Financial Leadership Best Practices Virtual Conference: Intelligent Technology for Business Strategy & Effective Decision-Making

Learn new strategies for leading a remote workforce, recruiting top talent, and using cutting-edge technology to improve business decision-making.


Take 20% off this Virtual Conference!
Use Reference Code: WF22Z
(Discount also applies to Conference Flex Pass.)

(Note: Year-Long Passes do not apply to this course.)

Financial Leadership Best Practices Virtual Conference: Intelligent Technology for Business Strategy & Effective Decision-Making

CPE Credit: 16 Hours

Price: $899.00

NASBA Field of Study: Accounting

$499 per day or take both days for just $899!




Where do we go from COVID-19?

Financial leaders face all-new challenges today. With more employees working from home, is it viable to maintain a physical office? What's the best way to manage a remote workplace and recruit top talent? And what new technologies are available to enhance business strategies, while staying competitive in a potentially turbulent post-COVID market?

At this two-day Virtual Conference, you'll learn how to streamline processes using automation and digitization; make smarter business decisions with support from AI and data analytics; improve ESG performance; combat fraud in e-commerce; and even take advantage of the world's biggest online resource—social media—to market and recruit the best talent for your organization.

Introducing our Conference Flex Pass! For the ultimate in flexibility, sign up for two consecutive or non-consecutive days of the same conference! (Non-consecutive days must be purchased at the same time.)


•  Future of Finance

•  Recruiting & Developing Finance Talents

•  Artificial Intelligence in Finance      

•  Financial Business Process Outsourcing

•  Corporate Fraud & Whistleblower Programs

•  Accounting Update 


•  Supply Chain Management

•  Fraud Risk in an E-Commerce Environment

•  Best Practices for Cash & Treasury Manage-

•  ESG & Financial Reporting

•  Best Practices for Dealing with Corporate
   Ethics & Compliance Risks

•  Financial LeadershipKey Issues


LEARNING OBJECTIVE  To provide financial professionals with cutting-edge guidance used by successful companies to manage and navigate their businesses through the economic crisis created by COVID-19 and beyond.




Welcome & Opening Remarks
 – 9:00 AM

Future of Finance
 – 10:00 AM
Faced with increasing business demands, CFOs are turning to faster
more advanced—technologies to access data for greater governance. In this session, we will discuss the future of finance and what digital technologies CFOs can leverage to rethink their target operating models.

10:00 – 10:05 AM

Recruiting & Developing Finance Talents
10:05  – 11:05 AM
digital workplace is rapidly evolving. With more employees working from home since COVID-19, managers need to get up-to-speed on maintaining a remote workforce that is both productive and efficient. At the same time, many businesses are now turning to Facebook, LinkedIn, Twitter and other virtual outlets to find, recruit and develop the specialized talent they want. In this session, we will discuss ways in which companies are:
Working Remotely & Managing a Virtual Workforce

Dealing with Collective Displacement
Leveraging Social Media to Attract & Develop Talent

 – 11:10 AM

Artificial Intelligence in Finance
11:10 AM  – 12:10 PM
Despite recent breakthroughs in Artificial Intelligence, relatively few financial executives are taking advantage of AI to improve their processes and make smarter business decisions. This session will provide an overview of AI and its applications in Finance and Accounting.

 – 12:55 PM

Finance Business Process Outsourcing
– 2:55 PM

Selecting the right Business Process Outsourcing (BPO) Partner is critical, as is identifying the right
areas for transition. This session will provide an overview of various aspects related to Finance and
Accounting BPOs
from the objectives and triggers that lead to the decision, to the range of
outsourcing models and options available. We will also look at the key aspects of the journey,
including identification of scope, knowledge transfer, retained organization structure, ongoing
operational rigor, continuous improvement, and the importance of cultural affinity and transparency
in developing a true symbiotic partnership.

2:55 – 3:00 PM

Corporate Fraud & Whistleblower Programs
3:00  – 4:00 PM
Get updated on the latest whistleblower incentives and safeguards, as well as ways to protect your company and clients from harmful allegations.

4:00 – 4:05 PM

Accounting Update
4:05 – 5:30 PM
Hear about the latest developments from the FASB, and learn how to apply all of the most recent pronouncements effectively and efficiently, including:
FASB Current Active Agenda
Recently Completed Projects & Related Implementation Issues
Recently Issued Exposure Drafts & Other Formal Projects
• Accounting Updates with Upcoming Effective Dates
Disclosure Effectiveness

Simplification Projects



Welcome & Opening Remarks
 – 8:50 AM

Supply Chain Management
 –  10:00 AM
Procurement and supply chain management teams are responsible for more than just driving down costs.  They're also accountable for boosting customer satisfaction, mitigating supplier risk for responsible outsourcing, and freeing up working capital. In this session, an expert will explore the benefits of digital technology, advanced analytics, and modern processes for improving the procurement and supply chain experience.

 – 10:05 AM

Fraud Risk in an E-Commerce Environment
 – 11:20 AM
Risk exposure is under constant threat from cyberattack. In this environment, it's important to conduct ongoing cybersecurity risk and controls assessments. This session will enable you to better protect your highest critical assets, and establish an effective and sustainable risk and control assessment program by:
Recognizing Fraud Trends in E-Commerce
Performing Cyber Risk Assessments
Identifying & Implementing Prevention Tools & Techniques

 – 11:25 AM

Best Practices for Cash & Treasury Management
11:25 AM
 – 12:25 PM
This session will explore recent strategies that companies are using to manage their cash and
treasury operations. Participants will be brought up-to-speed on the latest methods for maximizing
returns in a turbulent economic market, via a discussion of:

The Impact of COVID-19 on Liquidity
Treasury Organization

Cash, Bank & Financial Risk Management
Cash Flow Forecasting

Technology & Data Analytics
Working Capital Management

12:25 – 1:10 PM

ESG & Financial Reporting
1:10 – 2:25 PM
Environmental, Social and Governance (ESG) performance, reporting and assurance has gained
center stage around the world as organizations seek to better understand the needs and concerns
of a variety of stakeholders, improve their own performance and better communicate their ability to
create long term sustainable value. In addition, the SEC, FASB, IASB and other regulators are also
focusing on how companies can better disclose ESG issues. Finance and accounting professionals
can play a valuable role in adding value as their organizations start, evolve and continuously improve
their ESG related activities by:

about the latest pressures, drivers and application of ESG activity that enhance
  organizational value and sustainability for key internal and external stakeholders
Gaining insights into the most current ESG reporting techniques and leading practices as well as
  reporting frameworks and standards used by leading organizations globally
Understanding internal control aspects and third party assurance

 – 2:30 PM

Best Practices for Dealing with Corporate Ethics & Compliance Risks
– 3:30 PM
Learn how performing periodic risk assessments, and implementing successful compliance and ethics
programs, can help protect your business. Experts will discuss:

Preventing & Detecting Misconduct
Protecting Reputation

• Mitigating Government & Civil Actions
The Importance of Clear & Effective Communication
Implementing a Successful Compliance Program

 – 3:35 PM

Financial Leadership—Key Issues
 –  4:45

Conference Ends
4:45 PM



Scott Cooley, Department of Political Science, University of Chicago

Bob Hirth, Senior Managing Director, Protiviti, and Board Member and Co-Vice Chair, SASB

Taher Jamshidi, Senior Manager, Human-centric AI & Advanced Analytics, Ernst & Young LLP

Henry Klehm, Partner, Securities Litigation & SEC Enforcement, Jones Day

Kurt Kuehn, Board Member, SASB

David Levi, SVP Controller, Principal Accounting Officer, Vonage

Greg Moore, Board of Directors, Texas Roadhouse

Kariuki Ndegwa, Senior Manager, FAAS Data & Analytics, Ernst & Young LLP

Jerry D. Norton, Lead Security Specialist, Walt Disney Company

Christine Patten, Director, HR Business Partner, Vonage

Lindsay Redman, Senior Vice President, AlixPartners

Vadim Riber, Director, AlixPartners

Alfred Sanders, Partner, CFO Operations & Transformation, Genpact

Neil Stewart, Director of Corporate Outreach, Value Reporting Foundation and SASB

Ron Stott, Value Engineer, Kyriba

Charles Wehlage, AVP, High Tech, Manufacturing & Services, Genpact

Bill Witt, Director,Accounting & Transaction Services, MorganFranklin Consulting



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