| August 22, 2024 | 12:00 PM-1:00 PM EDT | | Harnessing Data for Enhanced Financial InsightDelve into the methodologies and tools essential for sourcing data and integrating it to derive meaningful business intelligence. HighlightsIn an era where data is king, the ability to retrieve and effectively utilize data can significantly enhance the quality of financial analysis and decision-making. This session will show you how to leverage data sets to gain a deeper understanding of financial information, enabling more informed strategic decisions and providing a competitive edge in the market. Benefits
- Recognize the significance of data in enhancing financial analysis and decision-making.
- Source and integrate data using appropriate methodologies and tools.
- Analyze data sets to extract meaningful business intelligence.
- Apply data-driven insights to support strategic decision-making in accounting.
- Utilize practical skills to maintain a competitive edge in the financial market.
Designed ForFinance executives and accountants View Full Event Details |
| August 27, 2024 | 9:00 AM-10:00 AM EDT | | Harnessing Data for Enhanced Financial InsightDelve into the methodologies and tools essential for sourcing data and integrating it to derive meaningful business intelligence. HighlightsIn an era where data is king, the ability to retrieve and effectively utilize data can significantly enhance the quality of financial analysis and decision-making. This session will show you how to leverage data sets to gain a deeper understanding of financial information, enabling more informed strategic decisions and providing a competitive edge in the market. Benefits
- Recognize the significance of data in enhancing financial analysis and decision-making.
- Source and integrate data using appropriate methodologies and tools.
- Analyze data sets to extract meaningful business intelligence.
- Apply data-driven insights to support strategic decision-making in accounting.
- Utilize practical skills to maintain a competitive edge in the financial market.
Designed ForFinance executives and accountants View Full Event Details |
| September 19, 2024 | 12:00 PM-1:00 PM EDT | | Budgeting: The Three-Statement ModelLearn the importance of having an annual budget model to forecast not only the income statement but also the balance sheet and the statement of cash flows. Highlights
- Recognize the various end users of a three-statement model.
- Identify and comprehend historical data analysis and its importance to the budgeting process.
- Establish methods that can be used to forecast future time periods.
- Integrate best practices into building a three-statement model.
Benefits
- Go beyond the traditional budgeting approach that focuses on historical actuals (hindsight) and become a strategic partner to the business.
- Provide insight into the financial health of the company and foresight into where the company is heading.
Designed ForAll accounting professionals View Full Event Details |
| September 24, 2024 | 9:00 AM-10:00 AM EDT | | Budgeting: The Three-Statement ModelLearn the importance of having an annual budget model to forecast not only the income statement but also the balance sheet and the statement of cash flows. Highlights
- Recognize the various end users of a three-statement model.
- Identify and comprehend historical data analysis and its importance to the budgeting process.
- Establish methods that can be used to forecast future time periods.
- Integrate best practices into building a three-statement model.
Benefits
- Go beyond the traditional budgeting approach that focuses on historical actuals (hindsight) and become a strategic partner to the business.
- Provide insight into the financial health of the company and foresight into where the company is heading.
Designed ForAll accounting professionals View Full Event Details |
| November 13, 2024 | 12:00 PM-1:00 PM EST | | Unleashing the Power of Generative AI in Finance and AccountingStep into the future and discover how to harness artificial intelligence (AI) tools like ChatGPT and others to revolutionize your workflow and enhance productivity in your daily routine. HighlightsThis course is a must-attend for finance and accounting professionals looking to stay ahead in a rapidly evolving technology landscape.
- Understanding Generative AI: Gain a solid foundation in what generative AI is, including an overview of primary GPT models and their applications in finance and accounting.
- Practical Applications: Learn how to incorporate AI tools into your workflow for tasks such as spreadsheet assistant, document creation and review assistant, and daily routine research.
- Actionable Tips and Tricks: Discover practical tips for using ChatGPT to create starter content, solve problems and enhance productivity.
- Ethical and Risk Considerations: Understand the limitations and ethical considerations of using AI in a professional context, ensuring responsible and effective implementation.
BenefitsLearn how to effectively integrate cutting-edge AI technologies into your daily operations to improve efficiency, reduce errors, and innovate you and your finance team’s workflow. Walk away with tips, tricks and practical application of AI tools. Designed ForCPAs, finance and accounting professionals View Full Event Details |
| November 22, 2024 | 12:00 PM-1:00 PM EST | | Unleashing the Power of Generative AI in Finance and AccountingStep into the future and discover how to harness artificial intelligence (AI) tools like ChatGPT and others to revolutionize your workflow and enhance productivity in your daily routine. HighlightsThis course is a must-attend for finance and accounting professionals looking to stay ahead in a rapidly evolving technology landscape.
- Understanding Generative AI: Gain a solid foundation in what generative AI is, including an overview of primary GPT models and their applications in finance and accounting.
- Practical Applications: Learn how to incorporate AI tools into your workflow for tasks such as spreadsheet assistant, document creation and review assistant, and daily routine research.
- Actionable Tips and Tricks: Discover practical tips for using ChatGPT to create starter content, solve problems and enhance productivity.
- Ethical and Risk Considerations: Understand the limitations and ethical considerations of using AI in a professional context, ensuring responsible and effective implementation.
BenefitsLearn how to effectively integrate cutting-edge AI technologies into your daily operations to improve efficiency, reduce errors, and innovate you and your finance team’s workflow. Walk away with tips, tricks and practical application of AI tools. Designed ForCPAs, finance and accounting professionals View Full Event Details |
| January 23, 2025 | 9:00 AM-12:00 PM EST | | Law School for Finance ExecutivesThis dynamic three-hour workshop will explore critical legal landscapes spanning HR and employment, tax insurance, strategic pre-transaction planning and vital cybersecurity and privacy protections. HighlightsTopics to be covered by our three-lawyer panel include:
- Managing employees in remote environments, and across state lines
- Key HR policies and strategies to update employee handbooks
- Updates on wage and hour laws, leave laws and restrictive covenants
- The ins and outs of tax insurance
- Structuring for pre-transaction planning and trust planning
- Contracts with service providers and the cyber and privacy protections you need when entrusting a third party with your data
BenefitsGain a deeper understanding of financial risks associated with employment, tax and technology privacy laws to minimize your company's risks and create a balanced and sustainable business strategy. Designed ForAccounting professionals who are responsible for the financial health and regulatory compliance of an organization. View Full Event Details |
| January 31, 2025 | 1:00 PM-4:00 PM EST | | Law School for Finance ExecutivesThis dynamic three-hour workshop will explore critical legal landscapes spanning HR and employment, tax insurance, strategic pre-transaction planning and vital cybersecurity and privacy protections. HighlightsTopics to be covered by our three-lawyer panel include:
- Managing employees in remote environments, and across state lines
- Key HR policies and strategies to update employee handbooks
- Updates on wage and hour laws, leave laws and restrictive covenants
- The ins and outs of tax insurance
- Structuring for pre-transaction planning and trust planning
- Contracts with service providers and the cyber and privacy protections you need when entrusting a third party with your data
BenefitsGain a deeper understanding of financial risks associated with employment, tax and technology privacy laws to minimize your company's risks and create a balanced and sustainable business strategy. Designed ForAccounting professionals who are responsible for the financial health and regulatory compliance of an organization. View Full Event Details |
| February 19, 2025 | 12:00 PM-1:00 PM EST | | Don’t Get Caught with Your SOX DownHelp your business units create stronger internal controls and find the root causes of their breakdowns. Highlights
- Root causes of internal control breakdowns
- How to prevent internal control breakdowns
- How to detect internal control breakdowns
- Remediating internal control breakdowns and who should perform the remediation
BenefitsLearn about the root causes of internal control breakdowns regardless of industry. Designed ForProfessionals involved in SOX compliance, internal auditors, business process owners and CPAs in public practice View Full Event Details |
| February 24, 2025 | 9:00 AM-10:00 AM EST | | Don’t Get Caught With Your SOX DownHelp your business units create stronger internal controls and find the root causes of their breakdowns. Highlights
- Root causes of internal control breakdowns
- How to prevent internal control breakdowns
- How to detect internal control breakdowns
- Remediating internal control breakdowns and who should perform the remediation
BenefitsLearn about the root causes of internal control breakdowns regardless of industry. Designed ForProfessionals involved in SOX compliance, internal auditors, business process owners and CPAs in public practice View Full Event Details |
| March 20, 2025 | 12:00 PM-1:00 PM EDT | | The Future of Finance |
| March 27, 2025 | 12:00 PM-1:00 PM EDT | | The Future of Finance |
| April 16, 2025 | 12:00 PM-1:00 PM EDT | | The CFO Agenda: What Top Finance Executives are Thinking – and DoingTake a deep dive into the issues that matter on the CFO agenda. This will include how CFOs responded to Deloitte’s most recent CFO Signals™ survey and discussion about their perspectives and outlook. HighlightsThe role of a CFO is not just about financial management. It often involves strategic planning, risk management, data analysis and stakeholder management. As CFOs’ roles continue to expand, they'll likely have to step outside their finance departments to effectively do their jobs. This can be attributed to issues that are both more complex and more interconnected than they have been in the past. This program will take a look at how the macro-factors of capital markets, geopolitics, demographics, technology and the environment are shaping the CFO's job on the ground. Benefits
- Gain a comprehensive understanding of the CFO's role and responsibilities within an organization.
- Stay up to date on the latest trends and challenges facing CFOs.
Designed ForFinance executives View Full Event Details |
| April 23, 2025 | 12:00 AM-11:00 AM EDT | | The CFO Agenda: What Top Finance Executives are Thinking – and DoingTake a deep dive into the issues that matter on the CFO agenda. This will include how CFOs responded to Deloitte’s most recent CFO Signals™ survey and discussion about their perspectives and outlook. HighlightsThe role of a CFO is not just about financial management. It often involves strategic planning, risk management, data analysis and stakeholder management. As CFOs’ roles continue to expand, they'll likely have to step outside their finance departments to effectively do their jobs. This can be attributed to issues that are both more complex and more interconnected than they have been in the past. This program will take a look at how the macro-factors of capital markets, geopolitics, demographics, technology and the environment are shaping the CFO's job on the ground. Benefits
- Gain a comprehensive understanding of the CFO's role and responsibilities within an organization.
- Stay up to date on the latest trends and challenges facing CFOs.
Designed ForFinance executives View Full Event Details |
| May 6, 2025 | 12:00 PM-1:00 PM EDT | | Automating Financial Planning and Analysis |
| May 13, 2025 | 12:00 PM-1:00 PM EDT | | Automating Financial Planning and Analysis |