Best practices in accounting result in better overall functionality of your organization. This conference will cover a number of key areas where you’ll be challenged to increase your level of efficiency. Speakers are experts from the Big Four and niche financial consulting companies. You will earn 16 CPEs.


  • Understand the latest accounting best practices in key areas
  • Recognize what your peers are doing to improve their information reporting
  • Evaluate cutting edge topics and tools and determine if they fit your organization


Cost: $695
This event will run approximately 8:45-4:40p (Pacific Time) each day.


Register any one of three ways:
1. Register online using a credit card and click the orange button
2. Register by phone at (610) 789-3110 
3. Email your contact info to be invoiced to

Agenda: DAY 1
8:4510:00Best Practices in Budgeting and Forecasting
Accounting considerations
Where companies are running into problems
Automation opportunities
Examples and Cases
10:1011:25Best Practices in Hedging
LIBOR Replacements
Hedge-able risk, documentation, effectiveness testing
11:3012:30Tax Methods: Best Practices
Legislative overview
Maximize cash flow, manage effective tax rates and optimize cash flow
12:301:00Lunch Break
1:002:10Cybersecurity Trends
Social media risk landscape
Malware, brand hijacking, lack of control over content
Customer service dissatisfaction, record retention & employee posts
Crisis management, bloggers disclosures, data leakage protection
Tips and Best Practices
2:203:35Automation in Accounting & Finance
• Effective financial processes should focus on achieving the following outcomes; High Data Accuracy & Availability, Frictionless Customer & Employee Experience, Minimal Human Involvement, Seamless Billing & Revenue Recognition, Strong Controls & Compliance, Flexible to Support Business Changes, Ability to Scale for Rapid Growth
• Companies that commit to automating their financial processes immediately see three benefits; eliminate manual tasks & improve data accuracy, automate processes & connect end-to-ed workflows, generate enriched data sets for advanced reporting & analytic capabilities
• Automation maturity is a continuum & can range from point-to-point integrations & file exchanges to a highly advanced, predicative level where most advanced automations focus on self-learnt decisions and prescriptive actions
3:455:00Finance Transformation: Modernizing Finance
Best in class organizations are prioritizing investments in digital, data and workforce
Focus on developing skills and competencies to enable more strategic business partners
Better decision making and insights is a top desired outcome
Survey Insights
Agenda: DAY 2
8:459:50Attracting and Retaining Accounting & Finance Talent
Perks vs. Vulture
Attracting candidates
Virtual interviews
Retaining staff
Training and development
Culture vs. Subcultures
Developing people managers
Connecting with your team
10:0011:00Fraud Risk Management
Recent trends
Prioritize fraud risk and determine risks that warrant attention
Install controls to mitigate fraud risks
Share leading practices with business functions
11:1512:30Lease Accounting
Where companies are running into issues
Accounting for lease modifications
1:152:35Cash Management: Best Practices
Structuring a solid system in times of volatility
Creating value in the cash management function
Achieving maximum cash visibility
2:454:15M&A Best Practices
Value drives decisions and results
Strategy and planning, evaluating opportunities, negotiating and closing transactions, execution and integration
Industry standards for valuation models
Valuation of intangibles
Conference series speakers include:
Dwayne Prosko, KPMG
Managing Director
Vibhor Chandra, Deloitte
Senior Manager - Accounting & Advisory Services
Sean Swiatek, CFGI
Director - Business Transformation
Brad Nemeth, KPMG
Director, Forensic
Peter Bradford, KPMG
Global Leader - Fraud
Russell Hoffman, PwC
Director, Treasury Consulting
Michael Cheng, Frazier and Deeter
Helen Kane, Hedge Trackers LLC
Risk and Fellow
Jamie Tolles, ZeroFox
Former Senior Manager at Ernst & Young
Krisi Rossi O'Donnell, LaSalle Network
Chief Recruiting Strategist
Lauren Bowe, Connor Group
Partner, Financial OPerations
Eric Swinderman, CFGI
Managing Director
Whitney Schaefer, RSM
Tax Manager
Blair Craske, CFGI
Director Strategic Finance and Analytics
J. Alan Goddard, Connor Group