All topics (188)

AICPA & CIMA Privacy Management Framework

Speaker: Thomas Patterson, CPA, CISA, CGEIT, CRISC

This session reviews Privacy Management Framework (PMF). This 2020 re-issued framework provides members (CPAs and CITPs) with relevant links to the EU’s General Data Protection Regulation (GDPR) and the AICPA’s Trust Services Criteria (TSC).

Developing a Coaching Culture

This video will discuss how companies and firms can focus on using the concepts of coaching to improve engagement.

Implementing Rolling Forecasts in Your FP&A Process

Speaker: Steve Player

This session shows you how to create a forward-looking FP&A process anchored by a proactive rolling forecast approach.

Become an Extraordinary Leader: Look Within

Speaker: Amber Setter

This conversation is filled with deep insights and practical frameworks to enhance your leadership effectiveness in a time such as this.

Cybersecurity - You have been breached! Now what?

Speaker: Steven Ursillo, CPA, CISSP, CISA

This session will discuss continued and emerging governance expectations from leadership and the techniques used to promote effective incident response strategies.

Evolution of Accounting and Finance – From Someone Who Has Been Through It!

Speaker: Chris Ortega, MBA

Demystify the hype from the reality and help steer you on a path that is right for your organization when it comes to piloting and implementing these new finance and accounting tools

Generational Views of FP&A Leadership

Speakers: Sarita Manzaneres, CPA, Assistant Controller, Emarsys North America, Indianapolis, IN; Rob Teis, CPA, CGMA, Senior Manager - Internal Audit, Dematic, Grand Rapids, MI; Chris Ortega, MBA; Renee Henderson, CPA, CGMA, Senior Financial Analyst, AICPA, Durham, NC

FP&A leadership is evolving from a professional, personal, and technology perspective. This session will help you learn from those on the front lines in FP&A leadership who provide their perspective, insights, and learning while navigating their careers. Topics covered include when, what, and how these professionals were able to continue to progress their careers from multiple vantage points.

AI & Machine Learning

Speakers: Sarita Manzaneres, CPA, Assistant Controller, Emarsys North America, Indianapolis, IN; Chris Ortega, MBA

This session will provide insights into the impact AI & machine learning has on people, processes, and technologies in FP&A. You will look at current technologies at a high level to review application in processes, teams, and overall FP&A expansion.

Power BI

Speakers: Chris Ortega, MBA; Rob Collie

Microsoft has quietly been turbocharging Excel by integrating industrial-strength business intelligence and reporting engines into it.

AI and the Impact It Will Have on FP&A

Speaker: Chris Ortega, MBA

This course will provide an overview of machine learning, artificial intelligence and the impact it will have on financial planning and analysis in the short and long term.