VIRTUAL CONFERENCE

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.

LEARNING OBJECTIVES:

  • 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

REGISTRATION INFORMATION:

Cost: $695
This event will run 8:45-4:55p (Pacific Time) each day.

REGISTER NOW »

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 [email protected]


Agenda: DAY 1
8:4510:00FP&A Best Practices
FP&A Core Functions
Business Partnering
Strategic Planning
Budgeting/Forecasting
Reporting
Profitability Analysis
Systems
Digital Transformation
Ad-Hoc Projects

10:0010:15Break
10:1511:35GenAI
How companies are best using this revolutionary technology
Use Cases in Accounting & Finance
11:3511:40Break
11:4012:55Best Practices in treasury
Structuring a solid system in times of volatility
Creating value in the cash management function
Achieving maximum cash visibility
12:551:40Lunch Break
1:403:00Third Party Risk Management
Why is TRRM important?
Governance and operating models
Leading practices and hot topics
3:003:15Break
3:154:50Risk Mindset in Uncertain Times
Recent Trends
Cases and Examples
Tips and Best Practices
Agenda: DAY 2
8:4510:05Tax Considerations
More efficient methods for improving cash flow
Managing effective tax rates
Mitigating past non-compliance
OBBBA
10:0510:20Break
10:2011:20CFO Survey Results
Strategic growth and digital transformations
Enhanced forecasting
Operational efficiency
Key trends and takeaways
11:2011:35Break
11:3512:50Attracting and Retaining Accounting & Finance Talent
Outside-in: changing dynamics
Nature of work: navigating fluidity
Impact of GenAI on talent
12:501:20Lunch Break
1:202:50Cybersecurity 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
2:503:00Break
3:004:30The Intelligent Close
Conference series speakers include:
Spencer Bethmann, KPMG
Managing Director
Glenn Snyder, Riveron
Senior Director - Interim Management
Ezi Chioke, Deloitte
Manager, Treasury Technology and Transformation
Kristina Mango, Deloitte
Senior Manager
Vibhor Chandra, Deloitte
Partner
Peter Bradford, KPMG
Global Leader - Fraud
Jonathan Goldblatt, Kroll
Managing Director
Jon Medina, Protiviti
Managing Director
Dan Hansen, Protiviti
Managing Director
Matt Lepley, Connor Group
Partner
Sandra Tullis, Cronos Group
Global Head of Treasury
Julius Hart, PwC
Senior Manager
David Nadell, Kroll
Director
Frank Deluccia, Kroll
Director
Shaun James, RSMManager, Accounting Methods and Periods
Dongchen Xu, FTI Consulting
Senior Director, Office of the CFO Solutions
Jonathan Shertok, Ernst & Young
EY Helix Global Product Leader