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Fraud, Ethics, and Accountability, and the Role of the CFO by The Jacksonvi...

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The River Club

1 Independent Drive, Suite 3500

Jacksonville, FL 32202

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Fraud, Ethics, and Accountability, and the Role of the CFO
hosted by
The Jacksonville CFO Leadership Council
Tuesday, March 26, 2018
7:15 AM - 7:45 AM Networking | 7:45 AM - 8:00 AM Breakfast | 8:00 AM - 9:15 AM Presentation

Program Description:

Above all else – technical prowess, strategic vision, communications skills – a great CFO possesses a strong set of ethics that governs their decision making.

Each stakeholder within a company, including employees, investors, management, customers, suppliers, and the greater community, relies on the CFO for integrity and transparency. As such, it’s not surprising that CFOs are more likely than others to face ethical dilemmas in the course of executing their responsibilities.

Join us for "Fraud, Ethics, and Accountability, and the Role of the CFO", an interactive session where our expert speaker will dive into three to four real-world case studies of ethical dilemmas for our attendees to consider. Together with your peers, our audience will discuss the ethical quandaries presented, alternatives faced, decisions made, and the final outcome.

Learning Objectives

  • Define business ethics, and apply this definition to business decisions in a thoughtful and pragmatic manner.
  • Appreciate the “gray” ethical areas that are routinely faced by financial executives and the processes they undergo to arrive at their decisions.
  • Understand how financial executives analyze ethical quandaries, and balance the needs of all stakeholders to arrive at a decision that is consistent with ethical standards, law, regulations, accounting and business standards, and community standards.
  • Apply real life lessons to ethical decision you will have to make in leading your organizations.
  • Improve your ability to communicate ethical challenges to your constituents, and inspire their confidence in your ability to represent their interests in a consistent, fair, and ethical manner.



Panelists

Mindy Barker is the Managing Director of Barker Associates. As a CPA, Mindy’s career includes professional experience working for the “Big Four” accounting firms, specializing in private equity and growth companies. She learned early on how to build deliberate forward progress through the development of thoughtful financial strategies and execution. Her broad experiences, trustworthiness, and unique entrepreneurial spirit allows expertise in providing focused recruitment and executive placement of individuals to develop financial strength and leadership to prepare for successful growth. Her love of teaching leadership to small businesses and nonprofit organizations as well as private and entrepreneurial businesses include direction on how to improve performance and increase financial stability is exemplified in her successes.


Dr. James E. (“Jim”) Farah’s professional career spans over the past thirty years, which includes working for United Parcel Service for twenty years. Over his twenty year career at UPS, he held various management and staff positions ranging from operations, marketing and labor manager to being one of UPS’ in-house attorneys.

Jim is a Resource Professor of Management at Jacksonville University and teaches several course topics covering ethics, management and business law. Jim, as an entrepreneur, has started and currently owns several businesses. Jim serves on many committees and advisory boards for various companies and non-profit organizations. Jim is a licensed Florida attorney, a licensed Florida Supreme Court Circuit Court Mediator, and a licensed Real Estate Broker. Jim holds the following degrees: Doctor of Business Administration, Juris Doctor and MBA.


Scott Steadman is the owner of Steadman Valuation & Forensic Accounting, LLC focusing on forensic and fraud investigations, litigation support, and business valuation. He is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers and a Certified Fraud Examiner (CFE) with over 25 years of experience in financial consulting and commercial banking.

Mr. Steadman has testified numerous times at trials, hearings, and depositions and often assists with mediation. He has been named the court-appointed expert for various proceedings and has prepared over 500 business valuations. With experience serving a variety of industries, Mr. Steadman has provided litigation support services including assisting with case management, strategy and the quantification of economic damages resulting from breach of contract and shareholder disputes.

Prior to starting his own practice, Mr. Steadman worked in consulting at public accounting firms for over 20 years, beginning with Price Waterhouse in the mid-1990s.



Click here to learn more about CFO Leadership Council.

Registration

CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program at a one-time cost of $60.

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.



More Information

For more information about this program or The CFO Leadership Council, please contact Jennifer Langley, Southeast Regional Director, at jennifer@cfolc.com.



Cancellation Policy

If you would like to cancel your ticket or request a refund, please contact jennifer@cfolc.com. Refunds are available up to 24 hours prior to the program.



The CFO Leadership Council 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 (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org





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Date and Time

Location

The River Club

1 Independent Drive, Suite 3500

Jacksonville, FL 32202

View Map

Refund Policy

Refunds up to 1 day before event

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