CFO and Controller Conference (VIRTUAL)
Thursday, Apr. 23
10:00am - 5:00pm
Online
6.50 Credits
Member Price $400.00
Non-Member Price $500.00
Overview
Important: This is a VIRTUAL program and is being offered in partnership with the Greater Washington Society of CPAs
Join us as we partner with the Greater Washington Society of CPAs for this premier conference, where financial leaders from all industries converge to explore the latest trends, share insights, and foster strategic collaboration. Our conference is tailored to meet the unique needs of CFOs, Controllers and other financial management professionals, offering a comprehensive program that addresses key challenges and opportunities in the financial landscape.
By attending this conference, you will enhance your knowledge, expand your network, and stay at the forefront of industry trends. You will hear from experts, leaders and peers for the latest and greatest information on topics of importance for CFOs, Controllers. We expect 100-150 attendees for this event.
Group discounts available for 3 or more - please inquire.
Please note that the Class Pass does not apply to this program.
Notice
By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
Thursday, April 23
General Session
- Welcome and Announcements
This session is available to registrants only.
General Session
- Driving Impact Through Process While Seeking Your Ideal Culture
Speakers: Marcie Bomberg Montoya, Partner, Wipfli
Brett Polglaze, Partner, Wipfli
Organizations thrive on vision and values, yet leaders often find themselves consumed by operational challenges instead of focusing on strategic priorities. How can we create space for leadership to strengthen culture and vision while still improving efficiency?
This presentation demonstrates how well-defined processes empower organizational leaders to step away from day-to-day firefighting and concentrate on what truly matters—building culture, fostering innovation, and advancing strategic goals. We’ll explore practical strategies for integrating proven process improvement frameworks—such as Lean and Continuous Improvement—into professional environments in a way that honors organizational identity and values.
Credits: 1 - Business Management and Organization
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- Hot Topics Panel
Speaker: Reginald Brewington Jr., CFO, Common Cause
Details coming soon
Credits: 0.5 - Business Management and Organization
Credits: 0.5 - Management Services
Credits: 0.5 - Personal Development
This session is available to registrants only.
General Session
- Lunch
This session is available to registrants only.
General Session
- Practical AI for Finance Leaders: Real-World Use Cases and Implementation Workshop
Speaker: Andy Newnham, Director of Transformation, CliftonLarsonAllen
Many AI talks focus on technology buzz, not on the finance workflows where real value lives. In this session, I will show concrete, finance-specific AI applications that we’ve successfully deployed: from profitability and value-added revenue analysis and AP automation to lease accounting and learning interventions. Attendees will see how these tools reduced manual effort, improved accuracy, and enabled better decision support. The session will include real examples, measured outcomes, and a hands-on workshop/lab segment so participants leave not just inspired but ready to build their own solutions.
Attendees will learn to:
• Spot and prioritize high-value finance processes ripe for AI or automation.
• Apply AI (LLMs, agents, copilots) to specific areas of workflows, and where not to.
• Evaluate ROI in finance operations using productivity, profit, performance, and people metrics.
• Design and implement AI-enabled workflows safely, with proper governance, data controls, and audit readiness
Credits: 1 - Information Technology
This session is available to registrants only.
General Session
- Telling Your Financial Story: Communicating Trust, Impact, and Foresight Through Financial Reporting
Speakers: Carolyn Mollen, CFO, The Sherman Fairchild Foundation
Lee Klumpp, National Assurance Technical Principal, BDO
Financial statements do more than report past performance—they tell an organization’s story of stewardship, stability, and strategic vision.
This one-hour session teaches organizational leaders how to transform GAAP-compliant statements into compelling, strategy-aligned narratives that communicate trust, clarity, and foresight.
Participants will learn frameworks, language techniques, and examples that connect data to meaning, engaging boards, creditors, and other stakeholders.
Learning objectives:
- Explain how financial reporting is both an art and a science.
- Identify where and how financial statements can illustrate strategic direction and financial health.
- Apply the Financial Story Arc and Strategy Bridge frameworks to link data to outcomes.
- Tailor tone and presentation for boards, creditors, stakeholders, and staff.
- Develop actionable next steps to improve transparency and storytelling in their own organizations.
Credits: 1 - Accounting
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- Compensation and Benefits Tax Strategies
Session info coming soon
Credits: 1 - Taxes
This session is available to registrants only.
General Session
- You're a New CFO - What Steps Do You Take to Understand Your Organization and It's Risks
Speakers: Kathy O'Connor, Nonprofit Consulting Leader, Partner, Aprio
Anjula Singh, CFO & COO, Sound Exchange Inc
Bruce Friedman, EVP, CFO, United Way Worldwide
Bianca Domally, Chief Financial Officer, NAACP
Whether you are new to the CFO position or just a new CFO to an organization, it is critical that you quickly understand how your new organization operates and the risks it faces. Please join our panel of top-notch CFOs as they walk through how they approached learning about their new organization and the steps they took in their first year to ensure they were prepared to lead as well as identify and respond to critical risks.
Attendees will get on opportunity to learn from these impressive Chief Financial Officers in different industries about how they approached their new role.
Credits: 0.5 - Business Management and Organization
Credits: 0.5 - Management Services
This session is available to registrants only.
Non-Member Price $500.00
Member Price $400.00