MYCPE ONE

CFOs & Controllers Virtual Summit - 2021

Become a Strategic Advisor: Riding Through the Pandemic & Turning Lessons into Opportunities

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Conference Overview

CFOs and controllers help chart their company's future course. Challenges in today's workplace - from remote working to changing culture-making plan for the next strategic step is more crucial than ever.  

In a post-Covid-19 world, CFOs are gearing to reimagine the way they perform across various functions and remodel their processes to cut the costs of their general capital expenditures, reduce unplanned expenditures, and take advantage of artificial intelligence and information technology, as they face steep challenges to ensure business continuity through the right assessment and evaluation.  

They will have to prioritize course corrections in their current business strategies and developments, and a shift in focus will likely result in a reduction in cost control measures, including investments and expansion.

In 2021, CFOs have learned to create a faster, more flexible organization. This allows them to leverage the lessons they learned in the past and become more competitive and ultimately more profitable.

During the virtual summit, we will provide you with insights on the profound changes shaping the world today, insights into what tomorrow will hold and how you can respond as a leader with better, more strategic decisions. You’ll leave with a thoughtful course of action, one that will lead to success for your organization in the years ahead.

Join us, as thought-leaders provide insight into critical issues and answer your long-asked questions.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 4 Finance
CPA (US) 1 Personal Development
CPA (US) 1 All
Accountant/Bookkeeper/Tax Professionals 6 All
CPA in Canada 5 All
CMA 4 All
CPA/ABV 1 All
CPA/PFS 1 All
CVA 1 All
CFA 3 All
CSA 1 All
CWS 6 All
CFIRS 6 All

Sessions

Nov 3rd, 2021

Speakers:
Speaker Name
Manish Gupta

Founder & CEO
VITTPRO

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Uncertainty can take many forms. It may manifest as a natural disaster, the deterioration of a foreign currency in which your company has operations, geo-political changes, the merger or acquisition of a competitor or a global pandemic. Regardless of form, uncertainty does illuminate a certain truth: companies must face volatile business conditions with nimble planning, budgeting and forecasting.

Most companies find budgeting a challenge even under stable conditions. The process is often cumbersome, with managers spending too much time trying to work to a budget that is forced upon them. When economic forecasts fluctuate on a weekly or even daily basis, creating one reliable budget to coordinate business units and track performance for an entire fiscal year is extraordinary. Following the traditional budget process will likely prove unproductive.

In this talk we will discuss how we can follow an efficient approach to making budgets during uncertainty

Learning Objectives

  • To describe the challenges faced during budgeting and forecasting during current uncertain times 
  • To discuss strategies to make effective budget during uncertainty
  • To describe Best Practices for budgeting and forecasting

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Accredited in Business Valuation (ABV) 1 CPD Eligible
Chartered Professional Accountant in Canada 1 CPD Eligible
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Certified Valuation Analyst (CVA) 1 CPE Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Ross Maynard

Managing Director
Ideas2Action Process Excellence Ltd

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Negotiation is a skill we use every day – from agreeing on what the kids can watch on their devices; to what to do at the weekend; to the remit and timescale for an upcoming project; to contracting a system upgrade or planning the year-end process; and so on. Even going for a promotion is a negotiation around skills, requirements, and their worth.

In the “Negotiation Skills” session, we look at how to become a successful negotiator, covering the drivers of success in negotiation; the elements to cover in a negotiation; and what to do if a negotiation becomes stuck. We also look at questions that can help in your negotiation; how to deal with the stress of negotiation; and how to bring the negotiation to a decision. Finally, we discuss three specific negotiation scenarios – project initiation, contract negotiation, and going for a pay rise or promotion. As a takeaway, we offer the Negotiator’s Toolkit – a structure to help you prepare for your next negotiation.

The Negotiation Skills online CPE course will help you improve your effectiveness in negotiation by helping you prepare thoroughly, perform better during the discussions, and deliver outcomes that meet your requirements with less stress.

Key topics covered in the online CPE session:

  • Preserve and enhance personal and commercial relationships
  • Increase confidence and reduce stress when resolving conflicts
  • Resolve disputes confidentially
  • Reduce the costs of resolving conflict
  • Increase profitability
  • Create value in your negotiations
  • Achieve optimal commercial outcomes.

Learning Objectives

  • To interpret What negotiation is
  • To explore possible outcomes of negotiation
  • To explore Drivers of Success in Negotiation
  • How to prepare for a negotiation
  • How to build rapport
  • Questions to use in negotiation
  • What to do if a negotiation gets “stuck”
  • Specific issues in negotiating a project; a business contract; a job application; and asking for a pay rise or promotion.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Chartered Professional Accountant in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Personal Development for Certified Public Accountants (CPA-US) 1 CPE Approved
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

12:00 PM - 12:30 PM EDT

Break

Speakers:
Speaker Name
Gary Cokins

Advisor
Gary Cokins

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Many organizations are far from where they want and need to be with improving performance, and they apply intuition, rather than hard data, when making decisions. Corporate performance management (CPM) is now viewed as the seamless integration of managerial methods such as: 

  • Strategy execution with a strategy map
  • Balanced scorecard (KPIs)
  • Enterprise risk management (ERM)
  • Driver-based budgets
  • Rolling financial forecasts for product, service-line & channel
  • Customer profitability analysis (using activity-based costing [ABC] principles)
  • Customer lifetime value (CLV);
  • Six Sigma quality management for operational improvement. 

Each method should be embedded with business Analytics and especially predictive analytics as a bridge to prescriptive analytics to yield the best (ideally optimal) decisions. This CPE session will describe how to complete the full vision of analytics-based corporate performance management.

Join this CPE session to view corporate performance management (CPM) as the seamless integration of managerial methods rather than as a single process. Leave with the ability to perform "predictive accounting" for driver-based budgets/rolling financial forecasts, what-if scenario analysis, and outsourcing decisions.

Learning Objectives

  • Understand how business analytics is an advance over business intelligence and where Big Data fits in.
  • How to identify and differentiate strategic KPIs in a balanced scorecard and operational performance indicators (PIs) in dashboards.
  • How to properly calculate product, service-line, channel, and customer profitability for analysis, insights and actions.
  • How to perform “predictive accounting” for capacity-sensitive driver-based budgets / rolling financial forecasts, what-if analysis, and outsourcing decisions
  • How to overcome implementation barriers such as behavioral resistance to change and fear of being held accountable

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 2 General Credit Eligible
Chartered Professional Accountant in Canada 2 CPD Eligible
Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

2:30 PM - 3:00 PM EDT

Break

Speakers:
Speaker Name
Gary Mendell

President
Meridian Finance Group

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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

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Chartered Professional Accountant in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Charles Rosenberg

Vice President (VP)
Intac Actuarial Services, Inc.

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Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The key part of the same is to build strong planning to reach there. 

Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to determine if the retirement income goal will be achieved. 

However, retirement planning is a multi-step process and in most cases, it evolves over time. This Online CPE/CE session takes a long-term approach to the retirement plan that starts with ERISA. It also includes the change in careers over the long period of time that a professional may take. This is a remarkably valuable addition that covers a wide range of requirements of the population. Detailed description and included calculations make the CPE session more relevant for the simplicity of understanding and comparison.


This Online CPE session covers the following key topics:

  • Requirements of Plan Fiduciaries and potential liabilities

  • Different Allocation Methods for Profit-Sharing Plans

  • 401(k) Safe Harbor Match versus Non-Elective Contributions

  • 1 or 2 Person Defined Benefit/Defined Contribution Combo Plans

  • Cash Balance Combination Plans

Click here to access CPE courses on Trust, Estate, and Financial Planning.

Learning Objectives

  • To identify the requirements of Qualified Plan Fiduciaries
  • To recall how best to prepare for a DOL audit
  • To explore different Qualified Retirement Plan types
  • To recognize and compare the differences of each Qualified Retirement Plan type.
  • To assess, evaluate and determine the best Qualified Retirement Plan for a business or business owner.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Certified Senior Advisor (CSA) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Gary Cokins
Gary Cokins

Advisor
Gary Cokins

Nov 3rd, 2021

View More
Ross Maynard
Ross Maynard

Managing Director
Ideas2Action Process Excellence Ltd

Nov 3rd, 2021

View More
Upgrade your skills with CE/CPE Courses offered by Gary Mendell
Gary Mendell

President
Meridian Finance Group

Nov 3rd, 2021

View More
Charles Rosenberg
Charles Rosenberg

Vice President (VP)
Intac Actuarial Services, Inc.

Nov 3rd, 2021

View More
Manish Gupta
Manish Gupta

Founder & CEO
VITTPRO

Nov 3rd, 2021

View More

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com



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