Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.
• The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.
• Coordinating risk management efforts, including the required involvement of corporate governance.
• How to embed risk management into day-to-day accounting and finance activities.

Who will benefit:

Anyone interested in risk management.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Today's savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available.

Join us for this powerful webinar and unlock the full potential of LinkedIn as your HR secret weapon for recruiting top talent, retaining your best employees, and elevating overall team engagement.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn.
• Best practices for organically attracting candidates to your company and team.
• Strategic talent networking opportunities.
• Essential considerations of employee advocacy and brand building using LinkedIn.
• Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies.

Who will benefit:

Executives, leaders, hiring managers, and employees who are assisting with the hiring process.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• How do I optimize cash flow?
• Qualitative Evaluations – Core Earnings & Sustainable Growth
• Quantitative Evaluations – Liquidity Ratios
• Increasing Customer Base vs. Payment Terms
• Business Cycle & Cash
• Investing Company Cash
• What keeps companies from becoming streamlined?
• Behavioral Finance Biases
• Information Processing Biases
• Emotional Biases
• Dealing with Behavioral Biases

Who will benefit:

CPAs in management roles who are looking to improve their company's cash flow.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

• Pervasive best practices for effective communication
• Specific strategies for written materials
• Unique considerations for verbal presentations
• The importance of recursive revision
• Tips for success
• Pitfalls to avoid

Who will benefit:

CPAs in public practice, members in industry, and other professionals who want to enhance their communication skills.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust, and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join me to sharpen your communication skills and elevate your professional impact.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Techniques for simplifying complex financial information for clients and stakeholders
• Persuasive communication principles aligned with CPA roles
• Building and maintaining trust and credibility with diverse stakeholders
• Case studies and Interviews with Finance, Accounting and CPA professionals
• Developing empathy and emotional intelligence in communications
• Best practices for active listening to strengthen client relationships
• Application of Influencer principles for impactful change in communication

Who will benefit:

All who desire to "level up" and dominate their communication and influence skills.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

The webcast explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.

Learning Objectives:

- Take a strategic perspective relative to risk management and crisis management in an uncertain economic climate to include employee shortages, skill set shortages, and baby boomer retirements.

- Review the impact uncertainty and risk at the operational level relative to short and intermediate term decision making.

- Determine the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction.

- Manage the debt and equity mix for your organization in a rapidly changing economic landscape.

- Analyze the impact of the credit markets on your banking relationships and financial needs of the organization and the organizations ability to raise capital.

- Determine the impact on an organization of competing in a supply chain constrained environment

- Evaluate the impact of federal, state and municipal deficits and unfunded mandates as it relates to tax planning in a post pandemic recovery or recession

- Determine the safety and soundness of your critical businesses processes in an uncertain environment.

- Influence growth through acquisition of distressed organizations during the next recession

- Pave the economic way ahead for the CFO/Controller in 2023 and beyond.

Who will benefit:

- Financial staff

- Controllers

- Chief Financial Officer

- senior management

- corporate Board

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

Developing a Strong Risk Management Culture

Successful leaders are anticipatory, understanding the potential effect and wider implications of risks. You can guide staff and correct behaviors with policies and procedures. But to fully actualize a risk management culture, leaders must convey integrity and must step up their commitment to enterprise risk management (ERM). Enterprise risk management means dealing with uncertainty. It requires leaders to make informed decisions managing people, processes and technology. In this webcast, you'll learn what it means to be an anticipatory leader, the five levels of defense in risk management and much more.

Learning Objectives:

- Distinguish what it means to be an anticipatory leader.

- Compare the various roles and individual responsibilities in risk management.

- Apply the 80/20 perspective applied to enterprise risk management.

- Calculate the five levels of defense in risk management as it relates to leadership roles.

- Determine action steps for the board and executive leadership team.

Who will benefit:

- Accountants and finance professionals, Practitioners of All levels

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

Your company is only as good as your written communication (bold)

During this webcast, you'll learn the art and science of writing, and how to write more effectively with increased clarity and stronger effect.

Learning Objectives:

- Describe how to write more effectively with increased clarity and a stronger effect

- Recognize the benefits of being a good writer

- Identify 9 rules of effective writing

Who will benefit:

- CPAs, Accountants and finance professionals

- corporate finance teams

- business leaders

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget.

These areas include:

1. Social media

2. Content development.

3. Email marketing.

4. Text (SMS) marketing.

5. Chatbots and other interactive AI tools.

6. Drip marketing campaigns.

Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease!

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.
• Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.
• Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.
• Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!
• Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.
• Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!
  

Who will benefit:

Firm leaders and marketing specialists working in accounting firms.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• How do I optimize cash flow?
• Qualitative Evaluations – Core Earnings & Sustainable Growth
• Quantitative Evaluations – Liquidity Ratios
• Increasing Customer Base vs. Payment Terms
• Business Cycle & Cash
• Investing Company Cash
• What keeps companies from becoming streamlined?
• Behavioral Finance Biases
• Information Processing Biases
• Emotional Biases
• Dealing with Behavioral Biases

Who will benefit:

CPAs in management roles who are looking to improve their company's cash flow.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.