Business Management & Organization

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

The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value. Discussion Leader: David Peters

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.