Thursday, May 21, 2020 – Thursday, May 21, 2020 | 8:00am – 4:20pm

CPAs in Business Summit

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Agenda

7:30 – 8:00 a.m.

Breakfast & Registration

 

8:00 – 8:15 a.m.

Welcome and Opening Remarks

Amy Pitter, Massachusetts Society of CPAs

 

8:15 – 9:15 a.m.

Economic Update

Jeff Mortimer, BNY Mellon Wealth Management

While today’s headlines focus on the most immediate issues, investors and business owners must keep an eye on the longer term as they look to take advantage of price weakness or sell into economic strength. In this session, Jeff Mortimer will share his considerable insights into what may be ahead for the markets, global economies, business owners and investors.

 

9:15 – 10:30 a.m.

How Big Data Impacts the CPA Profession

Leah Donti, CPA, CMA, MBA, Advantage Montreal Seminars Inc.

In this session, we’ll discuss how big data and predictive analytics are changing the way the world does business. We’ll cover the key concepts on data analytics, big data opportunities for auditors and CPAs in industry, how artificial intelligence is disrupting many industries and the three Vs of big data.

 

 

10:30– 10:45 a.m.

Networking Break

 

10:45 a.m. – 12:00 p.m.

Finding Your Inner Extrovert: Communication Skills for Accounting Leaders

The traditional roles of Controllers and CFOs are changing dramatically. They need to be better at interpreting financial information and prescribing actions, understanding business operations, recruiting, developing and leading staff as well as understanding environmental factors.  They must be skilled at financial trend analysis and ratio interpretation beyond traditional approaches.  Join Jim as he explores four major roles of the Controller/CFO and how you can raise your skills to the next level.

12:00 – 12:45 p.m.

Lunch

 

Concurrent Sessions (choose one)

12:45 – 2:30 p.m. 

Ethics: Solving Ethical Dilemmas in Industry: A Leader's Guide to Decisive Moments - Part 1

Karl Ahlrichs, Expert Speaks

 In this session, we’ll cover multiple viewpoints on the moral and ethical challenges facing advanced leadership and share the skills needed to maintain a competitive advantage. We will discuss fresh data on relative metrics and how they can lead to solutions for the ethical challenges on the horizon. In addition, we’ll examine how to use De Bono’s Six Thinking Hats method to add structure and efficiency to the process, how to leverage advanced adult learning methods to teach ethics to others and build a sustainable, high performing culture.

 

Applying the New Revenue Standard to Real Life Examples - Part 1

Leah Donti, CPA, CMA, MBA, Advantage Montreal Seminars Inc.

In this session, we’ll apply the new revenue standard to specific cases covering a range of industries, including nonprofits, construction, software, retail, manufacturing and engineering. We’ll discuss how it applies to different companies and how they can implement it.

2:30 – 2:45 p.m.

Networking Break

 

Concurrent Sessions (choose one)

2:45 – 4:30 p.m.

Ethics: Solving Ethical Dilemmas in Industry: A Leader's Guide to Decisive Moments - Part 2

Karl Ahlrichs, Expert Speaks

 In this session, we’ll cover multiple viewpoints on the moral and ethical challenges facing advanced leadership and share the skills needed to maintain a competitive advantage. We will discuss fresh data on relative metrics and how they can lead to solutions for the ethical challenges on the horizon. In addition, we’ll examine how to use De Bono’s Six Thinking Hats method to add structure and efficiency to the process, how to leverage advanced adult learning methods to teach ethics to others and build a sustainable, high performing culture.

 

Applying the New Revenue Standard to Real Life Examples - Part 2

Leah Donti, CPA, CMA, MBA, Advantage Montreal Seminars Inc.

In this session, we’ll apply the new revenue standard to specific cases covering a range of industries, including nonprofits, construction, software, retail, manufacturing and engineering. We’ll discuss how it applies to different companies and how they can implement it.

 

 

 

Speakers

Karl Ahlrichs

Karl Ahlrichs

Karl Ahlrichs, SHRM-SCP, CSP is a national speaker, author and consultant who presents on the issues people face in all industries. Often quoted in the local and national media, he has decades of strategic consulting, using risk management and good organizational development theories to bypass “best practices” and move directly to “next practices.” Additionally, Ahlrichs is a CPE presenter for the Business Learning Institute and for more than a decade, he was the program chair for the Indiana Society for Human Resources Management’s annual conference. He is a regular contributor to The Journal of Accountancy and has facilitated an invitation-only CFO Roundtable for Central Indiana for more than 20 years.

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Leah Donti

Leah Donti

Leah Donti, CPA, CMA, MBA is the founder and president of Advantage Montreal Seminars Inc. An internationally recognized leader and speaker in accounting and auditing, she has led seminars for 29 years through her seminar business. She conducts in-house trainings at CPA firms and various multinationals and does CPE courses through CPA state societies. In addition, Donti speaks at numerous conferences across North America each year, discussing topics such as Financial Accounting Standards Board (FASB) updates, private company Generally Accepted Accounting Principles (GAAP) developments, International Financial Reporting Standards (IFRS), variable interest entities, accounting and auditing updates, U.S. Securities and Exchange Commission (SEC) and Public Company Accounting Oversight Board (PCAOB) updates, revenue recognition, stock-based compensation, business combinations, compilation and review and fair value accounting. For the last 10 years, she has received the AICPA Outstanding Discussion Leader Award for her passion, energy and ability to speak at all levels of professionals, which has made her a most sought-out speaker.

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Jennifer Elder

Jennifer Elder

Jennifer Elder, CPA, MS, CMA, CIA, CFF, CGMA helps businesses solve tough problems with strategic solutions. She is a business generalist and an accounting expert who can make the complicated awesomely simple. For more than 20 years, she has been helping businesses focus on their core values and strengths to transform inefficiency and chaos into a profitable entity with an energized team. As keynote speaker, trainer, and business coach, Jennifer has conducted seminars for the Fortune 500, the US Government, State CPA Societies, and CPA firms in 40 states. Jennifer is a published author and was named an Outstanding Educator by the AICPA for the past two years. When not on the road teaching, she lives on her boat with her husband and two cats in Baltimore, Maryland.

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Jeff Mortimer

Jeff Mortimer

Jeffrey Mortimer, Director of Investment Strategy, BNY Mellon Wealth Management Jeffrey Mortimer is the director of investment strategy for BNY Mellon Wealth Management where he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. He has more than 25 years of experience in the financial services industry.

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Sponsors

Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA-AICPA Member
$329.00
MSCPA Member
$329.00
AICPA Member
$429.00
Non-Member
$429.00

Conference Cost

You pay
$429.00
MSCPA Members save $100.00 on this course. Login or Join to take advantage of these savings.

Note: This course has sessions associated with it, please select one topic within each session.

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05/20/20, 12:45pm – 2:30pm Must select one session per timeslot
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05/20/20, 2:45pm – 4:30pm Must select one session per timeslot
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