CPE Catalog & Events

Do you get bored with similar rubrics’ cube COSO risk model courses?  They are important and great, but this course is intended to offer a fresh approach on the view of risk using the dynamic landscape of modern business; CFOs are charged with navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower finance professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, we will be exposed to avoidable and onerous risk. Essential for leaders and organizations that want to survive and thrive. This seminar stands on its own but is also part of the Common Sense CFO series.

We mostly focus on the income statement, but what about other financial statements and countless other accounting concerns?  This seminar is dedicated to breaking down common balance sheet issues, both on-the-books and off, that have an impact on our stakeholders and the value of the organization.  Using practical analysis, we highlight several key tools in understanding and communicating the importance of the forgotten cornerstone of accounting: the balance sheet. Most notably, we dedicate time to the pressing issue of “unrecorded assets”.  This session is designed to also be fun and entertaining. This seminar stands on its own but is also part of the Common Sense CFO series.

Some believe that diversification is a proven method to reduce risk, but - does diversification actually increase risk? The intention for diversification is critical. Most organizations misuse diversification and the blunders have been staggering. What lessons can we learn? How can diversification be implemented to achieve the intended goals? One key is to use a holistic approach, which we will elaborate and explain. Only then will diversification be advantageous. Leaders, the Board, auditors and team members must be aware of the myriad issues of diversification. Done right - diversification is a boon. We will explain what to do, how to do it properly, and what not to do!

Data alone doesn't drive decisions, stories do. Financial professionals must go beyond spreadsheets and craft compelling financial narratives that engage boards, CEOs, and team members. Using real-world examples, we'll demonstrate how to frame financial results within a broader business story, drawing insights and communicating tangible meaning instead of just displaying boring numbers. Learn how to shift from "presenting financials" to telling a story that aligns with strategic goals, inspires confidence, and drives action. This session equips attendees with the tools to turn financial statements into strategic storytelling assets. Our clients do not recall numbers, but they do remember stories. Stories are memorable, we will show you how to use them.

In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.

*** Use BUNDLE15 to save 15% off when you register for two or more in the Corporate Finance Series *** This four-hour session equips finance and business leaders with a pragmatic and structured approach to strategy and strategic planning in environments defined by volatility, shifting economic conditions, and incomplete information. The goal is to enhance your ability to craft a viable strategy, align stakeholders, make informed choices, and position the future state of your organization to outperform. Grounded in real-world executive decision-making, this course blends strategic thinking with operational discipline. You will learn how to frame strategic questions, assess options with confidence, mobilize teams, and execute with clarity. The focus is on providing tools and frameworks that better support decision making, prioritization, and enable you to create long-term value in a fast-changing business environment.

Internal controls don't have to be complicated, but they must be effective and intentional. In many organizations, especially small to mid-sized ones, internal controls are informal or incomplete, exposing teams to unnecessary risk. This discussion helps finance and accounting professionals understand what internal controls really are, why they matter, and how to build systems that actually work without overwhelming your people or processes. We'll discuss how to design, implement, and monitor core controls across financial reporting, operations, and compliance, using real-world examples that scale to fit your organization. Whether you're starting from scratch or tightening what's already there, this seminar will help you put the right checks and balances in place to protect your resources, your people, and your reputation.

In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.

We mostly focus on the income statement, but what about other financial statements and countless other accounting concerns?  This seminar is dedicated to breaking down common balance sheet issues, both on-the-books and off, that have an impact on our stakeholders and the value of the organization.  Using practical analysis, we highlight several key tools in understanding and communicating the importance of the forgotten cornerstone of accounting: the balance sheet. Most notably, we dedicate time to the pressing issue of “unrecorded assets”.  This session is designed to also be fun and entertaining. This seminar stands on its own but is also part of the Common Sense CFO series.

Do you get bored with similar rubrics’ cube COSO risk model courses?  They are important and great, but this course is intended to offer a fresh approach on the view of risk using the dynamic landscape of modern business; CFOs are charged with navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower finance professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, we will be exposed to avoidable and onerous risk. Essential for leaders and organizations that want to survive and thrive. This seminar stands on its own but is also part of the Common Sense CFO series.

The most essential challenge for any organization is to raise capital. No financing means no employees, no internet, and no bank account, meaning there is no organization. Raising financing provides the lifeblood, a must-do for every CEO and CFO. How do you raise funds to finance an organization? What are the alternatives in addition to debt or equity? What are the pros and cons of each? We will discuss what to do and how to do it in detail. It is vital to accept that those who consider investing their money want something in return. The riskier the investment, the higher the cost. To be successful at raising financing, you must plan extensively, have multiple alternatives, and consider the transaction from the investor's perspective. Raising financing is a challenge, but we will show you how to assess the alternatives to suit the individual organization. Raising capital is tricky and grueling, but we will show you a proven process. Whether you are the CEO, CFO, Board member, accountant, consultant, or advisor, this seminar will help you understand what to consider when raising financing and how to do it.

Do you get bored with similar rubrics’ cube COSO risk model courses?  They are important and great, but this course is intended to offer a fresh approach on the view of risk using the dynamic landscape of modern business; CFOs are charged with navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower finance professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, we will be exposed to avoidable and onerous risk. Essential for leaders and organizations that want to survive and thrive. This seminar stands on its own but is also part of the Common Sense CFO series.

We mostly focus on the income statement, but what about other financial statements and countless other accounting concerns?  This seminar is dedicated to breaking down common balance sheet issues, both on-the-books and off, that have an impact on our stakeholders and the value of the organization.  Using practical analysis, we highlight several key tools in understanding and communicating the importance of the forgotten cornerstone of accounting: the balance sheet. Most notably, we dedicate time to the pressing issue of “unrecorded assets”.  This session is designed to also be fun and entertaining. This seminar stands on its own but is also part of the Common Sense CFO series.

Organizations that execute a wise strategy succeed; others are executed in the market. Many organizations invest significant time in strategic planning but fall short when it comes to execution. According to McKinsey, most fail to properly execute their strategy. This session explores the critical transition from strategy to performance while challenging outdated planning models and myths. We often don't think of strategy in the same context of longer-term organizational projects, like ERP transitions or risk management. Why should you consider "killing" your current plan and building a new plan centered around financial performance? We'll dive into the reasons strategies fail, uncover the practical tools for bridging the planning-performance gap, and explore how strong financial integration enables strategy to succeed. We will review what works and what must be stopped immediately.

Humans are hard-wired to fear uncertainty, but we can learn from the ambiguity that is common today. The upside of uncertainty is that it is the gateway to new possibilities, including new tools. The analytical tools we currently use were designed for the physical world, but today we live in a data-driven digital world, especially for those in the service economy. What are the best tools to deal with unknowns and ambiguity in today's environment? We will show you how to use the right tools in the proper manner.

*** Use BUNDLE15 to save 15% off when you register for two or more in the Corporate Finance Series *** The Rise of the Fractional CFO – Rethinking Finance Leadership examines how rapid technological change, automation, and artificial intelligence are redefining the role of finance professionals. As traditional corporate finance opportunities evolve, new models of flexible and strategic leadership are emerging to serve the growing small and midsize business (SMB) sector.This course introduces participants to the Fractional CFO model — an innovative approach that enables experienced finance professionals to provide high-value strategic services across multiple organizations. Through case studies and structured discussion, participants will explore the competencies, technologies, and business practices required to succeed in this evolving professional landscape.

Do you truly feel qualified to manage HR? Leaders are increasingly responsible for the human resources function, despite limited formal training in people management. This seminar explores how to account for people as a valued asset rather than an expense. Managing the costs, trends, and risks associated with today's ever-changing workforce has changed. From recruiting and retention, to engagement and compensation alternatives. The modern finance leader must understand how employee-related decisions drive both performance and profitability. This session will examine the financial implications of HR trends, workforce planning, and the evolving role of talent strategy. We'll also explore how to influence investments in people through accounting and reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you?

We mostly focus on the income statement, but what about other financial statements and countless other accounting concerns?  This seminar is dedicated to breaking down common balance sheet issues, both on-the-books and off, that have an impact on our stakeholders and the value of the organization.  Using practical analysis, we highlight several key tools in understanding and communicating the importance of the forgotten cornerstone of accounting: the balance sheet. Most notably, we dedicate time to the pressing issue of “unrecorded assets”.  This session is designed to also be fun and entertaining. This seminar stands on its own but is also part of the Common Sense CFO series.

Do you get bored with similar rubrics’ cube COSO risk model courses?  They are important and great, but this course is intended to offer a fresh approach on the view of risk using the dynamic landscape of modern business; CFOs are charged with navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower finance professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, we will be exposed to avoidable and onerous risk. Essential for leaders and organizations that want to survive and thrive. This seminar stands on its own but is also part of the Common Sense CFO series.

In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.