Corporate Finance CPE Pass: Insights for Today’s CPAs in Business

Delve into the methodologies and tools essential for sourcing data and integrating it to derive meaningful business intelligence.

Highlights

In 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 For

Finance executives and accountants

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Delve into the methodologies and tools essential for sourcing data and integrating it to derive meaningful business intelligence.

Highlights

In 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 For

Finance executives and accountants

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Learn 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 For

All accounting professionals

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Learn 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 For

All accounting professionals

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Step 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.

Highlights

This 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.

Benefits

Learn 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 For

CPAs, finance and accounting professionals

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Step 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.

Highlights

This 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.

Benefits

Learn 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 For

CPAs, finance and accounting professionals

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This 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.

Highlights

Topics 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

Benefits

Gain 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 For

Accounting professionals who are responsible for the financial health and regulatory compliance of an organization.

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This 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.

Highlights

Topics 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

Benefits

Gain 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 For

Accounting professionals who are responsible for the financial health and regulatory compliance of an organization.

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Help 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

Benefits

Learn about the root causes of internal control breakdowns regardless of industry.

Designed For

Professionals involved in SOX compliance, internal auditors, business process owners and CPAs in public practice

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Help 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

Benefits

Learn about the root causes of internal control breakdowns regardless of industry.

Designed For

Professionals involved in SOX compliance, internal auditors, business process owners and CPAs in public practice

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In this interactive session, representatives of the AICPA & CIMA’s Future of Finance Group will present an outside-in perspective on the latest trends impacting finance and accounting teams. They will explore the evolving roles of these professionals, highlighting the shift towards becoming finance business partners and co-pilots to the business.

Highlights

The AICPA & CIMA’s Future of Finance Group is made up of CFOs and leaders from a range of companies – from Fortune 100 to middle market. It is charged with transforming the profession in its broadest context and re-imagining the finance function of the future.

This webinar will help boost your ability to:

• Understand key insights from the Future of Finance Group's research ranging from cost effectiveness and digital acceleration to thinking differently about talent and upskilling.
• Identify areas to improve skills and competencies to become a valued partner to your business and move toward the role of ‘Chief Future Officer’
• Recognize how to create new approaches and solutions for talent management in finance; position yourself and your organizations for success in the current and future business environment; and be able to develop a talent game plan to align with changing business needs.

Benefits

Receive recommendations for growing your organization and increasing the value of your role in finance and accounting.

Designed For

All professionals in corporate accounting

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In this interactive session, representatives of the AICPA & CIMA’s Future of Finance Group will present an outside-in perspective on the latest trends impacting finance and accounting teams. They will explore the evolving roles of these professionals, highlighting the shift towards becoming finance business partners and co-pilots to the business.

Highlights

The AICPA & CIMA’s Future of Finance Group is made up of CFOs and leaders from a range of companies – from Fortune 100 to middle market. It is charged with transforming the profession in its broadest context and re-imagining the finance function of the future.

This webinar will help boost your ability to:

• Understand key insights from the Future of Finance Group's research ranging from cost effectiveness and digital acceleration to thinking differently about talent and upskilling.
• Identify areas to improve skills and competencies to become a valued partner to your business and move toward the role of ‘Chief Future Officer’
• Recognize how to create new approaches and solutions for talent management in finance; position yourself and your organizations for success in the current and future business environment; and be able to develop a talent game plan to align with changing business needs.

Benefits

Receive recommendations for growing your organization and increasing the value of your role in finance and accounting.

Designed For

All professionals in corporate accounting

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Take 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.

Highlights

The 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 For

Finance executives

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Take 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.

Highlights

The 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 For

Finance executives

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Highlights

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Highlights

Coming soon

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