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
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
1–1:40 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
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.