Explorers 2020

 Program Description and Outline

October 8 & 9, 2020

*Attendees seeking NASBA credit must participate in at least 3 of the 4 elements of engagement that will be presented per CPE hour.  All sessions are Group Internet Based Delivery.  Breaks will be provided throughout the day approximately every 50 minutes.

Day 1

-Session 1

Foresight & Futurethink: Making Intelligent Predictions

(Interview-style session and panel discussion)

Dr. Amy Zalman

October 8, 2020 10:30 AM-12:15 PM Eastern

Join us for this compelling exploration of ways we can gain foresight into our own future and how to read and understand complex systems.  Learn strategies for spotting and understanding emerging relationships that can impact your work and your life.  This robust discussion will include live audience interaction.

Hours: 2

Field of Study: Specialized Knowledge

Prerequisites: None

Level: Basic

Major subjects:

  • How to develop foresight
  • The benefits and pitfalls of prediction
  • Identifying and defining “business-intelligence”

Learning objectives:

  • Identify two or more strategies used to spot emerging issues
  • Identify two or more benefits and pitfalls of prediction-making
  • Identify three characteristics of complex systems

Ethics and Equity: Uncomfortable Conversations and Inconvenient Truths (Interview-style session and panel discussion)

Maya Rockeymoore Cummings, Ph.D., Ozo Nnamadim and Rashmi Airan

October 8, 2020 12:25-2:10 PM Eastern

This session will challenge us to explore deeper ethical questions related to diversity, equity and inclusion, and matters currently impacting everyone in the audience.  Hear perspectives from different speakers that have varied backgrounds and experiences on inclusion and equity and ways that organizations can examine their culture and address needed change.

Hours: 2 (*also qualifies for Ohio PSR ethics credit)

Field of Study: Behavioral Ethics

Prerequisites: None

Level: Basic

Major subjects:

  • New research in the field of diversity and inclusion
  • Equity and corporate culture
  • Change management in the area of diversity and inclusion
  • Organizational psychology and diversity in teams

Learning objectives:

  • Define equity and its role in corporate culture
  • Identify steps that leaders can take to achieve a diverse culture
  • Identify methods to build a more inclusive culture

-End Session 1-


**40-minute lunch break from 2:10-2:50 PM Eastern


-Session 2-

The Intersection of Technology and Wellness

(Interview-style session and panel discussion)

Amy Vetter

October 8, 2020 2:50 PM -4:35 PM Eastern

A timely discussion about the new ways we are interacting with technology, current challenges in the workplace, and how to employ mindfulness to be more present and effective in our work and lives. Hear how to unlearn past routines, embrace technology in healthy ways, and learn how to take advantage of some of the latest developments that focus on connecting people in business and improving company culture.

Hours: 2

Field of Study: Personal Development

Prerequisites: None

Level: Basic

Major subjects:

  • Unlearning past routines, embracing technology and learning how to take advantage of some of the latest developments that focus on connecting people in business and improving company culture
  • Self-discovery and mindfulness techniques
  • Integrate mindfulness into how you work yourself and with your teams
  • Develop healthy technology practices for better human connections

Learning objectives:

  • Identify two or more methods of changing habits and replacing routines
  • Identify two or more methods of integrating mindfulness into your work
  • Identify two or more practices for using technology that benefits human connection

Leveraging Change and Inspiring Innovation

(Interview-style session and panel discussion)

Nick Tasler

October 8, 2020 4:45 PM -6:30 PM Eastern

Successful adaptation to change and adversity is the rule of human existence, not the exception.  It is the one thing each and every one of us has been doing, literally, since the day we squirmed out of our mother’s womb. Never before has this truth been more relevant. Never before has this message been more essential. This session will deliver practical tools and decision-making guidance so you will be ready to cut through the chaos with a laser-like focus on organizational objectives, team priorities, and personal growth opportunities.

Hours: 2

Field of Study: Personal Development

Prerequisites: None

Level: Basic

Major subjects:

  • How to develop creativity and resilience
  • Decision-making guidance for growth and adaptability
  • Inspiring innovation in your team

Learning objectives:

  • Identify 5 decision-making characteristics that accelerate growth and innovation
  • Identify at least two approaches for recognizing hidden opportunities
  • Identify effective methods for setting priorities

-End Session 2-

End of Day 1


Day 2

-Session 3-

The Future is Now!

Kimberly Ellison-Taylor

October 9, 2020 10:30 AM – 11:20 AM Eastern

The accelerating pace of change is affecting all facets of an organization. From business model disruption to heightened customer expectations and transformational process changes, technology-powered innovation relies on an energized and empowered team. As a result, the role of innovator and disruptor not only falls on the organization’s leader, but also on every individual member of the team. We each have a role to play in analyzing data, developing digital strategies, and unleashing greater value for clients and business partners.

Hours: 1

Field of Study: Business Management and Organization

Prerequisites: None

Level: Basic

Major subjects:

  • Future of work
  • Business model disruption
  • Customer expectations
  • Change initiatives
  • Transformational process changes

Learning objectives:

  • Recognize the changing expectations of clients and business partners for tech powered solutions and services
  • Define the Future of Work and characteristics of Digital Organizations
  • Discover Emerging Technologies and how they enable and align with growth and strategic initiatives of the organization

Blazing a Digital Trail: Making Friends with Robots 

(Interview-style session and panel discussion)

Jody Padar and Byron Patrick

October 9, 2020 11:25 AM – 1:15 PM Eastern

Adopting new technology can be a challenge, but this session will help us gain a clearer understanding of ways we can interact with artificial intelligence and use automation to work more effectively, allowing us to perform higher-value functions.  The session will include demonstrations of new technologies and live, audience interaction.

Hours: 2

Field of Study: Information Technology

Prerequisites: None

Level: Basic

Major subjects:

  • Emerging technologies
  • Spotting opportunities to use automation
  • Resources to learn more about specific technologies

Learning objectives:

  • Identify at least two ways to spot automation opportunities
  • Identify at least three automations that can be employed immediately
  • Identify at least two emerging technologies

Leadership During Challenging Times and Unexpected Change

(Interview style session)

Tammy Daugherty

October 9, 2020 1:20 PM – 2:10 PM Eastern

Challenging times call for skilled leaders who have the ability to navigate their team through unexpected and undesired change.  The good news is that these crucial leadership skills can be learned.  During this talk you will learn the characteristics and strategies that make for effective leadership during challenging times and the best methods of deployment that inspire team members and support team resilience.

Hours: 1

Field of Study: Personal Development

Level: Basic

Prerequisites: None

Major subjects:

  • Reestablishing stability during times of uncertainty
  • How to spot opportunities during challenging times
  • What resilience really means and how to achieve it

Learning objectives:

  • Identify 3 strategies for dealing with unexpected change
  • Identify 2 leadership approaches that inspire team members during uncertain times
  • Identify at least 2 methods of building resilience in your team

-End Session 3-


**40-minute lunch break from 2:10-2:50 PM Eastern


-Session 4-

Fraud Recon: A New Look at Fraud, Data Analytics and Behavioral Analysis

(Interview-style session)

John Hall and Toby Groves

October 9, 2020 2:50 PM – 3:40 PM Eastern

In this program we’ll address how to replace outdated theories on fraud, and what we should be using instead.  We’ll tackle advanced methods of detection and deterrence in a new world of exposure to fraud risk.  Learn three steps of handing fraud exposure, and what to do (and not do!) once wrongdoing is suspected or found. Our emphasis will be on steps leaders, managers and auditors can and should take every day – regardless of industry, organization culture, years of experience, or leadership style.

Hours: 1

Field of Study: Auditing

Prerequisites: At least 2 years of education or experience in auditing, accounting or governance and at least some exposure to and knowledge of fraud related terminology.

Level: Intermediate

Major subjects:

  • Replacing outdated theories and tools of fraud detection and deterrence
  • Steps for handling suspected fraud
  • Everyday actions that can be taken to detect and deter fraud
  • Data and behavioral analysis in fraud detection and deterrence

Learning objectives:

  • Identify three steps for handling fraud risk
  • Identify at least one outdated theory related to fraud and what we should use instead
  • Identify at least one data analysis tool and one behavioral tool for fraud detection

Person of Interest: How to Read Body Language (Including Virtual)

(Interview style session)

Jan Hargrave

It’s a scientific fact that a person’s body gestures give away his true intentions.  Over ninety percent of all face-to-face or face-to-computer conversations derive from nonverbal clues. The body’s silent messages reveal much more information than the spoken word does.  As the nation’s leading behavioral authority, Jan provides you with the nonverbal behaviors/practices that help you understand and interpret body language, including deception, whether in person or virtual.

Hours: 1

October 9, 2020 3:45 PM – 4:35 PM Eastern

Field of Study: Auditing

Prerequisites: None

Level: Basic

Major subjects:

  • Detect liars:  read the “micro-expressions” of deception during virtual conversations
  • Understand the facial expressions of emotion (interest, curiosity, attention) through “reading” facial expressions
  • Interpret body language and what it may mean in a given context

Learning objectives:

  • Identify three silent cues of deception
  • Identify at least three facial expressions of emotion
  • Identify at least two methods of interpreting meaning related to body language

Fraud Recon: A New Look at Fraud, Data Analytics and Behavioral Analysis (continued) (Interview-style session and panel discussion)

Steve Biskie, John Hall and Toby Groves

October 9, 2020 4:45 PM – 6:30 PM Eastern

In this program we’ll address how to replace outdated theories on fraud, and what we should be using instead.  We’ll tackle advanced methods of detection and deterrence in a new world of exposure to fraud risk.  Learn three steps of handing fraud exposure, and what to do (and not do!) once wrongdoing is suspected or found. Our emphasis will be on steps leaders, managers and auditors can and should take every day – regardless of industry, organization culture, years of experience, or leadership style.

Hours: 2

Field of Study: Auditing

Prerequisites: At least 2 years of education or experience in auditing, accounting or governance and at least some exposure to and knowledge of fraud related terminology.

Level: Intermediate

Major subjects:

  • Replacing outdated theories and tools of fraud detection and deterrence
  • Steps for handling suspected fraud
  • Everyday actions that can be taken to detect and deter fraud
  • Data and behavioral analysis in fraud detection and deterrence

Learning objectives:

  • Identify three steps for handling fraud risk
  • Identify at least one outdated theory related to fraud and what we should use instead
  • Identify at least one data analysis tool and one behavioral tool for fraud detection

-End Session 4-

End of Day 2


*Speakers and Speaker times are subject to change