Heartfelt Leadership: How Ethical Leaders Build Trusting Organizations

John F. Levy, MBA, CPA, Board Advisory

Leaders provide the culture, environment, values and incentives that foster and encourage change. Most importantly, great leaders create environments of trust that allow employees to challenge, innovate and work as teams. In a rapidly changing world, heartfelt leaders build great organizations. Understand the qualities of a great leader and find out how you can become a great and heartfelt leader no matter your title or place in an organization.

Lessons from the Playing Field: What Sports Can Teach Accountants

John F. Levy, MBA, CPA, Board Advisory

The Duke of Wellington is credited with saying, “The Battle of Waterloo was won on the playing-fields of Eton." From before the 19th Century to today, sports have molded our business and professional leaders. Sports can teach today’s accountants about many critical business issues, including strategy, culture, metrics, management, innovation, adversity and sustainability. This session explores lessons we can all use from great, and not so great, moments in sports. Quit feeling guilty about playing those extra nine holes or watching “March Madness”– you are learning important professional skills!

Communicating Financial Information to Non-Accountants

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

Do you ever get blank looks when you present your company’s financial statements? Does your board nod knowingly during your presentation, but never seems to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers and team members so they understand your message. Come hear a veteran CFO tell you how.

Business Lessons from the Dance Floor: Leadership Secrets from Fred and Ginger

Don Minges, MBA, The Numbers Guy CFO, LLC

All of us can improve our leadership skills. This session discusses timeless leadership lessons learned from an unusual place - the dance floor. The parallels between business and dancing are striking; you need good partners, you must cooperate, someone must lead, someone must follow, you need to practice, you may step on someone else’s toes, and the leader does not have to be attractive. This session examines what made Fred Astaire and Ginger Rogers, two of the most famous dancers in the world, so successful. These leadership lessons from the dance floor can help you be a more effective leader. Learn many timeless leadership lessons that successful businesses employ every day.

Closing Best Practices: Shorten Month-End

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

Surveys show that the average North American company completes its monthly financial statement closing in five days. However, some companies are able to close their books in one day or less. Many financial managers who feel pressured to shorten financial statement preparation time struggle with the balance between accuracy and speed. This session will focus on how to provide financial information faster, better and more cheaply.

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.

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.

The Civil Advantage: Workplace Ethics and Civility

John F. Levy, MBA, CPA, Board Advisory

Ethics and civility are powerfully connected. What we call "manners" are behaviors with proven value as leadership tools to avoid destructive acts and build trust. People treasure their personal dignity, have amazingly long memories for personal slights and thrive when treated with respect. Rudeness, blustering, and bullying may win the occasional battle, but will always lose the war when it comes to lasting prestige and power. Moreover, ethical lapses are more likely if leaders do not use a civil approach to foster cooperation. This session explains how civility and ethics reinforce one another and offers 25 rules to foster considerate conduct in the workplace.

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.

Office 365 – What You Need to Know Before You Subscribe

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

This course will provide you with all of the information you need in order to understand what Office 365 is all about. It is important to understand that the traditional Office suite of applications is just a small part of what Office 365 has to offer. The real game changer is the Office 365 cloud-based applications that enable and enhance internal and external communication, collaboration and information sharing. Office 365 will do for communication and collaboration what spreadsheet software did for columnar work papers.

Upon completion of this course, you will have a solid foundation of knowledge about Office 365 from which to make the appropriate strategic decisions for your organization. It is not a matter of "if" you should deploy Office 365, it is more likely a matter of "how" and "when."

Cash Conversion Cycle: Tools & Techniques

Paul R. Harrison, MBA, CPA, CFP®

How well do you understand your company’s cash flows? Good cash management techniques can provide a competitive advantage! This session will show you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs and creates financial flexibility in your company.

Foreign Corrupt Practices Act: Practical Compliance

Charles Silvey, CPA, Executive Education, Inc.

Since 1977 the Foreign Corrupt Practices Act (FCPA) has haunted United States Corporations. With the SEC and DOJ handing out fines and sanctions against companies, it is a bad idea to be on the wrong side of this law as the penalties and impact to business as usual will be severely disrupted. This session will help you understand how this law actually affects doing business overseas. The two main provisions involve accounting transparency and bribing foreign officials. Understand the practical steps you need to take to prevent a conflict with the new FCPA Corporate Enforcement policy. Veteran Chief Audit Executive Charles Silvey will provide you perspective and practical guidance to reduce your company’s risk.

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."

Balance Sheet Management: The Least Understood Risks?

Don Minges, MBA, The Numbers Guy CFO, LLC

Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity? What are the key considerations and the advantages of each? What is the cost of capital? What are the ‘hidden’ balance sheet risks? We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you.

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.

Excel – Using Charts for a Non-Financial Audience

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

This session will show you how to use Excel's charting and formatting features to present financial data to a non-financial audience.

We will explore the many capabilities of presenting your data without showing rows and rows or columns and columns of data. Learn to create charts with ease; customize the elements of your charts; understand which chart will work best in your situation; and use charting to visually communicate your data.

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!

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.

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.

Excel – Using PivotTables for Data Analysis

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

Excel is the #1 data analysis tool for accountants. Yet many accountants have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. This session will teach participants the importance of PivotTables for analyzing data. We will demonstrate how PivotTables can make analyzing data an easy task for all accountants. Participants will learn the systematic process to create PivotTables and PivotCharts. We will also cover all the setup options and features.

Pricing for Profitability: How Finance Can Save the Bottom Line

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

Three things can happen in pricing, and two of them are bad. Overpriced products are a missed opportunity, whereas underpriced products give away your products at a loss. When sales and accounting personnel fail to work together, the company risks becoming its industry’s “dumb” competitor. Accountants involved in pricing can help the company understand the difference between “dog” and “gravy” opportunities with knowledge that directly translates into often vastly improved profitability. You will leave this session understanding why the company with the best cost information wins!

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