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CFOs & Controllers Virtual Summit - 2022

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

Price

FREE

Total Credits

3 CPE

Available in Self Study

Recorded On: Apr 14th, 2022

Live Conference

Jan 13th, 2022

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.

Continuing Education Credits

The sessions of the conference qualifies for

  • 3 General Credit for all ACCT/BK
  • 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

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 ACCT/BK
  • 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 ACCT/BK
  • 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 ACCT/BK
  • 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 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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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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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.

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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.

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