Total Credits: 8 including 6 Accounting - Technical, 2 Information Technology - Technical
Is getting your required CPE every year a struggle because of distance or scheduling constraints? Executive Education’s Virtual CFO Series allows you to get an entire year’s worth of CPE from the convenience of your home or office with a time commitment of just 100 minutes per week on Friday mornings.
This classroom will include the following 4 courses:
Data Analysis and Management
September 28, 2018 9 am CST
Studying financial results can tell us what business activities need improvement, but often leaves little insight into how to improve. To improve our organization's bottom line, we must learn ways to increase revenue or decrease cost. This comes from gaining new insights about customers, products and processes. Learn more about how to gather, analyze and interpret non-financial data.
Develop Your Company's Scorecard: Keep Success on Track
October 5, 2018 9 am CST
An introduction and overview of the Balanced Scorecard aimed at executives and financial managers who want or need to understand the principles of the Balanced Scorecard and how it works in practical terms.
The Rittenhouse Rankings: Cut through Financial Reporting’s FOG
October 12, 2018 9 am CST
Accountants tend to be more interested in financial statements and footnotes than the CEO letter which accompanies the financial statements. We like quantifiable facts and data. Management’s discussion of results, on the other hand, is “squishy,” intangible and, arguably, not measurable. In this seminar we will learn how to analyze management’s discussion of results to predict the organization’s long-term success or failure.
Laura Rittenhouse developed a methodology called Rittenhouse Rankings in which she reviews all shareholder correspondence and annual reports from 100 companies. She looks for the difference between candor and quantifiable objectives in this correspondence vs. FOG, Fact-deficient, Obfuscating Generalities such as clichés, jargon, hyperbole and weasel words. The result is a “candor score” for each of the 100 company reports she analyzes annually. She then correlates the candor scores with share performance. Her methodology predicted the collapse of both Enron and the fall of Lehman Brothers. Trust is the foundation for long-term business success. Candor is the language of leaders who choose to be trusted.
Measuring and Reporting on Sustainability
October 19, 2018 9 am CST
Accountants are ideally suited to measure sustainability efforts because we collect and analyze our organizations’ information. Until we can adequately measure sustainability efforts and their returns in terms of time and money, many businesses will not fully embrace sustainability. Accountants should lead efforts to report on sustainability because we have the experience and knowledge to create clear, concise and informative documents. This session reviews the challenges in measuring and reporting sustainability efforts, discusses current best practices and provides thoughts about the future of sustainability measurement and reporting.
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase |
John F. Levy, MBA, CPA, is the CEO of Board Advisory Services, a consulting firm that assists public companies, or companies aspiring to be public, with corporate governance, compliance, financial reporting and financial strategies. He has nine years of experience with three large, national accounting firms and has served as CFO of both public and private companies. John currently serves on the Board of Directors of three public companies, including as vice-chairman of one company and audit committee chair of another. He graduated from the University of Pennsylvania's Wharton School of Business.
Dan Chenoweth, MBA, CPA, helps clients take their strategy to the bottom line through rigorous project management and change management techniques. He has held executive level positions in general management, accounting and finance in a number of industries including telecommunications, printing and publishing, heavy equipment manufacturing and apparel manufacturing. Dan lives in Loveland, Colorado and is a former Colorado Society of CPAs board member.
John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development. He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal. John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer. He is the author of "Pricing for Profitability", published by Wiley and Sons and a novel, "Tool & Die".
Jay Giannantonio is a management consultant with over 30 years of experience specializing in finance transformation, internal audit, fraud, risk management, process improvement and Sarbanes-Oxley compliance issues. His professional experience includes long stays at PwC/Coopers & Lybrand, Verizon/Bell Atlantic and KPMG Consulting. Most recently, he was Vice President – Internal Audit for a $1B commercial equipment rental and sales company. Jay lives in Boca Raton, Florida.
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Availability | Module Title | Credits | Course Type | Duration | Course Details | ||||||||||||||||||||||||||||||||||||||||||||
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Sep 28, 2018 @ 10:00 AM (EDT) |
Data Analysis and Management
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Total Credits: 2 including 2 Information Technology - Technical | Live Webcast Replay | 2 Hours | More info » | ||||||||||||||||||||||||||||||||||||||||||||
Oct 05, 2018 @ 10:00 AM (EDT) |
Develop Your Company's Scorecard: Keep Success on Track
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Total Credits: 2 including 2 Accounting - Technical | Live Webcast Replay | 2 Hours | More info » | ||||||||||||||||||||||||||||||||||||||||||||
Oct 12, 2018 @ 10:00 AM (EDT) |
The Rittenhouse Rankings: Cut through Financial Reporting’s FOG
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Total Credits: 2 including 2 Accounting - Technical | Live Webcast Replay | 2 Hours | More info » | ||||||||||||||||||||||||||||||||||||||||||||
Oct 19, 2018 @ 10:00 AM (EDT) |
Measuring and Reporting on Sustainability
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Total Credits: 2 including 2 Accounting - Technical | Live Webcast Replay | 2 Hours | More info » | ||||||||||||||||||||||||||||||||||||||||||||
Total Classroom CE Credits Information |