VIRTUAL EVENT:

Better, Faster, Stronger:  Future-Proofing Your Finance Organization

About the Series

The businesses that bounced back easiest from the challenges of 2020 were the ones already disrupting the status quo by embracing digitization. The difference was especially marked for finance and accounting teams, with those who already had the means to accept payments and manage core accounting functions digitally faring much better than those who hadn’t. Now is the time to seek out the continuous improvement—of people, processes, and tech—that will help your business emerge strong through whatever the future throws at you next. This masterclass event will focus on the perspectives and tactics that will enable your finance organization to become future-proof. 

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Upon completion of the event you will receive an official CPE Transcript and/or Certificate of Completion from AICPA.

Click here to see full CPE Credit Requirements

Session 1: 12 PM ET

Risk, Cost, and Cash Management for Controllers and Financial Managers

When an organization fails, it is usually due to several factors. These often result from a number of undetected, poor practices that infect and grow throughout the entire organization. They can include a lack of understanding of costs, poor asset allocation, systems that support the status quo, failure to identify risk, tunnel vision by management, and so on. Often, management will repeat poor practices across the enterprise. For example, do you think a so-called "budgeting crisis" is normally due to the budget, or actually hidden, existing problems that were uncovered due to the budgeting process?

This webcast demonstrates the use of practices and techniques specifically designed to assist CPAs and other financial professionals in adding value to their company through improved decision-making, cost management, understanding business cycles, managing continuous improvements, cash management, and risk management.

Learning Outcomes:
  • Identify and correct practices that can negatively impact an organization
  • Determine and measure cost drivers and trends
  • Recall how to navigate an organization through the business cycle
  • Apply and manage a variety of improvement programs
  • Apply cash management activities and consolidate them into an organization’s plans
  • Identify how to manage risk throughout the enterprise

Leah-3_1-300x300 Leah Donti, CPA, CMA, MBA
Seminar Leader & Professional Speaker, Advantage Montreal Seminars Inc.
Format
Webcast
NASBA FIELD OF STUDY
Management Services
Level
Intermediate
CPE Credits
1
CTP Credits
1
Author
Leah Donti
Access
This is a live event
PREREQUISITES
None
ADVANCED PREPARATION
1 hour
Session 2: 1 PM ET

How to Create Better Payment Experiences in B2B

B2B buyers increasingly expect to be able to pay the same way they do in their lives as consumers: online and in real-time. But with operations that still rely on paper checks in many cases, B2B payments and accounts receivable have not yet caught up to these expectations. Change is coming, however, with the pandemic having forced many businesses to digitize their payments as a matter of survival. In this webinar, you’ll learn what the final stretch of digitizing B2B payments is and how embedding payment processing within your existing systems can create a more seamless experience for your customers. 

Learning Outcomes:
  • Understand the lasting impact COVID-19 has had on the way we work
  • Identify the challenges involved with digitizing B2B payments and how to solve them 
  • Learn how companies have already started to digitize their AR operations
  • Learn how collaborative commerce and the network effect will simplify how B2B buyers and sellers do business 
JasonReadHeadshot Jason Read
Chief Strategy Officer, Versapay
Format
Webcast
NASBA FIELD OF STUDY
Finance
Level
Intermediate
CPE Credits
1
CTP Credits
1
Author
Jason Read
Access
This is a live event
PREREQUISITES
None
ADVANCED PREPARATION
1 hour
Session 3: 2 PM ET

Panel Discussion: Empowering Finance and Accounting Teams of the Future

If the past year can be said to have any silver linings, one would be the perspective we’ve all gained on the way we work. With many businesses accelerating digitization efforts over the last year, employees are realizing opportunities to shift their time away from manual tasks to focus on high-value work. Team leaders now also recognize that their employees can work just as effectively when remote. These discoveries will have plenty of implications for how teams navigate returning to office—if at all. Join our panel of industry experts as they discuss the secrets behind leading highly effective finance and accounting teams in the new normal. 

Learning Outcomes:
  • Identify strategies for retaining high-performing talent in finance and accounting roles 
  • Discover tools for making remote work easier on finance and accounting teams 
  • Learn how finance leaders can listen to their teams’ challenges and uncover the best solutions 
  • Understand how finance and accounting professionals can be empowered to be strategic partners 

Leah-3_1-300x300 Leah Donti, CPA, CMA, MBA
Seminar Leader & Professional Speaker, Advantage Montreal Seminars Inc.
MichaelUssery Michael Ussery, CPA
Partner, Kral Ussery LLC.
Screen Shot 2021-05-05 at 12.06.49 PM Michele Kemp, CPA
Founder & Owner, The Kemp Firm LLC.
Format
Webcast
NASBA FIELD OF STUDY
Finance
Level
Intermediate
CPE Credits
1
CTP Credits
1
Author
Leah Donti, Michael Ussery, Michele Kemp
Access
This is a live event
PREREQUISITES
None
ADVANCED PREPARATION
1 hour

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