Business & Industry Connect - 2021
- Envisioning the way forward
Business processes,
global markets, information exchanges, and higher education are all undergoing
radical transformations. The accounting profession, broadly defined, is not
immune to the forces behind these changes, and it is being challenged to adopt new
technologies, practices, and frameworks to strengthen its role as a foundation
to our prosperous society.
The theme for Business
& Industry Connect 2021-2022 CPE Conference, is to set the stage to share
new and forward-looking information and leading practices in the pursuit of
excellence. As Accounting Professionals are increasingly becoming trusted
advisors, and an integral part of an organization, they are compelled to
broaden their arsenal of skills.
This CPE conference
will prepare the accounting professionals to embrace and learn new
technologies, and implement new tools and techniques to effectively respond to
shifting business and risk landscapes. The goal is to equip the profession with
the resources it needs to stay current with the latest developments and
advancements and scale new heights in bringing significant value to businesses
around the world.
And, of course, now
that we’ve been disrupted by COVID-19 for over a year, new practices about the
future of business will be shared. This CPE conference will cover a myriad of
topics including an economic overview, 2021 technology updates, cybersecurity,
the new emerging workplace, leadership skills, effective virtual communication,
improving productivity, leading virtual teams, staying motivated in challenging
times, building better work/life balance, and more!
The speakers in the conference
will offer fresh ideas, constructive collaboration, hands-on learning, deep
dives into complex topics, and a look ahead at what’s coming next for the
industry!
myCPE Business &
Industry Connect 2021-2022 Conference is designed to meet the diverse demands
of your job—with specific updates in business and economic trends, technology,
A&A, tax, fraud, and personal development. It’s specifically developed to
give you key knowledge to take back to your organization.
You will experience transformative changes through:
- Data-driven research and financial insights
- Accounting best practices shared by experts
- Business and management intelligence applied to real-world situations
- Tech innovation to reshape the way you and your organization operate
So, if you're an individual looking to take charge of your career, or a manager wanting to upskill your team, This CPE event will give you a timely boost to shift your thinking. Don't miss this opportunity to hear priceless insights from industry thought leaders, helping you to you set and achieve your goals and to lead the way in your own sphere.
Continuing Education Credits
The sessions of the conference qualifies for
- 25 General Credit for all Accountant
- 5 CPD Credit for all CPA (CA)
- 5 CPE Credit for all CMA
- 4 CPE Credit of Business Management and Organization for CPA (US)
- 1 CPE Credit of Finance for CPA (US)
- 5 CE Credit for all CFIRS
- 5 CE Credit for all CWS
- 1 PL Credit for all CFA
Recommended for
- The Business & Industry Connect 2021-2022 Conference is designed to support CPAs and financial professionals seeking to address the trends and solutions to position their organizations for future success.
- Accounting and auditing professionals who need to be aware of emerging developments and information.
Manish Gupta
Date
Dec 2nd, 2021
Time
10:00 AM – 11:00 AM
6 Key Focus of CFO's 2022 and Beyond
The role of the CFO has changed drastically
over the past decade.
Over the
last year, the pandemic created a veil of economic uncertainty for many
businesses. While the CEO often sits in the “visionary driver’s seat”, CFOs are
increasingly asked to support innovative strategy.
For CFOs accustomed to traditional methods of
leading in their role, this new shift may take some re-imagination.
When
planning for 2022 and beyond, there are areas that CFOs should consider
incorporating into their financial and overall business strategies including: employee
digital skill training like AI and machine learning; diversity and inclusion to
empower employees; rebuilding financial structures; and more.
Today’s
financial leaders’ remit has broadened, and their profiles have evolved from
“number crunchers” into multi-tasking strategic stewards of the CEO’s vision,
who simultaneously steer profitability and productivity.
Business
environments are getting more competitive, and companies are upping their technology and management abilities to perform more
efficiently.
Join the speaker of this CPE session by Manish
Gupta to
understand what key role CFOs can and would be playing in years to come to help
the company steer in such competitive environments.
Learning Objectives
- To discuss key priorities in front of CFOs to focus on in the coming years.
- To analyze best practices around to tackle such priorities.
- To investigate how to use technology to perform more efficiently.
- To inspect key roles of CFOs in the near future.
- 5 General credit of for all Accountant
- 1 CPD credit of for all CPA (CA)
- 1 CPE credit of for all CMA
- 1 CPE credit of Business Management and Organization for all CPA (US)
- 1 CE credit of for all CFIRS
- 1 CE credit of for all CWS
Subject Area:
Business Management and Organization
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
Ross Maynard
Date
Dec 2nd, 2021
Time
11:00 AM – 12:00 PM
Problem Solving and Decision Making
Making decisions and solving problems are two key areas in life, whether you are at home or at work. Whatever you’re doing, and wherever you are, you are faced with countless decisions and problems, both small and large, every day.
Many decisions and problems are so small that we may not even notice them. Even small decisions, however, can be overwhelming to some people. They may come to a halt as they consider their dilemma and try to decide
There is a well know saying which states:
“If you continue to think like you’ve always thought, you’ll continue to get what you’ve always got”.
It is easy get stuck in a decision-making rut. We gather the same old group together and come up with much the same solutions to problems that we have done before.
The danger is that our competitors are thinking more creatively. Markets and business practices are changing fast, and organisations need to be more creative in their approach to problem-solving and decision making.
Better thinking brings better results. Develop more creative approaches to problem-solving and decision making in your organization with this course now.
The purpose of our Problem Solving and Decision-Making CPE webinar is to help you, and your team, think more creatively in its problem-solving efforts.
The major topics covered in this CPE session:
- The different thinking styles people use when making decisions
- Tools to help in creative problem-solving and decision making
- A structure for creative problem-solving and decision making
- Top tips for creative problem-solving
- How to start thinking outside of the box
Better thinking brings better results. Develop more creative approaches to problem-solving and decision-making in your organization with this course now.
Learning Objectives
- To identify why today’s business planning environment is different
- To comprehend what is changing in the business planning world
- To record how businesses need to change
- To utilize the foundations of success to move forward
- 5 General credit of for all Accountant
- 1 CPD credit of for all CPA (CA)
- 1 CPE credit of for all CMA
- 1 CPE credit of Business Management and Organization for all CPA (US)
- 1 CE credit of for all CFIRS
- 1 CE credit of for all CWS
Subject Area:
Business Management and Organization
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
Break
12:00 PM – 12:30 PM EDT
Gary Mendell
Date
Dec 2nd, 2021
Time
12:30 PM – 01:30 PM
Managing Trade Credit Risk in the Coming Economy Recovery
Trade payment terms and credit risks are evolving amid today’s economic recovery and supply chain challenges Customers’ demand for credit will not
return to pre-2020 norms
Demand for trade credit was increasing even before the outbreak of COVID-19 but, in the new normal, customers:
- Still face limited access to working capital
- Struggle with diminished financial flexibility
- Are getting paid slower by their customers
- Source goods through broken supply chains
- Operate with remote/distanced employees
- Encounter ongoing change and uncertainty
- Try to capitalize on economic recovery
This CPE session will provide attendees with an understanding of the following major topics:
- Demand for trade credit in the new normal
- Why customers and suppliers need more credit
- Credit risk amid economic recovery
- How to manage evolving demand for trade credit
- Credit insurance- risk, sales, and financing tools
Learning Objectives
- To describe today's longer terms, slower payments, concentrations, etc.
- To determine why and how to re-evaluate customers’ creditworthiness now
- To recognize new credit risks arising from economic recovery
- To discuss tools and techniques for managing credit and collections
- To discuss how trade credit insurance performed during the pandemic
- To discuss best practices for obtaining and using credit insurance now
- 5 General credit of for all Accountant
- 1 CPD credit of for all CPA (CA)
- 1 CPE credit of for all CMA
- 1 CPE credit of Finance for all CPA (US)
- 1 PL credit of for all CFA
- 1 CE credit of for all CFIRS
- 1 CE credit of for all CWS
Subject Area:
Finance
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
Shawn McBride
Date
Dec 2nd, 2021
Time
01:30 PM – 02:30 PM
Business Planning In An Uncertain Environment
The current business environment is often summarized by one word: uncertain. With quickly changing markets, social norms and regulations many business owners feel that business planning has become impossible. Add to this the mixture of politics into almost everything in life and many business owners want to throw their hands up and walk away.
But business planning remains possible. It is still possible in today’s world for business owners to create business plans that push their business forward. But business planning in a time of uncertainty requires a different approach and different skills.
In this session, we will look at this new world of planning and how to make plans that work.
Key topics:
- What makes for a good strategy in highly uncertain business environments?
- Different approaches and different skills required for planning during uncertainties.
Learning Objectives
- 5 General credit of for all Accountant
- 1 CPD credit of for all CPA (CA)
- 1 CPE credit of for all CMA
- 1 CPE credit of Business Management and Organization for all CPA (US)
- 1 CE credit of for all CFIRS
- 1 CE credit of for all CWS
Subject Area:
Business Management and Organization
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
Break
02:30 PM – 03:00 PM EDT
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Gary Cokins
CMA, MBA
Date
Dec 2nd, 2021
Time
03:00 PM – 04:00 PM
The Top 7 Trends in Management Accounting
In
management accounting or managerial accounting, managers use the provisions of
accounting information to better inform themselves before they decide matters
within their organizations, which aids their management and performance of
control functions.
Management
accounting is more than a vital process of preparing management reports and
accounts with accurate and timely financial and statistical data. It is also a
profession that involves management decision-making, devising planning systems,
and assisting management in the creation and implementation of an
organization’s strategy.
Ultimately
costing principles, such as the causality principle, must be converted into
practical practices with supporting tools.
This CPE session examines how cost modeling
has evolved over the last century. It will describe the trends
and obstacles that have helped or delayed developments.
These evolving areas and trends include:
- The expansion from product costing to include channel and customer profitability reporting and analysis.
- The integration of managerial accounting with other enterprise and corporate performance management (EPM/CPM) methods (e.g., the balanced scorecard, incentive compensation, risk management, supply chain management).
- The shift from historical reporting to predictive accounting (e.g., marginal/incremental costing; capacity-sensitive driver-based rolling financial forecasts, performance-based and driver-based budgeting, customer lifetime value [CLV]).
- Imbedding analytics into managerial accounting (e.g., correlation and segmentation analysis, recursive partitioning with decision trees).
- Acceptance of two or more co-existing managerial accounting methods.
- Chargebacks to internal users and service level agreements of information technology (IT) and shared services.
- Recognition of barriers slowing the adoption rate of advanced managerial accounting (e.g., resistance to change, being held accountable, weak leadership) to gain buy-in.
Learning Objectives
- To discuss how these trends have expanded accountants from “bean counters” to “bean growers.”
- To analyze how to calculate profit and loss statements for customers displaying profit margin layers.
- To inspect how to identify and differentiate strategic KPIs in a balanced scorecard and operational performance indicators (PIs) in dashboards.
- To investigate how to perform “predictive accounting” for capacity-sensitive driver-based budgets / rolling financial forecasts, what-if analysis, and outsourcing decisions.
- To discuss how to imbed statistics and analytics into a product, channel, and customer profitability analysis.
- To analyze how to overcome implementation barriers such as behavioral resistance to change and fear of being held accountable.
- 5 General credit of for all Accountant
- 1 CPD credit of for all CPA (CA)
- 1 CPE credit of for all CMA
- 1 CPE credit of Business Management and Organization for all CPA (US)
- 1 CE credit of for all CFIRS
- 1 CE credit of for all CWS
Subject Area:
Business Management and Organization
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
-
Gary Cokins
Advisor
Gary Cokins
-
Ross Maynard
Managing Director
Ideas2Action Pr...
-
Gary Mendell
President
Meridian Financ...
-
Shawn McBride
Chief Information Offic...
McBride For Bus...
-
Manish Gupta
Founder & CEO
VITTPRO
Gary Cokins is an internationally recognized expert, speaker, and author in enterprise and corporate performance management improvement methods and business analytics. He is the founder of Analytics-Based Performance Management, an advisory firm located in Cary, North Carolina at www.garycokins.com . Gary received a BS degree with honors in Industrial Engineering/Operations Research from Cornell University in 1971. He received his MBA with honors from Northwestern University’s Kellogg School of Management in 1974.Gary began his career as a strategic planner with FMC’s Link-Belt Division and then served as Financial Controller and Operations Manager. In 1981 Gary began his management consulting career first with Deloitte consulting, and then in 1988 with KPMG consulting. In 1992 Gary headed the National Cost Management Consulting Services for Electronic Data Systems (EDS) now part of HP. From 1997 until 2013 Gary was a Principal Consultant with SAS, a leading provider of business analytics software.
My philosophy is
to inspire, challenge and support change. I have nearly 30 years’ experience as
a business author and consultant.
As a consultant,
I specialise in process improvement based on the Lean philosophy. I facilitate
improvement teams and provide expertise in performance measurement and
management; problem solving; and process improvement.
As well as
delivering webinars for MyCPE, I develop courses and webinars for the ACCA
(Association of Chartered Certified Accountants) in the UK and other specialist
business and finance providers.
I live in
Scotland, near Glasgow, with my wife, daughter and Cocker Spaniel.
Gary Mendell is President of Meridian Finance Group, a company providing credit, insurance, and trade finance tools that companies use to expand their U.S. and international sales. A graduate of the University of Pennsylvania in 1976, Gary has over 40 years of experience in domestic and international sales, distribution, credit, and finance. Prior to Meridian Finance Group, he held positions managing U.S. and export business development for companies in the pharmaceutical, aerospace, and plastics industries.
R. Shawn McBride has the credentials. You can read them below. What you really need to know:
- Shawn works with successful, private business owners on ways to build companies that stand the test of time so he can help you make your plans work.
- He is all about empowering business owners, employees and others to live a life they love so he'll work hard to make that happen for you and your audiences.
- Shawn's experience in business, law and speaking means he can effectively deliver powerful results for you and your teams.
Experience
- 14+ years of experience enables him to quickly assess businesses and provide discerning advice to help you meet your goals.
- Licensed to practice law in 12 states and D.C. so he understands law and business throughout the US.
- Licensed as a CPA for 17 years so you don't have to worry he gets the financial and business concepts that are so critical to you.
- Has utilized a philosophy of educating his clients, not just pushing paper, so you know he'll deliver results that really help you.
Education
- Juris Doctorate from the University of Maryland School of Law in 2002 with honors.
- Bachelor’s degree from Towson University in 1999 - double major in Accounting & Business Administration with a concentration in Finance.
Community Service
- Board of Advisors, Maryland Public Interest Law
Energetic, ambitious and Result-oriented professional, offering +15 years of extensive experience in Management, operations, Finance, Audit, Risk management, marketing and Customer experience.
Manish has hands-on experience in Monthly Reporting and Pnl Analysis, Budgeting and strategic planning.
Passionate for learning and development, thinking in innovative and non-traditional ways, Manish is your business partner for growth.
Manish is experienced with leading projects for change. He has led ERP implementation for 16 hotels in Htoo Group.
Manish is focused, display positive attitude and Topline growth approach towards business problems. He believes in efficiencies and lean management.
He is also on his Entrepreneurial journey and founded https://ehotelmanagementschool.com for sharing knowledge and experience via online classes and sessions. Startup also help small hotels and other startups with finance and management consulting.
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