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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.
The sessions of the conference qualifies for
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
Group Internet Based
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:
Group Internet Based
12:00 PM – 12:30 PM EDT
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:
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.
Group Internet Based
02:30 PM – 03:00 PM EDT
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:
This CPE session will provide attendees with an understanding of the following major topics:
Group Internet Based
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.
Group Internet Based
Founder & CEO
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.View More
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.
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.View More
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.View More
myCPE 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 :
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.
A live virtual event enables remote participants to access live, interactive networking opportunities and content through their computers/other digital devices, no matter where they are located. These events can be conducted in multiple formats;
Conference: A virtual conference is an activity, organized in a way that participants can meet and discuss themes of common interest through the use of communication tools at a central location on the Internet
Workshop: A workshop is not very different from a conference. The key point that makes a workshop unique is that it is a brief intensive educational program for a relatively small group of people that focuses especially on techniques and skills in a particular field.
The myCPE 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 email@example.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.
You can cancel your registration for a premium conference/workshop at any time before the start of the event. Upon successful cancellation the entire amount shall be credited to your myCPE wallet within 24-48 working hours. The balance in your myCPE wallet can be used to register for premium live webinars, premium self-study webinars, myCPE package courses or any other future virtual conference/workshop.
All the upcoming virtual events can be seen listed under the ‘Virtual Events’ tab on the homepage of myCPE (www.my-cpe.com).
A unique joining link will be shared with you on your registered email ID once you have registered for a conference. You can join in using the unique link at the scheduled time of the event. Also, the events that you have registered for are visible in your myCPE account under ‘My Virtual Events’ section >> under the ‘Upcoming Virtual Events’ tab. CLICK HERE to login to your account.
myCPE recommends that you verify if your digital device is compatible with the ZOOM software prior to attending the live events on myCPE (www.my-cpe.com)
For every Session you attend in a Virtual Event, you need to remain logged into the session till the end and answer the polling questions asked during the event. Once you have fulfilled these two criteria, you shall receive an evaluation form in the next 24 hours. You will receive an email with the link to complete the evaluation form and it will also be available in your myCPE account under the 'My Virtual Events’ section, under the 'Evaluation' tab. Once you complete the evaluation form, you will receive an email with your credit certificates and the same shall also be available in your myCPE account under the 'My Certificates' tab. The link in the certificate email is for downloading the certificates. If the event qualifies for multiple certificates, each certificate will be available for download.
Once you complete the evaluation form, you will receive an email with your credit certificates and the same shall also be available in your myCPE account under the 'My Certificates' tab. The link in the certificate email is for downloading the certificates. If the event qualifies for multiple certificates, each certificate will be available for download
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 firstname.lastname@example.org
Yes, each live virtual conference/workshop shall be recorded and the recording of the same can be made available to on request. However, the recording shall not be eligible for continuing education credits.
If you’re a new user, you will have to sign-up at www.my-cpe.com to register for a virtual event. Click Here for a free sign up to myCPE. If you’re an existing user, you need to log in to your myCPE account.
Once you’re logged into your myCPE account, you can click on the ‘Virtual Event’ tab, scroll down to view the upcoming Virtual Events. There is a Register Button on each event detail page. Once you click on REGISTER, you will receive a prompt pop up that you have registered for the event. If it is a premium event then you will first be redirected to the payment page and after paying the amount you will receive a prompt pop up that you have registered for the event.
You can cancel your registration to any event from your myCPE account by requesting us via email at email@example.com or you can also send us an instant message to our chat support team.
Registerting for either of the event (Live or Demand) makes your automatic registration for the other.