Business & Industry Miniseries Fall
Date/Time
11/14/2024
8:30 AM - 4:15 PM Central
8:30 AM - 4:15 PM Central
Event Registration
Event Type(s)
NDCPAS Events
Event Description
This is a one day virtual event with multiple speakers that will cover multiple topics and trends in business and industry. This series is designed for people who are, or aspire to be, chief financial officers.
Agenda:
8:30 AM - 10:10 AM
A1. Dynamic Rolling Forecasts vs. Annual Budgets
Carl Siedman, CSP, CPA
While budgeting serves as a roadmap for resource allocation and goal setting, forecasting is critical for agile planning and decision-making. Look at the dynamics of rolling forecasts and how they can help predict future financial outcomes in real time. Discover modeling techniques that update data in minutes and roll forecast scenarios instantaneously. Get tips on driver-focused financial modeling, financial metrics, reporting and performance improvement. Explore real-life methods and leave with a firm grasp of how to integrate rolling forecasts and budgeting into a cohesive financial planning framework that supports effective decision-making, risk mitigation and resource allocation.
Credit: 2 CPE Finance – Technical
10:20 AM – 12:00 PM
B1. Business Fraud Prevention and Deterrence for Management
John Hall, CPA
Every business entity faces the risk of fraud – regardless of size, industry, location or sophistication. And accounting, finance, audit and controls experts like us are looked upon as the experts on effective prevention & deterrence activities and daily behaviors.
In this session we’ll lay out a proven six-part prevention framework for use in any organization. You’ll come away with specific actions to take or avoid as you create, build or strengthen your own or your client’s anti-fraud environment.
Key Takeaways:
12:00 PM – 12:30 PM | Lunch
12:30 PM – 1:20 PM
C1. Secrets of Rockstar CFOs
Jack McCullough, President & Founder, The CFO Leadership Council
Join Jack McCullough, the visionary behind The CFO Leadership Council, as he unveils the coveted wisdom found in his acclaimed book, "The Secrets of Rock Star CFOs." Delve into McCullough’s in-depth exploration, where he speaks with over forty top-tier CFOs worldwide, spanning from burgeoning Silicon Valley ventures to revered Fortune 50 giants. Uncover the nine defining characteristics that distinguish these financial luminaries and embark on a transformative journey toward mastering the art of CFO success.
Key Takeaways:
1:30 PM – 3:10 PM
D1. Using ChatGPT with Excel
Brian L. Smith, CPE.CITP, CISA
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet.
Key Takeaways:
3:20 PM – 4:10 PM
E1. Building Your Personal Board of Directors
Kelsey Buell, Founder, You Flourish Company
In this interactive virtual workshop, "Building Your Personal Board of Directors, " Kelsey Buell with You Flourish Company will lead you through a curated experience where we will explore the power of building a strong support network tailored to your unique needs and aspirations.
This event will differentiate between mere networking and instead how to form more deep, supportive relationships. You will learn how to strategically choose individuals who can offer guidance, support, and diverse perspectives, helping you to achieve your goals with confidence and clarity. You’ll gain insights on leveraging these relationships to overcome obstacles, foster personal growth, and drive professional success.
Key Takeaways:
Agenda:
8:30 AM - 10:10 AM
A1. Dynamic Rolling Forecasts vs. Annual Budgets
Carl Siedman, CSP, CPA
While budgeting serves as a roadmap for resource allocation and goal setting, forecasting is critical for agile planning and decision-making. Look at the dynamics of rolling forecasts and how they can help predict future financial outcomes in real time. Discover modeling techniques that update data in minutes and roll forecast scenarios instantaneously. Get tips on driver-focused financial modeling, financial metrics, reporting and performance improvement. Explore real-life methods and leave with a firm grasp of how to integrate rolling forecasts and budgeting into a cohesive financial planning framework that supports effective decision-making, risk mitigation and resource allocation.
Credit: 2 CPE Finance – Technical
10:20 AM – 12:00 PM
B1. Business Fraud Prevention and Deterrence for Management
John Hall, CPA
Every business entity faces the risk of fraud – regardless of size, industry, location or sophistication. And accounting, finance, audit and controls experts like us are looked upon as the experts on effective prevention & deterrence activities and daily behaviors.
In this session we’ll lay out a proven six-part prevention framework for use in any organization. You’ll come away with specific actions to take or avoid as you create, build or strengthen your own or your client’s anti-fraud environment.
Key Takeaways:
- Identify 5 common mistakes in business fraud prevention efforts
- Analyze the state of readiness in your organization or largest client
- Build a response to those who believe “It simply cannot happen here!”
- Examine a proven six-part prevention framework for use in any organization
- Build your own tailored action list in support of your prevention goals
12:00 PM – 12:30 PM | Lunch
12:30 PM – 1:20 PM
C1. Secrets of Rockstar CFOs
Jack McCullough, President & Founder, The CFO Leadership Council
Join Jack McCullough, the visionary behind The CFO Leadership Council, as he unveils the coveted wisdom found in his acclaimed book, "The Secrets of Rock Star CFOs." Delve into McCullough’s in-depth exploration, where he speaks with over forty top-tier CFOs worldwide, spanning from burgeoning Silicon Valley ventures to revered Fortune 50 giants. Uncover the nine defining characteristics that distinguish these financial luminaries and embark on a transformative journey toward mastering the art of CFO success.
Key Takeaways:
- Discover how and why the role of the CFO has evolved into a strategic and operational leader.
- Understand the inherent skills and proficiencies your executive team, board, and other key stakeholders expect you to possess from day one.
- Gain an overview of the new responsibilities the CFO role now oversees.
- Learn how a CFO can leverage a nimble strategic and operational mindset designed to deliver value in multiple organizational settings.
- Explore how to effectively partner across functions and up and down an organizational chart in any environment.
- Discover how strong CFO leadership can drive tangible value for business growth.
- Discover how to increase the influence of Finance across the business.
1:30 PM – 3:10 PM
D1. Using ChatGPT with Excel
Brian L. Smith, CPE.CITP, CISA
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet.
Key Takeaways:
- Identify opportunities to leverage ChatGPT to improve your Excel skills and productivity
- Use ChatGPT with Excel formulas
- Recall the best practices for using ChatGPT with Excel
3:20 PM – 4:10 PM
E1. Building Your Personal Board of Directors
Kelsey Buell, Founder, You Flourish Company
In this interactive virtual workshop, "Building Your Personal Board of Directors, " Kelsey Buell with You Flourish Company will lead you through a curated experience where we will explore the power of building a strong support network tailored to your unique needs and aspirations.
This event will differentiate between mere networking and instead how to form more deep, supportive relationships. You will learn how to strategically choose individuals who can offer guidance, support, and diverse perspectives, helping you to achieve your goals with confidence and clarity. You’ll gain insights on leveraging these relationships to overcome obstacles, foster personal growth, and drive professional success.
Key Takeaways:
- Understanding the Role and Value of a Personal Board of Directors: Learn how having a diverse group of advisors can provide deep, meaningful relationships that support your personal and professional goals.
- Practical Steps to Cultivate Your Board: Identify key areas where you need support and find the right people who can help you succeed in those areas.
Location
Setting: Live Virtual
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| 11/14/2024 |    |
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