Management Conference (VIRTUAL)

Presented by: Brian Maturi

Do we really understand why we, and our companies, make the decisions? We may believe that we make decisions only after acquiring all the facts, carefully considering all the alternatives and logically choosing the best option. However, Nobel prize-winner in Economics Daniel Kahneman and his longtime collaborator Amos Tversky have proven in numerous experiments and studies that we make most decisions by intuition and not analysis. We will examine Kahneman and Tversky’s groundbreaking work and its implications on us, our companies and the accounting profession.

This session is available to registrants only.

Speaker info coming soon

Keeping pace with the latest Financial Accounting Standards Board (FASB) updates is essential for CPAs working in business and industry. Join us for a session tailored specifically to address the recent changes, interpretations, and implementations issued by FASB. This session will talk about how to navigate evolving accounting standards and ensure compliance within their organizations.

This session is available to registrants only.

Presented by: John Higgins

If you are a Microsoft Outlook user, chances are you are overlooking some of the many time saving features available to streamline the processing of your email messages. This session will provide a review and demonstration of key features of Outlook that will help you compose, process and organize your email messages with greater efficiency.

This session is available to registrants only.

Presented by: John Higgins

 Bitcoin, the original cryptocurrency, was released in 2009. Fifteen years later, the cryptocurrency market consists of over 5,000 unique coins/tokens with a market capitalization of over 1.5 trillion as of 2024. This presentation will provide an update on the cryptocurrency market and the blockchain technology that supports it.

This session is available to registrants only.

Presented by: Brian Maturi

Do you struggle to keep budgets current in the face of an ever-changing business climate? Do you recognize that last year’s actual spending can be far from what a department’s spending should be? Twenty-first century performance metrics reduce work, reduce politics, provide flexibility and substantially improve the performance management process. This valuable session will show you how to drive organizational performance using these powerful techniques.

This session is available to registrants only.

Speaker info coming soon

In today's dynamic economic landscape, staying abreast of the latest tax regulations, changes, and strategies is paramount for maintaining compliance and maximizing opportunities for your organization. This session will delve into recent updates, key considerations, and practical tips tailored specifically to the needs of CPAs serving in corporate environments.

This session is available to registrants only.

Presented by: Brian Maturi

Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity? What are the key considerations and the advantages of each? What is the cost of capital? What are the ‘hidden’ balance sheet risks? We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you.

This session is available to registrants only.

Presented by: Stacy Johnston

Session description coming soon

This session is available to registrants only.

Presented by: John Higgins

If your organization uses Microsoft 365, chances are that you are underutilizing your monthly subscription investment. The session will provide a lightning round review and demonstration of the many different apps available in the Office 365 ecosystem to maximize your ROI.

This session is available to registrants only.

Presented by: Brian Maturi

 Many financial managers wage a constant struggle to keep their projections current and keep their operating managers engaged and focused on their budgets. This session will show you how to use performance metrics to reduce forecasting work and improve financial control and manager engagement in their department’s numbers.

This session is available to registrants only.

Presented by: John Higgins

This presentation will provide a primer on ChatGPT and generative AI technology and its potential impact on business. The concepts of generative AI will be explained, along with the nomenclature. A discussion and demonstration of practical applications for ChatGPT in accounting, finance and tax will be provided to show you how you can put this powerful tool to work in your organization now.

This session is available to registrants only.

Presented by: Stacy Johnston

Session description coming soon

This session is available to registrants only.

Presented by: Richard Karwic

What is the most common management mistake? Why is it so damaging and prevalent? Learn how managers mis-manage the most important assets in the business – our employees. More importantly, what we can we do to get the most out of our people and correct the single most common mistake made in business. The performance review process is broken, and we will discuss how to correct it.

This session is available to registrants only.

Presented by: Mike Gregory

We will define collaboration engaging the audience in a high energy interactive session on this topic. Mike will be using elements from three of his books in today’s presentation, The Collaboration Effect, Peaceful Resolutions, and The Servant Manager. Brain science will be applied to enlighten participants on the steps necessary in order to explore and enhance opportunities to provide for better client outcomes. Participants will get one of the tools they need so that they can apply this technique immediately at work and in life and other helpful information.

This session is available to registrants only.

Presented by: Boz Bostrom

Boz Bostrom will lead participants through a discussion on key aspects of networking. There will be discussion on why networking is important, how to network at meetings and events, and how to network in everyday life and through social media.

This session is available to registrants only.

Presented by: Jim Lindell

The Strategic Outlook 2024 is designed to equip you with the insights and tools to not only foresee but shape the emerging landscape. You'll dive into the forces reshaping the economic, business, social, political, and technological domains, discovering how to align your organization's vision with these dynamic shifts. This is your opportunity to transform from a "Maintainer" into a "Visionary," leading with innovation rather than merely responding to changes.

This session will highlight the expanding scope of the Controller and CFO roles, emphasizing the transition towards a more integrated accounting and technological savvy professional. You'll explore essential functions that are becoming critical to success, such as Efficiency Expert, Financial Analyst, Technology Expert, and Futurist. The future demands financial leaders who are not just proactive and insightful but also strategic and adaptable.

This session is available to registrants only.

Presented by: Mike Gregory

 In this session we will define partnership and collaboration focusing on ways to foster and improve business partnership collaboration internally and externally. Identifying 15 traits to improve business partnerships, three will be focused on to help you develop better partnerships within the firm, external to the firm, and outside of work for better partnership outcomes. Participants will leave with two handouts on delegation and with a participant’s summary as a reference to bring key points home. Mike will also share two bonus items and a tool so that participants can apply techniques learned today immediately at work and in life.

This session is available to registrants only.

Presented by: Richard Karwic

Does it seem like you spend far too much time recruiting? Do your people leave just as they become productive? If you think your turnover is because Millennials are different from earlier generations, you probably are not looking at the real source of your problem. Learn the changes you should make now!

This session is available to registrants only.

Presented by: Richard Karwic

In a world of too much constantly changing information, the challenge for financial professionals is how to provide the right amount of information at the right time and in the right way. How can we create truly innovative finance departments? Learn a few simple steps you can take now to create a 21st century finance department, which will add true value to your company.

This session is available to registrants only.

Presented by: Mike Gregory

Mike introduces The Collaboration Effect ®, shares insights as a servant manager and brings home key concepts related to leadership. A more in depth analysis based on current research associated with virtual leadership is presented to assist you with addressing the challenges and how to apply the key characteristics of effective virtual leadership. Additional insights are provided to provide you with tools you need to be successful. It’s not about me. It’s all about we. But it begins with me and my attitude. Mike will be using current research in this area and elements from three of his books in today’s presentation, The Collaboration Effect, Peaceful Resolutions, and The Servant Manager.

This session is available to registrants only.

Presented by: Jim Lindell

Dive into the realm of "The Art of Financial Storytelling," a presentation designed to unveil the power of narrative in the accounting domain. Explore the mastery of constructing a compelling story in financial reports, employing metaphors and analogies to demystify complex accounting concepts, and the art of grabbing attention from the onset, all while fostering a culture of independent interpretation among your audience. Delve deeper as we unearth the stories lying within data, balancing qualitative and quantitative facets, ensuring ethical storytelling, and leveraging visualizations to enhance comprehension.

Through illustrative case studies and enhanced presentation skills, this program not only illuminates key financial ratios and real-world examples but also fine-tunes your delivery with visual aids, voice modulation, and non-verbal cues. Learn to transcend traditional accounting lingo and enhance listener understanding.

This session is available to registrants only.

Presented by: Jim Lindell

The Story is in your Data!  You just need to access it and interpret it.  The role of the accountant will continue to morph at a rapid pace.  The progression from bookkeeper to accountant to Controller/CFO has changed due to Data Analytics, Business Intelligence and Artificial Intelligence.  Accountants will be more valued by what information they can derive and interpret to improve the organization instead of transaction aggregation and reporting.  This course will highlight how Data Analytics, Predictive Analytics, Business Intelligence and Generative AI will become essential components of the accountant's responsibilities.

This session is available to registrants only.

Presented by: Richard Karwic

The average CFO’s tenure is about three years, while the tenure for other financial positions may not be much better. One cause may be our responsibility to deliver BAD news. Sadly, sometimes the messenger gets shot. How can some people deliver the bad news and actually strengthen their position, while others find themselves without a job?

Many financial professionals believe that, “I just need to know the numbers really well to keep my job.” Every day proves this fallacy wrong. How you say it - is often more important than what you say. This session will teach you proven techniques to deliver bad news so that you actually strengthen your relationship with your CEO, Board, bank and management team.

This session is available to registrants only.

Presented by: Mike Gregory

Mike introduces The Collaboration Effect ® and categorizes the skills you need to excel in a negotiation. A more detailed look at soft, hard, and principled negotiators, with over 14 characteristics, illustrates how each approaches a negotiation. Building off this information, six models are presented with real-world stories of success to demonstrate why you should consider elements of these different models in a given negotiation. A negotiation preparation checklist handout is presented to help you with any important negotiation. A pocket guide on The Collaboration Effect based on neuroscience is offered as take aways you can apply to promote collaboration with others going forward. References include contemporary research Peaceful Resolutions, and The Servant Manager

This session is available to registrants only.