanding of how the selection process will affect your decision.
  • A description of how to incorporate a needs analysis with appropriate stakeholders
  • A discussion of how those stakeholder decisions will affect your business
  • What is needed to conduct a true cost-benefit analysis

20

Wednesday
8:00AM-9:15AM

CMF1923. Defining and Developing Best in Class Logistics Metrics

Instructor: Steve Gadaleta
Track: Manufacturing Conference
Knowledge Level: Intermediate
Field of Study: Business Management & Organization
CPE Credits: 1.5
Prerequisite: Basic knowledge of logistic

This session will focus on key metrics that will provide visibility into logistics and provide management with information needed to optimize logistics.
Learning Objectives:

  • Provide metrics and KPIs that can be used to track logistics and
  • How to develop benchmarks and improve your logistics metrics.

20

Wednesday
8:00AM-9:15AM

CMF1924. Accelerating the Close

Instructor: Jason Young
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Intermediate
Field of Study: Accounting
CPE Credits: 1.5
Prerequisite: Basic understanding of financial close process

Do you barely close one month before the next month end close is upon you? Does your close take 5, 10 or even more days? Learn how to change your company's month end cycle so that you can close in three, two or even one day!
Learning Objectives:

  • Gain an understanding of how Lean Principals and Lean Accounting can drastically improve your month end close.
  • Revisit the accounting cycle to understand how to do more sooner and gain more control, accuracy and completeness in your period end processes.

20

Wednesday
8:00AM-9:15AM

CMF1925. Managing Health Care Plans - Innovations and Impact of ProActive Plan Management on Financials

Instructor: Eric Bassett
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Intermediate
Field of Study: Personnel/Human Resources
CPE Credits: 1.5
Prerequisite: Basic Understanding of Topic

Health plan cost increases continue to outpace other economic indicators. For most manufacturers health plan cost is the third largest cost item after raw materials and payroll. Health plans contribute to productivity of your workforce as well as supporting attraction and retention of key talent. This session will provide a view of what large and small manufacturers are doing in the US to manage health care plan cost and maintain a competitive employee benefit. The discussion will be supported by detailed manufacturing survey data outlining health plan cost, plan features, strategic initiatives, and management techniques including case studies.
Learning Objectives:

  • Understand key cost drivers of employer sponsored health plans
  • Learn the strategies and tactics consistently used by employers to manage plan cost
  • What innovations are coming in plan management and how might they impact cost, plan participants and productivity

9:15AM-9:25AM

20

Wednesday
9:25AM-10:40AM

CMF1926. Scenario Analysis in Forecasts, Plans and Capital Investment Decisions

Instructor: Jack Alexander
Track: Controller Conference, FPA Conference
Knowledge Level: Intermediate
Field of Study: Finance
CPE Credits: 1.5
Prerequisite: Basic Understanding of Budgeting and Planning Concepts

Scenario Planning and Analysis is a vital tool in the Corporate Finance toolkit. The pace of change and the level of uncertainty have obsoleted single-point projections. Beyond framing potential outcomes, scenario analysis enables the organization to be prepared for potential events or outcomes that require a course correction. This session presents the basics and best practices in applying scenario analysis, including the objectives of scenario analysis, identifying alternative scenarios, evaluating and presenting scenarios, monitoring critical assumptions and identifying triggers requiring action.
Learning Objectives:

  • Understand the need for scenario analysis in todays' environment
  • Understand how scenario analysis should be a critical element of all plans, projections and investments
  • Learn how to create and evaluate scenarios.
  • Learn how to monitor critical assumptions and drivers

20

Wednesday
9:25AM-10:40AM

CMF1927. ERP: How to Succeed and Create Lasting Value

Instructor: Bob Green
Track: Controller Conference, Manufacturing Conference
Knowledge Level: Intermediate
Field of Study: Finance
CPE Credits: 1.5
Prerequisite: Basic understanding of ERP system requirements

Face it. Digital Transformation is not easy. With proper strategy and leadership, ERP projects can, and do, succeed. ERP is just one of many Digital Transformation initiatives that businesses undertake. Unfortunately, these 3 letters bring concern and risk due to the frequent failures in these projects – as well as the trail of dysfunction left behind from poorly executed projects. Our session leader, Bob Green, leads a team of objective, product-agnostic Digital Transformation professionals at SingerLewak’s Business Informatics practice. They work in this space to help ensure proper project strategy and execution from all players involved – as well as to remediate implementations that have gone awry. In this session, Bob will share interactively actual recommendations and practices that you, as the financial leader, can deploy and govern in your organization to make Digital Transformation (ERP, and otherwise) a successful experience.
Learning Objectives:

  • Define what Digital Transformation is, and where ERP (and FPA, CRM, and others) fit in this paradigm
  • Explore scenarios that give rise to require businesses to upgrade their ERP and other software
  • Learn the key success factors to ERP and other Digital Transformation projects – and how you can tackle them. Time permitting, we’ll investigate several of these in “how to” discussions.Take away: a self-assessment to determine your business’ readiness for tackling an ERP or other Digital Transformation project.

20

Wednesday
9:25AM-10:40AM

CMF1928. M&A Integration

Instructor: Mike Leclerc, Nicole Markowski
Track: Controller Conference, Manufacturing Conference
Knowledge Level: Intermediate
Field of Study: Business Management & Organization
CPE Credits: 1.5
Prerequisite: Basic knowledge of M&A transactions

M&A Integration- "Day one...now what?" A session on M&A integration from one company to another.
Learning Objectives:

  • Remove mystery of M&A integration process and deep dive into the due diligence process and the execution of the integration as a whole.

20

Wednesday
9:25AM-10:40AM

CMF1929. How Power BI Made Disparate Systems “Play Nice” with Each Other

Instructor: Rob Collie
Track: FPA Conference
Knowledge Level: Basic
Field of Study: Computer Software & Applications
CPE Credits: 1.5

Running an internet startup and pioneering new methodologies for an entrenched industry is hard work. PowerPivotPro’s operational complexities mirror those of much-larger firms: a historical hodge-podge of on-premises, cloud, and home-grown systems, each managing a crucial component of the overall business.
In such a siloed environment, even fundamental questions like “what will cash flow look like in three months,” “when should we hire more staff,” and “are we on pace to hit the budget” can be a nightmare. Sound familiar?
But now imagine having crystal-clear vision across ALL of that, from the “10,000 foot view” all the way down to individual transactions (when needed). Furthermore, imagine a laser-precise forecast which automatically refines itself every single day. And last but not least, imagine having all of this without a seven-figure spend, and without waiting a year or more?
In this session, see how our leadership team “practiced what we preach” on our own business to make this a reality – as a side project. We’ll even demonstrate our fully-functional suite of dashboards (with obfuscated financials), so bring your cell phone cameras! Along the way we hope to inspire you to mirror our results for your own business.
Learning Objectives:

  • 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

20

Wednesday
11:10AM-12:00PM

CMF1930. Transformational Leadership

Instructor: Paul Leroue
Track: Controller Conference, FPA Conference, Manufacturing Conference
Knowledge Level: Intermediate
Field of Study: Specialized Knowledge
CPE Credits: 1.0
Prerequisite: Basic knowledge of organizational change management

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