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.

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.

Use Performance Metrics: Improve Planning and Control

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

Many financial managers wage a constant struggle to keep their projections current and their operating managers engaged and focused on their budgets. This session will show you how to use performance metrics to reduce forecasting work, improve financial control and manager engagement in their department's numbers. This session will help you answer some of the following questions: 
• How do you know what your metrics should be? 
• What is the best way to measure activity output? 
• Why should financial planning begin with benchmarking your metrics? 
Join financial management veteran John L. Daly for this helpful session.

Improve Teamwork

Don Minges, MBA, The Numbers Guy CFO, LLC

Teamwork is something that every leader wants, but not necessarily something that comes easily. Learn how to set and communicate goals that motivate your team. Find out how to get members to work for the greater good rather than their own personal goals. Seamlessly manage both the team and its individual members. Popular speaker Don Minges tells how you can get your team working toward the same goals.

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.

OneNote – Mastering Organization of Your Notes & Correspondence

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

OneNote is rapidly becoming one of the most popular applications in the Microsoft Office and Office 365 product suites. The reason for this becomes evident when you learn about all you can do with OneNote to record and manage notes, to do lists, meeting agendas and much, much more. This session reviews all the features OneNote offers and examines how to apply them.

Performance Analysis: Identifying Profit Improvement Opportunities

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

Discover ways to make your company more profitable! This fast-paced session will teach you how to use operational auditing and performance improvement techniques to identify and implement cost saving operating controls and processes. Based on the principles of COSO’s Internal Control Framework and standards of the Institute of Internal Auditors, this session will make the experienced financial manager and the professional operational auditor more efficient and value-added in their respective fields.

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.

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.

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.

Fixing Your Chart of Accounts

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

A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer "what if?" questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data and keeping errors from creeping into financial statements.

Best practices today look little like the examples you may have seen in business school. If you sense that your general ledger could do far more, this session will show you how to fix your problems.

Beyond Traditional Budgeting: Reduce Work and Improve Control

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

Many financial managers wage a constant struggle to keep their projections current and keep their operating managers engaged and focused on their budgets. This session will show you how to use performance metrics to reduce forecasting work and improve financial control and manager engagement in their department’s numbers. 

Raising Financing

Don Minges, MBA, The Numbers Guy CFO, LLC

This session reviews proven methods to raise capital and discusses new methods to raise financing such as Crowdfunding. What are the pros, cons, and sources for each type of financing? What do banks require when you borrow?  What do equity investors look for when analyzing making an equity investment? What are the fundraising techniques that small enterprises commonly use that established businesses can now use? How do you present the request for capital to increase your chances for success? If you are involved with raising capital, this material is essential.

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.

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.

Delivering Bad News? Don’t Be the Messenger Who Gets Shot!

Don Minges, MBA, The Numbers Guy CFO, LLC

The average CFO’s tenure is about three years, while the tenure for other financial positions may not be much better. One cause may be our responsibility to deliver BAD news. Sadly, sometimes the messenger gets shot. How can some people deliver the bad news and actually strengthen their position, while others find themselves without a job?

Many financial professionals believe that, “I just need to know the numbers really well to keep my job.” Every day proves this fallacy wrong. How you say it - is often more important than what you say. This session will teach you proven techniques to deliver bad news so that you actually strengthen your relationship with your CEO, Board, bank and management team.

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.

Prepare for a CFO Role

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

Many accountants spend their early career trying to develop technical skills, yet a surprising proportion of public company Chief Financial Officers don't even have an accounting degree. What does it take to become a CFO and be successful once you get there? Whether you are early or late in your career, this session will provide valuable insights. Come hear stories of a real world CFO’s successes and failures.

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.

Crowdfunding: What Every CFO Should Know

Don Minges, MBA, The Numbers Guy CFO, LLC

The internet provides several new ways to raise money. These methods, called crowd funding, allow organizations to raise money through donations, pre-sales, debt and equity, often from large numbers of people. Crowdfunding is getting easier due to emerging regulations the JOBS act provides. While not appropriate for all organizations, crowdfunding has no shortage of success stories. However, risks, advantages, disadvantages and costs exist. This session provides a crowdfunding overview for finance professionals who want to learn about this financing method, including key considerations for each crowdfunding type.

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.

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