Corporate Finance Forum - VIRTUAL
8.00 Credits
Member Price $370
Non-Member Price $470
Overview
This conference is offered in collaboration with the Indiana CPA Society.
Your Go-To Guide for Corporate Change
A lot is happening right now...economically, politically, legislatively, regulatorily--you name it, and it's affecting your organization. Whether it's making strategic internal changes or planning for external changes, this conference will help you learn how to move forward and adapt in a rapidly shifting corporate environment.
Highlights
- 401(k) Planning
- Corporate Insurance
- Legal Issues in Corporate -Finance
- Payroll
- Political & Economic -Landscape
- Real-World Ethics Cases
Prerequisites
None
Designed For
CPAs employed in the business and industry sector
Objectives
- Learn more about the key external and internal factors that will affect the way you do business moving forward at this conference designed specifically for corporate finance professionals.
Preparation
None.
Notice
Wednesday, June 18
General Session
- Payroll
More information coming soon!
Credits: 1.4 - General
This session is available to registrants only.
Breakout Session
- Legal Insights: Navigating Contracts, Capital, and Compliance
More information coming soon!
Credits: 1.2 - General
This session is available to registrants only.
- Corporate Insurance
More information coming soon!
Credits: 1.2 - General
This session is available to registrants only.
General Session
- Lunch Break
Lunch Break
This session is available to registrants only.
General Session
- Trump, Tariffs, Fed, Inflation, Interest rates, Economy, Recession?
Where are we headed and how will it impact your clients, their operations, their decisions, and what advice you give them?
Credits: 1.4 - General
This session is available to registrants only.
General Session
- Navigating 401(k) Success: Fiduciary Roles and Building a Better Plan
As retirement plans continue to evolve, so does the responsibility of those who manage them. This session will explore the distinctions between fiduciary and non-fiduciary roles within 401(k) plans and the personal liability that can come with each. Attendees will gain insights into how to effectively manage these responsibilities and reduce risk. We’ll also unpack the key attributes of a well-run 401(k) plan–what defines success from both the employer and employee perspectives–and how finance professionals can assess and improve their plan’s performance.
Credits: 1.5 - General
This session is available to registrants only.
General Session
- Ethics in the Real World
To improve ethical behavior, we build ethics codes, conduct ethics training, and emphasize an ethical “tone at the top.” Research shows, though, that these traditional initiatives too often harm ethical reasoning more than they help. We inaccurately predict how people will respond to behavioral initiatives and teach ethics using ineffective approaches. This class explains what actually works in the real world and what doesn’t. We will answer questions such as why we make choices that contradict our own ethical beliefs and why we falsely recollect our decisions as being ethical when they were not. We’ll apply what we learn to be able to improve our future ethical behavior at the individual and organizational levels.
Credits: 1.3 - General
This session is available to registrants only.
Non-Member Price $470
Member Price $370