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. 

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.

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!

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. 

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.

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.

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