FMN Session

FMN Session

Sat., Jan 28th, 2023 from 9:00 AM to 1:00 PM

One of the most valuable products offered by the IMA is a video-training program introducing and explaining up-to-the-minute accounting and finance issues. Viewing and participating in the group discussion following provide 4 hours of NASBA-approved CPE credit. This workshop provides genuinely interesting training and discussion on a variety of emerging Accounting / Finance topics, all in a single morning. Please come again. If you haven't experienced it before, try it now!
FMN (Financial Management Network) is a joint project of IMA and Financial Executives International (FEI).  It is a video-training program introducing and explaining up-to-the-minute accounting and finance issues. Viewing and participating in the group discussion, with an opportunity to brainstorm and network with your peers, provides 4 hours of NASBA-approved CPE credit. This workshop provides genuinely interesting training and discussion on a variety of emerging Accounting / Finance topics, all in a single morning.  Best value for your money and time. 4 hours of NASBA-approved CPE for $35 (chapter members) and $50 (non-members).

TIME

Regular Registration and Sessions: 9:00 AM to 1:00 PM

LOCATION:

Delta Hotel By Marriott
2151 Laurelwood Road 
Santa Clara, CA 95054
(408) 988-8411 for directions


TIME

Regular Registration and Sessions: 9:00 AM to 1:00 PM

Location:

Delta Hotel By Marriott

2151 Laurelwood Road 
Santa Clara, CA 95054
(408) 988-8411 for directions



 
 

CONTINUING EDUCATION

4 NASBA-approved CPE hours

COST & REGISTRATION

For questions on FMN sessions, send an email to: nlsheets@sbcglobal.net

Registration—Member: $35
 


Cancellations will not be refunded/deferred or exchanged

Attendee registration for the upcoming FMN Sessions.

Register now

Note: Students must bring their student ID's for verification.

Finance Trends Today: Forecasting, Data and Automation
Field of Study: Management Services
Protiviti's 2021 Global Finance Trends Survey reveals an unambiguous conclusion.
The world, business and finance have entered a new era and there is no going back.
Tim Hird, executive vice president with Robert Half, and Jay Thompson, a managing
director with Protiviti, review the results of the survey focusing on how financial
executives feel about issues such as forecasting and planning, robotic process
automation, data, and talent management.

The World of Accounting Outsourcing
Field of Study: Accounting
Accounting outsourcing services, often provided by CPA firms, accounting and financial
professionals and consulting firms, have been around for a while and have gained more
popularity in the last two years. This was a trickle down effect of the pandemic and the
great resignation. Small and medium enterprises found themselves unable to manage
their day-to-day workload as they were left with minimal to no staff, or staff filling
unfamiliar roles and tasks. Jason Pourakis, partner, accounting and advisory service
line leader and Marine Rollinger, partner, accounting outsourcing services practice
leader, at Mazars USA, discuss the world of accounting outsourcing.

How to Assess & Manage Risk Within Your Organization – Part I
Field of Study: Management Services
Building a successful risk management program is not as straightforward as one might think. It
includes several focus areas such as a full risk management assessment and process, a regularly
updated and evaluated risk register, and a comprehensive insurance program that starts with a
package policy. David Peters, tax practitioner and financial advisor at Peters Tax Preparation &
Consulting, discusses how to build an effective risk management program and the main risks
controllers and financial professionals typically face.

Delegating, Coaching & Mentoring: Becoming an Effective Leader
Field of Study: Personal Development
Accounting and finance professionals need a variety of tools today to become effective leaders in
their organizations. Amongst those tools are three in particular, delegating, coaching and
mentoring, that have nothing to do with technical competencies. Dr. Belinda Johnson White,
founder, owner and managing director of Building Leaders LLC, discusses what each of those
tools entails, the steps to take in order to be effective, and the benefits to both the employees and
the organization when done right.