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CGMA Essentials

CGMA Essentials gives you 12 months of unlimited access to a library of recorded webinars and conference sessions. Examining the industry’s hottest topics, technical skills and career development essentials.

PowerPivot: Excel’s Hidden Feature Will Change Your Life and Career

Speaker: Rob Collie

There are some incredible business intelligence and reporting features tucked away inside the latest Excel. You should be using them right now – this video course shows you how.

The Culture Choice: Building a Culture By Design

Speaker: Jeff Nischwitz, JD, Facilitator of Truth, The Nischwitz Group, Avon Lake, OH

In this session, Jeff Nischwitz shares his unique perspectives on the themes of building a culture by design, along with his innovative ideas on designing and nurturing culture where every team member is empowered for impact.

Manage Risk and Reward: Building a Better Scorecard

Speaker: Brett Knowles

This session reviews the Strategic Risk Scorecard that was designed for the AICPA and was licensed to other accounting organisations, such as CPA Canada. It will show how you can link risk and performance in a reliable, repeatable and standardized process.

Succession Planning

Speaker: Shaara Roman, MBA

This session will provide insights into the business case for succession management and how to build a plan that is simple, comprehensive, and serves as a talent retention tool.

Leading the Shift: Leadership for Financial Professionals in the 21st Century

Speaker: Jeff Nischwitz, JD, Facilitator of Truth, The Nischwitz Group, Avon Lake, OH

Learn new communication and accountability tools, team engagement and alignment strategies, and tactics to improve execution, influence and impact.

Setting OKRs and KPIs: Measuring What Matters

Speaker: Brett Knowles

The why, what, how (and how often) of OKRs and KPIs. We’ll cover both strategic and performance-related measurements in this video.

Excel for Accounting Professionals Series

Speaker: Jeff Lenning, CPA, CITP

Become an Excel black belt in eight easy steps. This isn’t a generic Excel training course – it was designed for professionals like you. So if you don’t know your error trapping from your concatenation, this video series is a must.

Are you a victim of fraud? Probably. So what can you do about it....

Speaker: Danielle Cheek, CPA, CFE, CVA, Director,

This video will cover preventative steps that you can take to protect your organization from fraud.

Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

Speaker: Jeff Lenning, CPA, CITP

This video covers the function that sums better than the SUM function for accounting professionals. Also, it reviews the data validation and conditional formatting features and a technique to address a major pitfall of Excel.