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We represent 700,000 CPAs, CGMAs, Finance & Accounting Professionals worldwide in 192 countries.

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Always evolving.

Transforming the Global Accounting Profession by Powering Trust, Opportunity, and Prosperity Worldwide

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Global finance leaders convene, co-creating the future of finance

To transform the profession in its broadest context and re-imagine the finance & accounting function of the future to power Trust, Opportunity & Prosperity

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Top 5 Issues Facing Finance – Dec 7, 2022

  1. Finding & Retaining Talent
  2. Acceleration of Digital Transformation
  3. Need for NEW skills – upskilling/reskilling
  4. Maintaining culture in remote/hybrid workforce
  5. Impact of inflation and forecasts

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* Talent & Accelerated Digital Transformation tied for #1

We started our #FutureofFinance Summit with a poll of the more than 100 attendees and here are the top five issues facing Finance & Accounting Teams

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Finding & retaining talent

Impact of inflation

Need for new competencies

Maintaining culture in a hybrid environment

Accelerated digital transformation

Recession risk

Emerging trends – DEI & ESG, Supply Chain, Cyber

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Source: Poll results - Future of Finance, ENGAGE Finance Track, CFO Conferences

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Our CFO Leadership Advisory Group said, “It is not like any one of these trends and issues is so big, it is that they are all happening at the same time.”

Tie

Top 5 trends facing CFOs – Fall 2022

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Polling results and planning for our Future of Finance Summit by the Advisory Group in August

These are apps in use by our Future of Finance Leadership Advisory Group from August.

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The top Apps are obvious targets and the apps with 0% mean the company could use the exposure that this summit provides (i.e. Vic.AI, Versapay, Trintech, etc.

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The Breakouts show the topics that will be featured during the Summit.

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Future of Finance Leadership Advisory Group

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  • FFLAG Meetings - 13
  • 2nd Summit 100+ attendees 2X prior year
  • FAMM - Finance / Accounting Maturity Model
  • Influencing the trajectory of Finance/Accounting
    • JofA Podcasts - 12
    • #FutureReadyLive interviews - 18
    • Conference Panels - 8

Council, Engage, ESG, CFOLC, NAFES, Exec Roundtable, AICPA Town hall

    • Presos to corporate finance teams
    • Int’l Americas presos - CIMA Canada, Jamaica, Bahamas, Trinidad & Tobago

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Junior Acct/Analyst – Senior Fin/Acctg Manager

CAREER PATH TO CFO as CHIEF VALUE OFFICER

Controllership

CFO Finance

CFO Business Insights

Chief Value Officer

Transactional

Strategic Advisor

Digital Finance

  • Finance Function Transformation
  • Finance Business Partnering
  • Data and Analytics

Financial Reporting

  • Regulatory Environment
  • Financial Statements
  • Principles of Taxation
  • Managing Working Capital

Management Accounting

  • Cost Accounting
  • Budgeting and Planning
  • Short-term Decision Making

Advanced Financial Reporting

  • Advanced Financial Statements
  • Complex Group Reporting
  • Financial Statement Analysis
  • Long-term financing

Advanced Mgmt. Accounting

  • Cost Competitiveness
  • Organizational Performance
  • Pricing and Capital Investment Decisions
  • Managing Risk and Uncertainty

Performance and Project Mgmt.

  • Business Models
  • Leading and Managing People
  • Project Management

Financial Strategy

  • Financial Policies and Objectives
  • Debt and Equity Finance
  • Financial Risks
  • Business Valuation and Acquisitions

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Risk Management

  • Enterprise Risk Management
  • Strategic Risk
  • Internal Control
  • Cybersecurity

Strategic Management

  • Competitive Advantage
  • Strategy Formulation
  • Strategy Implementation
  • Digital Strategy

Crossover of MA & PA - Finance & CAS

“CGMA Unpacked”

Offered to B2C, State Societies

Partnership with CPA.COM for Firms

B2B to corporate and firms

CPA.com Proprietary & Confidential Information

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US Apprenticeship launch

Mike Neller - AON, Paul Young - Liberty Bank, Brittany Masalosalo- HP, Labor Secy Marty Walsh, and Tom Hood AICPA-CIMA at National Apprenticeship Week kick-off in Chicago

  • Announced by Secretary Walsh as 1 of 3 new industry apprenticeships
  • Creates US DOL certificate for ‘Finance Business Partner”
  • Awards CGMA Credential
  • Can be used for upskilling and reskilling
  • Includes traditional 4-year and optional 2-year path under pilot program

Press & Social generated 132,047 targeted impressions in last two weeks

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AAA-MAS Curriculum

Meeting with AAA Management Accounting Section at AAA in San Diego

  • Invited 2 AAA-MAS leaders to join Future of Finance (Monte Swain & Willie Choi)
  • Presented to AAA Mid-winter and AAA Annual meeting
  • Getting Future of Finance to assist with MAS research
  • Proposing to work on new curriculum for MAS in 2023

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SALES TAX

BI / Reporting

AP/AR/Expense

Automation

Corporate Finance and Accounting Ecosystem

Talent

EPM

ESG

ERP

CRYPTO Accounting

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