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Date / Time / Location

Tuesday, March 27, 2018
8:30 AM - 4:30 PM
Registration: 8:00 AM

NJCPA Education Center425 Eagle Rock Avenue,
Roseland, NJ 07068

CPE Credits

  • 8.00 CPE Credits in MT


  • $399.00 - Non Member
  • $299.00 - Member

AICPA members receive a discount of $30 for this event.

Course Developer

Also Available On

Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems. Discuss leading-edge topics in managerial accounting and finance in a session that is packed with useful tips and practical guidance that you can apply immediately.

Designed For

CFOs, controllers, treasurers and other financial managers.


  • Identify current issues that impact the financial stability of your organization
  • Determine major trends in accounting, corporate finance, treasury management and business systems
  • Identify the importance of a sales strategy and best practices to manage working capital
  • Use new tools for business planning, forecasting, budgeting, and reporting


  • Leading-edge financial management tools and techniques
  • Excel tips and techniques
  • Human resource trends, ethics, generational differences, and emotional intelligence
  • New issues in treasury management and controllership
  • Current trends in information systems and technology and developing staff to increase productivity and profitability
  • Accounting as a complement to the sales function


Management experience in accounting, finance, or operations.

Advance Preparation


Additional Notes

  • *AICPA members deduct an additional $30 from applicable.

NJCPA Goes Green - Registrants Save $20
New for 2018, course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received.

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Lawrence Isaac

Lawrence S. Isaac, CPA, CGMA, CITP CBM, M.B.A.
Accountant, Consultant, and Educator
AICPA/Professional Development Institute

Lawrence S. Isaac, CPA, CGMA, CITP, CBM, MBA Brooklyn, NY Larry has a successful background in financial reporting, consulting, cash management, forecasting, budgeting, customer contract, revenue analysis, internal audit and external audit. He is also an accounting instructor with expertise in teaching, course development/review in the areas of: financial statement analysis, financial and management accounting, budgeting, forecasting, and auditing. Larry received his Master of Business Administration, with his concentration in Management from Bentley University, Waltham, MA and his Bachelor of Science, with concentration in Accounting from Boston University School of Management. Larry has the following special skills: Access, Adobe, ADP, AmiPro, BAT21, Blackboard, CARI, Ceridian, CODA, Epson Smart-Link, Excel, FRX Report Writer, Imprest, KRONOS, Lawson, Lotus, Lotus Notes, MAS 500, Oracle, Outlook, Paychex, Peachtree, PowerPoint, ProSystem FX, Q-Calc, QuickBooks, ROSS, Solomon, Turbo Tax, Word, WordPerfect and he has the following affiliations: Advisor, Council of Accounting Advisors; Advisor, Guide point, Global Advisors; Member, Blue Chip Expert Society of Industry Leaders; Member, Cambridge Who’s Who; Member, KPMG Institute Network; Member, BOARDPROSPECTS; Instructor and Course Reviewer, American Institute of Certified Public Accountants; Course Reviewer, Ultimate CPE; Webinar Developer and Instructor, FOXMOOR Continuing Education; Webinar Developer and Instructor, MIS Training Institute; Member, New York Society of Certified Public Accountants; Member, Massachusetts Society of Certified Public Accountants; Member, Institute of Internal Auditors; Member, Association of Professionals in Business Management; Diplomate, American Board of Forensic Accounting.

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