Take advantage of this all-in-one workshop for CPAs working in private industry. Top instructors will share leadership secrets that CFOs and financial accountants can take advantage of. Choose from 3 sets of breakout sessions focusing on personal growth, internal audits, cost of capital, compliance and financial statements. Close the day with a discussion on lessons learned from 3 business veterans.
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.
8 Attributes of Successful People (MT)
Don Minges, MBA - The Numbers Guy CFO, LLC
What makes people successful? What do they do differently? The answer is - a lot.
Successful people have a plan that we all can follow. This session will review the steps
and actions successful people take and how we all can become more successful!
If you want to succeed and hate to fail, this session is for you.
8:50–9 a.m.
Break
9–10:40 a.m.
Concurrent Sessions. Please Choose one:
1A. Making Internal Audit an Asset for the CFO (AA)
Charles Silvey, CPA - Executive Education, Inc.
Sarbanes Oxley (SOX) created a specific deliverable for Internal Audit causing many CFO’s
to underutilize this important resource by not focusing on the other areas where Internal
Audit can improve controls and productivity and reduce cost and risk. In this session
veteran Chief Audit Executive Charles Silvey will discuss often overlooked opportunities
for internal audit to add value.
1B. Dream Wide Awake: Overcoming What Limits You in Life! (MT)
Sherré L. DeMao, CGS - BizGrowth, Inc.
With more than 30 years working with entrepreneurs and their employees, Sherré has been
able to identify five wishful thinking mindsets and six fearful thinking mindsets that
hold individuals back from reaching their goals and achieving their desired level of
success in life and at work.
Based on her nationally acclaimed book, Me, Myself & Inc., DREAM WIDE AWAKE will help you
shift your thinking from can’t imagine to can-do, inspiring and motivating audience you
to take action and shift from daydreaming to dream doing!
10:40–10:50 a.m.
Break
10:50 a.m.–12:30 p.m.
Concurrent Sessions. Please Choose one:
2A. 4 Critical Factors to Create Sustainable Growth (MT)
Sherré L. DeMao, CGS - BizGrowth, Inc.
The world changes rapidly. If your business strategy is not built on this premise, you are
already falling behind. Intelligence, emotional acumen, agility, and profitability are all
critical to growth, and essential amidst constant change.
Based on validated research and best practices, this session will introduce you to a
Sustainable Growth Model™ to enhance your organization's ability to grow organically
through four critical success factors: 1) Intelligence Quotient (IQ); 2) Emotional
Quotient (EQ); 3) Velocity Quotient (VQ); and 4) Profitability Quotient (PQ).
When all four quotients operate at high levels, you are in the best possible position
for sustainable, value-building growth.
2B. Cost of Capital: What is it and How to Use it (CS)
Don Minges, MBA - The Numbers Guy CFO, LLC
Every business needs capital, and capital has a cost. Debt and equity providers demand a
return and the combination is the organization’s cost of capital. This session discusses
how to calculate the cost of capital, how to use it to make superior business decisions
every day and some common ways organizations misuse this number.
12:30–1:20 p.m.
Lunch
1:20–3 p.m.
Concurrent Sessions. Please Choose one:
3A. Balance Sheet Management: The Least Understood Risk (AA)
Don Minges, MBA - The Numbers Guy CFO, LLC
Most companies manage their income statement, but many organizations virtually ignore
the balance sheet until balance sheet problems create seemingly insurmountable problems.
This session discusses how to analyze and manage your financial statements more
holistically allowing you to identify and correct balance sheet issues early.
The session will also examine several crucial ideas you can incorporate into your
analyses to enhance performance and reduce risk. Every organization needs these skills!
3B. Foreign Corrupt Practices Act: Practical Compliance (AA)
Charles Silvey, CPA - Executive Education, Inc.
Since 1977 the Foreign Corrupt Practices Act (FCPA) has haunted United States Corporations.
With the SEC and DOJ handing out fines and sanctions against companies, it is a bad idea
to be on the wrong side of this law as the penalties and impact to business as usual will
be severely disrupted. This session will help you understand how this law actually affects
doing business overseas. The two main provisions involve accounting transparency bribing
foreign officials. Understand the practical steps you need to take to prevent a conflict
with the new FCPA Corporate Enforcement policy. Veteran Chief Audit Executive Charles
Silvey will provide you perspective and practical guidance to reduce your company’s risk.
3–3:10 p.m.
Break
3:10–4 p.m.
Lessons Learned from 3 Business Veterans (MT)
Sherré L. DeMao, CGS - BizGrowth, Inc.
Don Minges, MBA - The Numbers Guy CFO, LLC
Charles Silvey, CPA - Executive Education, Inc.
The conference’s closing session will be a panel discussion where the three conference
speakers share lessons learned from their decades-long careers.
COURSE LEVEL
Basic
8:00 AM to 8:50 AM
General Session: 8 Attributes of Successful PeopleWhat
makes people successful? What do they do differently? The answer is - a lot.
Successful people have a plan that we all can follow. This session will review
the steps and actions successful people take and how we all can become more
successful! If you want to succeed and hate to fail, this session is for
you.
Credits
- 1.00 Credits of Category MT
9:00 AM to 10:40 AM
1A. Making Internal Audit an Asset for the CFO (AA)Sarbanes
Oxley (SOX) created a specific deliverable for Internal Audit causing many CFO’s
to underutilize this important resource by not focusing on the other areas where
Internal Audit can improve controls and productivity and reduce cost and risk.
In this session veteran Chief Audit Executive Charles Silvey will discuss often
overlooked opportunities for internal audit to add
value.
Credits
- 2.00 Credits of Category AA
9:00 AM to 10:40 AM
1B. Dream Wide Awake: Overcoming What Limits You in Life! (MT)With
more than 30 years working with entrepreneurs and their employees, Sherré has
been able to identify five wishful thinking mindsets and six fearful thinking
mindsets that hold individuals back from reaching their goals and achieving
their desired level of success in life and at work.
Based on her
nationally acclaimed book, Me, Myself & Inc., DREAM WIDE AWAKE will help you
shift your thinking from can’t imagine to can-do, inspiring and motivating
audience you to take action and shift from daydreaming to dream
doing!
Credits
- 2.00 Credits of Category MT
10:50 AM to 12:30 PM
2A. 4 Critical Factors to Create Sustainable Growth (MT)The
world changes rapidly. If your business strategy is not built on this premise,
you are already falling behind. Intelligence, emotional acumen, agility, and
profitability are all critical to growth, and essential amidst constant
change.
Based on validated research and best practices, this session will
introduce you to a Sustainable Growth Model™ to enhance your organization's
ability to grow organically through four critical success factors: 1)
Intelligence Quotient (IQ); 2) Emotional Quotient (EQ); 3) Velocity Quotient
(VQ); and 4) Profitability Quotient (PQ). When all four quotients operate at
high levels, you are in the best possible position for sustainable,
value-building growth.
Credits
- 2.00 Credits of Category MT
10:50 AM to 12:30 PM
2B. Cost of Capital: What is it and How to Use it (CS)Every
business needs capital, and capital has a cost. Debt and equity providers demand
a return and the combination is the organization’s cost of capital. This session
discusses how to calculate the cost of capital, how to use it to make superior
business decisions every day and some common ways organizations misuse this
number.
Who
should understand your organization’s Cost of Capital? You do! Even if you are not yet the CFO, you
need to thoroughly understand the Cost of Capital and its use. Knowing the Cost of Capital allows
managers to literally “Get
the biggest bang for the buck.”
If
you want to enhance your corporate finance skills, this session is for
you.
Credits
- 2.00 Credits of Category CS
1:20 PM to 3:00 PM
3A. Balance Sheet Management: The Least Understood Risk (AA)Most
companies manage their income statement, but many organizations virtually ignore
the balance sheet until balance sheet problems create seemingly insurmountable
problems. This session discusses how to analyze and manage your financial
statements more holistically allowing you to identify and correct balance sheet
issues early. The session will also examine several crucial ideas you can
incorporate into your analyses to enhance performance and reduce risk. Every
organization needs these skills!
Credits
- 2.00 Credits of Category AA
1:20 PM to 3:00 PM
3B. Foreign Corrupt Practices Act: Practical Compliance (AA)Since
1977 the Foreign Corrupt Practices Act (FCPA) has haunted United States
Corporations. With the SEC and DOJ handing out fines and sanctions against
companies, it is a bad idea to be on the wrong side of this law as the penalties
and impact to business as usual will be severely disrupted. This session will
help you understand how this law actually effects doing business overseas. The
two main provisions involve accounting transparency bribing foreign officials.
Understand the practical steps you need to take to prevent a conflict with the
new FCPA Corporate Enforcement policy. Veteran Chief Audit Executive Charles
Silvey will provide you perspective and practical guidance to reduce your
company’s risk.
Credits
- 2.00 Credits of Category AA
3:10 PM to 4:00 PM
General Session: Lessons Learned from 3 Business Veterans (MT)The
conference’s closing session will be a panel discussion where the three
conference speakers share lessons learned from their decades-long
careers.
Credits
- 1.00 Credits of Category MT