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CAO Rising: How the Chief Accounting Officer Role is Evolving

Business Management and Organization

CAO RISING: HOW THE CHIEF ACCOUNTING OFFICER ROLE IS EVOLVING

This course is intended for Finance & Accounting directors, controllers, CFOs, partners, and executives in large private industry roles.

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CFO / Controller
CPA - medium firm
CPA - large firm
Other

Course Description

The role of the chief accounting officer is expanding beyond the bounds of accounting operations. CAOs are being entrusted with critical projects and working as strategic partners with the business.

It’s a golden opportunity to take CAO careers to new heights and help the company operate more efficiently—but it will require new management skills and capabilities, particularly in digital systems.

Learning Objectives:

Determine why CAOs are taking on transformational work and partnering with the business

Recall ways to make the accounting function more efficient

Identify the right moves for CAOs now

Ralph Canter

KPMG LLP
Managing Director
rcanter@kpmg.com
(314) 409-5275

Ralph is a managing director in KPMG’s Corporate Services practice with more than 25 years of management advisory and business experience. He has a strong background encompassing strategy, finance transformation, shared services, performance measurement, risk management, business process redesign, operations improvement, cost management, and engineering and technology management.

Karen Schreiber

KPMG LLP
Principal

(312) 953-9516

Karen is a Principal in the Finance Transformation practice with over 25 years of experience helping clients deliver solutions in Advanced Analytics, Strategic, Financial and Operational Planning, Enterprise Performance Management, Finance Organization Design, Process Change Management, Master Data, and Finance Talent Management. She collaborates with many global Fortune 500 companies in the executive office functions, helping them improve their overall performance.

Brian Yeager

KPMG LLP
Managing Director
byeager@kpmg.com
(216) 875-8141

Brian is a managing director in KPMG’s Finance Transformation practice with more than twenty years of diverse industry and consulting experience focused on finance transformation and enterprise performance management. He is experienced in leading large, cross-functional teams and has served in various industries, including diversified industrials, technology, and consumer products. Brian is a leader in the design and execution of large finance transformation initiatives, focusing on improving the speed, accuracy, and efficiency of financial close and FP&A processes. He helps clients integrate disparate finance/accounting functions as a result of M&A activity as well as improve decision-support through enhanced analytic and reporting capabilities.

Michael Shultz

BlackLine
Director Finance Transformation and Product Expert
michael.shultz@blackline.com
(818) 577-4246

Michael Shultz is an accounting and finance leader with over 20 years of experience in auditing (Big 4), consulting, and financial reporting management. As a product expert and BlackLine’s Director of Finance Transformation, Michael guides companies on their path to modern Finance.

To date, he’s traveled to four of the seven continents, speaking about the importance of digital finance transformation for cutting-edge companies. He’s known for delivering powerful presentations that inspire innovative approaches, increased productivity, and an accelerated month-end close.

Michael earned his bachelor’s degree in Accounting from Purdue University and currently serves on Purdue Alumni’s Board of Directors.

When he’s not traveling, Michael enjoys smoking meat in his backyard and adding wine from his travels to his collection

Frequently Asked Questions

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About Our Sponsor

Since being founded in 2001, BlackLine has become a leading provider of cloud software that automates and controls the entire financial close process. Our vision is to modernize the finance and accounting function to enable greater operational effectiveness and agility, and we are committed to delivering innovative solutions and services to empower accounting and finance leaders around the world to achieve Modern Finance.

We believe that this passion and dedication to our customers is why BlackLine’s Finance Controls and Automation platform is trusted by more than 236,800 users in over 150+ countries around the world and why we’ve been named to the Forbes Cloud 100 list and the Inc. 500/5000 list for the ninth year in a row. Headquartered in Los Angeles, California, with offices in Australia, the United Kingdom, Germany, and throughout the United States, our team of professionals and network of partners help transform the way accounting and finance teams work to drive more accurate financials and more effective organizations.