CPE & Event Calendar

Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic planning aren't talking with the people who are doing the budgeting or forecasting. Also, there is a lack of uniform accountability throughout the organization. The pandemic has shown us that our planning process must be far nimbler and allow our organization to shift rapidly. This course is designed to completely integrate the planning process and show how it can move from long-range thinking, through medium-term planning, through the annual budget, and to the monthly cash-flow forecast. This course will teach the participant how to avoid many political pitfalls that end up causing a lack of accountability and often cause the planning process to be demotivating to the staff. This isn't just a strategic planning course or a budgeting course. It is a course that looks at the entire planning process from beginning to end and shows how much smoother it can be when it is an integrated process. While it is a technical course discussing many of the technical tricks and tips for producing a good plan, it is also a management course in that it will discuss the political aspects of planning. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. As of April 7, 2025, the state’s Workforce Training Express Fund suspended reimbursements for training costs to Massachusetts businesses. While we don’t have a confirmed timeline for the program to resume, it will likely be sometime this summer. We will continue to monitor this closely and encourage you to visit the state’s Workforce Training website for the most current updates and guidance. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-13015. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

Your financial accounting credentials do not automatically qualify you for a CFO role. Today's CFOs have skills that go far beyond financial accounting. Come share ideas with veteran CFOs and learn new techniques that will make you more effective now and long into the future. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. As of April 7, 2025, the state’s Workforce Training Express Fund suspended reimbursements for training costs to Massachusetts businesses. While we don’t have a confirmed timeline for the program to resume, it will likely be sometime this summer. We will continue to monitor this closely and encourage you to visit the state’s Workforce Training website for the most current updates and guidance. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-4393. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course! The past few years have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is an important part of every organization; however, often companies do not differentiate between project management and operations management. Sometimes the finance professional is called upon to serve on a project team, or in other cases is in a position to manage a project within the finance or accounting department. In either case, he or she should be well versed in both the theory and practice of project management. While project management has probably been around since the time of building the pyramids, the modern discipline started to take hold in large organizations in the late '50s and early '60s. From there it spread to smaller organizations to the point where almost any-sized organization can benefit from its ideas. This course is designed for the finance professional of the small and medium-sized organization. It is not meant for the experienced project manager of a large organization or the person wanting training for project management certification. In an effort to avoid talking theory without concrete examples, we will often use examples born from projects needed as a result of recent changes in both economics and politics. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. As of April 7, 2025, the state’s Workforce Training Express Fund suspended reimbursements for training costs to Massachusetts businesses. While we don’t have a confirmed timeline for the program to resume, it will likely be sometime this summer. We will continue to monitor this closely and encourage you to visit the state’s Workforce Training website for the most current updates and guidance. This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-13034. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

MassCPAs is excited to bring back our Management of an Accounting Practice (MAP) Conference in-person this fall! Join us November 19th-21st at Foxwoods Resort Casino for three days of networking, reconnecting with your peers and informative sessions on the top issues facing firms. Developed by firm leaders for firm leaders and their successors, this conference will feature some of accounting's foremost thought leaders.