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
Tuesday, June 23
General Session
- AI: Better Prompts, Better Results
Randolph Johnston, NMGI, Inc.Randolph Johnston
Randy Johnston, MCP, CNA, executive vice president and partner of K2 Enterprises, a leading technology CPE provider in Hammond La., has more than 40 years experience Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. Johnston was named one of Accounting Today’s Top 100 Most Influential People from 2004-2020 and Top 25 Thouhg Leader in the Accounting Industry 2011-2021.. His articles have been featured in CPA Technology Advisor, Journal of Accountancy and InfoWorld.
Generative AI is seemingly everywhere, and business professionals are embracing the technology. And for good reason – generative AI offers enormous opportunities for gains in efficiency and productivity. However, those gains can be even greater if you understand best practices for issuing AI prompts.
In this session, you will learn the best ways to ask questions of your AI platforms so that you get the information you seek quickly and easily. Stop wasting time with inefficient and ineffective prompts! Learn the best ways to get the information you seek!
Credits: 1.4 - Information Technology
This session is available to registrants only.
Breakout Session
- AI Workshop: Implementing What We’ve Learned
Randy Johnston, K2 EnterprisesRandy Johnston
Randy Johnston, is a nationally recognized educator, consultant, and writer with over 40 years of experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering, and outsourced managed services.
Generative AI tools are quickly becoming part of everyday business workflows. Many professionals have learned the basics of prompting, yet they often struggle to consistently produce reliable, useful results. The difference typically lies in how prompts are structured, refined, and applied to real tasks. This practical workshop goes beyond theory, focusing on turning prompt concepts into repeatable techniques that professionals can apply immediately in their daily work.
Participants will practice building structured prompts, refining responses through iterative prompting, and generating formatted output ready for reports, communications, and analysis. The session also addresses responsible AI use, including security and privacy considerations when interacting with commercial AI platforms. At the end of the workshop, attendees will have practical prompt templates, strategies to improve AI output, and clear guidance on using AI tools productively while protecting sensitive information.
Credits: 1.2 - Information Technology
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