EB-NC Financial Management Network Webinar - December 09, 2023

When:  Dec 9, 2023 from 09:00 AM to 01:00 PM (PT)

A continuing education (CPE) event for accounting and finance professionals. The program allows you to earn four hours of CPE credit, keep up-to-date on accounting and finance issues and network with other professionals.

These CPE Sessions are conducted under the IMA's Global Core Values and IMA's Statement of Ethical Professional Practice. Adherence to these statements are required to participate in this event.

The new link for the East Bay - Northern California FMN Session is:

Here are the December 2023 topics: 

From Idea to IPO Part I: Bridging the Gap Between Accounting & Operations
Field of Study: Accounting
Many believe that successfully managing the growth of a business is directly related to strategic alignment of accounting or finance teams with operational functions. Graham Stanton, Co-Founder and CEO of Avise, joins this segment to discuss accounting software considerations, bridging the gap between accounting and operations, as well as the review of a company lifecycle. Graham, who also co-founded the company Peloton, shares how his story and experience with Peloton ties into the accounting field as a whole.

From Idea to IPO Part II: The Well-Rounded Finance Professional
Field of Study: Accounting
In today's world, finance professionals must be more agile than ever. Though technical skills are an absolute necessity, the ability to be a true strategic partner for the business is a differentiating quality of the well-rounded finance professional. Graham Stanton, Co-Founder and CEO of Avise, joins this segment to discuss ERP software as an all-encompassing solution, the importance of financial and operational metrics, as well as the idea of a well-rounded finance professional.

The Business Cycle Part II: Is an Economic Downturn on the Horizon?
Field of Study: Economics
Although there are no clear formulas to identify a recession as soon as one begins, a downturn must be deep, pervasive, and lasting to qualify as a recession. Currently, economists determine if a recession is occurring by looking at a variety of complex indicators, the most common being two consecutive quarters of negative gross domestic product. Alan Gorlick of Gorlick Financial Strategies joins this segment to discuss the various recession indicators and cures in addition to providing his thoughts on the current economic client.

Year-End Tax Planning and Preparing for 2024
Field of Study: Taxes
The end of the year is quickly approaching and there are many and various tax planning considerations and changes for the upcoming tax season. Tax expert Barbara Weltman discusses year-end tax strategies and looks forward to tax considerations for 2024. Topics covered include tax credits and deductions for green energy initiatives, retirement plans, charitable contributions and R&D, as well as IRS plans to increase audit activity and leverage AI and digitalization.

Cost: $40 Pay through PayPal


Robert Hulin
(510) 304-1406