CFOs & Controllers Conference Agenda

1-A&AStrategies for Business Efficiency

• Discuss five strategies to transform organizations and make them highly efficient
• For each strategy (Process Mapping, Policies & Procedures, Rationalizing Systems, Business Intelligence, and Move to the Cloud) learn the strategy, the benefits, and steps to complete
• Hear real-life stories from Berry's time managing Microsoft’s global financial processes and systems and how these strategies enabled them to reduce the month end close from 3 weeks to 3 days and improve employee satisfaction without adding headcount during a time of rapid business growth

1-OtherLeveraging Technology to Improve the FP&A Function

• Discover how your FP&A team can benefit from certain technologies that allow them to focus on more value-added tasks, such as strategic planning and analysis of results
• Learn how technology can help your team more efficiently and effectively complete their responsibilities, such as data entry, report generation and distribution, and analysis of results

Lunch Break

1-OtherCase Studies: Using Cash Management Strategies to Control Fraud Attempts

• Review of current fraud schemes by NexTier Bank's chief information officer.
• 2023 fraud statistics.
  
• Payments fraud and best practices in cash management to mitigate risk.

1-TaxPennsylvania and Multistate Tax Updates

• Review recent Pennsylvania income and sales and use tax developments
• Discuss possible changes to Pennsylvania taxing structure based upon recent proposed Pennsylvania budget and proposed legislation
• Review how Pennsylvania compares to other state and local tax developments across the country

1-OtherOutsourcing in Action: Stories of Success in Outsourcing Accounting & Finance

• Review ways that outsourcing can supplement and support finance functions
• Hear real stories from the outsourced Controllers/CFOs
• Receive tips for getting the most out of outsourcing

1-OtherEconomic Update

Discuss recent economic developments of the nation and the region. Topics will include:

• What has improved in the past six months?
• What are current challenges?
• What are new risks that have emerged?

1-OtherHow to Ensure a Highly Effective HR Function

• Explore the crucial 6-8 functional areas of HR, with emphasis on their significance and strategies for optimal effectiveness
• Discuss topics such as potential outsourcing of tasks, leveraging partner relationships, and harnessing technology to streamline HR processes
• Gain valuable insights on ensuring your HR function operates seamlessly, maximizing efficiency and effectiveness in today's dynamic workplace

1-OtherAn In-Depth Look at Risk Assessments

• What elements should be included in a risk assessment?
• Which types of controls reduce the impact of occurrence and which reduce the probability?
• How can you utilize risk assessments to guide testing and audits?
• What happens if you are not comfortable with the residual risk?

1-OtherFuture-Proofing Finance: Navigating Risk and Reward with Generative AI

• Demystifying GenAI in Finance: A primer on generative AI's role and impact on core accounting tasks.
• Enhanced Strategic Decision-Making with AI: Exploring AI-driven innovations in financial forecasting, risk assessment, and strategic planning.
• Navigating Ethical, Compliance, and Security Challenges: Addressing the complexities of data security, internal controls, governance, and ethical considerations in AI integration.
• Adapting to an AI-Enhanced Financial Landscape: Strategies for embracing AI in finance, focusing on upskilling, change management, and staying ahead in a rapidly evolving industry.

1-OtherCFO Operating as COO