Business Management & Organization

Through case studies and discussion, this course will explore what data analytics is and how to approach it. 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, data analytics, and data integrity, so that participants can better utilize the data available to them in their current working lives. Discussion Leader: David Peters

Gone are the days in which the CFO was just in charge of keeping the books. Today’s CFOs are involved in all parts of a company’s operations. Utilizing case studies, research, and discussion questions, this course will explore how to look at topics such as picking out the best retirement plan, managing remote employees, strategic forecasting, and managing the budgeting process through the lens of a CFO. Discussion Leader: David Peters

Crafting an effective marketing description for CPAs targeting the industry and manufacturing sector requires a focus on key industry needs and the unique value proposition your services bring. Discussion Leader: Ivan E. Chirolla

In this updated presentation, Rob Ferrini will bring his experience counseling clients to discuss how to best protect your organization’s brand, value, and assets in the face of a challenging insurance market, ever-growing attacks of accounting firms, and increasing cyber security requirements. He will also provide practical steps your firm can take to reduce risk and qualify for Cyber Liability coverage at a reasonable price. Discussion Leaders: Rob Ferrini and Stephen Vono

In this presentation, we will discuss new and emerging exposures with risk management tools and procedures to help minimize the risk of doing business in today’s business climate. Topics will include ongoing issues around the current pandemic, Employee Retention Credit, Restaurant Revitalization Program, and other topics. Discussion Leader: John F. Raspante

With the commercial insurance market constantly evolving, understanding the latest trends and forecasts is crucial for making informed decisions. This webinar will not only provide an update on the current state of the commercial market across various lines of insurance but will also introduce innovative cost-saving opportunities. Specifically, the presentation on group self-insurance captives will highlight how they can offer long-term financial stability and savings, presenting a potentially valuable strategy for many businesses. Highlights include medical stop-loss, property, workers compensation, and professional & general liability insurance.

Moreover, the webinar will share best practices and practical tips for preparing for insurance renewals. This guidance can be invaluable in ensuring that you are well-prepared, potentially leading to more favorable terms and conditions in your insurance arrangements. This webinar offers critical insights and strategies that can help optimize your insurance portfolio and contribute to your organization’s overall financial health.
Discussion Leader: Adam Allen and William Render

Female CFOs have made great strides in recent years and are even expected to exceed 50% representation in the next 10 years. As the CFO role has continued to push for a strategic mindset, female CFOs have stood out by developing and honing communication skills, adapting to both organizational and technological changes, and driving empathic leadership.

Join this session to learn more about the skills that set female leaders apart and how they are specifically suited to success in the CFO role and beyond. Discussion Leaders: Diane Gardner, Jessica McClain, Lori Palmer, and Janice Stucke

Financial statements are a window into what is going on in the day-today 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