欢迎 - 迄今为止的道路.pdf

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