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Strategic Finance and Accounting Conference
ID: 63601
Thursday April 17, 2025 8:30AM - 4:30PM
Topics:
Risk Management + Fraud
Talent Management + Human Resources
Business Management + Strategy
Technology
Be the difference your organization needs! Join other CPAs leading and
preparing for future growth at the Strategic Finance and Accounting Virtual
Conference.
Let's Start 2025 Strong:
- Invest in professional development for yourself.
- Train, educate and develop your team.
- Position your team for the future of finance and accounting.
- Gain confidence in strategic thinking.
- Build your strategy.
- Empower better decisions.
- Influence the future of your organization.
You will hear from a robust lineup of speakers who will offer insights and
strategies on:
- Economic movement
- Talent trends
- Fraud vulnerabilities
- Responsible automation
- Integrated thinking and reporting
- Attaining buy-in and implementing change
And you know what they say—the larger the group, the bigger the discount!
- 5-9 attendees = 10% off
- 10+ attendees = 20% off
Call Member Services at 614.764.2727 to register your group.
Agenda
17Apr
Multiply Your Value with Strategic Thinking and Innovation Skills
CPE: 1.5 PD
The Future of Finance: Emerging Technologies in Accounting and Financial Management
CPE: 1 IT
Economic Update
CPE: 1.5 EC
Fraud, Risk and Deregulation - What's Coming in 2025
CPE: 1.5 MS
Strategic Capital Allocation: Balancing Short-Term Gains with Long-Term Growth
CPE: 1.5 FI
Using and Securing AI Tools in the Workplace
CPE: 1 IT
Agenda
17Apr
Multiply Your Value with Strategic Thinking and Innovation Skills
CPE: 1.5 PD 8:30 AM - 9:45 AMSpeaker: Jon Lokhorst
- 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.
- Explore questions that inspire strategic thinking and employ new habits to proactively build it into your routines as a leader.
The Future of Finance: Emerging Technologies in Accounting and Financial Management
CPE: 1 IT 9:55 AM - 10:45 AM- 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.
Economic Update
CPE: 1.5 EC 10:55 AM - 12:10 PMSpeaker: Mario Giganti
- 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.
Fraud, Risk and Deregulation - What's Coming in 2025
CPE: 1.5 MS 12:45 PM - 2:00 PMSpeaker: Anthony LaNasa
- 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.
Strategic Capital Allocation: Balancing Short-Term Gains with Long-Term Growth
CPE: 1.5 FI 2:15 PM - 3:30 PM- 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.
Agenda
17Apr
Multiply Your Value with Strategic Thinking and Innovation Skills
CPE: 1.5 PD 8:30 AM - 9:45 AMSpeaker: Jon Lokhorst
- 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.
- Explore questions that inspire strategic thinking and employ new habits to proactively build it into your routines as a leader.
The Future of Finance: Emerging Technologies in Accounting and Financial Management
CPE: 1 IT 9:55 AM - 10:45 AM- 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.
Economic Update
CPE: 1.5 EC 10:55 AM - 12:10 PMSpeaker: Mario Giganti
- 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.
Fraud, Risk and Deregulation - What's Coming in 2025
CPE: 1.5 MS 12:45 PM - 2:00 PMSpeaker: Anthony LaNasa
- 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.
Strategic Capital Allocation: Balancing Short-Term Gains with Long-Term Growth
CPE: 1.5 FI 2:15 PM - 3:30 PM- 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.
Speakers
Jon Lokhorst
Multiply Your Value with Strategic Thinking and Innovation Skills
After enjoying a 30-plus-year career as a CPA and organizational leader, I launched Your Best Leadership to partner with organizations to develop leaders everyone wants to follow, build teams no one wants to leave, and deliver exceptional results. I deliver these outcomes through keynote speaking, corporate training, leadership coaching, and team facilitation.
Here’s a quick overview of my professional journey:
B.A. in Business Administration from Bethel University, St. Paul, MN
Licensed Certified Public Accountant (CPA) in the State of Minnesota
18 years as a practicing CPA at Wallace, Lokhorst & Company, eventually becoming Managing Partner
15 years of nonprofit leadership experience as a Chief Financial Officer, Development Director, and Camp Director
M.A. in Organizational Leadership from Regent University, Virginia Beach, VA
Adjunct faculty, School of Business and Nonprofit Management, North Park University in Chicago
Certified facilitator of RightPath workplace behavior and leadership assessments
Professional Certified Coach (PCC) credential from the International Coach Federation
Certified Speaking Professional (CSP) designation from the National Speakers Association
Past President and Board Member of the Minnesota Chapter of the National Speakers Association
Mario Giganti
Economic Update
Anthony LaNasa
Fraud, Risk and Deregulation - What's Coming in 2025
Focusing his practice on accounting/auditing requirements and business consulting for health care, nonprofit, manufacturing, real estate and governmental organizations, Anthony specializes in financial reporting, industry benchmarking, financial and fraud assessment, and OMB Circular A-133 requirements.
Anthony provides numerous consulting services, including business plan reviews, evaluating and obtaining financing, strategic and business planning, internal controls, and performing operational and business office reviews and analyses.
Anthony is the Managing Principal of our Columbus office. He also currently serves on the board for Crohn’s & Colitis Foundation of Central Ohio, and is a committee member for United Way of Delaware County’s Community Impact Council. With almost 20 years of public accounting experience and his community involvement, Anthony’s significant experience allows him to assist his clients through all their critical financial and operational needs.
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Michael Moran
Using and Securing AI Tools in the Workplace
Updated 9.17.19 - MW
Mike Moran
Technology Presentation
Introduction
Understanding Technology’s value in today’s risk filled environment are a big focus of most organizations today. This is more than an “IT” issue; it is a business issue and as business leaders, the more you know the better you can be prepared to assess your risks and opportunities, build a plan to deal them appropriately, and achieve your business goals.
Mike Moran, President of Affiliated Resource Group, has provided business and technology consulting services to growing and mid-market for more than 25 years. Mike started his career as an auditor for Deere & Company and has provided business focused technology consulting to clients since starting Affiliated in 1993.
Mike and the team at Affiliated have assisted many organizations with determining their IT strategy, then implementing and supporting the solutions needed to ensure their technology resources and assets stay aligned to achieve their business goals.
Over the past 10 years, they have worked with organizations to provide cybersecurity and compliance (HIPAA, NIST, and PCI) work, including risk assessments, remediation efforts, and ongoing compliance programs to help organizations detect and manage potential threats, and plans for the organization to quickly respond and recover in the event of a threat exposure or disaster event.
Affiliated has received numerous awards, including regional partner of the year from Microsoft for both Customer Satisfaction and Small Business Transformation and have been recognized by CRN Magazine as one of the nation’s top Managed Services Providers three out of the last four years (2015, 2016, 2018).
As a part of his responsibilities at Affiliated, Mike invests his time in the community sharing information and building awareness on technology and how organizations can improve the value that IT provides to their mission.
He has spoken on a variety of business and technology topics to local group meetings, regional events, and national industry and vendor/partner conferences. Examples of some of his sessions include Today’s Security Risks and Successful Ways to Address Them, 7 Things Business Executives Must Know to Mitigate their Cybersecurity Risks, Aligning your IT and Business Goals, Disaster Recovery Planning For growing and Mid-Market Organizations, How to successfully select your next ERP system, numerous Customer Relationship Management (CRM) topics, Using Technology to Improve Your Team’s Success, and Where the smart “guys” are investing their IT dollars these days.
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