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Live Webcast Replay

Best of the 2020 CFO & Controller Conference – Part 2


Total Credits: 4 including 1 Accounting - Technical, 1 Auditing- Technical, 1 Information Technology - Technical, 1 Specialized Knowledge - Technical

Average Rating:
   106
Categories:
Accounting and Auditing |  Partner Produced
Faculty:
Lamar Taylor, CPA, JD, LLM |  James L. Worrell, PhD, CPA, CISA, CIA |  Michael Cheng, CPA |  Raymond Monteleone, CPA
Course Levels:
Update
Duration:
4 Hours
License:

Dates


Description

CPAs, CFOs and Controllers that work in Industry have unique financial challenges and complexities. If you missed this year’s CFO & Controller Conference, you are in luck!

 

The FICPA is offering a 4-hour webcast replay to cover the best of the 2020 CFO & Controller Conference. For your convenience, we have split the Best of sessions in 2 parts – Part 1 and Part 2 that are 4 hours each. These sessions received high ratings by attendees on relevance, speakers and content. This webcast includes sessions on Business Continuity and Incident Management, Auditing IT Governance, FASB Update and Dashboard and Analytics: Where and How Utilized.

 

This webcast qualifies for 4 hours of CPE credit. These sessions from the CFO & Controller Conference were previously recorded in March 2020.

 

 

8:30 - 9:20 am      or 1:00 – 1:50 pm

Business Continuity and Incident Management (1 TB); Edward (Lamar) Taylor

 

9:30 – 10:10 am        or 1:50 – 2:40 pm

Auditing IT Governance (1 AA), James Worrell, CPA

 

10:10 – 10:20 am       or 2:40 – 2:50 pm

Break

 

10:20 – 11:10 am         or 2:50 – 3:40 pm

FASB Update (1 AA); Michael Cheng, CPA

 

11:10 am - 12:00 pm

Dashboards and Analytics: Where and how Utilized (1 TB), Raymond Monteleone, CPA

Basic Course Information

Learning Objectives
  • FASB Update
  • Learn about Business Continuity and Incident Management
  • Review Auditing IT Governance
  • How to Utilize and Where about dashboard and analytics

Major Subjects
  • FASB
  • Dashboards and Analytics
  • Business Continuity
  • Incident Management
  • Auditing IT Governance

Course Materials

Faculty

Lamar Taylor, CPA, JD, LLM's Profile

Lamar Taylor, CPA, JD, LLM Related Seminars and Products


As the Chief Operating and Financial Officer, Lamar oversees the accounting and financial operations, budget, information technology, information security, human resources, purchasing, project management and administrative functions of the SBA. Lamar is an attorney and Certified Public Accountant with private and public sector experience. He has been with the SBA for 18 years, starting with the Division of Bond Finance in 2002. He has served as the Deputy General Counsel and Deputy Executive Director for the SBA.


James L. Worrell, PhD, CPA, CISA, CIA's Profile

James L. Worrell, PhD, CPA, CISA, CIA Related Seminars and Products


James L. 'Jamey' Worrell is an Associate Professor of Accounting in the Collat School of Business at the University of Alabama at Birmingham where he primarily teaches auditing (IT, internal and external), IT governance and accounting information systems. Prior to pursuing his doctorate, he worked in IT internal audit for a Fortune 1000 financial services firm and spent several years as an Information Technology Auditor and Information Security Consultant for PricewaterhouseCoopersLLP in their Security Integration Services and Technology Risk Services practice. He obtained his M.Acc. and Ph.D. at Florida State University, and holds several professional certifications (CPA, CISA, CIA). His current research interests include the intersection of auditing and information systems. A prolific researcher and textbook author, he is happiest in the classroom and is the recipient of the UAB President’s Award for Excellence in Teaching. In 2019, Dr. Worrell served as Chair of the UAB Faculty Senate and Faculty Representative to the University of Alabama System Board of Trustees. He is active in both the IIA and ISACA, and completed a two-year term as President of the Birmingham Chapter of the Information Systems Audit and Control Association (ISpACA).


Michael Cheng, CPA's Profile

Michael Cheng, CPA Related Seminars and Products

Supervising Project Manager

Frazier & Deeter


Mike Cheng joined Frazier & Deeter in 2019 as the Partner who oversees the firm’s professional practices related to accounting and audit. As part of his role, Mike specializes in assisting clients with complex accounting and financial reporting issues.

 

Prior to joining Frazier & Deeter, Mike was a Senior Project Manager at the Financial Accounting Standards Board (FASB). At the FASB, Mike served as the Private Company Council (PCC) coordinator, where he was responsible for all PCC related matters. In addition, Mike led projects to: simplify the accounting for nonemployee share-based payments, help shape the future of the FASB technical agenda and improve consolidations guidance (VIE guidance). Most recently, Mike worked on the FASB’s implementation team on revenue recognition (ASC Topic 606) and lease accounting (ASC Topic 842).

 

Prior to joining the FASB, Mike held various management positions with PricewaterhouseCoopers (PwC). Mike was an Audit Senior Manager?Private Company Services in the firm’s Stamford, Connecticut office. From 2003-2011, he also held roles of increasing responsibility in PwC’s Core Assurance divisions in Buffalo and Rochester, New York.

 


Raymond Monteleone, CPA's Profile

Raymond Monteleone, CPA Related Seminars and Products


Ray Monteleone is President of Paladin Global Partners, a business management consulting firm, and Partner with Dannelly, Monteleone & Associates, a full-service CPA firm. Ray focuses on strategic management, problem solving, mergers & acquisitions, compensation consulting, growing companies, and senior executive mentoring for clients worldwide in industries such as healthcare, high tech, manufacturing, education, financial institutions and not-for-profit organizations. He held numerous directorships such as Rexall Sundown, First American Railways, Durango & Silverton Narrow Gauge Railway, Rush Holdings, and Pointe Financial Corporation, and he currently chairs the Advisory Board of Algy Costume and is a member of the Board for Chen, Moore & Associates, chairing the Ethics & Governance Committee.

 

A CPA, Ray was Partner/Tax Director at Arthur Young for the South Florida practice and consultant with Holland & Knight involved in strategic planning & practice development. Ray was VP of Global Corporate Development for Sensormatic Electronics Corporation and interim CFO. He was President of First American Railways, Chairman and Co-CEO for Loren Industries, and Deputy Commissioner, COO/CFO for the Florida Department of Education and was an officer of Laser Spine Institute.

 

Monteleone serves professional/civic organizations including Florida Tax Watch (member of the Board), Leadership Florida (member of the Audit Committee), Executive Leadership Orientation Committee (Class ’02), Florida Atlantic University Foundation Board, Chair of the Audit Committee and serving on the Executive, Finance and Nominating Committees, and FAU Broward Alumni Council (Past Chairman), Florida Institute of CPAs, American Institute of CPAs, Leadership Broward Foundation (Past President), and Past Vice Chair of the Fort Lauderdale Chamber and current member.Previously on the Board of the Broward Education Foundation (Past Chair, serving for 2 terms) and served on the South Broward Hospital District (Commissioner). Ray was named Leader of the Year by Leadership Broward, Outstanding Broward Alumnus by FAU and inducted into its Parliament of the Owls (2010), just to name a few.

 

Monteleone graduated cum laude from New York Institute of Technology, attended the Arthur Young Harvard Business School program, received his MBA from FAU, and he lectures at universities and professional association seminars.

 


Additional Info

Basic Course Information

Course Developer FICPA
Date Added to Catalog 03/04/2020
Prerequisites Knowledge of Accounting
Advanced Preparation None
Designed For CPAs, CFOs & Controller professionals working in industry
Original Recording Date 03/26/2020
Yellow Book No

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

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Overall:      4.4

Total Reviews: 106

Comments

Margaret H

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Zina H - Bryan, Texas

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Juliann S

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Lawrence W

"Content was excellent and very timely. Thank you."

Sara C - Miami Gardens, Florida

"I am very impressed with how quickly you were able to successfully transition this to a virtual conference. I look forward to hopefully attending in person again next year."

Jennifer M. F

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Donald R. C

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Margaret C - Lakeland, Florida

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Thomas P

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William L. M - st petersburg, Florida

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