CFOs & Controllers Virtual Summit - 2021

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

FREE

Total Credits

6 CPE

Available in Self Study

Recorded On: Apr 12th, 2022

Live Conference

Nov 3rd, 2021

CFOs & Controllers Virtual Summit - 2021

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.

Continuing Education Credits

The sessions of the conference qualifies for

  • 6 General Credit for all Accountant
  • 1 CPD Credit for all CPA/ABV
  • 5 CPD Credit for all CPA (CA)
  • 4 CPE Credit of Finance for CPA (US)
  • 1 CPE Credit of Personal Development for CPA (US)
  • 1 CPE Credit for all CPA (US)
  • 1 CPE Credit for all CVA
  • 3 PL Credit for all CFA
  • 6 CE Credit for all CFIRS
  • 6 CE Credit for all CWS
  • 4 CPE Credit for all CMA
  • 1 CPD Credit for all CPA/PFS
  • 1 CE Credit for all CSA

Manish Gupta

Date

Nov 3rd, 2021

Time

10:00 AM – 11:00 AM
1 Credit

How to make budget and forecast during uncertainty

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
  • 1 General credit of for all Accountant
  • 1 CPD credit of for all CPA/ABV
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of Finance for all CPA (US)
  • 1 CPE credit of for all CVA
  • 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:

Ross Maynard

Date

Nov 3rd, 2021

Time

11:00 AM – 12:00 PM
1 Credit

Negotiation Skills

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.
  • 1 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 Personal Development for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Personal Development

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

12:00 PM – 12:30 PM EDT

Gary Cokins

CMA, MBA

Date

Nov 3rd, 2021

Time

12:30 PM – 02:30 PM
2 Credit

Analytics-Based Corporate Performance Management (CPM)

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
  • 2 General credit of for all Accountant
  • 2 CPD credit of for all CPA (CA)
  • 2 CPE credit of for all CMA
  • 2 CPE credit of Finance for all CPA (US)
  • 2 CE credit of for all CFIRS
  • 2 CE credit of for all CWS

Subject Area:

Finance

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

02:30 PM – 03:00 PM EDT

Gary Mendell

Date

Nov 3rd, 2021

Time

03:00 PM – 04:00 PM
1 Credit

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
  • 1 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:

Charles Rosenberg

Date

Nov 3rd, 2021

Time

04:00 PM – 05:00 PM
1 Credit

Retirement Plan Updates & Opportunities

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.
  • 1 General credit of for all Accountant
  • 1 CPE credit of for all CPA (US)
  • 1 PL credit of for all CFA
  • 1 CPD credit of for all CPA/PFS
  • 1 CE credit of for all CSA
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

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. 

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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.

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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. 

Gary has received the President’s “E” Award and currently serves on the federal government’s Trade Finance Advisory Council.
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Charles Rosenberg is one of New Jersey’s foremost retirement planning experts, drawing upon his 25 years of industry experience to provide trusted counsel to clients and skilled leadership to INTAC Actuarial Services’ highly trained advisors. Under his leadership, INTAC has grown to service more than 3,000 clients, and has been consistently ranked New Jersey’s #1 401(k)/Defined Contribution Provider and Best Places to Work by NJBIZ®.

His career began at family-operated INTAC in 1994 as a pension consultant, gaining hands-on experience in plan design and client service excellence.  Today, as INTAC’s managing partner, he spearheads the firm’s pension sales and marketing programs with an emphasis on delivering a high-touch, personalized customer experience. He proactively consults with clients and advisors on all forms of Defined Contribution and Defined Benefit Plans throughout the planning process, ensuring that each INTAC client has a top-notch quality plan that meets their unique needs.

Charles is a Certified Retirement Counselor and Administrator (CRC, CRA), and has attained the designation of an Accredited Investment Fiduciary (AIF).  As an expert in retirement plan design, he is frequently called upon to lecture and lead industry forums on Qualified Retirement Plan topics for accountants and financial advisors. Publications including PlanSponsor.com and local area newspapers The Bergen Record and The Star Ledger have quoted him as a subject matter expert.

Active within industry organizations, Charles serves as a volunteer committee member with various groups, such as NIPA. He also sits on the TPA Advisory Boards for Nationwide, VOYA and Transamerica, and is an avid supporter of local community and charitable organizations.

Prior to joining INTAC, he was Vice President of Finance at Oxford Medical. Charles holds a Bachelor of Science in Accounting from Touro College in New York City. 

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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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