MYCPE ONE

CFOs & Controllers Virtual Summit - 2022

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) 1 Business Mgmnt and Org
CPA (US) 1 Management Services
CPA (US) 1 Finance
Accountant/Bookkeeper/Tax Professionals 3 All
CPA in Canada 3 All
CMA 3 All
CVA 2 All
CFA 1 All
CWS 3 All
CFIRS 3 All

Sessions

Jan 13th, 2022

Speakers:
Speaker Name
Manish Gupta

Founder & CEO
VITTPRO

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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.

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
Business Mgmnt and Org 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

-

Speakers:
Speaker Name
Ross Maynard

Managing Director
Ideas2Action Process Excellence Ltd

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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.

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
Management Services 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

-

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 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

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
Certified Valuation Analyst (CVA) 1 CPE 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

Jan 13th, 2022

View More
Ross Maynard
Ross Maynard

Managing Director
Ideas2Action Process Excellence Ltd

Jan 13th, 2022

View More
Manish Gupta
Manish Gupta

Founder & CEO
VITTPRO

Jan 13th, 2022

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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