CFO/Controller

CFO/Controller Conference

September 26, 2019

Sugar Land Marriott Town Square

7 a.m. - 7:50 a.m. EARLY BIRD

Time Management: Winning Strategies for Business Performance and Your Approach to Work-Life Balance

Scott Paulsen and Mack Lytle

 

Presentation

 

8 a.m. - 8:50 a.m. General Session

Leadership - To Boldly Grow Where You Have Not Grown Before
Mike Goodfriend, CPA, BMCP

 

Session Description:

Today's CFOs and Controllers probably feel like they are exploring brave new business worlds and new business civilizations.   Most CFOs/Controllers have to boldly grow their leadership skills -- to be effective people leaders, lead more robust financial modeling to drive data-driven decisions and be drivers of automation and disruptive innovation.  Be ready to join in this dynamic dialogue about influencing the strategy of the future and the leaders who will drive it.

 

Presentation

 

 

9 a.m. - 9:50 a.m. 

 

Track 1: Managing Interest Rate Risk
Nate Ellis and Greg Park

 

Session description: 

This session will focus on managing interest rate volatility and also discuss the effects of LIBOR going away.

Presentation

 

Track 2: Visualization is Just a Fancy Word for Graph: How to DIY Your Own Data Visualizations
Danielle Supkis Cheek, CPA, CFE, CVA

Session Description:
This session will cover visualization best practices and practical applications that can be used with software you already have or in any specialty visualization software. 

Presentation

 

10:10 a.m. - 11:00 a.m. 

 

Track 1: General Income Tax and Incentives Update
Todd Sutherland and Nicole Zhou, CPA

 

Session Description:

We will discuss the federal income tax updates including law changes and regulation developments. We will discuss some of the practical issues businesses and professionals faced during the first tax season after the 2017 Tax Reform. We will also explore various tax incentives issued or modified by the 2017 Tax Reform.

Presentation

Track 2: Rolling Financial Forecasting Tools: Turning Budgeting and Planning into Competitive Advantage
Steve Player, CPA, CGMA

Session Description:

In today’s fast changing world, traditional command and control budgeting practices are leading to increased frustration and slower responses. Join this session to learn how innovative finance organizations are moving “Beyond Budgeting” to find better ways to improve planning, develop adaptive control methods, and improve overall performance. Steve Player will show how rolling forecasts, dynamic action plans and proactive finance teams can help your organization learn to Live Future Ready.


Presentation 

11:10 a.m. - 12 p.m.

 

Track 1: Sales Tax - Wayfair Supreme Court Decision on Nexus
John Cooney, CPA

Session Description:

 

Find out how the states are responding to this landmark Supreme Court decision on sales tax obligations and specifically what you can do about it.  Frank discussion of how larger companies will be gaining a significant advantage over smaller companies and how states are helping promote that advantage.  Imagine 4 or 5 years from now, states telling you that you owe them 25% of your gross receipts over the past 5 years because you did not collect sales tax.  Imagine a remote state forcing you to collect tax because you have $100,000 of revenue in that state, and at the same time, Texas not forcing companies in that state to collect in Texas because their revenue is below $500,000.  You're already at a disadvantage.

Presentation 

Track 2: How Accountants Help Ensure the Success of Digital Transformation
Donny Shimamoto, CPA.CITP, CGMA

Session Description:

Management Accountants play a critical role in ensuring the success of digital transformations. Attend this session to better understand exactly what digital transformations are, the risks posed when going through digital transformation and how to help mitigate them, and the different mindset that is needed when measuring the success or value created by the digital transformation process. If your organization is going through a digital transformation or even if you’re just trying to figure out whether it should be on your radar, this session will be of help to you.

Presentation

12 - 1:10 p.m. - Lunch Presentation

 

Applying New Technologies at the Birthplace of American Ranching
Bill Gardnier

 

Session Description:

 

Learn how one of America's most iconic ranches, King Ranch, is applying emerging technologies.

 

Presentation

1:10 - 2:25 p.m.

 

Track 1: Lease Accounting and Revenue Recognition - A Private Company Perspective
Kevin Stewart, CPA and Adam Dimmick, CPA

 

Presentation

 

Track 2: The Core Four Decisions to Increase Profits
Stephen King, CPA, CGMA

 

Session Description:

 

The Core Four Decisions to Increase Profits Most CEOs use some kind of KPIs and management reports to measure their business, but which ones really help you make “Data Drive Decisions” that drive performance and profitability? Join Stephen King, CPA, and a dynamic repeat Inc. 500 speaker, as he presents “The Core Four Decisions to Increase Profits.”

Steve shares the four decisions every CEO needs to make, how to determine the drivers of those decisions and what data you need at your fingertips to make data driven decisions that increase profits. He’ll share 30 years’ experience of helping businesses improve performance, profitability and growth by having actionable financial intelligence.

Presentation

2:45 - 4 p.m.

 

Track 1: Business Transition Strategies (panel)
Moderator: Sid Shaver
Alicia Goodrow
Thomas McNulty, CQF, FRM, MBA 
John Sinders

 

Session Description: 

A road map to navigating mergers and acquisitions.

 

Presentation

 

 

Track 2: Constructive Conversations
Jamie Belinne, SPHR, SHRM-SCP


Session Description:

 

In this practical, fun and interactive session, Jamie Belinne, Assistant Dean at the University of Houston's C.T. Bauer College of Business, will help you decide if, when and how you should initiate constructive conversations to get unstuck in personal and professional relationships, when the outcomes matter to you. More importantly, she’ll discuss how to preserve important relationships, while still being honest with others about your goals and needs.Perhaps you've encountered these issues:Why did someone take credit for your work?Why was someone else’s lack of planning your crisis again?Why can’t everyone just wash their own dishes?!?!Have you ever had a person or situation in your life where things felt uncomfortable or stuck, and no matter what you did, you just couldn’t seem to make things change?  Is there a challenging person with whom you’ve been too afraid to start a difficult conversation?  Or maybe there’s someone who has a special knack for “pushing your buttons.”Jamie’s straightforward, four-step process can make even the most terrifying conversations both productive and constructive for all involved.

Presentation

4:10 - 5 p.m. - General Session

 

Report to the Nations and How Financial Leaders Can Influence Ethical Corporate Cultures

Chrysti Ziegler, CFE, CIA, CRMA

 

Session description:

 

The Report to the Nations remains the most comprehensive and widely quoted source of occupational fraud data in the world. Based on information from real fraud cases as reported by CFEs from around the globe, the report continues to be a tremendous resource for those interested in how occupational fraud is committed, how it is detected, who commits it, and how organizations can protect themselves from it. This session will discuss highlights from the Report and how leaders can use the information to identify occupational red flags and improve their company's culture.

Presentation

 

5:10 - 6 p.m. Sips and CPE

Attracting, Aligning, Motivating, Rewarding and Retaining the Leadership Team with Proper Incentives
David Tolson, RICP, CVB, MBA

Session Description:

In the dynamic and complex business world of today, having a leadership team that is effective, flexible, collaborative and aligned with the goals, objectives and desired culture of the firm's ownership is critical.  Ensuring that the right individuals make up that team and that those individuals are engaged, aligned, complimentary and committed has never been more important.  Successfully building a leadership team that meets those standards requires a unique combination of compelling vision, competitive strength, empowering decision rights, team chemistry and the proper economic  incentives.  The economic incentives employed must be thoughtfully chosen to attract, motivate, reward and retain the individual members of the leadership team.  This must be done in a manner that aligns and unifies the leadership team consistent with the objectives of the firm's ownership and consistent with the competitive dynamics, cash flow, risk, tax, time horizon and human capital realities in which the firm finds itself operating.  The incentive approach taken must also be flexible enough to provide for adaptation to business performance as well as changing strategic and competitive realities while certain enough to create the trust, dedication and commitment the firm needs from its leadership team.Getting it right is critical.  Behavior follows incentives - monetary and non-monetary. This presentation presents an overview of the various approaches companies can take to meet this challenge and addresses the behavioral, cash flow, tax, risk management and administrative highlights of those approaches.

 

Presentation

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 lfowlkes@houstoncpa.org 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.


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