CPE & Event Calendar

You could pay $0 for this course!All we really know is the past but all that really matters is the future. Traditionally, the controller’s job focuses more on looking backwards while the CFO looks to the future to drive the organization forward--two different perspectives. Leaders depend on us to present a cogent and reasonably accurate forecast in order to make sound decisions. Whether we call our plans budgets, projections, forecasts or business plans, we are trying to predict the future without a magic crystal ball, tarot cards or a Ouija board. We will discuss ways to help make the best estimates we can, but there is one thing we know: We will be wrong! We will also examine the rapidly changing world we live in and how our organizations and how lessons from our collective past can help us find opportunities and adapt to our ever-changing environment. 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-13322. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!This presentation focuses on four key roles that every financial leader shares: Staying abreast and aware of the myriad changes in GAAP accounting, the impact on the balance sheet, correctly financing the organization, and properly paying state and local taxes. We must be vigilant and current. Many seasoned executives do not properly analyze the lease-versus-buy decision. GAAP is ever-changing. What are the issues that will impact our balance sheet? The spotlight is to enhance our financial skills and accounting. Accounting is always moving forward, just as we should. Otherwise, we may be left behind. 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-13317. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers", CPAs and CFOs are positioned to be prime beneficiaries of this technology. This comprehensive hands-on course will get you well on your way to becoming a ChatGPT and Microsoft 365 Copilot expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. Your also learn about Microsoft 365 Copilot which is a derivative of the ChatGPT platform. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day to day tasks.Bring your laptop!

You could pay $0 for this course!We are so busy that we sometimes fail to do the simple things as we should. We know that simple things are not always simple, and they may have a significant impact. We should not take certain topics for granted, e.g., ethics, governance, internal audit, and incentive compensation plans. We will review these four topics, concentrating on today’s best practices in governance, internal audit, and incentive plans. Learn from the numerous ethical mistakes made by others. Internal audit can be a profit center. What are best practices in governance? The cost of ‘not doing it right’ can be enormous, and we discuss proven tactics to help you and your colleagues do it right - the first time. 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-13318. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!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. 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.

You could pay $0 for this course!In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. This reality has proven to be even more true with the advent of COVID-19. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations. The program is focused on organizational success and will concentrate on ways to manage risk and achieve greater productivity. 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-8750. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!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. 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!Whether you are a seasoned executive or a staff professional, we all have seen the damage from a crisis and 'unexpected' trouble. Ignoring potential issues is inane in today's environment. Leaders prevent problems. We will discuss how to prepare for and deal with a crisis, proven strategies to detect scams, and how to thoroughly investigate fraud: There is a right way and a wrong way. Additionally, what is artificial intelligence, how will it change the finance function, and what new skills must we develop? Trouble is everywhere, it is best to plan in advance rather than attempt to not fall further behind. Those who are prepared are always more successful. Prepare with us! 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-13320. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

You could pay $0 for this course!Effective CFOs drive continuous improvements in their departments and beyond. Come share ideas with experienced CFOs that will allow you to improve your department's performance in four key areas. 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-6526. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org

You could pay $0 for this course!We all aspire to be great leaders, improve organizational effectiveness, learn new skills, and deliver reports that truly are effective. We will discuss how, and specifically what, you can do to improve your management skills, how to uncover lies, and how to effectively change corporate culture. We also will show what great reports look like, giving you insight into how to make your reports understood and actionable. What are the new skills a CFO needs to be successful in 2035? The best leaders aspire to improve and strengthen the organization. These four sessions of two hours each will help you become a better leader. 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-13319. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.