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Business & Industry Focus Forum (4 hours - morning) - 2.5 Tech & 1.5 [NT] - Webcast

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Member Price $175.00

Non-Member Price $230.00

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Overview

To better serve today's busy professionals, we've reimagined our long-standing Business & Industry Conference as the Business & Industry Focus Forum. This new 4-hour virtual format concentrates on the most timely and impactful topics affecting finance, accounting, and business professionals, delivering the insights you need in a more flexible and efficient experience.

Note: This event was originally advertised at 8-hours.

A special thank you to the members of the Business Management & Advisory Serivces Project Committee for developing the 2026 conference.

Highlights

  • When Everyone Depends on You: Leading, Retaining Talent + Performing Without Burnout 
  • A Practical AI Deployment Roadmap for Finance Executives
  • Driving Value Within Your Organization: Skills for Controllers and Finance Professionals

Topics are subject to change.

Designed For

CPAs, CFOs, controllers and other financial managers in industry who wish to update their knowledge and skills.

Objectives

Provide an overview of current issues and developments impacting the private industry arena.

October 19, 2026

General Session

- Welcome and Opening Remarks

This session is available to registrants only.

General Session

- When Everyone Depends on You: Leading, Retaining Talent + Performing Without Burnout

Lauren Baptiste, Acheloa Wellness (New York, 10009)

Lauren Baptiste

Lauren Baptiste is the founder of Acheloa Wellness and creator of TextLauren, an AI executive coach built from more than a decade of her coaching frameworks. Drawing on 13+ years of corporate experience, she helps professionals in accounting, consulting, law, and finance advance their careers, lead more strategically, and prevent burnout without sacrificing their health, relationships, or personal lives. Her work has supported organizations including IBM, TD Securities, EY, the NFL, Warner Music, Estee Lauder, Standard Chartered, and the United Nations, and has been featured in Forbes, CNBC, Thrive Global, Medium, and Authority Magazine.

(9/18/26)

Finance leaders are under pressure from every direction: deliver faster, retain strong talent, support the business, and keep their own workload sustainable. In this session, Lauren Baptiste will unpack why high-performing professionals disengage and what leaders can do to strengthen retention, develop their teams, and protect their own capacity. Participants will leave with practical strategies to lead more effectively without working more.

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- A Practical AI Deployment Roadmap for Finance Executives

Bob Green, SingerLewak LLP (Woodland Hills, 91367)

Bob Green

Bob Green is a highly accomplished CPA, CITP, and CGMA who serves as the Lead Partner for SingerLewak's "SL Business Informatics" advisory practices. Bob is a well-respected professional and founder of a philanthropically focused professional networking group. He also serves in several capacities with philanthropies in the Los Angeles area. Bob is an expert in combining CPA, CFO, consulting, and technologist skills to provide strategic technology advice to CFOs, CIOs, and CEOs of growing businesses. His team guides clients through complex systems initiatives, leveraging their vast business and technology experience to govern and manage the process from beginning to successful completion.

(9/11/26)

Artificial Intelligence is no longer a future concept — but for many executives, the real question remains: What can AI realistically do for my organization right now? This session is designed to cut through the hype and provide a clear roadmap for AI readiness and digital optimization. Attendees will gain insight into the foundational business conditions required to deploy AI effectively through leveraging trusted data and optimized systems. This session is ideal for organizations looking to move forward confidently with AI while avoiding unnecessary risk, cost, and complexity.

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Driving Value Within Your Organization: Skills for Controllers and Finance Professionals

Joselin Martin, True North CFO (Baltimore, 21211)

Joselin Martin

Joselin Martin, CPA, CGMA, CCIFP, is the founder and chief Consulting CFO of True North CFO. She grew up in a family construction and real estate business and knows what it is like to never be able to leave work at the office.  Most recently, she worked for an international construction subcontractor as its Chief Financial Officer, retiring after 20 years.  

Joselin worked for a major accounting firm to get her CPA experience, but even there, she specialized in entrepreneurial businesses. She has continuously worked in private business ever since, with a short break in academia when she was a visiting assistant at the University of South Florida. True North CFO has given her the chance to return teaching, combining her academic and business experience to help other professionals in their lifelong learning journey.

Joselin is committed to all areas of the accounting profession, and her volunteer work includes board participation at the MACPA, AICPA, CGMA, and CCIFP.  She has also moved to the international aspect of accounting as the Deputy Chair of the Professional Accounting Organization Development and Advisory Committee of IFAC.

She is active in the construction industry, serving on CFMA, CFMA Maryland, and ASA Baltimore boards.  Joselin also participates on the CFMA Suicide Prevention Committee to increase the conversation around mental health in the industry.

(9/24/26)

Designed for CFOs, controllers, and finance professionals, this session provides best practices to help participants enhance their impact in driving value within an organization. We’ll explore two key areas; strategic management accounting for decision support and operational efficiency; and optimizing working capital management to manage financial risks.  The knowledge and skills participants gain will help them contribute to the success of their organizations.

This session is available to registrants only.

General Session

- Closing Remarks and Adjournment

This session is available to registrants only.

Non-Member Price $230.00

Member Price $175.00