CFO & Senior Financial Management Summit

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  • Date/Time
    • Oct 18, 2019
    • Sign In: 7:45am (MT)
    • Program: 8:00am - 4:15pm (MT)
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  • Location
    • Center of Influence
      805 W Idaho St Suite 400
      Boise, ID 83702
    • Map
  • Credits
    • 8.00
  • Credit Type(s)
    • Specialized Knowledge and Applications (8.00)
  • Prerequisites
    • None

  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Fields of Study
    • Controllership
    • Management
    • Personal Development
    • Personnel


CFOs and senior financial managers, when well-equipped with strong leadership skills, can act as catalysts for growth for their companies and careers. This summit, designed with the needs of senior financial leaders in mind, features a range of timely topics geared towards enhancing these skills. Join us for a day to connect with other financial professionals in Idaho, consider issues from a new angle and re-energize yourself.


  • Listening and Crucial Conversations
  • Hiring, Firing, Harassment, etc. - there is a right and a wrong way...
  • Change Management: Making a Change that Sticks
  • Take Control of Your Healthcare Spending
  • Industry Speed Dating - It's Just Lunch...
  • Designed For

  • CFOs
  • CEOs
  • Corporate leaders
  • C-suite executives
  • Finance directors
  • Controllers
  • Financial Analysts
  • Objectives

  • This summit was designed with the needs of CFOs and senior financial managers in mind and is geared towards enhancing the skills you rely on.
  • To provide Financial managers and CFOs with ideas which will improve their company's business processes.


    • Listening and Crucial Conversations
      • 8 – 9:50 am
        • Presented by John Shipley, AmeriBen Human Resource Consultant 
    • Employment Law Hot Topics
      • 10 – 11:50 am
        • Presented by John Ashby, Hawley Troxell 
    • Speed Dating - it's just lunch
      • 12 – 1:15 pm
        • Presented by You, the attendees & accounting students
    • Change Management: Making a Change that Sticks
      • 1:30 – 3:20 pm
        • Presented by Connie Miller, ICON Credit Union President & CEO
    • Take Control of Your Healthcare Spending
      • 3:30 – 4:20 pm
        • Presented by Trent Nate, SelectHealth

  • Highlights

    Listening and Crucial Conversations

    Listening is one of the most overlooked skills in communication, but too often we are distracted and misinterpret what is being said or going on. Improving this skill and being reflective of our own perspectives can help us work through even very complex situations better. This training will provide you with the knowledge and skills needed to listen better and manage difficult conversations and moments more effectively.

    • Presented by John Shipley, AmeriBen Human Resource Consultant

    Employment Law Hot Topics

    John Ashby, an employment lawyer with Hawley Troxell, will discuss updates and hot topics in employment law. This session will focus on common areas of liability faced by employers, including risks in employee hiring, termination and workplace harassment issues. John will provide practical advice and tips on steps employers can take to comply with employment laws and avoid employment related claims.

    Change Management: Making a Change that Sticks

    Join this in-depth discussion on why we get stuck, even when we have great intentions for a positive change. Learn from a fellow as she shares her experiences with how to manage through emotional changes and those that may create fear and uncertainty in one’s life. You’ll leave this session with a clear understanding of the coping mechanisms that get in your way and how to overcome them.

    • Presented by Connie Miller, ICON Credit Union President & CEO

    Take Control of Your Healthcare Spending

    Breaking through the Status Quo by changing the benefits game to help employers gain control of their healthcare spend and boost their bottom line. Be warned, there is so much information packed in this session it might make your head explode!

    • Presented by Trent Nate, SelectHealth

    Speed Dating - it's just lunch

    This is your opportunity to impress Beta Alpha Psi students as to why they should consider working for you in industry! Each company present will have a brief opportunity to do a self-promoting commercial and gain feedback from potential new talent!

    • Presented by You, the attendees

    Register Now

    Registration is closed. Please contact ISCPA at 208-344-6261 or email if you have any questions.


    Connie Miller


    Connie Miller

    Connie Miller President/CEO Icon Credit Union

    Connie is currently the President/CEO of Icon Credit Union. Connie was honored as one of Idaho’s six CEO’s of Influence for 2014 by the Idaho Business Review for her leadership, integrity, vision, commitment to excellence, diversity and influence. Connie has led Icon Credit Union to a Top 200 Credit Union from almost 5,700 credit unions in the nation, and was recently named a recipient of the Idaho ICON Awards for being a pioneer and change-maker, and showing proven notable success and demonstration of strong leadership both within and outside of their chosen field.

    Connie Miller graduated from Boise State University with a Bachelors of Business Administration Degree in Accountancy. She started her career at the Girl Scouts of Silver Sage Council, working for 12 years as their Accountant. Connie received her graduate level certification from Western CUNA Management School. She has worked for Icon Credit Union for 20 years, and was promoted to President/CEO in 2008. In addition to the Idaho Business Review’s CEO of Influence for 2014, Connie was also awarded the Thanks Badge II in 2014, the highest award in Girl Scouting, for her exemplary service to the Girl Scout organization and has served several years in the past on their board, including as Board Chair.

    Connie was recently named the 2017 Idaho Advocate of the Year by the Northwest Credit Union Association and the 2017 Excellence in Finance by the Idaho Business Review. She was appointed to the Twelfth District of the Federal Reserve Bank Community Financial Depository Institution Advisory Council in 2017. In addition, Icon Credit Union was awarded one of the top 10 or runner-up for the Best Places to Work the past several years. Connie is a graduate of Leadership Boise through the Boise Metro Chamber of Commerce.

    She has three adult sons and an incredibly supportive husband, Neil, of 35 years. Her passions include building strong leaders, strong cultures in the workplace, strong boards, financial education, and giving back to the community. Connie believes strongly in serving others, serves on several local boards, and volunteers for numerous nonprofits in the Treasure Valley today. Some of these include the State Board for Junior Achievement, Global Women’s Leadership Network, I-WIL, Girl Scouts, Big Brothers Big Sisters, Northwest Credit Union Association, Wyakin Warrior Foundation, and Celebrate Recovery, to name a few. Her most passionate volunteer activities are those that build youth leadership skills and building leaders. Connie’s hobbies include camping, crafts, metal detecting, and playing poker.

    Education: BBA Accounting, Boise State University

    Strengths: Transformational Leadership, Individual Development, Strategic and Futuristic Thinker and Motivational Mentorship

    Weaknesses: Ability to tolerate cold weather, lacks knowledge of useless trivia, television and pop culture references

    Jon Shipley

    John Shipley

    Jon Shipley is a Human Resource Consultant that has been working with AmeriBen since 2016. He received his Ph.D. in Organizational Communication from Texas A&M, specializing in organizational culture and development. Over the years, he has enjoyed a variety of experiences in business, from sales and account management to customer service and branch management.

    Jon’s expertise lies in creating interactive learning experiences – he has over 9 years teaching at the university level and received departmental awards based on that work. Currently he holds an adjunct position at Boise State University, teaching classes in organizational and interpersonal communication

    John Ashby


    John Ashby is a partner in the firm’s employment and litigation groups. John represents employers in administrative proceedings and litigation involving claims of wrongful discharge, discrimination, harassment, and fair labor standard practices. He also advises employers on compliance with federal and state employment laws and conducts management training in a variety of employment-related topics. He has represented clients in a broad range of litigation in state and federal courts throughout Idaho and before the Idaho Supreme Court and the United States Court of Appeals for the Ninth Circuit. DUCATION LAW SCHOOL: University of Arizona College of Law, J.D., Order of the Coif, summa cum laude, 2004

    Articles Editor, Arizona Law Review

    UNDERGRADUATE: Boise State University, B.A., magna cum laude, 2000

    COMMUNITY ACTIVITIES Boise Metro Chamber of Commerce, Leadership Boise, 2013-2015

    Treasure Valley YMCA, Board Member, Human Resources Committee Member

    Trent Nate


    Trent began his career as a Financial Advisor and Associate Manager for Beneficial Financial Group in Logan, UT. In 2007 he moved to Idaho and accepted a position as Sales Executive for Regence BlueShield of Idaho, where he was responsible for the sales and management of individual, family, and Medicare plans, and awarded as the 2009 Sales Executive of the Year. While there, he also served as President of the Treasure Valley Association of Health Underwriters. Trent went on to build an independent Property & Casualty insurance agency with Allegis Benefits Group, supporting the efforts of 110 financial professionals in four states. Most recently, Trent traveled the world working as a Sales and Business Development Consultant for Fortune 100 companies including Intel, AT&T, Time Warner Cable, UBS, Weight Watchers, Google, and Anthem BlueCross/BlueShield. He has served the community on the Board of Directors for both the Boys and Girls Club and the Idaho Senior Games, where he has led efforts to increase the number of athletes who participate in the games.

    Trent is a passionate leader who thrives on finding innovative ways of driving success. His greatest satisfaction comes from helping others think differently and challenging themselves to improve.

    Trent grew up on a family ranch in southwestern Wyoming. He graduated Magna Cum Laude from the John M. Huntsman School of Business at Utah State University, where he was also a four-year letterman on the Aggie Football team, and the recipient of the Big Blue Club Student-Athlete of the Year Award.

    Trent, his wife Megan, and his daughter Sydney, live in beautiful Meridian, Idaho, where they love spending time in the outdoors. Trent also enjoys spending his weekends coaching and developing young student-athletes.

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