Evolution Conference 2018
  • October 8, 2018

  • San Francisco, CA

  • Marriott Marquis

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Keeping Up With the Speed of Change

Armanino’s 4th annual EVOLUTION conference is focused on enabling savvy business leaders to prepare their organizations for whatever challenges and opportunities arise. The free, one-day event is dedicated to providing you superior content, technology insights, essential network-building and much more.

 

Keep your organization at the forefront of our changing markets at EVOLUTION 2018.

 

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

Industry Leading Speakers

Our roster of compliance, accounting and technology experts will share sound insights and best practices for ensuring your organization is keeping up with the speed of change in a constantly evolving business world.

Matt Armanino

Matt Armanino

Partner & Chief Operating Officer
Armanino

Sessions

CFO Evolution® 2.0 Survey Results for Transformation

Dr. Janet Lapp

Dr. Janet Lapp

Author and Founder

ChangeFitTM Leadership Boot Camps

Keynote

Creating a Mindset to Thrive in the 4th Revolution

Margo Allen

Margo Allen

Fiscal Services Officer

Alameda County Employees' Retirement Association

Session

Business Analytics to Address the Changing Marketplace

Liam Collins

Liam Collins

Partner-in-Charge, Risk Assurance and Advisory

Armanino

Session

Data & Privacy Protection: GDPR, California Privacy Act and Beyond

Ricardo Martinez, CPA

Partner, Audit

Armanino

Session

Keeping Pace with Compliance Changes

Jenn McCabe

Jenn McCabe

Partner, Outsourced Finance & Accounting, HR Services

Armanino

Session

Building the Team of the Future

Mark Nittler

Mark Nittler

Software Product Leader | Visionary | Strategist

Session

Deploying Technology to Address Market Disruptors

Kate Pletcher

Kate Pletcher

Founder & CEO, Treehouse Partners

Professor, UCLA Anderson School of Business

Session

Building the Team of the Future

Ryan Prindiville

Ryan Prindiville

Director, Strategy & Transformation

Armanino

Session

Drive Your Success with a Technology Roadmap

Agenda

This year’s EVOLUTION focuses on enabling executive, finance and IT professionals to prepare for an uncertain future, successfully navigate opportunities and protect their organizations against ever-changing finance standards and risks. Our agenda is based on extensive research into the issues facing business leaders today, what’s expected to come and what’s still unclear about what lies ahead for the business world.

7:30am – 8:30am   Registration and Breakfast

8:30am – 8:45am  Welcome Remarks Andy Armanino

Armanino Managing Partner Andy Armanino will deliver the opening remarks for the 4th annual EVOLUTION conference.


Andy Armanino - Managing Partner, Armanino

8:45am – 9:30am  CFO Evolution® 2.0 Survey Results for TransformationMatt Armanino

CFO Evolution® 2.0 outlines the journey to becoming a transformational CFO, one who uses innovation and influence to help drive their organization forward.

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. CFOs will get learn how to build their skillsets and serve as a business leader and partner to the CEO.

Learning objectives:

  • Evaluate skillsets required to evolve your finance team into a transformational CFO organization
  • Analyze survey results regarding CFO goals for upgrading technologies, improving analytics, and building a scalable department
  • Benchmark your performance against your peers

Matt Armanino - Partner & Chief Operating Officer, Armanino

9:30am – 10:15am  Keynote: Creating a Mindset to Thrive in the 4th Revolution Dr. Janet Lapp

Do you have the future-ready mindset you’ll need to help your organization capture their best future? Does your organization have the collective ability to survive a disruption?

In this keynote, you’ll learn about the skillset of disruptive leaders and those who thrive after and during disruptive change, and take steps toward developing it. Find out how to see if your organization is keeping up with the speed of change and know what steps to take to put you ahead of the power curve.

Dr. Janet Lapp is a board-certified neuropsychologist, former professor and founder of the Center for Leadership Development and ChangeFitTM Labs. Over the past 25 years she and her firm have developed future-ready leadership in organizations throughout the world. A member of the Speakers Hall of Fame, she has been rated by Toastmasters as one of the top three speakers worldwide.

Learning Objectives:

  • Determine the future mindset skills needed to thrive in the future
  • Discover where you sit with these skills
  • Gain valuable and insightful actions that can be taken for improvement

Dr. Janet Lapp, Author and Founder, ChangeFitTM Leadership Boot Camps

10:15am – 10:30am Networking Break

10:30am – 11:25am  Deploying Technology to Address Market DisruptorsMark Nittler

Disintegrated business systems fail to meet the needs of modern businesses and nonprofits buffeted by disruptive market changes. Modern finance software goes beyond simply satisfying GAAP reporting requirements to elevate the finance team with a broader set of capabilities. Our presenter will share the insights he’s gained as an advisor to the AICPA and the American Accounting Association and as the leader for product development at Workday Financials.

Learning objectives:

  • Identify tools that enable the CFO to address market disruptors
  • Compare the functionality of integrated cloud software solutions for your organizational requirements
  • Prepare a business case for investment in modern systems that empower your finance team

Mark Nittler, Software Product Leader | Visionary | Strategist

10:30am – 11:25am  Data & Privacy Protection: GDPR, California Privacy Act and BeyondLiam Collins

As consumer privacy and data security laws are being codified across the globe, businesses face new standards and expectations for collecting, using and protecting consumer data. Understanding data privacy regulations and implementing compliance measures can protect your company from steep penalties. The European Union’s General Data Protection Regulation (GDPR) is quickly becoming the new global standard, and California privacy law AB375 goes into effect in January 2020. Our experts will help you understand these regulations and how they may impact your organization.

Learning objectives:

  • Gain insight into data subject rights for GDPR and CA AB375
  • Discover the impact of non-compliance
  • Examine steps to implement new standards in your organization
  • Assess today’s privacy threats and tomorrow’s challenges

Liam Collins, Partner-in-Charge, Risk Assurance and Advisory, Armanino
Noah Buxton, Director, Risk Assurance and Advisory, Armanino

11:25am – 12:35pm  Lunch & Roundtable Discussions

During lunch, we will be hosting roundtable discussions on key topics impacting the business envoironment today. Grab your lunch and enjoy a lively conversation led by Armanino team members and our top sponsors.

12:35pm – 1:30pm  The Tax Act: Year-End Planning Best Practices Tom Bondi

The Tax Cut and Jobs Act (TCJA) created a shift in the global tax system. From a U.S. perspective, businesses are seeing a reduced corporate tax rate and changes to travel, meals and entertainment deductions, as well as the threat of Tax Reform 2.0. From a global perspective, multinational companies are trying to decode complex acronyms such as GILTI, FDII and BEAT. Our experts condense these complicated changes into an easier-to-digest planning guide to ensure your company understands how to best adjust and prepare for year end.

Learning objectives:

  • Discuss the most impactful U.S. corporate tax law changes
  • Examine how tax reform impacts multinational corporations
  • Review the status of the Tax Reform 2.0 bill before the November midterm elections

Tom Bondi, CPA, Partner, Tax, Armanino
Kevin Wise, CPA, Partner, Tax, Armanino

12:35pm – 1:30pm  Building the Team of the Future Jenn McCabe

What will the future of recruitment and retention of talent look like? Join Armanino Partner Jenn McCabe and two talented human capital experts – McCabe serving as moderator, Pletcher sharing insights around hiring talent whose mission and values are aligned with your clients, and Gill discussing how to identify senior leaders who will be able to foster cross-generational collaboration up and down the organization.

Learning Objectives:

  • Plan for the workforce needs of the future, including early identification of talent gaps and potential solutions
  • Differentiate between the financial and non-financial rewards millennials are seeking in this “applicant’s market”
  • Formulate a leadership training plan to empower and elevate your team of professionals

Jenn McCabe, Partner, Outsourced Finance & Accounting, Armanino
Tomilee Gill, President, Executives Unlimited
Catherine Gray, Partner, Trium Group
Kate Pletcher, Founder & CEO, Treehouse Partners; Professor, UCLA Anderson School of Business

1:30pm – 1:45pm Networking Break

1:45pm – 2:40pm  Keeping Pace with Compliance ChangesRicardo Martinez

It’s safe to say that the Financial Accounting Standards Board (FASB) has been busy these last few years. From revenue recognition to lease accounting and more, CFOs and their teams have a lot to juggle. While we’ll quickly highlight the overall changes these standards bring, our experts will spend most of the session discussing the strategic implementation of the changes and how you can prepare for these compliance changes.

Learning Objectives:

  • Identify the specific changes of Accounting Standards Update (ASU) No. 2014-09, Revenue from Contracts with Customers, on both the private and public sectors
  • Review the impact of ASU No. 2016-02, Leases (Topic 842), including implementation timeline
  • Establish a strategic plan for implementing rev rec, lease accounting and other compliance changes over the next 6 to 12 months

Ricardo Martinez, CPA, Partner, Audit, Armanino
Monika Pelz, CPA, Partner, Audit, Armanino

1:45pm – 2:40pm  Drive Your Success With a Technology RoadmapRyan Prindiville

The right tools are essential to enable growth in your business and set the stage to drive future success. Technology can transform the way you do business with increased productivity, reduced costs and improved controls. But it’s important to determine which technologies are the right fit for your team and how to implement them in a way that works for your organization.

Learning Objectives:

  • Determine how to build a technology roadmap that fits your needs and guides your strategic goals
  • Identify the innovation needed for your organization to enable success now and in the future
  • Establish the tools to influence positive change through technology

Ryan Prindiville, Director, Strategy & Transformation, Armanino
Todd Sandvik, Senior Vice President Corporate Strategy and Finance, MetaMetrics

2:40pm – 3:15pm Refreshment Break  

3:15pm – 4:10pm  Data & Privacy Protection: GDPR, California Privacy Act and Beyond (REPEAT)Liam Collins

As consumer privacy and data security laws are being codified across the globe, businesses face new standards and expectations for collecting, using and protecting consumer data. Understanding data privacy regulations and implementing compliance measures can protect your company from steep penalties. The European Union’s General Data Protection Regulation (GDPR) is quickly becoming the new global standard, and California privacy law AB375 goes into effect in January 2020. Our experts will help you understand these regulations and how they may impact your organization.

Learning objectives:

  • Gain insight into data subject rights for GDPR and CA AB375
  • Discover the impact of non-compliance
  • Examine steps to implement new standards in your organization
  • Assess today’s privacy threats and tomorrow’s challenges

Liam Collins, Partner-in-Charge, Risk Assurance and Advisory, Armanino
Noah Buxton, Director, Risk Assurance and Advisory, Armanino

3:15pm – 4:10pm  Business Analytics to Address the Changing MarketplaceTom Mescall

Join Tom Mescall, Partner-in-Charge of Consulting at Armanino, and business intelligence expert John Horner, for a panel discussion with finance and IT peers who have led initiatives to drive businesses beyond just finance dashboards and KPI’s. This insightful discussion will delve into the real-life experiences, motivations, challenges, and benefits of rolling out business intelligence and analytics across a variety of industries.

Learning objectives:

  • Identify key business requirements driving the project
  • Predict considerations and challenges along the way
  • Analyze business benefits of analytics projects
  • Discover tips and takeaways

Tom Mescall, Partner-in-Charge, Consulting, Armanino
John Horner , Partner, Business Intelligence, Armanino
Jennifer Grace, Director of IT, Vionic
SK Mohanty, Senior Director of Corporate IT, Nagra
Margo Allen, Fiscal Services Officer, Alameda County Employees' Retirement Association

4:10pm – 4:30pm  CFO Evolution® Armanino Client AwardsLori Colvin

Today’s CFO requires the skills of an innovator and an influencer to deal with a disruptive market landscape. The CFO Evolution Armanino Client Awards honor CFOs who have moved beyond the traditional CFO paradigm by exemplifying strategic innovation and influence to positively impact their organizations. Award winners will display the ability to influence and innovate within their organization in order to make a significant impact on success.

Three winners will be selected from the nominee pool and be honored as CFO of the Year, Most Innovative CFO or Most Influential CFO based on the strength of their nomination.


Lori Colvin, Partner & Chief Marketing Officer, Armanino

4:30pm – 6:30pm Networking Reception

Technology Experience Bar

The Technology Experience Bar features top experts in essential business solutions, including ERP, CRM, procurement, financial close automation, integrations and more. It’s open all day, so you can visit the experts to ask about support, demos, upgrades, tips, tricks and much more. Key in on the technology solutions important to you and get answers specific to your business needs.

adaptive-insights
Microsoft Dynamics GP Logo
Qlik Logo
blackline-logo
Microsoft Dynamics 365 Logo
sage-intacct-logo
Coupa Logo
Power BI Logo
Salesforce Logo

CFO Evolution® Armanino Client Awards

Today’s CFO requires the skills of an innovator and an influencer to deal with a disruptive market landscape. The CFO Evolution Armanino Client Awards honor CFOs who have moved beyond the traditional CFO paradigm by exemplifying strategic innovation and influence that impacts their organization in a positive way. Award winners will display the ability to influence and innovate within their organization in order to make a significant impact on success.

The finalists are listed below. We will select three winners, who will be honored as CFO of the Year, Most Innovative CFO or Most Influential CFO, based on the strengths of their nomination.

2018 Award Finalists

Paul DeMarco
Director of Finance & Administration
Sonoma Land Trust

Shari Freedman
Chief Financial Officer
Room to Read

Troy Grande
Chief Financial Officer
Monterey Bay Aquarium

Clyde Hosein
Chief Financial Officer
Automation Anywhere

J. Mark Jenkins, CPA, CGMA
Vice President, Finance & Analytics
Golden Gate National Parks Conservancy

Margaret McCarthy
Chief Financial Officer
WideOrbit

Ray Mikhail Asad
Chief Financial Officer
Allied eSports International

Myron Nessan
Director of Finance
St. Francis High School of Mountain View

Todd Sandvik
Senior Vice President Corporate Strategy and Finance
MetaMetrics

David Weil
Chief Financial Officer
Harvard-Westlake School

Location & Travel

VALET PARKING

Valet parking at the San Francisco Marriott Marquis will be available at the rates below:

  0-2 Hours   $20 + tax
  2-4 hour   $30 + tax
  4-6 hours   $40 + tax
  6-8 hours   $58 + tax
  8-24 hours   $68 + tax

SELF PARKING

Self-parking is available across the street from the San Francisco Marriott Marquis at the Fifth & Mission / Yerba Buena Parking Garage.

The garage encompasses roughly one full East-West block and is bordered by Minna, Mission, 4th and 5th Streets. The rate is $3 per hour from midnight-noon, $4 per hour from 3pm-6pm and $3 per hour from 6pm-midnight.

BART ACCESS

The Powell Street BART station is 0.2 mi southwest from the San Francisco Marriott Marquis.

Sponsors

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 SPONSORS

adaptive-insights
Coupa Logo
Workiva-Logo

GOLD SPONSORS

adp-logo
nexonia-logo
sage-intacct-logo

SILVER SPONSORS

Avalara
Blackline Logo
Greenshades-logo
KeyedIn Logo
RiskSense Logo
SAP Concur Logo
Solium
truecommerce-logo
Wolters Kluwer
workforce-go-Logo

Interested in becoming an EVOLUTION sponsor? Contact Callie.Baumgartner@armaninoLLP.com for more information.

"I walked away with more than a few things to think about as well as actions to take...just the kick start I needed."


Registration

Don't miss this opportunity to connect with strategic industry experts and network with executive, finance and IT leaders from across the country.

Armanino LLP - Evolution Conference 2018