CFO and Controller Conference (VIRTUAL)
Thursday, May 8
10:00am - 6:00pm
Online
6.50 Credits
Member Price $360.00
Price will increase by $40 after 5/1
Non-Member Price $450.00
Price will increase by $50 after 5/1
Overview
Important: This is a VIRTUAL program and is being offered in partnership with the Greater Washington Society of CPAs
Join us as we partner with the Greater Washington Society of CPAs for this premier conference, where financial leaders from all industries converge to explore the latest trends, share insights, and foster strategic collaboration. This conference is tailored to meet the unique needs of CFOs, Controllers and other financial management professionals, offering a comprehensive program that addresses key challenges and opportunities in the financial landscape.
By attending this conference, you will enhance your knowledge, expand your network, and stay at the forefront of industry trends. You will hear from experts, leaders and peers for the latest and greatest information on topics of importance for CFOs, Controllers.
Sessions include:
- Economic Update
- Hot Topics Panel
- AI Expert Session
- Technology Panel
- Interview Chess: Making the Right Moves as a Hiring Manager or Job Seeker
Please note that the Class Pass does not apply to this program.
Notice
By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
Thursday, May 8
General Session
- Welcome and Announcements
This session is available to registrants only.
General Session
- Economic Update
Speaker: Andrew Bishop - Director of Wealth Management at Bernstein
What can you expect in today’s macroeconomic and capital markets environment? How have those expectations changed with the policies of the new administration? These are two of the primary questions on the minds of many executives striving to successfully navigate their organizations in the near-term and into the future. Andrew Bishop, a national director in Bernstein’s Wealth and Investment Strategies group, will share their firm’s latest perspective. He will touch on the challenges and opportunities presented by the interest rate environment, proposed policy implications, and market expectations. Please come prepared with your most pressing questions and join us for what should be an insightful and engaging discussion on the economic and investment landscape.
Credits: 1.5 - Economics
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- Interview Chess: Making the Right Moves as a Hiring Manager or Job Seeker
Speakers: Brittney Gordon, CPA - Director of Business Development at The Alliance Group
Allison Shepter - Regional Director of Accounting & Finance, Executive Search at The Alliance Group
Hiring top talent requires more than just evaluating resumes. It’s all about treating the interview like a game of chess and making the right moves. In this session, we’ll break down the interview from both perspectives, providing actionable strategies to make better hiring decisions and ace job interviews. For employers, we’ll cover how to structure interviews, assess technical and cultural fit, and avoid common hiring pitfalls. For candidates, we’ll dive into crafting compelling resumes, preparing for behavioral questions, and standing out in a competitive job market. Expect real-world insights, proven frameworks, and practical takeaways that help both hiring managers and job seekers navigate the interview process with confidence. Whether you’re looking to build a high-performing team or land your next big role, this session will equip you with the tools to succeed.
Learning Objective 1:Select Effective Interviewing Techniques: Learn how to ask insightful questions that reveal candidates’ true abilities, motivations, and fit.
Learning Objective 2:Identify and Evaluate Cultural Fit: Gain strategies for assessing how well a candidate’s values align with the company and organizational culture.
Learning Objective 3:Recognize Key Red Flags: Understand how to identify warning signs during interviews that could indicate potential challenges or mismatches with the role.
Learning Objective 4:Distinguish Candidate Presentation Skills: Learn strategies to help candidates effectively communicate their skills, experiences, and motivations during interviews.
Learning Objective 5:Indicate ways to Enhance Interview Performance: Gain practical tips for both interviewers and interviewees on managing nerves, handling difficult questions, and making a lasting impression.
Credits: 1 - Personnel/HR
This session is available to registrants only.
General Session
- Lunch
This session is available to registrants only.
General Session
- Hot Topics Panel
Speakers: Hedy Sadeghein, CPA - Vice President and CFO, NAIOP
Michael Harris - Chief Operations Officer, Gateway Homes, Inc.
India Clark - Client Relationship Leader, CliftonLarsonAllen
Bruce Willis - Chief Financial Officer, The Teaching Company
Credits: 1.5 - Business Management and Organization
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- Technology Panel
Speakers: Azunna Anyanwu - Founder & Fractional CIO, The Agile CIO
More speaker info coming soon
Credits: 1.5 - Information Technology
This session is available to registrants only.
General Session
- AI Expert Session
Speakers: Jospeh Zajac - Partner, KPMG, LLP
More speaker info coming soon
Credits: 1 - Information Technology
This session is available to registrants only.
Non-Member Price $450.00
Member Price $360.00