CFO Cluster

Description

Our new CFO Cluster includes interactive sessions to enhance finance and accounting skills while providing leadership insights within attendees’ organizations. Attendees will also select from three learning tracks with in-depth sessions to apply takeaways to their organizations, including: cyber fraud, financial forecasting, employment law updates, and more.
 
Join us on Monday, March 19 at 4:20–6:00 pm, to receive your 2 hour Ethics requirement!
2017 Professional Ethics & Conduct (E3417)
Note: This course requires a separate registration.
CFO Series 

Objective

See individual session descriptions

Highlights

See individual session descriptions

Who Should Attend

See individual session descriptions

Required Knowledge

See individual session descriptions

Advanced Prep

None

Event Speaker(s)

Mr. Jay Giannantonio ( AICPA, Durham, NC ), Mr. Thomas North Howard, CPA, CGMA ( Cary, NC ), Mr. James Lindell ( Thorsten Consulting Group, Inc., Dousman, WI ),

Additional Event Information

Accommodations
Pinehurst Resort
855-235-8507

Discounted Reservation Cut-off Date: February 19, 2018
Room Rate: $199 Single/Double

Onsite Information
Registration/Continental Breakfast: 7:15–8:00 am. Sessions begin at 8:00 am.

Lunch will be provided for all participants who are registered for both the sessions immediately before and following the lunch break.

Download Your Materials Before You Arrive Onsite!
Cluster materials will be distributed electronically to registrants 5 business days in advance of the program. You may download your materials to a laptop, tablet, or e-reader, or print them. It’s up to you how you choose to view the materials. Printed materials will not be available on site. Downloading in advance is recommended.

Price Per Session:
                          Early Bird        Regular
Member            $125                $150
Non-Member    $175                $200
 
 

Sessions

Monday, March 19, 2018 (8:00 am–11:45 am ET)

1A: Critical Skills for Budgeting Success
Mr. Jay Giannantonio ( AICPA, Durham, NC ),

Budgeting is both an art and a science. Learn how to apply leading-edge tools and methods to make your planning process more strategic and your budget process more flexible. Your budget should not lead to “turf wars” over precious and scarce resources. You will experience how to build a set of decision-making processes early on and how to use them to make smart resource allocation choices that benefit your entire organization. You will also explore ways to have your planning and budgeting process work to increase the potential for higher earnings.
 
Level:  Intermediate

Field of Study: Finance

Monday, March 19, 2018 (8:00 am–11:45 am ET)

1B: Controller's Update—Today's Latest Trends
Mr. Thomas North Howard, CPA, CGMA ( Cary, NC ),

Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems. In this course you will discuss leading-edge topics in managerial accounting and finance in a session that is packed with useful tips and practical guidance that you can apply immediately.
 
Level: Update 

Field of Study: Finance

Monday, March 19, 2018 (8:00 am–11:45 am ET)

1C: Lean Accounting & Management—Saving Money by Streamlining Operations
Mr. James Lindell ( Thorsten Consulting Group, Inc., Dousman, WI ),

Companies using lean accounting have better information for decision making, have simple and timely reports that are clearly understood by everyone in the company, and they focus their business around the value created from their customers. Learn to minimize waste and create wealth in your organization through a lean accounting and management approach that improves profitability by streamlining operations. Provide customer value through target-costing and eliminate waste through value-stream management. Improve flow through capacity management. Achieve perfection through continuous process improvement. Those in both manufacturing and service industries can benefit from the techniques presented in this course.
 
Level: Advanced 

Field of Study: Finance

Monday, March 19, 2018 (12:30 pm–4:00 pm ET)

2A: Analyzing Costs, Productivity, & Efficiency—Three Ways to Boost Your Bottom Line
Mr. Jay Giannantonio ( AICPA, Durham, NC ),

This hands-on workshop gives you specific ways to directly impact your organization’s bottom line. These proven techniques for plugging the most-overlooked profit leaks come from specific strategies for lowering costs, improving productivity, and gaining efficiencies. Explore the different methods in-depth, see how easy they are to implement and what huge impact they can have on the bottom line. Each tool or strategy is one to pass on to clients and co-workers.
 
Level: Intermediate 

Field of Study: Business Management & Organization

Monday, March 19, 2018 (12:30 pm–4:00 pm ET)

2B: Data Breaches & Other Cyber Frauds—A 21st Century Risk to Your Organization
Mr. Thomas North Howard, CPA, CGMA ( Cary, NC ),

Is your data secure? Is your organization at risk of a data breach? What is cyber fraud and how can it affect your organization? How can you protect your company from cyber fraud? Data breaches and cyber fraud are an ever present risk for more companies. This course will help you understand and become more aware of the risks associated with data breaches and other cyber frauds. You will become more aware of the policies and procedures needed to protect your company data. We will review the requirements for internal controls over technology required by the 2013 COSO Framework on Internal Controls and review internal controls that can help prevent and detect cyber frauds, including data breaches. Become a resource for your company and your clients.
 
Level: Basic 

Field of Study: Specialized Knowledge and Applications

Monday, March 19, 2018 (12:30 pm–4:00 pm ET)

2C: The New Controllership—Keys to Boosting Management Skills
Mr. James Lindell ( Thorsten Consulting Group, Inc., Dousman, WI ),

The controller of a company must have people management skills to hire the best people for the department, correct and coach in a successful fashion, and lead the department to the point where it is a well-oiled machine. The job of the controller is very challenging, and that is why we explore personal tips on individual efficiency, delegation, and working within the corporate politics of the organization. This course makes a clear and important distinction between the older-style organization similar to GM and the newer organizations like Google or Apple. As the course moves through the subjects, constant contrast is made between how things are done in the modern versus the older-style organization. Make sure you have all the right tools to thrive in today’s environment and manage a more successful organization!
 
Level: Intermediate 

Field of Study: Management Advisory Services

Tuesday, March 20, 2018 (8:00 am–11:45 am ET)

3A: The Changing Role of the Controller—Advancing from Tactical to Strategic
Mr. Jay Giannantonio ( AICPA, Durham, NC ),

Are you ready to take your role as controller to the next level while adding significant value to the organization? A successful Controller will go beyond financial statements, internal controls and general accounting to create new value for the organization. We’ll explore new additional roles that controllers are now accepting and outline a roadmap you can use to expand your role as a controller from simply internal process/transaction oriented to externally focused understanding of industry and macro trends.
 
Level: Intermediate 

Field of Study: Business Management & Organization

Tuesday, March 20, 2018 (8:00 am–11:45 am ET)

3B: Employment Law Update—Examining Critical Issues with FMLA, HIPAA, COBRA, ADA, & More
Mr. Thomas North Howard, CPA, CGMA ( Cary, NC ),

Employment law issues affect virtually every business, governmental entity, and not-for-profit organizations. This update examines employer liability for discrimination of all types, including disability discrimination and violations of the Americans with Disabilities Act (ADA); wage and hour laws; the Family Medical Leave Act (FMLA); Health Insurance Portability and Accountability Act (HIPAA) and expensive lessons learned for simple Consolidated Omnibus Budget Reconciliation Act (COBRA) violations. Also discussed are noncompete covenants and pitfalls for employers approached by employees of competitors; and how nondisclosure and nonsolicitation agreements can provide many of the protections – without some of the downsides – of noncompetes. Cases illustrating common ways employers violate the various employment laws are highlighted. This course also includes a 50-state survey of noncompete agreements which addresses the various state’s position on enforceability, restrictions and scope, standards, consideration, and judicial revisions of noncompetes.
 
Level: Advanced 

Field of Study: Business Law

Tuesday, March 20, 2018 (8:00 am–11:45 am ET)

3C: Financial Forecasting—Planning for Success
Mr. James Lindell ( Thorsten Consulting Group, Inc., Dousman, WI ),

Proper planning is the key to the success of any company. With CPAs constantly being asked to plan a company’s future, forecasting is one area to demonstrate your special value. This course provides the tools necessary to project the balance sheet and statements of income and cash flow. Determine the company’s maximum sustainable growth and predict its external fund requirements.
 
Level: Basic 

Field of Study: Finance


Share This Event

Event Vendor:AICPA
Field of Study:Business Law, Business Management & Organization, Finance, Management Advisory Services, Regulatory Ethics, Specialized Knowledge and Applications
Level: Update
Other:New Course

Event Type:Seminar
Event Code:CFO18

Registration Fees

Early Bird Rate expires March 5, 2018

Registration Fee Early Bird Regular
NCACPA Member – See Individual Sessions for Pricing $0.00 $0.00
Non-Member – See Individual Sessions for Pricing $0.00 $0.00
Other CPA State Society Member – See Individual Sessions for Pricing $0.00 $0.00