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Wednesday, May 5, 2021

5/5 - ET

CFO21BS01. Master Class: The Social CFO - How to Leverage Social Media

Tom Hood

- EVP of Business Growth & Engagement | Association of International Certified Professional Accountants and Business Learning Institute

Business is social and CFOs are jumping in to use these ‘social technologies’ to scan emerging trends, connect to customers and suppliers, attract talent, accelerate learning, develop thought leadership and influence their companies. This interactive session will show real examples of how CFOs can use social technologies like LinkedIn, Twitter, Facebook, YouTube, and others to elevate your game. Tom Hood will present research, case studies, innovative uses, and practical tips and techniques to get you started using these exciting tools and not let the tools use you!


Learning Objectives:

  • Identify the different types of social media and their application to the finance and accounting professional
  • Recognize how to scan emerging trends, connect to customers and suppliers, attract talent, accelerate learning, develop thought leadership, and influence their communities inside and outside their companies
  • Analyze real life case studies of actual usage of these tools for learning and collaboration
  • Determine how to use Twitter, LinkedIn and hashtag technology to capture and share insight from conferences, classes, articles and presentations
  • Recognize the power of hashtags in Twitter and LinkedIn to follow important topics
  • Demonstrate how to implement important social tools to use for learning and building relationships (Twitter and LinkedIn)

5/5 - ET

CFO2101. Welcome and Announcements & Keynote: Big Little Breakthroughs: How Small, Everyday Innovations Drive Oversized Results

Josh Linkner

- Chairman and Co-Founder | Platypus Labs

According to the World Economic Forum’s latest “Future of Jobs” report, creativity is one of the most sought-after skills needed across industries and job roles. But is creativity really a skill that anyone can learn? Can we all be innovators? In this inspiring and actionable keynote, New York Times bestselling author and innovation expert Josh Linkner reveals a proven strategy anyone can use to unlock their creative potential. You don’t have to be a genius—you just need the right tools to hatch your own breakthroughs.


Learning Objectives:

  • Analyze popular myths about innovation and what the research shows about our creative capacity
  • Determine how a 5% “Creativity Upgrade” can drive meaningful results in our careers and communities
  • Recognize we should ditch pervasive cliches like “if it ain’t broke, don’t fix it” to revamp old mindsets
  • Identify techniques and activities that exercise our creative muscles
  • Analyze stories of everyday people who achieved huge success by unleashing their creative potential

5/5 - ET

Break

5/5 - ET

CFO2102. Getting Our Mise en Place - Setting Our Table for the Future

Tom Hood

- EVP of Business Growth & Engagement | Association of International Certified Professional Accountants and Business Learning Institute

CFOs and finance professionals have been thrust into the center of attention as they are called on to help businesses 'survive and thrive’ in these extraordinary times. Forecasts, scenarios, and business model transformations are being asked of finance professionals along with outlining the impacts of government relief packages along with the increasing complexity of tax compliance. This update will cover the latest trends and issues facing Finance Leaders and how to prepare for the next normal as we look beyond the pandemic.


Learning Objectives:

  • Recognize how the pandemic has impacted Finance functions (CFOs, Controllers, FP&A) and what the research says about the future of finance
  • Identify the top trends and issues facing finance in a useful framework
  • Determine the top skills and competencies needed to stay relevant and provide increasing value post-pandemic
  • Construct a game plan and identify resources to help you succeed in a global VUCA world

5/5 - ET

Interactive Exhibitor Networking

5/5 - ET

TECH Demo: All-In-One Forecasting, Budgeting, Reporting and Analytics platform for Small and Midmarket - presented by CPA.com

Ryan McDonald

- VP of Sales and Business Development | Jirav

Jirav is the preferred partner of CPA.com and is the next generation of business planning software. Our all-in-one Budgeting, Forecasting, Reporting, and Dashboarding solution offers faster implementation and a more intuitive interface at total cost that better meets the needs of businesses between 5 to 500 employees. Jirav offers the fastest time to value through native integrations that help to automatically connect in minutes to systems including NetSuite, Intacct, QuickBooks, and Xero so you can start planning right away.

5/5 - ET

CFO2103. Ecosystem Innovation Using Asset Light Strategies

Abhi Ahuja

- Senior Director | EY-Parthenon

Jeff Schlosser

- Partner/Principal, US Supply Chain Vertical Leader | EY-Parthenon

As companies enter the recovery stage from COVID-19, many are re-evaluating ownership of non-core assets and operations, and potentially migrating to an ecosystem of strategic partners. These partners, typically “better owners or managers” of such assets, can help transition fixed costs to a variable cost structure, enhance company agility, shift resources to focus on core or critical capabilities and enhance valuation. During this spotlight on “asset light strategy”, we will discuss how businesses can reshape their future using an asset light approach.


Learning Objectives:

  • Recognize what factors are driving the trend toward asset light
  • Analyze the latest data on how asset light approaches are enabling higher returns for companies and helping to accelerate COVID-19 recovery
  • Determine where to begin when re-evaluating ownership of non-core assets and operations
  • Use case studies from the field to help reshape your company’s assets and operations

5/5 - ET

CFO2104. Digital Transformation in Operational Risk and Internal Control

Aniruddha Deshpande

- VP Global Operational Risk & Internal Control | Volvo Financial Services

This session discusses digital transformation in Operational Risk and Internal Controls, with references to financial services but an approach applicable to all industries. The new approach will lay out how to view and manage risks and use those opportunities for future growth. Often times, Operational Risk and Internal Control assessments are tactical and focus on processes; they do not access holistic or layered risks. Furthermore, they are reactive findings based on limited sample sizes, not proactive monitoring for full population. The reviews focus on risk mitigation and not growth potential. Data is frequently in silos and difficult to extract and analyze. Furthermore, there are increasing challenges with increased regulations, rising volumes, credit defaults, limited resources, and complex IT environment.

This session details how to digitize Operational Risk and Internal Control processes and reviews for that go beyond sampling to full population, reduces subjectivity and focuses on exceptions and red flags. It aims to achieve continuous monitoring on real-time data rather than a review on aged data. The process provides for standard views across multiple markets, with lesser disruption to businesses and better cross-functional/ cross-geographical learnings. In the end, it aims to reduce key operational risks in an efficient and effective way and identify future growth opportunities.


Learning Objectives:

  • Identify risks to digitize in credit, operations, Financial Accounting, AML, Regulatory & Compliance, 1st line vs 2nd line of risk defense
  • Recognize how to build a digital team that is inclusive, building a digital culture
  • Determine how to get the right data and build agile learning modules
  • Apply starting small and scaling up
  • Assess examples of digitized controls on booking and transactional anomalies, fraud mitigation, and lease classifications
  • Recognize the impact on effectiveness and efficiency of risk management

5/5 - ET

Stretch'd Break


5/5 - ET

CFO2105. Robotic Process Automation: Just Another Overhyped Technology?

Brian Scheel

- Partner, Business and Digital Transformation | CFGI

In this session we will discuss the hype fueling automation robots and what impact it is having on finance leaders and their teams.


Learning Objectives:

  • Recognize what exactly is RPA
  • Determine why companies are investing in automation
  • Identify where to look for opportunities in your organization

5/5 - ET

CFO2106. Are You Ready to Win in the Experience Economy?

guilherme blas

- Global Director, Customer Experience | Volvo Financial Services

Business value used to be created by delivering a product or service at the right place, time, quality and price. Similarly, companies used to measure success by following its operational and financial performance metrics. Today, in the experience economy, value is no longer limited to productivity and efficiency, but notably driven by behaviors and the emotions of the people who interacts daily with our business. High performing businesses are leveraging from experience management, actively listening to customers in real-time, armed with advanced analytics, making their employees happier and boosting customer loyalty. Leading companies are harvesting revenue gains of 5-10% while reducing costs by 15-25% within 2-3 years cycle. Are You ready to win in the experience economy?


Learning Objectives:

  • Recognize why improving the experience for your customers is critical for finance leaders today
  • Assess how to professionally manage customer experience and add value to your customers and your business
  • Determine the tools and techniques involved in driving customer value and financial outcome in the changing technical landscape
  • Identify how to integrate customer experience into the management of your business through technology and KPIs

5/5 - ET

Interactive Exhibitor Networking

5/5 - ET

CFO2107. The Economic and Financial Outlook: Improvements Against a Backdrop of Risk

Jason Schenker

- Chairman of The Futurist Institute & President of Prestige Economics | The Futurist Institute

In this session, financial forecaster and futurist Jason Schenker will discuss the most important dynamics driving current economic growth and financial markets as well as the outlook ahead. Mr. Schenker will also discuss some increasing risks that will be critical for corporate finance, business strategy, accounting, and tax planning. Some of the most important topics will include sector and industry dynamics, global and U.S. growth, the labor market, Fed policy, quantitative easing, consumer inflation risks, asset inflation, and taxation risks. Mr. Schenker will also share Prestige Economics forecasts for growth, inflation, and Fed policy rates for the balance of 2021 and beyond.


Learning Objectives:

  • Recognize the current economic and financial market drivers of growth
  • Evaluate important risks and levers of opportunity for future economic and financial market conditions
  • Analyze the root causes of elevated inflation risks
  • Assess U.S. fiscal and tax policy risks to identify potential business impacts
  • Compare the economic and financial dynamics in 2021 and 2020 to previous years and cycles

5/5 - ET

Virtual Happy Hour, Mixology & Magic - An Evening of Magic, Frivolity and Virtual Cocktails.

Gather your family, neighbors, and friends, and join us for an evening of laughter, magic and drinks - with a special Cinco de Mayo twist! To prepare ahead of time, the cocktail ingredient list can be found here.

Thursday, May 6, 2021

5/6 - ET

CFO21201. Accelerating Digital Skills and Technology for Finance Talent (sponsored by Workday)

Greg Pryor

- Sr. Vice President, People and Performance Evangelist | Workday

Barbara Larson

- Senior Vice President, Accounting, Tax, & Treasury | Workday

Ash Noah

- VP Managing Director, Learning, Education and Development | AICPA

While many CFOs are accelerating investments in digital technologies through intelligent planning, machine learning, and analytics, they also need to invest in a future-forward finance capability by redefining roles, empowering workers with skill development, and working with their CHROs to reimagine the finance workforce holistically. Join this session to learn how Workday is creating a finance talent team and finance technology solutions that allow humans and machines to each do what they do best


Learning Objectives:

  • Identify a vision for Finance's role in digital transformation
  • Determine how to create opportunities for Finance to learn digital skills that deliver business value
  • Recognize the role of technology in empowering the finance function of the future

5/6 - ET

CFO21202. Accelerating Your Financial Transformation Journey to Remain Agile and Competitive (sponsored by Adra by Trintech )

Darren Heffernan

- President, Mid-Market | Trintech

Now more than ever, finance and accounting organizations are under increased pressure to maximize efficiencies, increase the use of automation, and provide insightful, real-time analytics to the business in order to make faster, business critical decisions. The recent pandemic highlighted that traditional risk-prone manual processes hinder the ability to produce necessary financial statements, track key metrics and deliver those effectively.

Join this session with Trintech to learn how to holistically address the financial close by combining effective processes and technology that increases the overall efficiency and effectiveness of your processes while simultaneously reduces your costs and risk.


Learning Objectives:

  • Recognize why organizations need to make bold investments in finance for business survival and growth
  • Determine how the right technology will bring standardization and automation to critical financial processes
  • Assess the ROI your organization can achieve with financial close automation

5/6 - ET

Break

5/6 - ET

CFO2108. Keynote: Wanted: Authentic, Congruent, and Bold Leaders for the Modern Era

Jonathan Messinger

- CEO and Founder | The Messinger Institute

As our we struggle to balance a multitude of challenges, we need leaders who promote hope, not fear; inspire unity not division. The solution lies within. JD will share stories from tragedy to triumph and the essential qualities required to go deep inside, rise up, and become an authentic, congruent and bold leader for the modern era.


Learning Objectives:

  • Recognize the case for action for a new breed of leader to manage challenges in the modern era
  • Identify the personal identity crisis and associated thought—belief—emotional trigger sequence
  • Assess the power of the subconscious mind and why it relates to recent turmoil
  • Analyze what it means to be an authentic, congruent, and bold leader and where to start
  • Recognize how to master the essential qualities of focus, confidence, and courage to shift your trajectory and chart a new course

5/6 - ET

Break

5/6 - ET

CFO2109. A Washington Update: The First 100 Days and Ongoing Outlook for the 117th Congress

Diana Deem

- Director, Congressional and Political Affairs | AICPA

The Biden Administration is settling in and the Congress and Administration have many issues to address. Which issues are front and center and which ones will affect the accounting profession and business community? What role are narrow House and Senate majorities impacting the current congressional legislative agenda? Will the 2021 off-year elections provide any indicators for potential outcomes in the 2022 mid-terms?


Learning Objectives:

  • Identify which seats are up for election and the potential outcomes
  • Assess the implications of the election on business, tax, trade, and other issues of importance to business
  • Evaluate the potential impact of these issues with respect to advocacy efforts on behalf of the profession

5/6 - ET

Interactive Exhibitor Networking

5/6 - ET

TECH Demo: Boosting Confidence in your Financial Close Process - presented by Trintech

Takoradi Harris

- Director of Technical Sales – Mid Market | Trintech

Gain the Control and Confidence You Crave Within Your Financial Close

In this session, we will discuss how the right technology can give CFOs and Controllers the control and confidence they crave within their financial close process.

If you could rank your confidence-level in the accuracy and timeliness of your month-end numbers from 1-10 (1 being zero and 10 being perfect), where would you fall? Join us as we take you through Adra’s Suite of Solutions and demonstrate:

  • WHY your confidence might not be a perfect 10
  • HOW Adra can get you there
  • WHAT similar-sized companies are doing to get to the 10

5/6 - ET

CFO2110. What Role Should CFOs Play in Advancing DEI?

Stephen Rivera

- Vice President, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson

Tina Harris

- Professor and Endowed Chair of Race, Media, & Cultural Literacy | Louisiana State University

Angelina Brathwaite

- Sr. Client Partner Life Sciences / Diversity, Equity & Inclusion Leader | Brunel

Tracey Walker

- National Leader of Culture, Diversity and Inclusion | RSM US LLP

Some feel that DEI is only a human resource matter, or the sole responsibility of a DEI professional, however, to be truly effective, DEI must be everyone’s responsibility. McKinsey & Company’s January 2018 and 2020 research reinforces the link between DEI and company financial performance. In this session participants will learn tips and actions that CFO and finance leaders can take to ensure that they are playing a valuable role in advancing DEI within their organization.


Learning Objectives:

  • Recognize areas where you can partner with other executives on DEI initiatives
  • Determine how to effectively advocate for progress and accountability
  • Identify strategies for providing an evolving culture of inclusion

5/6 - ET

Break

5/6 - ET

CFO2111. IRS Updates: Noteworthy IRS Procedural Guidance, Operating Status and Enforcement Activities

Alina Solodchikova

- Principal, Washington National Tax | RSM US LLP

During the session we will discuss the updates on the IRS operating status, including the delays that IRS is experiencing with processing taxpayers tax returns, issuing tax refunds, including those that were submitted as tentative refund claims, as well as responding to other taxpayer’s requests. We will briefly touch upon the taxpayer’s advocate report to Congress that identified 10 most serious problems that the taxpayers encountered in their dealings with the IRS. We will discuss how IRS budget impacts IRS enforcement activity and IRS enforcement initiatives for the fiscal 2021 tax year.


Learning Objectives:

  • Assess implications for the IRS’s operating status issues on business
  • Analyze the IRS budget for Fiscal Year 2021 and how it impacts the IRS’s enforcement activities
  • Recognize IRS enforcement activities, campaigns and various initiatives (examination of high net worth individuals, withholding tax liability, BBA partnership examinations)
  • Identify the 10 Most serious problems the taxpayers encountered in their dealings with the IRS as reported by Taxpayer Advocate to Congress

5/6 - ET

CFO2112. Putting People First – Evolving the Approach to Developing Finance Talent

Barry Payne

- Director - External Relations, Management Accounting | Association of International Certified Professional Accountants

Azhar Ali Syed

- Vice President | Tetra Pak

Even before the current crisis, digital transformation and new ways of working were having a significant influence on the critical skills and capabilities of the finance function. The coronavirus pandemic has accelerated that need. Barry Payne, Director – External Relations, Management Accounting and panel will share insights on the skills and competencies that will become more prominent in the post-COVID world and tips on developing a measurable roadmap to develop sustainable finance talent. This is an absolute imperative for CFO’s.


Learning Objectives:

  • Identify how leveraging digital technologies has changed the skills landscape
  • Determine how digital technologies are driving new operating models and will shape the Future finance function
  • Analyze what finance leaders have learned from doing business during the pandemic
  • Recognize how skills and competencies of finance professionals need to evolve
  • Apply tips and techniques learned for developing a measurable roadmap to develop sustainable finance talent

5/6 - ET

Interactive Exhibitor Networking

5/6 - ET

CFO2113. Financial Accounting & Reporting Update

Lauren Hegg

- Senior Manager, Accounting and Reporting Advisory | Deloitte

This session will provide an update on various financial accounting and reporting topics that are relevant to private company CFOs, including: leases (ASC 842), reference rate reform (ASU 2020-04), convertible debt (ASU 2020-06), goodwill (current FASB project), and IPO/SPAC landscape.


Learning Objectives:

  • Recognize and assess recent updates to various financial accounting and reporting topics
  • Identify emerging trends related to IPOs and SPACs

5/6 - ET

CFO2114. What CFO’s Should Know About the Changing Capital Markets Landscape

Larry Wieseneck

- Managing Director and Co-President | Cowen & Company

The role of both the public and private company CFO has never been more challenging. Living through COVID and navigating the ever-changing expectations of customers, shareholders, creditors, and the community at large has been quite difficult. Yet certain truisms were once again revealed during the last year as it relates to capital structure, relationships with critical constituents and being nimble in the face of changes. Larry will explore some of the lessons learned from the last 12 months and what we might expect of the 12-24 months ahead.


Learning Objectives:

  • Evaluate the strategic element of capital structure and financings
  • Recognize the role of disruptive forces across all industries – Software, AI/Machine Learning, Robotics/Automation, and much more
  • Determine when SPACs become so popular and why?
  • Analyze the evolving nature of private equity and credit investors

5/6 - ET

Speaker Meet & Greet

Grab a spot at a virtual roundtable during the Speaker Meet & Greet! JD Messinger, Bruce Weinstein, and LaRae Quy will be joining us for more intimate conversations this evening. You don't want to miss this opportunity!

Friday, May 7, 2021

5/7 - ET

CFO21203. Human-Centric Digital Transformation for Finance Leaders (sponsored by Sage Intacct)

Tina Wang

- Vice President, Product Marketing | Sage Intacct

Rauli Garcia

- Vice President of Strategic Marketing | Sage Intacct

The term "Digital Transformation" has been tossed around in recent years to describe a technology-first means to transform businesses. But what IS digital transformation, really? IT modernization? Process automation? Or a human-focused business imperative?


Learning Objectives:

  • Assess how to deconstruct digital transformation to show how replacing manual processes with digital processes puts people first, rather than make them obsolete
  • Identify how technologies like artificial intelligence and big data serve the transformation by elevating the work of humans
  • Recognize that human-centric digital transformation is a critical enabler for companies to anticipate and prepare for change

5/7 - ET

CFO21204. Using Corporate Performance Management to Improve Financial Results (sponsored by Prophix Software)

Kasia Baniak

- Product Marketing Specialist | Prophix Software

Wayne Slater

- Director, Product Marketing | Prophix Software

Today, more and more we are seeing the challenges facing Finance and Accounting professionals. If there is one thing that 2020 has taught us, now is the time for finance to redefine it’s mission to achieve its long-stated goal of becoming a more strategic partner with the rest of the organization.


Learning Objectives:

  • Recognize the importance of Corporate Performance Management (CPM)
  • Identify how agile planning with CPM makes planning easier and faster with automation and improved collaboration

5/7 - ET

Break

5/7 - ET

CFO2115. Keynote: Build and Keep Your A-Team: 4 Steps to Ethical Leadership

Bruce Weinstein

- CEO | The Ethics Guy LLC

On a scale from 1 to 10, with 1 being “completely unimportant” and 10 being “essential,” how important is it that your team members are knowledgeable and skilled? 10, of course. But are knowledge and skill all it takes to succeed? Absolutely not. The team members you can count on and who will help you succeed are also people of high character. Why, then, aren’t you looking for and promoting only high-character people? This distinctive keynote presentation will show you the surest way to find, hire, and promote honest, accountable people. The presenter, Dr. Bruce Weinstein—The Ethics Guy—will reveal the four crucial steps you must take if you want to build and keep your A-team. It’s time to stop talking about character and start hiring for it. This presentation will show you how to do it—and why you must.


Learning Objectives:

  • Identify the four steps you must take to hire and promote high-character people
  • Recognize why A-teams are made up of people who are not merely competent but are also honest, accountable, and fair
  • Determine questions to ask in job interviews and performance reviews that reveal character

5/7 - ET

Break

5/7 - ET

CFO2116. Mental Toughness For Tough Times

LaRae Quy

- Founder and Director | The Mental Toughness Center

Terms like mental toughness and a strong mind conjure up images of tough guys who plow their way through obstacles and adversity. That approach might work in football, but not in business or life. Many of us have experienced trauma in different ways in recent months. More than ever, we need positive thinking, resilience, and willpower to find ways to move through adversity and roadblocks.

As a former FBI agent, LaRae believes that while theories are nice, evidence is better. This session will combine her real-life experience with neuroscience and social psychology to help you find new ways to meet the challenges in front of you.


Learning Objectives:

  • Positive Thinking: Recognize how you can prevail in your circumstances rather than expect your circumstances to change
  • Resilience: Determine why your obstacles won’t define you; instead, you can be defined by how you overcame them
  • Willpower: Identify how to pursue the things that fill you with purpose and meaning. Once you do, you will put in the work to get better at it every day

5/7 - ET

Interactive Exhibitor Networking

5/7 - ET

TECH Demo: The Power of CPM (Corporate Performance Management) - presented by Prophix

Hashim Alvi

- Solutions Engineer | Prophix Software

See how Prophix’s unified CPM software for budgeting, reporting, forecasting, data analysis and financial consolidations automates important financial and operational processes. With a low cost of ownership and the right balance of simplicity and depth of functionality, Prophix provides, intuitive, beautiful, powerful CPM software for everyone.

5/7 - ET

CFO2117. ESG Performance, Reporting and Assurance

Robert Hirth

- Co-Vice Chair | Sustainability Accounting Standards Board

Environmental, Social and Governance (ESG) performance, reporting and assurance has gained center stage around the world as organizations seek to better understand the needs and concerns of a variety of stakeholders, improve their own performance and better communicate their ability to create long term sustainable value. CPA’s, the CFO organization, and Finance professionals can all play a valuable role in adding value as their organizations, start, evolve, and continuously improve their ESG related activities.


Learning Objectives:

  • Analyze the latest drivers and applications of ESG activity that enhance organizational value and sustainability for key internal and external stakeholders
  • Identify the most current ESG reporting techniques and leading practices as well as reporting frameworks used by leading organizations globally
  • Recognize internal control aspects and third-party assurance options for ESG reporting as well as integration with Enterprise Risk Management

5/7 - ET

CFO2118. Rethinking the Workplace Post-COVID

Stephanie Ruiz

- Chief Human Resources Officer and Deputy Chief Administrative Officer | Congressional Budget Office

Matthew Rizzo

- Associate General Counsel and Employment Law Unit Chief | Department of Justice

The workplace landscape has changed during COVID and will again in the post-COVID world. The data indicates that returning to the workplace we knew before COVID is highly unlikely and there is no-one-size-fits-all approach to what the workplace will look like. This session will discuss from a human resource management and legal perspective, issues, options, and potential pitfalls that employers must consider in the future workplace.


Learning Objectives:

  • Recognize and explore future workplace considerations and how to frame them around three areas: a) in-person workplace, b) hybrid workplace, and c) fully remote workforce
  • Determine various factors to consider in making business decisions about your workplace post-COVID
  • Identify potential post-COVID issues ranging from recruitment and retention to workplace infrastructure, culture, performance management and compensation

5/7 - ET

Break

5/7 - ET

CFO2119. Navigating Fraud Risk in an eCommerce Environment

Earl Fagan

- Director, Internal Audit Forensics & Fraud | Amazon

In this session we will explore fraud trends, risk management, and considerations for prevention, detection, and response to a rapidly expanding business function.


Learning Objectives:

  • Recognize fraud trends in eCommerce
  • Apply tactics for Dynamic Risk Assessment
  • Identify prevention tools and techniques

Thursday, May 13, 2021

5/13 - ET

CFO21101. A High-Level Look at Insurance and Risk Management: The Changing Landscape of Risk

Jane Downey

- President | Clarity Concepts, Inc.

Mary Dronson

- Senior Vice President, Account Executive | Marsh & McLennan

Insurance experts will review historically purchased coverages and evolving and emerging risks impacting insurance. The in-depth workshop will cover Cyber, Employment Practices Liability, Workers’ Compensation, and Marine and Transit. The workshop will explore exposure changes due to COVID-19 and catastrophic weather events that are affecting businesses. Presenters will also provide an overall update on the Insurance Market: Hold on to your hats, your premiums and deductibles are going up!


Learning Objectives:

  • Recognize evolving risks for catastrophic acts of “Black Swan” property loss events, the need for Replacement Cost Valuation of Property, what Business Interruption really covers, and Virus and Bacteria Exclusions for COVID-19 claims
  • Determine effective use of your insurance spend: the need for periodic risk assessment, how much coverage you need, using peer benchmarking as a tool, and when you should consider self-insurance or setting up a Captive
  • Identify how to manage risk in a changing environment including the emerging risks due to COVID-19 remote worksites: Workers Compensation, Employment Practices Liability, and Cyber Liability including Extortion