Business Management & Organization

What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples, in an effort to see what makes up an investment’s price. Discussion Leader: David Peters

Our profession is evolving. Now is the time to future-proof your firm and your career. Leverage business advisory services to create new revenue streams and join us as we take you through what business advisory services are. Transform your practice by offering client-centered services becoming their MOST trusted business advisor.

John Mannick introduces business advisory services, a holistic approach to working with clients that includes client advisory services. He emphasizes the importance of understanding the differences between client advisory and business advisory, emphasizing that business advisory focuses on long-term relationships with clients, setting goals and working towards them, while consulting focuses on solving specific problems within the organization. He highlights the benefits of adding business advisory to CPA firms, such as enhanced perception of value and higher rates than traditional compliance services. The team discusses the need for a repeatable process for implementing client advisory, focusing on open conversations with key leadership and prioritizing actionable steps. They also explore the potential for using dashboards and AI analytics to improve performance review and improve financial and non-financial metrics for clients. Discussion Leader: John Minnich

If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less than perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them. Discussion Leader: David Peters

Employee performance reviews can be crucial to an organization’s ability to build relationships and motivate and enhance the performance of its workforce. When done well, a review can influence an employee’s sense of loyalty and desire to succeed. Discussion Leaders: Chelsey Evans and Lisa Reyes

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 broker s.

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 a company’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.

Businesses are experiencing constant change and increasingly recognizing that what happened last year may not have as much relevance to decisions they’re making now. In an ever-changing business landscape, it’s important to position yourself as true business partner in your C-suite. As the CFO role continues to evolve, we will share best practice tips on business strategy including business performance resources such as strategy pyramids, strategy maps, and balanced scorecards. We’ll also cover business leadership including ways to develop a broader skillset. Discussion Leader: John Minnich

Captive Insurance has been utilized by Fortune 500 Companies for decades and is no longer just for big businesses. Thousands of small to mid-sized businesses enjoy the benefits of owning a Captive Insurance Company. This presentation provides practical Captive information useful for CFOs, Controllers, CPAs in public accounting and their clients.

Improving financial results begins by choosing the right key performance indicators. After all, what gets measured gets managed. But with so much data available, how do finance leaders decide which KPIs to track?

In this course we will explore “The Great Resignation” and discuss whether it is a temporary phenomenon or the new labor market. As a manager, are you feeling frustrated by the changes the pandemic has brought to the workforce? Is there a new social contract between employer and employee? How is leadership responding to the changing mindset of what it means to work? Learn techniques that might help to transform your company’s hiring strategies. Discussion Leader: Ramona Farrell, Leslie Hayes, and Kamber Parker