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.
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.
The concept of ethics is easy to understand and talk about, but also incredibly hard to implement on a consistent basis. In this session, we will discuss current ethical issues and walk-through a nine-step ethical decision-making model. We will discuss the nuances of ethics, debate real-life examples and identify steps to promote a solid ethical culture in your organization. You will:
During this session, we’ll discuss how the leasing requirements in the new standard differ from current Generally Accepted Accounting Principles (GAAP) by focusing on the basic core principles of the new rule. We’ll cover identification, recognition, measurement, presentation and disclosure requirements as well as conduct case study exercises to illustrate application of the new standard. We’ll also discuss the lessee accounting model, including lease classification, amortization of the right-of-use asset, interest on the lease liability, the lessor accounting model and more.
This seminar qualifies for the Workforce Training Express Fund program. The course code for this program is 1119617 Click here for more details: https://www.mscpaonline.org/cpe/training_fund
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.
Kimberly N. Ellison-Taylor, CPA, CGMA, is the Chairman of the American Institute of CPAs' Board of Directors for 2016-2017. Ellison-Taylor has a lengthy history of volunteering for the profession, including serving as a member of the AICPA Business and Industry Executive Committee as well as the AICPA Board of Directors where she served as a member of the Audit and Finance committees. Ellison-Taylor also worked with the Benevolent Fund, and has served as a Council representative. She is a past Chair of the Maryland Association of CPAs, and has served on many of its committees, including the New Young Professional Network and Tomorrow's CPA.
Ellison-Taylor is currently the Global Accounting Strategy Director for the Financial and Professional Services Industries for Oracle America, a leader in cloud solutions and enterprise technology. In this capacity, she provides insight to help drive innovation in this important domain, particularly as the computing paradigm shifts to Cloud and SaaS. Previously, she served as the Global Practice team leader for Health and Human Services, working with teams worldwide where she developed and executed strategies on Cloud, Big Data, Security, Fraud Prevention/Detection, Customer Experience, and Modernization. Prior to Oracle, Kimberly worked in leadership roles at numerous other major companies and organizations, including the NASA Goddard Space Flight Center; Motorola; KPMG; and Prince George's County Government, where she served as Chief Information Technology Officer.
Ellison-Taylor received her bachelor's degree from the University of Maryland, Baltimore County; an Accounting Certificate from the Community College of Baltimore County, an MBA from Loyola University and Master's of Science in Information Technology and a Chief Information Officer Certificate from Carnegie Mellon University. She currently resides in Maryland with her husband and two sons.
William (Bill) I. Eskin is very active in the accounting, auditing, and fraud investigation fields in general, and the construction and surety industries in particular, where he may be best known for identifying and proving CPA malpractice. Recently, he had two books published: "Construction Contractors: Real-World Guide to Accounting & Auditing" and "Real Estate: Real-World Guide to Accounting & Auditing." Each year he also assists in the writing and reviewing of the Construction Audit Guide Alert and the Construction Industry Update. Previously, Eskin had been the Director of Financial Analysis & Investigation for the world's largest surety group. His professional experience also includes more than 12 years of experience working for various CPA firms where he specialized in construction, real estate, litigation support, and other services. He has been a Discussion Leader for various organizations where he led numerous courses, presentations, and web-casts. In 2008, 2009, 2010, 2011, and 2015, he was presented with the Outstanding Discussion Leader Award. He has also been a featured speaker at the National Construction Conference, state CPA society conferences, the National Association of Surety Bond Producers, and various other organizations.
James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 50 M & A projects.
James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPA's and a member of Wisconsin Chapter of National Speaker Association. .
Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Targeting the Bottom Line: Taking the Guesswork out of Financial Management”. Jim also authored and was part of the AICPA video and course, “Minimizing the Effects of a Recession on Your Business”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days not Weeks”.
Jim is a 2-time recipient of the AICPA’s Outstanding Discussion Leader award.
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.