2021 Women’s Summit – Moving Forward

Description

Join us for the webcast
In-person registration is now closed.

The annual COCPA Women’s Summit provides practical strategies for women to enhance their personal and professional development. With so many successful, professional women in one place, attendees easily connect, engage, and gain new perspectives. Networking opportunities are offered throughout the day, which you don’t want to miss.

Your conference registration includes lunch at our annual Women to Watch Awards.

Congratulations to the following 2021 Women to Watch award recipients:
Emerging Leader:
Sarah Flischel, CPA, Kundinger, Corder & Engle, PC
Allyson Lindsey, CPA, Bright!Tax
Alexandria Romero, CPA, Pueblo City-County Library District
Leader of Note:
Lisa Hackard, CPA, KPMG LLP
Sebrina Ivey, CPA, GHP Investment Advisors, Inc.
Tammy Rivera, CPA, BKD CPAs & Advisors

Learning Objectives

Coming Soon!

Provider
Colorado Society of CPAs
Course Level
Update
CPE Field of Study
Personal Development
3
Personnel/Human Resources
1.5
Finance
1
Economics
1
Specialized Knowledge
1.5
Who Should Attend

Women interested in personal and professional development

Instructor(s)
Various
Prerequisites

None

Advanced Preparation

None

Location
 
Hilton Denver Inverness
200 Inverness Dr W
Englewood, CO 80112 US
View in Google Maps
Sponsors
Event Information
When
Aug 27, 2021
8:30 am - 5:30 pm MDT
Location
Hilton Denver Inverness
200 Inverness Dr W
Englewood, CO 80112 US
Total CPE Credits
8
Format
In-Person + Webcast Live

Agenda

Day 1

08/27/2021
8:30 am
Jumpstart Life After COVID
Tammy Gustafson, LPC

Learning Objective:
The COVID-19 pandemic required unrelenting flexibility, exhausting levels of pivoting, new opportunities, gains, losses, and incredible demands on mental and emotional energy. Many now find themselves on a path far from where they started. This session is both a learning event and a dedicated time of guided reflection, inviting participants to pause, evaluate life, and make intentional, purpose-driven decisions for the future.

Major Topics:
Reflecting on the struggles and victories during COVID
Reconnecting with who you are and what you want out of life
Recommitting to engaging life in meaningful, purpose-driven ways

9:50 am
Our Life's Journey with Confidence - Learning to Enjoy the Ride!
Stacy Kuxhausen

Learning Objective:
How to calm our inner critic and gain the skills to feel confident about our next big adventure (or small step along the way)

Major Topics:
Why We Self Sabotage and How to Calm the Inner Critic
The Mountain of Confidence
Building our Own Super Power

10:40 am
Break
10:50 am
Financial Wellness: A Work in Progress
Paula Hendrickson and Laura Barry, CFP®,CeFT®,CLTC®

Learning Objective:
Financial wellness is a journey, not a static state.  Help your clients assess where they are and how to move forward. Learn to use tools and techniques for unique life-stage challenges during this interactive session

Major Topics:
Start with Why –  Overview, Self Assessment and Survey
Client Case Studies and Tips – Challenges and Strategies
Takeaways, Techniques and Tools to help your clients move forward

11:40 am
Women to Watch Awards Luncheon
1:00 pm
PANEL: The Changing Face of the Accounting Industry: Where are We Heading
Julie Holunga, MBA, CPCC, ACC, Lorrie Ray, and Kelly Kozeliski
1:40 pm
PANEL: The Workforce Post-COVID: Re-entry and Defining Your Role
Julie Holunga, MBA, CPCC, ACC, Denise Liebetrau, Chris Orzechowski, ICF ACC, and Angela Roberts, CPA
2:20 pm
Handling Difficult Conversations with Ease and Confidence
Julie Holunga, MBA, CPCC, ACC
Learn strategies to:
Have difficult conversations effectively, ask for what you want, and handle objections
Be aware of missteps
Communicate tough decisions
2:55 pm
Current Economic Trends 2021

Supply Chain Risk Management| Key to Building a Resilient Supply Chain
Jessica Harris, Vice Preside of Supply Chain Optimization, RGP
Learning Objectives:
Global supply chain trends
The role of Supply Chain Risk Management in building supply chain resiliency
Key elements of a Supply Chain Risk Management Program

SPACs: The Rise and Potential Return to Earth | How to Prepare
Vicky Fang, Vice President, Head of Transaction Advisory Services, RGP
After riding high for months, SPACs appear to be coming back to earth, with fewer listings and greater legislative scrutiny. Long-term, they remain great investments, but success requires a renewed attention to detail. This 3-step stress test can help determine whether you’re ready for life as a publicly held company. 3 steps stress test:
What are SPACs
Why did SPACs rise in popularity and what is the long-term outlook
3-Step Stress Test to determine readiness to go public

Time will be left for Q&A following the presentations. If you have questions for these presenters prior to the program, please send them to tiffany@cocpa.org.

3:50 pm
Pink Collar Crime
Kelly Paxton, CFE, PI

Learning Objective:
Embezzlement is the crime that every business owner, government agency, PTA, and youth sports league worries about. Protecting assets is a top priority. The loss of money is devastating. However, what is worse is the loss of time which is unrecoverable and the loss of trust which takes the biggest toll. When embezzlement happens it is often committed by a long-term, trusted employee. They have worked side by side with you for potentially years or even decades. Often, they are part of the family. These embezzlers live amongst us. This crime is the relatable crime because most everyone knows some business or person who has been affected by embezzlement.

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2021 Women’s Summit – Moving Forward


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