CPE Catalog & Events
CFO Series: Be the Best Part 1 WEBCAST
Monday, September 20 9:00am - 1:00pm
Webinar
4.00 Credits
Advanced Negotiating Skills: Sometimes, you can't settle for getting half of what you want. Sometimes you have to have it all. This session explores negotiating's human side, to give you powerful people skills that will let you get more. Driving Performance with EOS: The Entrepreneurial Operating System or EOS is a method of organizing a company's human energy in a disciplined, structured way. This session will discuss the six components of entrepreneurial operating systems and how some organizations are using them to drive better performance. Risk Management in a Post-COVID World: Research shows that top performing organizations do no better than their mediocre-performing peers at predicting the next crisis. However, because they do a better job at planning for something, they are better prepared when something else happens because they have the most important pieces of the solution in place. Get your organization, and your family, prepared for the next crisis that may affect you! Corporate Ethics - Cases from the Real World: Anyone who has ever attended a lecture-format ethics seminar knows there is a better way. This session provides an opportunity for lively group discussion of real world, ethical dilemmas.
CFO Series: Be the Best WEBCAST Part 2
Monday, September 27 9:00am - 1:00pm
Webinar
4.00 Credits
Risk Management in a Post-COVID World: Research shows that top performing organizations do no better than their mediocre-performing peers at predicting the next crisis. However, because they do a better job at planning for something, they are better prepared when something else happens because they have the most important pieces of the solution in place. Get your organization, and your family, prepared for the next crisis that may affect you! Corporate Ethics - Cases from the Real World: Anyone who has ever attended a lecture-format ethics seminar knows there is a better way. This session provides an opportunity for lively group discussion of real world, ethical dilemmas.
CFO Series: Key Tax Issues Part 1 WEBCAST
Monday, October 25 9:00am - 1:00pm
Webinar
4.00 Credits
The AB5s of Employees and Independent Contractors: This session addresses the 20 factors the IRS uses to classify workers, with a focus on the severe tax penalties for misclassification. Expensing and Depreciating Business Assets: Recovering the cost of capital is a critical business skill, and Congress is constantly changing the rules to impact the economy. In this session, we will discuss the most recent tax depreciation rules and developments, as well as review the impact of TCJA and CARES Act changes. Navigating the New Interest Expense Limitation: Are you large enough to have your interest expense limited? This program will discuss how the new 30%/50% limit works and what happens to excess interest expense. COVID-19 Losses - Going Backwards and Forwards: 2The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses. We will also address the new 5-year carryback, as well as amended returns and "quickie refunds."
CFO Series: Key Tax Issues Part 2 WEBCAST
Monday, November 1 9:00am - 1:00pm
Webinar
4.00 Credits
Navigating the New Interest Expense Limitation: Are you large enough to have your interest expense limited? This program will discuss how the new 30%/50% limit works and what happens to excess interest expense. We will examine how the new rules apply to partnerships, S and C corporations and their owners. This session will discuss reporting on Form 8990, as well as the 2022 problem. COVID-19 Losses - Going Backwards and Forwards: The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses. We will also address the new 5-year carryback, as well as amended returns and "quickie refunds."
CFO Series: Numbers Rule The World Part 1 WEBCAST
Monday, November 15 9:00am - 1:00pm
Webinar
4.00 Credits
Numbers Rule the World, But They Don't Speak the Words: How can a numbers person master words and communication in an ever-changing and social dynamic? This session will reveal common communication mistakes financial professionals make and suggest practical solutions. Ethics in the Real World: Business ethics is not just something "nice to do" but can mean the difference between success, failure and survival in today's increasingly competitive environment. This session outlines eight steps to create an ethical business culture and provides specific ways for financial managers to make better ethical decisions. Controlling Management Continuity Risk: Does your organization risk operational disruption due to a key personnel loss? Are your internal auditors and risk management personnel routinely assessing your exposure to loosing key skills? This session could help your organization prevent its next crisis. 5 Marvelous Business Books in 100 Minutes: 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.
CFO Series: Numbers Rule the World Part 2 WEBCAST
Monday, November 22 9:00am - 1:00pm
Webinar
4.00 Credits
Controlling Management Continuity Risk: Does your organization risk operational disruption due to a key personnel loss? Are your internal auditors and risk management personnel routinely assessing your exposure to loosing key skills? This session could help your organization prevent its next crisis. 5 Marvelous Business Books in 100 Minutes: 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. Save time, learn the key lessons of five business books in just 100 minutes.
CFO Series: Preparing For Growth WEBCAST Part 1
Friday, December 17 9:00am - 1:00pm
Webinar
4.00 Credits
Advanced Capital Budgeting for Effective Decisions: Traditional, static models are not enough. An integrated capital budgeting approach will result in greater overall returns and stronger impact to the bottom line. Optimizing Working Capital Management: Cash is "King", but it does not manage itself. This session will explore short-term, mid-term, and long-term cash management techniques. Making Internal Audit an Asset for the CFO: Sarbanes Oxley (SOX) created a specific deliverable for Internal Audit causing many CFO's 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. Closing Best Practices: Shorten Month-End: You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper.
CFO Series: Preparing For Growth Part 2 WEBCAST
Monday, December 27 9:00am - 1:00pm
Webinar
4.00 Credits
Making Internal Audit an Asset for the CFO: Sarbanes Oxley (SOX) created a specific deliverable for Internal Audit. This has caused many CFO's to underutilize this important resource by not focusing on the other areas where Internal Audit can improve controls and productivity and reduce cost. This session will help you gain insights into how internal audit can become an asset for the CFO. Closing Best Practices - Shorten Month-End: Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper.
CFO Series: Advanced Skills Made Easy Part 1 WEBCAST
Thursday, January 27 9:00am - 1:00pm
Webinar
4.00 Credits
Advanced Planning: Balance Sheet and Cash Flow Projections: 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. Advanced Cost Accounting: Assigning Overhead: This session will show you how to assign 16 key categories of overhead. Whether you work in a wholesale, retail, health care, service or manufacturing business. Get your costing right and you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself.
CFO Series: Advanced Skills Made Easy Part 2 WEBCAST
Thursday, February 3 9:00am - 1:00pm
Webinar
4.00 Credits
Fixing Your Chart of Accounts: A well-organized chart of accounts supports robust responsibility reporting and accountability, and 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. If you sense that your general ledger could do far more, this session will show you how to fix your problems. Avoiding Death by PowerPoint: Create Better Presentations: We have all suffered through some awful PowerPoint presentations. When a speaker has hundreds of slides with hundreds of words on each slide, we wish we could just lie down and take a nap. This session will help prevent YOU from being that speaker.
CFO Series: Developing Creditbility Part 1 WEBCAST
Thursday, February 10 9:00am - 1:00pm
Webinar
4.00 Credits
Developing Credibility: Earn Respect for Yourself and Your Team: Credibility is the key to management success. Uncover the attributes of the "What and How" of financial management success. It's All About Action! Deeds, Not Words, Really Count: 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 quantitative, strategic and tactical trifecta.
CFO Series: Developing Creditbility Part 2 WEBCAST
Thursday, February 17 9:00am - 1:00pm
Webinar
4.00 Credits
Effective Internal Reporting - Make Your Message Quick and Clear: Do your presentations lack life? Do your audiences sometimes fail to get the message? Learn how to grab your audiences' attention and deliver an actionable message. Financial Management - 10 Tips for Success and 13 Signs of Failure: Today's effective financial leader must establish on-going credibility and adaptability to be effective. Hear a veteran financial executive discuss why some financial managers succeed while others fail.
CFO Series: Emotional Intelligence Part 1 WEBCAST
Thursday, February 24 9:00am - 1:00pm
Webinar
4.00 Credits
Emotional Intelligence - The Critical Factor in Success: Every business leader can improve their Emotional Intelligence, including you. Many businesses utilize EI for promotions and hiring. This session will discuss the twelve keys to EI and proven tactics to help every aspiring leader "work smarter". Motivating the Right Way - Get the Most from Your Staff: Are you getting the most from your staff? Are you paying top-dollar and still not getting high performance? New research gives us the insights to effectively motivate your people. This session will show you how to create an environment where your talented employees can excel.
CFO Series: Emotional Intelligence Part 2 WEBCAST
Thursday, March 3 9:00am - 1:00pm
Webinar
4.00 Credits
Business Ethics - Cases from the Real World: Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas and how to resolve them. Don't Be the Messenger Who Gets Shot: 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. 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.
CFO Series: Cash Management Part 1 WEBCAST
Thursday, March 10 9:00am - 1:00pm
Webinar
4.00 Credits
A/R and A/P: Effective Management Techniques: New tools now allow us to more efficiently and effectively manage and control all the aspects of accounts receivable and payables. This session will discuss how we can leverage our accounts receivable and accounts payable skills to add value and help our organization succeed. Cash Management Techniques: Cash is "King", but it does not manage itself. This session will explore short-term, mid-term, and long-term cash management techniques.
CFO Series: Cash Management Part 2 WEBCAST
Thursday, March 17 9:00am - 1:00pm
Webinar
4.00 Credits
Cash Forecasting, Reporting and Metrics: Proper cash management requires planning and forecasting. This session explores the methods and models to help you understand which ones would work best for your organization. Additionally, this session will identify common cash metrics we should consider sharing with key stakeholders. Better Meetings: Make Meetings Fun and Productive: Most meetings are a snooze-fest; they waste time and prevent you from getting work done. This session discusses many proven tactics to make your meetings highly productive. The techniques can help you and your organization, whether you are in the C-suite or starting your career. Learn how to lead meetings that are productive and fun.
CFO Series: Become More Effective Part 1 WEBCAST
Thursday, March 24 9:00am - 1:00pm
Webinar
4.00 Credits
Critical Thinking for Financial Professionals: It is tempting to assume that a poor choice must be due to a leader's incompetence, inexperience, bad character, or low intelligence - but such easily attributed factors generally aren't the true cause when leaders blunder. In such situations, many turn to finance and accounting professionals for evaluation, answers, remedies, and solutions for improved future decision-making. Effective Networking: Take Control of Your Career: Despite knowing that we should network, the prospect of talking to other people in a room full of total strangers or making new phone contacts may terrify us. This session will help you find the courage to network by preparing you for that phone contact or networking event. We will talk about what to say, how to say it and most importantly, why you will do your most effective networking when you listen a lot more than you talk.
CFO Series: Become More Effective Part 2 WEBCAST
Thursday, March 31 9:00am - 1:00pm
Webinar
4.00 Credits
The CFO's Role in Compensation and Bonus Plans: This session 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. MS Word - Advanced Features: Financial professionals are often Excel experts but are unaware of MS Word tools that can save time and make their written communications considerably more professional looking and easier to read. This session covers tools you have probably never used and others you may not be using correctly.