Controller's Workshop


***Free 3 Hours CPE for Members and Friends***
Virtual Annual Controller’s Workshop 

Friday, November 22, 2023 - 9 am to 12 pm
Brochure_2024.pdf

Register for Controller's Workshop

SEMINAR OUTLINE

9:00  Transforming Your Business with Data Analytics

Gaby Lahoud, CFA, CMA, CSCA, PMP, MBA

Gaby will demonstrate how data analytics can be used in your business to enhance reporting.

The ongoing power of Excel in data analytics
- How iXBRL is reshaping SEC reporting and taxation
- The use of data analytics and AI in Auditing
- Tableau, Python, Power BI, and other data analytics tools

10:00  The Future of Accounting and Auditing with AI

Francis Elhelou

·Skills for the future: Talk about the evolving role of accountants and auditors as AI takes over more routine tasks, shifting the focus to strategic decision-making, data interpretation, and advisory roles.
·Collaborative AI tools: Show how AI systems can work alongside human accountants to improve accuracy and productivity, augmenting rather than replacing human expertise.
·Emerging trends: Give insights into cutting-edge AI technologies that are likely to reshape the accounting profession over the next decade, such as blockchain combined with AI for transparent, secure financial records.

11:00 Valuing a Business in an Era of Economic and Policy Instability

Ron DiMattia CPA/ABV, CMA

We have been living in a fairly lengthy period of economic and policy instability. This creates uncertainty when we value a business, because instability makes developing useful valuation analyses much more difficult. This presentation will provide background information about principles of valuation, elements of current economic and policy instability and how to deal with such instability in the context of a business valuation. It will also summarize steps that attendees can take to deal with economic and policy instability in their internal planning processes.