For details and registration, visit the website: IMA Women's Leadership Summit
IMA Women’s Leadership Summit
University of San Diego
Thursday April 25, 2024
Agenda:
9:30 a.m. – 10:00 a.m.
Registration and Check In
10:00 a.m. – 10:10 a.m.
Welcome and Introductions
Sandra Richtermeyer, Ph.D., CMA, Executive Vice Chancellor and Provost, Rutgers University – Camden
10:10 a.m. – 11:00 a.m.
Redefining Successful Leadership
Ronda Carnegie, Chief Innovation Officer, The Female Quotient; Cofounder, Connected Women Leaders
Mike DePrisco, President and CEO, IMA
The role of leadership is evolving. What was once about objective strategic planning and organizational
operations has transformed into a more subjective role requiring greater humanity and emotional
intelligence. Leaders need to be able to connect with their team members on a human level to build
trust and create a supportive environment where everyone can thrive. In this fireside chat, Ronda
Carnegie and Mike DePrisco will discuss the essential skills needed by today’s leaders for their
organizations to thrive.
After the session, attendees will be able to:
1. Recognize the need to redefine the leadership mindset.
2. Discuss the importance of emotional intelligence.
3. Identify essential skills that today’s leaders need to help their organizations thrive.
11:00 a.m. – 11:50 a.m.
Coaching Skills That Unleash Leadership Potential
Amber Setter, PCC, CPA (inactive), Chief Enlightenment Officer, Conscious Public Accountants
Coaching is a term used broadly yet it is often misunderstood. It isn’t mentoring, therapy, or consulting.
So, what is it? And how can you use these skills to help you and your team thrive? In this session, Amber
Setter will teach the most powerful competencies professional coaches use to unleash potential. You
will have a chance to practice these skills and leave the session empowered to maximize your personal
and professional potential.
After the session, attendees will be able to:
1. Understand the value and benefits of professional coaching.
2. Review relevant coaching competencies that increase leadership effectiveness.
3. Give examples of situations in which to use coaching skills.
11:50 a.m. – 12:45 p.m.
Lunch Break
12:45 p.m. – 1:35 p.m.
Let’s Talk: Candor and Tact in Crucial Conversations
Nora Abdoun, Ph.D., Organizational Psychologist, New Modus, LLC
“Let’s talk.” How many times has this phrase sent you (or others) on a road of rumination? It doesn’t
have to be this way! Join Nora Abdoun in discussing how we can approach crucial conversation with
candor and tact in a way that preserves what we care about most: relationships. The session will cover
how trust, habits, and systems all play a role in enabling individuals, teams, and organizations in building
a culture of feedback, especially when it matters most. Bring your most crucial conversation examples
with you and we’ll talk about it.
After the session, attendees will be able to:
1. Identify how to use candor in conversation to help deepen relationships.
2. Explain how to build a healthy culture through communication.
3. Give examples of situations for critical conversations.
1:35 p.m. – 2:25 p.m.
Navigating Finance Transformation
Jill Broadfoot, Chief Financial Officer, aTyr
Finance transformation is a dynamic process that remains a priority within organizations to improve
transparency, reduce costs, and provide standardization. However, there is no “one-size-fits-all”
approach as each business has its own unique goals and infrastructure. Adding to the complexity is the
continuous development of new technologies. CFOs need to examine their strategies to add value to the
organization and to adapt to the changing digital landscape. Hear from Jill Broadfoot on how she has
navigated these tricky waters to date—she will challenge you to share your stories as well!
After the session, attendees will be able to:
1. Explain the value of finance transformation.
2. Understand the changing dynamics to the finance function due to technology innovations.
3. Discuss the importance of developing strategies that fit your business structure.
2:25 p.m. – 2:45 p.m.
Break
2:45 p.m. – 3:35 p.m.
Tone at the Top: Fraud and Leadership
Suzan Dennis, CPA, Managing Partner, Dennis & Dennis, LLP
The tone at the top defines the foundation of a good company. It’s also a hallmark of a company with
fraud. What are the red flags? What difference can a CFO make? The recent focus on social
responsibility impacts accounting. Meanwhile, investors and employees are reshaping business
practices. This session will review fraud case studies that examine corporate culture, the impact of
executive personnel, and how to master risk mitigation for organizations of all sizes.
After the session, attendees will be able to:
1. Identify how to spot fraud red flags.
2. Understand how corporate culture can make a difference in mitigating fraud within an organization.
3. Discuss the importance of accounting controls and business practices.
3:35 p.m. – 3:45 p.m.
Final Thoughts/Closing Remarks
Sandra Richtermeyer, Ph.D., CMA, Executive Vice Chancellor and Provost, Rutgers University – Camden
3:45 p.m. – 5:00 p.m.
Networking and Cocktail Reception