CFOs & Controllers Virtual Summit - 2022

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

Total Credits

3 CPE

Available in Self Study

Recorded On: Apr 14th, 2022

Live Conference

Jan 13th, 2022

Completed

CFOs & Controllers Virtual Summit - 2022

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

3 General Credit for all Accountant
3 CPD Credit for all CPA (CA)
3 CPE Credit for all CMA
1 CPE Credit of Business Management and Organization for CPA (US)
1 CPE Credit of Management Services for CPA (US)
1 CPE Credit of Finance for CPA (US)
3 CE Credit for all CFIRS
3 CE Credit for all CWS
2 CPE Credit for all CVA
1 PL Credit for all CFA

Recommended for

CPAs in industry and public practice working in corporate management or consulting with corporations should attend this CPE virtual summit for useful, timely information on managing your company and adding value with best practices and technology.
CFOs, MDs, VPs, Directors, GMs, and Senior Managers, involved in Financial Planning & Analysis (FP&A), Strategic Planning & Forecasting, Costing & Budgeting, Project Financing, Accounting, Auditing & Internal Control, Tax Governance, Governance, Risk & Compliance (GRC), Statutory & Regulatory Reporting.
This CPE event is recommended for Firm partners and leaders, Finance directors and controllers, Chief audit executives, Attorneys, consultants, Audit committee members, Chief financial officers (CFOs) and business unit CFOs, CPAs, accountants and financial consultants.

Manish Gupta

Date

Jan 13th, 2022

Time

10:00 AM – 11:00 AM

1 Credit

How CFOs are contributing to business growth by participating in operation strategy

An accountant manages data.

A controller produces financial statements, implements controls, and may offer some analysis.

A CFO helps lead the organization by overseeing all financial activities – living in the present and looking to the future through continuous scenario-based planning. CFOs take a forward-facing role by managing budgeting, forecasting, vendor relationships, tax strategy, compliance issues, and succession planning.

Over the last few decades, the role of the CFO has undergone a profound shift. The historical tasks of the finance function such as books and records, financial reporting, and statutory compliance continue to be important but are now taken for granted by CEOs. The CFO of today and tomorrow must be able to take financial data and use it to influence operational decision-making and strategy.

But how?

Leaning on data and industry experience a CFO provides key insights to advise the CEO and business leaders through all the company’s life stages. CFOs are positioned to create scalable and sustainable revenue growth, lead the transformation in business models, create efficiencies in business operations, and create value for owners and stakeholders.

In this CPE session, we will explore how CFOs contribute in business growth through their skills and contributions.

Learning Objectives

To analyze the historical roles of CFOs.
To discuss evolving roles of the CFO in business strategy.
To analyze how CFOs use their skills to help business growth.
To discuss how CFOs can create scalable and sustainable revenue growth.
To discuss how CFOs create efficiencies in business operations.
To analyze how CFOs create value for owners and stakeholders.

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 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

Jan 13th, 2022

Time

11:00 AM – 12:00 PM

1 Credit

KPIs for SMEs

Key performance indicators (KPIs) are important metrics that track a company’s progress toward achieving its strategic and operational goals. Monitoring KPIs over time helps organizations make better, data-driven decisions. Rewarding employees and teams for progress on KPIs that are aligned with company objectives can create a virtuous cycle that sets a company up for success.

In a survey of businesses that used KPIs, 68% of respondents noticed a positive impact on their business development after implementing a KPI Framework. Further, 43% of respondents noted improvement, defined as being able to 'objectively evaluate the level of results achievement.

You probably know that to help your business grow and thrive, it’s important to monitor different key aspects of your business. But when you’re a small business owner there are a lot of details. Sitting down to look at important metrics can fall off your priority list.

That’s where key performance indicators (KPIs) come in. They help you measure and improve your business without getting overwhelmed with details and data.

There’s no single list of KPIs that every business should track. What you should track depends on your industry, business stage, and goals. However, there is a handful of KPIs that every business would benefit from tracking. Even more, there’s a long list of others that could be beneficial based on the type of business you have.

This CPE session is about performance measures that work for small and medium-sized businesses. The emphasis is on KPIs that are easy to measure, easy to understand, and that provide valuable information about the performance of the business.

Learning Objectives

To discuss the concepts in performance measurement.
To analyze what makes a good measure.
To analyze customer-focused KPIs.
To inspect employee KPIs.
To analyze operational KPIs.
To discuss financial KPIs.
To discuss monitoring and managing performance.

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 Management Services 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:

Management Services

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

Jan 13th, 2022

Time

12:30 PM – 01:30 PM

1 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 session will describe how to complete the full vision of analytics-based corporate performance management.

Join this 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

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 CPE credit of for all CVA
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:

Gary Cokins

Advisor

Gary Cokins
Ross Maynard

Managing Director

Ideas2Action Pr...
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.

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.

Ratings and Reviews

4.9

7 Ratings

Excellent

Very Good

Average

Poor

Terrible

This is a virtual event and shall be held on Zoom Application. The handout material for each session shall be available for download on the conference/workshop detail page.

Virtual conference with myCPE 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.

The duration of this event can be seen below its title. The credits for this conference/workshop are also mentioned below the title.

The Specific Takeaways and the purpose of this event is mentioned in the ‘Overview’ and ‘Session Details’. Additionally, by attending a Live Virtual Event you can experience the interactivity

equivalent to an in-person conference without having to leave your screens or risk your lives especially post pandemic situations. Nevertheless, bulk CPE/CE is an icing on the cake.

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 :

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.

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 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.

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 support@my-cpe.com

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 support@my-cpe.com or you can also send us an instant message to our chat support team.

;

CFOs & Controllers Virtual Summit - 2022

FREE

3 CPE

Available in Self Study

Live Conference

Continuing Education Credits

Recommended for