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Controllers Conference

Virtual Agenda

Date: June 8-9, 2020

DAY 1

8:30–9:20 A.M. General Session

Preparing for a CFO Role

John L. Daly, CPA, CMA, CPIM, 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.

 

9:20–9:30 A.M. Break

It's time to stretch and get a coffee refill.

 

9:30–11:10 A.M. General Session

Optimizing Working Capital Management

Dana Johnson, CPA, CMA, Ph.D., Johnson Professional Services, LLC

“Cash is king.” Strong working capital management enhances growth, profitability and liquidity, while substantially reducing risk. This session discusses proven techniques to manage through the peaks and valleys for longer term stability.

 

11:10–11:20 A.M. Break

It's time to stretch and get a coffee refill.

 

11:20 A.M.–12:10 P.M. General Session

Advice to My Younger Self

Dana Johnson, CPA, CMA, Ph.D., Johnson Professional Services, LLC, Bob Mims, CPA, The Knowledge Institute, and John L. Daly, CPA, CMA, CPIM, MBA, Executive Education, Inc.

The conference’s three speakers will discuss advice they would give to themselves, or other younger professionals, upon looking back at successes, failures and struggles of their careers.

 


DAY 2


8:30–10:10 A.M. General Session

Numbers Rule the World, But They Don't Speak the Words

Bob Mims, CPA, The Knowledge Institute

How can a numbers person master words and communication in an ever-changing and social dynamic? This session will reveal common communication mistakes financial professionals make and suggest solutions. Topics discussed include:

  • When should I text, email, phone or meet?
  • How to write emails that people actually read
  • How to say “no” tactfully
  • How to communicate information so others understand
  • Identifying the big picture and your communications role

 

10:10–10:20 A.M. Break

It's time to stretch and get a coffee refill.

 

10:20 A.M.–Noon General Session

Corporate Ethics: Cases in Diversity & Inclusion

John L. Daly, CPA, CMA, CPIM, MBA, Executive Education, Inc.

The AICPA Code of Professional Conduct makes it clear that workplace harassment and discrimination is unacceptable but gives little further guidance. Other behavior standards can help us fill the gaps. This session will discuss cases involving ethical issues relating to diversity, sexually hostile work environments, gender identity and discrimination.