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Wednesday, December 7, 2022

8:50 AM – 9:40 AM EST

CII2201. Cayman Economic Update

Chris Saunders

10:00 AM – 11:15 AM EST

CII2202. Global Economic Update

Joe Brusuelas

- Chief Economist | RSM LLP

11:25 AM – 12:40 PM EST

CII2203. Your Best Leadership: Two Secrets to Become the Leader Everyone Wants to Follow

Jonathan Lokhorst

- Executive Leadership Coach | Lokhorst Consulting LLC

What can you do to reduce turnover and increase employee engagement during “The Great Resignation”? Become a better boss and build better bosses throughout your organization. Research by Gallup and others show that two-thirds of employee retention and engagement is driven by the worker’s relationship with their direct supervisor.

In this inspirational keynote presentation, Jon shares two profound leadership lessons from his first job as a teenager. Explore vital practices to become the leader everyone wants to follow. Discover the secret of showing your team members you have their best interests at heart—while working together to accomplish crucial business results. Take away a simple tool to consistently deliver your best leadership.

-Deepen engagement with your team by showing them you have their best interests at heart without sacrificing crucial business results.

-Identify self-leadership practices that will make you the leader your team wants to follow.

-Discover your best leadership tool for retaining and developing top talent.


Learning Objectives:

  • Recognize the importance of the worker's relationship with their boss for employee retention and engagement.
  • Identify vital practices to become the leader everyone wants to follow.
  • Apply your best leadership tool to build engagement and retain top talent.

1:30 PM – 2:20 PM EST

CII2204. Maximising the Impact of Internal Audit

Rob Whiteman

- Chief Executive | CIPFA

2:30 PM – 3:45 PM EST

CII2205. Recruiting and Retention Panel Discussion

Kelli Koutney

- Partner | PricewaterhouseCoopers

Gloria McField-Nixon

- Chief Officer | Portfolio of the Civil Service, Cayman Islands Government

William Koutney

- Financial Services Recruitment | CML Recruitment

Jonathan Lokhorst

- Executive Leadership Coach | Lokhorst Consulting LLC

Carolyn du Toit

- Partner - PwC Cayman Assurance Leader | PwC

Join fellow finance and accounting leaders in an interactive panel discussion on top talent-related challenges in the workplace today, such as turnover, burnout, and navigating new workplace models. Facilitated by a certified executive leadership coach, gain insights on best practices and novel approaches to tackle these challenges.


Learning Objectives:

  • Recognize significant talent-related challenges facing finance and accounting leaders today.
  • Identify best practices and novel approaches to talent-related challenges.
  • Determine an appropriate strategy for talent recruitment and retention.

3:55 PM – 4:45 PM EST

CII2206. Understanding Gen Z

Erica Newman

Scott Boase

- Talent Manager, Recruitment & Talent Development | Deloitte

Kate Bosman

- Risk Advisory and Consulting Senior Manager | Deloitte

Erica Newman

- Recruitment Senior Manager | Deloitte

Have you ever found yourself feeling like you just don't understand someone who has recently joined your team? Never before has the office seen so many generations working alongside each other, and with each new generation joining the workforce comes a period of change, and potential conflict. This webinar is about improving inter-generational understanding and creating a culture where everyone can play to their strengths and realise their potential and has been designed in collaboration with some of Deloitte's Gen Z practitioners.

Thursday, December 8, 2022

9:00 AM – 10:20 AM EST

CII2207. Future of the Profession

Barry Melancon

- President and CEO | AICPA

In this session Barry Melancon will share how the accounting and finance profession have adapted to recent changes and how current challenges might evolve in the long-term as we move towards 2030.


Learning Objectives:

  • Key changes affecting the profession include services driven by consumer and regulatory expectations, evolving business reporting, firms and finance structures, emerging technology and trust as well as talent, skills and education.

10:30 AM – 11:20 AM EST

CII2208. The Current State of ESG: Where we Are and Where we are Going

David Marriage

- Partner | PwC

11:30 AM – 12:20 PM EST

CII2209. Mission Critical Leadership: How Smart Managers Lead Well in All Directions

Jonathan Lokhorst

- Executive Leadership Coach | Lokhorst Consulting LLC

Most leadership development focuses on a single direction within the organizational hierarchy: downstream to subordinates. While it is important to be a good boss, leadership is much more than that. The best leaders learn to lead well in all directions. They lead upward to superiors and across among peers throughout the organization. And it all starts with self-leadership. This often overlooked or misunderstood leadership principle is essential to build a thriving and productive culture. This topic is based on Jon’s book, Mission-Critical Leadership: How Smart Managers Lead Well in All Directions, published in 2021.


Learning Objectives:

  • Recognize the two R's of leadership and how they shape your leadership style.
  • Identify leadership actions that will help you lead well in all directions.
  • Apply a personal branding tool that will enable you to show up as your best self and deliver your best value as a leader.

11:30 AM – 12:20 PM EST

CII2210. What Did I Miss? Top Trends, Events and Lessons around the Digital Asset Ecosystem

Isabel Gumeyi

- Director | PwC

The Digital Asset space is fast paced and ever changing. From new players and service offerings emerging daily to crypto tokens loosing millions of dollars in value overnight - it can be hard to stay up-to-date and focused on the big picture. This interesting session aims at summarising some of the key recent events in the Digital Asset Ecosystem while balancing it with lessons, opportunities and other practical considerations. 


Learning Objectives:

  • Provide summary of some of the key recent events in the Digital Asset Ecosystem
  • Challenge attendees to consider lessons, opportunities and other practical considerations.

1:05 PM – 2:20 PM EST

CII2211. Ethics for Accountants in the Cayman Islands

Lisa Bowyer

- Dr | Ogier Regulatory Consulting

The specifics of the application of the IESBA Code in the Cayman context, with case studies of ethical dilemmas, for accountants, accountants in businesses and auditors. A look ahead to the implementation of the revised IESBA Code in 2024. The connection with regulation in the financial services sectors and AML Regulation and consideration of what are the relevant authorities for the purposes of NOCLAR. 


Learning Objectives:

  • Clarify how the Code applies to accountants in Cayman Islands.
  • Apply IESBA Code in Cayman environment
  • Refresh awareness of the Code's provisions
  • Understand the ethical and reputational challenges, present and future for the accountancy profession.

1:05 PM – 2:20 PM EST

CII2212. Technology Update for the Profession

Jim Bourke

- Managing Director Advisory Services | WithumSmith+Brown

In this session, Jim Bourke will discuss a number of hottest technology trends and issues in the profession and actively get the attendees involved in the session.

To keep competitive, today’s CPA professionals need to be in a position to react instantaneously to client needs and concerns. Technology plays a huge role in meeting client expectations on a timely basis.

Our profession will change more quickly in the next 5 years than it has in the past 30! Technology is the reason for that rapid transformation. Jim will share insight and knowledge that will prepare you for this change and help to guide you and your firm in making the right strategic decisions!

Jim will discuss a range of technologies from tax, return collaboration with clients, practice management, outsourced client accounting to the pro’s and cons of doing business in the cloud from private to vendor to public cloud platforms, content management and engagement management, including a 30,000 foot view of the AICPA’s new Dynamic Audit Solution. He’ll also spend a significant amount of time focusing on security and privacy best practices and share some cyber-tips in data and password protection to help make your practice and your clients’ a little “more” secure.

In addition, Jim will share his thoughts on why and how the audit is changing forever! He’ll show you what you should be doing now to prepare for this impact and he’ll also share some of the best tools available today to take your audit to the next level and by default, show you how to increase realization and profitability by automating all of the manual tasks.

Attend this session and you’ll be one step ahead of your competition on preparing for one of the biggest changes to impact our profession, not to mention, you’ll have a good understanding of all of the current tools in the marketplace to take your efforts in this space to the next level!


Learning Objectives:

  • Better understand the technologies changing our profession
  • Understand the technologies that are right for your specific practice

2:30 PM – 3:45 PM EST

CII2213. Managing Your Well-being: A Conversation on Mental Health

Shakor Jukes

- Senior Accountant | Amazon

The
first step in managing our well-being is identifying what is at the root of our
challenges and struggles. Join me for an engaging dialogue designed to dispel
common myths attached to mental health, build a community of thoughtful
communication and highlight the importance of an effective self-care routine.
Let’s break the stigma and uneasiness surrounding mental health conversations
together!


Learning Objectives:

  • 1. Gain a better understanding of the prevalence and effects of mental health conditions.
  • 2. Bust common myths about people living with mental health conditions.
  • 3. Understand the importance of resiliency and its impact on managing your mental health.

3:55 PM – 4:45 PM EST

CII2214. Leading Change when People are Weary

Rob Whiteman

- Chief Executive | CIPFA