Sessions For November 19

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