Business Management & Organization

You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Markowitz to Factor Investing. Using examples and practical applications, we will talk about how our modern notions of portfolio building have developed throughout history. Discussion Leader: David Peters

Through case studies and discussion, this course will explore what data analytics and big data is, how it is being used by companies, and how it could be used in the future. Participants will be given scenarios in which to think about the data available, and how it can be applied within specific company contexts. The focus of the course will be on how to approach big data, so that participants can better utilize the data available to them in their current working lives.  Discussion Leader: David Peters

Whether you are new to the risk management process or you are a seasoned pro, it always comes back to the fundamentals. Just like any other industry, insurance professionals have their own language. Through plain language and a commonsense approach, this course explores the steps involved in the risk management process, the elements of a good risk register, as well what sections make up a standard insurance policy. Whether you are an insurance professional trying to brush up or you are simply trying to better understand the terms in your insurance policy, this course provides a solid foundation for understanding risk management. Discussion Leader: David Peters

You send your client his company’s profit and loss statement and balance sheet each month. He probably looks at the bottom line of the P&L, and maybe looks at the month and year to date numbers. Then, the reports go in a file, forgotten.

What if you could make those financial statements “come alive”? What if you could show him what they are telling him about the financial condition of his company?

This session shows you how to do just that. See how AI can help you quickly and easily show your clients their financial health.
Discover the 14 trends that show your client what is happening financially with his business. Help your client spot impending cash flow issues, profitability issues, and more. Then you can give him suggestions to reverse the trends that are headed in the wrong direction.
Show your client his financial story in ways he can understand and take action. You’ll have a more satisfied, loyal client. Discussion Leader: Ruth King

Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, we will explore how to improve your company’s cash flow using analysis and financial theories in the context of real-world situations. Discussion Leader: David Peters

Part of being a CFO or Controller is protecting the assets of the organization and managing risk. While many financial leaders feel comfortable with the strategic aspect of this task, finding the right insurance coverages can leave one feeling out of their element.This course will focus on three common business policies – the package policy, the business & property policy, and the cyber policy. Through case studies and illustrative examples, we will explore what these policies cover, as well as what they don’t cover. We will also discuss how to have more productive conversations with outside insurance brokers. Discussion Leader: David Peters

Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company’s strengths and weaknesses are. However, financial statements can often have different messages depending on the user. Discussion Leader: David Peters

You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Markowitz to Factor Investing. Using examples and practical applications, we will talk about how our modern notions of portfolio building have developed throughout history. Discussion Leader: David Peters

Part of one’s duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain acompany’s competitive position in the industry.However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking, and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization. Discussion Leader: David Peters