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.

2020 CFO Technology Update

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

This session provides a comprehensive update of various technology trends and innovations impacting you, your organization and the accounting profession. Topics will include IoT (Internet of Things), artificial intelligence, data analytics, business intelligence, cloud accounting software and more. 

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.

Lean Accounting: Doing More With Less

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

Many accounting departments generate volumes of information that are of little use to anyone. Lean Accounting begins with examining user needs and focusing effort on the financial management activities that provide real value to the organization. Come hear how to improve accounting processes while reducing effort required.

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.

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.

Finance and Innovation: Reinvent Your Department and Your Company

John F. Levy, MBA, CPA, Board Advisory

How can so many great companies lose their way and fall into a steep decline or even disappear? Once very successful and profitable companies are now a ghost of their former glory or names we can barely remember. This explores how companies succeed through innovation and fail because they are unable to deal with the next wave of innovation. More importantly, we will discuss how you, your department and your organization can profit from being more innovative.

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!

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!

Double Your Impact & Cut Your Writing Time in Half

Jeannie M. Ballew, MS, EditProse

American businesses report losing $1 billion a year to unclear writing that wastes time, kills contracts and turns off customers. Optimize your time spent in communications as a writer and a reader. Prevent your readers from sending your documents to the circular file because they are too much work to decipher. Write with clear purpose and enjoy the results and time saved. Be part of the solution, not part of the problem – learn to write it right the first time.

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.

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.

Fraud Alert! Loss Prevention and Control

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

Fraud Alert! is one session you cannot afford to miss. Fraud will affect you in some manner; prepare for the inevitable. A study by the Association of Certified Fraud Examiners estimated fraud costs the world economy in excess of $3.5 trillion per year (the equivalent of $4,500 per employee). This same study estimated the course of normal audits discovers only about 11% of frauds versus approximately 19% discovered by accident. This session will examine various types of frauds and discuss ways to prevent, detect and investigate these activities.

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.

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.

Profit Improvement: Ten Tips

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

When a company experiences poor financial performance, the financial person is often the first to go. Whether times are good or bad, asking the tough questions and making sure the organization is efficient and stays efficient are part of the financial manager’s job. Proactive efforts by financial management can prevent the need to “catch up.” This session provides 10 techniques for improving your company’s bottom line.

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.

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.

Protecting Your Company From Fraud

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

Fraud affects almost every company eventually. Insiders perpetrate most fraud, often continuing for years without detection. Most organizations change their systems after detecting a fraud. Why not consider changes now that could prevent a considerable loss. This session will provide insights, which could save your organization a lot of money!

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.

Introduction to Data Analytics and Microsoft Power BI Tools

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 most accountants have never learned the basics of data analysis using Excel or the tools that Excel offers to help in this area. Those that learned to analyze data using PivotTables, soon learned there were many weaknesses in PivotTables that resulted in elaborate calculations in order to perform simple tasks.

In this session, we will provide an overview of the various PowerBI tools and discuss Microsoft's PowerBI Strategy. We will begin by explaining the challenges faced by many accountants when it comes to analyzing data in Excel. You will learn how each PowerBI tool reduces the challenges and improves your data analytic skills. You will also gain a complete understanding of when to use which tool.

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