CFOs & Controllers Conference Agenda

Thursday, March 16 - The Finance Function

7:50 a.m.

Conference Opens

8:00 a.m.

Leverage Your Team: How to Delegate and Elevate 1-Other

• Consider how delegation can be used as an effective tool for both improving productivity and developing teams.
• Why is delegation often viewed negatively?
• Change the mindset around delegation, improve workflow, encourage advancement, and foster positivity in the workplaces.

8:50 a.m.

Navigating CFO and Controller Challenges 1-Other

This session is designed to share insights and create thought-provoking discussion regarding:

• The changing and dynamic workforce.
• Top concerns and issues facing business and finance leaders.
• Current and future competencies and skills required of accounting and finance professionals.

9:40 a.m.

Morning Break 

9:55 a.m.

Cash Management - Safe and Secure Payment Processing  1-Other

• Streamlining payment processing for maximized efficiency.
• Increased automation for receivables.
• Protecting your business assets from fraud.
• The future of banking.

10:45 a.m.

Three Ways Your Business Might Be Losing Money on HR Partnerships  1-Other

• Understanding the importance of managing the unemployment process.
• Negotiating the complexity of benefit broker fees.
• Systems, systems, systems.

11:35 a.m.

Lunch Break

12:25 p.m.

Digital Transformation and Automation 1-Other

• Understand how people, processes, and technology collectively support transformation.
• Learn how to identify the right use cases for automation or other technology implementations.
• Discuss ways to maximize the return and manage risks associated with technology investments.

1:15 p.m.

Mergers and Acquisitions from Buyer and Seller Perspective 1-Other

• Sale process description.
• Sale process preparation.
• Case studies – Buyer and seller perspectives.
• M&A landscape.

2:05 p.m.

Afternoon Break

2:20 p.m.

Pennsylvania Tax and Strategies 1-Tax

• Pennsylvania budget updates.
• Recent Pennsylvania policy decisions surrounding sales and use tax.
• Recent sales and use tax audit issues.
• Nexus updates.

3:10 p.m.

Save the Day! Data Visualization to the Rescue! 1-Other

• Recognize three core concepts for delivering information through data visualization.
• Distinguish between static and dynamic graphic types and when to use each.
• Identify essential elements of a story-telling static graphic.
• Identify data visualization design stories through four case studies.
• Recognize graphic-placement tips for story-telling success.

4:00 p.m.

See you next week!

Thursday, March 23 - Business Management

7:50 a.m.

Conference Opens 

8:00 a.m.

Research and Development (R&D) Tax Credit 1-Other

• Get a general overview of the R&D tax credit.
• Understand the various calculation methods.
• Identify R&D credit activities and expenses.
• Discuss the project implementation and issues to consider.
• Legislative impact on R&D credit.
• Tax planning and IRS audit considerations.

8:50 a.m.

The Rx Biz: How We Got Here and Where It May Be Going 1-Other

• Health care market trends.
• High-level overview of funding arrangement continuum.
• Drug pricing and compliance:
  • Pharmacy benefit managers
  • RxDC compliance: what and why
  • Carve-out pricing case studies

9:40 a.m.

Morning Break 

9:55 a.m.

Leveraging Technology and Managed Accounting Services in the Financial Planning and Analysis Function 1-Other

• Learn how you can improve the efficiency and effectiveness of your financial planning and analysis function through:
  • The use of modern technology platforms
  • Outsourcing to experienced accounting and financial personnel

10:45 a.m.

Help for the Headaches of Health Care 1-Other

• Identify the three risks in your health plan.
• Learn why they persist despite the high costs to employers and employees.
• Why transparency is the key to reducing all three risks.
• Why the new CAA legislation is a moment of opportunity for employers.

11:35 a.m.

Lunch Break 

12:25 p.m.

Cybersecurity: What You Really Need and Why 1-Other

• Cybersecurity: past and future.
• Discuss a three-pronged approach to cybersecurity: technology, processes, and people.
• Dive into the motivations for cybersecurity: compliance requirements, insurance requirements, privacy requirements (H.R. 8152 (ADPPA), PA HB 2202, PA HB 1126, PA HB 2257) and due care vs. due diligence.

1:15 p.m.

Collaboration: Eliminating the “No” Reputation 1-Other

• Align around common goals and a shared vision.
• Preventing department silos.
• Helping teams to connect (in-person and remotely).
• Creating cross functional teams.
• What’s the right communication tool?

2:05 p.m.

Afternoon Break 

2:20 p.m.

Challenge Accepted: When Outsourcing Makes Sense  1-Other

• Highlight internal and external financial challenges that often occur in smaller organizations.
• Identify ways boards can utilize outsourcing to help with financial challenges such as succession planning, unplanned transitions, or special projects.
• Recognize ways organizations can utilize outsourcing to supplement and support their organization’s finance functions.

3:10 p.m.

CFO: The Strategic Leader 1-Other

• Collaborative strategic alliances - Create, develop, and nurture both internal and external relationships.
• Self awareness - Recognize that it takes a village.
• Knowledge sharing - Get everyone to "think like an accountant."
• Importance of data - Drive effective decision making.
• Reality check - Viability, value, and resources.
• Stakeholder communication - Know your audience.
• 4 orientations of the CFO role - responder, challenger, architect, transformer.

4:00 p.m.

See you next year!