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

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.

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

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

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

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.

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.

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.

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.

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

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

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

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

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.

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.

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

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

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.