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Business Management & Corporate Leadership Forum


Total Credits: 8 including 3 Accounting - Technical, 1 Behavioral Ethics - Non-technical, 2 Business Management & Organization - Non-technical, 1 Computer Software & Applications - Non-technical, 1 Taxes - Technical

Average Rating:
  5   (1 comments)
Category:
Accounting and Auditing |  Ethics |  Industry |  Partner Produced |  Tax
Faculty:
Albert D. Spalding Jr. |  Bryan L. Smith |  Duane M. Reyhl |  Anthony (Tony) C. La Russo |  Meg Lehigh |  Ash Noah
Course Levels:
Overview
Duration:
8 Hours
License:
Access for 40 day(s) after program date.


Description

For those in accounting and financial leadership – managing teams, implementing regulatory changes and interpreting the language of numbers for other departments is all routine. Keep your skills sharp.

  • Integrated Reporting, the latest method of showing value and answering stakeholders demands for transparency.
  • Financial planning and analysis challenges abound – see how big data is being leveraged in forecasting.
  • The Tax Cuts and Jobs Act is expected to have a $1.7 trillion impact on the business sector’s tax liability.

How Digitization is Impacting the Role of the CFO (NEW)

Data and digitization have strategic implications that impact the future viability of the organization, all as technology is reshaping business models, and redesigning how customers interact with your companies. Most importantly, instead of process driving technology, innovative technology is driving process. Thus, whether your enterprise survives and thrives depends on a successful digital transformation. Join Ash Noah as he explores how the role of the CFO, the shape of the finance organization and the competencies and mindset of finance professionals are changing in response to this evolving digital landscape.

Ash Noah, CPA, FCMA, CGMA, AM&AAVice President – External Relations, Management Accounting, Association of International Professional Accountants, Durham, NC

 

A Broader View: The Transition into Integrated Reporting*

It’s no longer enough to rely on financial and sustainability reporting, separately, to measure corporate performance. Stakeholders demand greater communication and transparency as companies look to show value. Develop a better grasp of combining multiple channels to interest both stakeholders and share value creation potential through integrated reporting.

Ash Noah, CPA, FCMA, CGMA, AM&AAVice President – External Relations, Management Accounting, Association of International Professional Accountants, Durham, NC

 

Intergenerational Team Dynamics (NEW)

With Traditionalists, Baby Boomers, Gen X’ers and Gen Ys/Millennials all filling rolls in the workforce, intergenerational conflicts are common. Appreciating and incorporating generational strengths and openly communicating and addressing biases is key to improving your team projects, building strategy and creating a culture of awareness.

Meg LehighLeadership and Development Consultant, HR Collaborative, Grand Rapids

 

Climbing the Steps of Budgeting & Forecasting

Financial planning and analysis (FP&A) in today’s market can seem like an uphill battle between dynamic planning, zero-based budgeting and more. Emerge into 2019 with an understanding of the impact of trends on staffing and skill sets for FP&A executives, how big data can be leveraged in forecasting and the best practices for better business agility and remaining competitive.

Anthony C. La Russo, BA, MBA, CMA – Consultant, Lecturer, Naples, FL

 

The Next Decade for Business & Industry After Tax Reform (NEW)

The Tax Cuts and Jobs Act (TCJA) is estimated to reduce the business sector’s tax liability by approximately $1.7 trillion over a 10-year budget window according to Ernst & Young LLP. Though the revenue impacts of the TCJA on tax liability vary greatly by industry, understand the industry-specific impacts on services and wholesale etc. and what to anticipate. 

Anthony C. La Russo, BA, MBA, CMA – Consultant, Lecturer, Naples, FL

 

A Financial Professional’s FASB Insider*

Don’t get left behind! Stay informed on the profession through this comprehensive course that keeps you up to date with a summary of recent FASB releases and effective dates. And explore the hot topics around financial accounting and reporting from leases to going concern.

Duane M. Reyhl, CPA, CGMA – Audit and Accounting Partner, Andrews Hooper Pavlik PLC, Midland

 

Leveraging Dashboards to Deliver Data (NEW)

Learn how using Microsoft PowerBI can help team members better comprehend data. Unlock new abilities to create compelling and powerful dashboards in minutes which open doors to transforming how your corporation handles reporting processes.

Bryan L. Smith, CPA.CITP, CISA – Co-Owner, CPA Crossings, LLC, Rochester

 

Is Ethics about Fitness or Flourishing?^ (NEW)

"Darwinian" ethics emphasizes the survival of the fittest and focuses on "fitness" as a way of thinking about ethical best practices. "Aristotelean" ethics emphasizes the "good life," and incorporates ethics into a way of thinking about, and living, a "good life." Which is more appropriate in today's workplace? This workshop examines real world cases through these two lenses. Participants will be invited to weigh in on their preferred approach to ethics.

Albert D. Spalding, Jr.Associate Professor, Mike Illitch School of Business Administration, Wayne State University, Detroit

Basic Course Information

Learning Objectives
  • See Description


Major Subjects
  • See Description

Course Materials

Faculty

Albert D. Spalding Jr. Related seminars and products: 8

CPA, JD, PhD


Albert “Bert” Spalding is an attorney-CPA and holds the Certified in Financial Forensics (CFF) designation from the AICPA. 

Professor Spalding serves on the faculty of the Department of Accounting at the Wayne State University Mike Ilitch School of Business…where he teaches business law, tax, forensic and fiduciary accounting -- as well as professional ethics -- in the MS in Accounting and MBA programs.

Bert Spalding has also served on the legal staff of the IRS National Office in Washington, D.C. where he drafted letter rulings, technical advice memoranda, revenue rulings and other pronouncements. 

Dr. Spalding holds graduate degrees in accounting, law, psychology, philosophy and theology, and has authored several books and many journal articles on accounting, tax, legal and ethics-related topics. His popular SpaldingCPE seminars, webcasts and self-study courses on ethics and accounting topics are widely received around the State of Michigan as well as nationally.


Bryan L. Smith Related seminars and products:

CPA.CITP, CISA


Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals to leverage technology to increase the quality and efficiency of their services. Bryan’s primary qualification is his understanding the business side of technology and helping CPAs bridge the gap between business and technology. He has extensive knowledge and experience in proper Excel design techniques and helping CPAs build spreadsheets that are accurate and allow for better data analysis.

Bryan’s key accomplishments include 30+ years in the implementation of technology to automate business processes; Nationally recognized speaker and author on technology issues affecting the CPA profession, with an emphasis on IT security, Excel spreadsheet design and Business Intelligence (BI); Master of Science in Information Assurance; Certified Information System Auditor (CISA); Member of the Information System Audit and Control Association; and Past Chair, Michigan Association of CPAs Information Technology.

He is past chair of the Michigan Association of CPAs Leadership Task Force and a past member of the AICPA CITP Credential.

The bottom line . . . Bryan is dedicated to helping you achieve success!


Duane M. Reyhl Related seminars and products:

CPA, CGMA


Duane Reyhl is an accounting and auditing partner with the Michigan firm of Andrews Hooper Pavlik PLC. His primary focus is auditing, attestation services, and forensic accounting. He also helps clients refine their internal control and implement accounting standards. Duane’s industry experience includes not-for-profit organizations, local governments, colleges and universities, school districts, employee benefit plans (private, governmental, and SEC), health care organizations, and construction contractors. Prior to AHP, Duane was a member of a San Jose, California firm and served for six year as the technical director for the Peer Review Program of the California Society of CPAs where he oversaw the program’s technical review process and assisted reviewers and firms with technical questions related to audit, accounting, and peer review standards. Prior to that, Duane was the partner in charge of auditing, accounting, and quality control for an Oakland, California firm.

MICPA service. His service for the Michigan Association of CPAs includes current membership on the Peer Review Task Force. Duane is a past chair of MICPA A&A Conference Panning Task Force and the Accounting and Auditing Standards Task Force.

Presentations and courses. Duane has previously written the AICPA course, Peer Review – Are You Ready and speaks frequently on audit, accounting, and peer review topics for various organizations. He has been a discussion leader at two AICPA Peer Review Conferences. In addition, he has taught a section of the course, Financial Statements in the Courtroom, for the National Judicial College. Duane has also written two courses for the California Society of CPAs: Audit Planning: A Practical Approach to Integrating the Standards and Non-Profits – Issues with Fraud, Risk Assessment, Internal Control, and Volunteers.

Other interests. Duane is the past district governor for Rotary District 6310, a past president of the Rotary Club of Saginaw-Sunrise, and serves as the school board treasurer for St. Charles Community Schools. Away from work, he enjoys spending time with his family, writing children’s stories, performing genealogy research, and playing the acoustic guitar.


Anthony (Tony) C. La Russo Related seminars and products:

BA, MBA, CMA, Consultant and Lecturer


Tony has over 30 years of experience in industrial and service organizations. Over the course of his career he has held senior level management, operating and staff positions, including as President of companies with annual sales more than $500 million, consisting of domestic and international facilities. Tony has also held senior level positions in finance, planning and business development, as well as being a Board member for start-up companies. Prior to retiring, during 2003, he was the President of a major division in an international company. During his career, he successfully negotiated business transactions on six continents.

Tony was an Adjunct Professor of Management for 20 years and has written numerous articles on a variety of business topics. He is a member of several professional organizations, has spoken at annual meetings and programs at universities, and served as an officer in trade associations. He has been recognized by several organizations for his teaching and lecturing accomplishments. Tony also has had two books published: Management: Ready Aim Fire (2005) and Practical Financial Decision Making (2011). His biography is included in several publications by Who’s Who and has recently been given their Lifetime Achievement Award.

In addition, since retiring from full-time employment, he has lectured throughout the U.S., including at major corporations, and conducted consulting activities. Tony has developed and written courses and webinars covering topics in finance, accounting and management, was a reviewer for a new book and authored an article How to Avoid Tunnel Vision.


Meg Lehigh Related seminars and products:


Meg Lehigh has more than 20 years’ experience and brings expertise in organizational development, executive coaching, and building team effectiveness to her role at HR Collaborative. Meg has guided teams at national companies during critical organizational transformations, and helped leaders grow results with her performance coaching. She utilizes customized techniques are designed to influence behavior and increase individual accountability. Her hands-on approach repeatedly produces noticeable results that lead to sustained success for your business.

Additional she has provided Human Resource Experience to Meijer in Talent Acquisition & Talent Development as Interim Director & Senior Manager; T-Mobile in Learning & Development as Director & Senior Manager; AT&T in Training & Organizational Development as Director & Senior Manager; and Delta Airlines in Operations & Training as Manager.

Meg has certifications in Myers Briggs, WAVE, DiSC, Lominger 360, and Korn Ferry Leadership Architect.

Her communication involvement includes Grand Rapids Opportunities for Women, Officer, Committee Lead; Michigan Women’s Foundation, West Michigan Committee; Inforum member; and International Women’s Day Planning Committee 2016-17.


Ash Noah Related seminars and products:

CPA, FCMA, CGMA, AM&AA


Ash Noah is currently Vice President External Relations – Management Accounting at the American Institute of CPAs (AICPA), and focuses on introducing, promoting and widening awareness of the Chartered Global Management Accountant® (CGMA) designation among organizations worldwide.  He works closely with the Chartered Institute of Management Accountants (CIMA) and acts as a liaison to the CFOs and CEOs of Fortune 1000 companies and other significant organizations.

 

Ash has previously served as CFO of the International Unit of the global transport and logistics provider, TNT Express, and has led finance teams in 45 countries through significant transformation.  While at TNT, Ash worked with CIMA to help build Business Partnering competencies in the finance function. He has been closely involved in mergers and acquisitions in Brazil, Chile, India and Spain.  He has also led several business turnarounds in the Middle East, Africa, Australia, Northern Europe and Asia. 

Ash is a licensed US CPA and a Fellow of the Chartered Institute of Management Accountants, making him one of the few CGMA designation holders who qualify through both the AICPA and CIMA.   He is currently based in Durham, North Carolina.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, CGMAs, Finance Directors, CFOs, Controllers and anyone working in business, industry, government, or education
Original Recording Date 02/19/2019
Yellow Book No
Course Developer MICPA
Date Added to Catalog 12/20/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

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Overall:     5

Total Reviews: 4

Comments

Ryan P

"Ash and Tony are fantastic speakers! "

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