CFO - Employees Today and Tomorrow

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  • Date/Time
    • Dec 6, 2024
    • Sign In: 7:30am (MT)
    • Program: 8:00am - 3:45pm (MT)
    • Add to Calendar
  • Location
    • ISCPA Enrichment Center
      1649 W Shoreline Drive #202
      Boise, ID 83702
    • Map
  • Credits
    • 8.00
  • Credit Type(s)
    • Business Management & Organization (4.00)
    • General Ethics (2.00)
    • Personal Development (2.00)
  • Prerequisites
    • Some management experience is helpful. 

  • Vendor
    • The Knowledge Institute, LLC
  • Level
    • Update
  • Fields of Study
    • Business Management & Organization
    • CFO Series
    • Finance
    • Personal Development
    • Personnel/Human Resources
  • Message
    • ATTENDING In Person

Description

NEW EVENT

The war for talent is ongoing. We review four topics, concentrating on today's employment realities, getting the most from your team, how to attract and retain talent, how utilizing the employment life cycle can deliver better performance, and how re-invigorating careers (yours and others) can make our professional role easier and deliver better financials. The cost of 'mismanagement' is huge, and we discuss tactics to help you and your colleagues improve. You and your team can do better, and we will help you discuss how.

This day of the CFO Series will focus on these four topics

  • Are Employees Assets? Today's New Employment
  • The ROI on Your People? Maximizing Returns
  • Understand & Enhance the Employee Life Cycle
  • Heartfelt Leadership: How Ethical Leaders Build Trusting Organizations

 

This event is part of ISCPA's 2024 CFO Series, designed to provide a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to choose multiple days of CPE with a single decision. Each day consists of a subject-matter expert, leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level, colleague-to-colleague approach with case studies, group discussions, and team exercises.

Designed For

  • This series is for people who are, or aspire to be, chief financial officers
  • The CFO Series provides extensive case study analysis and many opportunities for group discussion
  • The discussions will be most appropriate for people in medium-sized organizations - however, EVERYONE will gain from this day!
  • Objectives

    This CFO Day:

    • Recognize the numerous significant external factors and trends in today's workplace.
    • Discover how we need to transform our management and leadership tactics to thrive in the next twenty years.
    • Understand how to look at the requirements of the modern-day CFO differently and how to be an effective leader in your organization.
    • Gain a deeper appreciation of the 'employee life cycle', and the value of effective on-boarding.
    • To discover the qualities of great leaders and how you can become a great and heartfelt leader, no matter your title or place in an organization. 
    • This day provides extensive case study analysis and many opportunities for group discussion.

    This stand-alone event is also part of the 2024 ISCPA CFO Series, which is 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.
    • To make planning your 2024 CPE quick and easy - all 40 CPE credits in one convenient package!
    • Registering for the entire series saves you up to $425! Click here to save

    Highlights

    Session 1: Are Employees Assets? Today's New Employment

    As the managers' role continues to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, but does this treatment bias our view of the people in our organization? What do the most successful organizations do, believe, and why? What are the winning organizations doing that works? If you have an opinion as to whether employees are an asset or not, this is a thoughtful, interactive discussion to highlight what works in today's new employment environment.

    • GAAP vs economic value of employees
    • The changing landscape of work
    • The need to change management tactics
    • Different generations and demographics
    • Understanding the differences
    • What issues do they present
    • How do we improve our understanding
    • Employee engagement/assessment surveys and what they should tell us
    • Successful tactics for today's workforce

    Objectives: 

    1. Recognize the numerous significant external factors and trends in today's workplace.
    2. Discover how we need to transform our management and leadership tactics to thrive in the next twenty years.

    Session 2: The ROI on Your People? Maximizing Returns

    Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth.

    • How can we realize the most from our staff
    • Dealing with people
      • Dealing with people issues the right way
    • Conflict management issues
    • How to truly empower your employees
    • Organizational culture and how to be a part of positive change
    • What are some of the 'other' employee issues that go unsaid
      • What does work/life balance mean today?
      • What do employees want and care about now

    Objective:

    1. Understand how to look at the requirements of the modern-day CFO differently and how to be an effective leader in your organization.

    Session 3: Understand & Enhance the Employee Life Cycle

    Many organizations have a documented process for their employment life cycle but do not look at it wholistically. Having a longer view of the employee life cycle can provide more value to your company than you think. Join us for an interactive discussion around the entire life cycle of employees with best practices discussed on continuous improvement for your organization. This session will provide an overview of each of the steps in the timeline from multiple perspectives, to provide keen insights on actionable ideas to take back to your workplace and implement today. A key step to winning the war for talent.

    • Understanding the various stages of the employment life cycle
    • Onboarding and orientation
      • Best practices and examples
    • What goes wrong with training, cross-training, and growth priorities
    • Are performance evaluations necessary
    • How to unleash your staffs' hidden talent
    • How to attract and retain talent in today's environment
      • What works

    Objective:

    1. To gain a deeper appreciation of the 'employee life cycle,' and the value of effective on-boarding.

    Session 4: Heartfelt Leadership: How Ethical Leaders Build Trusting Organizations

    Leaders provide the culture, environment, values and incentives that foster and encourage change. Most importantly, great leaders create environments of trust which allow employees to challenge, innovate and work as teams. In a rapidly changing world, heartfelt leaders build great organizations.

    • Can ethics be defined? How?
    • Are there business ethics?
    • How to identify ethical issues
    • Deciphering your ethical code
    • Why ethical behavior is good for your business
    • How to make ethical decisions
    • Defining leadership
    • Why trust matters
    • Differences between leaders and managers
    • Why we need trustworthy leaders

    Objective: 

    1. To discover the qualities of great leaders and how you can become a great and heartfelt leader, no matter your title or place in an organization.

    Advanced Prep

    • Manual
      • If you did not purchase a printed manual, download it from your upcoming events in "My CPE" on website, and bring it with you
      • If you did purchase a printed manual and would also like an electronic copy be sure to download it
    • Review ISCPA Parking Map - found in your email confirmation

    Register Now

    Or Attend Online

    Leaders

    Robert Barry

    Robert is a Certified Public Accountant who actually likes people more than he does numbers. With more than 20 years in the risk, audit, and compliance sector, he is an internationally recognized speaker, trainer, author and podcast host.

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