Agenda

San Antonio Chapter's TSBPA CPE Provider Number is 0000545

THURSDAY, September 30th

5:00 PM - 9:00 PM

Registration / Check-In

FRIDAY, October 1st

7:30 AM - 8:10 AM

Registration / Check-In
  Breakfast  

Transition / Break
Move to Fredericksburg Ballroom for Friday Welcome

8:10 AM - 8:20 AM

 Fredericksburg Ballroom 

8:20 AM - 8:30 AM

Welcome Announcements
President of the San Antonio Chapter of the IMA

8:30 AM - 9:20 AM
 1.0 CPE  

#1 - Recent Results & Direction of IMA
& Management Accounting and Finance Professions

Jeff Thomson, President and CEO of IMA

Transition / Break
 

9:20 AM - 9:30 AM

9:30 AM - 10:45 AM
 1.5 CPE  

#2 - Socionomics
Dr. Dennis Elam, PhD, CPA

Transition / Break
 

10:45 AM - 10:55 AM

10:55 AM - 11:45 AM
 1.0 CPE  

#3 - Future Trends in Accounting & Finance
Blake Oliver, CPA

11:45 AM - 12:45 PM

12:35 PM - 12:45 PM

  Lunch  
Introduction of Sponsors & Announcement of Breakout Rooms

 Fredericksburg Ballroom 

Splits into 3 separate rooms with different topics for attendees to choose

1:00 PM - 1:50 PM
 
1.0 CPE  

#4A

Job Market Realities in 2021

#4B

#4C

Electronic Record Storage

Ransomware: How to
Reduce the Risk and
Survive the Attack

Transition / Break
 

1:50 PM - 2:00 PM

2:00 PM - 2:50 PM
 
1.0 CPE  

#5A

Becker's Exam Structure & Tips for the CMA Exam 

How to Crack the CMA Exam  - Tips and Strategies by Becker

Are you feeling stressed over the upcoming CMA exam? We're here to help! Becker's Senior National Instructor, Michael Brown, CMA CPA, will walk you through the CMA Exam Course Specification Outline and share with you important tips and strategies to best prepare for the exam.

#5B

Faster Horses, or More Horsepower?

#5C

Were We Good, or Just Lucky? 

Transition / Break -  coffee, cookies, sodas 
 

2:50 PM - 3:00 PM

Faster Horses, or More Horsepower? 

Henry Ford said, “If I had asked people what they wanted, they would have said faster horses.”  As leaders, it is important to include our teams in the decision-making process, but ultimately, it’s incumbent on us to set the right direction from a strategy perspective beyond the tools and processes that are known or that are familiar to us today.  Join us to hear from thought leaders and finance transformation experts at Vaco on how to actively lead your organization on your transformation journey and develop a strategy and roadmap to deliver more horsepower to your organization.

Were We Good, or Just Lucky? 

How the City of Fair Oaks Ranch, Texas leveraged its governance, risk & controls (GRC) framework to weather the 2021 winter storm event.

3:00 PM - 3:50 PM
 
1.0 CPE  

#6A

Resume & Interview Strategies

#6B

Data Driven: 360 Degree View of your Customer, The Journey, and their experience

#6C

CyberSecurity from a Non-Tech Perspective

Transition / Break
 

3:50 PM - 4:00 PM

4:00 PM - 5:15 PM
 
1.5 CPE  

#7A

How to Strengthen Your Relationship with Your Bank

#7B

Intermediate Excel Tips & Tricks

#7C

Atomic Habits and then some!

5:15 PM - 6:30 PM

HAPPY HOUR!
Networking and Cash Bar

SATURDAY, October 2nd

7:30 AM - 8:00 AM

Registration / Check-In
  Breakfast  

Transition / Break
Move to Fredericksburg Ballroom for Saturday Welcome

8:00 AM - 8:10 AM

 Fredericksburg Ballroom 

8:10 AM - 8:20 AM

Welcome Announcements
President of the San Antonio Chapter of the IMA

8:20 AM - 9:10 AM
 1.0 CPE  

#8 - SERVICE: The Key to Financial Leadership
Bud Kulesza, CMA, CFM, Man of Many Hats

Transition / Break
 

9:10 AM - 9:20 AM

9:20 AM - 10:10 AM
 1.0 CPE  

#9 - Protecting Your Business in 2021
 

Transition / Break
 

10:10 AM - 10:20 AM

10:20 AM - 12:00 PM
2.0 CPE  

#10 - Project Management & Risk Management in Climbing Mt Everest
Alan Mallory

12:00 PM - 12:10 PM

Closing Comments
President of the San Antonio Chapter of the IMA