Management and Business Advisers Conference

K Sessions

Friday, June 14,
2:35 p.m. - 3:50 p.m.

K1. Rolling Forecasts: Best Practices and Implementation
Room: L100E

Speaker(s): Leah Donti
NASBA field of study: Finance - Technical (1.5)

Traditional budgeting is obsolete. It’s time to focus on the future – the rolling forecast. Understand what a rolling forecast is and how it differs from traditional budgeting. Plot the key steps for implementing a rolling forecast. Identify common pitfalls to avoid, helpful implementation tips and best practices to adopt. Plus, learn how to convince management to embrace the continuous rolling forecast.

Room: L100E, Lower Level | View map

K2. The Well-Rounded Business: Strategic Planning Using the Balanced Scorecard
Room: M100G

Speaker(s): Jennifer Elder
NASBA field of study: Business Management & Organization - Non-Technical (1.5)

The success of your business is more than just the income statement. The Balanced Scorecard is an easy-to-use tool that allows you to develop a business strategy that encompasses all of the elements of success, including customers, employees, and processes. Discover the benefits of the Balanced Scorecard, get tips and techniques for getting started and see what performance indicators to measure. Learn how to prevent the most commonly made mistakes.

Room: M100G, Mezzanine Level | View map

K3. Preparing for the Next Recession
Room: M100B

Speaker(s): Paul Springmeyer
NASBA field of study: Economics - Technical (1.5)

Explore the current state of the global economy and ensure that you and your clients are ready for the next recession in this timely session. Learn how to deal with increased market volatility and address concerns pertaining to economic uncertainty. Take a look at a variety of asset classes, including equities, fixed income, real estate and commodities. Discuss efficient portfolio management strategies to maximize investor returns and minimize tax impacts.

Room: M100B, Mezzanine Level | View map

K4. Data Analysis and Mining
Room: M100D

Speaker(s): Jon Ault, Michael Felch
NASBA field of study: Information Technology - Technical (1.5)

With data scattered everywhere, every business needs an effective data strategy. Thanks to improvements in both the capabilities and cost effectiveness of data analytics technologies, a data strategy may be more achievable than you think. Dig into different techniques and tools available to mine data from your core business systems. Look at examples of data visualization and how it can help your business become more data driven. Come away with strategies for your organization to get started with data analytics.

Room: M100D, Mezzanine Level | View map

K5. Employee Engagement: Using Analytics to Improve Performance and Profitability
Room: M101

Speaker(s): Steven Johnson
NASBA field of study: Personnel/Human Resources - Non-Technical (1.5)

If staff turnover is an issue in your company or firm, this is the session for you. Research shows that employee engagement has a positive impact on organizational metrics, including intent to stay, job satisfaction, client loyalty and individual performance measures. Discover the importance of employee engagement and how you can measure it effectively. Learn how to use analytics to create specific, actionable plans for improving employee engagement. Gain insights on how to implement a successful engagement program in your organization that improves both performance and profitability.

Room: M101, Mezzanine Level | View map

K6. You Aren't as Ethical as You Believe Yourself to Be
Room: L100C

Speaker(s): Bret Hood
NASBA field of study: Behavioral Ethics - Non-Technical (1.5)

The latest scientific research shows that many of the things organizations do to promote ethicality among employees actually perpetuate unethical behavior. So how can you create an effective ethics and compliance program? Dive into human behaviors such as the ability to rationalize almost anything and the need to maintain a positive self-image. Explore how distance affects perspective and improve your communication skills. Compare the conscious and unconscious minds as well as the emotional hot and cold states. Walk away with the skills to develop methods, policies and procedures that will increase employee engagement and trigger automatic ethical responses in your employees.

Room: L100C, Lower Level | View map

Previous: J sessions

Next: L sessions

Full agenda

MBAC19 Sponsors

  • Opening Keynote

  • Bonus Session & Lanyards

  • Premiere Happy Hour

  • Happy Hour Food Station

    SharePoint Credit Union
  • Refreshment Break

    Robert Half
Minnesota Society of CPAs
1650 W. 82nd St., Suite 600
Bloomington, MN 55431
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