Best practices in accounting result in better overall functionality of your organization. This conference will cover a number of key areas where you’ll be challenged to increase your level of efficiency. Speakers are experts from the Big Four and niche financial consulting companies. You will earn 16 CPEs.
Learning Objectives:
- Understand the latest accounting best practices in key areas
- Recognize what your peers are doing to improve their information reporting
- Evaluate cutting edge topics and tools and determine if they fit your organization
Course Content
Agenda: DAY 1
8:45 - 10:05 - Shared Services Trends and Opportunities
- Market perspective
- Trends in shared services
- Future proofing your business model
- Location Trends
- How to get started
10:05 - 10:15 - Break
10:15 - 11:35 - Best Practices in treasury
- Structuring a solid system in times of volatility
- Creating value in the cash management function
- Achieving maximum cash visibility
11:35 - 11:40 - Break
11:40 - 1:00 - Expanding Internationally: Accounting Considerations
- Foreign currency translation
- Consolidation
- Leases
- Revenue
- Other key accounting considerations in international operations
1:00 - 1:40 - Lunch Break
1:40 - 3:00 - Attracting and Retaining Accounting & Finance Talent
- Perks vs. Vulture
- Attracting candidates
- Virtual interviews
- Retaining staff
- Training and development
- Culture vs. Subcultures
- Developing people managers
- Connecting with your team
3:00 - 3:15 - Break
3:15 - 4:35 - Cybersecurity Trends
- Social media risk landscape
- Malware, brand hijacking, lack of control over content
- Customer service dissatisfaction, record retention & employee posts
- Crisis management, bloggers disclosures, data leakage protection
- Tips and Best Practices
Agenda: DAY 2
9:00 - 10:10 - Financial Accounting: Operational Issues
- Accelerating Close Process
- Tips and Best Practices
10:10 - 10:15 - Break
10:15 - 11:30 - Valuation Best Practices
- Value drives decisions and results
- Strategy and planning, evaluating opportunities, negotiating and closing transactions, execution and integration
- Industry standards for valuation models
- Valuation of intangibles
11:30 - 11:35 - Break
11:35 - 12:50 - GenAI
- How companies are best using this revolutionary technology
- Use Cases in Accounting & Finance
12:50 - 1:20 - Lunch Break
1:20 - 2:45 - Fraud Risk Management
- Recent Trends
- Cases and Examples
2:45 - 2:55 - Break
2:55 - 4:30 - Third Party Risk Management
Speakers
Harmon Guron
KPMG
Director
Austin Wales
KPMG
Manager
Apoorva Bhagwat
Deloitte
Senior Manager
Cheryl Heskett
Deloitte
Senior Manager
Tom Moloughney
Deloitte
Senior Manager
Robin Rasmussen
KPMG
Partner
Peter Bradford
KPMG
Global Leader - Fraud
Jonathan Goldblatt
Kroll
Managing Director
Jon Medina
Protiviti
Managing Director
Alejandro Pardo
Effectus Group
Director
Dan Hansen
Protiviti
Managing Director
Emily Carroll
Effectus Group
Senior Manager
Matt Lepley
Connor Group
Partner
Sandra Tullis
Cronos Group
Global Head of Treasury
Andreas Chrysostomou
Kroll
Managing Director
David Nadell
Kroll
Director
Frank Deluccia
Kroll
Director
Nick Carrasco
Connor Group
Senior Manager
Werner Erasmus
Ernst & Young
Partner
Jonathan Shertok
Ernst & Young
EY Helix Global Product Leader
