What?
You are invited to attend a virtual 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.
Here are the March 2022 topics:
Finance Trends Today: Forecasting, Data and Automation Field of Study: Management Services Protiviti's 2021 Global Finance Trends Survey reveals an unambiguous conclusion. The world, business and finance have entered a new era and there is no going back. Tim Hird, executive vice president with Robert Half, and Jay Thompson, a managing director with Protiviti, review the results of the survey focusing on how financial executives feel about issues such as forecasting and planning, robotic process automation, data, and talent management.
The World of Accounting Outsourcing Field of Study: Accounting Accounting Outsourcing Services, often provided by CPA firms, accounting and financial professionals and consulting firms, have been around for a while and have gained more popularity in the last two years. This was a trickle down effect of the pandemic and the great resignation. Small and medium enterprises found themselves unable to manage their day-to-day workload as they were left with minimal to no staff, or staff filling unfamiliar roles and tasks. Jason Pourakis, partner, accounting, and advisory service line leader and Marine Rollinger, partner, accounting outsourcing services practice leader, at Mazars USA, discuss the world of accounting outsourcing.
How to Assess & Manage Risk Within Your Organization – Part I Field of Study: Management Services Building a successful risk management program is not as straightforward as one might think. It includes several focus areas such as a full risk management assessment and process, a regularly updated and evaluated risk register, and a comprehensive insurance program that starts with a package policy. David Peters, tax practitioner and financial advisor at Peters Tax Preparation & Consulting, discusses how to build an effective risk management program and the main risks controllers and financial professionals typically face.
Delegating, Coaching & Mentoring: Becoming an Effective Leader Field of Study: Personal Development Accounting and finance professionals need a variety of tools today to become effective leaders in their organizations. Amongst those tools are three in particular: delegating, coaching, and mentoring, that have nothing to do with technical competencies. Dr. Belinda Johnson White, founder, owner and managing director of Building Leaders LLC, discusses what each of those tools entails, the steps to take in order to be effective, and the benefits to both the employees and the organization when done right.
Where?
Virtual from your home
Login to your Kaplan account to access the virtual classroom at: https://fmn.smartpros.com
If you are new to this program, please register with us by Wednesday prior to the session so that we may receive your log-in credentials prior to the session.
Cost: $40.00 pay through PayPal: www.paypal.me/IMA112
Code of Conduct
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.
RSVP with contact person below: