All topics (188)

Fraud: How it Happens and How to Protect Your Organization

Speakers: Karen Miessner, CPA, SingerLewak LLP, Lead Partner Not-for-Profit Assurance and Advisory, Los Angeles, CA; Ashley Whitaker, CPA,

This video will cover recent frauds affecting the nonprofit community and how they could have been prevented. We will also highlight segregation of duties for organizations of all sizes - using using the AICPA 2, 3, 4 person office model.

Delivering Impact Through Diversity

Speaker: Joanne Y. Cleaver, Wilson-Taylor Associates Inc., President, Old Orchard Beach, ME

Takeaways from this video include how to formulate a winning and sustainable diversity strategy; how to align succession planning, training, and partnership preparation with diversity and inclusion goals; and more.

The Data-Driven Finance Leader

Watch this video and hear how companies like yours became data-driven finance leaders that proactively drove strategy and improved operations.

How to Build a High Performing Culture

Speaker: Bill Kaiser, High Performing Culture, Senior Consultant, Medford, NJ

While most organisations allow their cultures to evolve naturally, top-performing ones don't leave this to chance. They're intentional and systematic about how they define, drive, and leverage the culture they want to have. We show you how to do just that.

Excel for Fraud

Speaker: J. Carlton Collins, CPA, ASA Research, Editor, Jekyll Island, GA

In this video, you will learn several ways to use Excel to help detect and prevent fraud, including working with random numbers, applying Benford’s Law, and cleaning general ledger data so it can be pivoted and analyzed in detail.

Things I Wish Someone Would Have Told Me (for CFOs/Controllers)

Speakers: Eloise Scavella, American Diabetes Association, Chief Operating & Strategy Officer, Arlington, VA; Scott Steffens, CPA, Grant Thornton LLP, Partner, Arlington, VA

This video is for new CFOs and controllers in the NFP space. Learn from a new CFO about transitioning into the NFP sector and what they wish they had known to avoid potential pitfalls while working with boards, banks and NFP staff.

How to Identify and Successfully Work With Different Personality Traits

Speaker: Jessica Iennarella, CPA, CFF, HSNO The Forensics Firm, Forensic Accounting Supervisor, Scottsdale, AZ

This video is designed to address six common personality traits; three that are typically viewed as negative and three that are typically viewed as positive. You will be provided with guidance on how to identify and best work with those traits.

What I Learned Going From CFO to CEO

Speaker: Joey Pointer, CPA, CGMA, Fleet Feet, CEO, Carrboro, NC

What I learned during my journey from CFO to CEO in a challenging retail environment and how it impacted my thoughts on the importance of culture and core values.

Key Operating Metrics and Analytics

Speaker: Aaron Vandeford, Managing Director, EnerCom Inc, Denver, CO

In this session we will take a data driven approach of identifying key E&P operating metrics and looking at their relationship to valuation in an ever-changing commodity market.

CVFI and the New Financial Instruments Performance Framework

Speakers: Mark Smith, CPA, Senior Manager, AICPA, Durham, NC; Jeffrey Scroggs, Ph.D., Senior Manager, AICPA, Durham, NC; Susan DuRoss, Executive Director, Global Valuations, Harvest Investments, Burr Ridge, IL

This presentation provides guidance from the new Financial Instruments Performance Framework (FIPF) of the Certified in Valuation of Financial Instruments™ (CVFI™) credential. We will guide you through the new documentation and performance requirements.