Outlook – Manage Your Email with Maximum Efficiency

John H. Higgins, CPA.CITP, CPA Crossings, LLC
Bryan L. Smith, CPA.CITP, CISA, CPA Crossings, LLC

Are you finding it more and more difficult to manage the volume of your email messages? Do you worry about missing the follow-up on important emails? Do you feel like you waste a lot of time dealing with unimportant or unwanted emails?

If you answered yes to any of these questions, this session is well worth your investment. We will review Outlook features to manage your inbound and outbound email, saving yourself at least an hour of time each week.

Financial Analysis: EVA and the Altman-Z Score

John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
John F. Levy, MBA, CPA, Board Advisory
Don Minges, MBA, The Numbers Guy CFO, LLC

Do you want to brush up your financial analysis skills? This session focuses on two sophisticated analysis tools – EVA and the Altman-Z Score. EVA is the most accepted financial metric used by boards to evaluate the CEO and management team. Companies commonly use the Altman-Z Score to evaluate credit risk. Understand why these metrics might belong in your analytical toolbox.

Staff Retention: Attract and Keep the Best People

John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.

Does it seem like you spend far too much time recruiting? Do your people leave just as they become productive? If you think your turnover is because Millennials are different from earlier generations, you probably are not looking at the real source of your problem. Learn the changes you should make now!

Debt or Equity – Which Will Your Organization Need Next?

Don Minges, MBA, The Numbers Guy CFO, LLC

Your organization needs capital and there are numerous financing alternatives. How do you choose whether to raise debt or equity? What are the key considerations and the advantages of each?
This session will provide real examples and detail the process to decide between debt and equity. Why would one be a better choice today and the other be a better choice tomorrow? If you want to enhance your corporate finance skills, this session is for you.

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.

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. 

Roadmap to Excel’s Data Analysis and PowerBI Strategy

John H. Higgins, CPA.CITP, CPA Crossings, LLC
Bryan L. Smith, CPA.CITP, CISA, CPA Crossings, LLC

We are entering an era where CPAs are expected to have data analytics and business intelligence skills. Why is this happening? What can you do to prepare yourself? We will explain data analytics and business intelligence from the perspective of a CPA, both in public and private practice. We will provide a clear and concise review of Microsoft’s new Excel and Power BI tools that are built on the Excel platform and provide a roadmap for the most cost-effective way for you to develop these skills.

PowerPoint Fundamentals – Create Engaging Presentations

John H. Higgins, CPA.CITP, CPA Crossings, LLC
Bryan L. Smith, CPA.CITP, CISA, CPA Crossings, LLC

In this course you will learn how to create presentations that look professional and clearly deliver your message to your audience. You’ll benefit from a step-by-step guide for building a presentation, including understanding the PowerPoint interface. We will also dive into topics such as using themes and layouts; adding graphics, photos and other objects to engage the viewer; and tips & tricks for delivering your PowerPoint presentation.

Open Book Management: Making it Work in the Real World

John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.

Some organizations create extraordinary success by broadly sharing financial information with team members at all levels. Others have tried and failed. This session discusses how real-world organizations have transformed their cultures using open book management. You will gain insight into what works and what does not, learning how giving team members a stake in the action can motivate everyone to create company performance far beyond anyone’s expectations.

Corporate Finance Check-up: Renovate Your Analytical Toolbox

William F. O’Brien, MBA, CPA, Executive Education, Inc.

Understanding corporate finance is a skill that separates those who will become Chief Financial Officers from those who will always remain accountants. This session provides a refresher on corporate finance skills for those who work, or aspire to work, at the CFO level. This session reviews internal financial analysis skills and takes a fresh look at performance measurement techniques. We will also discuss how to use forecasts as a valuation tool and how to build proactive banking relationships.

MS Word: Advanced Features

John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.

Financial professionals are often Excel experts but are unaware of MS Word tools that can save time and make their written communications considerably more professional looking and easier to read. This session covers tools you have probably never used and others you may not be using correctly. Your whole department could use this course!

The Five Dysfunctions of a Team

Don Minges, MBA, The Numbers Guy CFO, LLC

What are the issues and symptoms of poor performing teams? How do we correct the root causes and what can we do to improve performance? This session discusses The Five Dysfunctions of a Team by Patrick Lencioni and will allow you to recognize when a workgroup is not living up to its full potential.

Make Your Information Systems Work for You

John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.

The first few decades of computerized accounting systems failed to result in any accounting costs reductions and many financial professionals had the vague impression that they were working for the computer system rather than the other way around. The last 25 years have yielded great cost savings for companies who use their information systems effectively. However, many organizations are getting far less from their accounting systems than they should. This session will help stimulate your thinking about how to make your accounting system work for you!

Corporate Performance Management for Strategy Execution

Gary Cokins, MBA, CPIM, Analytics-Based Performance Management, LLC

Poor strategy execution frustrates many executives as their organizations struggle with performance improvement, making decisions using intuition in the absence of hard data. Corporate performance management (CPM) seamlessly integrates many techniques including strategy maps and a balanced scorecard. Together they align manager and employee behavior, actions, and priorities using key performance indicators (KPIs) with specific targets to enable accountability.

Teamwork – Create a Cohesive Team

Don Minges, MBA, The Numbers Guy CFO, LLC

Teamwork is the ultimate competitive advantage both because it is so powerful and rare. Why do some teams produce and win, while others fail? What do great team leaders do that make the team a success? Whether you run the executive staff of a multinational company, a small department within a large organization or even if you are a team member in a team that needs improvement, we will share proven techniques to enhance teamwork. It is not complicated to build a team, but it is difficult.

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.

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.

Risk Analysis and Management

William F. O’Brien, MBA, CPA, Executive Education, Inc.

In this turbulent world, risk management responsibility has fallen squarely on financial management’s shoulders. Audit committees and external auditors are asking questions they never asked before. We must prepare to give them answers! Come get insights about Enterprise Risk Management (ERM) and what standards such as the COSO ERM model say every organization must do.

Cases in Corporate Ethics: Real Life Dilemmas

John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.

Anyone who has ever attended a lecture-format ethics session knows there is a better way. This session examines real world ethical dilemmas that others have encountered. Sometimes professionals handle their situations skillfully; sometimes they are left wondering "what happened?" long after the fact. Get prepared before something happens to you. Once you have taken a case-based ethics session, you will never want anyone to listen to someone just read you the rules ever again.

Leaders Eat Last

Don Minges, MBA, The Numbers Guy CFO, LLC

Trust is essential, because without trust, there can be no teamwork. Trust is like oxygen, when it is gone - we suffocate. This session provides a 15-step action plan to gain commitment from your team members, build trust, hold each person accountable and create results for your organization.

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.

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