CPE Catalog & Events
CFO Series: Using AI Effectively
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Webinar
8.00 Credits
Member Price: $270
Is it ethical to use AI, or not? What is ethical AI? Why it matters for finance and business professionals? Understanding and managing AI hallucinations and misinformation. Addressing bias in AI tools—even when you didn't build them. Internal friction: navigating fear, resistance, and cultural challenges. Guidelines for responsible AI use in your organization. Accountability and transparency: who is responsible for AI outcomes? Real-world use cases and what we can learn from them? Creating sustainable, people-focused AI practices that build trust. What are autonomous general ledgers: what are they and how much can you depend upon them? Financial statement analysis using AI. AI use in Budgeting and Forecasting. Using AI for research and planning (tax and GAAP), e.g. AI-driven fraud detection tools: capabilities and limits. What to automate and what to leave alone? Evaluating vendor claims and setting reasonable expectations. What to automate, and what to leave alone. AI ramification on staffing and hiring. The impact of self-serve AI research on your relationship with your CPA firm. Common AI use cases in accounting and finance. Fraud, deepfakes, data abuse and related risks. Governance frameworks and oversight responsibilities. The EU AI Act and regulatory developments in the U.S. AI bias, discrimination, and transparency concerns. Internal control and documentation challenges. Questions finance leaders should ask before adopting AI. Aligning AI oversight with your audit and compliance functions. Common AI use cases in accounting and finance. Fraud, deepfakes, data abuse and related risks. Governance frameworks and oversight responsibilities. The EU AI Act and regulatory developments in the U.S. AI bias, discrimination, and transparency concerns. Internal control and documentation challenges. Questions finance leaders should ask before adopting AI. Aligning AI oversight with your audit and compliance functions.
CFO Series: Driving Efficiency Partnered with the Idaho Society
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Webinar
8.00 Credits
Member Price: $310
Types of audits: external, internal, compliance, regulatory, Objectives of each audit type and how they differ, Aligning management's role with auditor expectations, What to expect in the planning phase, Fieldwork survival tips and communication best practices, Documentation dos and don'ts, Responding to findings and building effective action plans, Avoiding common audit pitfalls. What internal controls are—and what they are not. Why do even small organizations need controls. COSO and the five core components of a sound internal control system. Common control failures and real-world consequences. Examples of scalable financial, operational, and compliance controls. How to tailor controls to your organization's size and risk profile. Embedding internal controls into daily operations. How to monitor, evaluate, and adapt controls over time. The importance and structure of the cash flow statement. Understanding operating, investing, and financing activities. Presenting the statement using the "Sources and Uses" approach. How to tell the business story through cash flows and alternative reporting methods. Identifying key drivers of cash and liquidity. Bridging the gap between accrual accounting and understanding cash. Communicating effectively with CEOs, boards, and non-financial stakeholders. Psychological tricks and tactics used by fraudsters, How fraudsters avoid detection . Red flags that were missed, and why? Cultural and organizational blind spots. How internal controls failed or were bypassed. Lessons learned from each case—and how to apply them. How to strengthen fraud awareness without creating fear. Key questions auditors and leaders should ask earlier.
CFO Series: Indispensable Skills Partnered with the Idaho Society
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Webinar
1.00 Credits
Member Price: $310
Understanding the need, How much is needed, when, what will it be used for, etc.? Keys to success: Planning, Understand how the use, stage, amount, how and when - impacts the decision, Unintended consequences to avoid. Low cost is not necessarily a sound option. What are the non-quantifiable factors that can change the financing decision? Details on the time-intensive processes. Common blunders when raising financing. The perils of choosing the wrong alternative or wrong investor! Trends in the modern workforce: demographics, generational shifts, remote work, and engagement. The true cost of talent: hiring, retention, and turnover. People as assets versus people as liabilities. The varied challenges in accounting for human capital. Metrics that matter: KPIs for employee performance and value. Integrating people costs into financial strategy. Navigating compliance, risk, and benefits. Who is your customer? How to segment your customers, Identifying and understanding your most valuable customers. What is solution-based planning for customer value? Recognizing internal customers (e.g., departments served by finance), Exploring profitability differences between customers with similar revenue. Creating and sustaining a customer value pyramid. The strategy-execution gap: common reasons why most strategic plans fail. Why should financial planning lead strategy? Evaluating the lifespan and relevance of your strategic plan. Building your strategy to include risk management. Building an adaptive, finance-focused strategic approach. What we should learn from the rise and fall of major companies. How to align financial metrics with strategy.
CFO Series: Essential Cost Containment
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Webinar
3.00 Credits
Member Price: $310
Understanding what the goal really is, Better planning, ready aim and then fire. What are the crucial considerations. Why do others in the organization hate to cut costs? What are the 'ripple' effects? What are the right costs to cut and not to cut? What are the more common mistakes made? The need to consider politics, culture, and strategy! Fourteen (14) different perspectives to utilize to cut costs efficiently Over fifty (50) uncommon cost cutting possibilities How to prepare for the next cost cutting exercise A proven process to cut the right cost in an organization. What are the five clear signals that teamwork is broken? The pervasive myths about teams. Why conflict is necessary for effective teams. Why winning teams are built on and depend on trust. The value of assessments and diversity. Your fifteen-step action plan to build trust and enhance teamwork. Retaining your best talent. The essential steps leaders must take to enable teamwork to flourish. Should accountants be creative? The pros and cons of creativity The inherent problems of creativity. Creativity is not an excuse! The tangled correlations between creativity, ethics, and dishonesty. The interrelationship between the Code of Professional Conduct and creativity. Citations from the Code of Professional Conduct. What is the impact of creative accounting on our constituencies. How to effectively and ethically harness creativity. Why does storytelling always beat data-dumping in financial communication? Anatomy of a great financial story: structure, characters, and turning points. The role of context, trends, and insights in financial messaging. How Apple uses financial storytelling to engage stakeholders. Visual tools and techniques to support your narrative. Communicating with non-financial audiences: clarity without oversimplification