Conference Sessions

8:10 a.m. - 9:00 a.m.

Recent Development and Critical SEC Updates

Kent Student Center - Kiva

Tim Gearty, one of the top professional speakers before professional accountants, will provide a meaningful and concise overview of recent PCAOB and SEC developments.  The session includes SEC enforcement focus, new rules, simplify disclosures framework, cost and burden on registrants, cybersecurity risks and disclosures, revenue recognition, leases, SAB 74 disclosures, summary of 2016 inspection deficiencies, and comments to help registrants improve the quality of financial reporting.  This session has value for all companies providing financial statements.

9:00 a.m. - 11:20 a.m.

Stop.  Think.  Connect: Prepare for Trends in Cybersecurity

Kent Student Center - Kiva

Now more than ever, companies have an acute awareness of the growing devastating security workplace and beyond cyber risks they face.  Cyber attacks can lead to loss of confidential information, regulatory fines and scrutiny, and ultimately reputational risk.  Further, new attack vectors such as cloud environment and “Internet of Things” introduce everyone to regular additional attack vectors to be exploited.  In today’s internet-connected world, it is likely not if, but when, your company will become a victim.

Join Protiviti’s Cyber Security Leader Andrew Retrum and a panel of thought leaders on the topics of the risks to organizations today, what smart organizations are doing to manage those risks, and how employees and individuals can help.

Sophisticated cyber actors and nation-states exploit vulnerabilities to steal information and money and are developing capabilities to disrupt, destroy, or threaten the delivery of essential services.  This interactive session with conference attendees will help you to better understand cyber threats and empower you to be safer and more secure when online.

11:20 a.m. - 12:10 p.m.

Obtaining Positive Results by Using Conflict Management to Your Advantage for WIN WIN Results

Kent Student Center -  Ballroom

Heavy workloads and corporate stress has increased the need to understand workplace conflict management.  It is the process of limiting the negative aspects of workplace conflict while increasing the positive aspects.  Organizational conflict at the interpersonal level includes disputes between peers as well as supervisor-subordinate conflict.  Different stakeholders may have different priorities; conflicts may involve team members, departments, projects, organization and client, boss and subordinate, organization needs vs. personal needs.

The aim of conflict management is to enhance learning and group outcomes, including effectiveness or performance in an organization setting.  This session will help you understand your own conflict styles of others.  This interactive session will provide your own self-assessed conflict mode determination.

12:10 p.m. - 1:20 p.m.

Keynote Speaker at Lunch

How the CMA and Related Learning Enhances Personal Brand and Professional Reputation


1:30 p.m. - 2:45 p.m.

2 Concurrent Tracks

Track 1

Successful Leadership with Multi-Dimensonal Finance Transformations

Kent Student Center - Kiva

Now more than ever, companies are facing multiple transformational events at the same time.  Each transformation is getting more complex and has increased risks.  Over 70% of transformations fail to meet their time goals, cost goals or ROI targets, and ultimately have reputational, operational, and reporting risks for the company.  Discussions with a panel of experienced practitioners related to IT, FP&A, financial reporting, internal control, and transformational challenges will cover many of the factors required to improve the odds of transformation success.

Join moderators Gabe Zubizarreta and Steve McNally along with a panel of other thought leaders as they discuss the many dimensions that smart organizations are addressing to manage successful transformations and reduce related risks.  Learn how aspiring leaders can distinguish themselves in this challenging environment.

Transformation will cease to be an issue when change stops, competition lessens, and economic conditions become predictable.  Until then, transformations will reflect our most challenging, evolving, and unpredictable times.

Track 2

Ethics in Action - How to Shine in An Unethical World

Kent Student Center - Governor’s Chamber

Every day accountants make ethical choices that shape their lives and careers.  Our profession is built on integrity, trust and confidence that they play a part in nurturing, supporting and building a successful organization.  No organization is free from ethics and compliance challenges.  This session will explore and discuss the ethical guidelines supported by the IMA and the AICPA.  Research reports 60% of misconduct involved someone with managerial authority, the very people who are supposed to set a good example of ethical conduct and make sure employees honor company rules.  Join a lively, stimulating journey into ethics than can be used for one hour of Ohio CPA ethics requirement.

Professional Standards and Responsibility - Accountancy Board of Ohio Approved Ethics

Kent Student Center - Governor’s Chamber

The Ohio Board of Accountancy requires three CPE hours of credit in Professional Standards and Responsibilities as part of the 120 hours of CPE in each reporting period in order to renew an Ohio CPA license.  This session provides a relevant refresher over relevant sections of the Ohio Revised Code, Ohio Administrative Code and Accountancy Board of Ohio Rules and disciplinary actions.  Attendees are provided the necessary research tools to find all answers to CPA permit and license requirements, CPA license renewal, CPE rults and verification, Ohio Accountancy fees, Board complaint investigation, accounting standards and ethical standards.  The session includes current ethical issues in the accounting profession.


8:00 a.m. - 11:45 a.m.

Financial Reporting Panel: Accounting Standards Update

Kent Student Center - Kiva

This year’s conference continues the 40-year plus popular tradition of providing a distinguished panel of top regulators from the SEC, FASB, PCAOB, and a representative of public accounting to discuss the latest regulations and their practical application to the world of financial reporting.  The session will provide an update on the latest regulations by the professionals at the highest level who are involved in issuing and interpreting the rules.  Dennis Beresford, former Chair of the FASB, will moderate a lively and informative discussion in which attendees are permitted to ask their application                 

questions directly to the panel.  Every year attendees leave the session with a wealth of practical information to make sure that they know how to comply with the regulatory rules.

11:45 a.m. - 1:30 p.m.

Keynote Speaker at Lunch

Disruptive Technology - The Next Big Thing That Will Change Everything!

Kent Student Center - Ballroom

1:30 p.m. - 2:30 p.m.

Internal Controls and Sustainability Reporting - Good for Business

Kent Student Center - Ballroom

What do the former Chairman of the FASB, the former Chairman of COSO, and the current COSO Board Member and IMA CEO have in common?  Love for the Cavs?  Probably not.  The Browns?  Please!  What they have in common and wish to share in a provocative and experiential conference session is their belief that business performance and value creation extend will beyond financial statements to include non-financial or sustainability measures of success (e.g., innovation, access to customers, employee retention, social capital, etc.).  This session shows how the COSO ICIF (Internal Controls Integrated Framework) can be applied to sustainability performance data to give organizations greater assurance and confidence in their quest for value creation in a fiercely competitive and disruptive business environment.

2:30 p.m. - 4:30 p.m.

2 Concurrent Tracks

Track A

The Digital Workforce: Robotic Process Automation and Process Analytics in Accounting

Kent Student Center - Kiva

Technology tools that actually make your working life easier?  That is certainly the promise of robotic process automation (RPA) technology, and the allure of smart analytic software programs.  With all the complexities that come with managing, operating, and maintaining an accounting function, there are finally some tools that have been designed to help eliminate those dreaded, mundane, administrative tasks and give you some time back to perform the higher value work that you actually want to do.

Join Evan Campbell and Casey Poon frm Protiviti as they explore two of the fastest-growing technologies that are being adopted by companies across all industries and geographies.  Learn more about how RPA and smart analytic technology operates, how easily it can be implemented to quickly optimize productivity, how one’s manual processes can be automated, how you can identify processes that are ripe for automation, and ultimately what steps you can take to start reclaiming the best part of your work day.

A Note About Robotic Process Automation (RPA)

This new technology allows for computer software or a “robot” to capture and interpret existing applications for processing a transaction, manipulating data, triggering responses and communicating with other digital systems.  Attendees will learn how the technology of RPA can be applied specifically to a wide range of industries and make an assessment if it is something they should consider for their company.

Track B

Women in Accounting or Finance Leadership Position - The Future is Yours

Seating is Limited to the First 125 Registrants

Kent Student Center - Governor’s Chamber

Change is here.  Women leadership matters.  Female executives and leaders play a significant role in corporate initiatives and organizational culture.  Female business owners, managers, and executives are aware of the many barriers - some intentional, some unintentional - than can affect their pathways to success.  Learn from an expert panel of leaders in this inspiring, informative, and interactive panel session that provides a forum for current and aspiring leaders in accounting and finance to share thoughts and experiences on leadership success.  Attendees will have an opportunity to hear about the latest research and to learn from dynamic and successful women leaders who will share their real-world business experiences of leading organization to foster an inclusive culture and promote positive change agents on gender parity