Live Future Ready

VIRTUAL Spring Learning Lab

May 14th and May 19th, 2020

 
If you haven't registered to attend and would like to attend the 5/19/2020 Day 2 Sessions, please email Robin Baumgartner at robin@theplayergroup.com to do so/provide your contact information via reply email and you will receive the revised zoom meeting connection information.  If you are already registered to attend you will have already been sent an email with the revised zoom meeting connection information.  Please check your email inbox (as well as junk/spam/trash folders as well) for this email.  You may also email Robin Baumgartner at robin@theplayergroup.com with any questions or concerns. 

   AGENDA (including links to presentation and materials info) 

May 14, 2020 - Day One: Finance Transformation 

All times are noted in Eastern time

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12:00 PM (EDT)      1. How to Create an Accounting Innovation Strategy -Donny Shimamoto  

1.1 Modernizing Accounting Services Architecting Your Strategy here

1.1 IntraArchModel Worksheet 1 here

1.2 Intraprise Blueprint Worksheet 2 here

1.3 White Paper here

                                   

 10 min stretch break


1:00 PM                    2. Developing Operational Excellence Through Lean Accounting  -Mike De Luca

2. 2020 Sp Learning Lab Lean Accounting DeLuca here

2.1 Worksheet DeLuca 2020 Spring Learning Lab here

2.2 Reference Handouts DeLuca 2020 Spring Learning Lab here

            40 min lunch or walk break

2:30 PM                   3. Transforming Your Finance Operation (Even if Your Corporate Culture is Static)  -Steve Player

3. Transforming Your Finance Operation Even If Your Corporation Culture is Static here

3.1 Worksheet Transforming Your Finance Operation here

                                4a. Automation, Integration, and RPA: Understanding your Transformation Options  -Donny Shimamoto

4. How to Create an Accounting Innovation Strategy here

                                     10 min stretch break

3:30 PM                   4b. Exercise of Automation, Integration, and RPA​ -Donny Shimamoto

4. How to Create an Accounting Innovation Strategy here

                                5. The Role of Trust in Finance Information (speeding up or slowing down)  -Steve Player

5. The Role of Trust in Finance Transformation here

4:20 PM                   End of Day 1  -Wrap Up

May 19, 2020  - Day Two: Pivoting into the New Reality

12:00 PM (EDT)       6. Operating When the Budget is Out the Window; What Must we Do first?    -Mike De Luca & Steve Player

6. Operating When the Budget is Out the Window; What Must we Do first? here

                                   

                                    10 min stretch break

1:00 PM                   7.  Revamping your Cost Structure Profile to Work in a COVID-19 World.  -Steve Player & Nancy Michaels

 7.  Revamping your Cost Structure Profile to Work in a COVID-19 World here

                                     40 min lunch or walk break

2:30 PM                  8. Scenario Planning   -Steve Player (25 mins)

8. Scenario Planning here

                     

                              9. PART 1: How Can you Forecast in a Completely Changing World?  -Mike De Luca & Steve Player  (25 mins)

9. How can You Forecast in a Completely Changing World? (Parts 1 & 2) here

9.1 Worksheet - Scenario Planning here
9.2 Worksheet - Plays You Need here

                             

                                     10 min stretch break

3:30 PM                  9. PART 2: How Can you Forecast in a Completely Changing World?  -Mike De Luca & Steve Player  (25mins)

                              10. Examples of Scenario Cases - Donny Shimamoto 
10. Examples of Scenario Cases, Intro here

10.1 Worksheet - Drivers Spreadsheet here

4:20 PM                  Wrap-up/End Day 2             

                                   

 

14681 Midway Road, Suite 200, Addison, Texas 75001

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