AICPA CFO Conference 2018 - American Institute Of CPAs


Event Overview:

During the AICPA's 2017 CFO Conference, we will focus on the profound changes shaping the world today, insights into what tomorrow will hold and how you can respond as a CFO, with better, more strategic decisions.

The CFO's perspective serves as the foundation of every session, including our keynote forecasts in economics, politics and leadership. We will also examine what's coming own the line in tax reform, strategic planning, risk management, cloud operations and much more, so you can map a thoughtful course of action, one that will lead to success in the year ahead and beyond.

Attendee Information:

Why Attend

Your AICPA 2017 CFO Conference steering committee has created a unique program that will help you and your organization define a clear path to success. Seasoned CFOs from across the country have created and developed sessions that provide the latest updates, innovations and anticipated trends to keep you on the cutting edge.

Exhibitor Information:

This intensive event is packed with key issues for CFOs across three days of workshops, the main conference and bonus content added this year. This unique conference is developed by CFOs for CFOs providing the information and tools executives need to engage and prosper in the global economy. Attendees will have the opportunity to build their personal network with peers, speakers and committee members during interactive sessions, open forum discussions, networking receptions, and daily networking luncheons.

Reach and sell CFOs, other c-suite executives and CPA professionals

Only AICPA delivers a national audience of top-level CPA professionals! At this and all AICPA Conferences, you benefit from quality audience and exciting exhibit hall programs that create maximum selling time.


Consultants and Leaders in:

• Account Reconciliation Software

• Accounting and Auditing

• Accounting Packages

• Analytic Services

• AR/AP Outsourcing

• Automation/Paperless

• Budgeting Software

• Cloud Computing/Cloud Solutions

• Cyber Security Solutions

• Dashboard Software

• Data Analytics Systems

• Data Security

• Data Warehousing

• ERP and CRM systems

• Executive Recruiters

• Executive Training

• Financial Planning & Analysis Tools

Financial Services/Business Advisory

• Forecasting Tools

• Fraud Prevention

• Health Insurance Alternatives

• Health Management Finance

• Information Management

• Insurance brokers

• Payroll/Payment Systems

• Pricing Systems

• Process Efficiency Solutions

• Reporting Tools

• Risk Strategies & Management

• Social Media Tools

• Tax Automation

• Technology/IT Services

• Website Management

• Workflow

About AICPA:

Founded in 1887, the AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. The AICPA develops standards for audits of private companies and other services by CPAs; provides educational guidance materials to its members; develops and grades the Uniform CPA Examination; and monitors and enforces compliance with the profession’s technical and ethical standards.

The AICPA’s founding established accountancy as a profession distinguished by rigorous educational requirements, high professional standards, a strict code of professional ethics, a licensing status and a commitment to serving the public interest.


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May 2   

7:30 AM - 4:55 PM

Registration and Information Center Open

7:30 AM - 8:00 AM

Continental Breakfast

8:00 AM - 11:30 AM


101. Crucial Conversations and the Power of Empathic Listening - [PD]


  Donna Salter, Senior Manager Young Member Initiatives, AICPA

Whether it's a problem with poor quality, employee challenges, declining customer satisfaction, or a strained relationship, if you cannot talk honestly you can expect poor results. When we fail at crucial conversation, every aspect of our lives can be affected. The most basic human need—beyond basic survival instincts—is the need to be heard and understood. Leadership at all levels is accomplished through influence which begins with effective communication. This interactive session will sharpen your empathic listening skills and help you improve personal and professional relationships.

Learning Objectives:

Improve communication

Enhance listening skills

102. Everyone's in Sales - [MS]


  Todd Cohen, Speaker and Author, SalesLeader LLC

Increase revenue, strengthen relationships and improve client satisfaction. Using humor and real-life examples, Todd demonstrates how every conversation is a “selling moment” and how everyone can contribute to the growth and profitability of the organization.

103. Open Book Management - [BMO]


  Chris McKittrick, CFE, MBA, Manager, Information Systems Audit, NC Office of the State Auditor

Open Book Management (OBM) is a lot more than you may think. You may wonder if it something that you can do … and will it work. Yes it can!

OBM is a unique methodology and approach to running a company. It is based on a simple, yet powerful belief, “When employees think, act and feel like owners….everybody wins.” This thoroughly tested operating system (as explained in Jack Stack’s bestselling book, The Great Game of Business) teaches your people the fundamentals of business, involves them at levels they may never have been involved before, holds them accountable and provides them a stake in the outcome.

In this session, you will be involved in exploring the following topics:

Know & Teach the Rules

Assessing your organization’s financial literacy level

Using financial training bites to engage your team

Establishing a Critical Number

Provide a Stake in the Outcome including Bonus Plan design in OBM and MiniGames as incentives

11:30 AM - 12:30 PM

Lunch on Your Own

12:30 PM - 12:40 PM

Welcome and Introduction

12:40 PM - 1:30 PM


1. The New NYC Landscape - [SK]

Signe Nielsen, RLA, FASLA, Principal, Mathews Nielsen Landscape Architects, P.C.

New York has seen a magnificent and inspiring re-birth since the tragedies of September 11, 2001. As a community, the citizens and leaders of New York have been careful and deliberate in the revitalization and reconstruction that has taken place these past 16 years. Signe Nielsen, Founding Principal at Mathews Nielsen Landscape Architects has worked on the forefront of this renaissance not only at the design firm level, but also serving as President of the Public Design Committee for the City of New York. Her personal body of work has focused on environmental integrity and transformation of urban space. From a design and urban planning perspective, Ms. Nielsen will present a compelling case study of the processes and considerations she has personally been involved in the renewal of the City of New York.

1:30 PM - 2:20 PM


2. Thriving in Disruptive Times - [SK]


  Kimberly N. Ellison-Taylor, CPA, CGMA, Chairman of the American Institute of CPAs' Board of Directors

Technological advancements, geopolitical shifts, demographic changes and other external forces are disrupting business and shaping the accounting profession. From the future of audit to the evolving role of finance, AICPA Chairman Kimberly Ellison-Taylor, CPA, CGMA, discusses the current state of the accounting profession and opportunities that build on our strength to drive a dynamic future.

2:20 PM - 2:50 PM

Networking Break - Refreshments & Vendor Displays

2:50 PM - 4:05 PM


3. What the DOJ can do to you - [SK]


  Sidney Powell, President, Sidney Powell PC

Discussing real time events in light of the best-selling book LICENSED TO LIE: Exposing Corruption in the Department of Justice.

With the stroke of a pen on a grand jury indictment, the Enron Task Force destroyed Arthur Andersen LLP and its 85,000 jobs world-wide--only to be reversed three years later by a unanimous Supreme Court because Andersen's conduct was not criminal and the prosecutors had persuaded the judge to take criminal intent out of the jury instructions. They then turned their sights to Merrill Lynch and sent four Merrill Lynch executives to prison on an indictment that criminalized innocent business conduct while they hid the evidence that showed the defendants were innocent. Stay tuned . . . there's more.

4:05 PM - 4:55 PM


4. Professional Presence: Effective Strategies to Boost Credibility & Confidence - [PD]

Patsy Cisneros

Experience a motivating and informational session for professionals to learn effective no-cost to low-cost strategies to boost credibility and project comfortable confidence to colleagues, clients, and prospective clients. These Professional Presence practices will project on the outside the quality of your knowledge, skills, and experience and the quality of your services by the way you look, speak and behave. From introvert to extrovert, these uncomplicated strategies will make a positive difference in your career!

Learn to apply body language skills to project your knowledge and credibility.

Discover the top five insider tips about clothing choices that says "I mean business."

5:00 PM - 6:00 PM

Welcome Reception

May 3   

6:30 AM - 5:30 PM

Registration and Information Center Open

6:30 AM - 8:00 AM

Continental Breakfast

7:00 AM - 7:50 AM


201. Containing Costs in Healthcare - What Can Employers Do? - [SK]


  Anthony Carlozo, Consultant, Trion

Healthcare premiums have spiraled out of control – continually rising with no relief in sight. During this challenging period, employers have needed to shift all or part of these costs to employees. The fact that wages are stagnant or rising slowly, puts great pressure on the company's workforce. The Dilemma Companies Face: How to Address this Imbalance. This is where CFOs, Controllers, and Finance can play a major role - by helping to cut back costs and thus narrow the gap between employee premiums and compensation. In this session, Anthony Carlozo of Trion will present the benchmarks, levers employers can pull, and demonstrate various case studies to illustrate the impact of some of the techniques he will discuss.

Learning Objectives:

Understand the state of the market and benchmarks

Learn the cost containment strategies available to the marketplace

Talk through real life case studies of several strategies

202. Three Trends Poised to Transform the Future of Work - [PHR]

Rapid advances in technology—from workforce analytics to augmented intelligence (AI)—are changing the way people work, collaborate, and demonstrate value. With this in mind, there are three pivotal trends poised to transform the near-term future of work. In this session, Dr. Jarik Conrad, senior director, human capital management innovation at Ultimate Software, will outline three pivotal trends of import to HR, payroll and finance leaders in 2018, and offer bold strategies to help businesses create a more powerfully innovative and performant organization.

203. From innovating to driving impact: How to capitalize on the FinTech boom and transform your business - [SK]

John McLeod, VP of Marketing, VersaPay, Toronto, Ontario, Canada

The emergence of digital disruption, artificial intelligence and FinTech is upon us! What are you actively doing to drive impact in your organization in this business environment?

Today’s CFO must be agile in their business, ambitious with their goals, and effective in how they manage their teams through the changing business environment. They need to fully incorporate financial technologies available to them in order to drive impact on their business and beat the competition.

In this session, John McLeod, VP Marketing at VersaPay, will take you on a journey through how companies have successfully capitalized on the FinTech boom, adopted automation into their corporate strategy, transitioned financial operations to a digital platform to effectively transact with customers, and demonstrated leadership in their industry.

Session attendees will learn:

How today's CFO must be progressive and agile by incorporating financial technologies into their business practices in order to be an industry leader.

Learn how companies have capitalized on the FinTech boom by automating their corporate strategy and transitioning financial operations on to a digital platform to more effectively interact with their customers.

7:50 AM - 7:55 AM

Change Break

7:55 AM - 8:00 AM

Announcements and Introduction

8:00 AM - 8:50 AM


5. Economic Update - [ECO]


  James Glassman, Managing Director, JPMorgan Chase

With big changes at the Fed, with our tax laws and increasing global tensions, understanding the prospects for both the UW and world economy has never been more important. Join us as Jim Glassman, Chief Economist for JP Morgan Chase gives us insight into what to expect from the coming year. The discussion will include thoughts on the market, interest rates and factors that impact all of us in both our business and personal lives.

8:50 AM - 9:00 AM

Change Break

9:00 AM - 10:15 AM


6. HR Update - [PHR]

Tyree Jones, JD, Partner, Reed Smith LLP

During the session the speaker will discuss the #MeToo Movement and Its Implications for the C-Suite and Board of Directors.

7. So, What DO you DO? - [MS]


  Todd Cohen, Speaker and Author, SalesLeader LLC

Todd’s message is relevant to any organization striving to increase revenue, strengthen relationships and improve client satisfaction. Using humor and real-life examples, Todd demonstrates how every conversation is a “selling moment” and how everyone can contribute to the growth and profitability of the organization.

Learning objectives:

Increase revenue, strengthen relationships and improve client satisfaction.

10:15 AM - 10:45 AM

Networking Break - Refreshments & Vendor Displays

10:45 AM - 12:00 PM


8. GAAP Update - [A]

Description coming soon.

9. Leading the Shift: Leadership for Financial Professionals in the 21st Century - [PD]

Today’s reality is that leadership requires people with high levels of awareness and emotional intelligence who can empower, engage and align the team members. In a world of business talk and strategic think, Jeff is a rare voice for a new way of leading. Attendees will connect to a transformational leadership model designed to help anyone improve their leadership skills and enhance their personal and team effectiveness and execution. Attendees leave the session with new communication and accountability tools, team engagement and alignment strategies, and tactics to improve execution, influence and impact.

12:00 PM - 12:30 PM


12:30 PM - 1:20 PM


10. Future of Finance - [F]


  Ash Noah, CPA, CGMA, VP External Relations, AICPA

Digital disruption is making current business models obsolete and organizations have no option but to leverage technology and data in order to transform or become a casualty.

The Finance Function faces unprecedented challenges and must drive its own transformation agenda to adopt a new business model and help drive business transformation.

Join Ash Noah, CPA, CGMA, from the Association of International Certified Professionals Accountants, as he shares research and insights on the impact of technology on the Finance function of the future and the imperative for organizations to adopt a new operating model for finance.

Learning Objectives:

Understand the impact of technology on Finance and the future role of Finance.

Applying the new Finance Operating Model for Modernizing Finance.

Understand the Finance competencies required for the future.

1:20 PM - 2:35 PM


11. Financial Management Analytics: How to evolve from the ‘single version of the truth’ to ‘multiple versions of outcomes - [F]


  Richard Fox, CPA, VP Data Science & Analytics, Apex Parks Group
  Roland Mosimann, President, AlignAlytics

For years Finance has pursued the ‘holy grail’ of a single version of the truth through greater governance of data and standardization of process and systems. While this often elusive goal is of great value it remains a rearview mirror. Leading finance functions in today’s disruptive and changing environment build on that ‘truth’ to guide the rest of the organization to better anticipate future scenarios and outcomes … and therefore how to course correct when they occur. Learn how high performing companies have accomplished this challenge with more effective use of data and analytics incorporating predictive analytics and machine learning with use cases and examples from industry.

2:35 PM - 2:55 PM

Networking Break - Refreshments & Vendor Displays

2:55 PM - 4:10 PM


12. Private Equity & Financing Panel - [SK]


  Brenda Morris, CPA, CMA, MBA, CGMA, CFO, Apex Parks Group
  John Overbay, Vice President, The Carlyle Group
 Andy Cox

Banking, Private Equity & Financing Strategies:  Opportunities for CFOs

Learning Objectives:

Update on the financing markets, lending and investors for companies.

Current and up to date information on how companies are funding operations and growth from the experts.

Information on creative ways to find funding you may not have known or may not have understood.

How to build relationships that will allow you to weather most any circumstances in your organizations.

An opportunity to ask experts what the RIGHT questions are when looking for partners.

Resources for the future.

Answers to YOUR questions!

13. Leadership Qualities That Matter - [PD]


  Richard Finnegan, CEO, C-Suite Analytics

Learn the five part business-driven solution that gives leaders and managers a proven solution to cut turnover and improve employee engagement they can implement immediately.

Learning Objectives:

Cut Your Turnover

Improve Employee Engagement

Improve Revenue and Profitability

4:10 PM - 4:15 PM

Change Break

4:15 PM - 5:30 PM


14. Elevate Your Brand - [SK]

Dima Ghawi, Leadership Speaker & Coach, Dima Ghawi, LLC, Baton Rouge, LA

Brands have the power to influence people’s perception, and by understanding your personal and company’s brands, you have the power to strengthen the perception of your uniqueness and value.

In this presentation, through humorous stories, provoking messages, and engaging activates, Dima shares with her audience three elements of professional branding by looking:

Inward: understanding the strengths that you have to offer

Outward: projecting a positive external and online presence

Onward: using your internal and external brand to reach your goals

These elements inspire the audience to become intentional in projecting a professional image and owning their unique brands, which will propel them forward towards their goals and empowers them to expand their potential.

Attendees will learn to:

Increase self-awareness

Increase competitiveness and job performance.

Reception time to 5:30am-6:30am

6:00 PM - 7:00 PM


May 4   

6:30 AM - 12:25 PM

Registration and Information Center Open

6:30 AM - 8:00 AM

Continental Breakfast

7:00 AM - 7:50 AM


SS1. IRS ACA Penalties are in the Millions - Learn how to Defend your Organization - [SK]

Joanna Kim-Brunetti, VP, Regulatory Affairs, First Capitol Consulting
John Leathers, Director of Product Implementation, First Capitol Consulting

The IRS has started to enforce companies’ compliance with the Affordable Care Act for the 2015 filing year. We have already seen Letter 226J penalty notices in the millions of dollars; one as high as $17 million. More are sure soon to follow. Many employers are unaware that they are at risk because they don’t realize the information errors that are reflected in their ACA filings with the IRS. Additionally, companies may have failed to recognize that ACA penalties can be a contingent liability that must be reported in their financial statements. In this session, ACA experts will discuss how employers can identify potential errors in their ACA compliance process and what steps they should take in case they face an IRS tax penalty.

SS2. Leasing from a Tenant Perspective - [SK]


  Judson Wambold, Partner, Tactix Real Estate Advisors
  Douglas Simon, Partner, Tactix Real Estate Advisors

1. What are the 3 “myths” that keep tenants from getting the best deals

myth of market

myth of transparency

myth of power

2. Understand the trap of renewing your lease too early

how much is earlier rent reduction really worth?

how much are you giving up by not going into the market to compete your requirement?

3. Learn the 5 key numbers that will tell you how low your current landlord should go to renew your lease

understand the tenants costs of renewing the lease versus moving.

understand the impact on the landlord's books of retaining a tenant or having to replace a tenant

4. Avoid the 4 common mistakes tenants make that cost them big dollars

turnkey construction versus construction allowance - how do the numbers really work?

rentable square feet and building efficiency - what metrics should you use in comparing buildings?

net lease versus gross leases - watching the escalations.

ways of billing operating costs and electricity usage

Learning Objectives:

Helping Your Client’s Understand the Numbers & Strategies of Leasing

The real estate industry stacks the cards against a tenant in any leasing transaction. This program will give you the knowledge to advise your clients who face a leasing decision on how to structure their process to get the best lease transaction possible. It's easy if you have the right information and the right strategies.

SS3. R&D Tax Credits Bootcamp - [SK]

Brady Bryan, BBA, JD, CQIA, CEO, BRAYN Consulting LLC, Santa Clarita, CA

Did you know the federal and over 40 state legislatures have devised multiple tax incentives for certain Research & Development (“R&D”) expenses and activities? A majority of all credits claimed are by Fortune 500 corporations because of the lack of knowledge that such R&D incentives are widely applicable to many activities and industries. Even those that are aware of the power of R&D incentives and their wide applicability lack the expertise to appropriately identify and substantiate the claims. BRAYN will present on the history, background, eligibility, requirements, and special issues, as well as provide case studies, of several little-known but highly lucrative R&D tax credits.

Session attendees will:

Gain understanding of benefits of R&D tax credits.

Learn about various R&D tax credits through presented case studies.

7:50 AM - 8:00 AM

Change Break

8:00 AM - 9:15 AM


15. Managing Total Cost of Risk (TCOR): Identifying cost drivers and implementing a strategic approach to improve P&C and Benefits insurance performance and spend - [MS]

Todd Miller, President and CEO, Risk International
Kirk Walsh

The property & casualty, and benefits insurance value streams are opaque by design. This session will explain the traditional model, and will show you how to leverage risk management controls, create underwriting demand, and achieve best-in-class program structure and pricing.

9:15 AM - 10:05 AM


16. Prevent Cyber-Attacks: What Accounting Professionals Need to Know - [IT]


  Mike Foster, Cyber Security Specialist, The Foster Institute, Inc.

Accounting professionals depend upon technology to practice their profession. It is tragic that unauthorized individuals, and even organizations, focus their efforts on obtaining access to the sensitive information that is entrusted to you. However, there are a few important and inexpensive steps that add powerful protection into your systems.

Proven core strategies, using resources that you already own, that will propel your cyber safety to new levels.

Take-home value: Key steps for accounting professionals to dramatically increase the security of the information entrusted to them.

10:05 AM - 10:35 AM

Networking Break - Refreshments & Vendor Displays

10:35 AM - 11:25 AM


17. Tax Update - [T]

Description coming soon.

18. Technology and the Disappearing Cost Curve - [SK]

David Samuels, Chief Financial Officer, Dr First, Inc.
Cory Milam, Director, Office of Innovation, U.S. Food and Drug Administration (FDA)
Ola Sage, Chair, Information Technology (IT) Sector Coordinating Council (SCC), CEO e-Management & CyberRx, Inc.

New and emerging technologies (e.g. mobile, cloud, social media, AI, VR, block chain, IoT, etc.) are decimating the cost curve of operations and accelerating the delivery of services and the distribution of products. Please join a panel of thought leaders in finance and technology to discuss why it is important for C-suite executives to become familiar with these technologies if they want to gain a competitive advantage.

11:25 AM - 11:35 AM

Change Break

11:35 AM - 12:25 PM


19. Ethical Leadership for the 21st Century - [BE]

Cynthia Cooper, CEO, CooperGroup LLC

Learning Objectives:

learn practical steps to build a strong ethical foundation and minimize fraud

understand some of the common threads of corporate scandals and lessons learned

ten steps to help recognize ethical dilemmas and make the right choices

understand who commits fraud and why

12:25 PM

Main Conference Adjouns


May 2018

New York City, New York
Grand Hyatt New York




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