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: MAS

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: TBD
FP&A Credits: TBD
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

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: 1.2
FP&A Credits: 1.2
CPE Credits: 0.6
CPE Field of Study: PD

The Future of Work: Retaining & Recruiting Best Practices

Technology & demographics combined are having, and will continue to have, a profound effect on the way we live and work. A PWC study predicts that 30% of finance jobs are at risk of automation by 2029. Others argue that AI will prove beneficial for white-collar jobs, allowing workers to avoid the drudgery of menial tasks and concentrate instead on the more creative things that only a human can do. Learn how to better position your organization for success as panelists provide a framework for recruiting and retaining talent in a digitally forward world.

Speaker(s)

Lee-Ann Perkins, CTP(CD), Assistant Treasurer, Ion Geophysical

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: TBD
FP&A Credits: TBD
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

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

Credits

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