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.
Speak So They Listen!
Jeanne M. Ballew, MS, EditProse
As a financial manager of the 21st century, you cannot build working relationships without effective communication! You must be able to translate abstract data into concrete language in order to drive profits and add value. Effective communication of complex ideas is crucial—not only to boards, audit committees and stakeholders—but to line managers, sales people and other team members. Most importantly, you must be able to communicate effectively with your clients and customers, or you risk the very lifeblood of your business. This session provides ideas that will help both your business and career.
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.
Cost of Capital: What is It and Why Should I Use It?
Don Minges, MBA, The Numbers Guy CFO, LLC
Every business needs capital, and capital has a cost. Debt and equity providers demand a return and the combination is the organization’s cost of capital. This session discusses how to calculate the cost of capital, how to use it to make superior business decisions every day and some common ways organizations misuse this number.
Who should understand your organization’s Cost of Capital? You should! Even if you are not yet the CFO, you need to thoroughly understand the Cost of Capital and its use. Knowing the Cost of Capital allows managers to literally “Get the biggest bang for the buck.” If you want to enhance your corporate finance skills, this session is for you.
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.
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.
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.
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.
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.
Selling Your Business: What You Need to Know
John F. Levy, MBA, CPA, Board Advisory
Baby boomer aging has created an unprecedented increase in businesses offered for sale and this number will only continue to grow. In this demanding market, how do sellers get not only the best price but also the right terms and consideration? This session will examine the many reasons to sell, potential buyers, alternative forms of consideration, the structure of transactions, some legal matters and the team needed to maximize the price and protect sellers.
Risk Analysis and Management
William F. O’Brien, MBA, CPA, Executive Education, Inc.
In this turbulent world, risk management responsibility has fallen squarely on financial management’s shoulders. Audit committees and external auditors are asking questions they never asked before. We must prepare to give them answers! Come get insights about Enterprise Risk Management (ERM) and what standards such as the COSO ERM model say every organization must do.
Nonprofit Boards: Working with or Serving on Nonprofit Boards
John F. Levy, MBA, CPA, Board Advisory
The days when nonprofit boards were essentially a benign supportive group are fading. Heightened expectations for corporate governance quality and visibility have changed the composition and emphasis of nonprofit boards nationwide. This session focuses on how to understand, advise and help nonprofit boards meet their critical governance responsibilities. You will:
• Become acquainted with board responsibilities, needs, and challenges
• Learn about competencies needed on nonprofit boards
• Examine the current state of nonprofits and the implications for board activities
• Find out what board members must know about serving as a board member
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.
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."
Pricing Strategies: Find the Right Fit for Your Products
John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
A logical pricing strategy exists for every situation, but different situations call for different strategies. While choosing the right strategy does not guarantee success, choosing the wrong strategy usually guarantees failure. Attend this session to gain insights into common pricing strategies and learn where your organization's products belong.
Cases in Corporate Ethics: Real Life Dilemmas
John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
Anyone who has ever attended a lecture-format ethics session knows there is a better way. This session examines real world ethical dilemmas that others have encountered. Sometimes professionals handle their situations skillfully; sometimes they are left wondering "what happened?" long after the fact. Get prepared before something happens to you. Once you have taken a case-based ethics session, you will never want anyone to listen to someone just read you the rules ever again.
Roadmap to Microsoft’s Office 365 Ecosystem
John H. Higgins, CPA.CITP, CPA Crossings, LLC
Bryan L. Smith, CPA.CITP, CISA, CPA Crossings, LLC
For any organization that uses the Microsoft Office suite; Excel, Outlook, Word, etc. It is not a question of "if" you should move to Office 365, rather it is "when" and "how." This session is designed to introduce you to the Office 365 ecosystem of over 20 cloud-based applications that are directly integrated with the desktop Office suite of applications.
If you want a quick and easy way to get up to speed on what Office 365 is all about and the strategic impact it can have on your organization, this is a "must attend" session.
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.
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.
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.
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.
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