歡迎 - 迄今為止的道路.pdf

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1、Future of Finance Summit 2024The Road so farTom Hood,CPA,CGMAEVP Business Engagement&Growth,AICPA&CIMAOkorie Ramsey,CPA,CGMA,PMP,NACD.DCImmediate Past Chairman of AICPA&CIMAVice President of Sarbanes-Oxley,Kaiser PermanenteShark(Don Dea)Future of Finance Leadership Advisory Group3Started in May,2021

2、 this group has led the way in helping us reimagine and transform the finance function to power trust,opportunity,and prosperity.“We are all walking the same transformation journey”Future of Finance Leadership Advisory GroupFFLAG Meetings 33 mtgs since inception4th Summit 150+attendees Launched FAME

3、-Finance&Accounting Model for EffectivenessFirst Registered Apprenticeship for Finance and AccountingVoice&Scale FFLAG ChampionsJofA Podcasts 20+#FutureReadyLive interviews-32Presos to corporate finance teams(72)Presos to State CPA Societies(24)Intl Americas presos CIMA&CPA Canada,Jamaica,Bahamas,Tr

4、inidad&Tobago3 WhitepapersJoint meeting with CFA InstituteCPA Firms-CAS Upskilling CurriculumUS Registered Apprenticeship Program UpdatePathfinder Liberty Bank CFO Paul Young and Apprentice Darryl Bonner II(USNA)at Future of Finance SummitNote:Poll results from 12-11-2024 opening sessionOkorie Ramse

5、y,CPA,CGMA,PMP,NACD.DCImmediate Past-Chair AICPA-CIMA&Vice President of Sarbanes-Oxley,Kaiser PermanenteLessons from my travels.Maintaining relevance to operationsMaking the news vs.simply reporting itNot just seeing around the corner,but living thereDriving innovation,change and growthServing as a

6、trusted advisor to the CEOUnderstanding the Hard No and Enabling YesPolarization of our country and its impact on business,trust and peopleStrategy for DEI in the FutureHuman Capital in what continues to be a hybrid work environment Over the past year,I have traveled across more than 20 States and 4

7、 Countries representing the AICPA and CIMA.Some of the CFO areas of focus include:Future of Finance 2.0Finance should be focused on maximizing value creation by driving decision-making towards effective and efficient allocation and deployment of capital,resources and relationships,transforming busin

8、ess models for long-term success.Time horizon management1Capital management2Relationship management3Business model management4Data,tech and automation21st century power skillsThe four big shiftsTransforming Finance for the futureFuture of Finance Leadership Advisory Group -August,2024 111.Technology

9、 Driven Strategic Value Creation2.Transforming the Finance Workforce3.Leadership and Talent Development-new skills4.AIs Duality:Terrified Dinosaur-Anxiety and Opportunity5.Data Governance as a FoundationFuture of Finance Reimagined-CFO in 2030 from 1st Summit in December,2021Updated Vision of CFO fr

10、om the 4th Future of Finance Summit 12-11-24By 2030,the CFO will have transformed into a strategic leader,deeply integrated with all business functions,driving value creation and innovation through advanced analytics,real-time financial insights,and human capital development.Automation will have com

11、pletely revolutionized transactional activities,enabling finance to focus on decision support,culture-building,and talent development.The CFO will be an empathetic leader,navigating change and uncertainty while championing technology,AI,and cybersecurity to address complex global challenges.This evo

12、lution positions the CFO as both a steward of organizational culture and a future CEO,equipped with a broad skill set that combines financial acumen with strategic foresight and leadership.Vision of CFO in 2030:Vision of the CFO in 2030The CFOs role is evolving into a strategic leadership position e

13、mphasizing:Integration across business functions-Finance Business PartnerDriving value creation and innovation using advanced analytics and real-time insights.Revolutionized transactional tasks through automation,focusing on decision support,culture building,and talent development.Empathetic leaders

14、hip navigating uncertainty and championing technology,AI,and cybersecurity.Preparing for potential future CEO roles,combining financial expertise with strategic foresight.“The data suggests were right on the cusp of broad adoption of Gen AI,”said Tom Hood,the associations EVP for business engagement

15、 and growth.“Were rapidly moving from the contemplation to experimentation phase.This technology has seen faster take-up rates than other adoption cycles,so we expect implementation to move quickly as well.”By Sheryl EstradaSenior WriterSource:AICPA 4thQtr Economic Outlook SurveyThank you 2018 Assoc

16、iation of International Certified Professional Accountants.All rights reserved.Thank you 2019 Association of International Certified Professional Accountants.All rights reserved.This presentations images are subject to copyright protection and used under license from third parties.Do not use images

17、from this presentation in other presentations or documents without first consulting with Legal.The use of copyrighted images outside the licensed scope constitutes copyright infringement and subjects the user to monetary damages and other penalties.Thank you 2021 Association of International Certifi

18、ed Professional Accountants.All rights reserved.This presentations images are subject to copyright protection and used under license from third parties.Do not use images from this presentation in other presentations or documents without first consulting with Legal.The use of copyrighted images outside the licensed scope constitutes copyright infringement and subjects the user to monetary damages and other penalties.