CPE Catalog & Events

Module 1: Better Management Reporting: Clear + Simple = Great! Why do most managers not understand financial reports? o The mistakes users make and the mistakes the accountants make o Steps to take to correct the issues What do managers need from their reports? o The step-by-step process to build reports that provide vital information o How to learn what your users want o Alternative methods to present reports What systems and software could be helpful? Examples of great reports o What works and what does not work well? o Crafting a report to suit your audience The benefit of and necessity of an annual review Module 2: Changing Corporate Culture: Understanding Your Culture and How to Improve It The eight types of corporate cultures Determining which culture(s) exist in your organization How to introduce change in an acceptable way What are core values and why they are so important? What kind of culture(s) fits in the organization? Where do you need the culture to develop so the organization can thrive? Why people are so resistant to change What is the 'right' speed for change? How to grow your team into a better culture Module 3: Recognizing Lies: How to Detect and Prevent Lies abound o Why is it so difficult to call out a liar? o How lies devastate o Why do we despise lies? o What sets liars apart? Deciphering the signals that indicate dishonesty How short-term thinking leads to lies and leads to uncovering lies o Analyzing the cues o Differentiating concerns and guilt The deception paradox What makes a great lie so great? Proven processes to uncover lies Module 4: Reinventing the Modern CFO: Adapting and Advancing! Championing the role of innovation in the workplace Technology evangelists and change agents o What does it mean? o What is our role? The roles we take on and differences between the roles we are assigned How innovation and strategy matters Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035

Module 1: Better Management Reporting: Clear + Simple = Great! Why do most managers not understand financial reports? o The mistakes users make and the mistakes the accountants make o Steps to take to correct the issues What do managers need from their reports? o The step-by-step process to build reports that provide vital information o How to learn what your users want o Alternative methods to present reports What systems and software could be helpful? Examples of great reports o What works and what does not work well? o Crafting a report to suit your audience The benefit of and necessity of an annual review Module 2: Changing Corporate Culture: Understanding Your Culture and How to Improve It The eight types of corporate cultures Determining which culture(s) exist in your organization How to introduce change in an acceptable way What are core values and why they are so important? What kind of culture(s) fits in the organization? Where do you need the culture to develop so the organization can thrive? Why people are so resistant to change What is the 'right' speed for change? How to grow your team into a better culture Module 3: Recognizing Lies: How to Detect and Prevent Lies abound o Why is it so difficult to call out a liar? o How lies devastate o Why do we despise lies? o What sets liars apart? Deciphering the signals that indicate dishonesty How short-term thinking leads to lies and leads to uncovering lies o Analyzing the cues o Differentiating concerns and guilt The deception paradox What makes a great lie so great? Proven processes to uncover lies Module 4: Reinventing the Modern CFO: Adapting and Advancing! Championing the role of innovation in the workplace Technology evangelists and change agents o What does it mean? o What is our role? The roles we take on and differences between the roles we are assigned How innovation and strategy matters Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035

Define and scope of estate planning Long-term care as a critical estate planning issue Challenges with Medicaid planning Methods to pay for long-term care