Roadmap to Microsoft’s Office 365 Ecosystem

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

For any organization that uses the Microsoft Office suite; Excel, Outlook, Word, etc. It is not a question of "if" you should move to Office 365, rather it is "when" and "how." This session is designed to introduce you to the Office 365 ecosystem of over 20 cloud-based applications that are directly integrated with the desktop Office suite of applications.
If you want a quick and easy way to get up to speed on what Office 365 is all about and the strategic impact it can have on your organization, this is a "must attend" session.

Effective Management Accounting

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

Critics have claimed that traditional managerial accounting is at best useless and at worst dysfunctional and misleading. Most line managers do not trust their management accounting data. 

21st Century management accounting develops cost/unit metrics that are useful for budgeting, cost analysis and control. Current methods bring truly accurate fact-based costing visibility, tracing costs and identifying cause-and-effect relationships rather than broadly allocating overhead. This information provides the ability to reveal the true profit margins for products as well as for specific sales channels and customers. 

Removing the barriers caused by your current management accounting techniques can provide huge rewards.

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!

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.

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.

The CFO’s Role in Strategic Cash Management

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

Businesses depend on having adequate capital and cash flow. While someone else may handle day-to-day cash management procedures, the CFO must take the lead in strategic cash management decisions. Those who can't manage cash strategically are often replaced when a company goes into a growth mode. Attend this webcast to gain insights that will allow you to function at the highest level.

Pricing Strategies: Find the Right Fit for Your Products

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

A logical pricing strategy exists for every situation, but different situations call for different strategies. While choosing the right strategy does not guarantee success, choosing the wrong strategy usually guarantees failure. Attend this session to gain insights into common pricing strategies and learn where your organization's products belong. 

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.

The Rittenhouse Rankings: Cut Through Financial Reporting’s FOG

John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
John F. Levy, MBA, CPA, Board Advisory

Is that financial report you are reading honest and candid, or are the real facts hidden among carefully chosen “weasel words”? Learn about how the Rittenhouse model measures the integrity of management’s disclosures about financial results. Prevent misleading disclosures from fooling you.

Avoiding “Death by PowerPoint”: Create Better Presentations

We have all suffered through some awful PowerPoint presentations. When a speaker has hundreds of slides with hundreds of words on each slide, we wish we could just lie down and take a nap. This session will help prevent YOU from being that speaker. 

Veteran speaker and presentation editor John L. Daly will show you the characteristics of good and bad presentations, walking you through a process to create a presentation that keeps your audience awake rather than retreating for another cup of strong, black coffee.

Working with Your Board and Audit Committee

John F. Levy, MBA, CPA, Board Advisory

The relationship between the CFO, the Board of Directors and the Audit Committee has changed forever. The Board is looking to the CFO and the finance and accounting department for more – more integrity, more honesty, more information and more strategic analysis. How do you meet these challenges? Your Board and Audit Committee are now better qualified and more independent. How do you tap into the knowledge and experience of your audit committee members? Veteran director and public company CFO, John F. Levy, will explain how to communicate effectively with your Board and Audit Committee and how to use them as competitive assets.

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.

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!

Revenue Recognition and Lease Accounting: Changes Have Arrived!

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

FASB has issued new standards for revenue and lease accounting that will go into effect soon. Some companies will have major revenue recognition changes. Two types of leases remain, each with their own unique accounting treatment, but the old operating lease concept has disappeared. This session will help you become prepared for the reporting changes that await you in the near future.

Step 1 in Change: Understand Your Culture

John F. Levy, MBA, CPA, Board Advisory

Corporate Culture is the set of rules, values and norms that define an organization’s behavior. Culture is at its core, “the way we do things around here”. Ultimately, culture determines not only how the organization defines success, but also how the organization accomplishes it. Understanding corporate culture is critical to the ability of any organization to succeed.

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. 

4 Critical Factors to Create Sustainable Growth

Sherre L. DeMao, CGS, SLD Unlimited Biz Growth, Inc.

The world changes rapidly. If your business strategy is not built on this premise, you are already falling behind. Intelligence, emotional acumen, agility, and profitability are all critical to growth, and essential amidst constant change.

Based on validated research and best practices, this session will introduce you to a Sustainable Growth Model™ to enhance your organization's ability to grow organically through four critical success factors: 1) Intelligence Quotient (IQ); 2) Emotional Quotient (EQ); 3) Velocity Quotient (VQ); and 4) Profitability Quotient (PQ). When all four quotients operate at high levels, you are in the best possible position for sustainable, value-building growth.

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!

The CFO’s Role in Enterprise Risk Management

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

Corporate risk management is under increasing scrutiny from auditors, regulators, and shareholders.  Properly managed, an organizations risk management process embraces opportunity and avoids hazards.  When risk is improperly managed, the organization's value can plummet and key executives resign in disgrace.  While nominal risk management responsibility rests with the board of directors, boards increasingly turn to the CFO to lead risk management efforts. This webcast will help you take a leadership role.

Advanced Planning: Balance Sheet and Cash Flow Projections

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

Unless you expect your organization to be stable in the short, medium and long term, you need to understand how to create long-term balance sheet and cash flow projections. Growing organizations must know whether they will have the resources to execute their business plan. Struggling organizations need to know if they will have the cash to survive. This session will increase your organization's ability to see its future and increase the confidence that your CEO, Board and bank have in 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.

Contact Us Today!

Connect with us today to learn more about our speakers and services.