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Date / Time / Location

Thursday, April 19, 2018
8:00 AM - 4:00 PM
Registration: 7:30 AM

NJCPA Education Center425 Eagle Rock Avenue,
Roseland, NJ 07068
973-226-4494

CPE Credits

  • 8.00 CPE Credits in MC

Package Pricing

E-Materials: Save $20 and download your own materials.
  • $269.00 - Member
  • $369.00 - Non Member
Manual: You will receive a printed manual.
  • $289.00 - Member
  • $389.00 - Non Member

Course Developer

Take advantage of this all-in-one conference for CPAs working in private industry. Top instructors from Executive Education, Inc, CPA Crossings, LLC, and Board Advisory will share leadership secrets that CFOs and financial accountants can take advantage of. Choose from 3 sets of breakout sessions focusing on leadership, blockchain, forecasting, decision making, and more. Close the day with a discussion on trends most likely to affect financial management and what you should be doing about them.

Designed For

Middle and upper level corporate financial professionals

Highlights

Agenda

7:30-8 a.m.
Registration and Continental Breakfast


8-8:50 a.m.
Heartfelt Leadership: How Ethical Leaders Build Trusting Organizations (MT)

John F. Levy, MBA, CPA - Board Advisory
Leaders provide the culture, environment, values and incentives that foster and encourage change. Most importantly, great leaders create environments of trust that allow employees to challenge, innovate and work as teams. In a rapidly changing world, heartfelt leaders build great organizations. Understand the qualities of a great leader and find out how you can become a great and heartfelt leader no matter your title or place in an organization.

8:50-9 a.m.
Morning Break

9 a.m.-10:40 a.m.
Breakout Sessions (Choose one)
1A. 2018 Technology Update for CFOs (SK)
John H. Higgins, CPA, CITP, CISA - CPA Crossings, LLC
This session will provide a concise update of various technology trends and innovations with which CFOs should be familiar. The topics presented will include IoT (Internet of Things), 3D printing, artificial intelligence, data analytics, business intelligence and more.

1B. Prepare for a CFO Role (MT)
Richard Karwic, MBA - Executive Education, Inc.
Many accountants spend their early career trying to develop technical skills, yet a surprising proportion of public company Chief Financial Officers don't even have an accounting degree. What does it take to become a CFO and be successful once you get there? Whether you are early or late in your career, this session will provide valuable insights. Come hear stories of a real world CFO’s successes and failures.

10:40-10:50 a.m.
Break

10:50-12:30 a.m.
Breakout Sessions (Choose one)
2A. Becoming a Great Predictor: Create Better Forecasts (AA)
John F. Levy, MBA, CPA - Board Advisory
Imagine being able to see into the future with confidence. The ability to be a great forecaster is not innate but learned. By examining great forecasters, we can learn to improve our ability to predict the future. We will examine best practices and current research to improve our ability to predict events that will affect our business.

2B. Blockchain Technology: What Every CFO Should Know (SK)
John H. Higgins, CPA, CITP, CISA - CPA Crossings, LLC
Every so often, a new technology emerges that ultimately has a significant impact on accounting and finance: spreadsheet software, accounting software, cloud, etc. Blockchain technology has the potential to be the next “big thing.” It is getting a lot of attention from many of the thought leaders in the IT industry. This session will provide you with a practical and easy to understand explanation of Blockchain and the potential applications for it in accounting and finance.

12:30-1:20 p.m.
Lunch

1:20-3 p.m. Breakout Sessions (Choose one)
3A. Financial Management: Becoming and Staying Effective in the 21st Century (MT)
Richard Karwic, MBA - Executive Education, Inc.
Today’s effective financial leader must establish on-going credibility and adaptability to be effective. Finance professionals operate in a landscape of constant flux, yet financial management’s fundamental success skills do not vary. Hear veteran accounting speaker Richard Karwic discuss why some financial managers succeed while others fail.

3B. Accounting Fast and Slow: Thinking about Analysis (EC)
John F. Levy, MBA, CPA - Board Advisory
Do we really understand why we, and our companies, make the decisions? We may believe that we make decisions only after acquiring all the facts, carefully considering all the alternatives and logically choosing the best option. However, Nobel prize-winner in Economics Daniel Kahneman and his long-time collaborator Amos Tversky have proven in numerous experiments and studies that we make most decisions by intuition and not analysis. We will examine Kahneman and Tversky’s groundbreaking work and its implications on us, our companies and the accounting profession.

3-3:10 p.m.
Break


3:10-4 p.m.
Panel Discussion: Trends Most Likely to Affect Financial Management (MT)
John F. Levy, John Higgins & Richard Karwic
The three conference speakers will discuss current trends, speculate about which ones will affect financial management the most and what we should consider doing about them.
Pre-Registration Closed

Online pre-registration for this event is now closed.

9:00 AM to 10:40 AM
1A. 2018 Technology Update for CFOs (SK)

This session will provide a concise update of various technology trends and innovations with which CFOs should be familiar.  The topics presented will include IoT (Internet of Things), 3D printing, artificial intelligence, data analytics, business intelligence and more. 

Credits

  • 2.00 Credits of Category SK

9:00 AM to 10:40 AM
1B. Prepare for a CFO Role (MT)

Many accountants spend their early career trying to develop technical skills, yet a surprising proportion of public company Chief Financial Officers don't even have an accounting degree.  What does it take to become a CFO and be successful once you get there?  Whether you are early or late in your career, this session will provide valuable insights.  Come hear stories of a real world CFO’s successes and failures.

Credits

  • 2.00 Credits of Category MT

10:50 AM to 12:30 PM
2A. Becoming a Great Predictor: Create Better Forecasts (AA)

Imagine being able to see into the future with confidence.  The ability to be a great forecaster is not innate but learned.  By examining great forecasters, we can learn to improve our ability to predict the future.  We will examine best practices and current research to improve our ability to predict events that will affect our business.

Instuctor(s)

Credits

  • 2.00 Credits of Category AA

10:50 AM to 12:30 PM
2B. Blockchain Technology: What Every CFO Should Know (SK)

Every so often, a new technology emerges that ultimately has a significant impact on accounting and finance: spreadsheet software, accounting software, cloud, etc.  Blockchain technology has the potential to be the next “big thing.”  It is getting a lot of attention from many of the thought leaders in the IT industry.  This session will provide you with a practical and easy to understand explanation of Blockchain and the potential applications for it in accounting and finance.

Credits

  • 2.00 Credits of Category SK

1:20 PM to 3:00 PM
3A. Financial Management: Becoming and Staying Effective in the 21st Century (MT)

Today’s effective financial leader must establish on-going credibility and adaptability to be effective.  Finance professionals operate in a landscape of constant flux, yet financial management’s fundamental success skills do not vary.  Hear veteran accounting speaker Richard Karwic discuss why some financial managers succeed while others fail. 

Credits

  • 2.00 Credits of Category MT

1:20 PM to 3:00 PM
3B. Accounting Fast and Slow: Thinking About Analysis (EC)

Do we really understand why we, and our companies, make the decisions?  We may believe that we make decisions only after acquiring all the facts, carefully considering all the alternatives and logically choosing the best option.  However, Nobel prize-winner in Economics Daniel Kahneman and his long-time collaborator Amos Tversky have proven in numerous experiments and studies that we make most decisions by intuition and not analysis.  We will examine Kahneman and Tversky’s groundbreaking work and its implications on us, our companies and the accounting profession.

Instuctor(s)

Credits

  • 2.00 Credits of Category EC
John Higgins

John Higgins, CPA.CITP
CPA Crossings, LLC

John is the co-founder of CPA Crossings, LLC, which specializes in helping accounting, tax and financial professionals leverage technology. John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. This aids them in the transformation to a digital practice model that features paperless processes and leverages cloud computing. In 2015, John established CPA Crossings’ new Cloud Accounting Learning Center, which provides information and consulting services designed to help CPAs make the transformation to delivering client accounting services through the use of cloud based accounting systems and other tools. John recently co-authored Ten Steps to a Digital Practice in the Cloud, published by the AICPA.

Richard Karwic

Richard A. Karwic, M.B.A.
Executive Education, Inc.

Richard A. Karwic, MBA, is a management consultant with over 40 years of relevant financial and managerial experience. In addition to 15 years of broad-based management consulting, he has over 15 years of experience as Chief Financial Officer for several diverse businesses in a wide variety of industries. He has worked in over 100 businesses, including several divisions of well-known Fortune 500 companies. Richard lives in Wethersfield, Connecticut.

John Levy

John F. Levy, CPA, M.B.A.
CEO
Board Advisory

John F. Levy, MBA, CPA, is the CEO of Board Advisory, a firm that assists public companies, or companies aspiring to be public, with corporate governance, compliance, financial reporting and financial strategies. He has nine years’ experience with three large public accounting firms and served as CFO of both public and private companies. John currently is on the boards of three public companies and three non-profits, serving as Chairman of one company and audit committee chair of another. He graduated from the University of Pennsylvania’s Wharton School of Business.

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Pre-Registration Closed

Online pre-registration for this event is now closed.