CFO/Controller Conference

September 26, 2018 

Sugar Land Marriott Town Square

7 a.m. - 7:50 a.m. EARLY BIRD (Optional)


Proactive or Reactive - Best Practices to Prevent Fraud vs Experiencing it

Alan Villanueva, CTP / Nate Ellis - Hancock Whitney Bank


Fraud is rampant and companies are falling victim to business email compromise, wire fraud, counterfeit checks and other events daily. As a decision maker within your organization, understand the policies, processes and bank fraud prevention tools you can put in place to mitigate risk and deter fraud from happening within your company. Nate Ellis (VP, Middle Marketing Banking) and Alan Villanueva (SVP, Treasury Management Services) of Hancock Whitney Bank share real life experiences on the current fraud landscape, client experiences and best practices to protect your company from experiencing fraud.

8 a.m. - 8:50 a.m. 


Reimagining the Finance Function in a Digital World



Technological and digital advances are disrupting our world — and rapidly changing the role of finance as we look to the future. This has significant implications on the finance function and the role it will play as we look forward into this era of digitization.    

Guided by insights from a new Chartered Global Management Accountant® (CGMA®) research, Ash Noah from the Association of International Certified Professional Accountants, the unified voice of the American Institute of CPAs (AICPA) and the Chartered Institute of Management Accountants (CIMA) will explore how the role, shape, competencies and mindset of finance will change in response to this evolving digital landscape.

Presentation (pdf)
3734 KB

9 a.m. - 9:50 a.m. 


What keeps a CFO/Controller up at Night?

Roger Burks, CPA - WG Consulting


Session description: TBA

Presentation (pdf)
770 KB

10 a.m. - 11:40 a.m. 


Ensuring Your Future in the Era of Digital Disruption

Donny Shimamoto, CPA, CITP, CGMA - IntrapriseTechKnowlogies LLC 


Innovations in accounting are on the horizon: artificial intelligence, blockchain, big data, and many more… What do accountants need to do to be ready for these innovations? Attend this thought-provoking and interactive session to take a look at the impact of these emerging technologies, and identify what you and your teams need to do NOW to start getting ready for the changes that are coming.


Learning objectives:

Identify the human factors that enable competitive advantage.

Identify professional development needs to be ready to leverage emerging technologies.

Understand existing innovations and identify those that may add value to your accounting department’s services.

11003 KB

12 p.m. - 1 p.m. 


LUNCH - The Growth Dilemma 

Keynote Speaker

Ami Kassar - Multifunding LLC  


This highly interactive presentation challenges entrepreneurs and C-level executives to think differently about what they want their business to become and explores real-world solutions that can fund those ideas.  Attendees gain clarity, insight and actionable next steps to solving their business growth dilemmas. 

Thought-provoking, interactive and timely, Ami’s presentations address the real-world cash flow problems entrepreneurs face on a daily basis.

553 KB

1:10 p.m. - 2 p.m. 


Managing Your Risk of a Cyber-breach

Donny Shimamoto, CPA, CITP, CGMA - IntrapriseTechKnowlogies LLC  


This non-technical presentation will help you to understand where cyber-security and data breach risk is present in your organization, and the steps that you need to take better manage your cybersecurity risk. We will also discuss what you need to do in the event of a data breach and the role of cyber-liability insurance in mitigating the impact of a data breach.

Presentation (pdf)
4187 KB

2:10 p.m. - 3:50 p.m. 


Tax Cuts and Jobs Act – Tax Accounting, International and Federal Tax Issues

Steven Diamond,JD, LLM / Allison Plaisance,CPA / Matt Rychlicki, CPA/ Kristy Ton,CPA - Ernst & Young


This presentation will provide an overview of the tax accounting, international tax and federal tax issues associated with the Tax Cuts and Jobs Act that CFO/Controllers need to understand in order to address the impact of the Tax Cuts and Jobs Act on their business.This presentation will provide an overview of the tax accounting, international tax and federal tax issues associated with the Tax Cuts and Jobs Act that CFO/Controllers need to understand in order to address the impact of the Tax Cuts and Jobs Act on their business.

Presentation (pdf)
699 KB

4:10 p.m. - 5 p.m. 


CFO to Business Partner – In the driver’s seat or just along for the ride? 

Douglas Dillard - St. Christopher Holdings

Presentation (pdf)
1502 KB

5:10 p.m. - 6 p.m. - Sips & CPE 


Stop Bashing & Start Leading Millennials

Tim Phillips - Revenade


Session description: TBA


Presentation (pdf)
622 KB

CPE Credits: Current schedule represents 11 hours of CPE if you attend all sessions including early bird and SIPS and CPE. TSBPA rules states: the total CPE credits for a continuous program cannot exceed the actual time spent in the program. Continuous conferences and conventions, when individual segments are less than 50 minutes, should be combined and counted as one total program. For example, five 30-minute presentations would equal 150 minutes and should be counted as three CPE credits.


For every 50 minutes, you will receive 1 credit hour of CPE. For every 30 minutes, you can receive a half hour of credit. CPAs are responsible for reporting the correct amount of hours. 


CPE Certificate: CPE Certificates will be emailed out at the end of the day with electronic evaluations. Please take a few minutes to fill this evaluation out; these surveys allow us to plan better conferences year after year. If you did not receive any confirmation emails leading up to this conference or if you did not receive an email with the evaluation and CPE certificate, please contact Lauren Fowlkes at or 832.831.9220.


Social Media: Use our conference hashtag on your social media: #CFOControllerConference


Parking: Complimentary on-site parking within Sugar Land Town Center facility.




Goodman Financial Corp.

Hancock Whitney Bank

LaSalle Solutions



Donovan & Watkins

Columbus Global



Briggs & Veselka

Colliers International Group Inc.


Afternoon Break Sponsor

Marsh Wortham


Coffee Bar Sponsor

Grant Thornton


Featured Exhibitor