Sessions For November 15

6:30AM-5:30PM

15

Thursday
8:00AM-9:15AM

WOM1804. Empowerment and Inspiration: Rising Through the Ranks

Instructor: Maria Contreras-Sweet
Session Track: Specialized Knowledge
Session Knowledge Level: Basic
Session Field of Study: Personal Development
CPE Credits: 1.5

Join this session to hear a story of empowerment and inspiration. The Honorable Maria Contreras-Sweet will speak about her journey and how she progressed in business and in life - from emigrating to the United States from Guadalajara at age 5, to serving in President Obama’s cabinet as head of the Small Business Administration—Secretary Sweet shares how she navigated male dominated industries, her struggles, successes and more.
Learning Objectives:

  • Select new ways of thinking to bring back to office and implement.
  • Recognize how to assist your small business clients in successfully navigating challenges ahead
  • How diversity can improve your business

15

Thursday
9:20AM-10:35AM

WOM1805. Go Beyond

Instructor: Barry Melancon
Session Track: Specialized Knowledge
Session Knowledge Level: Basic
Session Field of Study: Business Management & Organization, Personnel/Human Resources
CPE Credits: 1.5

In this era of unprecedented and fast-paced change, the accounting profession can go beyond disruption by embracing the limitless possibilities it offers to remain vital and relevant well into the future.
Learning Objectives:

  • The latest trends reshaping the accounting profession
  • How technology can enable us to enhance quality in existing service areas, and provide opportunity in new service areas our clients and businesses increasingly demand
  • How to evolve our skillsets to remain trusted advisors in an increasingly digital world

15

Thursday
11:05AM-11:55AM

WOM1806. Supporting Change

Instructor: Sarah Elliott
Session Track: Experienced Leader
Session Knowledge Level: Basic
Session Field of Study: Personal Development
CPE Credits: 1.0

It’s commonly said that the only constant in life is change. Change is undeniable, in business and in life. Yet so many of us resist it all the same! As a leader, how can you help your team navigate the unknown waters of change and empower them to be on the forefront of change? In this session, we’ll explore some practical ways you can positively support change in others.
Learning Objectives:

  • Understand the phases of change
  • Explore practical ways to positively support change in others

15

Thursday
11:05AM-11:55AM

WOM1807. Future Proof Your Career - Develop Your Human Intelligence

Instructor: Clar Rosso, Jennifer Gardner
Session Track: Emerging Leader
Session Knowledge Level: Basic
Session Field of Study: Personal Development
CPE Credits: 1.0

In a world with bots, artificial intelligence and machine learning your human skills will be your most valuable asset. Learn which skills to focus on and how to create a learning plan that will position you for future success.
Learning Objectives:

  • Discover how to develop skills for the future
  • Learn how to draft a learning plan

15

Thursday
11:05AM-11:55AM

WOM1808. Unconscious Bias

Instructor: Siri Chilazi
Session Track: Specialized Knowledge
Session Knowledge Level: Basic
Session Field of Study: Personnel/Human Resources
CPE Credits: 1.0

Creating more gender equal organizations is essential, yet challenging. Persistent cultural dynamics and deeply held individual beliefs are some of the key causes of the inequality we see today, but research shows that de-biasing people’s minds is time-consuming and expensive. Focusing on structural solutions through behavioral design is a cutting-edge and proven approach to promoting gender equality and combating the effects of unconscious bias. Siri will discuss the latest insights from behavioral research and show how they can be translated into practical tools that close gender gaps in the workplace through improved sourcing, hiring, promotion and retention of talent.
Learning Objectives:

  • Develop an understanding of what unconscious bias is and how it manifests itself in organizations and workplaces.
  • Equip each attendees with at least one practical intervention that they can implement in their own organization to reduce the effects of unconscious bias.

11:55AM-12:05PM

15

Thursday
12:05PM-12:55PM

WOM1809. Advancing Gender Equality in the Workplace: What Works

Instructor: Andrea Yandreski, Gayatri Shenai
Session Track: Experienced Leader
Session Knowledge Level: Basic
Session Field of Study: Personnel/Human Resources
CPE Credits: 1.0

Learning Objectives:

  • Find out about the latest research and best practices for diversity & inclusion programs to bring back to your organizations
  • Gain a unique inside perspective on the progress of these programs and where they have stalled

15

Thursday
12:05PM-12:55PM

WOM1810. Leading Up: Partnering With Your Boss

Instructor: Jennifer Elder
Session Track: Emerging Leader
Session Knowledge Level: Basic
Session Field of Study: Business Management & Organization
CPE Credits: 1.0

Add more value to your organization by Leading Up! Partner with your boss by providing insight, direction, and effort to improve the overall effectiveness of your department. Utilize your strengths strategically and persuasively to achieve more, get more opportunities, and best of all - get promoted!
Learning Objectives:

  • Utilize a personal SWOT analysis to analyze themselves and their boss
  • Present ideas in an influential and persuasive manner

15

Thursday
12:05PM-12:55PM

WOM1811. Are you your own CFO? Are you too busy to take care of 'YOU'?

Instructor: Reina Schlager
Session Track: Specialized Knowledge
Session Knowledge Level: Basic
Session Field of Study: Specialized Knowledge
CPE Credits: 1.0

Today's Professional Woman is juggling work, family responsibilities, and aging issues for parents – and/or herself. Are you a list-maker? This session will identify a list of life milestones so you can be a step ahead of existing and future financial and health-related challenges. A Traditional Timeline will be expanded to identify issues connected to your 30s, 40s, 50s, and 60s+. Find resources in this session to help you with a STRATEGY to be better prepared for what the future may hold. Useful tips include debunking life insurance myths, Roth vs Traditional, planning for Medicare, the hidden pitfalls of Social Security, and future residential choices – and what you can do now in your own finances and tax picture. Reina Schlager is a CPA with the PFS (Personal Financial Specialist) designation who has thirty years of experience – and is still working on her juggling skills!
(Ask AICPA for standard firm disclosures)
Learning Objectives:

  • Identify lifetime milestones, some personal/some financial, to be better prepared when they occur and/or be better prepared for retirement and life's surprises.
  • Become aware of opportunities or deadlines from 30 to death, as well as learn new information about old notions

12:55PM-2:10PM

15

Thursday
2:10PM-3:25PM

WOM1812. Defining Personas to Drive Bottom Line Success

Instructor: Misty Schachtell
Session Track: Experienced Leader
Session Knowledge Level: Basic
Session Field of Study: Communications and Marketing
CPE Credits: 1.5

It’s been called Personas, Avatars, Target market whatever you choose to call it we are going to fine tune that skill and dig deep into what type of clients you want to attract. Your firm deserves to work with your ideal clients who make every day a pure pleasure to work with. If you are stuck in that rut of accepting anyone who needs your services or you are not increasing your client base as fast as you would like, then please join me in learning a step by step approach to building your empire. We will focus on how to draw the ideal client, where to find them, and how to build marketing that resonates and leads them to you.
Learning Objectives:

  • Building out personas to draw the right clients to you
  • How client research can help you develop marketing

15

Thursday
2:10PM-3:25PM

WOM1813. Engaging Male Leaders: Embracing our differences as professionals

Instructor: Mary Bennett, Shane Wood, Anton Colella, Wendy Stevens, Neil Forbes
Session Track: Emerging Leader
Session Knowledge Level: Basic
Session Field of Study: Specialized Knowledge
CPE Credits: 1.5

Engaging Male Leaders is a significant element in successfully achieving gender diversity. This session will explore the various ways in which panelists have engaged male leaders in their gender diversity efforts and accomplished tangible results.
Learning Objectives:

  • Have access to individuals who have tangible experience in engaging male leaders in order to explore real scenarios.
  • Learn about many different ways in which engaging male leaders may be accomplished

15

Thursday
2:10PM-3:25PM

WOM1814. Women in the Profession Update

Instructor: Jacquelyn Tracy, Yasmine El Ramly
Session Track: Specialized Knowledge
Session Knowledge Level: Basic
Session Field of Study: Personnel/Human Resources
CPE Credits: 1.5

The accounting profession continues to evolve and the role that women play in our profession has become more relevant over the years. But the question we should be asking is whether women in leadership roles have progressed in our profession at an acceptable rate. Are women taking their place at the executive levels, and if not, how can we make that happen? We will look at the current gender trends in our profession and explore challenges and strategies to further the goal of women in leadership.
Learning Objectives:

  • Latest updates on state of gender diversity in the profession;
  • Cover strategies to help women advance in their organization;
  • Discuss opportunities to help organizations engage and retain a more diverse talent pool;
  • Showcase AICPA resources that organizations and individuals can leverage from.

3:25PM-3:35PM

15

Thursday
3:35PM-4:25PM

WOM1815. Delegate and Elevate: Helping Your Leaders Lead By Teaching Them to Let Go

Instructor: Bill Sheridan
Session Track: Experienced Leader
Session Knowledge Level: Basic
Session Field of Study: Business Management & Organization
CPE Credits: 1.0

If you want to take your business to the next level, your leaders need to lead. Too often, though, they’re swamped with doing someone else’s work. This interactive session will show you when it’s time to delegate, what you should be delegating, and to whom you should be delegating it. Most important, you’ll learn the secret to delegation: It’s not about your time. It’s about surrounding yourselves with the right people.
Learning Objectives:

  • Identify where their time is best spent, in terms of both their careers and their organizations
  • Employ a proven process for determining which tasks are interfering with their ability to lead
  • Delegate these tasks to employees who have the skills and capacity to complete them

15

Thursday
3:35PM-4:25PM

WOM1816. I Heart Change

Instructor: Sarah Elliott
Session Track: Emerging Leader
Session Knowledge Level: Basic
Session Field of Study: Personal Development
CPE Credits: 1.0

The times…they are a changin’! Business, and the world at large, are changing faster than ever. When we can’t adapt, our careers and our lives feel like more of a struggle than something to enjoy. In this session, we’ll explore why change feels so hard from a physiological, mental and emotional perspective. With this understanding, we will come up with some practical ways to overcome the fear factor and learn to love change!!
Learning Objectives:

  • Explore why change feels so hard from a physiological, mental and emotional perspective
  • Learn some practical ways to overcome the fear factor

15

Thursday
3:35PM-4:25PM

WOM1817. Commanding the Room - How to Go from No Voice to Influencer in 7 Steps

Instructor: Geni Whitehouse
Session Track: Specialized Knowledge
Session Knowledge Level: Basic
Session Field of Study: Communications and Marketing
CPE Credits: 1.0

From our soft voices to our smaller stature, women are often at a disadvantage when it comes to being heard. In this session, you will learn how to tap in to your inner influencer and share your wisdom with authority. In this session, you will learn tools and techniques for taking command of any stage, overcoming anxiety, organizing your thoughts, and using visuals to make an impact.
Learning Objectives:

  • Acquire new skills for communication;
  • Be empowered to speak your mind;
  • Learn how to make your unique insights memorable