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CPE Catalog & Events

Showing 16 Webinars Results

CFO Series: Enhancing Sales: Work with Sales to Drive Result

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Understanding the sales function and sales team.Differing backgrounds, expectations and motivations.Developing strong relationships, credibility, and trust.How to ascertain what Sales really needs.Effective incentive plans that can be understood by the sales team.Becoming the key support person for sales.Communicating value and profitability and explaining risk.

CFO Series: Tactics to Reduce Investment: 2nd Strategy ROI

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Cost of capitalWhat do investors want?What does my capital really cost?How can we approximate the cost?Utilizing the Du Pont Formula in a discounted cash flow world.Increasing asset utilizationWhat should we do, and what should we allow others to do?Buying the right equipment at the right price.Increasing throughput.Complexity – the capacity thief.Process choicesShould we automate?Should we lease or purchase?Impact of automation on risk and return?

CFO Series - April 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 Investment: 2nd Strategy ROICPE: 2Field of Study: FinanceDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, April 5, 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), and 3) reduce risk (a much-neglected strategy). In this second of three sessions, see 2) above, we will explore strategies to improve asset utilization and reduce investment. We will discuss proven techniques to help your organization thrive. Week 2:_CFO Series: Re-invigorating Your Career: Planning Your PathCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Robert Mims, CPADate: Friday, April 12, 11:00 amDescription: A career is a long time and yet looking back it appears to have been in the blink of an eye. If you have ever engaged in discussions with mentors or peer groups you may have heard the, "I wish I had ___". This course is a review of keeping you individually prepared and ready for all the various changes that will make your career. We start with where you are today and where you want to be? We discuss practical tips for professionals to be more prepared for changes that will certainly come over the course of your career. What are my career possibilities? The goal is that some of these ideas discussed will avoid more of the "I wish I had ____", and will convert them to, "I'm so glad I ____". We all have heard the maxim, "Failure to plan is planning to fail." We are planners by nature, let's plan our career and the career of those who report to us. Week 3:_CFO Series: Advancing Your Role as a Business LeaderCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Don Minges, MBADate: Friday, April 19, 11:00 amDescription: Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. True leaders put in the work and make sacrifices for others. Leadership is a learned skill, a skill that must be practiced. It may look simple, and it is - only if you know what to do and how to do it. Leadership requires one to develop a greater understanding of intangibles that are difficult to quantify - but are priceless. The best leaders care about others, are trustworthy and are credible. We will discuss proven tactics to enhance those skills. Worthy for those who want to become even more valuable as a business leader. Week 4:_CFO Series: Successful System Implementations: Planning!CPE: 2Field of Study: Information TechnologyDiscussion Leader: Tracy Cooper, CPADate: Friday, April 26, 11:00 amDescription: System changes are common, so why does seemingly every new system update or installation have multiple, new problems? We will review the causes and effects, including a short-term outlook. We will focus on the best practices of successful organizations, specifically the one key task for success - proper planning. What are the steps to take? Which functions need to be involved? How can you reduce risk? These actions can be applied to small system changes, system upgrades, or large ERP systems. Do not make the same mistake over and over - learn from others who have paid the hefty price.

CFO Series: Re-invigorating Your Career: Planning Your Path

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:What is a career as a professional and as a CPA?Changing technology, changes in required skills, and changing industries.What are the possibilities?Personal performance evaluations for your continuous growth.What do you want to achieve? How and when?What is your brand, and do you need one?I'm living longer; do I want to work longer?Following your career plan.

CFO Series: Advancing Your Role as a Business Leader

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Leadership is earned, not given.Leaders understand:Human natureOthersThemselvesYou have to care!The need for better relationships, credibility and trust.Lessons from great leaders.Steps to becoming a better leader.

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.

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.

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

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.

CFO Series: Bridging the Gap with Marketing Mgt: the Four Ps

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:What is the function of Marketing?Creating demand, building reputation.Inform and educate customers and potential customers.Marketing plansWhat must be in a top-quality plan?Coordination with strategy and financial ability.Products and servicesWhy do customers buy, or not buy, your offerings?Core products, actual products, augmented products?PricePricing is market driven, not cost driven!Cost leaders vs differentiators?When to increase price when to reduce price?Place or channelsEffective and efficient channels?Alternative channels?PromotionPromotion alternatives and cost effectiveness.Coordinating the 4Ps to gain maximum results.

CFO Series - June 2024 Webinar Bundle

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Webinar

8.00 Credits

Member Price: $249

All times listed are Eastern Time ZoneWeek 1:_CFO Series: Bridging the Gap with Marketing Mgt: the Four PsCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, June 7, 11:00 amDescription: What should we know about marketing and what are the four 'P's of marketing? Many financial leaders are not sufficiently knowledgeable about the marketing function, marketing management, and measuring marketing results. When we know more, both functions can work collaboratively to help drive a superior bottom line. We can more accurately measure success, for example, in order to approve a cost-effective strategy to maintain and grow the business organically. We will discuss proven techniques to help your organization grow and thrive. Finance and marketing can and should help each other - we will show you how. Week 2:_CFO Series: Five Management SuperpowersCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Jane Mims, Ph.D.Date: Friday, June 14, 11:00 amDescription: "Management is about persuading people to do things they do not want to do, while leadership is about inspiring people to do things they never thought they could." - Steve Jobs. We will discuss five key management strategies and skills that every successful manager has and works to perfection. This two-hour course walks you through the A-Z of effective management from the standpoint of self, team, and individuals. It's not enough to be a 'good' manager and excel in our field, we need to be more than the subject matter expert. The five management superpowers will bolster management skills for better leaders and is a proven path for those wanting to know how to shift their mindset, communication, and physical presence so they can ascend the ranks to higher leadership. Week 3:_CFO Series: Growth Opportunities for CFOs: Value Added CFOsCPE: 2Field of Study: FinanceDiscussion Leader: Gary Cokins, MBA, CPIMDate: Friday, June 21, 11:00 amDescription: Many CFOs place too much emphasis on external financial and statutory compliance reporting for government regulatory agencies and not enough on corporate performance management (CPM) methods including internal management accounting. The former is for valuation (e.g., inventories and COGS). The latter is for "creating wealth value" to support better decisions. This course provides tools and information for how CFOs can transition from bean counters to bean growers. The best CFOs not only keep score, which is necessary, but they enable the organization to score more, which is much more valuable. Week 4:_CFO Series: Audits Begin with The Right Questions: Listen!CPE: 2Field of Study: AuditingDiscussion Leader: Robert Mims, CPADate: Friday, June 28, 11:00 amDescription: Technology has boundless memory and can store all the answers, unlike humans. Regardless, technology and AI cannot discern the right questions to ask. Asking the right questions separates successful professionals from mediocre professionals. This session will take a big-picture approach and redefine auditing in a broader perspective which will deepen your skills, perspective, and know-how. The truth is that all professionals are auditors. We will illustrate three types of audits and dive into the most fundamental aspects of our daily work-lives that need constant attention, not seasonal treatments. We will show how to become a better listener and to ask better questions!

CFO Series: Five Management Superpowers

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:How feedback becomes effectiveHow to develop listening skillsCultivation of self, cultivation of team members as individuals, cultivation of team members as a groupHow to create a working environment in which team members feel acknowledged and 'heard'Inspirational motivation for team successRelational communication skills that increase productivityThe 'secret sauce' that holds communication and professional relationships together on the individual and team level in the short and long term

CFO Series: Growth Opportunities for CFOs: Value Added CFOs

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Best practices for product, service line, channel, and customer profitability (using activity-based costing [ABC])Strategy management using strategy maps, balanced scorecards and dashboards.Process improvement using lean management with lean accounting.Process improvement using quality management and cost of quality.Capacity-sensitive driver-based budgeting and rolling financial forecasts.Enterprise risk management (ERM)Data science and analytics.

CFO Series: Audits Begin with The Right Questions: Listen!

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:The need to ask the 'right' questions A core principle of audits not taught in the "textbook". A new type of audit that will simplify your life. Four auditing skills to take you from being a good auditor to being an amazing auditor. The most important element of auditing is listening. Action steps to become a great listener.