Best Practices in Finance & Accounting Webinar
Overview
From AI to ESG, busy financial professionals must adapt to today's rapidly evolving business world. Whether you want to streamline and optimize processes, adopt automated systems, develop a more competitive workforce, or simply manage a remote office, it helps to understand the latest technologies and most successful business strategies. In this webinar, you will learn:
- How finance teams are making meaningful progress in cost optimization
- To utilize Generative AI tools to move beyond efficiency and achieve higher value and long term benefits
- The importance of integrating the business into planning and analysis processes
- How to take advantage of shared services and outsourcing
- Finance leadership best practices for sustainability reporting
- To improve upon working capital and treasury management
Objective
To arm CPAs and other financial professionals with an arsenal of best practices now being applied by today’s leading organizations. You’ll discover many practices you can employ immediately, as well as ones that require advanced technologies but can pay off quickly.
SPEAKERS:
Tim Bulman, Managing Director, Protiviti
Neal Eisenberg, Director, Protiviti
Nicholas Folan, Manager, Technology Consulting, EY
Robert Hirth, Consultant, Protiviti
Lauren A. Klosterhoff, Director of Self-Study Operations, CPE Inc.
Charles G. Soranno, Managing Director, Protiviti
David Taylor, Managing Director, Protiviti
Andrea Vardaro Thomas, Managing Director, Protiviti
Christopher Wright, Global Leader, Business Performance Improvement Solution, Protiviti
Emphasis
- Top Priorities for CFOs & Finance Professionals in Leading Companies
– Security and Privacy of Data
– FP&A and strategic planning
– Enhanced Data Analytics and Process Improvement
– Cost optimization - AI & Finance
– Financial Data, AI and Automation
– Enhancing Work Force Productivity by automating tasks while accelerating insight generation
– Effective Finance GenAI use cases - Working Capital & Treasury Management
– Leading Practices and Challenges for forecasting cash
– Commonly used Business Analytics - A New Era of Cybersecurity Accountability
– The CFO/CISO Relationship
– Data protection program framework
– Evolving regulatory requirements
– SEC cyber disclosure rules - Finance Leadership in Sustainability
– Regulatory overview
– Treasury considerations
– FP&A considerations
– SEC materiality reporting
– ESG controllership
– Internal control considerations and assurance
– Sustainability governance - Finance Business Process Outsourcing/Insourcing
– Business Process Outsourcing benefits
– Key project risks and proposed mitigations
– What leads companies to Global Business Services (GBS) model
– Digital Solutions for integration and automation
– Managing expectations
– Service placement strategy
Speakers
Tim Bulman, Managing Director, Protiviti
Neal Eisenberg, Director, Protiviti
Nicholas Folan, Manager, Technology Consulting, EY
Robert Hirth, Consultant, Protiviti
Lauren A. Klosterhoff, Director of Self-Study Operations, CPE Inc.
Charles G. Soranno, Managing Director, Protiviti
David Taylor, Managing Director, Protiviti
Andrea Vardaro Thomas, Managing Director, Protiviti
Christopher Wright, Global Leader, Business Performance Improvement Solution, Protiviti
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