Career Development

Herding Cats and Other Useful Skills for Project Management

Project Management is sometimes described as “Herding Cats”. Balancing multiple priorities and personnel requires skill and can make or break the success of a project. This session covers the basic concepts of Project Management, including how to measure success from start to finish, and how to define expected outcomes at the end of a project. Come away feeling confident that you understand how to avoid common costly errors, and how to contribute to the success of a project.

Speaker(s)

Steve Phillips, CTP, FP&A, Asst. Treasurer, AZZ Incorporated

Credits

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: BMO

Communicating Effectively in the Age of Disruption

The ability to communicate effectively consistently ranks as one of the most desired skills within today’s work environment. And yet, this is a skill that many individuals within the finance world are lacking. With many jobs being replaced by AI and RPA, soft skills such as effective communication are more important than ever. This interactive session takes you through specific exercises while providing coaching along the way. Participants have the opportunity to learn a concept, apply it, and receive immediate feedback on how well the skill was implemented, as well as receive suggestions for improvement.

Speaker(s)

John Sanchez, Managing Director, The FPA Group

Credits

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: COMM

Transforming Brilliant Jerks to be Inspiring Leaders

Research studies show that poor leadership is the most significant reason employees leave a company. Difficult leaders, often called jerks, incur high costs to an organization, including talent attrition, absence of potential successors, and higher turnover. By adding emotional intelligence (EQ) to the leaders' (IQ), it is possible to transform a brilliant but challenging leader or expert into an inspiring one. Attendees learn a 6-step process to transform a brilliant but difficult leader into an inspiring leader, and consequently, reduce suffering in the workplace, improve the organizational cultural climate and increase overall effectiveness.

Speaker(s)

Katrina Burrus, Ph.D, MCC, Founder, MKB Excellent Executive Coaching, LLC

Becky MacDonald, President & CCO, Endowment Partners, LLC

Credits

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: PD

Surviving the Overwired World

Hundreds of emails every day, Facebook updates, LinkedIn invitations, cell phone messages, with all the electronic distractions it's no wonder our productivity suffers. With all the incoming check-ins and chimes, how do you stay focused? This session provides tools and coping mechanisms to successfully balance use of demanding-yet-valuable technology and the need for peace in a distraction-free space. Learn to take simple yet significant steps to take back some space in life, reduce stress and increase productivity and focus.

Speaker(s)

Sheri Fitts, Speaker, Author, Podcaster, ShoeFitts Marketing

Credits

CTP/CCM Credits: 0.6
FP&A Credits: 0.6
CPE Credits: 0.6
CPE Field of Study: PD

What Do You Think? The Art of Collaborative Leadership

This lively discussion shows treasury and finance leaders how to harness the power of one simple question, “What Do You Think?” to transform their teams and come together to accomplish even the toughest tasks. It possesses the power to transform relationships within teams, reduce turnover and increase talent engagement. Collaborative leadership is a style that is rooted in humility that values people over positions and says, “You matter”. When leaders can maximize the talent resident within their organizations and when people know they matter, they will achieve far more than even they can believe.

Speaker(s)

Chad Parsons, CTP, Treasury Management Advisor, Pinnacle Financial Partners

Credits

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: PD

Performing on the Corporate Stage: Winning Presentation Strategies for Finance Professionals

Many FP&A professionals do not communicate effectively. They overwhelm their audience with complex content, leaving them confused. The ability to connect with your audience is vital to the success of both the practitioner and organization. In this session, listen to an FP&A practitioner present both subtle and not-so-subtle ways to captivate audiences and inspire them to act. Learn a variety of communication techniques to help you better create engaging presentations, stay focused, and have a lasting impact on your audience.

Speaker(s)

Carl Seidman, Principal, Seidman Global LLC

Credits

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: COMM

The Future of Work: Retaining & Recruiting Best Practices

Working from home, once considered a privilege, has quickly become the norm in 2020. In a remote workplace, how do you maintain a company’s culture and foster productivity? What are the new communication norms?  Learn how to better position yourself and your organization for success as panelists provide a framework for retaining and recruiting talent in a digitally-forward world.

Speaker(s)

Marc Vandiepenbeeck, Vice President and Treasurer, Officer, Johnson Controls International plc

Kristen Michaud, Managing Director, InBlock, LiquidX

Nicole Meyer, Founder & Managing Partner, The Meyer Partnership

Credits

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: PD

A Treasury Background: An Ace In The Hole For Your Career

For many treasury practitioners, the career ladder seems just that - a very narrow specific path to Treasurer. However, the skills and insights developed in treasury offer a rich variety of career opportunities. This panel brings a diverse group of professionals that have flourished in the broader corporate finance framework, including those who have joined service providers, non-profits, consultancies fin-tech vendors. Join this session for a whirlwind tour of the risks, rewards, and tools your current career might offer your future self.

Speaker(s)

Jeff Glenzer, CTP, Executive Vice President & COO, AFP

Helen Kane, President, Hedge Trackers, LLC

Peter Frank, Principal, PwC

Jennifer Ceran, VP & Treasurer, Smartsheet

Credits

CTP/CCM Credits: 1.2
FP&A Credits: N/A
CPE Credits: 1.2
CPE Field of Study: PD

Creating a Diverse and Inclusive Workplace

Creating a diverse and inclusive work environment is top of mind at organizations around the globe, but where do you start? At Gibson Energy, the company established a Diversity and Inclusion Committee that started with a focus on gender balance to attract, retain and advance female leaders. This included the development of a Diversity and Inclusion policy, the introduction of a Women in Finance Development program, and on-going educational sessions and training for employees. Panelists discuss these and other strategies to attract, develop and retain a diverse workforce with a culture that values diversity and inclusivity and the impact it can have on your organization.

Speaker(s)

Lisa Caruso, Principal Director, Accenture Consulting

Beth Pollock, Vice President & Treasurer, Gibson Energy Inc.

Danielle Murphy, Director of Power, Utilities and Infrastructure Investment Banking, RBC Capital Markets LLC

Shawn Stordy, CTP, Senior Supervisor Treasury, Gibson Energy

Credits

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: PHR