November
10-11-12, 2021
Curaçao
(Dutch Caribbean)

CPA Foresight

CPA Foresight offers a series of conferences that bring together experts, accounting practitioners and industry professionals. Each conference is designed to deliver clear, forward-thinking perspectives on the current business industry that are shaping the future of the profession: technical, authoritative, educational, including of course technology and innovation. Become part of the CPA Foresight Conference Series and stay on the forefront of required developments in all facets of the profession. Join today and become a leader of change!

Agenda

November 10

Morning sessions | 8:30 – 12:30

Technology, Innovation and Leadership

8.30 AM AST (Keynote) – The CFO Agenda in the Next Normal (Tom Hood CPA, CITP, CGMA)

The pandemic has reset the global operating system, challenging every organization to rethink and reimagine their very business and operating models.

The CFO needs to have a clear vision of preparing their teams and organizations for the “Next-Normal” to harness the opportunities that abound in a post pandemic landscape.

This session will focus on crafting the CFO agenda to drive resiliency and growth. Tom Hood will discuss the imperatives and shifts that Finance teams need to make and summarize the key actions and take-aways from the Finance track.

Learning objectives:

  • Understand the new and emerging areas that finance must support.
  • Understand the new competencies that must be created.
  • Comprehend the shifts that finance must make.
  • Learn about the critical skills needed for the future of finance.
  • Gain insights into driving these shifts in your organization.

9.30 AM AST – Blockchain and Crypto Update for the Accounting Profession (Sean Stein Smith CPA, DBA)

This session will touch on recent accounting, tax, and policy updates as they connect to the blockchain and cryptoasset sector. Specific for the accounting audience in attendance, there will be a breakdown of proposed accounting guidance, a review of IRS updates and pronouncements related to crypto tax issues, and an analysis of how pending and enacted legislation could influence the cryptoasset sector moving forward. Additionally, the fundamental steps necessary to construct and enact a crypto payment strategy will be presented, including FAQs and key steps that need to be taken into account as a part of this analysis/process. Lastly there will be an examination and discussion of the array of cryptoassets that exist in the marketplace, including a focus on decentralized finance (DeFi), central bank digital currencies (CBDC), and non-fungible tokens (NFTs).

Learning objectives and specific items to be covered include:
• Regulatory update for blockchain/cryptoassets
• Update/analysis of various cryptoassets
• Real world examples of NFTs, stablecoins, and CBDCs in the marketplace

10.30 AM AST – All things Artificial Intelligence, Machine Learning, RPA and WTH (Byron Patrick CPA, CITP, CGMA)

All things with regards to Artificial Intelligence, Machine Learning, Robotic Processing Automation and WTH.

In this session, you will learn the basics of various automation technologies that are being used in the accounting industry as well as learn about some of the uses as well as future possibilities. Be ready to wow your friends at the next dinner party with all you have learned!

11.30 AM AST – Panel Discussion

Afternoon sessions | 13:30 – 17:30

Technology, Innovation and Leadership

13.30 AST (Keynote) – Pitfalls in the Confirmation Process – How Fraudsters Use Technology to Commit Fraud! (Brian Fox CPA, MBA, CGMA)

Inflating revenue or stealing cash are two of the most frequent frauds, yet auditors used the same process for over 100 years to audit cash/receivables/revenue. This session will explore the pitfalls in the audit confirmation process and will discuss technologies that auditors can use to expose fraud.

Learning objectives:

  • Understand how confirmation fraud happens
  • Discuss how fraudsters utilize technology to commit fraud
  • Technology solutions available to catch confirmation fraud

14.30 AST – Leading 5 Generations in the Workplace: The Generational Secret Nobody’s Talking About (Bill Sheridan CAE, CPT)

In his session, Leading Five Generations in the Workplace: The Generational Secret Nobody’s Talking About, Bill is breaking down the five generations of workers along these categories: Traditionalists (people born from 1925 to 1945), Boomers (1946-1964), Gen Xers (1965-1980), Millennials (1981-1965), and Gen Z (1996-2012).

Each generation has its own stereotypes, from the hard-working Traditionalists and driven Boomers to the smarter-working Gen X-ers and the entrepreneurial Gen Z-ers.

15.30 AST – Business Management and How to Run a Business using EOS and Gazelles Scaling up tools (Byron Patrick CPA, CITP, CGMA)

The traditional models of Organisation Charts and inefficient meetings create challenges for everyone business leader to effectively run their organization.  Learn the basics of a consistent and efficient operating system to implement in your business to gain alignment and ensure everyone is focusing on the same goals. Be prepared to transform your business’s operations for success!

16.30 AST – Panel Discussion

November 11

Morning sessions | 8:30 – 12:30

Diversity, Equity and Inclusion

8.30 AM AST – Topic To Be Announced (Kimberly Ellison-Taylor CPA, CGMA, CISA, MBA)

9.30 AM AST – The Importance of Inspiring, Sponsoring, and Advocating for a new Generation of Diverse CPAs (Shonda Knowles-Elliot CPA, MAcc)

Learning objectives/key goals:

  • Overview – why diversity in organizations is critical
  • Current makeup of CPAs by demographic
  • The importance of inspiring the youth to pursue the CPA designation
  • The role of sponsorship for diverse CPAs
  • Strategies for recruiting, retaining and supporting diverse CPAs

10.30 AM AST – There is Not a Diversity Talent Pipeline Problem! (AJ Yawn MSc, CISSP, U.S. Veteran)

When companies discuss diversity efforts, we often hear that finding diverse talent is because there is a talent pipeline problem with various candidates. Leaders and companies do not believe there are enough qualified and talented diverse employees to fulfill jobs in the accounting and technology industries. This talk will discuss why this is a myth and there is no pipeline problem. We will outline solutions and strategies to increase diversity in organizations across the world.

Learning objectives:

  • Identify the reasons why people believe there is a lack of diversity of talent
  • Learn strategies and techniques to hire more diverse candidates
  • Develop one actionable step you can take to increase diversity in your company

11.30 AM AST – Panel Discussion

Afternoon sessions | 13:30 – 17:30

ESG and (Non) Financial Reporting

13.30 AST – What Accounting Professionals Need to Know About ESG Reporting (Sean Stein Smith CPA, DBA)

This session will cover and discuss both the topics surrounding environment, social, and governance (ESG) reporting, as well as the accounting and reporting implications of this trend. Kicking off the session will be a review and overview of the components of ESG reporting and information, as well as how these different types of information can be integrated into a financial reporting framework. Building on this, a discussion and analysis of accounting and reporting trends around ESG will be presented, including but not limited to current challenges in the sector, as well as examples of how accounting firms and practitioners can offer services in this sector. Real world examples will be presented at the end of the session prior to  the time allotted to Q&A.

Learning objectives and specific items to be covered include:

  • What is ESG reporting?
  • Market update around ESG implementation
  • Challenges around ESG reporting?
  • How The Profession Can Assist

14.30 AST – Sustainability: An Ethical Business Model (Jennifer H. Elder CPA, CSP, CVP)

Sustainability is no longer just a “nice thing to do,” it is a business and moral imperative.  On the business side, according to Harvard University, companies with strong sustainability initiatives have 4 times the sales growth, 8 times the employee engagement, and a 47% greater increase in stock value than their non-sustainable competitors.  On the moral side, your customers and employees will no longer support an organization that does not address environmental and social issues.  Learn how to make sustainability a competitive advantage to attract and retain loyal customers and high-performing employees.

15.30 AST – Getting the Basics Right with Cybersecurity (AJ Yawn MSc, CISSP)

Cybersecurity is a word that scares and confuses people. We generally hear about cybersecurity in the news after a breach like the recent Central Bank of Curaçao and Sint Maarten (CBCS) breach. In this talk, we will outline some basic strategies for companies and individuals alike to understand related to cybersecurity. Surprisingly, most breaches are not the result of some elaborate technical capability or skills; usually, the basics cause issues for companies and individuals. Focusing on the basics will protect you, and we will learn some of those in our talk today.

Learning objectives:

  • Demystify cybersecurity and how it relates to companies/organizations
  • Learn basic cybersecurity principles to help protect your sensitive data
  • Identify key questions to ask leadership and team members to understand your cybersecurity posture

16.30 AST – Crypto Accounting and Tax Related Issues (Sean Stein Smith CPA, DBA)

This session will focus on Crypto Accounting, Tax related issues and Technology/Tools to process crypto transactions.

November 12

Morning sessions | 8:30 – 12:30

Career Development and Lifelong Learning

8.30 AM AST (Keynote) – What’s the Future of the CPA/CGMA Post Pandemic? (Tom Hood CPA, CITP, CGMA)

This is a defining moment for the Profession. CPAs have been thrust into the center of attention as they are called on to help businesses ‘survive and thrive’ in these extraordinary times.

We are entering uncharted territory. A new world is upon us. Those who conquer it will be those who reimagine, redefine, and reinvent not only themselves and their businesses, but what it means to live and work in a post-pandemic world. This session will explore the mindset, skillset, and toolsets needed to lead in a post-pandemic world.

Learning objectives:

  • Learn about the great COVID accelerator and the major trends that have accelerated since the pandemic started.
  • Understand the world of exponential change and how to get an exponential mindset.
  • Identify the critical skills needed to increase your relevance in a rapidly changing world.

9.30 AM AST – Finding Your Inner Extrovert: Communication Skills for Accounting Leaders (Jennifer H. Elder CPA, CSP, CVP)

In today’s technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it’s one on one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership.

10.30 AM AST – A review of the ever-evolving professional (Shonda Knowles-Elliott CPA, MAcc)

Learning objectives/key goals:

  • Overview – summary of changes in the accounting profession over the past 20 years
  • The value of continuous education to the professional and their organization
  • Tactics for taking charge of one’s career and steering its progression

11.30 AM AST – How to Give a Killer Presentation and Meeting that doesn’t Suck (Bill Sheridan CAE, CPT)

We’ve all seen them — the amazing presentations that move the audience to cheers, tears, applause and action. We’ve seen plenty of others that move the audience to sleep … or to leave the room altogether. In this interactive program, Bill Sheridan takes a closer look at the secrets of great public speakers. Here’s a hint: It’s not about PowerPoint. It’s not even about what you know. It’s about how you present that knowledge. Once you leave the office and climb onto the stage, your title has officially changed: You are now Chief Storytelling Officer.”

Afternoon sessions | 13:30 – 17:30

Future of the Profession

13.30 AM AST – (Keynote) The Future of Our Profession (Brian Fox CPA, CGMA, MBA)

Disruption is a part of every business and lately our accounting profession has been under attack for the many financial failures we see in the headlines. This session will take an honest look at our failures, will discuss our responsibility to the public and will explore how we can collectively change the narrative.

Learning objectives:

  • Understand how we are viewed today
  • Discuss how we got here
  • Look at both our obligation and opportunity to change our trajectory

14.30 AST – Career Success in the Digital Age – The Race for Relevance in a Digital World (Alain Mulder MSc)

Learning objectives/key goals:

  • State of the profession: Six megatrends
  • Are today’s management accounting and finance competencies fit to assume new roles in the digital age?
  • What skills are becoming more important and new skills that are now required to stay relevant?
  • The impact of the development of new technologies on the envolving role of the management accountant.
  • The skills finance and accounting professionals need in this digital age, and how we can prepare for a future in the digital age of accounting.

15.30 AST – Going Darwin: Why Self-Evolution is the Key to Future Success (Bill Sheridan CAE, CPT)

Technology is transforming our profession. Machines can now do the foundational things upon which our profession was built, and they can do them faster and more accurately than we can. How do we stay relevant in a world like this? The answer lies in mastering the things the machines CAN’T do. That means embracing a new mindset, a new skillset, and a new toolset that will make us not only future-ready, but future-proof.

In this interactive and engaging session, Bill Sheridan will do three things for you:

1. He’ll lay the foundation, examining what’s happening now, how it’s impacting our profession, and how our mindsets much change to come to grips with this “new normal.”

2. He’ll examine in greater depth the skills we’ll need to succeed going forward, and why they’re crucial to our future success.

3. And, he’ll take you on a deeper dive into some of the new tools that have surfaced to help you become future-ready … and that will help your clients become future-ready as well.

16.30 AST – Topic To Be Announced (Kimberly Ellison-Taylor CPA, CGMA, CISA, MBA)

A continental breakfast buffet and full lunch buffet are included.
Also, we welcome you to our complimentary sunset beach happy hour on Friday to close the event.

SPEAKERS

Keynote: Tom Hood
CPA, CITP, CGMA

EVP Business Engagement & Growth at Association of International Certified Professional Accountants

Keynote: Brian Fox
CPA, MBA, CGMA

Vice President of Strategic Partnerships at Thomson Reuters, President & Founder of Confirmation

Sean Stein Smith
CPA, DBA

Professor at City University of New York (Lehman College), Forbes.com Contributor Crypto & Blockchain, Strategic Advisor Central Bank Digital Currency Think Tank

Alain Mulder
MSc

Senior Director Europe Operations at IMA (Institute of Management Accountants)

AJ Yawn
MSc, CISSP

Co-Founder and CEO of ByteChek, Veteran, LinkedIn Top Voice 2020, AWS 6x Certified, NABCRMP Board Member

Byron Patrick
CPA.CITP, CGMA

GM at Botkeeper, Tech Q&A Writer for Journal of Accountancy, Accounting Tech Geek, National Speaker

Bill Sheridan
CAE, CPT

Communicator for CPAs, writer, author, speaker, podcaster, thought leader, Certified Association Executive, Certified Personal Trainer

Jennifer H. Elder
CSP, CPA, CVP

CEO, Presenter, Virtual Emcee, Mentor helping smart financial professionals become future-ready now by developing the skills to connect, influence, and get a seat at the strategy table

Kimberly N. Ellison-Taylor

Global Technology and Finance leader with over 30 years of career achievements. She is the Chief Executive Officer of KET Solutions, LLC, a consulting firm focused on business growth, innovation, strategy, transformation and inclusive leadership.

Shonda Knowles Elliott
CPA

Partner & CEO – ByteChek Assurance

Rocher Cyrus
CPA, CGMA

Managing Partner GIM.cpa, Confirmation, AICPA, Becker Professional Education

Gino Campbell
CPA, CGMA, CAMS

Principal BZB Accounting, Advisory & Compliance Services, Partner GIM.cpa, Former CEO Curaçao Gaming Control Board

Niko Kluyver
MBA, CPA

CEO Caribbean Credit Bureau, Director at Navistart, Partner GIM.cpa

Risa Schonbaum
CPA

Partner GIM.cpa

Event Venue – Curaçao Marriott Beach Resort

The CPA Foresight, Crystal Blue Conference will be held at the Curaçao Marriott Beach Resort. This recently renovated and beautifully upgraded ocean resort has over 51,000 sq ft of event space to comfortably host this unique event. Located on the stunning turquoise waves of the Caribbean Sea, this event is an experience not to be missed. The resort offers enormous amenities including a magnificent open air bar lounge facing the ocean, numerous pools with pool bars, a delightful garden plus on-location opportunities to swim and snorkel with the underwater wildlife. The resort is in close proximity to the downtown areas “Punda” and “Otrobanda”, where the possibilities for dining, nightlife and sightseeing seem endless.

Find out more about the venue
Use this link to book your room and get our special conference rate
Book your taxi to the hotel now

ABOUT CURAÇAO

Curaçao is located in the southern part of the Caribbean, outside the hurricane belt approximately 90 miles north of Venezuela. Curaçao is an autonomous country within the Royal Dutch Kingdom often referred to as the ABC islands, along with its sister islands Aruba and Bonaire. Curaçao is one of the pearls of the Southern Caribbean that has retained its character, beauty and history throughout the years. Experience the internationally famous “Swinging Old Lady” floating bridge, the well-known picturesque colorful Caribbean Dutch waterfront buildings, the constant afternoon ocean breeze and delicious local specialties. For those interested to stay a few extra days and tour the island, please click on the link below to learn more about Curaçao and the many local activities available to enjoy.

Registration

Please register now for the Crystal Blue Conference

Full Conference Attendance:

AICPA Members
Non-Members

Pricing

$1,550
$1,995 

Single Session Attendance:

Registration for In-Person single sessions only opens after October 21st
(Virtual single session open now)

AICPA Members
Non-Members

$350 per session
$450 per session

Who should attend?

  • Firm/Company Partners, Executives, Directors and Managers
  • External, Finance & Management Accountants
  • Technology champions and innovation leaders
Company Discount: 10% for groups of 5 to 10 attendees, 15% for groups of more than 10 attendees
Veterans Discount: 25%
For discounts, please contact us at info@gim.cpa

CPE Credits Info

CPE Credits:

Onsite 24
Live Online 24

  • NASBA Field of Study: Accounting, Auditing, Information Technology, Specialized Knowledge, Finance, Personal Development, Business Management & Organization, Personnel/Human Resources
  • Level: Intermediate

Advocate of quality CPE

The Association of International Certified Professional Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Organizer and Sponsors

Contributor