When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners, this can...
This comprehensive course provides a timely update on key accounting and auditing developments affecting governmental entities, bringing together recent standard-setting, auditing, and compliance changes into a single, cohesive learning experience. Participants will begin with an update on major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105, along...
Be prepared to act quickly and confidently when a security incident impacts finance operations. This course provides a clear, finance-focused incident response checklist to help limit damage, meet reporting obligations, and support an effective recovery.
Learn how CPAs are using AI in everyday workflows while staying within professional and ethical boundaries. This session highlights practical use cases paired with clear guardrails to protect accuracy, confidentiality, and judgment. You'll leave with actionable ideas you can apply immediately and responsibly in your role.
Accounting spreadsheets frequently require more than a straightforward lookup or SUM formula. This session explores several approaches to complex problems, from retrieving the last matching record to target-matching with Solver and protecting important workbook work.This presentation answers the question:How can I choose Excel techniques for accounting problems that go beyond routine formulas?Topics typically covered:· Advanced...
Accounting estimates are an approximation of a monetary amount in the absence of a precise means of measurement. The risks of material misstatement for areas of estimation tend to be higher due to the dependence on future events and the intended actions of management. This module will discuss tips and techniques for gathering sufficient appropriate...
Learn how to use AI to generate clear meeting notes and actionable follow-ups without exposing sensitive information. This clinic focuses on safe prompting techniques that help capture decisions, responsibilities, and next steps accurately. You'll gain practical examples to streamline post-meeting work while maintaining professional and ethical standards.
Not-for-profit organizations encounter distinct accounting complexities. This course provides an introduction to the financial statements and specialized accounting principles relevant to nonprofits. Attendees will explore key topics such as net assets, agency transactions, contributions, and endowments, focusing on the unique transactions and account balances that define not-for-profit accounting.
Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when communicating with the client, and...
Reinforce learning and reduce risk by taking the right actions after a phishing simulation. This course outlines effective follow-up steps to address vulnerabilities, improve employee awareness, and strengthen your organization's overall security posture.
The role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market, how the...
Your analysis is sound. Your recommendation matters. How do you get others to act when they don’t report to you?For CPAs, CFOs, and accounting professionals, success often depends on securing support across departments, priorities, and personalities. Join Doug Van Dyke, CEO of Leadership Simplified, to discover practical ways to turn expertise into influence—and influence into...
Missed deadlines. Recurring errors. Disruptive behavior. The longer leaders avoid the conversation, the more likely these problems become the standard.Join Doug Van Dyke, CEO of Leadership Simplified, for a practical program designed to help CPAs, CFOs, and accounting professionals address difficult issues with clarity, confidence, and respect. Learn to separate observable facts from assumptions, explain...
Peak season is predictable. Perpetual overload shouldn’t be your operating model.For CPAs, CFOs, and accounting professionals, deadlines are relentless—and accuracy is nonnegotiable. How do you sustain exceptional results when your team’s capacity is stretched?Join Doug Van Dyke, CEO of Leadership Simplified, for a practical program on sustaining high performance without exhausting the people who deliver...
Different perspectives can strengthen a team. Generational labels can get in the way.For CPAs, CFOs, and accounting professionals, leading across age groups means navigating different approaches to communication, technology, career development, and client service. How do you turn those differences into better collaboration?Join Doug Van Dyke, CEO of Leadership Simplified, for a practical program that...
You wouldn’t run a finance function on good intentions alone. Your leadership deserves the same discipline.Join Doug Van Dyke, CEO of Leadership Simplified, for a practical program that helps CPAs, CFOs, and accounting professionals turn leadership principles into consistent daily practice. Build a rhythm for setting priorities, coaching employees, recognizing contributions, and reinforcing accountability—even when...
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