Driver-based Budgeting & Rolling Forecasts for Fast Analysis
Gary Cokins, MBA, CPIM, Analytics-Based Performance Management, LLC
The annual budgeting process is often criticized as a fiscal exercise done by the accountants that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not being volume sensitive, and disconnected from the strategy and needed risk mitigation spending. You can resolve these deficiencies using capacity-sensitive driver-based expense projections. Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The budget can be periodically refreshed to create rolling financial forecasts extending beyond the fiscal year end. Learn how managerial accounting can become managerial economics.
Improving Collaboration Using the Office 365 Teams App
John H. Higgins, CPA.CITP, CPA Crossings, LLC
Bryan L. Smith, CPA.CITP, CISA, CPA Crossings, LLC
In today's digital world, working in teams can be cumbersome. We have hundreds or thousands of files, emails, voice mails, notes and instant messages stored in different places. If you work in different teams, each team may have their own processes to communicate. There MUST be an easier way you can find all team items in one central place.
That is where Microsoft Teams in Office 365 comes to the rescue. Teams are collections of people, content, and tools that center around different projects and jobs within an organization. Teams is a central "Hub" where all things related to the team are maintained. This includes files, chats, notes, tasks, messages, videos and more. In this course, you will learn how to bring together all your team’s conversations, files, and tools in this single workspace.
Blockchain Technology – What Every CFO Should Know
John H. Higgins, CPA.CITP, CPA Crossings, LLC
Bryan L. Smith, CPA.CITP, CISA, CPA Crossings, LLC
One of the most talked about new technologies that has the potential to significantly disrupt the accounting industry is Blockchain. It is getting a lot of attention from many of the thought leaders in the IT industry. This session will provide you with a practical and easy to understand explanation of Blockchain and the potential applications for it in accounting and finance.
Understanding Value from the Customer’s Perspective
John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
When a company has a unique, well-differentiated product, understanding value from the customer's perspective becomes the most important factor in profitable pricing. Yet, many organizations adopt a "value pricing strategy" without having performed the analysis to understand either how much they could get for their products or the minimum acceptable price.
This session discusses four techniques for understanding value.
Emotional Intelligence: The Critical Factor in Executive Success
Don Minges, MBA, Numbers Guy CFO, LLC
Emotional intelligence is an individual’s capacity to understand both their own and other people’s emotions, and to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social success. Every business leader can improve their emotional intelligence, including you. Many businesses utilize EI for promotions and in hiring. This session will discuss the twelve keys to EI and proven tactics to help every aspiring leader “work smart”.
Creating Great Projections and Budgets
John F. Levy, MBA, CPA, Board Advisory
Like going to the dentist or running on a treadmill, we know our organization’s budgeting process is good for us even though most of us dread the process. However, if we truly understand why budgeting is so important, it becomes both easier and less terrifying. This session will examine budgeting pitfalls, ways to avoid budget traps look at ways to improve the budgeting process through better measurement and reporting.
COSO Update: Changing Risk Management Standards
John L. Daly, MBA, CPA, CMA, CPIM, Executive Education Inc.
COSO provides the accounting profession’s definitive risk management standards, which continue to evolve. COSO guidelines provide a strong foundation for assessing and mitigating risk. The latest revisions help organizations design and implement risk management processes, addressing both operational and compliance objectives. Following the guidelines does not guarantee you will never have risks, but it does increase the probability you will anticipate and mitigate risks before they occur. COSO recommends organizations quickly transition their control evaluations, tools and documentation to the latest framework. This session shows you how.
Accounting Reimagined: The Future of Our Profession
John F. Levy, MBA, CPA, Board Advisory
In a world of too much constantly changing information, the challenge for financial professionals is how to provide the right amount of information at the right time and in the right way. How can we create truly innovative finance departments? Learn a few simple steps you can take now to create a 21st century finance department, which will add true value to your company.
Speak So They Listen!
Jeanne M. Ballew, MS, EditProse
As a financial manager of the 21st century, you cannot build working relationships without effective communication! You must be able to translate abstract data into concrete language in order to drive profits and add value. Effective communication of complex ideas is crucial—not only to boards, audit committees and stakeholders—but to line managers, sales people and other team members. Most importantly, you must be able to communicate effectively with your clients and customers, or you risk the very lifeblood of your business. This session provides ideas that will help both your business and career.
Top Ten Business Myths: Avoid these Errors!
Don Minges, MBA, The Numbers Guy CFO, LLC
This session discusses ten of the most problematic myths, mistakes, risks, and hidden landmines inherent in every business. We will learn from the mistakes of others who often paid a steep price so that we can learn valuable lessons. If you are a leader who wants your business to become even more successful, this session is for you.
Resolving Ethical Conflicts
John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
At some point in his or her career, every financial manager will face the choice of doing the right thing or taking the easy way out. Skillful handling of an ethical conflict can make a big difference in your career’s trajectory.
This session discusses:
• Standards and techniques for resolving ethical conflicts
• How to have a conversation about a tough issue and still keep your job
• What to do when talking fails
This session could save your job and your career!
Data Analysis and Management
John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
Studying financial results can tell us what business activities need improvement, but often leaves little insight into how to improve. To improve our organization's bottom line, we must learn ways to increase revenue or decrease cost. This comes from gaining new insights about customers, products and processes. Learn more about how to gather and interpret non-financial data.
Corporate Finance: Valuing a Business
Don Minges, MBA, The Numbers Guy CFO, LLC
William F. O’Brien, MBA, CPA, Executive Education, Inc.
This session discusses various business valuation methods whether for a start-up, spin-off or acquisition at any stage. Many valuation methods exist. Which method is right? Which is the 'best' for a given business? Program content includes crucial topics such as: the absolute single best metric, the Cost of Capital, the capital asset pricing model and Weighted Average Cost of Capital (WACC), Valuation methodologies (income, asset and market approaches), Discounted Cash Flow (DCF) and many more. CPAs and Corporate Financial Managers can’t afford to miss this session.
Achieving Strategic Success: Your Personal P-I-T Crew
William F. O’Brien, MBA, CPA, Executive Education, Inc.
Turning strategic goals into reality is as easy as 1-2-3. Learn about the three tools that can turn aspirations into achievement: Strategic Planning (P-Planning), Performance Based Management (I-Initiation) and Balanced Scorecard Reporting (T-Tracking). Discuss how to use these tools effectively as you race to achieve strategic success. This session will be useful for both financial managers in industry and public practice; the P-I-T Crew can make your department a winning team in either environment. Leave this interactive and entertaining session with the insight for transforming your financial team into your company’s catalyst for strategic success.
Big Data: Modern Data Analysis
John F. Levy, MBA, CPA, Board Advisory
In 1958 if you bought a hammer in a local store you probably paid cash. The owner would know only he sold something and had more cash at days end. Today if you buy a hammer from you probably pay with a credit card and the stores know what kind of hammer you bought, your past purchase history, where you live and have approximations of your age, income and much more information. As accountants, we are still recording essentially the same information as in 1957, when our businesses need all the other “big data” to make the best business decisions. Are you and your company ready to benefit from big data? This session will discuss how to get started.
Getting the Most from Your Information Systems
Are your information systems working for you or are you working for your information systems? Your information systems can make your job go smoothly or make your life miserable. In which world would you rather work?
This session provides insights into selecting, installing and using information systems. Even if new software is not in your future, this session will give you insights into improving your current systems, making them far easier to use.
Introvert Power: Why Quiet Leaders are Successful
Don Minges, MBA, The Numbers Guy CFO, LLC
Leaders were once chosen for their character but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics and entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive and sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset.
Effective Networking: Energize Your Career
John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
Sherre L. DeMao, CGS, SLD Unlimited Biz Growth, Inc.
It is not who you know, but who knows you. You land jobs, win clients, make sales and get promotions based on your visibility within your company, industry and business community. According to several studies, people find 70-75% of all new jobs through networking. Despite knowing we should network, the prospect of talking to others in a room full of total strangers or making new phone contacts may terrify us. This session will help you get the courage to network by preparing you for that phone contact or networking event. We will talk about what to say, how to say it and why you will do your most effective networking when you listen a lot more than you talk. The skills from this session can put you on the path to networking like an expert.
Creating Equity Compensation Plans
Don Minges, MBA, The Numbers Guy CFO, LLC
In today’s business world, there is a talent war and organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward and recruit. Whether your business is large or small, developing an effective equity compensation plan is a challenge. Most companies that implements an equity compensation plan changes it soon afterwards because it did not function as intended, upsetting the most valuable employees, and failing to achieve the intended result. This session will discuss the numerous plan considerations to help you retain the key personnel who will lead your business to continued success.
Devious Ethics: Dealing with Snakes in Suits
John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
Good people believe everyone else is just like them. We cannot imagine someone could con us or our company and have no guilt or remorse. Lack of guilt and empathy are key traits of a psychopath. Experts estimate one out of 25 executives is a psychopath and may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status and sex, leaving a path of shattered expectations, empty wallets, and broken hearts in their wake. Learn how to recognize and deal with others who have no conscience.
The CFO’s Role in Developing Competitive Advantage
John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
Boards are increasingly looking to CFOs to participate in, if not drive, corporate strategy. Most financial professionals can identify a strategy that provides a competitive advantage when they see one, but may not know where to look for it. In this session, veteran CFO John L. Daly will lead you through the strategy development process and show you how to turn your organization's search for competitive advantage into reality.
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