business learning institute course listing by topic · 2020-05-05 · psbliao the anticipatory...

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BUSINESS LEARNING INSTITUTE

Course Listing by Topic

The Business Learning Institute is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

The Business Learning Institute (BLI) exists to help you chart your course for success.We are the strategic learning partner and talent management consultancy for professional organizations worldwide. BLI facilitates the rapid development and sharing of the competencies and strategic knowledge required to lead and succeed in today’s ever-changing business environment.

BLI’s competency-based curriculum, courses, content, and community maximize career trajectories and prepare forward-thinking professionals for the journey to come.

Accounting

Anticipatory Skills

Artificial Intelligence

Audit

Big Data

Blockchain

Business Development

Business Law

Business Management

Business Valuation

Business Writing

Cannabis Accounting

Career

Cash Flow

Cash Management

Change Management

Client Advisory Services

Coaching & Counseling

Collaboration

Communication Skills/ Communication

Conflict Management

Consulting

Controllership

Corporate Finance

COSO

Cost / Managerial Accounting

Creative Thinking

Culture

Customer Service

Cybersecurity

Data Analytics

Delegation

Diversity and Inclusion

Economics

Emotional Intelligence

Ethics – Behavioral

Ethics – Regulatory

Etiquette

Facilitation

Finance

Financial Analysis

Financial Knowledge for Non–Accountants

Financial Management

Financial Reporting

Forecasting

Fraud

Generational issues

Governance

Health Care

IFRS

Information Technology

Internal Control

Leadership

Lean Accounting

Management

Marketing

Meetings

Negotiation

Performance Management

Personal Development

Personality Styles

Personnel/HR

Presentation Skills

Problem Solving

Project Management

Public Speaking

Revenue Recognition

Risk Management

Software – Excel

Software – Windows

Strategic / Business Planning

Strategic & Critical Thinking

Sustainability

Tax

Team Building

Time Management

Trust

Unconscious Bias

Wellness

Women’s Issues

XBRL

Yellow Book

KEYAvailable Formats

SEMINAR | WEBCAST | ON-DEMAND

BUSINESS LEARNING INSTITUTE

COURSE TOPICS

COURSE ID FORMAT COURSE NAME INSTRUCTOR

4 Each BLI course can be custom tailored for your organization.

ACCOUNTING

BUSCOMBA Practical Guide to Business Combination Standards: Coming to Terms with FASB Statements 141,142 &146 (ASC 805)

Ray Thompson

AABUFF A&A Buffet: Build Your Own Accounting and Auditing Course Jennifer Louis

THAAA&A Executive Summary Update – Highlights of the Most Critical Current Issues and Changes

Jennifer Louis

RIGP A&A Update for Small-or Mid-Size Private Companies Jennifer Louis

PAANFPA&A Update for Nonprofits: Practical Insights into the Latest Accounting, and Auditing Issues Relevant to Nonprofit Entities

Jennifer Louis

PAAU A&A Update: Highlights of the Latest Accounting, and Auditing Issues Jennifer Louis

BC-ABCSABCs of Blockchain – Beyond the Hype; the Basics of What Business Needs to Know

Sean Stein Smith

PAFRUAccounting & Financial Reporting Update: Highlights of the Latest Financial Statement Issues

Jennifer Louis

PAAA Accounting and Auditing Current Developments (Accounting Update) Ray Thompson

PAFRNPAccounting and Financial Reporting Update for Nonprofits: Practical Insights in Current Financial Statement Issues Relevant to NP Entities

Jennifer Louis

ACMAccounting Considerations for Mergers and Acquisitions, Including Business Combinations

Thomas Selling

EQUI Accounting for Equity Investments Jennifer Louis

AIOPS Accounting for International Operations Thomas Selling

AA6PACK Accounting Six Pack: You Get to Choose Ray Thompson

SUNAccounting Standards Review for Controllers and Finance Professionals (Latest Edition)

Ray Thompson

MABC Accounting, Tax and Business Considerations of M&A Transactions Art Flach

ABCCDM Activity Based Costing for Critical Decision Making Frank Ryan

FRFSMEAICPA Financial Reporting Framework for SMEs and Special Purpose Framework

Salvatore Collemi

MCAPAnalytical Procedures – The Most Common Analytics Used to Interpret Financial Statement Results

Jennifer Louis

AUECS Annual Update of Essential Controller Skills Frank Ryan

AUCC Annual Update of Essential Information for Controllers and CFO’s Frank Ryan

BLOBig GAAP, Little GAAP and AICPA’s Framework for SMEs Compared What Direction Should we take w/ Financial Reporting

Ray Thompson

BC-NSA Blockchain – Next Step Applications for CPAs and Business Professionals Sean Stein Smith

BC-GOVT Blockchain Technology and Governmental Accounting Sean Stein Smith

BCAG Business Combination Accounting, Including Goodwill Jennifer Louis

CANSTATECannabis Comes to [X State]: Legal, Regulatory and Compliance Considerations

Emily Burns


5For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND

ACCOUNTING, CONTINUED

CANNBLAW Cannabis Law Primer: CPA, Accounting and Finance Edition Emily Burns

CTBA Cash and Tax Basis Accounting: A Practical Guide Ray Thompson

CA-ACANA Color Accounting: Accounting Comes Alive for Non-Accountants Rebekah Brown, Peter Margaritis

CA-CWCColor Accounting: Communicating with Clients – So that’s what they’re not getting!

Rebekah Brown, Peter Margaritis

CYBERCPA Cybersecurity & Privacy: Regulatory and Reporting Issues for CPAs Ray Thompson

DEBT Debt: Accounting and Financial Reporting,Risks Jennifer Louis

HEDGE Derivatives and Hedge Accounting: The Essentials Thomas Selling

MINISUM Dr. Ray’s Mini Summit for Accountants, Controllers and Finance Professionals Ray Thompson

KNOWACCT Everything You Wanted to Know About Accounting, But Were Afraid to Ask Peter Margaritis

FSU FASB / SAS Update (Latest Edition) (Accounting Update) Ray Thompson

TTRRLFIFASB’s Triple Threat: Practical Responses to the New Standards for Revenue Recognition, Leases and Financial Instruments

Ray Thompson

FSDC Financial Statement Disclosures Common to Private Entities Jennifer Louis

GASBLGASB 87: Implementing the New Lease Accounting Standard in Governmental Entities

Ray Thompson

RGCDGoing Concern Disclosure Requirements Evaluating the Impact on Preparing Financial Statements, Compilations, Reviews and Audits

Jennifer Louis

CS-GCCCP Good Customer Criteria and the Credit Process Frank Ryan, Matt Ryan

HTAA Hot Topics in Accounting and Financial Reporting (Accounting Update) Ray Thompson

GC-IDR03 How to Develop an Annual Indirect Rate Using the DCAA ICE Template (Part 3) Paul Calabrese

GC-IDR01 How to Develop DCAA-Compliant Indirect Rates (Part 1) Paul Calabrese

SALY How to Dump SALY and Find a New Creative Approach to Accounting Peter Margaritis

PCGARFImplementing FASB’s Revenue and Leasing Standards in Private Companies: GAAP Versus Alternate Reporting Frameworks

Ray Thompson

CROImplementing SSARS 21: Preparation, Compilation, Review & the Cash and Tax Basis of Accounting (Latest Edition)

Ray Thompson

IFA-PT1 Insightful Financial Analysis – Part 1 Peter Margaritis


KAYAFRO Know All Your Alternative Financial Reporting Options Salvatore Collemi

LEASCHNG Leases – Getting Ready for Fundamental Changes Thomas Selling

LBAGAAPLeases Before and After New U.S. GAAP: Case Studies of the Impact of Applying Changes in Lease Accounting and Financial Reporting

Jennifer Louis



UGFG-202 Let’s Build an Indirect Rate for Nonprofits with Federal Awards Paul Calabrese

LTDTLong-Term Debt – Case Studies in Issues Impacting Classification, Disclosure and Debt Covenant Compliance

Jennifer Louis

MFINIA Macroeconomic Factors Influencing the New Industry Accountant Frank Ryan

MARIJ101 Marijuanomics 101: The Economics of Legalization Emily Burns

GC-IDR02Methods Used in Projecting Indirect Rates for Proposals & DCAA Forward Pricing (Part 2)

Paul Calabrese

UGFG-102Navigating the Uniform Guidance – The New Rules for Federal Grants Management

Paul Calabrese

UGFG-101Navigating the Uniform Guidance (2 CFR 200) – The New Rules for Federal Grants Management

Paul Calabrese

REVREC2 New Revenue Recognition Standard – What You Need To Know! Salvatore Collemi

SECP PCAOB and SEC Update Jennifer Louis

PAUI Practical Accounting Update for Industry Michael Kraten

IAAU Practical Annual Accounting Updates for Industry Jennifer Louis

LEASE Practical Approaches to Implementing the New Lease Accounting Standard Ray Thompson

PSCT Principles of Strategic Cost Transformation Reginald Tomas-Lee

PCGPPrivate Company U.S. GAAP Alternatives – When and Why Should Companies Adopt Available Simplifications

Jennifer Louis

PIU Professional Issues Update Tom Hood

REVRECOG Revenue Recognition – Getting Ready for the New Standard (Topic 66) Thomas Selling

REVRRevenue Recognition,Before and After New US GAAP: Case Studies of the Impact of Applying Changes in Accounting and Financial Reporting

Jennifer Louis

REVLEASE Revenue Recognition: Practical Approaches to Implementation Ray Thompson

SECPCAOB SEC Reporting and PCAOB Standards Salvatore Collemi

FAQS SSARS Engagements – Answering the Most Frequently Asked Questions Jennifer Louis

SSARSPIU SSARS Professional Issues Update Tony Cuozzo

SCFP Statement of Cash Flows Preparation for Small- or Medium-Sized Entities Jennifer Louis

SCCA Supercharging Cost Accounting Reginald Tomas-Lee

DERV The Basics of Derivatives and Hedge Accounting Jennifer Louis

CFPAU The Cash Flow Statement: A Practical Guide to Preparation, Analysis and Use Ray Thompson

TPVRThird Party Verification (Comfort) Requests – What are Options for Responding and How to Determine Which Professionals Standards Apply

Jennifer Louis




CS-UMG Uncertainty and Managing Growth Frank Ryan, Matt Ryan

GC-IDR05 Understanding the Cost Accounting,Standards (Part 5) Paul Calabrese

GC-IDR04Understanding the FAR Subpart 31.2 Cost Principles that Impact Your Indirect Rates (Part 4)

Paul Calabrese

VARAA Various Accounting/Auditing – Selectives Gary Bulmash

ADA-100What Happens When Government Shuts Down: Impact on Federal Employees, Grantees & Government Contractors

Paul Calabrese

ANTICIPATORY SKILLS

RYBORY Are You Running Your Business ... Or Is It Running You? Bill Sheridan

BBDBI Blockchain, Big Data and Business Intelligence for Accounting and Finance Tom Hood

BYRYCLB Brand You! Running Your Career Like a Business Tom Hood

ANTCPAGet Ready for the Fast Future – The Anticipatory CPA, Accounting and Finance Professional

Tom Hood

ANTCPAWS Get Ready for the Fast Future and Future Trends Workshop Tom Hood, Rebekah Brown

HBFSKWN How to Be a Future Scout and See Around Corners and Know What’s Next Tom Hood, Rebekah Brown

7DISRUPTHow to Beat the 7 Disruptors of Work in Industry 4.0 – A Playbook for Next Gen Leaders

Tom Hood, Rebekah Brown

LEADACAD Leadership Academy Tom Hood, Rebekah Brown

POD-FT PODCAST: Forward Thinking – Tom Hood Peter Margaritis

PESMCPJ1Productivity Enablement: Simplifying the Most Challenging Parts of your Job and Becoming Future-Ready

Tom Hood, Mike Sabbatis

HATAI-1Taking a Human Approach to AI: Your Role in Being the Catalyst for Transformation

Tom Hood, Jennifer Warawa

PSBLIAO The Anticipatory Organization: Accounting and Finance,Edition Daniel Burrus

ELVUCA The Exponential Leader – Leadership in a VUCA World Tom Hood

TFIN The Future is Now Kimberly Ellison-Taylor

TFABWCOO The Future of Accounting: Big Waves of Change and Oceans of Opportunity Tom Hood

FRFAPWFFThe Future-Ready Finance & Accounting Professional – Welcome to the Fast Future!

Tom Hood

CATPPM1The Journey to Becoming a Cherished Advisor: Technology, the Process and Practice Management

Amy Vetter

NOTOYES Turn No to Yes: How to Innovate When Your Boss Says “No” Bill Sheridan

ARTIFICIAL INTELLIGENCE

AIETHICS Beware the “Artificial CPA”? Artificial Intelligence, Ethics and You Greg Conderacci




FATTFN Futuristic Audit Trends: The Future is Now Amy Vetter



HTACD How to Thrive in the Age of Creative Destruction – Big Data, AI, Blockchain Leon Katsnelson



TECHTREN Tech Trends for Accountants: What To Know and What You Can Do About It Donald Tomoff


Amy Vetter

CAAIML1The Journey to Becoming a Cherished Advisor: Utilizing AI to Create Opportunities for Long-Lasting Client Relationships

Amy Vetter

AUDIT

BUSCOMBA Practical Guide to Business Combination Standards: Coming to Terms with FASB Statements 141,142 &146 (ASC 805)

Ray Thompson


THAAA&A Executive Summary Update – Highlights of the Most Critical Current Issues and Changes

Jennifer Louis


Jennifer Louis





LAPAAnalytical Procedures – Case Studies in Strengthening Analytic Financial Statement Audit Evidence

Jennifer Louis


ADRED Assessing and Documenting the Reliability of Electronic Data Leslie Kirsch

AQMAAudit & Attest Quality Matters that Should be on Your Radar: Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements

Jennifer Louis

PAATUAudit and Attest Update: Highlights of the Latest Issues Related to Audit, and Other Attest Services

Jennifer Louis

ADS Audit Data Standardization: Is Interoperable Audit Evidence on the Horizon Eric Cohen

AUDITCOM Audit,Communications: Interviewing and Writing Leslie Kirsch

AEBPAuditing 401K Plans: New Developments and Critical Issues for an Effective and Efficient Audit

Jennifer Louis

ABB1 Auditing Bits in Bytes – Session 1: Pre-Engagement Planning Activities Jennifer Louis

ABB2 Auditing Bits in Bytes – Session 2: Preliminary Planning Activities Jennifer Louis

ARTIFICIAL INTELLIGENCE, CONTINUED



ABB3 Auditing Bits in Bytes – Session 3: Internal Control,Considerations Jennifer Louis

ABB4 Auditing Bits in Bytes Session 4: Assessing and Responding to Risk Jennifer Louis

ABB5 Auditing Bits in Bytes Session 5: Substantive Testing Jennifer Louis

ABB6 Auditing Bits in Bytes Session 6: Engagement Wrap-Up Jennifer Louis

ABB7Auditing Bits in Bytes Session 7: Identifying, Evaluating and Communicating Internal Control,Deficiencies

Jennifer Louis

ABB8Auditing Bits in Bytes Session 8: Engagement Wrap-up and Quality Control Considerations

Jennifer Louis

ABB-MAIN Auditing Bits in Bytes: Eight-Part Series Jennifer Louis

RBAFSAuditing Financial Statements – How to Get a Better Return by Avoiding the Most Misapplied Risk-Based Audit Concepts

Jennifer Louis

FBFGAuditing Financial Statements – The Four Basic Food Groups That Satisfy Your Audit Risk Appetite

Jennifer Louis

RBASAAuditing in Compliance with Yellow Book and Single Audit – How to Get a Better Return by Avoiding the Most Misapplied Audit Concepts

Jennifer Louis

ADNASAvoiding Peer Review Deficiencies and Legal Liability in Both Audit and NonAudit Services, Including Bookkeeping & Preparing Financial Statements

Jennifer Louis

BC-CRYPTBlockchain, Cryptocurrencies and Fraud Risk – What Auditors and Accountants Need to Know

Sean Stein Smith

CTBA Cash and Tax Basis Accounting: A Practical Guide Ray Thompson

AUDITITConducting and Documenting IT Assessments in the Course of a Financial Audit

Leslie Kirsch

CTTACritical Traits of a Thinking Auditor Tips for Stretching Yourself Beyond the Basics

Jennifer Louis

EGBPEssential Governance – Best Practices for Overseeing Enterprise-Wide Risk Management

Jennifer Louis

EEEFDREvaluating Evidence, Elements of a Finding and Developing Recommendations

Leslie Kirsch

AESTEvaluating the Propriety of Estimates & Other Areas of Measurement Uncertainty – An Auditor’s Perspective

Jennifer Louis

FSU FASB / SAS Update (Latest Edition) (Accounting Update) Ray Thompson

FRDTFraud – Current Trends in Today’s Environment of Shifting Risks and Changing Fraud Schemes

Jennifer Louis


GRPA Group Financial Statement Audits – Who is Exactly Responsible for What? Jennifer Louis

GRWBGrow Your Business from Within: How to Deliver Maximum Value to Clients on Every Engagement

Jennifer Louis

HTAA Hot Topics in Accounting and Financial Reporting (Accounting Update) Ray Thompson

HCPGAE How To Conduct A Proper Group Audit Engagement Salvatore Collemi

VALUHow to Evaluate Whether You (the Client) are Getting the Most for Value for Your Audit Dollars

Jennifer Louis

AUDIT, CONTINUED



HPEIIYAP How to Perform an Effective Internal Inspection of Your Attest Practice Salvatore Collemi

S130Integrated Audits – Performing an Effective and Efficient Engagement to Report on Internal Control and Financial Statements

Jennifer Louis

IAPB Internal Audits – The Process and Benefits Tricia Griffis

CICCInternal Controls – Critical Concepts for Managing Financial Reporting and Other Risks

Jennifer Louis

ICDNPInternal Controls for Nonprofits: Practical Insights into Mitigating Financial Reporting Compliance and Other Risks

Jennifer Louis



Paul Calabrese


Paul Calabrese

NFPR Nonprofit Financial Reporting – Implementing the New GAAP Requirements Jennifer Louis

LEASE Practical Approaches to Implementing the New Lease Accounting Standard Ray Thompson

PRAWPreparing and Reviewing Workpapers: Essential Tips for Avoiding Deficient Audit and Other Attest Engagements

Jennifer Louis

PSFEProfessional Skepticism – Case Studies in Identifying Material Fraud and Error

Jennifer Louis

SAMPSampling – Avoiding Common Mistakes on Financial Statement & Compliance Audits

Jennifer Louis

INQ Strengthen Inquiry Skills – Tips for Gathering the Information You Need Jennifer Louis

CFPAU The Cash Flow Statement: A Practical Guide to Preparation, Analysis and Use Ray Thompson

TLAA Thinking Like an Auditor When Preparing Your Financial Statements Jennifer Louis

URASLG Understanding the Role of the Auditor in State and Local Governments Tricia Griffis

VARAA Various Accounting/Auditing – Selectives Gary Bulmash


Paul Calabrese

YBSA Yellow Book and Single Audit – Complying with Current Requirements Jennifer Louis

YB4 Yellow Book,in 4 Hours – Complying with the Latest Requirements Jennifer Louis

YBOUTLINE Yellowbook: A Full Outline and Insights Tricia Griffis

BIG DATA


Sean Stein Smith



AUDIT, CONTINUED




POWERBI Changing Your Business with (Big) Data: An Introduction to Power BI Guido Geerts


BIGDATA Introduction to Big Data Guido Geerts

BLOCKCHAIN


Sean Stein Smith






Sean Stein Smith



UBCAA Understanding Blockchain: For CPAs, Accountants & Auditors Salvatore Collemi

BUSINESS DEVELOPMENT

BGCSE8 Beginners Guide to Client Service Excellence Julie Kirsch

BUZZ Build Your Book of Business with Better Brand Buzz Greg Conderacci

BDS Business Development, Skills for Accountants Peter Margaritis

DMBD Business Development: Distinctions Between Marketing and Sales Greg Conderacci

BPLAN-3 Business Planning: A Managerial Accounting,Approach – Advanced Level Michael Kraten

BPLAN-1 Business Planning: A Managerial Accounting,Approach – Basic Level Michael Kraten

BPLAN-2 Business Planning: A Managerial Accounting,Approach – Intermediate Level Michael Kraten

CGHSCIAEConsidering Going Global? How to Support Your Clients’ International Ambitions and Expansion

Gabriella Kusz, Barbara Balaj

CSIWORK CSI Workplace: Customer Service Is Your Profit Chris Zervas

DAWDA Do It All Without Doing it All Jody Padar

CONSULTEffective Consulting Skills – Moving From Subject Matter Expert to Business Consultant

Steve McClatchy

BIG DATA, CONTINUED



NRISK-3 Enterprise Risk Management: A Pragmatic Approach – Advanced Level Michael Kraten

NRISK-1 Enterprise Risk Management: A Pragmatic Approach – Basic Level Michael Kraten

NRISK-2 Enterprise Risk Management: A Pragmatic Approach – Intermediate Level Michael Kraten

FINDND Find a Need and Fill It: Your Key to Business Development Greg Conderacci

FCNPDDRG Fingers crossed is Not a Path to Double Digit Revenue Growth Kimberly Ellison-Taylor

FCTC From Compliance to Consulting,Workshop Ed Kless


Tom Hood


IDEAGUTS Have the Idea and Have the Guts Jody Padar

HMFEPSBHow to Move from a Financial Expert to a Partner and Strategist to the Business

Alan Patterson

HCCL How You Can Create Clients for Life Mike Sciortino

INNOV Innovation and Creativity for Left-Brain Thinkers Jennifer Elder

LTMLearning that Matters Collabinar (web-based collaborative action — learning experience)

Bob Dean

LISTEN Listening For Leaders: Ask the Question, Discover the Need, Win the Trust Greg Conderacci

MMPSLMastering the Most Powerful Skill You Can Learn: Connecting to and Engaging with Your Clients Using Stories

Mike Sciortino

MBABPBBP MBAexpress: Best Practices for Better Budgeting and Planning Jennifer Elder

MBAEOE MBAexpress: Essence of Entrepreneurship Peter Margaritis

MBAIB MBAexpress: International Business Jennifer Elder

MBASTRAT MBAexpress: Key Concepts of Business Strategy Jennifer Elder, Peter Margaritis

MBALEAD MBAexpress: Key Concepts of Leadership Strategy Jennifer Elder, Peter Margaritis

MBASFS MBAexpress: Strategy for Success Jennifer Elder

MATTT Mergers & Acquisition Tricks, Traps and Terrors Jim Lindell

MUVCMoving Up the Value Chain: Best Practices for Taking your Firm to the Next Level

Jennifer Warawa

POD-BCR PODCAST: Building Client Relationships – Edward Mendlowitz Peter Margaritis

POD-GM PODCAST: Gratitude Marketing – Mike Sciortino Peter Margaritis

PIU Professional Issues Update Tom Hood

BUSINESS DEVELOPMENT, CONTINUED



MINDB Reading Clients Minds and Understanding How They’re Reading Yours Robert Cooper

UPSSSelling for CPAs: Using Your Problem-Solving Skills to Promote Profitable Business Growth

Greg Conderacci

SSSBC1Seven Secrets of Successful Business Communication Part 1: Questioning and Listening to Discover Clients’ Needs

Greg Conderacci

SSSBC2Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing

Greg Conderacci

ENTRACPA The Entrepreneurial CPA – Marketing for Outsourced CFOs Greg Conderacci

DICMThe Finance & Accounting Organization as Partner and Strategist to the Business

Alan Patterson

FIVEBUYThe Five Buying Motives: Turbocharge Your Sales by Unlocking the Power of Consumer Psychology

Chuck Gallagher


Tom Hood

CASFTSK1 The Journey to Becoming a Cherished Advisor Amy Vetter


Amy Vetter

CONVERSE Turning Conversations into Opportunities Greg Conderacci

BDCAMP Turning Trust into Value: Business Development Boot Camp Greg Conderacci

RAINMKRUnleashing Rainmakers: Developing a Business Development, Culture in Your Business

Jeff Nischwitz

WSSNO Why Standing Still is Not an Option Kimberly Ellison-Taylor

WHAT Why You? Positioning Yourself Ahead of the Pack Greg Conderacci

DNA Winning New Business – It’s in the DNA Robert Cooper

FUTURNOW You Thought it was the Future. It’s Now! Jason Blumer, Jody Padar

BUSINESS LAW


Emily Burns

CANNBLA Cannabis Law Primer: CPA, Accounting and Finance Edition Emily Burns


MBAEXP MBAexpress – 30 Module Bundle Jennifer Elder, Peter Margaritis

MBABBL MBAexpress: Basics of Business Law Jennifer Elder

MBAVALUE MBAexpress: Key Concepts of Adding Value Jennifer Elder, Peter Margaritis

MBA1 The Eight Hour MBA Jennifer Elder, Peter Margaritis

BUSINESS DEVELOPMENT, CONTINUED



BUSINESS MANAGEMENT

BULO Business Longevity Jim Lindell

RNFPB Running a Not for Profit Like a Business Jim Lindell

TCAMRC The Competent Accountant – Mastering the Role of the Controller/CFO Jim Lindell

BUSINESS VALUATION


SSVSBusiness Valuations in a SSVS* World (*Statement on Standards for Valuation Services)

Brad Davidson


TCWCFO The Characteristics of World Class Financial Organizations Michael Kraten

LOYAL Using Business Valuations to Keep Your Clients Loyal Brad Davidson

BUSINESS WRITING

MBW Best Practices in Accounting & Finance Writing Lin Kroeger

BPAFW Best Practices in Accounting and Finance Writing: Being Clear and Accurate Lin Kroeger

BBW Better Business Writing Cathleen Hanson, Carol Haislip

WRITE Business Writing Skills for All Levels of the Organization Jennifer Elder

CAREER Career Management: What’s Next for You? Peter Margaritis

PFICE Presenting Financial Information Clearly and Effectively Lin Kroeger


Greg Conderacci

SEVEN Seven Secrets of Successful Business Writing Greg Conderacci


WALEADER Writing as a Leader Bob Dean, Curt Peoples

WFR Writing for Results Bob Dean, Curt Peoples

WFREP Writing for Results – Editing and Proofreading Bob Dean, Curt Peoples

WFREMAIL Writing for Results – Email Bob Dean, Curt Peoples

WFRGOAL Writing for Results – Goal Setting Bob Dean, Curt Peoples

WFRPROPS Writing for Results – Proposals Bob Dean, Curt Peoples

BUSINESS MANAGEMENT



WFRFEED Writing for Results – Providing Feedback on Written Documents Bob Dean, Curt Peoples

WFRBUSPL Writing for Results – Writing Business Plans Bob Dean, Curt Peoples

CANNABIS ACCOUNTING


Emily Burns



CAREER

HOW-MAIN A How-To Guide for Your Leadership Development Alan Patterson

BACKPACK Backpack to Briefcase: Essential Skills for Professional Growth Peter Margaritis


COMEDY Building Stronger Teams by Using Improvisational Comedy Peter Margaritis


DVYCW Defining a Vision for Your Career Workshop Rebekah Brown

WHO Finding Your Way Through Career Transitions Greg Conderacci

FSSF Five Smooth Stones – Facing Goliath and Winning Greg Conderacci

FCCFO From Financial Expert to Strategic Business Leader: Leader Evolution

BBPCT How to Build a Base of Personal Credibility and Trust Alan Patterson

YCTC It’s Your Career. Take Control. Rebekah Brown

LSWSF Leadership Style – Which Style Fits You Lowell Wightman

LEADUP Leading Up – How to Manage Your Boss Jennifer Elder

GOODGRN On Good Ground: Creating A Personal Strategy for a Great Life Greg Conderacci

NEWCPA Orientation to the CPA Profession Rebekah Brown

PRESENT PRESENT: Superior Executive Presence with Creative Confidence Courtney Feider

SCCPM Skillful Coaching: Careers and Performance Matter Lin Kroeger

SGS SMART Goal Setting: Setting Goals to Achieve and Contribute Lin Kroeger

CLUE Success Leaves Clues: Career Strategies for New Professionals Ronald Baker

BUSINESS WRITING, CONTINUED



ELD-SLG6 Successfully Leading 5.5 Generations Jennifer Elder

CSUITE The C-Suite: 10 Powerful Tools for Getting There and Staying There! Jennifer Elder


Amy Vetter

B3WLHRM1 The Path to Creating Work-Life Harmony Amy Vetter

B3POWN1 The Power of Women’s Networks Amy Vetter

INVENT What Next? Inventing a New Niche for Yourself Greg Conderacci

BRANDID Who Are You? Creating and Marketing a Brand Identity for Yourself Greg Conderacci

CASH FLOW

ITBUDGET A Systematic Approach to IT Budgeting Donny Shimamoto


LEAN Lean Accounting for the Lean Enterprise Jerry Solomon

SCFP Statement of Cash Flows Preparation for Small- or Medium-Sized Entities Jennifer Louis

CASH MANAGEMENT



SCACHPF The Shift Change in Accounting – Creating the High Performance Firm Tom Hood, Rebekah Brown


CHANGE MANAGEMENT


ANT-CHG Anticipate Change: Avoiding Ulcers in the New Abnormal World Karl Ahlrichs

ANT-MAIN Anticipate the Future with Karl Ahlrichs Karl Ahlrichs

BOACABlue Oceans and Clean Paper – Using the ACA and Wellness as a catalyst to move organizations

Karl Ahlrichs

HIGHPCBuilding a High Performing Culture – Human Capital as a Competitive Advantage

Karl Ahlrichs

BCDELO Business Case for Designing an Experience-Led Organization Ed Bodensiek


CSCCF Coaching Skills for CPAs, Controllers and Financial Managers Jim Lindell

CAREER, CONTINUED



CONVERGE CONVERGENCE: Finding New Unity in Diversity Courtney Feider

WWTALENT Creating the Future Ready Firm – How to Win the War on Talent Tom Hood

CKIV Creativity – The key to Increased Value Jim Lindell

CRTVLTN CREATIVOLUTION: Practical Creativity for a Rapidly Changing Future Courtney Feider

EMPO Engaging and Empowering Your Team Jeff Nischwitz

ETHCHANG Ethics: The Ethics of Change – Keeping Your Balance in Risky Times Greg Conderacci

SDSS From Slow Death to Sweet Success: Seven Survival Strategies Greg Conderacci



CNCCHow to Build a Culture of Engagement that Maximizes Trust, Accountability, and Performance

Alan Patterson


REINVENT It May Be Time to Reinvent Your Firm Peter Margaritis

LMF Leader vs. Manager vs. Facilitator: When, Why, How? Lin Kroeger

LFMO Leadership in Fast-Moving Organizations Lin Kroeger

APAI Leading Change: Action Planning to Actual Implementation Lin Kroeger

LEADMIDD Leading from the Middle Kimberly Ellison-Taylor

LCDWCCP Leading is Changing: Dealing with Change Constructively and Positively Denise Borgoyn

MIHD Make it Happen! A Disciplined Approach to Getting Things Done Jennifer Louis

MCHANGE Managing Change Karl Ahlrichs

MNGCHANG Managing Change Effectively: Keeping Your Balance in Risky Times Greg Conderacci

MSCNGEN Managing the Shift Change: Next Gen Leaders – Your Key to Succession Tom Hood, Rebekah Brown


MBAECM MBAexpress: Effective Change Management Peter Margaritis


MBAPERFO MBAexpress: Key Concepts of Performance Management Jennifer Elder, Peter Margaritis

PLS Personal Leadership Skills: Personality, Memory and NLP Jim Lindell



CHANGE MANAGEMENT, CONTINUED



SILVERScary Thoughts and Silver Linings; What is Known and What is Probable for Today and Beyond

Karl Ahlrichs

SPRETRET Sole Proprietor’s Retreat Ronald Baker

BLBMStriking the Right Balance Between Leadership and Management – Adapting Your Behaviors to Succeed at Short and Long-Term Objectives

Jennifer Louis

TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood

OCTOPUS Taming the Octopus Called Change Jennifer Elder

TLLC Team Leadership & Leading Change Steve McClatchy




Tom Hood

CAFFNG1The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning

Amy Vetter

MILL The Millennial Generation and the Future of Business Jamie Notter

SWWH The Power in Succession: Who, Why and How Jody Padar



WSNBSA Will SkyNet Become Self Aware? Kimberly Ellison-Taylor

CLIENT ADVISORY SERVICES

CGHSCIAEConsidering Going Global? How to Support Your Clients’ International Ambitions and Expansion

Gabriella Kusz, Barbara Balaj

VCFOVirtual CFO Workshop: Tools for Managing Your Practice and Case Studies

Robin Thieme

COACHING & COUNSELING


WELLBEING Achievement as a Pathway to Well-Being Donna Salter



DFFL8 Developing Future Female Leaders Julie Kirsch


Steve McClatchy

IRPHire the Lucky Ones – How to Improve Retention and Productivity by Selecting Fortunate Employees

Karl Ahlrichs

CHANGE MANAGEMENT, CONTINUED



HSFTM How to Succeed as a First-Time Manager Alan Patterson

MAGYV MacGyvering: The Art of Being Resourceful in a Crisis Greg Conderacci

MCMVEI Master Coach and Mentor – Valuing Your Emotional Intelligence Lowell Wightman


RM Sharing Skills Between Generations Lin Kroeger

SCCPM Skillful Coaching: Careers and Performance Matter Lin Kroeger

SC Strategic Coaching – Growing Top-Notch Performers Ray Perry


CCBCBD The Culture Choice: Building a Culture By Design Jeff Nischwitz

COLLABORATION


BCASSNHCBecoming a Cherished Advisor® The Soft Skills Needed to Help Companies Succeed and Thrive

Amy Vetter


HRMDS How to Run a Meeting That Doesn’t Suck Bill Sheridan

MAXTALNTStop, Collaborate and Listen: How to Maximize Your Talent With Three Simple Steps

Rebekah Brown


THRIVE Thriving in Chaos: How to Lead and Collaborate in a VUCA World Bill Sheridan

COMMUNICATION SKILLS / COMMUNICATIONS


ASTRE Achieving Success Through Relationship Excellence Samuel Dergel

ANT-CLNTAnticipate Client Needs: Beyond Best Practices in Client and Customer Service

Karl Ahlrichs

ANT-DEV Anticipate Development: Moving From Employee to Manager to Leader Karl Ahlrichs

ANCCSCEAnticipating the New Client – Customer Service Pivots to Customer Experience

Karl Ahlrichs

AYPFAIL Are You Prepared to Fail – How do you reconcile? Lowell Wightman


AWESOME Awesome Financial Presentations Jennifer Elder


COACHING & COUNSELING, CONTINUED




Amy Vetter


BPAFW Best Practices in Accounting and Finance Writing: Being Clear and Accurate Lin Kroeger

BPAFPIO Best Practices in Accounting and Finance Writing: Putting Ideas in Order Lin Kroeger

BBW Better Business Writing Cathleen Hanson, Carol Haislip

BLOG101 Blog 101: First Steps to Stardom Bill Sheridan

BOMB Bomb Proof Constructive Feedback for Leaders Chris Zervas

BRANDYOUBrand You: How to Be a Leader and Boost Your Career – With a Little Help From Social Media

Bill Sheridan

BRAND Brand You! Nicole Long

BGTGR Build Great Teams that Get Results Jeannine K. Brown

BCOABuilding a Culture of Accountability: A New Model for Leadership & Execution

Jeff Nischwitz

BCCCBuilding a Culture of Conversation: Communication with a Purpose, For Results

Lin Kroeger

WRITE Business Writing Skills for All Levels of the Organization Jennifer Elder



CNCG Coaching the Next Generation of CPAs Tips for Developing Millennials Jennifer Louis



CCC Communicating in the Workplace Peter Margaritis

CIPS Communications in a Professional Setting Tricia Griffis

CONCOM Conflict and Communication – You vs. Me vs. Them Karl Ahlrichs

CCCTMO Conflict, Communication and Critical Thinking in a Modern Organization Karl Ahlrichs

CSM CPAs and Social Media: Passing Fad or Valuable Tool? Tom Hood, Bill Sheridan

HBBBP CPAs: How to Become the Best Business Partner to Your Client CFO Samuel Dergel

CBBMETRS Creating Better Business Metrics Through Improved Employee Engagement Susan Katz


CTFAF Critical Thinking for Accounting and Finance Karl Ahlrichs

COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED




DCTIPDLDDisconnect to Connect: Tap Into the Power Within You to Design the Life You Desire

Amy Vetter

SQURPEG Don’t Be a Square Peg in a Round Hole Susan Rucker

CS-EC Effective Communication and Negotiation Frank Ryan, Matt Ryan

ECFR Effective Communications Frank Ryan


Steve McClatchy

EYEP Elevating Your Executive Presence Susan Katz

SUPER Embracing Your Inner Superhero Peter Margaritis

EPSSEP Enhancing Your Presentation Skills and Speaking with Executive Presence Julie Kirsch

DARING Ethics: Above the Waterline – Mistakes You Should Dare to Make Frank Ryan, Greg Conderacci

EMPMOTI Excellence in Management: Driving Results without Driving Your Team Crazy Ray Perry

EXCEPCUS Exceptional Customer Service – Effective Communication Sarah Gershman

EPRES Executive Presence: An Experiential Approach to Networking & Negotiation Michael Kraten

EXENDURE Extraordinary Endurance: Leadership Lessons from the Long Road Frank Ryan, Greg Conderacci

FACLTAT Facilitation as a Core Leadership Competency Tom Hood

FBNFLW Feedback is Not a Four-letter Word Donna Salter

7PRINFCFierce Conversations: Enhance Communication, Resolve Conflict and Strengthen Relationships

Donna Salter

CS-PART3 Financial Professional Series: Soft Skills for CPAs Frank Ryan, Matt Ryan

FINSTORYFinancial Storytelling: The Key in Growing Your Organization to the Next Level

Peter Margaritis

LEAF Getting Things Done – Engaging People to Execute Effectively Lin Kroeger


Alan Patterson

DIFFCONV How to Conduct Difficult Conversations in the Workplace Sarah Gershman


Jennifer Louis

HIEPHow to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants

Peter Margaritis

LCDWT How to Lead, Coach, and Develop a Winning Team Alan Patterson

PLANMEET How To Plan And Lead Effective, Productive Meetings Susan Katz







I2A I2A: Strategic Thinking that takes Insights to Action Tom Hood

NOJOKEImprov Is No Joke: Using Improvisation to Create Positive Results in Leadership and in Life

Peter Margaritis

INCLUDED INCLUDED: Creative Cohesion for Five Generations at Work Courtney Feider

BTRC Interpersonal Leadership – Building Trust and Resolving Conflict Steve McClatchy

IACM Interviewing to Avoid Costly Hiring Mistakes Jennifer Louis

DPSI It’s All in the Presentation: Designing Presentations to Sell Ideas Effectively Lin Kroeger

LSMIDLeadership - Social Media Influence on Decision Making and Time Management

Lowell Wightman

GENSHIFTLeadership and Retaining Talent: How the Generational Shifts Changing Leadership

Lin Kroeger

CS-LTTT Leadership and the Tone at the Top Frank Ryan, Matt Ryan

LSWSF Leadership Style - Which Style Fits You Lowell Wightman

LEADVUCA Leading and Collaborating in a VUCA World Tom Hood


LSLFFP21 Leading the Shift: Leadership for Financial Professionals in the 21st Century Jeff Nischwitz


LWCAWM Leading with Compassion: A Working Model Denise Borgoyn

LWH Leading with Heart Denise Borgoyn

LEVLEAD Leveraging Leadership Through Improvision Peter Margaritis


MYBS Make Your Brand Speak Jeannine K. Brown


Mike Sciortino


MBACITW MBAexpress: Communication in the Workplace Peter Margaritis

MBAEI MBAexpress: Emotional Intelligence Jennifer Elder





MBACOMM MBAexpress: Key Concepts of Powerful Communication Jennifer Elder, Peter Margaritis

MBALIL MBAexpress: Latest in Leadership Peter Margaritis

MBATTBSN MBAexpress: Networking – Building a Stronger Professional Network Peter Margaritis

MBANON MBAexpress: Nuances of Negotiating Peter Margaritis

MBAPSPS MBAexpress: Powerful Presentation Skills Peter Margaritis

MBAPNFI MBAexpress: Presenting Numbers for Impact Jennifer Elder

MBASDM MBAexpress: Smarter Decision-Making Jennifer Elder

MBASWSM MBAexpress: Success with Social Media Jennifer Elder

MBATAEW MBAexpress: The Art of Effective Writing Jennifer Elder

MBC Message-Based Communication Lin Kroeger

MP Mingling for Professionals (Mingle, Mingle) Cathleen Hanson, Carol Haislip

NEGBARG Negotiation,Skills & Bargaining for Women (and Young Professionals) Jeannine K. Brown


PERSPersonality Styles – Adjusting to Varying Personality Types for Improved Communication and Performance

Jennifer Louis

POD-BCR PODCAST: Building Client Relationships – Edward Mendlowitz Peter Margaritis


POD-LNFP PODCAST: Leadership and Not-for-Profits – Clark Price Peter Margaritis

BGRAPHICPowerPoint & Excel Data Visualization Create Dynamic Financial Presentations, Charts, Graphs and Diagrams

Judy Borsher

LEADACT Practical Leadership – Action Steps to Strengthen Leader Effectiveness Lin Kroeger

IMPSPresentation Skills – Improving Your Skills to Communicate to Groups with Confidence

Jennifer Louis

MBP Presentation Skills: Message Based Presentations Lin Kroeger

PFDNFAPresenting Financial Data to Non-Financial Audiences - Avoiding Over-simplification

Lin Kroeger

PFICE Presenting Financial Information Clearly and Effectively Lin Kroeger

LINK101 Private: LinkedIn 101: The Basics and Beyond Bill Sheridan

POWPRE Producing Powerful Presentations: Performance and Profit Robert Cooper




PSPSFE Public Speaking and Presentation Skills for Everyone, Even Us Introverts Denise Borgoyn

SPKPRES Public Speaking: How to Speak with Presence Sarah Gershman


SYNBYB Scratching Your Niche Bill Sheridan

SSSBC1Seven Secrets of Successful Business Communication Part 1: Questioning and Listening to Discover Clients’ Needs

Greg Conderacci


Greg Conderacci

SEVEN Seven Secrets of Successful Business Writing Greg Conderacci

SITULEAD Situational Leadership Denise Borgoyn

SLBOOT Social Learning Bootcamp Tom Hood, Bill Sheridan

SOCMEDSocial Media Strategy & Quick Start: Developing and Implementing a SocialMedia Strategy for CPA Firms & Organizations

Tom Hood

CASESM Social Media: From Skeptic to Stardom Bill Sheridan

WOC-SA State of Accountancy: Waves of Change Tom Hood

DGCS Strategies for Delivering Exceptional Customer Service More Often Ray Perry

INQ Strengthen Inquiry Skills – Tips for Gathering the Information You Need Jennifer Louis

SPSC Successful Presentation Skills for the CPA Jim Lindell


NUMBTaking The Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity

Peter Margaritis


I2AFACILTap the Wisdom of the Group: Facilitation Techniques for Getting from Insights to Action with Ease

Tom Hood

TAP Tapping Into The Problem Solving Power of Your Team Susan Katz

TBEL Team Development – Secrets Behind Building an Award-Winning Team Ray Perry


TELSTORY Telling the Story Behind the Numbers: What, So What, Now What Jennifer Elder

CC The Communication Challenge: Disarming Difficult People Ray Perry






DYNTEAMS The Dynamics of Teams – Combining Strengths to Optimize Your Team Susan Rucker




LTTHREE The Leadership Trifecta: THE Three Traits ALL Top Leaders Possess Denise Borgoyn


POWRCONV The Power of Successful Conversations Sarah Gershman

STORYFSA The Story Behind the Numbers – Financial Statement Analysis Nicole Long

TTTLEAD The Three Ts of Leadership: Truth, Trust and Transparency Donna Salter

TMTPL Time Management for Teams and People Leaders Denise Borgoyn

TFNT Training for Non-Trainers Denise Borgoyn

GENYLEAD Training Millennials/Gen Y for Leadership Jeannine K. Brown


TNIBO Turning Networking into Business Opportunities Susan Katz

TWIT101 Twitter 101: Changing Your World 140 Characters at a Time Bill Sheridan


Jeff Nischwitz

HWCCI Using Healthy Workplace Conflict to Create Innovation Jeannine K. Brown

COLLABOR Value of Collaboration – The Art of Relationship Management Peter Margaritis

EXTHWaking Up to Exponential Thinking: A Paradigm Shift for Change and Innovation

Jeff Nischwitz

WEB20 Web 2.0: Less Hype, More Help Bill Sheridan

STRGSUIT What’s Your Strong Suit: Improving Communications for Effective Results Chuck Gallagher

21CNEG Why Don’t We Say Yes? 21st Century Negotiating Greg Conderacci

DNA Winning New Business – It’s in the DNA Robert Cooper

WT-BSR Working Together – Building Strategic Relationships Jennifer Elder

WPDM Workplace Decision Making Jeannine K. Brown

WALEADER Writing as a Leader Bob Dean, Curt Peoples




WFR Writing for Results Bob Dean, Curt Peoples

WFREP Writing for Results – Editing and Proofreading Bob Dean, Curt Peoples

WFREMAIL Writing for Results – Email Bob Dean, Curt Peoples

WFRGOAL Writing for Results – Goal Setting Bob Dean, Curt Peoples

WFRPROPS Writing for Results – Proposals Bob Dean, Curt Peoples

WFRFEED Writing for Results – Providing Feedback on Written Documents Bob Dean, Curt Peoples

WFRBUSPL Writing for Results – Writing Business Plans Bob Dean, Curt Peoples

WOWEM Your Next Presentation? Wow ‘Em Chris Zervas

CONFLICT MANAGEMENT

OPOL A Positive Approach to Office Politics Jennifer Elder

CONCOM Conflict and Communication – You vs. Me vs. Them Karl Ahlrichs

CCCTMO Conflict, Communication and Critical Thinking in a Modern Organization Karl Ahlrichs

GROOVE Get in the Groove: Finding the Key to Your Challenging Clients Mary Miller


SPSStrategic Problem Solving: How to Solve Tough Challenges the Mastermind Way

Susan Katz





WHATNOW What NOW, Coach? Leading When You Don’t Know What to Do Next Greg Conderacci

CONSULTING





Paul Calabrese




CONTROLLERSHIP




ESOP Essential Strategic CFO and Controller Skills Frank Ryan

EICS-1 Ethics: Industry Cases Matt Ryan

CS-PART1 Financial Professional Series: External Factors Impacting Business Frank Ryan, Matt Ryan


CS-GATB Governance and the Board Frank Ryan, Matt Ryan

IFCS Insights From The C-Suite Robert Tarola

LMLE Lean Operations for a New Economy Frank Ryan

VCONTR The Value-Added Controller Jennifer Elder


CORPORATE FINANCE

FRIAccounting Standards Review for Controllers and Finance Professionals (Latest Edition)

Ray Thompson


BEEFT Building an Effective and Efficient Finance Team Samuel Dergel

RMF Enterprise Risk Management and Forecasting – Best Practices Jennifer Elder



COSO


Jennifer Louis


Jennifer Louis


Jennifer Louis

CONTROLLERSHIP



COST / MANAGERIAL ACCOUNTING


EPM Analytics-based Enterprise Performance Management Gary Cokins

CPAABC Customer Profitability Analysis (with activity-based costing, ABC) Gary Cokins

INTREPB Integrated Reporting & Sustainability – Concepts and Practices (Basic) Michael Kraten

INTREPAIntegrated Reporting & Sustainability – Developing an Organizational Function (Advanced)

Michael Kraten

INTREPIIntegrated Reporting & Sustainability, Public Reporting and Assurance (Intermediate)

Michael Kraten



Paul Calabrese


Paul Calabrese



CREATIVE THINKING

CREATE Creating Creativity: Outside – Outside the Box Greg Conderacci

CREATLIV Creative Living Donna Salter

CPS Creative Problem Solving Lin Kroeger



Jennifer Louis


Amy Vetter


Peter Margaritis





MBACI MBAexpress: Creativity & Innovation Peter Margaritis


COST / MANAGERIAL ACCOUNTING



SMARTER Smarter Decision-Making and Problem Solving for Leaders Jennifer Elder




Peter Margaritis

ENDCOMP The End of Competitive Advantage Rita McGrath



Jeff Nischwitz



CULTURE


ANT-INCL Anticipate Inclusion: Building a Sustainable Culture of Diversity Karl Ahlrichs

ANT-GEN Anticipate the Next Generation: A Different Take on the Generations Karl Ahlrichs

AWTYWN Are We There Yet? Why Not? Kimberly Ellison-Taylor


BCDELO Business Case for Designing an Experience-Led Organization Ed Bodensiek


DIEO Designing Inclusive and Equitable Organizations Siri Chilazi


GCBU Getting Comfortable with Being Uncomfortable Kimberly Ellison-Taylor



ILDIRW Inclusive Leadership – Does it Really Work? Kimberly Ellison-Taylor


AGICULT Make the Connection with an Agile Culture – Disrupting the AI Process Lowell Wightman

MEASMIND Measure Mindfulness: Book Your Desire to a T – Account-a-bility Lowell Wightman

CREATIVE THINKING, CONTINUED



DPWCIY Positive Work Culture: Developing the iY Generation Lowell Wightman

HARASS-ERespect, Safety and Ethics – The Next Step in Harassment Avoidance – Executive Briefing

Jennifer Elder, Karl Ahlrichs

HARASSRespect, Safety and Ethics: the Next Step in Harassment Avoidance – Employee Training


SEDRWGTC Solving Ethical Dilemmas – A Real World Guide to Thinking Critically Karl Ahlrichs


Rebekah Brown

SBLEEWB Strengths Based Leadership – Elevate Engagement & Well-Being Donna Salter


FOWHDWM The Future Of Work Is Here, Now How Do We Manage it? Rebekah Brown



CULTDISR What is the Cultural Role of a Disruptor? Lowell Wightman

CUSTOMER SERVICE

ANT-CLNTAnticipate Client Needs: Beyond Best Practices in Client and Customer Service

Karl Ahlrichs


ANCCSCEAnticipating the New Client – Customer Service Pivots to Customer Experience

Karl Ahlrichs




EXCEPCUS Exceptional Customer Service – Effective Communication Sarah Gershman


MBAECS MBAexpress: Excellent Customer Service Jennifer Elder


DGCS Strategies for Delivering Exceptional Customer Service More Often Ray Perry

TALENTTalent Management – People as a Competitive Advantage in “Not Normal” Times

Karl Ahlrichs

CULTURE, CONTINUED



CYBERSECURITY


CYFR Cybersecurity, Risk Management and Fraud, Trends for CPAs Jennifer Louis


CYBERSEC Fundamentals of Cybersecurity and Privacy Leslie Kirsch

DATA ANALYTICS


Sean Stein Smith

ADRED Assessing and Documenting the Reliability of Electronic Data Leslie Kirsch





Sean Stein Smith

BADMW Business Analytics for Decision Making – Making it Work Gary Cokins

POWERBI Changing Your Business with (Big) Data: An Introduction to Power BI Guido Geerts

CPAFBDDA CPA Firm Business Development: Don’t Miss The Data Analytics Opportunity Donald Tomoff

CTFF Critical Thinking For Finance Jennifer Elder

EDMPTC Excel Data Management: Tables and Pivot Tables Challenge Donald Tomoff

EXCLPTExcel Pivot Tables in-depth, PowerPivot, and Data Analysis Functions and Tips

Judy Borsher

EXCPBIDA Excel, Power BI and Data Analysis – Eliminating the Paralysis of the Analysis Donald Tomoff

EXPBI-UG Excel, Power Tools, and PowerBI: Upping Your Data Analytics Game Donald Tomoff

E5RCFOExcel: 5 Reports Your CFO Wants (But Probably Doesn’t Have) – Developing an Anticipatory Mindset

Donald Tomoff


BIGDATA Introduction to Big Data Guido Geerts

IDAEPP Introduction to Data Analytics with Power Pivot Donald Tomoff

IDAPQIntroduction to Data Analytics with Power Query (Get and Transform in Excel 2016)

Donald Tomoff

CYBERSECURITY



MSPBIEDVMicrosoft Power BI and Excel Data Visualization – Create Dynamic Charts, Graphs and Diagrams Based on Your Data

Judy Borsher

SOESKC Stand Out with Your Excel Skills: Key Capabilities to Set You Apart Donald Tomoff


DELEGATION



LCDELeadership: Coaching to Develop and Empower – Accountability, Delegation and Dialogue

Lin Kroeger

DEHLL Let Go and Lead Bill Sheridan

DFR Situational Delegation – Inspiring Accountability in Your Employees Ray Perry

DIVERSITY AND INCLUSION







DIG Diversity in Generations Denise Borgoyn

DIW Diversity in the Workplace Denise Borgoyn

STEUSDiversity, Ethics and High Performing Cultures – Using Ethics as a lever to build a Culture of Diversity and Inclusion

Karl Ahlrichs



MDPI Managing Diversity to Promote Inclusion Denise Borgoyn

ADAADAAA The American With Disabilities Act and ADAAA: A Primer Denise Borgoyn

UUB Uncovering Unconscious Bias Rebekah Brown

DATA ANALYTICS, CONTINUED



ECONOMICS



EECON Everyday Economics Ronald Baker

CS-PART1 Financial Professional Series: External Factors Impacting Business Frank Ryan, Matt Ryan

MFINIA Macroeconomic Factors Influencing the New Industry Accountant Frank Ryan


PYOB Providing Your Own Bailout Frank Ryan

EHRIIS The Economics Of Health Reform: Implications for Industry & Society Don McDaniel

EU To All the Economists I’ve Loved Before Anirban Basu

EMOTIONAL INTELLIGENCE


EI Emotional Intelligence and Personal Leadership Lin Kroeger

EECON Everyday Economics Ronald Baker

STRENGTH Finding and Applying Your Strengths Rebekah Brown, Donna Salter

MCMVEI Master Coach and Mentor - Valuing Your Emotional Intelligence Lowell Wightman


MASM Mindfulness and the Art of Stress Management Ray Perry

VIRTHAND Practice Development: Define the Virtual Handshake Lowell Wightman





ECONOMICS



ETHICS — BEHAVIORAL

AERW Applying Ethics in the Real World Jennifer Elder

SSETHICS Avoiding the Slippery Slope of Ethical Pressures Jennifer Elder

BETHEDIF Be The Difference: Recognizing and Preventing Harassment in the Workplace Chuck Gallagher


COT8 Champions of Trust Greg Conderacci


Karl Ahlrichs

ETHSD Ethics – A Line in the Sand for CPA’s Jim Lindell

EIO Ethics – Inside and Out Greg Conderacci

HARETHIC Ethics and Harassment: Don’t Become the Next News Story Jennifer Elder

HABITEthics Can Be Habit-Forming: Bad Habits, Good Habits and Turning One into the Other

Greg Conderacci

ETHICSUREthics for People Who Don’t Like Surprises: Why We Don’t See It Coming Until It’s Too Darn Late

Greg Conderacci

EFIA Ethics for the Industry Accountant Frank Ryan, Matt Ryan

50SHADES Ethics: 50 Shades of Gray Peter Margaritis

50GRAYER Ethics: 50 Shades of Grayer Peter Margaritis

EAFCS-1 Ethics: Accounting Firm Cases Matt Ryan

TDBL Ethics: Caesar’s Wife: Tipping the Delicate Balance of Leadership and Ethics Greg Conderacci

BECCI Ethics: Confronting the Challenge of Integrity Greg Conderacci

ETHICHOW Ethics: It’s Not Just What You Do, But How You Do It! Jennifer Elder

ETCS-1 Ethics: Tax Cases Matt Ryan


STRAY Ethics: Why We Stray: A Different Look at Ethical Decision-Making Greg Conderacci

EVRYDAY Everyday Ethics: Doing Well and Doing Good Ronald Baker

HAPPYHappiness and the Pursuit of Ethics; Does Good Behavior Makes Us Happy – and Vice Versa

Greg Conderacci


ETHICS — BEHAVIORAL



MBAGG MBAexpress: Good Governance Jennifer Elder







OOPS The Ethics of OOPS! Slips, Mistakes, Failures and Your Future Greg Conderacci

ETHTECH The Ethics of Technology: How to Out-Smart Your Smart Phone Greg Conderacci

HSETHICS The Human Side of Ethics Chuck Gallagher

MFFRAUD The Many Faces of Fraud: Why Good People Make Dumb Choices Chuck Gallagher

BOTPSYCH Why Good People Do Bad Things Leslie Kirsch

ETHICS — REGULATORY

EUG A Practical Ethics Update for CPAs Ray Thompson

AERW Applying Ethics in the Real World Jennifer Elder

BUSVAETH Business Ethics + Virginia CPA Ethics Required Course Jennifer Louis, Matt Ryan, Jennifer Elder


Emily Burns



ETH Ethics Gary Bulmash, Jennifer Louis, Jennifer Elder, Matt Ryan

EFIA Ethics for the Industry Accountant Frank Ryan, Matt Ryan

EUBI Ethics Update for CPAs in Business Ray Thompson

EPCF Ethics: Critical Thinking, Case Studies and Fraud Matt Ryan

ERU-1 Ethics: Regulatory Update Matt Ryan

GPECPA General Ethics for CPAs Jennifer Louis

REALWRLD Real World Ethics for the CPA Matt Ryan

VAETHICS Virginia-Specific Ethics Course Gary Bulmash, Jennifer Elder, Jennifer Louis, Matt Ryan

ETHICS — BEHAVIORAL, CONTINUED



ETIQUETTE


MPI Maintaining a Professional Image in a Business Casual World Cathleen Hanson, Carol Haislip

PCBE Professionalism, Civility and Business Etiquette Cathleen Hanson, Carol Haislip

FACILITATIONFACLTAT Facilitation as a Core Leadership Competency Tom Hood

I2A I2A: Strategic Thinking that Takes Insights to Action Tom Hood

I2AFACIL Tap the Wisdom of the Group Tom Hood

FINANCE





DFS Developing Finance Superstars Samuel Dergel


Donald Tomoff

FRUPDATE Financial Reporting Update Thomas Selling

FSA Financial Statements Analysis Jennifer Elder

LIONSLions, and Tigers, and Numbers Oh My! Finance for the Non-Financial Manager

Jennifer Elder

30ROLES Strategic Roles for Finance Jennifer Elder

ESEC The Essentials of SEC Financial Reporting Thomas Selling

TFEBP Transitioning from Financial Expert to Business Partner Jennifer Elder


FINANCIAL ANALYSIS

SATAccounting Standards Review for Controllers and Finance Professionals (Latest Edition)

Ray Thompson

LAPAAnalytical Procedures – Case Studies in Strengthening Analytic Financial Statement Audit Evidence

Jennifer Louis

MCAPAnalytical Procedures – The Most Common Analytics Used to Interpret Financial Statement Results

Jennifer Louis


ETIQUETTE




BADMW Business Analytics for Decision Making – Making it Work Gary Cokins

CPAABC Customer Profitability Analysis (with activity-based costing, ABC) Gary Cokins


FSAF Financial Statement Analysis and Forecasting Frank Ryan





Jennifer Elder


MBAIFA MBAexpress: Insightful Financial Analysis Peter Margaritis


DBBPredictive Accounting: Driver-Based Based Budgeting and Rolling Financial Forecasts

Gary Cokins


FINANCIAL KNOWLEDGE FOR NON-ACCOUNTANTS

CA-ACANA Color Accounting: Accounting Comes Alive for Non-Accountants Rebekah Brown, Peter Margaritis



KNOWACCT Everything You Wanted to Know About Accounting, But Were Afraid to Ask Peter Margaritis

NONFIN Finance for Non-Financial People Jennifer Elder


Peter Margaritis


Jennifer Elder

PFDNFAPresenting Financial Data to Non-Financial Audiences – Avoiding Over-simplification

Lin Kroeger

STORYFSA The Story Behind the Numbers – Financial Statement Analysis Nicole Long

FINANCIAL MANAGEMENT



Salvatore Collemi

FINANCIAL ANALYSIS, CONTINUED



AYPFAIL Are You Prepared to Fail – How do you reconcile? Lowell Wightman


Karl Ahlrichs


EFAHELP Elder Financial Abuse: How CPAs Can Help Jennifer Elder

ESSFE Essential Strategic Skills for the Financial Executive Frank Ryan


Ray Thompson

CS-PART2 Financial Professional Series: Internal Factors Impacting Business Frank Ryan, Matt Ryan



Ray Thompson

RGCDGoing Concern Disclosure Requirements Evaluating the Impact on Preparing Financial Statements, Compilations, Reviews and Audits

Jennifer Louis


Peter Margaritis

IFRSREE IFRS For Real Estate Entities Chris Boland


Ray Thompson

CROImplementing SSARS 21: Preparation, Compilation, Review & the Cash and Tax Basis of Accounting (Latest Edition)

Ray Thompson



Michael Kraten


Michael Kraten











FINANCIAL MANAGEMENT, CONTINUED



FINANCIAL REPORTING


RIGP A&A Update for Small-or Mid-Size Private Companies Jennifer Louis


Jennifer Louis



Jennifer Louis

PAFRNPAccounting and Financial Reporting Update for Nonprofits: Practical Insights in Current Financial Statement Issues Relevant to NP Entities

Jennifer Louis


Thomas Selling

EQUI Accounting for Equity Investments Jennifer Louis




Salvatore Collemi


Jennifer Louis


Jennifer Louis


Jennifer Louis

BLOBig GAAP, Little GAAP and AICPA’s Framework for SMEs Compared What Direction Should we take w/ Financial Reporting

Ray Thompson

BCAG Business Combination Accounting, Including Goodwill Jennifer Louis

DEBT Debt: Accounting and Financial Reporting,Risks Jennifer Louis


AESTEvaluating the Propriety of Estimates & Other Areas of Measurement Uncertainty – An Auditor’s Perspective

Jennifer Louis


Donald Tomoff


Ray Thompson

FRUPDATE Financial Reporting Update Thomas Selling

FSDC Financial Statement Disclosures Common to Private Entities Jennifer Louis


Ray Thompson


Jennifer Louis

FINANCIAL REPORTING




Ray Thompson




Jennifer Louis


Jennifer Louis


Jennifer Louis


LEASCHNG Leases – Getting Ready for Fundamental Changes Thomas Selling

LBAGAAPLeases Before and After New U.S. GAAP: Case Studies of the Impact of Applying Changes in Lease Accounting and Financial Reporting

Jennifer Louis

LTDTLong-Term Debt – Case Studies in Issues Impacting Classification, Disclosure and Debt Covenant Compliance

Jennifer Louis


NFPR Nonprofit Financial Reporting – Implementing the New GAAP Requirements Jennifer Louis

SECP PCAOB and SEC Update Jennifer Louis

PAUI Practical Accounting Update for Industry Michael Kraten


PCGPPrivate Company U.S. GAAP Alternatives – When and Why Should Companies Adopt Available Simplifications

Jennifer Louis



Jennifer Louis




Peter Margaritis


ESEC The Essentials of SEC Financial Reporting Thomas Selling


FINANCIAL REPORTING, CONTINUED



FORECASTING

BACKCAST Better Forecasting Using Backcasting Jennifer Elder

CPMUTCritical Performance Measures – Useful Tools for Gauging Success (A case study approach)

Frank Ryan

ERMF Enterprise Risk Management and Forecasting Frank Ryan


FSAF Financial Statement Analysis and Forecasting Frank Ryan





Michael Kraten


Michael Kraten

OBMIMTSN Open Book Management: It’s More Than Sharing Numbers Christopher McKittrick

DBBPredictive Accounting: Driver-Based Based Budgeting and Rolling Financial Forecasts

Gary Cokins

WINPLAN Preparing a Winning Business Plan Jennifer Elder


FRAUD




Sean Stein Smith

CYFR Cybersecurity, Risk Management and Fraud, Trends for CPAs Jennifer Louis


FORENSIC Forensics and Fraud: Real World Issues & Answers Jennifer Elder

FRDTFraud – Current Trends in Today’s Environment of Shifting Risks and Changing Fraud Schemes

Jennifer Louis


MBAFOF MBAexpress: Ferreting Out Fraud Jennifer Elder

FORECASTING



NPFRAUD Nonprofits Fraud Detection and Prevention Jennifer Elder


Jennifer Louis

MFFRAUD The Many Faces of Fraud: Why Good People Make Dumb Choices Chuck Gallagher

ATTACK To Prevent Fraud,You Have to A-T-T-A-C-K Fraud Jennifer Elder

BOTPSYCH Why Good People Do Bad Things Leslie Kirsch

GENERATIONAL ISSUES

ANT-ENG Anticipate Engagement: Motivating the Next Workforce Karl Ahlrichs





Karl Ahlrichs





DIG Diversity in Generations Denise Borgoyn



LMF Leader vs. Manager vs. Facilitator: When, Why, How? Lin Kroeger

GCMMG Leadership and Generations: What Are They Thinking? Lin Kroeger


Lin Kroeger

MMG Managing Multiple Generations: Next Steps and New Surprises Karl Ahlrichs


NEWNORM Next Steps in the New Normal World Karl Ahlrichs

POD-NGWF PODCAST: The Next-Gen WiFi – Karl Ahlrichs Peter Margaritis


FRAUD, CONTINUED






Karl Ahlrichs


GRUMP The New Workforce – New Data, New Ideas, Aging Baby Boomers Karl Ahlrichs




WT-GIW Working Together – Four Generations in the Workplace Jennifer Elder

WORKFLOW You’ve Got to Move it, Move it! Workflow Un-conference Jody Padar

GOVERNANCE

BBWYS Board Beginnings – Why You Should and How You Can John Morrow

Current Board Issues and Related Challenges John Morrow






Paul Calabrese


Paul Calabrese

HEALTH CARE


Karl Ahlrichs


Karl Ahlrichs

EHRIIS The Economics Of Health Reform: Implications for Industry & Society Don McDaniel

IFRS


Thomas Selling

IFRSREE IFRS For Real Estate Entities Chris Boland

GENERATIONAL ISSUES, CONTINUED



INFORMATION TECHNOLOGY


ADOBE-L Adobe Acrobat Best Features, Security, Forms and Tips for CPAs Judy Borsher



AUDITITConducting and Documenting IT Assessments in the Course of a Financial Audit

Leslie Kirsch

CPAFBDDA CPA Firm Business Development: Don’t Miss The Data Analytics Opportunity Donald Tomoff


EDMPTC Excel Data Management: Tables and Pivot Tables Challenge Donald Tomoff

EXCLPT Excel Pivot Tables in-depth, PowerPivot, & Data Analysis Functions & Tips Judy Borsher

EXCPBIDA Excel, Power BI and Data Analysis – Eliminating the Paralysis of the Analysis Donald Tomoff

E5TUCS Excel: 5 Tips for Understanding a Complicated Spreadsheet Donald Tomoff



DARWIN Going Darwin: Why Self-Evolution is the Key to Future Success Bill Sheridan

IDAEPP Introduction to Data Analytics with Power Pivot Donald Tomoff

IDAPQIntroduction to Data Analytics with Power Query (Get and Transform in Excel 2016)

Donald Tomoff

MSPBIEDVMicrosoft Power BI and Excel Data Visualization – Create Dynamic Charts, Graphs and Diagrams Based on Your Data

Judy Borsher

INFOSECUPrivacy & Security Considerations – Microsoft Office files, PDFs, Cyber-Security Tips for CPAs

Judy Borsher

SOCMEDSocial Media Strategy & Quick Start: Developing and Implementing a SocialMedia Strategy for CPA Firms & Organizations

Tom Hood

SOESKC Stand Out with Your Excel Skills: Key Capabilities to Set You Apart Donald Tomoff





Amy Vetter


Amy Vetter

INFORMATION TECHNOLOGY



CAAIML1The Journey to Becoming a Cherished Advisor: Utilizing AI to Create Opportunities for Long-Lasting Client Relationships

Amy Vetter

UBCAA Understanding Blockchain: For CPAs, Accountants & Auditors Salvatore Collemi

WEB20 Web 2.0: Less Hype, More Help Bill Sheridan


CLOUD Work from the Beach if you’re in the Cloud (Also available as a 1-hr Webcast) Jody Padar

INTERNAL CONTROL




Jennifer Louis



Jennifer Louis


Jennifer Louis


Jennifer Louis




Jennifer Louis

IAPB Internal Audits – The Process and Benefits Tricia Griffis


Jennifer Louis


Jennifer Louis

SAMPSampling – Avoiding Common Mistakes on Financial Statement & Compliance Audits

Jennifer Louis

URASLG Understanding the Role of the Auditor in State and Local Governments Tricia Griffis

LEADERSHIP

FBAREER “First Break All the Rules”: Employee Engagement and Retention Denise Borgoyn




INFORMATION TECHNOLOGY, CONTINUED






FALTTAt the Helm in the Storm: Seven Survival Strategies for Leaders in Turbulent Times

Greg Conderacci



Jeff Nischwitz


Karl Ahlrichs



BDS Business Development, Skills for Accountants Peter Margaritis







PBRAND Define Your Personal Brand & Enhance Your Executive Presence Jason Levin




Amy Vetter

CS-EC Effective Communication and Negotiation Frank Ryan, Matt Ryan


SUPER Embracing Your Inner Superhero Peter Margaritis



DARING Ethics: Above the Waterline – Mistakes You Should Dare to Make Frank Ryan, Greg Conderacci

LEADERSHIP, CONTINUED



TDBL Ethics: Caesar’s Wife: Tipping the Delicate Balance of Leadership and Ethics Greg Conderacci


EXENDURE Extraordinary Endurance: Leadership Lessons from the Long Road Frank Ryan, Greg Conderacci





BROADENFrom Technical Expert to Financial Leader: How to Manage and Broaden Your Career

Alan Patterson


Tom Hood



GOALTRUE Goals Come True: Visualizing and Executing Your Goals Using Vision Boards Jeannine K. Brown


GTOGGreat to Good: Using the Lessons of Good to Great AND How the Mighty Fall

Greg Conderacci



DTLT How to Develop Tomorrow’s Leaders Today: Succession Planning That Works Alan Patterson




NOJOKEImprov Is No Joke: Using Improvisation to Create Positive Results in Leadership and in Life

Peter Margaritis






Lowell Wightman





GCMMG Leadership and Generations: What Are They Thinking? Lin Kroeger


Lin Kroeger

CS-LTTT Leadership and the Tone at the Top Frank Ryan, Matt Ryan

LEADDIFF Leadership from a Slightly Different Perspective Peter Margaritis

IMPROV Leadership Improv – Why “Fake It Until You Make It” Works Greg Conderacci


LIO Leadership Inside Out: Discovering the Leader Within Greg Conderacci

LMEXPL Leadership or Management? An Exploration Denise Borgoyn

LSWSF Leadership Style - Which Style Fits You Lowell Wightman

LCDELeadership: Coaching to Develop and Empower – Accountability, Delegation and Dialogue

Lin Kroeger

LMPN Leadership: Motivation – The Power of Needs, Styles and Ownership Lin Kroeger

PSPE Leadership: Personal Style and Personal Effectiveness Lin Kroeger


APAI Leading Change: Action Planning to Actual Implementation Lin Kroeger



LPMT Leading People, Managing Things Donna Salter



LWCAWM Leading with Compassion: A Working Model Denise Borgoyn


LMTB-4 Leading, Mentoring and Team Building Frank Ryan


LEVLEAD Leveraging Leadership Through Improvision Peter Margaritis









MCMVEI Master Coach and Mentor - Valuing Your Emotional Intelligence Lowell Wightman




MENTCOND Mental Conditioning Methods & Strategies for Executive Excellence Lowell Wightman

CRISIS NO Coin Flips Allowed: Decision-Making in Crisis Greg Conderacci

ODEPC Overcoming Difficult Employee Performance Conversations Susan Katz

POD-LNFP PODCAST: Leadership and Not-for-Profits – Clark Price Peter Margaritis







Rebekah Brown




Jennifer Louis





10XLDR The #FutureReady Leader – Leading with Strategic Foresight Tom Hood

BOFI The Business of the Future Ronald Baker, Ed Kless











Tom Hood


Amy Vetter

HBRLEAD The Latest in Leadership – What’s New at the Harvard Business Review Jennifer Elder





TMPL Time Management and Personal Leadership Steve McClatchy






Jeff Nischwitz

UNMASK Unmask & Unleash Your Authentic Leader Jeff Nischwitz

LEARNNEW Using Personal Learning Networks to Learn New Skills Bill Sheridan


VISICAST Vision Casting: Creating a Vision Others Can Follow Jeannine K. Brown








LEAN ACCOUNTING


LEAN Lean Accounting for the Lean Enterprise Jerry Solomon

LMLE Lean Operations for a New Economy Frank Ryan

MBABPI MBAexpress: Business Process Improvement Jennifer Elder


TRIPLE Sustainability: Using the “Triple Bottom Line” to Increase Your Success Jennifer Elder

WRKSMART Working Smarter: Adding to Your Personal and Professional Bottom-line Jennifer Elder

MANAGEMENT





Jeff Nischwitz


ETP Elevating Team Performance Alan Patterson



TRANMGMT Excellence in Management – Inspiring Responsibility and Accountability Ray Perry

EMPMOTI Excellence in Management: Driving Results without Driving Your Team Crazy Ray Perry








LEAN ACCOUNTING



MBABBS MBAexpress: Business Benefits of Sustainability Jennifer Elder

MWMTC Measure What Matters to Customers: Using Key Predictive Indicators Ronald Baker


OOMREP Out of Office – Managing Remote Employees for Productivity Karl Ahlrichs

HEOPerformance, Productivity and Profit: Creating the Higher Energy Organization

Greg Conderacci









MARKETING

BUZZ Build Your Book of Business with Better Brand Buzz Greg Conderacci

DMBD Business Development: Distinctions Between Marketing and Sales Greg Conderacci

FINDND Find a Need and Fill It: Your Key to Business Development Greg Conderacci




Mike Sciortino


MBAMM MBAexpress: Masterful Marketing Peter Margaritis


Jennifer Warawa



SYNBYB Scratching Your Niche Bill Sheridan

MANAGEMENT, CONTINUED



SLBOOT Social Learning Bootcamp Tom Hood, Bill Sheridan

PSIE Special Delivery: Delivering Presentations to Sell Ideas Effectively Lin Kroeger


FIVEBUYThe Five Buying Motives: Turbocharge Your Sales by Unlocking the Power of Consumer Psychology

Chuck Gallagher


MEETINGS


MMMSTSM Master Meeting Maker: Save Time. Save Money. Get Results Chris Zervas


NEGOTIATION








21CNEG Why Don’t We Say Yes? 21st Century Negotiating Greg Conderacci

PERFORMANCE MANAGEMENT

EPM Analytics-based Enterprise Performance Management Gary Cokins


ANT-GRT Anticipate Greatness: Building a Productive, Resilient Workforce Karl Ahlrichs



CPMUTCritical Performance Measures – Useful Tools for Gauging Success (A case study approach)

Frank Ryan


MARKETING, CONTINUED





TRANMGMT Excellence in Management – Inspiring Responsibility and Accountability Ray Perry

FBNFLW Feedback is Not a Four-letter Word Donna Salter

FIX Finally Fixing Performance Management, Using New Tools Karl Ahlrichs

FIXTURN Finally Fixing Turnover and Employment Engagement Karl Ahlrichs

IDHT Identifying, Developing, and Hanging on to Talent Alan Patterson


MBABS MBAexpress: Balanced Scorecard Peter Margaritis



MBAPPMGT MBAexpress: Performance Management Jennifer Elder




SC Strategic Coaching – Growing Top-Notch Performers Ray Perry





PERSONAL DEVELOPMENT



AYHP Achieving Your Highest Priorities Donna Salter



PERFORMANCE MANAGEMENT, CONTINUED




FALTTAt the Helm in the Storm: Seven Survival Strategies for Leaders in Turbulent Times

Greg Conderacci


Amy Vetter


BPAFPIO Best Practices in Accounting and Finance Writing: Putting Ideas in Order Lin Kroeger





CREATE Creating Creativity: Outside – Outside the Box Greg Conderacci




PBRAND Define Your Personal Brand & Enhance Your Executive Presence Jason Levin


Amy Vetter



ECTGUIEAEmbrace the Challenges of Today: Get Unstuck and Increase Your Emotional Agility

Donna Salter



7PRINFCFierce Conversations: Enhance Communication, Resolve Conflict and Strengthen Relationships

Donna Salter

STRENGTH Finding and Applying Your Strengths Rebekah Brown, Donna Salter

FSSF Five Smooth Stones – Facing Goliath and Winning Greg Conderacci



Alan Patterson

GRWDFTM Get the Right Work Done (in less time): The Future of Time Management Jennifer Elder

PERSONAL DEVELOPMENT, CONTINUED



GETUP Getting UP! Supercharging Your Energy Greg Conderacci



ENERGY High Performance Time Management: Boosting Your Personal Energy Greg Conderacci


DIFFCONV How to Conduct Difficult Conversations in the Workplace Sarah Gershman





YCTC It’s Your Career. Take Control. Rebekah Brown


Lowell Wightman


LIO Leadership Inside Out: Discovering the Leader Within Greg Conderacci




LPMT Leading People, Managing Things Donna Salter


LLLL Look, Lead, Love, Learn Bill Sheridan


MPI Maintaining a Professional Image in a Business Casual World Cathleen Hanson, Carol Haislip

MIH Make it Happen! The Art of Discipline and Getting Things Done Karl Ahlrichs



TMIP Managing Multiple Priorities – The Discipline of Getting Things Done Ray Perry






MINDLIVE Mindful Living Jeannine K. Brown


MP Mingling for Professionals (Mingle, Mingle) Cathleen Hanson, Carol Haislip



GOODGRN On Good Ground: Creating A Personal Strategy for a Great Life Greg Conderacci

NEWCPA Orientation to the CPA Profession Rebekah Brown


HEOPerformance, Productivity and Profit: Creating the Higher Energy Organization

Greg Conderacci




PEF Principles of Effective Feedback Leslie Kirsch

PCBE Professionalism, Civility and Business Etiquette Cathleen Hanson, Carol Haislip



REINVU Reinvent Yourself – Create the Life You Want Jennifer Elder






Susan Katz







Jennifer Louis





FEEDBACK Thanks for the Feedback – Lessons in Giving and Receiving Feedback Rebekah Brown






POWRCONV The Power of Successful Conversations Sarah Gershman

UPSTRESS The Upside of Stress Rebekah Brown

VCONTR The Value-Added Controller Jennifer Elder






TNIBO Turning Networking into Business Opportunities Susan Katz


LEARNNEW Using Personal Learning Networks to Learn New Skills Bill Sheridan



Jeff Nischwitz






WT-PSW Working Together – Four Personality Styles,in the Workplace Jennifer Elder




PERSONALITY STYLES






PERSPersonality Styles – Adjusting to Varying Personality Types for Improved Communication and Performance

Jennifer Louis




STRGSUIT What’s Your Strong Suit: Improving Communications for Effective Results Chuck Gallagher




PERSONNEL/HR

FBAREER “First Break All the Rules”: Employee Engagement and Retention Denise Borgoyn



ANT-GRT Anticipate Greatness: Building a Productive, Resilient Workforce Karl Ahlrichs







MECAApplying “Lean” Thinking to Making Employees Your Competitive Advantage

Karl Ahlrichs

BETHEDIF Be The Difference: Recognizing and Preventing Harassment in the Workplace Chuck Gallagher

BBWHBeyond the Buzzwords with Hiring: Apply “Lean” Processes and Fix the WayYour Organization Hires

Karl Ahlrichs


Karl Ahlrichs

TITB CFO versus HR – Thinking Inside the Box Karl Ahlrichs





HARETHIC Ethics and Harassment: Don’t Become the Next News Story Jennifer Elder

FIXTURN Finally Fixing Turnover and Employment Engagement Karl Ahlrichs

IRPHire the Lucky Ones – How to Improve Retention and Productivity by Selecting Fortunate Employees

Karl Ahlrichs

IDHT Identifying, Developing, and Hanging on to Talent Alan Patterson

IACM Interviewing to Avoid Costly Hiring Mistakes Jennifer Louis

MCHANGE Managing Change Karl Ahlrichs


MMG Managing Multiple Generations: Next Steps and New Surprises Karl Ahlrichs






POD-NGWF PODCAST: The Next-Gen WiFi – Karl Ahlrichs Peter Margaritis

PEF Principles of Effective Feedback Leslie Kirsch





PERSONNEL/HR, CONTINUED




Karl Ahlrichs

PPHARASS Sexual Harassment – The Current Landscape and the Way Forward Jennifer Elder, Karl Ahlrichs



Karl Ahlrichs


ADAADAAA The American With Disabilities Act and ADAAA: A Primer Denise Borgoyn

HRROLES The Human Resources Role of Supervisors and Managers Denise Borgoyn






PRESENTATION SKILLS

AWESOME Awesome Financial Presentations Jennifer Elder



ECFR Effective Communications Frank Ryan



Peter Margaritis

SPEAK-W Get Out of the Casket and Up to the Podium Peter Margaritis

DPSI It’s All in the Presentation: Designing Presentations to Sell Ideas Effectively Lin Kroeger


MBAPNFI MBAexpress: Presenting Numbers for Impact Jennifer Elder

IMPSPresentation Skills – Improving Your Skills to Communicate to Groups with Confidence

Jennifer Louis


POWPRE Producing Powerful Presentations: Performance and Profit Robert Cooper

PERSONNEL/HR, CONTINUED






SUCSPROJ Successful Project Approval Using a Business Case Jennifer Elder


Peter Margaritis

TELSTORY Telling the Story Behind the Numbers: What, So What, Now What Jennifer Elder


SPEAK Tips and Techniques on Public Speaking and Presentation Skills Peter Margaritis

WOWEM Your Next Presentation? Wow ‘Em Chris Zervas

PROBLEM SOLVING



CPS Creative Problem Solving Lin Kroeger

FIX Finally Fixing Performance Management, Using New Tools Karl Ahlrichs


UPSSSelling for CPAs: Using Your Problem-Solving Skills to Promote Profitable Business Growth

Greg Conderacci



Susan Katz





PRESENTATION SKILLS, CONTINUED



PROJECT MANAGEMENT


MIH Make it Happen! The Art of Discipline and Getting Things Done Karl Ahlrichs


MBAPM MBAexpress: Project Management Peter Margaritis

OTPM Project Management – Delivering Results On Time and Within Budget Ray Perry

PMIP Project Management: Get the Buy-In to Get Results Lin Kroeger





PUBLIC SPEAKING


SPEAK-W Get Out of the Casket and Up to the Podium Peter Margaritis

LEADDIFF Leadership from a Slightly Different Perspective Peter Margaritis



PSPSFE Public Speaking and Presentation Skills for Everyone, Even Us Introverts Denise Borgoyn


SPEAK Tips and Techniques on Public Speaking and Presentation Skills Peter Margaritis


REVENUE RECOGNITION




Jennifer Louis

PROJECT MANAGEMENT





MONAccounting Standards Review for Controllers and Finance Professionals (Latest Edition)

Ray Thompson



Ray Thompson


Ray Thompson


Ray Thompson





Jennifer Louis


RISK MANAGEMENT

ARBBS Audit Risk – Beyond the Balance Sheet Robert Tarola



ERMAF Enterprise Risk Management – Accountability Framework Robert Tarola







Jennifer Louis




REVENUE RECOGNITION, CONTINUED






Michael Kraten


Michael Kraten


Jennifer Louis


MBARM MBAexpress: Risk Management Jennifer Elder

RMDRP Risk Management – Disaster Recovery Planning Jennifer Elder


SOFTWARE — EXCEL

AEUMVBA Automation In Excel: Using Macros Without Understanding Code (VBA) Donald Tomoff

CETBBA Custom Excel Training: Basic to Beginner Advanced Donald Tomoff

EYPSJSC Excel – Young Professionals: Skills to Jump Start Your Career Donald Tomoff

EXCELA-L Excel Advanced Features, Functions, Pivot Tables and the Macro Recorder Judy Borsher

EXCELADV Excel Advanced Productivity Features Judy Borsher

EXCLBOOT Excel Boot Camp for CPAs Judy Borsher

EXCELHOT Excel Hot Topics and Best Practices for CPAs Judy Borsher

EXCELINT Excel Intermediate Productivity Features Judy Borsher

EXCLPTExcel Pivot Tables in-depth, PowerPivot, and Data Analysis Functions and Tips

Judy Borsher

EXCELM-L Excel Power User: Macro Programming using Visual Basic for Applications Judy Borsher

EP5TTBTPExcel Productivity: 5 Excel Tips and Techniques to Massively Boost Team Productivity

Donald Tomoff

EXCEL-L Excel Refresher and Update Judy Borsher

BGRAPHICPowerPoint & Excel Data Visualization Create Dynamic Financial Presentations, Charts, Graphs and Diagrams

Judy Borsher

SOFTWARE — WINDOWS

EXCELFNE Microsoft Office 2016: Focus on New Features with emphasis on Excel 2016 Judy Borsher

MS365 Microsoft Office 365 – Productivity Features Update for CPAs Judy Borsher

RISK MANAGEMENT, CONTINUED



ONENOTE Microsoft OneNote Digital Note-Taking Note-Taking and Collaboration Judy Borsher

OUTLK-L Microsoft Outlook Best Practices for CPAs Judy Borsher

WIN10 Microsoft Windows 10: Transition from Windows 7 Judy Borsher

WORD-L Word Productivity Features and Time-Saving Tips for Business Documents Judy Borsher

STRATEGIC / BUSINESS PLANNING

COMPETEN A Crisis of Competency Bill Sheridan




ABSR Avoiding Bankruptcy – Surviving the Recession (A case study approach) Frank Ryan


Amy Vetter

BACKCAST Better Forecasting Using Backcasting Jennifer Elder

BLOG101 Blog 101: First Steps to Stardom Bill Sheridan

BRANDYOUBrand You: How to Be a Leader and Boost Your Career – With a Little Help From Social Media

Bill Sheridan



BUSMODEL Business Model Competition & Disruptive Innovation Rita McGrath



BPLAN-1 Business Planning: A Managerial Accounting,Approach – Basic Level Michael Kraten

BPLAN-2 Business Planning: A Managerial Accounting,Approach – Intermediate Level Michael Kraten




DDPLAN Discovery Driven Planning Rita McGrath

ERMAF Enterprise Risk Management – Accountability Framework Robert Tarola

SOFTWARE — WINDOWS, CONTINUED







ESSFE Essential Strategic Skills for the Financial Executive Frank Ryan


WHO Finding Your Way Through Career Transitions Greg Conderacci



Alan Patterson


DARWIN Going Darwin: Why Self-Evolution is the Key to Future Success Bill Sheridan


VALUPRIC Implementing Value Pricing in Your Firm Ronald Baker


LTMLearning that Matters Collabinar (web-based collaborative action — learning experience)

Bob Dean

COMPLEX Learning to Live with Complexity & Positive Disengagement Rita McGrath


MBABS MBAexpress: Balanced Scorecard Peter Margaritis

MBABBS MBAexpress: Business Benefits of Sustainability Jennifer Elder

MBAFDR MBAexpress: Faster Disaster Recovery Peter Margaritis



MWMTC Measure What Matters to Customers: Using Key Predictive Indicators Ronald Baker



Jennifer Warawa

OBMIMTSN Open Book Management: It’s More Than Sharing Numbers Christopher McKittrick

STRATEGIC / BUSINESS PLANNING, CONTINUED



POD-FT PODCAST: Forward Thinking – Tom Hood Peter Margaritis

WINPLAN Preparing a Winning Business Plan Jennifer Elder

POPI Pricing on Purpose (for Industry) Ronald Baker

LINK101 Private: LinkedIn 101: The Basics and Beyond Bill Sheridan

PYOB Providing Your Own Bailout Frank Ryan


CASESM Social Media: From Skeptic to Stardom Bill Sheridan

SPRETRET Sole Proprietor’s Retreat Ronald Baker



Jennifer Louis






WAVES The #FutureReady Accountant: Moving From Compliance to Reliance Bill Sheridan






Amy Vetter


EU To All the Economists I’ve Loved Before Anirban Basu

BRANDID Who Are You? Creating and Marketing a Brand Identity for Yourself Greg Conderacci


WRKSMART Working Smarter: Adding to Your Personal and Professional Bottom-line Jennifer Elder

STRATEGIC / BUSINESS PLANNING, CONTINUED



STRATEGIC & CRITICAL THINKING


EATSTRAT Becoming a Strategic Firm Jason Blumer

BOI Blue Ocean Innovation: Market-Taker to Market-Maker Don McDaniel


TITB CFO versus HR – Thinking Inside the Box Karl Ahlrichs


CTFAF Critical Thinking for Accounting and Finance Karl Ahlrichs


Jennifer Louis


Karl Ahlrichs



Alan Patterson


Alan Patterson


Tom Hood




GTOGGreat to Good: Using the Lessons of Good to Great AND How the Mighty Fall

Greg Conderacci


HBFSKWN How to Be a Future Scout and See Around Corners and Know What’s Next Tom Hood, Rebekah Brown



HMFEPSBHow to Move from a Financial Expert to a Partner and Strategist to the Business

Alan Patterson

I2A I2A: Strategic Thinking that takes Insights to Action Tom Hood



STRATEGIC & CRITICAL THINKING










Jennifer Louis




OCTOPUS Taming the Octopus Called Change Jennifer Elder

I2AFACILTap the Wisdom of the Group: Facilitation Techniques for Getting from Insights to Action with Ease

Tom Hood

10XLDR The #FutureReady Leader – Leading with Strategic Foresight Tom Hood

PSBLIAO The Anticipatory Organization: Accounting and Finance,Edition Daniel Burrus

BBBYSR The Best Business Books Ever Written Ronald Baker

BOFI The Business of the Future Rebekah Brown, Donna Salter


ENDCOMP The End of Competitive Advantage Rita McGrath

DICMThe Finance & Accounting Organization as Partner and Strategist to the Business

Alan Patterson



Tom Hood




Jeff Nischwitz


WDDEC When Debits Don’t Equal Credits (for Professionals and Industry) Ronald Baker


STRATEGIC & CRITICAL THINKING, CONTINUED





SUSTAINABILITY

MBABPI MBAexpress: Business Process Improvement Jennifer Elder



TAX



Emily Burns


ETCS-1 Ethics: Tax Cases Matt Ryan

FORM990 In-Depth Review of IRS Forms 990/990T Tony Cuozzo


TCCR Tax Talk - Crowd-Source Research Jody Padar

TEAM BUILDING






Jeff Nischwitz







STRATEGIC & CRITICAL THINKING, CONTINUED




IMPROV Leadership Improv – Why “Fake It Until You Make It” Works Greg Conderacci


LMPN Leadership: Motivation – The Power of Needs, Styles and Ownership Lin Kroeger


LMTB-4 Leading, Mentoring and Team Building Frank Ryan


MBATHPT MBAexpress: Teamwork & High Performance Teams Peter Margaritis







FOWHDWM The Future Of Work Is Here, Now How Do We Manage it? Rebekah Brown




Jeff Nischwitz




TIME MANAGEMENT

AYHP Achieving Your Highest Priorities Donna Salter


GRWDFTM Get the Right Work Done (in less time): The Future of Time Management Jennifer Elder

ENERGY High Performance Time Management: Boosting Your Personal Energy Greg Conderacci

TEAM BUILDING, CONTINUED





TMIP Managing Multiple Priorities – The Discipline of Getting Things Done Ray Perry


OTPM Project Management – Delivering Results On Time and Within Budget Ray Perry

SLAY Slaying the Energy Vampires – And Boosting Your Performance Greg Conderacci

TMGMD Successful Time Management – Getting the Most out of your Day! Jim Lindell






CLOUD Work from the Beach if you’re in the Cloud (Also available as a 1-hr Webcast) Jody Padar

TRUST

COT8 Champions of Trust Greg Conderacci



Alan Patterson



BDCAMP Turning Trust into Value: Business Development Boot Camp Greg Conderacci

UNCONSCIOUS BIAS




MUB Mitigating Unconscious Bias Siri Chilazi

TIME MANAGEMENT, CONTINUED



WELLNESS

WELLBEING Achievement as a Pathway to Well-Being Donna Salter



Amy Vetter

MINDLIVE Mindful Living Jeannine K. Brown

TMGMD Successful Time Management – Getting the Most out of your Day! Jim Lindell

WOMEN’S ISSUES




XBRL


YELLOW BOOK

YBOUTLINE Yellowbook: A Full Outline and Insights Tricia Griffis

RBASAAuditing in Compliance with Yellow Book and Single Audit - How to Get a Better Return by Avoiding the Most Misapplied Audit Concepts

Jennifer Louis

YB4 Yellow Book in 4 Hours - Complying with the Latest Requirements Jennifer Louis

YBSA Yellow Book and Single Audit - Complying with Current Requirements Jennifer Louis

WELLNESS

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Regulatory EthicsSpecialized Knowledge

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Course Catalog can be customized for your organization and brought on-site to your office.

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teaching styles and methodology. BLI is the future of learning.

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Strategic learning to move careers forward.

Technical LearningAccountingAccounting (Governmental)AuditingAuditing (Governmental)Business LawEconomicsFinanceInformation TechnologyManagement ServicesRegulatory EthicsSpecialized Knowledge

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