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Controllers Conference

June 8, 2022

8:30 a.m.–4:20 p.m. ET

Ritz Charles, Carmel

8 hours (which includes up to 4 hours of A&A and/or 2 hours of Ethics) 

1.7 hours

6.7 hours  



Timely CPE for Corporate Finance Leaders

Budgeting, staffing and keeping your own finances in check—it’s a lot for you to tackle. Cut back on the guesswork by learning current best practices for your professional (and personal) success at this conference designed for members in corporate finance.

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8:30–9:20 a.m. General Session

Build Your Personal Net Worth (NLS)

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

By the nature of our work and training, financial professionals are more sophisticated than the general population about their own personal finances. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied with the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas that will add to and reinforce what you may already be doing.

9:20–9:30 a.m. Networking Break

It's time to network with colleagues and visit sponsor tables.

9:30–11:10 a.m. Breakout Sessions
  1. Effective Management Accounting (A&A) (NLS)

    Gary Cokins, CPIM, MBA, Analytics-Based Performance Management, LLC

    Most line managers do not trust their management accounting data. 21st Century management accounting develops cost/unit metrics that are useful for budgeting, cost analysis and control. Current methods bring truly accurate fact-based costing visibility, tracing costs and identifying cause-and-effect relationships rather than broadly allocating overhead. This information provides the ability to reveal the true profit margins for products and services as for specific customers including expenses for distribution channels, selling, marketing, and customer service. Removing the barriers caused by your current management accounting techniques can provide huge rewards.

  2. Fixing Systems Risk: Keys to Success (NLS)

    Tracy Cooper, CPA, TLB Services

    The system failed; it does not work. The system does not deliver as promised. Processes that used to work – suddenly blow up. Too often we work in an environment where one or more systems fail. We will discuss the two key causes why most business systems crash. What are the steps to take that will reduce system risk? Why do we unintentionally design systems that are doomed to fail? This session outlines multiple steps to reduce and hopefully eliminate system risks. Proper planning is essential. If you are a ‘Fix-it” person, then this session is for you

11:10–11:20 a.m. Networking Break

It's time to network with colleagues and visit sponsor tables.

11:20 a.m.–1 p.m. Breakout Sessions
  1. Corporate Ethics: Cases in Diversity and Inclusion (Ethics) (CLE)

    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.

  2. Measure What Matters (NLS)

    Gary Cokins, CPIM, MBA, Analytics-Based Performance Management, LLC

    Poor strategy execution frustrates many executives as their organizations struggle with performance improvement, making decisions using intuition in the absence of hard data. Corporate performance management (CPM) seamlessly integrates many methods including a strategy map and its balanced scorecard, profit margin analysis, and driver-based budgeting with rolling financial forecasts. A balanced scorecard aligns manager and employee behavior, actions, and priorities using key performance indicators (KPIs) with specific targets to enable accountability.

1–1:40 p.m. Networking Lunch
It's time to have lunch with colleagues and visit sponsor tables. Lunch is provided.  


1:40–3:20 p.m. Breakout Sessions
  1. Cash Management: Day to Day Best Practices (NLS)

    Tracy Cooper, CPA, TLB Services

    You may not currently manage cash, but cash management skills are likely to affect your future advancement. Poor liquidity can kill organizations or strong liquidity can enable growth. Your skill in managing cash can make you indispensable. This session will discuss cash flow as it relates to receivables, payables, debt, equity, profitability, growth and risk. Participants will work through different cash flow cases to understand situations they may encounter in their career.

  2. Cost and Pricing Models: Creating an Effective Tool (A&A) (NLS)

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

    If sales increase, so should profits. Yet, the opposite result often leaves executives scratching their heads. When organizations work with inferior cost information, they make mistakes in four specific situations. Bad information causes sellers to overprice easy, high-volume work and underprice difficult, low-volume work. This session discusses how to use activity-based costing data to build accurate costing models that consider far more than just the labor and materials necessary to provide goods and services.

3:20–3:30 p.m. Networking Break

It's time to network with colleagues and visit sponsor tables.

3:30–4:20 p.m. General Session

Panel Discussion: Attracting and Retaining Talent in a Post-COVID World (NLS)

Gary Cokins, CPIM, MBA, Analytics-Based Performance Management, LLC

Tracy Cooper, CPA, TLB Services

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

COVID changed how people worked, potentially forever. Many people liked working from home while others found it a challenge. Most people liked the extra time that ditching the commute provided but creating work/life balance could be challenging. Allowing people to access the company’s data remotely created increased data security problems and new questions such as who is going to pay for the equipment and space remote workers use. The solutions are usually not easy.