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.

5 Business Books in 100 Minutes

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

You know you should read some business books, but finding time is often hard to do. Come get a 20-minute executive summary of five business books. This session makes it easy to catch up with the latest thinking in five very different topics. We change the mix all the time. Recent sessions have included Brain Rules, Leaders Eat Last, Snakes in Suits: When Psychopaths Go to Work, Quiet: The Power of Introverts in a World that Can’t Stop Talking and Zero to One. Save time, learn the key lessons of five business books in just 100 minutes.

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.

Motivating the Right Way – Get the Most From Your Staff!

Don Minges, MBA, The Numbers Guy CFO, LLC

Are you getting the most from your staff? Are you paying top-dollar and still not getting high performance? New research gives us the insights to effectively motivate your people. This session discusses proven people motivation tactics. Many ‘old’ methods really did not motivate in the past and certainly do not work today. Getting the most from your people requires new, very learnable, leadership techniques. Whether your business is large or a start-up, getting people to move forward as one is a challenge. This session will show you how to create an environment where your talented employees can excel.

MS Office 365 – Software Applications Lightning Round

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

At last count, there were over 20 unique applications available in the Office 365 bundle. These range from the traditional Office desktop applications such as Excel, PowerPoint, Word, etc., to a whole new generation of cloud-based applications such as OneDrive, SharePoint, Yammer, Delve and more. These newer cloud-based applications will help you transform to a digital business model. This session will provide a high-level review of all the core Office 365 cloud applications, so you can assess the strategic potential for your organization.

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.

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.

Inventory Accounting: GAAP, Software and Variance Recognition Basics

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

Need to strengthen your inventory accounting skills? This session will help you get there quickly! The session focuses on the basics: inventory GAAP, inventory software, and methods for dealing with variances. Join inventory accounting veteran John L. Daly for this informative session.

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.

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. 

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.

Leverage Big Data and Data Analytics to Make Better Decisions

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

Two of the hottest topics in business today are big data and data analysis. For CPAs, the ability to unleash the power of big data and data analytics provides an unprecedented opportunity to enhance their market value. The data analytics tools are getting easier to use and more powerful. CPAs are in a prime position to be the go to professionals to help businesses use data analytics to make better business decisions. This course provides a primer on what it is all about and how to leverage it.

Want That Promotion? We’ll Show You How!

Don Minges, MBA, The Numbers Guy CFO, LLC

You have worked hard, very hard, but have not received the promotion you believe you deserve. This session will help you discover what is holding you back and create a plan to meet your goals. Many accountants incorrectly assume, “If I polish my technical skills, I will be promoted.” Leadership skills are more qualitative than quantitative. Whether you are new in your career or an upper level executive, professionals who want to succeed cannot afford to miss this course.

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.

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.

Doing More With Less

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

Do you have too much to do and not enough time to do it? Running efficient accounting and finance functions is not rocket science, but it does require that you get the simple things right. This session covers issues that you may not have thought about but can deeply affect your financial department’s operations.

Business Ethics Don’t Exist: The Only Ethics Rule You Need to Know

John F. Levy, MBA, CPA, Board Advisory

Most ethics courses focus on unethical individuals and their terrible misdeeds. We don’t need another course on lessons from Enron or individuals committing fraud. Most unethical failures result from unethical individuals. Instead, this session will focus on how good people can do better, why there is no such thing as business ethics and why we only need one rule to lead ethical lives.

The Power of “Why”

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

Today’s business leaders need to understand more than simply the financial impact of operations. They need to understand “why” these outcomes occur. Only by understanding the causes can you develop the appropriate actions for improved results. Learn how to understand the root causes of your financial performance. Discover how to use the “5 Whys Method” of root cause identification. Explore how to use these root causes in creating actionable reports.

Successful financial managers know how to “Connect the Dots”. Put the “Power of Why” in your analytical toolbox! Start connecting today!

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.

Driving Performance with Metrics

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

Do you struggle to keep budgets current in the face of an ever-changing business climate? Do you recognize that last year’s actual spending can be far from what a department’s spending should be? Twenty-first century performance metrics reduce work, reduce politics, provide flexibility and substantially improve the performance management process. This valuable session will show you how to drive organizational performance using these powerful techniques.

3 Market Analysis Priorities to Drive Profitability

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

If you only analyze financial statements, you are probably missing many opportunities to increase profitability and cash flow. In this session, you will learn a Profit Sizing™ process involving three key types of market analysis areas:
• Business offerings;
• Market segments; and
• Geographic pockets
Developed through 30 years of studying entrepreneurial enterprises, this session brings new thinking around profitability that encompasses an inside-out look, leading to better strategic decisions and profits. You will walk away with an analysis tool you can immediately put to use that will improve your organization’s promotional strategy, marketing concentration, price justification, operational decisions and cash flow.

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