CFOs & Controllers Conference Agenda

1-EthicsEthics in the Real World: Living Values for Today 

• Understand why business ethics are critical for success, failure, and survival in today’s competitive environment
• Learn how trustworthiness, consistent principles, and a strong reputation can provide a long-term competitive advantage
• Review eight key steps to create an ethical business environment
• Gain specific strategies for financial professionals to make better ethical decisions

1-A&ABecoming a Great Predictor: Create Better Forecasts

• Learn how to develop the skill of forecasting, even if it's not an innate ability
• Examine the strategies used by great forecasters to improve prediction accuracy
• Discover best practices for forecasting events that impact your business
• Explore current research and methods to enhance your ability to predict future outcomes

1-A&AMeasure What Matters: Identify the ‘Right’ KPIs and Metrics

With all the data available today in our organization, industry, economy, and globally, how do we identify what to measure and how? Each organization has their own needs. Often, we focus on the same old metrics. Metrics from other industries may be applicable to your industry that we never thought of. Metrics are not only for managers; they are for employees at all levels. Effective dashboards help achieve organizational goals and objectives. We have too much data and this seminar will show you how to turn data into useful information.

1-A&AEconomic Update

Kali Aloisi, an outreach economist from the Federal Reserve Bank of Philadelphia, will discuss recent economic developments of the nation and the region. Topics will include, but not limited to:

• What has improved in the past 6 months?
• What are current challenges?
• What are new risks that have emerged?

1-OtherAI in Accounting and Finance: Practical Tools for Today, Strategic Insights for Tomorrow

• Power Up Your Practice: Discover today's most practical and effective AI-powered solutions for Pennsylvania CFOs and controllers, helping you drive strategic decision-making, navigate compliance, communicate better, and streamline your other key responsibilities.
• Your Tools, Evolved: Explore exciting and transformative AI upgrades coming to familiar platforms like Microsoft 365, research tools, and other essential accounting software. See how they'll change your team's workflow.
• Future-Ready Strategy: Get actionable insights on how to seamlessly integrate AI into your workflow, master the rapidly changing landscape, and stay ahead of the curve as a PA controller. Learn to adapt your team, and stay ahead of the curve!

1-TaxIRS Updates

• Data Security Issues for Tax & Accounting Professionals
• IRS Tax Pro Accounts: benefits for CPAs
• Business Tax Accounts: benefits for businesses

1-OtherEnergy Supplier/Generation Costs

• Rising electric and natural gas costs and what to expect in coming years
• Benefit of working directly with a supplier
• Other changing cost components that you should be aware of
• 15-20 minutes of Q&A

1-OtherDeveloping Corporate Culture

• Define corporate culture and its impact on financial performance, risk management, and long-term sustainability 
• Understand the CFO’s and controller’s strategic role in shaping and reinforcing organizational culture
• Identify key financial and operational indicators that reflect corporate culture health