Controller's Workshop


***Free 4 Hours CPE for Members***
Virtual Annual Controller’s Workshop 

Friday, November 18, 2022 - 9 am to 1 pm
Brochure_2022.pdf
A half seminar for Controllers, CPAs, CMAs, CFMs and Accountants interested in staying up to date on topics of interest or new rules and laws.
Attend all four sessions and be entered in a drawing for a $100 gift card.

SEMINAR OUTLINE

9:00  The Profitability Analytics Framework

Larry White, CMA, CFM, CSCA

The need for accountants to become highly effective business partners is rapidly growing in urgency as technology and automated intelligence takes over routine accounting and financial reporting tasks. Will accounting and finance staffs diminish as “cost savings” or grow as value creators? The Profitability Analytics Framework provides a road map for creating operational and financial models focused on internal decision support - the critical element of business partnership.  The framework reframes accountants’ view of revenue, costs, and investment to focus on creating value throughout the organization…in a way that responds to the needs and view of internal customers seeking to implement and achieve the organizations’ strategies and goals.

10:00   The People Side of Change Management

Robert E. Bendetti, Jr., CPA

Change management skills have never been more critical. Learn to adapt and lead today in today’s environment.  What people need is the starting point for dealing with change, regardless of how massive or external it is within your organization. He will share some skills that can be used within your organization.

11:00       How Good Employees Rationalize Bad Decision: A Look at Fraud in Today’s Organizations

Kelly Richmond Pope, CPA

If you were to ask people whether they think stealing is wrong, most would respond by saying ‘yes’. And yet, fraud, theft and other forms of financial crime cost organizations millions per year. Join us for this interactive session as educator, forensic accountant and filmmaker Professor Kelly Richmond Pope explores how fraud happens and preventive strategies that all stakeholders should know in order to keep their organizations fraud free. Based on her research and teaching, Dr. Pope will share personal lessons learned from intimate conversations with white-collar offenders, whistleblowers and victims of fraud.

Learning Objectives

  • Utilize various ethical frameworks to discuss historical fraud cases.

Utilize a fraud archetype model to gain insight regarding fraud detection and prevention strategies.

 

12:00   2022 Tax Update

David Reyes

  • Inflation Reduction Act
  • State & Local Update
  • Tax Planning for Year End 2022
  • Retirement Planning Update

 

Program Speakers

Larry White, CMA, CSCA, CPA, CGFM

He is a founding board member of the Profitability Analytics Center of Excellence. He is a former Global Chairman of the Board of the IMA, a former member of the International Federation of Accountants Professional Accountants in Business Advisory Group and the International Public Sector Accounting Standards Board, and has written numerous IMA Statements on Management Accounting.  He is a retired Captain in the US Coast Guard where he commanded the Coast Guard Finance Center and was Deputy CFO. He also worked for Deloitte as a senior business advisor, was Executive Director of the Resource Consumption Accounting Institute, and has written a column for Automation World magazine for 10+ years. 

 

Robert E. Bendetti, Jr, CPA

Robert is the Senior Vice President and Chief Financial Officer of Life Cycle Engineering (LCE).  As CFO he is responsible for all financial operations of the company as well as accounting, finance, contracts, purchasing, security, facilities, process automation, and IT.  Previously, Robert served as V.P. of Finance at Galey & Lord and CFO of The Coastal Logistics Group as well as financial management positions within Lockheed Martin, Hormel Foods, and Hilton Hotels.   Robert is also the President and founder of the Global CFO Council.  The purpose of the Global CFO Council is to provide an educational and networking forum for Senior Financial Executives (SFEs) to share best practices, to discuss current financial issues, and to learn about current topics related to the performance of their jobs.  There are 1,500 members in 32 countries. 

 

Kelly Richmond Pope, Ph.D., CPA

Kelly is the IMA Research Fellow for Corporate Governance and Ethics. In this role, she oversees research and thought leadership in the areas of corporate governance, ethics, and fraud. Kelly’s research on executive misconduct culminated in directing and producing the award-winning documentary All the Queen’s Horses, which explores the largest municipal fraud in U.S. history. Additionally, she is the Dr. Barry Jay Epstein Endowed Professor of Forensic Accounting at DePaul University, where she teaches managerial and forensic accounting. She serves on the board of directors at the Greater Chicago Food Depository and as the chair of the audit committee. She holds a B.S. in accounting from North Carolina A&T State University and a Master of Accountancy and a Ph.D. in accounting from Virginia Tech.

 

Dave Reyes

He joined Maloney + Novotny LLC in 1986 and became shareholder in our Tax Consulting Services Group in 2000. He specializes in the areas of employee benefit plans and tax-exempt organizations. Dave is a Certified Employee Benefits Specialist (CEBS) and consults with clients in all aspects of their employee benefit plans. Dave works close-ly with the firm’s Employee Benefits Group who specializes in the audits of large retirement plans. Dave consults on tax issues related to these plans.