Build Your Personal Net Worth

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

By the nature of our work and training, financial professionals are more sophisticated than the general population about their own personal finances. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied with the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas that will add to and reinforce what you may already be doing.

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. 

Black Swans: Prepare for the Unexpected

John F. Levy, MBA, CPA, Board Advisory

Did you ever hear the phrase, “What you don’t know can’t hurt you”? Nassim Nicholas Taleb, in his book The Black Swan, postulates that it is exactly what we don’t know that can hurt us the most. The risks we need to be most concerned about are the risks we cannot identify or predict. Taleb calls these risks “Black Swans”. This session will discuss some historical black swan events and, more importantly, discuss how financial professionals and their organizations can prepare for a future we cannot even envision.

Systemic Risk: Six Mega-Trends Facing Organizations Today

Richard Karwic, MBA, Executive Education, Inc.

Worldwide trends can impact our business. In general, accountants are so detail oriented that we sometimes don’t pay attention to the “bigger picture” and don’t see the impact emerging business models, innovative technologies or global competition have on our organizations. This session discusses six mega-trends and how they can create both hazards and opportunities for your company

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.

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!

Business Ethics: Cases from the Real World

Don Minges, MBA, Numbers Guy CFO, LLC
Ethics is not something that is ‘nice’ to have – it is mandatory for success, for keeping your job and your reputation intact. What are the four (4) ethical priorities of a CPA? How should I resolve conflicts? This session explains how ethics matter and examines some real-world examples when our fellow professionals have been put to the test.

It’s All About Action! Deeds, Not Words, Really Count

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

Talk is cheap! Action moves people better than unfulfilled ideas. Actionable concepts serve as a catalyst for change. This session will assist you in developing actionable messages and achieve buy-in as you implement new processes. Discuss the power of the planning and the impact of the quantity, strategy and tactical trifecta.

Heed the advice of legendary University of Alabama football coach, Paul "Bear" Bryant, and "Cause something to happen."

The NOT Not for Profit: Run Your Organization like a Business

John F. Levy, MBA, CPA, Board Advisory

Successful not-for-profit organizations run on passion, drive and creativity. However, successful not-for-profits also need to plan properly, allocate resources efficiently and report tangible results to stakeholders. The best not-for-profits use the same business principles that create the most successful companies to achieve their goals. We will examine how your not-for-profit can benefit from key principles that drive the world’s most profitable businesses.

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.

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.

Advanced Cost Accounting: Assigning Overhead

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

Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products and too little cost to difficult, low volume "dog" products. This puts the organization with inferior information at a significant disadvantage against a competitor who has a better cost model. The secret to having a great cost model is learning how to deal with overhead.
This session will show you how to assign 16 key categories of overhead. Whether you work in a wholesale, retail, health care, service or manufacturing business. Get your costing right and you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself.

Measuring and Managing Customer Profitability: The Why & How

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

The only value a company will ever create for its shareholders is the value that comes from customers – current and those acquired in the future. Customers increasingly view suppliers’ products and standard service-lines as commodities. To remain competitive, companies must determine how to retain customers longer, grow relationships profitably. They must provide differentiated services to different types of customers. These have varying costs. 

Unfortunately most management accounting systems do not report customer profitability. They are restricted to only product and service line profitability reporting. Gain insights into how to shift from being product-centric to being customer-centric. Leveraging business analytics with accurate costs is essential to achieve this result.

The Business Secrets of Trappist Monks

Don Minges, MBA, The Numbers Guy CFO, LLC

"The Business Secrets of the Trappist Monks," by August Turak, has been an unconventional business best seller. What makes the Trappist Monks successful? The short answer is the monks discovered an amazing secret: “It is in our own self-interest to forget our self-interest.” Just like every business, a Trappist monastery must be self-sufficient. Trappists are world famous for many products, from cheese to wool to, most famously, beer. If they do not sell their goods, they do not eat. The Trappists have learned the hard way many lessons that are effective for every business; honing their business skills for 350 years. We discuss key lessons applicable to any business.

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.

Optimizing Your Staff’s Performance: Creating and Sustaining the Best Team

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

A chain is only as strong as its weakest link. The same theory applies to departmental performance—the overall result is only as strong as its weakest contributor. Leave this interactive and entertaining session with insight for developing and sustaining the best team you can possibly assemble.

The four elements in this process are (1) hiring, (2) development, (3) leadership and (4) environment. Discuss how to effectively use these elements in creating outstanding organization. Discover the power of the 10 Attributes for Leadership Success and the negative impact of Leadership’s Fatal 13. Above all, learn how to combine these four elements as a successful catalyst for sustained high-quality output and results.

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.

Selling Your Business: What You Need to Know

John F. Levy, MBA, CPA, Board Advisory

Baby boomer aging has created an unprecedented increase in businesses offered for sale and this number will only continue to grow. In this demanding market, how do sellers get not only the best price but also the right terms and consideration? This session will examine the many reasons to sell, potential buyers, alternative forms of consideration, the structure of transactions, some legal matters and the team needed to maximize the price and protect sellers.

Commodity and Interest Rate Risks: Manage the Unmanageable

Don Minges, MBA, The Numbers Guy CFO, LLC

Risk is everywhere; volatile interest rates, commodity prices, and markets. The best business leaders excel at mitigating risks, but some risks can’t be tamed while others can be. How did this happen? Why is market risk increasing and happening more frequently – despite governmental regulations? What can we do to better manage interest rate risk and commodity price changes? We review why market risks are so damaging, and what we can do about them today. If risk is an issue – this session is for you!

Making Internal Audit an Asset for the CFO

Charles Silvey, CPA, Executive Education, Inc.

Sarbanes Oxley (SOX) created a specific deliverable for Internal Audit causing many CFOs to underutilize this important resource by not focusing on the other areas where Internal Audit can improve controls and productivity and reduce cost and risk. In this session veteran Chief Audit Executive Charles Silvey will discuss often overlooked opportunities for internal audit to add value.

Critical Thinking for Financial Professionals

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

What were they thinking? Why do business leaders sometimes make horrible decisions that severely damage themselves and their organizations? It is tempting to assume that a poor choice must be due to a leader’s incompetence, inexperience, bad character, or low intelligence – but such easily attributed factors generally aren’t the true cause when leaders blunder. In such situations, many turn to finance and accounting professionals for evaluation, answers, remedies, and solutions for improved future decision-making.

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