1. Multiply Your Value with Strategic Thinking and Innovation Skills
Jon Lokhorst, CPA, YourBestLeadership - LinkedIn - Learn the essence of strategic thinking, how it differs from strategic planning and how to integrate it with traditional planning activities.
- Develop skills and habits to think like a futurist and better anticipate emerging challenges and opportunities in the marketplace.
- Discover a framework to become more innovative and relevant to changing customer needs and expectations.
2. The Future of Finance: Emerging Technologies in Accounting and Financial Management
Nick Ward, CPA, CBP, Partner and Co-Founder, The Network Firm - LinkedIn - Explore emerging technologies shaping the future of accounting and financial management.
- Understand how automation, AI, and blockchain are transforming financial processes and decision-making.
- Learn best practices for integrating new technologies to improve efficiency and accuracy in finance.
3. Economic Update
Mario Giganti, Senior Vice President, Financial Advisor, CAPTRUST - LinkedIn - Analyze current economic trends and their impact on financial planning and decision-making.
- Understand key economic indicators and their implications for businesses and markets.
- Learn strategies to navigate economic uncertainties and optimize financial performance.
4. Fraud, Risk and Deregulation - What's Coming in 2025
Tony LaNasa, Managing Principal of Columbus office, HW&Co. CPAs & Advisors - LinkedIn - Analyze anticipated fraud trends for 2025, including the rise of AI-assisted fraud and deepfakes, and their potential impact on financial operations.
- Understand the implications of potential deregulation measures on risk management practices and financial stability.
- Develop strategies to proactively address emerging fraud risks and adapt to regulatory changes to safeguard organizational integrity.
5. Strategic Capital Allocation: Balancing Short-Term Gains with Long-Term Growth
Mark Teague, MBA, Director, Advisory Services, CBIZ
- Understand key principles of strategic capital allocation to maximize financial performance.
- Learn how to balance short-term profitability with long-term growth objectives.
- Explore best practices for optimizing investment decisions in a dynamic economic environment.
6. Using and Securing AI Tools in the Workplace
Mike Moran, President, Affiliated Resource Group - LinkedIn - Evolution of AI
- Adopting, Integrating, securing, and Governing AI tools in your environment
- Use cases, including how to leverage Microsoft Co-pilot