Principled Negotiations: Getting to Yes

John F. Levy, MBA, CPA, Board Advisory

According to negotiation guru Chester Karrass, “In business as in life, you don’t get what you deserve, you get what you negotiate.” Every transaction between two individuals is a negotiation. Often we view negotiations as a competition with one side “winning” and the other “losing.” Principled negotiation is a better method that seeks to have both parties come out ahead. This session will examine best negotiation practices, providing participants with ways to “get to yes” faster and build lasting relationships.

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!

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.

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.

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.

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.

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.

Corporate Finance Check-up: Renovate Your Analytical Toolbox

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

Understanding corporate finance is a skill that separates those who will become Chief Financial Officers from those who will always remain accountants. This session provides a refresher on corporate finance skills for those who work, or aspire to work, at the CFO level. This session reviews internal financial analysis skills and takes a fresh look at performance measurement techniques. We will also discuss how to use forecasts as a valuation tool and how to build proactive banking relationships.

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.

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.

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!

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.

Negotiating with Your Banker: Get the Best Deal

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

Some CFOs think that your banker’s proposal is a “take it or leave it” proposition. We can negotiate banking relationships just as we would with any other vendor. This session will discuss how to tell your organization’s story, why you should regularly communicate with multiple banks, and how to put yourself in the strongest possible bargaining position. Issues discussed include loan terms, interest rates, covenants, and owner guarantees. If your organization needs bank financing, this session is for you.

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.

Financial Management: 10 Tips for Success, 13 Signs of Failure

William F. O’Brien, MBA, CPA, Executive Education, Inc.
John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.

Today’s effective financial leader must establish on-going credibility and adaptability to be effective. Finance professionals operate in a landscape of constant flux, yet financial management’s fundamental success skills do not vary. Hear a veteran financial executive discuss why some financial managers succeed while others fail.

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 Five Dysfunctions of a Team

Don Minges, MBA, The Numbers Guy CFO, LLC

What are the issues and symptoms of poor performing teams? How do we correct the root causes and what can we do to improve performance? This session discusses The Five Dysfunctions of a Team by Patrick Lencioni and will allow you to recognize when a workgroup is not living up to its full potential.

The CFO’s Role in Compensation and Bonus Plans

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

For many organizations, compensation is the single most important cost category. This webcast will discuss why the CFO must involve themselves with compensation and benefit plan design and administration. This session will pay particular attention to bonus plans, covering plan design, administration and common plan features currently in use today.  

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.

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.

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