CPE & Event Calendar
For details about the CPE and event categories below, please click here.
Minimizing Workplace Warfare
-
Virtual
1.20 Credits
Member Price: $39
This course is designed to equip HR leaders, managers and business owners with the knowledge and skills needed to effectively minimize conflicts in the workplace. Participants will learn about the various sources of workplace conflict, how to identify and address conflicts before they escalate, and how to implement effective conflict resolution strategies. The course will also cover topics such as communication skills, active listening, and conflict management techniques. By the end of the course, leaders will be able to create a more positive and productive work environment, reduce turnover, and promote employee satisfaction.
Aligning Analytics to COSO's Fraud Risk Management Principles
-
Virtual
1.00 Credits
Member Price: $39
In this course, participants will learn about the five principals of COSO's Fraud Risk Management Guide and the linkages each principal has to the use of forensic data analytics to measurably demonstrate effectiveness and ROI. We will also explore key elements to a successful program that is sustainable as well as pitfalls to avoid. Finally, we will cover several case studies that demonstrate the key concepts discussed.
Introduction to Forensic Data Analytics
-
Virtual
2.00 Credits
Member Price: $79
In this introductory course, you'll learn the fundamentals of integrating forensic data analytics into your anti-fraud risk management program. We will cover key definitions, use cases, methodologies and some of the leading innovations and techniques driving this ever-evolving field of "finding hidden money."
The Competent Accountant - Mastering the Role of the Controller/ CFO
-
Virtual
4.00 Credits
Member Price: $129
How do you raise your skills to the next level to master the Controller or CFO role? Welcome to a course that provides insights that align the CGMA Competency Framework. The course will examine each of the areas: Technical, Business, Leadership and People to increase your competency. How are your technical skills? Are you a traditional accountant or have you learned to expand your technical skills to go beyond “what are the financial numbers?” to “why did these financial results occur?” Are you able to use ratios to understand the business dynamics and the implications to change course or take corrective action? Are the systems that you implement and operate best practices or merely stop-gap solutions? How are your business skills? Can you set a vision? Can you develop a strategy? Do you understand the macroeconomic environment of your organization? Can you lead a major project to a successful conclusion? This session will explore the role of business as opposed to tracking the results of the business. How are your people skills? How good is your ability to influence others? How are successful are your negotiation skills? How well can you communicate? Are you a collaborator or a partner? This section will help accountants understand that it is people skills that drive the overall success of the accounting operations. Finally, how are your Leadership skills? Do you inspire staff or make them angry? Do you know why your staff work for your company and you? Do you understand what employees want from their position? Do you know how to deal with a difficult staff person? Can you lead difficult change? This session will help you recognize what leadership truly is as opposed to what passes for day to day management.
The Controllership Series - The Role of the Controller in ESG
-
Virtual
1.50 Credits
Member Price: $59
Why do for profit organizations exist??? To make money!!!!! What a great concept. But if the organization does not have the proper collections and credit procedures in place, they may not be able to access that money. Hence the importance of the credit and collection process. Credit and collections are critical areas for the financial statement controllers. Customer credit is a form of payment that allows small business customers to purchase a product or service before paying for it in full. The process works similarly to the way a credit card does - you procure something and pay it back later. Collections is a term used by a business when referring to money owed to that business by a customer. When a customer does not pay within the terms specified, the amount of the bill becomes past due and is sometimes submitted to a collection agency. The sales and collection process includes business activities related to selling products and services, maintaining customer records, billing customers, and recording payments from customers. It also includes activities necessary to manage accounts receivable, such as aging accounts and authorizing credit. This course delves into the topics that impact the sales, credit and collections process for management. We discuss strategic steps management can take to ensure their processes are efficient and that they are able to actually collect their revenue.
Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough
-
Virtual
1.60 Credits
Member Price: $49
When we’re going through change and life feels out of balance, it’s normal to get stuck focused on all the problems and challenges that stress us out. How will the changes impact our team, our job, our lives? It doesn’t help that our brains are wired to anticipate the worst possible outcome. This wiring can make it difficult to be our best; to provide our best teamwork, our best ideas, and our best leadership. However, studies show that there are things we can do to shift our thinking so we can spend more time in positive emotions, like curiosity, enthusiasm, and optimism. Now everything gets easier and better, including: ~ Productivity ~ Customer relations ~ Change management ~ Teamwork ~ Leadership Join Tina to learn and apply The Path for Positivity™ framework based in Positive Psychology. You will learn strategies and insights to help you experience less stress, a smoother transition, and higher productivity even when the future seems uncertain. Share the framework and strategies with your team, too.
2024 Performance Auditing Made Easy
-
Virtual
1.50 Credits
Member Price: $69
Unlike a traditional financial audit objective (Are the financial statements materially misstated), performance auditing can address a wide variety of objectives. Is this program working? Can it be improved? Where can we save money? How can we operate more efficiently and effectively? Are management’s assertions supported? And so forth. This session will explain what a performance audit is, describe the applicable standards, and provide examples that indicate the value of a performance audit. Performance audits can add value to any entity and practitioners can profit from adding these assurance services to their practices.
Coaching & Counseling - Performance Management
-
Virtual
1.00 Credits
Member Price: $39
The tools for managing performance and addressing misconduct are not identical. The failure to point this out to leaders has often resulted in the use of the wrong tool. Reinforcing good performance and securing improvements in performance requires skill in coaching employees, making effective requests, and providing effective feedback This course provides practical knowledge and scripts for setting, communicating, and enforcing performance expectations, such that personal and employer liability is avoided.
Cash Conversion Cycle: Tool and Techniques
-
Virtual
2.00 Credits
Member Price: $79
How well do you understand your organization’s cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs, and creates financial flexibility in your organization.
Balancing Employee and Employer Rights
-
Virtual
1.40 Credits
Member Price: $39
Leaders have the right to exercise customary management functions. Employees have the right to be kept free from discrimination. Neither employer rights nor employee rights are absolute. The courts are equally protective of the rights of employees and employers. A courtroom is the wrong place for anyone to find this out. This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits.
1 Hour - Introduction to Sustainability Accounting
-
Virtual
1.00 Credits
Member Price: $39
Sustainability Accounting is now a recognized professional skill of increasing importance in larger organizations. It is the process of finding, measuring and managing the material metrics for sustainable performance and risk management. The goal is to bring these metrics into regular financial statements so leaders can act on them. This course teaches Sustainability Accounting basics with example from the restaurant industry. It is suitable for any professional or student who wants to learn fast about sustainability issues in specific industry sectors and how to integrate sustainability metrics into financial accounting and reporting.
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
-
Virtual
2.00 Credits
Member Price: $79
The annual budgeting process is often criticized as an accounting exercise that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not volume sensitive, and disconnected from the organization's strategy and risk management processes. You can resolve these deficiencies using capacity-sensitive driver-based projections. Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The driver-based budgets can be periodically refreshed to create rolling financial forecasts extending well beyond the fiscal year end. Learn how managerial accounting can become managerial economics.
Progressive Management Accounting
-
Virtual
2.00 Credits
Member Price: $79
Critics have claimed that traditional managerial accounting is at best useless and at worst dysfunctional and misleading. Most line managers do not trust their management accounting data. 21st Century management accounting develops cost/unit metrics that are useful for budgeting, cost analysis and control. Activity-based costing (ABC) brings truly accurate fact-based costing visibility. ABC does not broadly allocate overhead, but traces costs by identifying cause-and-effect relationships. Such information can provide the ability to reveal true profit margins for products, service-lines, specific sales channels and customers. The same information also helps reduce costs and improve productivity by reporting unit costs that you can use to monitor cost trends and benchmark against your competition. Removing the barriers caused by your current management accounting techniques can provide huge rewards.
Expand Your Analytical Toolbox More Tools for Success
-
Virtual
4.00 Credits
Member Price: $129
Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review Ten Steps for keeping your financial toolbox full.
When Leadership Fails
-
Virtual
2.00 Credits
Member Price: $79
When the leadership in any organizations carries out their responsibilities of establishing, maintaining and monitoring internal controls, it significantly reduces the possibility of fraud occurring. When and if it does occur, a good system of internal controls will often detect it early on. This presentation is an illustration of what can happen when top management fails to carry out their responsibility of protecting an entity’s assets through a good system of internal controls.
1 Hour - Introduction to Sustainability Accounting
-
Virtual
1.00 Credits
Member Price: $39
Sustainability Accounting is now a recognized professional skill of increasing importance in larger organizations. It is the process of finding, measuring and managing the material metrics for sustainable performance and risk management. The goal is to bring these metrics into regular financial statements so leaders can act on them. This course teaches Sustainability Accounting basics with example from the restaurant industry. It is suitable for any professional or student who wants to learn fast about sustainability issues in specific industry sectors and how to integrate sustainability metrics into financial accounting and reporting.
5 Steps to Cultivate a Values-Based Approach to Governance
-
Virtual
1.20 Credits
Member Price: $39
Emerging from the pandemic is a workplace culture governed by values. Far from a soft approach, it can drive significant business results. Organizations that embrace an empathetic culture increase performance and decrease turnover, while their customers report a more positive experience. Additionally, being more “person-focused” strongly correlates with more effective ethics and compliance programs. These insights can provide a roadmap for the "new normal" as the world emerges from the crisis. How employees and management move forward from this experience will shape the workplace for decades to come.
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
-
Virtual
1.50 Credits
Member Price: $49
These are uncertain times. With constant economic fluctuation, geopolitical uncertainty and inflation pressures, corporations and their professionals are facing challenges at every turn. The Controllership function is accustomed to dealing with changing variables but when the change is constant and every evolving, even the simplest of tasks like cash flow and cash forecasting can become difficult. This webinar is to focus on what methods the controller can elicit to attempt to address the current uncertainty when working with their cash flow issues and forecasting. Of course, there are basic measures that can be employed such as: Proactively managing receivables and payables Automate your accounts payable and receivables process Keep business expenses at a minimum Work with digital methods of payment from vendors Use credit wisely However, this webinar will explore methods used to create and manage your cash flow and forecasting processes. These methods go one-step past your typical forecasting to enable management to explore various alternatives and scenarios for the business.
Aligning Analytics to COSO's Fraud Risk Management Principles
-
Virtual
1.00 Credits
Member Price: $39
In this course, participants will learn about the five principals of COSO's Fraud Risk Management Guide and the linkages each principal has to the use of forensic data analytics to measurably demonstrate effectiveness and ROI. We will also explore key elements to a successful program that is sustainable as well as pitfalls to avoid. Finally, we will cover several case studies that demonstrate the key concepts discussed.
Managing the Accounting Department
-
Virtual
4.00 Credits
Member Price: $129
Welcome to a management course that helps CFOs and Controllers lead the Accounting Department. It is essential that the Accounting Department have a Vision which is aligned with the Business goals. Controllers must also be comfortable with wearing multiple 'hats' in the business. The head of the Accounting Department must be skilled in a variety of leadership skills, technical skills, managerial skills and current management techniquest.