SEPTEMBER 20, 2017 | SAN FRANCISCO | HYATT REGENCY

8:00 AM — 6:30 PM

Future-Proofing Your Organization in an Uncertain World

Armanino’s 3rd annual EVOLUTION conference is focused on enabling smart business leaders to prepare their organizations for the future. As businesses face more disruptors and changes in the landscape, it is imperative to transform organizations to prepare them for whatever challenges and opportunities arise. The free, one-day event is dedicated to providing superior content, technology insights, essential networking and much more for business leaders.

Tracks include:

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RISK & COMPLIANCE

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INSIGHTS & ANALYTICS

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OPPORTUNITY

4 hours of California CPA continuing professional education (CPE) credits will be available to attendees.

SPEAKERS

Amazing Speakers

Our speakers – compliance, accounting, and technology experts – will share sound insights and best practices for future-proofing your organization in a constantly evolving business world.

We are still developing our top-notch speaker list – check back soon for updates!

Keynote

Mark Koziel
Executive Vice President
Association of International Certified Professional Accountants (AICPA)

Informative Experts

Andy Armanino
Managing Partner
Armanino

Nate Collins
Partner, CFO Advisory
Armanino

Nghi Huynh
Partner, Transfer Pricing
Armanino

Ricardo Martinez
Partner
Armanino

Theresa Brown
Partner, Client Management
Armanino

Minesh Patel
Manager, Cloud ERP
Armanino,

Ryan Prindiville
Director, Strategy & Transformation
Armanino

Andries Verschelden
Partner, Outsourced Finance & Accounting
Armanino

AGENDA

Next-Level Learning

Armanino conducted extensive research on the issues facing finance leaders today, including what’s expected to come and what’s still unclear about the future of the business world. EVOLUTION is custom-designed to enable executive, finance and IT professionals prepare for an uncertain future, navigate opportunities and protect their businesses against the ever-changing financial standards and technology risks.

Discover business insights during these tracks:

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RISK & COMPLIANCE

insights-analytics-icon

INSIGHTS & ANALYTICS

opportunity-icon

OPPORTUNITY

EVOLUTION 2017 | AGENDA

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Topic
Showing All
General Sessions
Opportunity
Risk & Compliance
Insights & Analytics
Sessions
Sessions
Sessions
Registration & Breakfast
7:30 am - 8:30 am

Welcome Remarks | Andy Armanino
8:30 am - 8:45 am
General Session
8:30 am - 8:45 am

CFO Evolution® Lastest Benchmark Survey Results | Matt Armanino
8:45 am - 9:30 am
General Session
8:45 am - 9:30 am

It’s clear that today’s business survival is based on how fast businesses can transform their company from a present state to a future state. The CFO has evolved to serve a more integral role in companywide affairs, so it’s crucial for them to take part in the transformation.

Armanino’s CFO Evolution® Benchmark Survey reports on the CFO organization’s responsibilities and roles, strategic priorities and thoughts on current trends from the finance perspective. Armed with the right data, insights and strategy, CFOs can drive growth and lead their businesses forward.

Learning objectives:
  ·   Evaluate CFOs view on complexity and what they view as priorities given the global pace of change
  ·   Analyze survey results regarding CFO goals for upgrading technologies, improving analytics, and building a scalable department
  ·   Benchmark your performance against your peers

Keynote | Disruptions and the Forces Driving Change
9:30 am - 10:15 am
General Session
9:30 am - 10:15 am

With disruptors like artificial intelligence (AI), robotics, blockchain, business model changes and new competitors in our backyards constantly, finance organizations need to support and drive change for businesses as well. This session will touch upon the changes coming as well as share how finance teams are reacting to those changes.

Morning Break
10:15 am - 10:30 am

Revenue Recognition: The Risk of Delaying Implementation
10:30 am - 11:25 am
Risk & Compliance
10:30 am - 11:25 am

Armanino’s experts will detail the consequences of delaying your preparation for ASC 606 and provide guidance for getting started. We’ll outline a straightforward way to ensure your board, executives and management team members understand the forthcoming impacts to the way you do business.
Learning objectives:
  ·   Examine a prototype revenue recognition gap assessment between current and future states
  ·   Evaluate the preparedness of internal team members to handle the requirements and impacts of the new regulations
  ·   Provide tips for working with an auditor to ensure independence in a gap assessment and streamline audits moving forward with the new standards
  ·   Hear from a CFO of a company that is an early adopter of ASC 606

Applying Automation to Data & Analytics for Your Business
10:30 am - 11:25 am
Insights & Analytics
10:30 am - 11:25 am

Are you using your organization’s data to its fullest potential? Odds are, there’s more you could do with your data. Automation enables your team to utilize the information you have in every department and at every stage of your business. By automating and integrating the flow of information throughout the ERP, CRM, procurement, CPM, expense management or any other business systems, numerous manual processes disappear and reporting becomes self-service. No matter the role, business users throughout an organization will be able to dig into the analytics they need to understand the business better.
  ·   Hear from your peers on how they overcame challenges and gained insights using automation
  ·   Experience the difference in visibility into your information with automation
  ·   Uncover the value of what improved analytics can do for your organization

Finance Transformation Strategies to Scale for the Future
10:30 am - 11:25 am
Opportunity
10:30 am - 11:25 am

With constant change in the business world, there’s no logic in continuing to just do things the way they’ve always been done. As the business world changes, so too must the finance organization adapt. Discover the trends happening in the business world today as companies shift from small to large, public to private and so on. Learn from experts on enabling the finance transformation for your organization.
  ·   Hear from a strategy leader on how he prepared his company for the next generation of business
  ·   Discover how to create a cohesive technology platform that scales with your business
  ·   Determine the business trends that will impact your business

Lunch | General - No Session
11:30 am - 12:35 pm

Lunch Presentation | Women in Leadership, sponsored by the Armanino Women’s Advancement Network
11:30 am - 12:15 pm
Lunch Panel
11:30 am - 12:15 pm
TBD

Negotiation is a critical skill to moving ahead and yet women tend to be more apprehensive than their male counterparts. In this lunch session, we will touch upon the differences of how men and women negotiate, the skills needed to leverage the unique perspectives women bring to the table and common pitfalls to avoid. Network with others in this session as well. All welcome to attend!

*Space is limited.

Lunch Roundtable | Tax Compliance in Changing Times
11:30 am - 12:15 pm

Review the latest updates on local, state and international tax requirements as you head into year end. Our experts will discuss significant updates of changes to tax regulation during 2017, as well as pending changes impacting financial operations in early 2018.

*Space is limited.

Lunch Roundtable | Executive Wealth Management: Investment & Estate Planning Best Practices
11:30 am - 12:15 pm
Lunch Roundtable
11:30 am - 12:15 pm

As a successful individual, you have specific needs and goals for financial planning and asset management that are influenced by many forces. Business and investment decisions should be reviewed regularly–in the context of the impact on your personal family wealth planning. Our experts discuss how you can best achieve personally-focused goals facilitated by good business and investment decisions.

*Space is limited.

Sponsor Expo
12:15 pm - 12:35 pm

Year-End Planning: Accounting and Disclosure Update
12:35 pm - 1:30 pm
Risk & Compliance
12:35 pm - 1:30 pm

Review the latest updates on accounting and disclosure requirements as you head into year end. Our experts will discuss significant Accounting Standard Updates (ASUs) issued by the Financial Accounting Standards Board (FASB) during 2017, as well as ASUs impacting financial operations in early 2018.

Key Insights for Building the Right Dashboards for Your Business
12:35 pm - 1:30 pm
Insights & Analytics
12:35 pm - 1:30 pm

We often hear from business leaders that accurate reports and relevant dashboards are key to their business goals. However, many aren’t sure how to enable their teams with the right tools to reach their goals. Your business information doesn’t have to be restricted to one system or one department. Join this workshop session to:
  ·   Determine the importance of rolling forecasts, customized dashboards and more to achieve your specific strategic goals
  ·   Uncover the keys to using your business data for faster decision-making
  ·   Learn the tools to establish the key performance indicators (KPIs) essential for meeting the needs of different roles in your organization
  ·   Determine the right ways to analyze your information using different technologies

Strategic Planning in a Volatile, Uncertain, Complex & Ambiguous (VUCA) World
12:35 pm - 1:30 pm

VUCA means “Volatility, Uncertainty, Complexity & Ambiguity” and industry research illustrates that we are experiencing an unpredictable business environment. Two-thirds of CEOs believe that the next three years will be more critical for their industry than the previous 50 years. And 85 percent of CEOs admit vulnerability about the amount of time they have to spend strategizing about the forces of disruption and innovation. Today’s finance leader must help the executive team manage current and future challenges.

In this session, Armanino partners Theresa Brown and Matthew Chavez will interview clients who are taking a strategic approach to navigating the constant state of change.
Learning objectives:
  ·   Review operational and process assessment methodology for application in your organization
  ·   Evaluate critical factors to establish a technology ecosystem roadmap
  ·   Gain firsthand knowledge from a business leader who has taken a strategic approach to navigating VUCA

Afternoon Break
1:30 pm - 1:45 pm

Revenue Recognition: The Risk of Delaying Implementation
1:45 pm - 2:40 pm
Risk & Compliance
1:45 pm - 2:40 pm

Armanino’s experts will detail the consequences of delaying your preparation for ASC 606 and provide guidance for getting started. We’ll outline a straightforward way to ensure your board, executives and management team members understand the forthcoming impacts to the way you do business.
Learning objectives:
  ·   Examine a prototype revenue recognition gap assessment between current and future states
  ·   Evaluate the preparedness of internal team members to handle the requirements and impacts of the new regulations
  ·   Provide tips for working with an auditor to ensure independence in a gap assessment and streamline audits moving forward with the new standards
  ·   Hear from a CFO of a company that is an early adopter of ASC 606

Next-Level Strategies for Your Business Partnerships, Processes & Technologies
1:45 pm - 2:40 pm

This session will cover real-world examples of business leaders who have made a difference in their organizations utilizing the right partnerships, technologies and resources. Finance leaders and strategy experts will discuss how to optimize resources to take your organization from where it is today to where you want to be tomorrow. Join this session to learn how to:
  ·   Standardize processes to improve efficiency
  ·   Employ partnerships effectively to reach strategic goals
  ·   Integrate technologies to streamline manual efforts

Exit & Succession Planning: Best Practices for Higher Returns
1:45 pm - 2:40 pm
Opportunity
1:45 pm - 2:40 pm

Creating an exit plan should be a part of your business practices, regardless of what stage of growth your company is in or what type of economic environment exists. Whether you’re planning for an IPO, merger or transitioning your business to the next generation, you need to be prepared well in advance to ensure you’re not hit with unnecessary and avoidable consequences.

Refreshment Break
2:40 pm - 3:15 pm

Cybersecurity – Business Leaders’ #1 Risk
3:15 pm - 4:10 pm
Risk & Compliance
3:15 pm - 4:10 pm

During this fast-paced session, we’ll explore five critical elements to consider when thinking about your cybersecurity program. Discover best practices, benefits and methods to safeguard your company and client data.

Applying Automation to Data & Analytics for Your Business
3:15 pm - 4:10 pm
Insights & Analytics
3:15 pm - 4:10 pm

Are you using your organization’s data to its fullest potential? Odds are, there’s more you could do with your data. Automation enables your team to utilize the information you have in every department and at every stage of your business. By automating and integrating the flow of information throughout the ERP, CRM, procurement, CPM, expense management or any other business systems, numerous manual processes disappear and reporting becomes self-service. No matter the role, business users throughout an organization will be able to dig into the analytics they need to understand the business better.
  ·   Hear from your peers on how they overcame challenges and gained insights using automation
  ·   Experience the difference in visibility into your information with automation
  ·   Uncover the value of what improved analytics can do for your organization

Finance Transformation Strategies to Scale for the Future
3:15 pm - 4:10 pm

With constant change in the business world, there’s no logic in continuing to just do things the way they’ve always been done. As the business world changes, so too must the finance organization adapt. Discover the trends happening in the business world today as companies shift from small to large, public to private and so on. Learn from experts on enabling the finance transformation for your organization.
  ·   Hear from a strategy leader on how he prepared his company for the next generation of business
  ·   Discover how to create a cohesive technology platform that scales with your business
  ·   Determine the business trends that will impact your business

EVOLUTION Wrap-Up: Takeaways & Future Insights
4:10 pm - 4:30 pm
General Session
4:10 pm - 4:30 pm

With so much powerful thought leadership, it’s impossible to take it all in at EVOLUTION. This fast-paced, informative session will provide you with critical next steps for your organization and your career from Armanino’s influential professional development conference. Break out your notepad to ensure you don’t miss any of the highlights.

Reception
4:30 pm - 6:30 pm

EVOLUTION 2017 | AGENDA
Sessions

SUPPORT, DEMOS, UPGRADES & MORE

Technology Experience Hub

The Technology Experience Hub will be open throughout the entire conference and is designed for attendees to stop by anytime. Visit one of the Tech Hub booths to enjoy one-on-one learning about the latest technologies driving businesses. Hone your personal tech skills through tips and tricks, ask the experts for technical advice, request a demo or discover new solutions important to your specific business needs.

DISCOVER MORE FROM OUR EXPERTS ON:

LOCATION

Getting Here from There

Right near the California Street cable car, the Hyatt Regency San Francisco is a 4-minute walk from the Ferry Plaza Building and mere steps from BART.

VALET PARKING

$15 for 1st hour and then $7.50 for every 30 min after that with a maximum of $70 for 24 hours, no in and out privileges.

SELF PARKING

Self-Parking at any of the Embarcadero Garages on a weekday will cost $6 per 30 minutes, with a maximum of $34.

Due to tight enforcement, we do not recommend parking on the streets around the hotel.

BART ACCESS

Exit at Embarcadero station and use the Drumm St. exit.

The hotel is located directly outside the station.

Trains are available every 15-20 minutes.

SPONSORS

Thank You for Your Support

Armanino is proud to present our annual EVOLUTION Conference alongside great sponsoring companies. Thank you to all of our sponsors for their tremendous support.


PLATINUM


GOLD

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SILVER

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“A fantastic one-day event; life-changing, I might add.”

Recap - Presentations Available!

Thank you to everyone who contributed to the success of EVOLUTION 2017! We received great feedback from our attendees and team members and look forward to next year’s conference. Check out the available session presentations below and feel free to connect with us through contact@armaninoLLP.com. See you next year!