Agenda
| 8:30-9:20 a.m. |
How Good Companies Become Great
John L. Daly, CPA, CMA, CPIM, MBA - Executive Education, Inc.
Some business writers are calling Jim Collins' book "Good to Great" the best business book so far in the 21st Century. Well-researched and widely read, Collins findings dispel many long-held business myths. This session will discuss Collins' research and the implications for management teams that want to make the transition from being merely good to truly great. |
| 9:25-10:15 a.m. |
Making Ethics Work
Dan Chenoweth, CPA, MBA - Chenoweth & Associates
No matter how rotten your boss, the environment or the situation you find yourself in, ultimately you must make the decision about what you will do when confronted with an ethical dilemma. What is the best way to determine the most ethical course of action? Which side in the dilemma has a higher claim to "rightness?" This session will provide you tools to make the right decisions in your everyday life. |
| 10:30 a.m.-12:10 p.m. |
A. |
Effective Corporate Governance: Working with the Board and Audit Committee
John F Levy, CPA, MBA - Board Advisory Services
The relationship between the CFO, the board of directors and the audit committee has changed forever. The board, especially the audit committee, is looking to the CFO and the finance and accounting department for more — more integrity, more honesty, more information and more strategic analysis. How do you meet these challenges? Your board and audit committee are now better qualified and more independent. How do you tap into the knowledge and experience of your audit committee members? Veteran director and public company CFO John F. Levy will tell you how to communicate effectively with your board and audit committee and how to use them as competitive assets. |
| B. |
How IFRS Convergence Will Change GAAP as You Know It
John L. Daly, CPA, CMA, CPIM, MBA - Executive Education, Inc.
Unless you are in the twilight of your career, International Financial Reporting Standards will affect you. FASB has been working with the International Accounting Standards Board to create a set of high-quality accounting standards for use throughout the world. While some form of U.S. GAAP will probably continue to exist for many years, because it is converging with IFRS, the GAAP you know today will not be the same GAAP you use tomorrow. This session will explain how convergence will change day-to-day accounting as you know it! |
| 1-2:40 p.m. |
A. |
Change Management: Make Improvement Happen
Dan Chenoweth, CPA, MBA - Chenoweth & Associates
Why is change so difficult? Many organizations struggle to improve because they fail to effectively deal with the people issues of change management. This will provide insights into how to deal with resistance to change and the cultural inertia that prevents an organization from reaching its goals. |
| B. |
Creating the Best Projections You Can
John F Levy, CPA, MBA - Board Advisory Services
All we really know is the past but all that really matters is the future. How can you take the historical knowledge you have about your company, its performance, your competitors, your industry and the economy to help your company plan for the future? In this session, John F. Levy will examine current budgeting and forecasting best practices as well as the critical roles of strategic planning and risk management in developing projections. He will look at the many uses of projections from cash management to compensation. |
| 2:50-4:30 p.m. |
A. |
Lean Accounting: Doing More With Less
John L. Daly, CPA, CMA, CPIM, MBA - Executive Education, Inc.
Many accounting departments generate volumes of information that is of little use to anybody. Lean Accounting begins with examining the needs of the user, focusing effort on the aspects of financial management providing real value to the company. Come hear John L. Daly tell how to improve accounting processes while reducing the amount of effort required. |
| B. |
Creating Competitive Advantage
Dan Chenoweth, CPA, MBA - Chenoweth & Associates
One of leadership's primary responsibilities is to develop a strategy that defines a unique and valuable position in your marketplace that will provide the company a competitive advantage. This is easier said than done! While we would all agree that strategic planning is a critical element for organizational success, strategic planning today is a paradox. On the one hand, we should make detailed strategic plans with a horizon of a decade or more. On the other hand, organizations must be adaptable. What happens when break-through technology, new emerging competitors or global competition change the rules of the game? How well does your company recognize these changes and adapt to determine a new course of action? This session will provide you with the ideas, skills and confidence to be more proactive in developing the strategic plan for your organization. | |