Date: Aug. 31 - Sept. 14, 2023
Time: 9 – 11:50 a.m. PT
Join us for this joint virtual forum, hosted by the California Society of Certified Public Accountants (CalCPA) and the California Society of Association Executives (CalSAE), that will curate practical and timely content for association CFOs and their finance teams.
Identify the key responsibilities and functions of finance leaders in associations.
Recognize the importance of DEI in the finance function and its impact on organizational success.
Explore professional development opportunities and resources for finance leaders seeking career advancement.
Join us for an insightful session that delves into the core responsibilities and key success factors for today's modern Chief Financial Officer (CFO). As businesses navigate an ever-changing economic landscape, the CFO plays a pivotal role in shaping strategic decisions, managing financial health, and driving sustainable growth. During this session, we will explore the essential attributes and skills that define a successful CFO. From financial acumen to leadership qualities, we will highlight the capabilities required to excel in this critical position. Our expert speakers, comprising seasoned CFOs and industry thought leaders, will share their experiences, offering valuable insights into their own journeys and lessons learned.
In this session we will explore the critical topic of Diversity, Equity, and Inclusion (DEI) within your leadership and finance function and explore how to evolve your ideal impact using practical and proven frameworks to support your next steps.
This interactive breakout session provides a platform for attendees to engage in meaningful discussions and collaborative problem-solving on key topics impacting associations. The session will focus on resource sharing agreements, exploring successful models and strategies that can help associations optimize their resources and foster collaborative partnerships. Another area of discussion will address common problem areas that associations face, such as membership retention, financial sustainability, or governance challenges. The session will also address the complex issue of lobbying, delving into the question of how associations can strike the right balance. Participants will have the opportunity to share their own experiences, exchange insights, and learn from diverse perspectives in an interactive and dynamic setting.
As associations grapple with societal changes that lead to reductions in membership or member activity, CFOs and their finance teams play a crucial role in navigating these challenges. This enlightening panel discussion brings together esteemed finance leaders to share their organizations' experiences and innovative approaches in offsetting these trends. From novel membership models to engaging nondues activities, the panelists will delve into strategies that boost member engagement and drive sustainable revenue. Attendees will gain valuable insights into fostering a culture of profitability within their associations and achieving alignment between the Board and staff on financial goals. The panelists will discuss their experiences in identifying key products and services that contribute to the association's financial success. Moreover, the session will uncover effective methods to help Boards understand the financial intricacies of their associations.
Aligning your investments with your organizational values is becoming the norm in association investing. This presentation explores the first steps associations should take in order to reflect their values in their investments from both a policy perspective and an investment implementation perspective. Attendees will leave this session better informed about Environmental, Social and Governance Investing (ESG) and better prepared to make effective decisions with their investments.
This interactive technology-focused breakout session is designed to provide attendees with a comprehensive understanding of transformative technologies such as Web3, crypto, Bitcoin, and AI, and their implications for organizations. The session begins by addressing the fundamental knowledge needed to navigate these technologies, clarifying misconceptions and shedding light on their potential applications and limitations. The session further examines the integration and onboarding challenges faced by organizations, particularly during the pandemic when virtual integration became imperative. Attendees will learn about strategies and best practices for seamless technology integration, including enterprise architecture and internal investments required to operate a future-focused organization. The session emphasizes the importance of having the right stakeholders involved in decision-making and implementation processes.
Through interactive discussions, participants will share their experiences with different technology infrastructures, exchange insights on successful stakeholder engagement, and gain practical insights and a clearer vision of the transformative potential these technologies hold.