CPE Catalog & Events

Module 1: Raising Capital: How to Execute the Leaders' Most Crucial Responsibility • Understanding the need o How much is needed, when, what will it be used for, etc.? • Keys to success: o Planning o Understand how the use, stage, amount, how and when - impacts the decision o Unintended consequences to avoid • Low cost is not necessarily a sound option. • What are the non-quantifiable factors that can change the financing decision? • Details on the time-intensive processes • Common blunders when raising financing o The perils of choosing the wrong alternative or wrong investor! Module 2: Accounting for People: Workforce Trends and Talent to Add Value • Trends in the modern workforce: demographics, generational shifts, remote work, and engagement • The true cost of talent: hiring, retention, and turnover • People as assets versus people as liabilities • The varied challenges in accounting for human capital • Metrics that matter: KPIs for employee performance and value • Integrating people costs into financial strategy • Navigating compliance, risk, and benefits Module 3: Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients • Who is your customer? o How to segment your customers o Identifying and understanding your most valuable customers • What is solution-based planning for customer value? • Recognizing internal customers (e.g., departments served by finance) • Exploring profitability differences between customers with similar revenue • Creating and sustaining a customer value pyramid Module 4: Activate and Execute Your Strategy: Turn Planning into Results • The strategy-execution gap: common reasons why most strategic plans fail • Why should financial planning lead strategy? • Evaluating the lifespan and relevance of your strategic plan • Building your strategy to include risk management • Building an adaptive, finance-focused strategic approach • What we should learn from the rise and fall of major companies • How to align financial metrics with strategy

• Major 2026 tax form changes as they relate to individual taxpayers • How 2026 tax developments impact 2026 tax forms

Module 1: Improving Profitability the Right Way: How to Cut the Right Costs • Understanding what the goal really is o Better planning, ready aim and then fire. o What are the crucial considerations • Why do others in the organization hate to cut costs? • What are the 'ripple' effects? • What are the right costs to cut and not to cut? o What are the more common mistakes made? o The need to consider politics, culture, and strategy! o Fourteen (14) different perspectives to utilize to cut costs efficiently o Over fifty (50) uncommon cost cutting possibilities • How to prepare for the next cost cutting exercise • A proven process to cut the right cost in an organization. Module 2: Building High Performing Teams: Cohesive Teams Get Results • What are the five clear signals that teamwork is broken? o The pervasive myths about teams • Why conflict is necessary for effective teams • Why winning teams are built on and depend on trust o The value of assessments and diversity • Your fifteen-step action plan to build trust and enhance teamwork • Retaining your best talent • The essential steps leaders must take to enable teamwork to flourish. Module 3: Do Creative Accountants Belong in Prison? True or False? • Should accountants be creative? o The pros and cons of creativity • The inherent problems of creativity o Creativity is not an excuse! • The tangled correlations between creativity, ethics, and dishonesty • The interrelationship between the Code of Professional Conduct and creativity. o Citations from the Code of Professional Conduct. • What is the impact of creative accounting on our constituencies? • How to effectively and ethically harness creativity Module 4: Storytelling Your Financials for Impact: Narrative Beats Numbers • Why does storytelling always beat data-dumping in financial communication? • Anatomy of a great financial story: structure, characters, and turning points • The role of context, trends, and insights in financial messaging • How Apple uses financial storytelling to engage stakeholders • Visual tools and techniques to support your narrative • Communicating with non-financial audiences: clarity without oversimplification

Overview of IRS Notice and Correspondence Processes Identification and Interpretation of IRS Notices Response Timelines and Procedural Requirements Response Options and Escalation Considerations Taxpayer Rights and Due Process Best Practices for Notice Management and Compliance

Module 1: Improving Profitability the Right Way: How to Cut the Right Costs • Understanding what the goal really is o Better planning, ready aim and then fire. o What are the crucial considerations • Why do others in the organization hate to cut costs? • What are the 'ripple' effects? • What are the right costs to cut and not to cut? o What are the more common mistakes made? o The need to consider politics, culture, and strategy! o Fourteen (14) different perspectives to utilize to cut costs efficiently o Over fifty (50) uncommon cost cutting possibilities • How to prepare for the next cost cutting exercise • A proven process to cut the right cost in an organization. Module 2: Building High Performing Teams: Cohesive Teams Get Results • What are the five clear signals that teamwork is broken? o The pervasive myths about teams • Why conflict is necessary for effective teams • Why winning teams are built on and depend on trust o The value of assessments and diversity • Your fifteen-step action plan to build trust and enhance teamwork • Retaining your best talent • The essential steps leaders must take to enable teamwork to flourish. Module 3: Do Creative Accountants Belong in Prison? True or False? • Should accountants be creative? o The pros and cons of creativity • The inherent problems of creativity o Creativity is not an excuse! • The tangled correlations between creativity, ethics, and dishonesty • The interrelationship between the Code of Professional Conduct and creativity. o Citations from the Code of Professional Conduct. • What is the impact of creative accounting on our constituencies? • How to effectively and ethically harness creativity Module 4: Storytelling Your Financials for Impact: Narrative Beats Numbers • Why does storytelling always beat data-dumping in financial communication? • Anatomy of a great financial story: structure, characters, and turning points • The role of context, trends, and insights in financial messaging • How Apple uses financial storytelling to engage stakeholders • Visual tools and techniques to support your narrative • Communicating with non-financial audiences: clarity without oversimplification