The Business and Industry Suite

Specialized CPE | Deep Savings

While nearly 8 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making.  The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand. This course is designed to explore current and ongoing issues, including the development of “soft skills,” that will have a substantial impact on the effectiveness of the financial professional in the workplace.

Part 1 of the series is focused on external factors impacting businesses, such as government deficits, regulatory issues, and international economic factors.

While nearly 8 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making. The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand.This course is designed to explore current and ongoing issues, including the development of “soft skills,” that will have a substantial impact on the effectiveness of the financial professional in the workplace.

Part 2 of the series is focused on internal factors impacting businesses, such as HR effectiveness, lean processes, and enterprise risk management.

While nearly 8 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making. The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand. This course is designed to explore current and ongoing issues, including the development of “soft skills,” that will have a substantial impact on the effectiveness of the financial professional in the workplace.

Part 3 of the series is focused on “soft skills” required by financial professionals, such as leadership development and effective negotiations and communications.

Get a comprehensive review of current accounting standards that impact practitioners in industry. Recent auditing pronouncements and related developments which affect CPAs in industry will be addressed. While the course will review many of the major pronouncements of the past ten years, coverage and emphasis will be customized to the interests of the participants. Choose the topics to be covered in this seminar based on your interests.

You know that strategy is important! According to a 2011 Deloitte survey, strategy setting has doubled in importance for CFOs. Yet 75% of CFOs indicate that their staff needs training to perform in a strategic role. So how do you change your focus from historical financial presentation to future strategic planning Get you and your team prepared for the challenges by learning how to analyze data, define decision-making options, present effectively, gain consensus, and develop action plan

The Business & Industry Conference is an annual event that provides content relevant to CPAs in the B&I sectors. It is a one day event featuring a new content theme every year to help your business…not just accounting.

Would you like to bring a colleague to this event? If you bring 1 additional person, call us to register them for $225!  Larger groups may qualify for a group discount, call us for more information. 

*If you choose to attend the simulcast, please note that only certain sessions will be offered in this format.*

In today’s fast-paced environment we are constantly being faced with ethical issues and dilemmas. It’s not only what we do that matters but how we do it is just as important. With the increasing popularity of social media and internet access, ethical missteps can become an instant public relations nightmare. Learn to think about ethics from a pro-active perspective to avoid becoming tomorrow’s top story. Using current case studies we will identify the ethical issues, develop alternate courses of action, and consider potential consequences of those actions.

Please note we have reached capactity for this in person event. If you click the simulcast button you can still watch the event remotely. We also are offering this Ethics course in person, during the afternoon as well.

Every professional will be affected by the many enhancements and features in the new Microsoft Office 2013 and 2016 programs. Excel analysis tools and presentation graphics are among the many updates.

This course will tell you what you need to know to migrate to Office 2013 or 2016. Special emphasis will be given to the new productivity features in Excel, Word, PowerPoint, Outlook and OneNote as they apply to CPAs. Participants will learn many time-saving tips and receive course take-away resources. (Format – “hands-on, instructor-led”)

The number of computers available for use is limited. Due to high registration numbers, we no longer have any available for use. However, you may bring your own laptop or you can attend the class without the computer, and participate in a regular lecture format. 

How do the leasing requirements in the new standard differ from current GAAP? This course addresses that question by examining the core principles of the new standard including identification, recognition, measurement, presentation and disclosure requirements. Examples are included to illustrate application of the new standard.

This course explains the lessee accounting model, including lease classification, amortization of the right-of-use asset, and interest on the lease liability. This course also explains the lessor accounting model, including transfer of risk, profit recognition, and collectability.

Additional topics include short-term leases, purchase options, variable lease payments, and sale and leaseback transactions.

The number of computers available for use is limited. Due to high registration numbers, we no longer have any available for use. However, you may bring your own laptop or you can attend the class without the computer, and participate in a regular lecture format. 

Most professionals are called upon to present information not only verbally but also with visual aids, handouts, and presentation software. Applying graphics to represent or enhance data can help you make a lasting impression on your audience. Whether you want to “wow” your audience and/or convey a serious message simply, this course will give you many examples of how to enhance your presentations in PowerPoint and Excel. You can choose from the right pre-designed graphic, diagram, or template or build your own. The content of this presentation applies to PowerPoint and Excel 2016/2013/2010/2007.

Participants will learn many timesaving tips and receive take-aways for after class use. Format:
Instructor-led hands-on computer training.

While nearly 8 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making.  The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand.  This course is designed to explore current and ongoing issues, including the development of “soft skills,” that will have a substantial impact on the effectiveness of the financial professional in the workplace.

        Part 1 of the series is focused on external factors impacting businesses, such as government deficits, regulatory issues, and international economic factors.

While nearly 8 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making.  The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand.  This course is designed to explore current and ongoing issues, including the development of “soft skills,” that will have a substantial impact on the effectiveness of the financial professional in the workplace.

           Part 2 of the series is focused on additional external factors impacting businesses, such as government deficits, regulatory issues, and international economic factors.

How do the leasing requirements in the new standard differ from current GAAP? This course addresses that question by focusing on the basic core principles of the new standard. Discussion includes basic identification, recognition, measurement, presentation and disclosure requirements. Case study exercises are included to illustrate application of the new standard. This course discusses the lessee accounting model, including lease classification, amortization of the right-of-use asset, and interest on the lease liability. This course also discusses the lessor accounting model, including profit recognition and collectability.

While nearly 8 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making.  The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand.  This course is designed to explore current and ongoing issues, including the development of “soft skills,” that will have a substantial impact on the effectiveness of the financial professional in the workplace.

      Part 4 of the series is focused on “soft skills” required by financial professionals, such as leadership development and effective negotiations and communications.

While nearly 8 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making.  The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand.  This course is designed to explore current and ongoing issues, including the development of “soft skills,” that will have a substantial impact on the effectiveness of the financial professional in the workplace.

           Part 3 of the series is focused on internal factors impacting businesses, such as HR effectiveness, lean processes, and enterprise risk management.

Will our profession succumb to automation and robots? IBM Watson is now replacing tax preparers at HR Block and auditors at KPMG. What about the Business & Industry and nonprofit CPAs? The ‘future ready’ CPA is aware, predictive and adaptive of major trends like technology, demographics, and regulations and standards. This session will cover our research on the top trends and how they are impacting CPA firms, auditors, CFOs, and CPAs of all levels.

While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, and to the public. This course will explore the basic tenants of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations.