May Financial Management Network

When:  May 12, 2018 from 9:00 AM to 1:00 PM (PT)
You are invited to attend a continuing education (CPE) event for accounting and finance professionals.  The program allows you to earn four hours (4.0) of CPE credit, keep up-to-date on accounting and finance issues and network with other professionals.

Bottom Line: Does Your Enterprise Have an Ethical Culture?
Field of Study: Behavioral Ethic
All groups (and just about every leader) want to be regarded as ethical. But having a strong integrity program will not, by itself, ensure ethical behavior in organizations. Dr. Patricia Harned, CEO of Ethics & Compliance Initiative (ECI), explains how it is possible, even in a geographically and ethnically diverse workplace, to establish and sustain an ethical organizational culture. She focuses on specific challenges to the accounting profession as well as those posed by the #MeToo movement.

An End to Silos = BPM + ERM
Field of Study: Auditing
Top executives are always looking to create new value for the business by pursuing marketplace opportunities. As a result, it is often necessary for financial managers to focus their energies on risk management and on preserving the value of the enterprise. Gerry Gaffney, a management consultant specializing in both ERM and business process management initiatives, reminds us that you cannot manage risk without fully understanding your organization's exposure as well as its tolerance.

Tax Withholding and Information Reporting: Your Latest Challenge
Field of Study: Taxes
Tax compliance issues are of great importance to financial managers, particularly as those issues receive an unprecedented degree of public attention. According to Cyrus Daftary and Danielle Nishida of KPMG LLP, the combination of the Foreign Account Tax Compliance Act (U.S.) and the Common Reporting Standard (OECD) presents a major hurdle for those business and banking entities that want, and need, to comply with the increasingly complex demands for global tax withholding and information reporting.

Sustainability Reporting Becomes the "New Normal"
Field of Study: Accounting
Capital market stakeholders are becoming more vocal about how valuable it is when enterprises provide them with sustainability information on the environmental, social, and governance issues that have an impact on their organizations. Tim Mohin, CEO of Global Reporting Initiative (GRI), observes that there is also more widespread acceptance of, and demand for, this data on issues from climate change to diversity in the boardroom and the C-suite.


Keller Williams Training Center
5994 W. Las Positas Blvd. Suite 111
Pleasanton, CA 94588


Tricia Scalzo
(925) 400-3199