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Inclusive Leadership: Does It Really Work?

ID: 68219
Friday July 11, 2025 01:00PM - 02:00PM
Topics:
Business Management + Strategy
Non-members
$89.00
Members
$75.00
Your price
$89.00

In today's fast-paced environment of shrinking margins, disruption, and tight deadlines, organizations have an untapped asset - People. Diversity of thought is even more critical than ever before. Yet, many organizations do not fully take advantage of the opportunities to recruit and promote high performing talent.

Learning Objectives:

Identify the difference between mentors, coaches and sponsors

Identify techniques to empower a culture of inclusiveness

Identify individual and organization initiatives to enable Inclusion

Who will benefit:

HR Professionals, Managers, those in leadership positions


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.

Finance Business Partnering: The Essentials

ID: 68226
Tuesday July 15, 2025 09:00AM - 05:00PM
Topics:
Business Management + Strategy
Non-members
$41.00
Members
$349.00
Your price
$41.00

Critical Competencies

This webcast builds on your current knowledge and experience to help you successfully navigate and drive value for your business during a time of disruptive, technology-led change.

You will learn how to stay relevant and future-focused while building your competencies in critical areas including communication,

influencing, and business acumen.

This webcast also delivers strategies and best practices to support your ability to enable strategic decisions to drive business forward.

Learning Objectives:

- Recognize the importance of successful finance business partnering to an organization's success and sustainability.

- Identify the core finance business partnering competencies necessary for today�s finance and accounting professionals.

- Recognize the importance of the interconnectivity of technical, business, people, and leadership competencies.

- Identify how an organization or the finance function can prepare to deal with key challenges to business partnering success.

Who will benefit:

- finance professionals of any level who would like more insight into developing skills required for finance business partnering.


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.

Financial Storytelling the Key in Growing Your Organization to the Next Level

ID: 68671
Tuesday July 15, 2025 09:00AM - 11:00AM
Topics:
Business Management + Strategy
Non-members
$149.00
Members
$125.00
Your price
$149.00

Are you responsible for presenting financial information to your organization, business associates, or clients? If you’re a CEO, CFO, CPA, financial analyst or a manager needing to communicate financial information in an impactful way, this workshop will give you the necessary tools to tell more effective stories with your financial data. It is imperative in this fast-paced business environment, accountants need to gain a high-level understanding of the technology advances to help them focus their time on finding the story behind the numbers. Bring financial information to life and use it to communicate a story to an audience, with a focus on simplicity and ease of interpretation. This is accomplished through a mix of financial data, visualization, storytelling theory, best practices, and practical application.

Learning Objectives:

- Determine how to translate accounting/Financial language into plain English through similar and understandable context

- Identify Key Financial and operational Metrics

- Determine how to find the story behind the numbers

- analyze the value of Using charts and pictures in your in Financial presentations

- design your PowerPoint Presentation to let the audience see only What you want them to see at that moment

- Identify and explain why storytelling is an effective method of getting your recommendations and next steps across to your audience

Who will benefit:

CPAs, /Professionals from Managers up to Managing Partners and CFOs wanting to enhance their skills and abilities to explain financial information to associates and clients


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.

Enterprise-Wide Risk Management in Accounting and Finance

ID: 67578
Tuesday July 15, 2025 11:30AM - 03:30PM
Topics:
Business Management + Strategy
Non-members
$186.25
Members
$149.00
Your price
$186.25

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.

Recruit. Retain. Engage. Mastering LinkedIn for HR Success

ID: 67586
Tuesday July 15, 2025 04:00PM - 06:00PM
Topics:
Business Management + Strategy
Talent Management + Human Resources
Non-members
$111.25
Members
$89.00
Your price
$111.25

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.

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

Finance Business Partnering: Influence to Impact

ID: 68233
Thursday July 17, 2025 09:00AM - 05:00PM
Topics:
Business Management + Strategy
Non-members
$41.00
Members
$349.00
Your price
$41.00

Drive business success forward

This webcast offers finance professionals an advanced application-based approach to finance business partnering. You will:

- Acquire essential problem-solving skills that can positively affect all areas of the business

- Learn how to leverage analytics tools and techniques to aid in decision-making

- Become accomplished in presenting and influencing key business decision-makers

You also will enhance your interpersonal, communication, and leadership skills, so you are more proficient in executing strategic visions.

Learning Objectives:

- Determine the appropriate skills and techniques to effectively communicate and Influence business decisions according to audience

- apply holistic and Strategic thinking within the entire business

- analyze the Key tools and techniques used to aid in Strategic decision-making

- apply interdependent consulting skills to Influence Key partnerships

Who will benefit:

- experienced professionals who would like more insight into developing skills required for finance business partnering in preparation for senior roles


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.

Talk This Way - Communication Skills for the CPA

ID: 67615
Thursday July 17, 2025 01:30PM - 03:30PM
Topics:
Business Management + Strategy
Non-members
$111.25
Members
$89.00
Your price
$111.25

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.

Master the Art of CPA Communication: Boost Your Influence!

ID: 67701
Thursday July 24, 2025 12:00PM - 04:00PM
Topics:
Business Management + Strategy
Essential Skills + Professional Development
Non-members
$186.25
Members
$149.00
Your price
$186.25

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.

Implementing an AI-Enabled Marketing Strategy for Your Firm

ID: 67715
Friday July 25, 2025 09:30AM - 10:30AM
Topics:
Business Management + Strategy
Non-members
$68.75
Members
$55.00
Your price
$68.75

Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs.

Key Takeaways:

Understand the fundamental principles of AI and its applications in marketing.

Learn how to leverage AI tools and technologies to enhance your marketing campaigns.

Discover practical strategies for integrating AI into your firm's marketing workflow.

Gain insights into measuring the effectiveness of your AI-driven marketing efforts.

Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies.

By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing

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:

  • Module 1: Introduction to AI in Marketing
    •    The Basics of AI – Concepts and Terminology
  • Module 2: Leveraging AI Tools and Technologies
    •    Overview of AI Tools for Marketing

  • Module 3: Practical Strategies for AI Integration
    •    Integrating AI into Your Marketing Workflow

  • Module 4: Measuring AI-Driven Marketing Effectiveness
    •    Key Metrics for Assessing AI-Driven Campaigns

  • Module 5: Real-Life Case Studies and Success Stories
    •    Case Studies of Firms Successfully Using AI in Marketing

  • Module 6: Developing Your AI-Enabled Marketing Strategy

    •    Creating a Custom AI Marketing Strategy

Who will benefit:

Marketing Leads for Accounting Firms and Accounting Firm Mangement/Owners


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

Disrupt to Dominate: Mastering Change Leadership

ID: 67728
Saturday July 26, 2025 10:00AM - 02:00PM
Topics:
Business Management + Strategy
Non-members
$186.25
Members
$149.00
Your price
$186.25

In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently.

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:

  • The urgency of leading change now & the steps in leading change
  • The power of crafting a vision that encourages buy-in
  • The art and science of building strong partnerships
  • Accelerating change through relationship networks
  • Communication strategies for change
  • Establishing a feedback culture for successful change
  • Managing self in times of change
  • Case studies and real-world scenarios

Who will benefit:

CFOs, CPAs, solo practitioners, staff, policy makers, executives, legal representatives, and others interested in leading change better.


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