Virtual CPE Event - May 8, 2021

When:  May 8, 2021 from 9:00 AM to 1:00 PM (PT)
Associated with  Diablo Valley Chapter
Saturday - May 08, 2021
CPE Event
What?
You are invited to attend a continuing education (CPE) event for accounting and finance professionals. The program allows you to earn four hours of CPE credit, keep up-to-date on accounting and finance issues and network with other professionals.

These CPE Sessions are conducted under the IMA's Global Core Values and IMA's Statement of Ethical Professional Practice. Adherence to these statements are required to participate in this event.

Here are the May 2021 topics:

2021 Emerging Enterprise Themes – Part I
Field of Study: Management Advisory Services
For over a decade, The Hackett Group has been running a survey to identify key issues CFOs, corporate executives and business leaders are facing and provides them with emerging enterprise themes that will influence finance in the upcoming year. The December 2020 study introduced three new items to the list of key finance objectives, reflecting the COVID-19 reality; improving finance agility, aligning skills and talent to changing business needs, and optimizing working capital management. Nilly Essaides, senior research director of finance, EPM and FinOps, and Bill Marchionni, senior director, finance advisor at The Hackett Group, discuss key issues for 2021 and how 2020 has affected this year’s accounting and finance list of priorities.

2021 Emerging Enterprise Themes – Part II
Field of Study: Management Advisory Services
Digital transformation is one of the top trends in 2021 and the pandemic helped accelerate the process. Several enterprises adopted ERPs in the cloud or next-gen ERPs, enabling them to access data remotely, others adopted robotic process automation, establishing rules and structured data to automate business processes, and others are somewhere in between. The COVID-19 crisis has triggered an acceleration in the adoption of finance technologies. Nilly Essaides, senior research director of finance, EPM and FinOps and Bill Marchionni, senior director, finance advisor at The Hackett Group, continue our segment on 2021 Key Issues identified in their survey and give us their insights on aggressive growth projections for several tools and solutions, the top growth areas for finance digital transformation and more.

Business Interruption Extra Expense & Cyber Liability Insurance – What You Need to Know – Part I
Field of Study: Business Management and Organization
A few months after the lockdown in 2020, many enterprises were assessing their financial results and even to this day, even more businesses are trying to decide if they can remain in business. Many filed business interruption claims with their insurance companies only to find out their losses were not covered and their claims were denied. Kristen Walker, vice president and Chris Wilkerson, president of Financial Risk Solutions at Greyling Insurance Brokerage & Risk Consulting, discuss insurance coverage for business interruption, exposure calculation, limits and claim filing.

Business Interruption Extra Expense & Cyber Liability Insurance – What You Need to Know – Part II
Field of Study: Business Management and Organization
In every insurance policy, there are various provisions that restrict coverage and it is critical, especially in this environment, for enterprises to read their policies carefully and understand their rights, responsibilities and what is and is not covered. Extra Expense Coverage may be included in a Business Interruption Policy to cover additional costs in excess of normal operatin expenses. Business interruption may also be triggered in a Cyber Security Insurance policy. Kristen Walker, vice president and Chris Wilkerson, president of Financial Risk Solutions at Greyling Insurance Brokerage & Risk Consulting, continue our segment on business interruption insurance and give us more information on extra expense coverage and cyber liability insurance.

Where?
Virtual from your home
You will login to your Kaplan account to access the virtual classroom at:
https://fmn.smartpros.com

Virtual Classroom Information Document
Institute of Management Accountants (IMA)
Kaplan FMN Continuing Education

Please review before attending.

When?
Date: Saturday - May 08, 2021
Time: 9:00 am to 1:00 pm
Cost: $40 Pay through PayPal
www.paypal.me/IMA112
RSVP
Contact: Tricia Scalzo
Cell: 925-400-3199
New IMA Image
Sponsors
Robert Half Logo

Contact

Tricia Scalzo
925-400-3199
tscalzo@bayworksrecruiting.com