FINANCIAL PLANNING

NOTE: All programs will be livestreamed unless otherwise noted.

Oct. 17 | Open 8 a.m.

Program 8:30 a.m. – noon

Controller/CFO Update: Hot Topics

Facing Today’s Financial Professional (TCF4)

Arthur G. Pulis, MBA, Owner, Pulis & Associates

In today’s rapidly changing world, finance professionals must wear many hats and are often the keys to organizational success. They must have not only proven financial skills for making the best decisions but also skills to motivate, manage and lead people. Being pigeonholed into one area or the other isn’t in anyone’s best interest. This became clear with the advent of the COVID-19 pandemic. We’ll cover the latest issues CFOs and controllers need to know and provide how-to guidance to enable immediate use. The program is focused on organizational success and ways to manage risk and achieve greater productivity.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Update

CPE credit: 4 credits

Developed by: Surgent

Oct. 17 | Open noon

Program 12:30 – 4 p.m.

Gaining a Competitive Advantage: Critical Skills for CFOs & Controllers (GCA4)

Arthur G. Pulis, MBA, Owner, Pulis & Associates

We know change is occurring at an exponential rate in all areas of finance, management and leadership. In this practical, interactive session, we’ll present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. The course deals with current issues and will continue to be updated as necessary throughout the year. Become the “financial hero” of your organization and make a positive impact on the bottom line.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate

CPE credit: 4 credits

Developed by: Surgent

Nov. 13 | Open 8 a.m.

Program 8:30 – 10:10 a.m.

Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (WSKT)

Douglas P. Stives, CPA, MBA, Professor of Accounting, Monmouth University Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Many employees are unfamiliar with how stock options work and that they can be a valuable opportunity to establish and grow their wealth. However, stock options are not without risk, and employees who receive stock options are often unaware of this. Research has shown that over 75% of employees have never exercised their stock options. Almost half of them (48%) say they held off on selling their options for fear of making a mistake. This course provides accounting and financial professionals with a broad overview of employee stock options and the fundamentals behind them so they can better advise their clients.

$99 member | $125 nonmember

$89 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Beginning

CPE credit: 2 credits

Developed by: Surgent

Nov. 15 | Open 8 a.m.

Program 8:30 a.m. – noon

Advanced Financial Skills (CL4ACCS)

Rebeka J. Mazzone, CPA, CGMA, Adjunct Faculty Instructor, Providence College School of Business

Is your Finance Department seen as a cost center? Are you underutilized and underappreciated? You can change that paradigm and become a value-added, highly sought-after partner in your organization. The traditional cost center is focused on the past, repairing historical financial statements and budget-to-actual analysis. The value-adding Finance Department is focused on the future, helping to guide strategy, protect against risk, implement change effectively and become a trusted organizational adviser.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate

CPE credit: 4 credits

Developed by: AICPA