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CPE Catalog & Events

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CFO Series: Successful System Implementations: Planning!

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:The consequences of failure to plan and why shortcuts cause even more issues.How to learn from our previous mistakes.No two installations are the same! A team effort, with the right people, is required! Tests and testing are mandatory.Why cheap costs more.How accounting should communicate.Managing the organization to enable better system implementations.

CFO Series: Tactics to Reduce Risk: 3rd Strategy to Help ROI

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Answers to the question why is risk relevant? And more questions such as what do investors want, and how do statisticians and economists look at risk? We will also delve into prospect theory.What is your risk profile, appetite and tolerance? How do you monitor risk? We will look at heat maps and how risk is everyone's job.Managing risk: avoid, transfer, mitigate or accept

CFO Series - May 2024 Webinar Bundle

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Webinar

8.00 Credits

Member Price: $249

All times listed are Eastern Time ZoneWeek 1:_CFO Series: Tactics to Reduce Risk: 3rd Strategy to Help ROICPE: 2Field of Study: AuditingDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, May 3, 11:00 amDescription: What do investors want? They actively pursue three key strategies: 1) improve profit (most over used strategy) 2) reduce investment (an under used strategy) 3) reduce risk (a much-neglected strategy) In this third of three sessions, see 3) above, we will explore strategies to reduce risk. When risks are exhibited on the income statement - it is too late. Risk is silent and insidious. We must plan, as we have seen what happens when risk becomes real and reduces net income. We will discuss proven techniques to help your organization plan for risk before the next miscalculation. Be prepared! Week 2:_CFO Series: Why You Should Be a Learnaholic: Staying Ahead!CPE: 2Field of Study: Personal DevelopmentDiscussion Leader: Jane Mims, Ph.D.Date: Friday, May 10, 11:00 amDescription: Do successful people know a secret that keeps them on top? The answer is they are lifelong learners. It is a mindset and a way of life that they have learned to utilize. You did not miss out, those not born with this ability have hope. This course provides quantifiable research to support that learnaholics (or lifetime learners) are clearly more successful, as well as practical actions on how you can stop being left behind and start getting ahead by adopting the habits and mindset of a lifelong learner. The crux is to expand your mind and expand your possibilities. This is the recipe for success you don't want to miss! Week 3:_CFO Series: The ROI on Your People? Maximizing Returns!CPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Robert Mims, CPADate: Friday, May 17, 11:00 amDescription: Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff? Week 4:_CFO Series: Accepting Perfectionists: Understand & AdaptingCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Don Minges, MBADate: Friday, May 24, 11:00 amDescription: You may know people who believe, "Good is never good enough." They are sharp, driven, push themselves, have lofty standards, and may focus on the negative. They wear themselves out and others as well. Could they be a perfectionist? Perhaps we have some of these tendencies. We will discuss perfectionists from several perspectives and how to harness their skills to enhance results. Perfectionism is a mindset, not a disease. Based on research and proven methods, we will review tactics that may help perfectionists learn how to transform their behaviors. If you know at least one perfectionist, this session will significantly help you and them.

The Controller Function - Strategic and Annual Planning

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Webinar

1.20 Credits

Member Price: $39

Accounting Finance Auditing

CFO Series: Why You Should Be a Learnaholic: Staying Ahead!

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:The key mindset difference between extremely successful people and others.Different learning styles and how to effectively take advantage of your unique learning style.The 7 essential elements for lifelong learning success.Two daily habits that can make this lifestyle transition easier.A learning technique that works regardless of your personal learning style.A "How-to" guide to starting your new life as a learnaholic.

The Controller Function - Elevating the Role

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Webinar

1.50 Credits

Member Price: $59

Accounting Finance Auditing Business Development

CFO Series: The ROI on Your People? Maximizing Returns!

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Dealing with peopleDealing with people issues the right wayConflict management issuesHow to truly empower your employeesOrganizational culture and how to be a part of positive changeWhat are some of the 'other' employee issues that go unsaidWhat does work/life balance mean todayWhat do employees want and care about nowWhat are their priorities

The Controllership Series - Financial Statement Preparation

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Webinar

2.60 Credits

Member Price: $89

Accounting Finance Financial Statement Preparation

The Controllership Series - The Controllers Role in Procurement Function

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Webinar

1.20 Credits

Member Price: $39

Accounting Finance Procurement

Surgent's Predicting Future Financial Issues Facing the Financial Executive

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Webinar

8.00 Credits

Member Price: $279

CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment The future of medical care in the United States in a post COVID-19 environment Future of social security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency “Fate of the States” – will the location of your business make you less competitive Future of workmen’s compensation and unemployment compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure ESG and DEI trends in the global economy Impact of continuing uncertainty in markets

CFO Series: Accepting Perfectionists: Understand & Adapting

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Why perfection is not obtainable.The wonderful attributes of perfectionists and...The not so wonderful attributes of perfectionists.Why most attempts to deal with perfectionists fail.Why many perfectionists are procrastinators and masters of self-punishment.Tactics to help the perfectionist become more effective.

The Controller Function - Elevating the Role

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Webinar

1.50 Credits

Member Price: $59

Accounting Finance Auditing Business Development

The Controller Function - Strategic and Annual Planning

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Webinar

1.20 Credits

Member Price: $39

Accounting Finance Auditing

The Controllership Series - The Controllers Role in Procurement Function

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Webinar

1.20 Credits

Member Price: $39

Accounting Finance Procurement

The Controllership Series - Financial Statement Preparation

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Webinar

2.60 Credits

Member Price: $89

Accounting Finance Financial Statement Preparation

The Controller Function - Strategic and Annual Planning

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Webinar

1.20 Credits

Member Price: $39

Accounting Finance Auditing

The Controllership Series - Financial Statement Preparation

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Webinar

2.60 Credits

Member Price: $89

Accounting Finance Financial Statement Preparation

The Controllership Series - The Controllers Role in Procurement Function

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Webinar

1.20 Credits

Member Price: $39

Accounting Finance Procurement

The Controller Function - Strategic and Annual Planning

-

Webinar

1.20 Credits

Member Price: $39

Accounting Finance Auditing

The Controller Function - Elevating the Role

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Webinar

1.50 Credits

Member Price: $59

Accounting Finance Auditing Business Development