Course Catalog - The Business Learning Institute

Transcription

Course Catalog
The Business Learning Institute is registered with the National Association of State Boards of Accountancy
(NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State
boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints
regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue
North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org
TA B L E O F CO N T E NT S
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For detailed information go to BLIonline.org
About the Business Learning Institute
Meet the Business Learning Institute Team
Business Learning Institute Instructors
List of Topics
Course List By Topic
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The Business Learning Institute (BLI)
is the strategic learning partner and
talent management consultancy for
organizations worldwide.
About BLI
BLI is a center facilitating the development
and sharing of competencies and strategic
knowledge required for leadership in today’s
rapidly changing business environment.
BLI delivers competency-based curriculum,
courses, content, and community to
maximize career trajectories and grow
intellectual capital for organizational and
executive leadership.
Our 60+ instructors offer over 400 learning
programs in all formats (including on-site
training, live events and seminars, keynotes,
and online formats like webcasts, webinars,
and on-demand learning). Each BLI program
can be tailored to the needs of your
organization.
The future is here, and it will continue to come
with increased speed and complexity. We
hope you will continue to learn more about
how BLI can help align your organization’s
learning strategy and guide the momentum of
your staff’s career growth.
History
The Business Learning Institute was founded
in 1999 by the Maryland Association of CPAs.
Our launch team researched the competencies
needed for the future of business and the CPA
profession, looking out to 2025 in 1999 and
again in 2011.
Our main finding: to be successful in a
rapidly changing and complex world, a
professional’s rate of learning must be
faster than the business environment’s rate
of change and faster than their competition.
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Each of us must not only rapidly learn
technical skills, but we also must grow our
leadership and strategy skills. These high-level
competencies propel individual careers and
help organizations thrive over the long-term.
L>C
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Learning Formats
On-Site Training
Keynotes
EVERY BLI COURSE CAN BE
DELIVERED “IN-HOUSE” AT YOUR
OFFICE OR EVENT.
BLI THOUGHT LEADERS KNOW
HOW TO CUSTOMIZE KEYNOTE
CONTENT TO YOUR EVENT.
By bringing BLI content on-site,
you have the most flexibility for
customization. Our Customized
Learning Specialists will work with you
to determine the length and focus of
each of your on-site training events.
Because every BLI course is taught
by its author, each of our instructors
can turn any course into a keynote
presentation and deliver it with
expertise.
BLI will also take care of all the
logistical details of providing on-site
training, including travel and lodging
for the instructor.
Some clients search for their favorite
instructors, while others search for
specific content. Whatever type of
event you’re having, BLI can supply
your speaker!
Seminars
Online Learning
THERE’S A UNIQUE PERSONAL
TOUCH TO LEARNING AT LIVE
SEMINARS.
BLI CAN GET LEARNING
CONTENT TO YOU WHEREVER
YOU ARE.
BLI has courses scheduled throughout
the year in a variety of topics.
Webcasts
Whether presented live or as a
“replay,” this video content is
scheduled for specific times and offers
interaction with the instructor.
What makes our seminars unique is
that all BLI content is delivered by
its author. Your instructor will be the
person who wrote the training course.
Each participant will be provided
materials, often in digital format.
BLI seminars are a cost-effective way
to receive live training. There are often
networking components as well.
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Webinars
These courses are audio and
powerpoint only (no video), so you
can get great content when there are
firewall or internet speed issues.
On-Demand Courses
These video courses are available 24/7.
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T HE B L I T E A M
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TOM HOOD, CPA, CITP, CGMA
CEO
Described as “relentlessly forward-thinking,” Tom is
the founding CEO of The Business Learning Institute,
co-developer of the i2a: Insights to Action Strategic
Planning Process, and i2a Leadership Academy.
A nationally recognized author, speaker, and
consultant, Tom is committed to helping individuals
and companies shape their future. It’s no surprise
that Tom is also one of BLI’s most highly sought after
presenters, facilitators, and learning experts.
443-632-2301 // [email protected]
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JACKIE BROWN
SKIP FALATKO, CPA, CGMA
A key contributor to the development of The
Business Learning Institute, Jackie continues to
provide thought leadership that enriches the
experience and value for every client. She is
certified in BLI’s i2a: Strategic Planning Process
and has used her facilitation skills to benefit
companies and non-profits nationwide.
For more than 12 years, Skip has been directing the
financial affairs of The Business Learning Institute.
He has expertise leading firms, companies, and
associations. Skip is a founding partner of The
Center for Transparency, Performance Management,
and Accountability Using XBRL. He is also a training
facilitator of the i2a: Insights to Action Strategic
Planning Process.
COO
CFO
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PAM DEVINE
LAURA DORSEY-SHANER
Pam is a founding member of the Business Learning Institute.
Laura Dorsey-Shaner crafts the easiest and most cost effective learning
solutions tailored to your firm.
Manager, Professional Development & Customized Learning
Consultant, Certified i2a Facilitator
Manager, BLI Key Accounts & Operations, Certified i2a Facilitator
Pam consults with the on-site sales teams of the AICPA and other State
Societies. As the manager of the Customized Learning Consultant team, she
assists learning directors in designing comprehensive curriculum plans that
combine technical (CPE compliance) topics with business performance (soft)
skills and technology. The key to the success of BLI has been its customer
focus and its relationships with clients, for which Pam is largely responsible.
With 20 years of experience at the Maryland Association of CPAs (MACPA),
Laura Dorsey-Shaner is currently putting her extensive knowledge of the
accounting profession to work as a Customized Learning Consultant / Firm
Specialist and Certified i2a Facilitator for the Business Learning Institute (BLI).
As a Customized Learning Consultant, Laura focuses on the needs of
accounting firms as she assists learning directors and teams to create
effective, relevant, and timely curriculum plans that combine a variety of
learning essentials.
Pam is a certified facilitator in BLI’s i2a: Insights to Action Strategic Planning
Process. She, along with the BLI team, has facilitated and taught the Major
Firms Group (top 100 CPA firms) for the AICPA, the AICPA Leadership
Academy, and many other firms, corporations and non-profits.
Laura assists firms by researching and assessing current CPE practices,
develops curriculum plans to meet the needs of an organization, and
recommends learning topics and deep training formats, continually proving
to be an invaluable resource.
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CHRIS DOUGHERTY
EMILY TROTT
Liaison, Professional Development / Customized
Learning Solutions Event Specialist
Coordinator, Professional Development /
Webcast and Program Material Specialist
Chris is the client liaison for all Customized Learning
Solutions programs. She seamlessly coordinates events
with the instructor and the client. It’s Chris’s passion to
make sure that every event goes off without a hitch,
so that everyone involved gets the most out of the
experience.
Emily has been with us for 12 amazing years, and
currently works as the Professional Development
Instructor Liaison. Emily helps instructors
by uncovering the teaching and mentoring
opportunities best suited to them throughout the
broad range of offerings of the MACPA and BLI.
Chris calls MACPA and BLI her “happy place,” and enjoys
every day of creating and coordinating events that bring
valuable learning to our clients.
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TERRI SMITH
JENNIFER STEVENS
Senior Customized Learning Consultant: Firm
Specialist / Certified i2a Facilitator / Microsoft
Excel Trainer
Customized Learning Consultant: Corporate
Specialist
Jennifer is new to BLI, but she has been helping finance
professionals manage their continuing education and
licensing requirements for over 10 years. As a Customized
Learning Consultant, Jennifer focuses on the needs of
corporate clients. She guides finance teams and learning
directors in designing effective, comprehensive, relevant
and timely curriculum plans that combine a variety of
learning essentials, including CPE and compliance,
management, and performance skills. Jennifer also
serves as the liaison to the MACPA Business and Industry
committee, working with them to develop the annual
Business and Industry Conference and strengthen the
involvement of the MACPA industry members.
Terri puts her extensive working knowledge of the
accounting profession to work as a Customized Learning
Consultant/Firm Specialist and Certified i2a Facilitator,
focusing on key accounts and larger accounting firms.
In her role as a Customized Learning Consultant, Terri
assists learning directors and teams in designing effective,
comprehensive, relevant, and timely curriculum plans
that combine a variety of learning essentials, including
CPE compliance, executive leadership, management,
performance skills development (soft skills), and
technology. Terri assists firms by researching and assessing
current CPE practices, assisting in curriculum planning to
meet the needs of all staff, and recommending learning
topics and training formats.
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I N ST R U CTO R S
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Karl Ahlrichs, SPHR
KARL AHLRICHS POSSESSES SIGNIFICANT
EXPERIENCE IN A WIDE RANGE OF BUSINESS
ROLES, BUT IS FIRST AND FOREMOST A HUMAN
RESOURCE CONSULTANT AND HIRING PROCESS
EXPERT.
Mr. Ahlrichs’s passion and career have taken him across the
country and back again. He has run a career center in the
swamps of Lake Charles, Louisiana, another in Appalachia,
and helped to restructure Apple in Silicon Valley. He has
directed videos in Chicago, marketed software in Orlando,
and launched an office of Right Management Consultants in
San Diego.
Presenting complex subjects to tough audiences has been
a specialty of Mr. Ahlrichs’s for decades. He tailors his
engaging presentations to the diverse audiences to whom he
presents. As entertaining as he is knowledgeable, Mr. Ahlrichs
is in demand as a keynote presenter at conferences and
organizational events and a trainer in an adult learning model.
Mr. Ahlrichs has acted as the conference chair for the
Society of Human Resource Management and presented at
6 consecutive National SHRM Conferences. He is currently
enrolled in Butler’s MBA program in order to learn the
languages of finance.
As an SPHR (Senior Professional, Human Resources), Mr.
Ahlrichs is qualified to administer many assessment tools and
has a strong background in hiring, training, communications,
and writing.
COURSES
• Applying “Lean” Thinking to Making Employees Your
Competitive Advantage (MECA)
• Beyond the Buzzwords with Hiring: Apply “Lean”
Processes and Fix the Way Your Organization Hires
(BBWH)
• CFO versus HR - Thinking Inside the Box (TITB)
• Finally Fixing Performance Management Using New
Tools (FIX)
• Finally Fixing Turnover and Employment Engagement
(FIXTURN)
• Hire the Lucky Ones - How to Improve Retention and
Productivity by Selecting Fortunate Employees (IRP)
• Make it Happen! The Art of Discipline and Getting
Things Done (MIH)
• Managing Change (MCHANGE)
• Managing Multiple Generations: Next Steps and New
Surprises (Available as a keynote) (MMG)
• Next Steps in the New Normal World (NEWNORM)
• Scary Thoughts and Silver Linings; What is Known and
What is Probable for 2015 and Beyond (SILVER)
• Scary Trends, Ethics, and Uncommon Sense (STEUS)
• Talent Management - People as a Competitive
Advantage in “Not Normal” Times (Keynote) (TALENT)
• The New Workforce - New Data, New Ideas, Aging Baby
Boomers (GRUMP)
Mr. Baker began his career in 1984 with KPMG’s Private
Business Advisory Services in San Francisco. Today, he is
the founder of VeraSage Institute, the leading think tank
dedicated to improving the professions for posterity.
Mr. Baker’s commitment to his field is evident in his prolific
writings on the subject. He has authored many books on the
profession, including the best-selling marketing book ever
written specifically for the professions, Professional’s Guide to
Value Pricing, Sixth Edition, published by CCH (out of print.)
Currently in its sixth printing, his book The Firm of the Future:
A Guide for Accountants, Lawyers, and Other Professional
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Services, co-authored with Paul Dunn, was published in
April 2003 by John Wiley & Sons, Inc., and was named the
2003 Book of the Year by SmartPros.com. His Intellectual
Capitalism series (John Wiley & Sons, Inc.) consists of three
books thus far: Pricing on Purpose: Creating and Capturing
Value (February 2006), Measure What Matters to Customers:
Using Key Predictive Indicators (September 2006), and Mind
Over Matter: Why Intellectual Capital is the Chief Source of
Wealth (November 2007). His latest book, Implementing Value
Pricing: A Radical Business Model for Professional Firms, was
published in December of 2010.
Mr. Baker travels the world as a speaker, writer, and educator.
He has been an instructor with the California CPA Education
Foundation in 1995, and has authored for them 15 diverse
courses. His travels have seen him spreading his Value
COURSES
• Everyday Economics (EECON)
• Everyday Ethics: Doing Well and Doing Good
(EVRYDAY)
• Measure What Matters to Customers: Using Key
Predictive Indicators (MWMTC)
• Pricing on Purpose (for Industry) (POPI)
Mr. Baker graduated in 1984 from San Francisco State
University with a Bachelor of Science in accounting and a
minor in economics. He is a graduate of Disney University,
Cato University, and the University of Chicago Graduate
School of Business course: Pricing: Strategy and Tactics. He
is a member of the Professional Pricing Society and presently
resides in Petaluma, California.
• Sole Proprietor’s Retreat (SPRETRET)
• Success Leaves Clues: Career Strategies for New
Professionals (CLUE)
• The Best Business Books Ever Written (BBBYSR)
• The Business of the Future (for Industry) (BOFI)
• When Debits Don’t Equal Credits (for Professionals and
Industry) (WDDEC)
Jahn Ballard
JW “JAHN” BALLARD IS A PRINCIPAL OF THE
PERFORMANCE MANAGEMENT INSTITUTE, INC.
His firm uses the Financial Scoreboard and Dashboard as
tools for creating financial measurement and reporting
systems linked to operating plans for small and medium-sized
businesses and business units. He trains CFOs, Controllers,
and CPAs in Executive Finance for State CPA Societies.
COURSE
• Executive Finance for Operating Leaders: Relating
Numbers and Metrics to Reality (BGCF)
Anirban Basu, J.D.
ANIRBAN BASU IS CHAIRMAN & CEO OF SAGE
POLICY GROUP, INC., AN ECONOMIC AND
POLICY CONSULTING FIRM IN BALTIMORE,
MARYLAND.
Ronald Baker
RONALD J. BAKER’S MISSION IS TO, ONCE
AND FOR ALL, BURY THE BILLABLE HOUR AND
TIMESHEET IN THE PROFESSION.
Pricing message to over 100,000 professionals. He has
been appointed to the American Institute of Certified Public
Accountants’ Group of One Hundred, a think tank of leaders
that exists to address the future of the profession. Mr. Baker’s
name can be found on Accounting Today’s Top 100 Most
Influential People in the Profession lists from 2001 through
2007. In 2003, he received the Award for Instructor Excellence
from the California CPA Education Foundation.
Mr. Basu is one of the Mid-Atlantic region’s most recognizable
economists, in part because of his consulting work on behalf
of numerous clients, including prominent developers, bankers,
brokerage houses, energy suppliers and law firms. On behalf
of government agencies and non-profit organizations, Mr.
Basu has written several high-profile economic development
strategies.
In recent years, he has focused on health economics, the
economics of education and economic development. He
currently lectures at Johns Hopkins University in micro-,
macro-, international and urban economics.
In 2007, Mr. Basu was selected by the Daily Record newspaper
as one of Maryland’s 50 most influential people. The Baltimore
Business Journal named him one of the region’s 20 most
powerful business leaders in 2010.
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Mr. Basu is involved with numerous organizations in a
voluntary capacity, including serving as a Baltimore City
Public School System board member and as a board member
to the Baltimore Children’s Museum and to the Baltimore
School for the Arts. He is also on the board of First Mariner
Bank, is a chairman of the Baltimore County Economic
Advisory Committee and economic advisor to the BaltimoreWashington Corridor Chamber of Commerce.
Mr. Basu earned his B.S. in Foreign Service at Georgetown
University in 1990. He earned his Master’s in Public Policy from
Harvard University’s John F. Kennedy School of Government,
and his Master’s in Economics from the University of Maryland,
College Park. His Juris Doctor was earned at the University of
Maryland School of Law in 2003.
COURSES
• Economic Update: The Slow, Winding Road to Recovery
(EU)
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Sheila Birnbach
MS. BIRNBACH HAS FOLLOWED HER
PASSION FOR HELPING INDIVIDUALS AND
ORGANIZATIONS BECOME MORE SUCCESSFUL
FOR OVER 30 YEARS.
Her company, Birnbach Success Solutions, is one of the
foremost consulting firms, enabling organizations and
individuals to achieve peak performance.
Before founding Birnbach Success Solutions, Ms. Birnbach
worked for 10 years in banking, where she rose from an
entry-level position to become the youngest Vice President
in the bank’s history. In her role as VP, she managed an 82
person department, built a record of success in motivating and
developing people, and formulated her pioneering concepts
of staff development and human resource management. Since
1981, she has built an impressive career of entrepreneurial
success.
Judy Borsher, CPA, MBA, CGMA, CITP
lead chapter in another recently published book, entitled
Leadership: Helping Others to Succeed.
JUDY BORSHER IS A THOUGHT LEADER IN
TECHNOLOGY TRAINING.
Ms. Birnbach holds an MBA in Human Resource Management
from the American University and an MSW from the University
of Maryland. She was named one of the “Outstanding Young
Women of America” in 1980.
Her skills in training, ability to clearly present complicated
material, and technology expertise set her apart as an
exceptional speaker.
COURSES
CPAs who have been trained by Ms. Borsher say she is
excellent at keeping the pace of the class moving and
dispensing advice that can be put to good use immediately
following.
• Avoiding Death by Meetings: Effective Meeting
Management (AVOIDDM)
• Creating a Respectful Workplace (CRW)
• Delivering Credibility on the Phone - Conveying a “Can
Do!” Attitude (CANDO)
• Hiring Smart (HIRESMRT)
• Hiring, Firing and Everything in Between (HIREFIRE)
Ms. Birnbach’s unique combination of first-hand management
experience, decades of consulting to a variety of
organizations, and more than 10 years’ experience as a family
therapist qualify her as a leading executive coach to those who
desire to excel in a competitive and challenging environment.
• Managing the Generation Mix (GENDIF)
Ms. Birnbach is the author of numerous articles and has been
quoted in several professional journals and newsletters.
Achieve Success in Your Organization: Focus on the Tip of the
Iceberg, Ms. Birnbach’s recently published book, was written
to help managers ensure others’ success while protecting
organizations from legal vulnerabilities. She authored the
• To Terminate or Not to Terminate: That is the Question
(TERM)
• Motivating and Retaining Your Top Performers
(MOTIVATE)
• Strengthening Collaboration and Managing Conflict
(SCMC)
• Transitions to Leadership (TRANLEAD)
• When Disaster Strikes, Will You Be Ready? (DISASTER)
• Wrongful Termination Claims are on the Rise - Are You
Protected? (WTC)
Jason M. Blumer, CPA, CITP
JASON M. BLUMER, CPA, CITP IS MANAGING
SHAREHOLDER OF BLUMER & ASSOCIATES,
CPAS, PC.
He prefers flip flops and jeans, says “dude” a lot, and often
works in coffee shops with headphones blaring the latest
Bloomberg podcasts (though he doesn’t understand most of
them). Mr. Blumer loves game-changing cloud technology
and tends to play rock and roll too loudly. His daily duties
include consulting, process design, blogging, marketing and
business development, innovative thinking, coaching, practice
management, and acting as a change agent. As the industry
has changed, the need for new CPA firm leadership has
emerged for the younger generation, ready to move into the
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world of firm ownership.
Mr. Blumer founded the THRIVEal + CPA Network to
accommodate the needs of this new, younger generation.
The THRIVEal + CPA Network exists to engage, empower and
encourage current or prospective CPA firm owners toward
disruptive innovations, meaningful education and deeper
relationships with their customers.
COURSES
As a CPA, MBA, Microsoft Certified Trainer, and President of
SCG Training and Consulting Corporation, Ms. Borsher has
presented more than 1,900 technology CPE programs over
25 years, with consistently high ratings. She is well known for
providing custom technology training solutions, as well as
consulting and programming services, to help organizations
attain core competencies in technology skills and achieve
financial reporting goals.
Prior to establishing SCG, Ms. Borsher worked for KPMG,
with a focus on management information systems, and in
non-profit CFO positions. She has also worked with a national
training company under contract with IBM and AT&T, where
she developed, managed, and presented technology training
programs to Fortune 500 companies. She is a regular speaker
for the MACPA, VSCPA, and GWSCPA, and partners with the
Business Learning Institute to present training nationally.
Ms. Borsher attributes much of her success as a CPA to the
benefits of membership in associations. She was an active
volunteer on the MACPA Computer Training Committee for
many years during the formation of the hands-on computer
training program. Ms. Borsher currently serves as the GWSCPA
Nonprofit Financial Accountability Task Force, which offers
information and resources to non profit organizations through
its nationally recognized website.
Ms. Borsher holds BA and MBA degrees from Cornell
University. She has also obtained the Microsoft Certified
Professional and Microsoft Certified Trainer designations,
as well as certifications from the AICPA, including Certified
Information Technology Professional (CITP) and Certified
Global Management Accountant (CGMA).
COURSES
• Adobe Acrobat Best Practices for CPAs (ADOBE-L)
• Becoming a Strategic Firm (EATSTRAT)
• Cloud Computing - Unraveling the Issues (CLOUDRAV)
• You Thought it was the Future. It’s Now! (FUTURNOW)
• Excel + Outlook + Word + Adobe Acrobat + Windows Improve Personal Productivity (OFADBWIN)
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• Excel 2013 Boot Camp for CPAs (EXCLBOOT)
• Excel 2013 Charts, Graphs and Diagram Features
(EXCELC-L)
• Excel 2013 Data Analysis Techniques and Business
Graphics (EXCLDABG)
• Excel 2013 PowerPivot and PowerView for Advanced
Data Analysis (EXCELPP)
• Excel 2013 Refresher and Update (EXCEL-L)
• Excel 2013 Worksheets for Beginners (EXCELBEG)
• Excel Advanced Productivity Features, Pivot Tables &
Macro Recorder Tips (EXCELA-L)
• Excel Pivot Tables in-depth, Data Analysis Functions and
Tips (EXCL10PT)
• Excel Power User: Macro Programming using Visual Basic
for Applications (EXCELM-L)
• Microsoft Office 2010: Excel, Word, Outlook and
Windows 7 Tips (OFFICE10)
• Microsoft Office 2013 and Windows 8: What’s New and
Why Upgrade (OFFICE13)
• Microsoft Office 2013 Digital Note-Taking and
Collaboration (ONENOTE)
• Microsoft Office 2013: Focus on New Features with
emphasis on Excel 2013 (EXCELFNE)
• Microsoft Windows 8 Tablet Transition for Business Use
(WIN8TAB)
• Microsoft Windows 8: Transition from Windows 7 (WIN8)
• Outlook 2010 Update and Best Practices for CPAs
(OUTLK-L)
• PowerPoint 2013/2010: Create Dynamic Financial
Presentations with Business Graphics (BGRAPHIC)
• Presentation Skills Workshop (PSW)
• Privacy & Security Considerations - Microsoft Office files,
PDFs, Cyber Security Tips for CPAs (INFOSECU)
• Webcast - Microsoft Excel: Data Analysis, New Table
Features, and Pivot Table Enhancements (EXCLDATA)
• Webcast - Microsoft Office 2007/2010: Mastering the
User Interface with Emphasis on Excel (OFFICE7)
• Webcast - Microsoft Outlook and Word 2010:
Productivity Tips and Tricks (OUTWORD)
• Word Document Formatting for Beginners (WORDBEG)
• Word Productivity Features and Time-Saving Tips
(WORD-L)
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Dr. Gary Bulmash, CPA
DR. GARY BULMASH IS CURRENTLY A TEACHING
PROFESSOR AT THE ROBERT H. SMITH SCHOOL
OF BUSINESS, UNIVERSITY OF MARYLAND.
He is also an emeritus faculty member of American University
in Washington, D.C. He regularly conducts professional
education seminars for AICPA and various state CPA societies,
as well as in-house programs for CPA firms. Dr. Bulmash has
been recognized as an outstanding discussion leader by the
Maryland Association of CPAs and the Greater Washington
Society of CPAs. He has also written continuing education
materials for the AICPA
COURSES
• Ethics (ETH)
Ms. Carr’s expertise is in facilitating business growth through
analyzing and interpreting data and creating high-impact
strategies that drive performance across multiple market
segments and revenue streams. Over her career, she has
successfully led four turnarounds and brought several
multimillion dollar products to market.
• At the Helm in the Storm: Seven Survival Strategies for
Leaders in Turbulent Times (FALTT)
• Various Accounting/Auditing - Selectives (VARAA)
• Build Your Book of Business with Better Brand Buzz
(BUZZ)
• Business Development: Distinctions Between Marketing
and Sales (DMBD)
• Champions of Trust (COT8)
• Creating Creativity: Outside - Outside the Box (CREATE)
Today, Ms. Carr sets strategic direction in leading a team of
consultants, analysts and business strategists for ValueScope’s
newest division, Data Science, which focuses on improving
clients’ competitive strength, market position, customer
relationships, revenue and profitability. The department
offers a unique value proposition to clients. Ms. Carr has
held multiple prior leadership roles in strategy, business
development, product development, sales, organizational
effectiveness, and value analysis. She has been published in
multiple scientific journals and is a frequent guest lecturer at
industry events.
• Ethics – Inside and Out (EIO)
COURSE
• Find a Need and Fill It: Your Key to Business
Development (FINDND)
• Understanding the Transformational Power of Data and
Analytics (UTPDA)
As a Senior Fellow with the Business Learning Institute, Mr.
Conderacci’s role as a marketing consultant has him helping
professional and financial services firms answer clients’ key
questions. He specializes in helping find the answers to
questions like, “Why should I trust you?”, “Why should I do
business with you?” and “How are you any different from the
rest?”
At BLI, his training focuses on key success skills such as ethics,
leadership, business development, communication, and time/
personal energy management. Mr. Conderacci also teaches
marketing at the Johns Hopkins Bloomberg School of Public
• Ethics Can Be Habit-Forming: Bad Habits, Good Habits
and Turning One into the Other (HABIT)
• Ethics for People Who Don’t Like Surprises: Why We
Don’t See It Coming Until It’s Too Darn Late (ETHICSUR)
• Ethics: Caesar’s Wife: Tipping the Delicate Balance of
Leadership and Ethics (TDBL)
In the 1980s, Mr. Conderacci created and marketed several
innovative programs for the poor of Maryland. These projects
included the state’s largest soup kitchen, where the Pope eats
when he comes to Baltimore. In the 1970s, as a reporter for
The Wall Street Journal, Mr. Conderacci covered business in
Detroit and also wrote economics out of Washington.
In the 1990s, Mr. Conderacci was the Director of Marketing for
Price Waterhouse’s information technology consulting practice
in the Mid-Atlantic, the Mid-Atlantic Vice President of Sales
and Marketing for Prudential’s managed care operations, and
Chief Marketing Officer for Alex. Brown, America’s oldest
investment bank. Most recently, he was Director of Marketing
for Deutsche Bank Alex. Brown, responsible for marketing
strategy, marketing materials creation and design, and sales
force coaching and training.
• Leadership Improv - Why “Fake It Until You Make It”
Works (IMPROV)
• Leadership Inside Out: Discovering the Leader Within
(LIO)
• Listening For Leaders: Ask the Question, Discover the
Need, Win the Trust (LISTEN)
• MacGyvering: The Art of Being Resourceful in a Crisis
(MAGYV)
• On Good Ground: Creating A Personal Strategy for a
Great Life (GOODGRN)
• Performance, Productivity and Profit: Creating the
Higher Energy Organization (HEO)
• Reading Clients Minds and Understanding How They’re
Reading Yours (MINDB)
• Selling for CPAs: Using Your Problem-Solving Skills to
Promote Profitable Business Growth (UPSS)
• Seven Secrets of Successful Business Communication
(SSSBC)
• Seven Secrets of Successful Business Communication Webcast (SSSBC4)
• Seven Secrets of Successful Business Communication Webcast Part 1 (SSSBC1)
• Seven Secrets of Successful Business Communication Webcast Part 2 (SSSBC2)
• Ethics: Why We Stray: A Different Look at Ethical
Decision-Making (STRAY)
• Seven Secrets of Successful Business Writing (SEVEN)
• Finding Your Way Through Career Transitions (WHO)
• From Slow Death to Sweet Success: Seven Survival
Strategies (SDSS)
Health.
• High Performance Time Management: Boosting Your
Personal Energy (ENERGY)
• Ethics: Confronting the Challenge of Integrity (BECCI)
• Five Smooth Stones - Facing Goliath and Winning (FSSF)
Greg Conderacci
FOR MORE THAN THREE DECADES, GREG
CONDERACCI HAS BEEN HARNESSING THE
MAGIC OF COMMUNICATION TO HELP PEOPLE
LEAD HAPPIER, MORE PRODUCTIVE, AND MORE
REWARDING LIVES.
COURSES
• International Financial Reporting Standards (IFRS)
(IFRSB)
Cyndy Carr
Cyndy Carr is the president of the Data Science division of
ValueScope. Ms. Carr possesses a unique blend of corporate
vision, strategic thinking, business acumen, and natural
leadership skills. She was a McKinsey consultant before an
ascendant career with AH Belo, where in multiple senior
executive roles she drove consistent revenue growth and
organizational performance.
A magna cum laude graduate of Princeton University, he was
Editor in Chief of The Daily Princetonian. Mr. Conderacci also
holds a Masters in Public Policy from Harvard University. He
is a registered representative and registered principal, having
completed the securities Industry Institute at the Wharton
School of the University of Pennsylvania. Perhaps as impressive
as his professional achievements, he is an ultra-long-distance
bicycle rider of considerable skill.
• Great to Good: Using the Lessons of Good to Great
AND How the Mighty Fall (GTOG)
• Happiness and the Pursuit of Ethics; Does Good
Behavior Makes Us Happy - and Vice Versa (HAPPY)
• Slaying the Energy Vampires – And Boosting Your
Performance (SLAY)
• Turning Trust into Value: Business Development Boot
Camp (BDCAMP)
• What Next? Inventing a New Niche for Yourself
(INVENT)
• Who Are You? Creating and Marketing a Brand Identity
for Yourself (BRANDID)
• Why Don’t We Say Yes? 21st Century Negotiating
(21CNEG)
• Why You? Positioning Yourself Ahead of the Pack
(WHAT)
Robert “Hap” Cooper
ROBERT “HAP” COOPER IS THE PRESIDENT
AND CO-FOUNDER OF PROSPECT STREET
CONSULTING, A RESEARCH, CONSULTING,
AND TRAINING FIRM THAT WORKS TO MAKE
PROFESSIONAL SERVICE ORGANIZATIONS
MORE PRODUCTIVE.
888-481-3500
Prior to becoming a consultant, Mr. Cooper spent 15 years
in a number of sales and management positions with several
financial service firms, including Alex. Brown and Mutual of
Omaha. Before entering the financial services arena, he was an
Army Intelligence Officer in Berlin, Germany and a graduate of
Princeton University.
25
Robert “Hap” Cooper cont.
COURSES
Mr. Cooper is a prolific writer and speaker, as well as a regular
lecturer at the Columbia University and Johns Hopkins Schools
of Business. He also teaches Client Skills at Penn State’s Smeal
School of Business in Philadelphia.
• High Performance Time Management: Boosting Your
Personal Energy (ENERGY)
Mr. Cooper and his wife Jennifer live in Baltimore, MD, with
their three daughters.
• Producing Powerful Presentations: Performance and
Profit (POWPRE)
• Reading Clients’ Minds and Understanding How They’re
Reading Yours (MINDB)
• Winning New Business - It’s in the DNA (DNA)
Jean Cunningham
JEAN CUNNINGHAM IS CO-AUTHOR OF REAL
NUMBERS: MANAGEMENT ACCOUNTING IN A
LEAN ORGANIZATION, A 2004 SHINGO PRIZE
FOR RESEARCH RECIPIENT.
Ms. Cunningham serves a number of clients with business
strategy, process improvement, and growth and acquisition
planning throughout the U.S. She is the former Chief Financial
Officer and Vice President of Company Services, responsible
for Accounting, Human Resources, Information Systems and
Telecommunications at both Lantech, LLC and Marshfield
DoorSystems, Inc. Most recently, Ms. Cunningham authored
her second book, Easier, Simpler, Faster: System Strategy for
Lean IT, published by Productivity Press.
COURSES
• Improve Cash Collections With Lean (ICCL)
• Lean and Human Resources (HR) (LHR)
• Operational Decision Making with Lean Accounting
(ODM)
• Real Numbers Through Lean Accounting (RNLA)
He has over 40 years of experience serving a variety of clients,
with specialties in not-for-profit organizations and local
governments. He has served as principal in charge of both
501(c)(3) and 501(c)(6) organizations.
In addition, Mr. Cuozzo is a nationally recognized discussion
leader of various accounting and auditing courses for
CPA firms and state CPA organizations. These teaching
assignments keep him abreast of new developments in the
accounting profession and business.
Mr. Cuozzo conducts peer reviews of CPA firms across the
country, and is currently the chair of the Maryland Association
of CPAs’ Peer Review Committee.
His broad business experience and training have enabled him
to be recognized as a registered investment advisor by the
26
MICHAEL DAIGNEAULT IS AN EXPERIENCED
CONSULTANT, FACILITATOR AND TRAINER.
He is frequently asked to counsel the boards of small and
large non-profits concerning vital governance challenges, and
has particular experience working with non-profit boards and
chief executives on leadership, ethics, and strategic issues.
Mr. Daigneault has worked with clients such as the
Corporation for Public Broadcasting, Target Corporation,
Credit Suisse, Time Warner, Bank of America, Independent
Sector, the Association of International Educators (NAFSA),
the College of American Pathologists, the International
Baccalaureate, NISH, the LAM Foundation, and many
others. He is also a member of the United Way of America’s
Membership Appeals Panel. Previously, Mr. Daigneault
served as the ethics officer for the United Way of the National
Capital Area. He also has hands-on experience in successfully
running both for-profit and nonprofit institutions, having some
Financial Industry Regulatory Association.
A graduate of Strayer University, Mr. Cuozzo has since earned
the following titles: CPA, Maryland, Certified Government
Financial Manager, Licensed Insurance Agent, Life & Health
Insurance, Maryland, and Registered Investment Advisor. He
is involved with the AICPA, MACPA, GWSCPA, and AGA.
He is the past President of the Catholic Business Network of
Montgomery County and has been involved with the Finance
and Administration Roundtable. Mr. Cuozzo has served as
the Treasurer of the Maryland Foundation of Dentistry for
the Handicapped, and was recognized in this capacity by the
Maryland State Legislature in 2006 for outstanding services to
the handicapped citizens of Maryland.
COURSES
• Navigating the New Accounting and Auditing Standards
(NAVAASTD)
• Proposed Lease Accounting - How Do You Run an Airline
Without Airplanes? (LEASACCT)
20+ years’ experience as President of the Ethics Resource
Center, the Executive Director of the American Inns of Court
Foundation, and the President of Ethics, Inc. He has published
numerous articles on non-profit governance topics for a wide
variety of periodicals, journals, and magazines.
Mr. Daigneault is a 1981 graduate of Georgetown University
and holds a degree in Philosophy. He is also a 1985 Graduate
of Georgetown University Law Center with a Juris Doctor in
law, which he followed up with a Masters in Law in 1991. Mr.
Daigneault is currently based in the Washington, DC area.
COURSES
• A Commitment to Community: Nonprofit Board Service
and CPAs (NPG)
• A Matter of Integrity (CELT)
• Advanced Consulting for CPAs: Enhancing and
Expanding Your Client Relationships (FCAS)
Brad Davidson
BRAD DAVIDSON IS PRESIDENT OF SPARDATA
BUSINESS VALUATION EXPERTS OF ELKRIDGE
MARYLAND AND A RECOGNIZED EXPERT IN
THE VALUATIONS FIELD.
Anthony Cuozzo, CPA, CGFM
ANTHONY CUOZZO IS SENIOR ADVISOR TO
COUNCILOR, BUCHANAN & MITCHELL, P.C.
(CBM).
Michael Daigneault, Esq.
Organizations which have invited Mr. Davidson to lecture
include the Internal Revenue Service, the Securities and
Exchange Commission, the North American Securities
Administrators Association, the Department of Labor, the
Federal Financial Institution Examination Council, the Federal
Reserve, the Michigan Bankers Association, the Virginia
Bankers Association and the American Society of Pension
Actuaries. SPARDATA has been cited on numerous occasions
by the Wall Street Journal, the Washington Post and other
publications.
In 1980, Mr. Davidson began his career in the financial services
industry when he became a financial advisor with Merrill Lynch,
where he was named a “rookie of the year” in 1981. In 1984
he joined Prudential-Bache Investments as a vice president,
leaving in 1986 to run an investment fund that bought and
sold real estate limited partnership interests in the secondary
market. In 1990, he became president of SPARDATA, a firm
with experience valuing over 27,000 privately-held businesses.
The firm’s clients include business owners, the advisors serving
them, and government institutions. SPARDATA has been
chosen to provide valuation services to the clients of such
financial service providers as New York Life, AXA Advisors,
National City Bank, MassMutual, PNC Bank, Guardian and
Morgan Stanley Trust.
888-481-3500
Mr. Davidson has had a diverse array of work experiences.
His first job after college was working on Capitol Hill as a
legislative assistant to a Texas Congressman. Mr. Davidson
was bit by the political bug, and in 1979 he enlisted in the
Maryland Army National Guard. Later, he attended Officer
Candidate School, was commissioned an infantry officer,
and retired in the late 1980s, having achieved the rank of
Captain in the United States Army Reserve. Two years later,
Mr. Davidson became the youngest person ever elected to the
Annapolis City Council. He was reelected without opposition
in 1985. In 1987 Governor William Donald Schaefer appointed
him Chairman of the State Commission on the Capital City, a
position he held until 1996.
Today Mr. Davidson serves on the boards of St. John’s College
of Annapolis Maryland and Santa Fe New Mexico; the Historic
Annapolis Foundation and the J. M. Kaplan Fund in New York
City. From 1984 until 2002, Mr. Davidson was a Director of
Microsemi Corporation of Santa Ana, California, a publiclyheld manufacturer of electronic products, where he served on
the audit and compensation committees.
He lives in Annapolis Maryland with Lynne, his wife of 25
years. They have two children.
COURSES
• Business Valuations in a SSVS* World (*Statement on
Standards forValuation Services) (SSVS)
• Using Business Valuations to Keep Your Clients Loyal
(LOYAL)
27
Bob Dean, CPA, CLO
BOB DEAN HAS OVER 25 YEARS’ EXPERIENCE
FOCUSED ON STRATEGY AND INNOVATION IN
LEARNING AND TALENT DEVELOPMENT.
Mr. Dean has served as a Chief Learning Officer and a
global learning leader for the past decade, and now serves
as a trusted advisor to clients focused on learning and
development and talent management strategy and solutions.
Mr. Dean combines business experience with a passion for
designing, developing, and delivering breakthrough learning
and talent management experiences and driving business
impact.
From 2007-2009, at Heidrick & Struggles, Mr. Dean focused
on aligning learning and development with a global
integrated talent management process. The Learning &
Talent Development team was a catalyst for innovation in
using learning and development as an enabler of business
transformation.
From 2001-2006, Mr. Dean served as Grant Thornton’s Chief
Learning Officer, responsible for the firm’s learning vision and
strategy, management of Grant Thornton University (GTU), and
the Strategic Learning team. Mr. Dean joined Grant Thornton
following many years with Ernst & Young LLP. At Ernst &
Young, he served in the firm’s Audit practice, was National
Director of Audit and Industry Professional Development, and
Jennifer Elder, CPA, CMA, CIA, CFF
led several of the firm’s learning innovation initiatives in the
1990s.
Mr. Dean is a CPA and a graduate of the University of Missouri
in Columbia. In 2006, he became a “Certified Experience
Economy Expert” – joining the first group of professionals
certified by the book’s authors, Joe Pine and Jim Gilmore.
Mr. Dean has been active in the learning and talent
development community for many years, presenting
in workshops and seminars sponsored by Linkage, the
Chicagoland Executive Learning Exchange, The MASIE Center,
the e-Learning Guild, ASTD, and CLO Magazine. In 2005, Bob
Dean and Grant Thornton LLP were presented with a Learning
Pioneer Award at Elliott Masie’s Learning 2005 Conference.
COURSES
• Business Innovation in The Experience Economy (BITEE)
• Learning that Matters (LTM)
• Learning that Matters Collabinar (web-based
collaborative action-learning experience) (LTMTT)
• Making Learning Stick: Foundations (MLSFOUND)
• Making Learning Stick: Immersion and Application
(MLSIMMER)
JENNIFER ELDER, CPA, CMA, CIA, CFF, CGMA
IS A KEYNOTE SPEAKER, TRAINER, AND
BUSINESS COACH DEDICATED TO BUSINESS
TRANSFORMATION.
For more than 20 years, she has been helping businesses
by peeling back the layers of “administrivia” and finding
the hidden strengths and core values that make you and
your company awesome. Ms. Elder works with businesses
to develop a compelling business strategy that is quick to
implement and transforms your company from what you are
now to what you have always wanted to be.
Known for being energetic and enthusiastic, Ms. Elder has
been delivering high-quality, customized training that makes
complicated topics easy to understand, relevant, and useful
for years. She has conducted seminars for the Fortune 500, US
Government, State CPA Societies, and CPA firms in 33 states.
Her sessions are highly interactive, full of discussion, and
entertaining.
• 30 New Roles For Strategic Finance (30ROLES)
SAMUEL DERGEL IS A WIDELY RESPECTED
CONSULTANT, EXECUTIVE RECRUITER AND
COACH.
He works with Stanton Chase International, ranked within
the top 10 global retained executive search firms. As a key
member of the firm’s CFO and Financial Executives practice,
Samuel works with his colleagues nationally and around the
world to advise, attract, assess and aid organizations in the
acquisition of exceptional CFOs and building strong finance
teams.
Prior to joining the world of executive search, Mr. Dergel
started his career in audit and advisory services with Ernst
& Young, and went on to financial leadership roles in the
Manufacturing and Technology sectors. Mr. Dergel has been
successfully involved with executive search and consulting for
over 13 years. He is an active CPA (in Canada and the USA),
Chartered Accountant, a Certified Personnel Consultant, and
28
• A Positive Approach to Office Politics (OPOL)
• Applying Ethics in the Real World (AERW)
• Awesome Financial Presentations (AWESOME)
is a graduate of McGill University.
Mr. Dergel is widely known as “The CFO Expert” and is an
active blogger, social media leader and speaker on the topic
of the role of the Chief Financial Officer. Mr. Dergel’s book,
Guide to CFO Success: Leadership Strategies for Corporate
Financial Professionals, published by Wiley & Sons, was
released in March 2014.
COURSES
• Better Forecasting Using Backcasting (BACKCAST)
• Budgeting, Forecasting, & Business Techniques for
Accounting & Finance Professionals (BF-110)
• Clarified Auditing Standards (CAS)
• Lions, and Tigers, and Numbers Oh My! Finance for the
Non-Financial Manager (LIONS)
• Making Sense of the Updated COSO Framework: What
you need to know to create an effective system of
Internal Control (COSO)
• Nonprofits Fraud Detection and Prevention (NPFRAUD)
• Personality Styles in the Workplace (PERSTYLE)
• Preparing a Winning Business Plan (WINPLAN)
• Risk Management - Disaster Recovery Planning (RMDRP)
• Smarter Decision-Making (SMART)
• Smarter Decision-Making and Problem Solving For
Leaders (SMARTER)
• Strategic Skills for Finance (SSF)
• Successful Project Approval Using a Business Case
(SUCSPROJ)
• Sustainability Reporting (SR)
• Sustainability: Using the “Triple Bottom Line” to Increase
Your Success (TRIPLE)
• The C-Suite: 10 Powerful Tools for Getting There and
Staying There! (CSUITE)
• The Eight Hour MBA (MBA1)
• The Eight Hour MBA - Adding Value (MBAVALUE)
• The Eight Hour MBA - Business Strategy (MBASTRAT)
• The Eight Hour MBA - Leadership Strategy (MBALEAD)
• The Eight Hour MBA - Performance Management
(MBAPERFO)
• Critical Thinking For Finance (CTFF)
• The Eight Hour MBA - Powerful Communication
(MBACOMM)
• Enterprise Risk Management and Forecasting - Best
Practices (RMF)
• The Latest in Leadership – What’s New at the Harvard
Business Review (HBRLEAD)
• Ethics: It’s Not Just What You Do, but How You Do It!
(ETHICHOW)
• The Value-Added Controller (VCONTR)
• Finance for Non-Financial People (NONFIN)
• Achieving Success Through Relationship Excellence
(ASTRE)
• Leading Up - How to Manage Your Boss (LEADUP)
• Strategic Skills for Finance: 1hr Webcast (SSF1)
Ms. Elder received her BA from the University of
Massachusetts and an MS in Organizational Management from
Antioch University New England. She lives on her boat near
Annapolis, Maryland.
COURSES
Samuel Dergel
• Innovation and Creativity for Left-Brain Thinkers
(INNOV)
• Financial Statements Analysis (FSA)
• Building an Effective and Efficient Finance Team (BEEFT)
• Forensics and Fraud: Real World Issues & Answers
(FORENSIC)
• CPAs: How to Become the Best Business Partner to Your
Client CFO (HBBBP)
• Fraud: Detection and Prevention (FRAUD)
• Virginia CPA Ethics Training (VAETHICS)
• Writing for Results – Business Writing Skills for All Levels
of the Organization (WRITE)
• Developing Finance Superstars (DFS)
888-481-3500
29
William Eskin, CPA
WILLIAM ESKIN IS THE OWNER OF A
CONSULTING GROUP THAT PROVIDES
ASSISTANCE TO SURETY AND FIDELITY
COMPANIES WITH THEIR CLAIM AND
RECOVERY FUNCTIONS AND PROFITABILITY
ENHANCEMENT FOR SMALL AND MEDIUMSIZED ENTITIES.
Previously, he was the Director of Financial Analysis &
Investigation for the world’s largest surety operation. There,
he provided financial and accounting assistance to the
underwriting and claims functions and performed forensic
reviews related to employee dishonesty bonds and other
defalcations.
Mr. Eskin is a frequent speaker at the AICPA National
Construction Conference, numerous state CPA societies,
and many organizations related to construction and surety.
He assists in the review of the AICPA annual Construction
Audit Guide Update and Construction Contractors Industry
Developments.
Sarah Gershman
Mr. Eskin is a multi-year recipient of the AICPA Outstanding
Discussion Leader award.
COURSES
• A Real-Life Look at Revenue Recognition in Today’s
GAAP & What May Lie Ahead (RRGAAP)
• Accounting for Real Estate - The Critical Issues of GAAP
Compliance (ACCREAL)
• Accounting Services, Compilations, and Reviews - A
“Real-Life” Look at Your Risks (ACCSERV)
• Construction Accounting - A “Real-Life” Inside Look at
Critical Issues (CONSTACC)
• CPA Malpractice - Am I at Risk of a Lawsuit? (CPAMAL)
• Deferred Income Taxes and FIN 48 (DITFIN48)
• FIN 48 (FIN48)
• Financial Statement Reporting - Select Problem Areas in
Today’s GAAP (FSRGAAP)
SARAH GERSHMAN IS AN EXECUTIVE SPEECH
COACH WITH MORE THAN 15 YEARS OF
TEACHING AND THEATER EXPERIENCE.
Ms. Gershman specializes in helping clients who work in datedriven fields to clarify their message and cultivate presence.
Whether preparing for a keynote address, briefing senior
officials, or presenting to a client, Ms. Gershman helps
clients find their core message – and make that message
stick. Ms. Gershman works with teams and executives in
Fortune 50 companies, government agencies, and nonprofit organizations. Recent clients include Microsoft, the US
Department of Defense and the Treasury Executive Institute.
Ms. Gershman is an Adjunct Professor of Communications at
the McDonough School of Business at Georgetown University
and an adjunct faculty at the Center for Creative Leadership.
Prior to founding Green Room Speakers, Ms. Gershman
served as Dean of Students and Faculty at the Jewish
Community High School of the Bay in San Francisco and
the Drama Director at an Oakland independent school. Ms.
Gershman is the author and producer of the musical Notes in
a Different Key, performed at the Thalia Theater in New York
City, and has recently directed productions of Joseph and the
Amazing Technicolor Dreamcoat and The Wizard of Oz.
Ms. Gershman has a Masters in Social Work from Columbia
University and a Masters in Judaic Studies from the Jewish
Theological Seminary. She is a Wexner Graduate Alumni and
graduated Phi Beta Kappa from Johns Hopkins University with
a BA in Literature.
COURSES
• Exceptional Customer Service - Effective Communication
(EXCEPCUS)
• How to Conduct Difficult Conversations in the Workplace
(DIFFCONV)
• Public Speaking: How to Speak with Presence (SPKPRES)
• The Power of Successful Conversations (POWRCONV)
Hubert Glover, Ph.D
Liz Gantnier, CPA
ELIZABETH S. GANTNIER IS A CERTIFIED PUBLIC
ACCOUNTANT, PRESIDENT AND DIRECTOR OF
QUALITY CONTROL FOR STEGMAN & COMPANY
OF BALTIMORE MD.
She is a former Vice President - Finance for a publicly held
manufacturing firm in Chesapeake Virginia, after having spent
ten years with KPMG.
When she is not working with Stegman & Company’s clients,
Ms. Gantnier is a national instructor for various nationally
recognized continuing education vendors on topics including
fraud, accounting and auditing, as well as SEC related topics
and internal control. Additionally, she has been a nationally
recognized CPA Review instructor. Ms. Gantnier is a panelist
on the national AICPA continuing education videos on SEC
Reporting, Forensic Accounting and Understanding the New
Risk Based Auditing Standards. She has been a recipient of the
AICPA’s Outstanding Discussion Leader Award for many years.
You can see her quarterly as a panelist on the AICPA’s National
SEC Webcast. She is a past member of the Professional
Practice Executive Committee for the Center for Audit Quality,
as well as a two time past member of the Public Company
Accounting Oversight Board’s Standing Advisory Group. In
December 2009 Ms. Gantnier was appointed to the Maryland
State Board of Public Accountancy. Currently, she is a member
of the Small Firm Task Force of the Center for Audit Quality.
DR. HUBERT D. GLOVER IS AN EXPERIENCED
LEADER AND ACADEMICIAN.
COURSES
Emmanuel Gobillo
• Annual Accounting Update for Industry (AAUI)
• Customized Annual Update for Accountants and
Auditors (LGAA)
He has over 30 years experience leading major enterprises
and has worked with subsidiaries of PricewaterhouseCoopers,
as well as a joint venture with Shell Oil. Dr. Glover launched his
own company, REDE Inc., which has won numerous awards for
its services to federal agencies and Fortune 500 companies.
He currently serves as a clinical association professor and
dean’s fellow at Drexel University LeBow College of Business.
RECOGNIZED AS ONE OF EUROPE’S MOST
SOUGHT AFTER AND ENGAGING BUSINESS
SPEAKERS, EMMANUEL GOBILLOT HAS MADE
A NAME FOR HIMSELF BY CHALLENGING THE
MOST CONFERENCE-WEARY OF AUDIENCES.
Delivering high-paced, engaging, entertaining and thoughtprovoking speeches is what all conference, event and
workshop organizers ask of their speakers. If you want a
30
888-481-3500
Dr. Glover has written more than 50 articles in academic
and professional journals on a range of subjects, including
corporate governance, auditing, international accounting, and
emerging managerial issues. He has served on various boards
of directors for major organizations, including the American
Institute of CPAs, Institute of Management Accountants,
and executive committees for various other international
professional and educational organizations.
COURSE
• Giraffes of Technology: The Making of the 21st Century
Leader (GIRAFFE)
guarantee that Mr. Gobillot delivers all these characteristics,
just ask his previous clients.
With satisfaction ratings from audiences averaging 90% as
highly satisfied, you may just find that one speech is only the
beginning!
COURSE
• Goodbye Leadership. Hello Leadershift! (LSHIFT)
31
Carol Haislip
CAROL CAMPBELL HAISLIP IS CO-DIRECTOR OF
THE INTERNATIONAL SCHOOL OF PROTOCOL,
A COMPANY WHICH PROVIDES THE HIGHEST
CALIBER OF PROTOCOL AND ETIQUETTE
TRAINING FOR BUSINESSES, EDUCATORS,
ADULTS AND CHILDREN.
Prior to establishing The International School of Protocol, Ms.
Haislip worked for nearly 20 years as a business executive,
serving as a vice president for a major banking corporation.
During that time, she managed and developed training
programs on a wide variety of topics for hundreds of corporate
executives and employees. She also spent a number of years
in sales, marketing products to companies of all sizes. As
director of The International School of Protocol, Ms. Haislip
government organizations. As one of the leaders of the firm,
Mr. Harris heads the “On-Call CFO” and Change Management
practices for entrepreneurial and existing organizations.
provides training in social and communication skills to enable
individuals to excel in our increasingly global marketplace. In
addition, she has appeared on radio and television talk shows.
Ms. Haislip holds a Masters of Business Administration with a
concentration in International Business.
COURSES
• Better Business Writing (BBW)
• Business Dining Etiquette (BDE)
• Maintaining a Professional Image in a Business Casual
World (MPI)
The International School of Protocol provides the highest
caliber of protocol and etiquette training for businesses,
corporations, colleges, schools, teachers, youth and
individuals.
In addition to providing training, Ms. Hanson has appeared
on radio and television talk shows. Prior to founding The
International School of Protocol, Ms. Hanson was a university
professor of communication, a speech writer, and an award
winning columnist whose syndicated articles appeared in over
• Professionalism, Civility and Business Etiquette (PCBE)
30 publications nationwide. As a fully engaging presenter, her
emphasis is on teaching what she considers to be skills for life.
Ms. Hanson holds a Masters in Communication Theory and
Research and is also a founding partner of Road to Success:
Career Development Program.
The International School of Protocol’s training sessions have
been featured in: The Washington Post, The Baltimore Sun,
Style Magazine, Martha Stewart Living, and on CBS’s Early
Morning Show, Fox News, The List, public television, Voice of
America and public radio, among others.
COURSES
• Better Business Writing (BBW)
• Maintaining a Professional Image in a Business Casual
World (MPI)
• Professionalism, Civility and Business Etiquette (PCBE)
CALVIN HARRIS JR., CPA IS PRESIDENT CHANGE MANAGEMENT FOR HARVIN
CONSULTING.
The Council for Excellence in Government as CFO, Aeras
as CFO, The United Nations Foundation as Controller, and
NeighborWorks America as Interim CFO and Controller.
He has over 20 years of “C-suite” level experience in working
with organizations of various sizes. His career began at
Arthur Andersen, and includes senior management roles at
Harvin Consulting is a boutique strategic management
consulting firm providing administrative, financial and project
management support for commercial, not-for-profit and
32
COURSE
• Strategic Focus for Your Practice: It’s Not Just
Bookkeeping Anymore… (NOTBOOK)
Tom Hood, CPA, CITP, CGMA
“IF THERE IS A CONVERSATION ABOUT THE
FUTURE OF THE PROFESSION, YOU’RE BOUND
TO HEAR HOOD’S NAME MENTIONED AS ONE
OF THE PEOPLE LEADING THE WAY. From his
Innovation Summit to his many speaking engagements, from
his prolific tweets to his range of alliances with vendors, other
organizations, and thought leaders and influencers at all levels,
Hood is doing as much as anyone – and more than most – to
lead public accounting forward.” - Accounting Today, 2013
Tom Hood is passionate about three areas: leadership,
learning, and technology.
Mr. Hood’s recognition and awards reflect his leadership
in helping CPAs shape their future through his work at the
Maryland Association of CPAs and the Business Learning
Institute, a center for the development of leadership, strategic
thinking, and collaboration skills for CPAs.
• Business Dining Etiquette (BDE)
• Mingling for Professionals (Mingle, Mingle) (MP)
Calvin Harris, Jr., CPA
Mr. Harris is a Certified Public Accountant (licensed in the
State of Maryland) and the Immediate Past National President
Mr. Harris earned a Bachelor degree, with honors, in business
administration from Morehouse College and is the former
National Treasurer of the Morehouse College Alumni
Association. He resides in Columbia, Maryland.
• Mingling for Professionals (Mingle, Mingle) (MP)
Cathleen Hanson
CATHLEEN HANSON IS CO-DIRECTOR AND
FOUNDER OF THE INTERNATIONAL SCHOOL
OF PROTOCOL, THE LEADER IN PROVIDING
TRAINING TO THOSE WHO WANT TO ENHANCE
THEIR INTERPERSONAL SKILLS AND PERSONAL
EFFECTIVENESS IN BUSINESS AND SOCIAL
RELATIONSHIPS.
Mr. Harris is frequently contacted on matters related to
business and leadership, and has been quoted by numerous
news sources including Inc., Black Enterprise, U.S. News
& World Report and Staples Business Hub. He was named
one the “Top 100 Most Influential People in Accounting”
by Accounting Today in 2010 and 2012 and one of the
“Top 50 Accountants on Twitter” in 2013. He has authored
articles for the New York Enterprise Report and writes Harvin
Consulting’s “Saga of a Reformed Beancounter” blog, a “Top
50 Accounting Blog.”
(Chairman of the Board) of the National Association of Black
Accountants. He serves as the Treasurer on the Board of
DC Doors, a Washington, DC charity providing housing
services to the local immigrant community, and is a volunteer
management consultant with Compass DC, a Washington, DC
organization providing free management consulting services
to non-profit organizations.
Mr. Hood and his team have facilitated and taught the Major
Firms Group (Top 100 CPA firms) for the AICPA and the AICPA
Leadership Academy and lead strategic planning sessions for
the top CPA firms all over the US, as well as corporations and
nonprofits.
Mr. Hood was named the second most influential leader in
the CPA Profession in Accounting Today’s 2013 list of the Top
100 Most Influential People in Accounting, his ninth time on
the list. Linked-in recruited Mr. Hood as one of their Top 150
Influencers, and he was named to the Top 25 Influencers in
Learning by HR Examiner. He is a nationally recognized author,
speaker, and consultant and has been featured in the Journal
of Accountancy, Accounting Today, and AccountingWeb.
He won the AICPA Special Recognition Award for his
contributions to the profession leading the CPA Vision
Project in 2003. He is also considered a thought leader in the
Association Community, having spoken at the DigitalNow
Conference and the ASAE (American Society of Association
Executives).
In addition to his history as an association executive and
CEO, Mr. Hood has experience as a high level executive in
industry, as past treasurer and CFO of Bryn Awel Corporation,
a privately owned $75 million highway construction company.
Mr. Hood is a graduate of Loyola College with a B.A. in
Accounting, has a Master’s in Finance in Real Estate from
Johns Hopkins University, and a Master’s equivalent in
Information Systems from the University of Baltimore. He also
obtained the Certified Information Technology Professional
(CITP) certification and the Certified Global Management
Accountant (CGMA) certification from the AICPA.
COURSES
• A New Era in Talent Development and Learning
(NERATDL)
• Collaboration Made Easy - Management by Sticky Notes
#MBSN (MBSN)
• CPAs and Social Media: Passing Fad or Valuable Tool?
(CSM)
• How to Profit from Innovation - Talent & Engagement in
the Agile Learning Organization (HPITEALO)
• I2A: Strategic Thinking that takes Insights to Actions
(I2A)
• Leading Four Generations in the Workforce (LEAD4GEN)
• MACPA Leadership Academy (LEADACAD)
• Managing the Shift Change-Next Gen Leaders Your Key
to Succession (MSCNGEN)
• Professional Issues Update (PIU)
• Social Media Strategy & Quick Start: Developing and
Implementing a Social Media Strategy for CPA Firms &
Organizations (SOCMED)
• Strategic Planning Facilitation: Developing the High
Performance Organization (SPF)
• The High-Performing Firm – Growth through a Winning
Culture and Strategy (HPFIRM)
• The Shift Change in Accounting - Creating the High
Performance Firm (SCACHPF)
• Trends in CPA Profession - the Shift Change - What’s the
Future of Accounting? (TCPAPROF)
• The Bounce: Maximizing Your Career Trajectory
(BOUNCE)
William Hughey
A GRADUATE OF THE UNIVERSITY OF HOUSTON
LAW CENTER (DECEMBER 1985), WILLIAM
HUGHEY HAS BEEN LICENSED TO PRACTICE
LAW IN THE STATE OF TEXAS SINCE MAY 1986.
He has been admitted to practice in multiple Federal Districts,
the U.S. 5th Circuit Courts of Appeals, and the United States
Supreme Court. He has litigated civil and criminal matters
in State and Federal Court, has handled civil and criminal
appellate work at both the state and federal levels, has
argued before the U.S. 5th Circuit Courts of Appeals, and has
submitted Writs of Certiorari to the United States Supreme
Court. The last four years (2009-2012), Mr. Hughey served the
Texas Judicial as the District Judge of a general jurisdiction
court. These experiences have provided him with an inside
and outside view of our Justice System.
Mr. Hughey spent 3 years with the Social Security
Administration working directly with eligibility policy and
regulations related to entitlement claims for Social Security
Retirement, Disability and Survivors Benefits, and claims for
Supplemental Security Income. He was directly involved
with policy interpretations and application of entitlement
regulations for the Medicare and Medicaid Programs. Mr.
Hughey also worked 7 years in various positions in the Health
and Human Services Region VI office of the Health Care
Finance Administration (HCFA), the predecessor to the Center
for Medicare and Medicaid Services (CMS).
Ms. Jackson has previously worked for Owens Corning and
Health Care Regulatory Consultants, LLC. While at Owens
Corning she held many roles, including Financial Leader
(supporting corporate IT functions), Global Financial Standards
Implementation Leader, Plant Controller, and Senior Internal
Audit. In these various roles, Ms. Jackson led the international
implementation of over 100 financial standards established
by the CFO’s leadership team; was responsible for the
Rockford plant’s accounting, finance, sourcing and warehouse
departments, and performed SOX 404 testing, operational
plant audit reviews, M&A due diligence, and International
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Ms. Jackson received her B.S. in Accounting and MBA from
Florida A&M University. She received her CPA in Virginia
a year after graduation. She is currently a member of the
Ohio Society of CPAs. Over the course of her professional
career, Ms. Jackson has facilitated conference workshops
for many organizations, including the AICPA, the National
Association of Black Accountants, Bowie State University, and
Jarvis Christian University. She is a member of the inaugural
SUSAN KATZ IS KNOWN FOR HELPING
BUSINESSES DRIVE EXTRAORDINARY GROWTH.
As a business growth advisor and executive coach, Ms. Katz
helps individuals and organizations gain clarity, focus on
revenue generating opportunities, and create the strategic
changes necessary to achieve unlimited and lasting growth.
COURSE
Prior to starting her strategic growth advisory business, Ms.
Katz was in executive management with two major publishing
firms, Pearson Education and Wolters Kluwer. During her
career in publishing, she generated significant revenue and
profit growth for various businesses within the organizations.
• A Strategic Approach to “The Patient Protection and
Affordable Care Act” (PPACA)
Ms. Katz has worked with a wide range of individuals and
organizations, including the Better Business Bureau of
Maryland, the Baltimore Ravens, Citi Group, Towson University
School of Business, Katz Abosch accounting firm and KCI
Technologies engineering firm.
Ms. Katz is very active in her community. She is a board
member for Live Baltimore, a member of the National
Association of Women Business Owners and a member of
the Maryland Chamber of Commerce. In addition, Ms. Katz is
the chair of the advisory board for the University of Baltimore
Audits. Most recently, Ms. Jackson was responsible for
providing strategic business planning, alignment, budgeting,
and forecasting leadership for the Manufacturing Technology,
Global IT Operations, Global Solutions Delivery, Human
Resources, Corporate Legal, Corporate Development, and
Tax functions. Ms. Jackson served as a Strategic Management
Consultant at Health Care Regulatory Consultants, LLC, a
firm that provides clients legal, process implementation, and
compliance consulting by capitalizing on over 35 years of its
principal’s health care, legal, and regulatory experience. It
is uniquely positioned to assist midsize hospitals, hospices,
home health care agencies, and other healthcare providers
with the implementation of the Patient Protection and
Affordable Care Act.
Class of the AICPA’s Leadership Academy. Currently, Ms.
Jackson serves as a member of the AICPA’s Governing
Council, Information Management and Technology Assurance
Executive Committee, and the AICPA’s E.D.G.E and Global
Manufacturing Conference Planning Committees.
COURSE
• A Strategic Approach to “The Patient Protection and
Affordable Care Act” (PPACA)
Susan Katz
Mr. Hughey has over 15 years of course preparation and
presentation experience. He has served as an Adjunct
Graduate Professor of Business Law at the University of Dallas
(Irving, Texas). His students voted him “Outstanding Adjunct
Professor” (2000) for his impactful teaching. Mr. Hughey
continues to teach Business Law and Business Ethics courses.
Since 2007, he has taught undergraduate Business Law/Ethics
classes at Wiley College (Marshall, Texas). He also served on
the Advisory Board for Wiley College’s nationally certified
Business Program.
Ebonie Jackson
EBONIE JACKSON IS CURRENTLY THE
CONTROLLER AT BACKYARD PRODUCTS, LLC.
Before joining Owens Corning, Ms. Jackson was a Senior
Associate in KPMG’s Washington DC Practice, where she
led financial statement and compliance audits across several
industries.
Courtney Kirschbaum
INTERNATIONAL KEYNOTE SPEAKER AND
PRESENTER COURTNEY KIRSCHBAUM
IS KNOWN FOR SMART, INSIGHTFUL,
INFORMATIVE CONTENT AND AN ENGAGING,
FUN, AND FRANK MANNER.
She leaves audience members galvanized to take action and
inspired to reach for and act on their most ambitious goals.
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Merrick School of Business Center for Entrepreneurship and
Innovation. She is the “coach in residence” at the Emerging
Technology Center, a Baltimore entrepreneur incubator, and
she is a mentor and trainer for new Growth Coach franchisees.
Ms. Katz was named the 2009 Growth Coach Best Franchise
in a New Market, and the 2010 Growth Coach Franchise of
the Year. In addition, she received the 2010 Rising Star Award
from the National Association of Women Business Owners
Baltimore Regional Chapter and has been recognized as one
of the 2011 and 2013 Maryland’s Top 100 Women and the
2012 Maryland Top 100 MBEs.
Ms. Katz’s key to success is in believing that everyone has
unique strengths and talents, and that anything is possible as
long as you align with your strengths and believe in yourself.
COURSES
• How To Plan And Lead Effective, Productive Meetings
(PLANMEET)
• Overcoming Difficult Employee Performance
Conversations (ODEPC)
• Strategic Problem Solving: How to Solve Tough
Challenges the Mastermind Way (SPS)
As one of her audience members commented, “She’s so
compelling; you can’t not listen to her!”
Ms. Kirschbaum was one of the eWomen Network’s Top
5 Speakers in 2013 and was the closing speaker at TEDx
Edmonton in 2014. Her writing on leadership is featured in
the book Leading On Your Edge, which will be published Fall
2014.
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Courtney Kirschbaum cont.
COURSES
Ms. Kirschbaum works with professionals who want more: high
achievers and people who aspire to be the top in their field
or profession and want to learn the skills that will make them
leaders. She also works with millennial college students and
recent graduates, teaching them how to be successful, to not
compromise and to go for what they want. Her Success Factor
for Millennials and Survivor: Corporate America programs are
customized to address challenges unique to recent graduates
and young professionals beginning their careers. Ms.
Kirschbaum also authors a blog for students transitioning from
college to career, called Her Next Move.
• The Success Factor for Millennials - Preparing New Hires
for Success in Their Careers (SFM)
In her 15 years leading global technology projects for the likes
of Deloitte, KMPG and BearingPoint, Ms. Kirschbaum coached
individuals and teams and explored human development
and peak performance. She was trained by Jack Canfield,
America’s #1 Success Coach, founder of the billion-dollar
book brand Chicken Soup for the Soul© and author of success
and leadership books The Power of Focus and The Success
Principles.
• Time and Energy Habits of High Performers (BESTTIME)
• Effective Meetings (EFFMEET)
• Executive Presence (EXECPRES)
• Move Up or On (MOVEUPON)
• Speaking to Advance your Career (SPEAKAD)
• Survivor – Corporate America: Tactics & Secrets for
Surviving & Thriving in the Corporate World (SURVIVE)
• The Success Factor (SUCCESS)
• Ultra-Goal Setting That Gets Results (GOALSET)
Michael Kraten, PHD, CPA
MICHAEL KRATEN, PHD, CPA IS THE PRESIDENT
AND CO-FOUNDER OF ENTERPRISE
MANAGEMENT CORPORATION (EMC), A
STRATEGIC MANAGEMENT CONSULTING FIRM.
HE IS ALSO A MEMBER OF THE ACCOUNTANCY
FACULTY AT PROVIDENCE COLLEGE.
Dr. Kraten teaches the capstone course in accounting policy
at Providence College. He has also taught ethics, leadership,
and cost accounting in the executive education, graduate,
and undergraduate programs of Maastricht University, Suffolk
University, the University of Massachusetts, and the University
of Connecticut.
Dr. Kraten has authored articles in the academic and
practitioner literature, including the Journal of Banking
and Finance, Accounting and the Public Interest, Journal
of Digital Business, Journal of Theoretical Accounting
Research, and CPA Journal. He has presented research studies
at conferences sponsored by the American Accounting
Association, the Institute of Management Accountants, and
other organizations. One such study, an analysis of Libor
interest rate quotations, was cited by a member of the British
House of Commons in 2012 during a parliamentary debate.
Dr. Kraten has worked at EMC since 1995. Previously, he was
a management consulting partner at BDO Seidman (the fifth
largest global accounting firm), and he spent eight years in
the consulting, accounting, and audit divisions of Deloitte &
Touche (the second largest firm).
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Dr. Kraten has earned a Ph.D. in behavioral accounting from
the University of Connecticut. He has also earned an M.P.P.M.
in management from Yale University and a B.B.A. in public
accounting from Baruch College of the City University of New
York.
Dr. Kraten is a management accounting educator and
researcher who specializes in behavioral factors impacting
issues of negotiation, entrepreneurship, and social policy.
COURSES
• Business Planning: A Managerial Accounting Approach Advanced Level (BPLAN-3)
• Business Planning: A Managerial Accounting Approach Basic Level (BPLAN-1)
• Business Planning: A Managerial Accounting Approach Intermediate Level (BPLAN-2)
• Enterprise Risk Management: A Pragmatic Approach Advanced Level (NRISK-3)
• Enterprise Risk Management: A Pragmatic Approach Basic Level (NRISK-1)
• Enterprise Risk Management: A Pragmatic Approach Intermediate Level (NRISK-2)
• Executive Presence: An Experiential Approach to
Networking & Negotiation (EPRES)
Lin Kroeger, CMC
LIN KROEGER, SENIOR FELLOW, BUSINESS
LEARNING INSTITUTE, HAS BEEN A
MANAGEMENT CONSULTANT FOR 30 YEARS,
FOCUSING ON STRATEGIC COMMUNICATION
AND ITS ROLE IN LEADERSHIP, MANAGEMENT,
AND EMPLOYEE CAPABILITY.
Known for her practicality and for providing custom
consulting, Ms. Kroeger designs and delivers programs on
leadership, organizational and interpersonal communication,
change management, and team dynamics.
Ms. Kroeger’s recent projects include assessing the
effectiveness of performance management within a Fortune
500 financial division, designing an organization re-structuring
transition process and communication strategy, designing
and facilitating leadership off-site meetings, and designing
a communication strategy and plan for the launch of a major
new management process and its related tools.
Formerly president of The Communication Link Co., Inc.,
a management consulting firm specializing in strategic
communication, a primary tool of change management, Ms.
Kroeger provided services in executive and management
coaching, development of ownership strategies, custom
training, facilitation, and coaching teams on team dynamics
and collaboration.
Ms. Kroeger has taught management writing at the Graduate
School of Business, Cornell University, and has acted as the
in-house writing expert at Arthur Andersen. Ms. Kroeger has
guided the strategic re-design of audit and financial reports.
Her clients include Fortune 500 and Fortune 10 companies
in financial services, pharmaceuticals, and consumer
products. She has also worked with not-for-profit/education
and government groups and for both regional and national
accounting firms.
A speaker and writer, Mr. Kroeger holds a B.A. from The
College of William and Mary, a Master’s Degree from Villanova
University, and a Master’s Degree from Cornell University.
COURSES
• Emotional Intelligence and Personal Leadership (EI)
• Getting Things Done - Engaging People to Execute
Effectively (LEAF)
• It’s All in the Presentation: Designing Presentations to
Sell Ideas Effectively (DPSI)
• Leader vs. Manager vs. Facilitator: When, Why, How?
(LMF)
• Leadership and Generations: What Are They Thinking?
(GCMMG)
• Leadership and Retaining Talent: How the Generational
Shifts Changing Leadership (GENSHIFT)
• Leadership in Fast-Moving Organizations (LFMO)
• Leadership: Coaching to Develop and Empower Accountability, Delegation and Dialogue (LCDE)
• Leadership: Motivation - The Power of Needs, Styles and
Ownership (LMPN)
• Leadership: Personal Style and Personal Effectiveness
(PSPE)
• Leading Change: Action Planning to Actual
Implementation (APAI)
• Message-Based Communication (MBC)
• Practical Leadership - Action Steps to Strengthen Leader
Effectiveness (LEADACT)
• Presentation Skills: Message Based Presentations (MBP)
• Presenting Financial Data to Non-Financial Audiences
-Avoiding Over-simplification (PFDNFA)
• Presenting Financial Information Clearly and Effectively
(PFICE)
• Project Management: Get the Buy-In to Get Results
(PMIP)
• Sharing Skills Between Generations (RM)
• Skillful Coaching: Careers and Performance Matter
(SCCPM)
• SMART Goal Setting: Setting Goals to Achieve and
Contribute (SGS)
• Special Delivery: Delivering Presentations to Sell Ideas
Effectively (PSIE)
• Best Practices in Accounting & Finance Writing (MBW)
• Best Practices in Accounting and Finance Writing:
Putting Ideas in Order (BPAFPIO)
• Best Practices in Accounting and Finance Writing: Being
Clear and Accurate (BPAFW)
• Building a Culture of Conversation: Communication with
a Purpose, For Results (BCCC)
• Creative Problem Solving (CPS)
888-481-3500
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Jason Levin
JASON LEVIN IS THE FOUNDER OF READY SET
LAUNCH, LLC, A CAREER COACHING COMPANY
THAT FOCUSES ON ONE-ON-ONE CAREER
COACHING, OUTPLACEMENT, WEBINARS
AND PUBLIC SPEAKING RELATED TO CAREER
MANAGEMENT.
His 15+ years across multiple careers, including consulting
(Accenture and RSM Salustro Reydel), brand management
(Unilever), employer branding (Vault.com) and educator events
(QS World MBA Tour), have taught him how much he loves
change, new environments, new challenges and new ideas.
From 2009-2012, Mr. Levin sat on the Board of Directors of the
United Way of the National Capital Area (United Way NCA)
and was the Chair of the Emerging Leaders Society of the
United Way NCA.
Mr. Levin has an MBA from the Georgetown McDonough
School of Business. While studying at Georgetown, he
worked overseas on brand management projects for Unilever
Sri Lanka and Pepsi Vietnam. Additionally, he was a Rotary
Ambassadorial Scholar and received an international business
degree (DEUF) from Université Jean Moulin Lyon 3. While
living in Paris, France, he was the President of the Rotary
Foundation Alumni Association, and was the first non-French
national to hold the position. Mr. Levin has a Bachelor of
Science degree in Business Administration and a minor in
French from Rowan University.
COURSE
• Define Your Personal Brand & Enhance Your Executive
Presence by Shopping the Grocery Store (PBRAND)
Norman Lorch, CPA
AS AN EXECUTIVE CONSULTANT, NORMAN
J. LORCH HAS MORE THAN 33 YEARS OF
EXPERIENCE IN THE FIELD OF FINANCIAL
MANAGEMENT AND ADMINISTRATION OF
GOVERNMENT CONTRACTS.
Mr. Lorch is the principal of Norman J. Lorch, Chartered,
a CPA firm that specializes in assisting clients and their
accountants in the areas unique to government contracts. He
is a former division accounting manager with a major defense
contractor and a former supervisory auditor with the Defense
Contract Audit Agency.
Mr. Lorch has prepared and evaluated claims and successfully
defended contractors from allegations by the Defense
Contract Audit Agency on such matters as defective pricing
and time-keeping policies and practices. In addition, he has
been the interface and liaison with DCAA and has negotiated
contracts and agreements with contracting officers, customers
and the DCAA. He is a CPA in Maryland and a member of the
Maryland Association of CPAs, the American Institute of CPAs
and the Greater Washington Society of CPAs; an associate
member of the American Bar Association, Public Contracts
Sections; and a member of the National Defense Industrial
Association, Contract Finance Committee, and the National
Contracts Management Association.
Mr. Lorch is the author of the AICPA course entitled “An
Introduction to the Accounting Requirements of Government
Contracts” and co-author of “Cost Principles for Non-Profit
Organizations Covered By OMB Circular A-133.” He also is
the author of the course entitled “Government Contractor’s
Indirect Cost Rates: Preparation of the Proposal and Surviving
The Government’s Audit.”
Mr. Lorch holds a B.S. degree in accounting from the
University of Baltimore.
COURSES
• Accounting Systems for Government Contractors
(ASGC)
• Government Contractors and Indirect Cost Rates:
Preparation and Surviving the Government Audit (GCIC)
• Introduction to the Accounting Requirements of
Government Contracts (IARG)
Dr. Jeffrey Magee
he was recognized by American Home Products, a Fortune
500 company, as its top salesman in the nation, and became
the youngest certified sales instructor for the Dale Carnegie
Sales Course. He went on to work as a sales associate for the
nation’s largest educational and youth advertising/marketing
firm, Target Marketing, and was promoted to Vice President of
Sales and Chief Operating Officer.
Dr. Magee was a three-term President of the Oklahoma
Speakers Association and twice awarded their Professional
Speaker Member of the Year. Today, the Chapter’s outstanding
members are awarded the “Jeff Magee Member of the Year
Award.”
Dr. Magee received the Commander’s Coin of Excellence
for his efforts designing, training, and presenting a series
of national leadership and sales recruitment programs for
the more than 5,000 professional sales recruiters and sales
managers with the U.S. Army National Guard.
In 2010, while merging Jeff Magee International with
WesternCPE, he was recognized as The U.S. Small Business
Commerce Association (SBCA) 2010 Best of Business Award
in the Lecture bureau category. In 2011 Dr. Magee un-merged
from WesternCPE to continue with his own firm, JeffreyMagee.
com.
He has been recognized as one of the “Ten Outstanding
Young Americans” (TOYA) by the U.S. Junior Chamber of
Commerce, and was twice selected to represent the United
States at the World Congress as a Leadership Speaker
(Cannes, France and Vienna, Austria).
Dr. Magee is a Certified Speaking Professional, a Certified
Management Consultant, and a Certified Professional
Direct Marketer. He has been a regular content provider to
AICPA, WesternCPE, Boomer Consulting, iShade, CPELink,
and many of the Fortune 500 Firms and Government
Agencies. Many Fortune 100 firms today use Dr. Magee for
Performance Execution® in the areas of managerial-leadership
effectiveness, human capital performance, and sales training
and coaching. He has been invited to keynote at many major
associations in America and to speak at West Point Military
Academy on leadership.
COURSES
• Coaching for Impact: Generational Diversity (IMPACT)
• Coaching for Impact: Developing High Performers
(IMPACTHP)
• Coaching for Impact: Resolving Conflict (IMPACTRC)
• Fundamentals of Interviewing, Hiring and Terminating
Employees (FUNHIRE)
• Fundamentals of Strategic Management (FSM)
• Fundamentals of Tactical Managerial Leadership
(FUNLEAD)
• Performance Execution: Long-Term Planning in a ShortTerm World (PELTPSTW)
• Performance Execution: Succession Planning and
Mentoring (PESPM)
• Service Leadership: Enabling Exceptional Customer Care
(SERVLEAD)
• Service Leadership: Growing Your Business
(SERVGROW)
• Service Leadership: Increasing Profit for Long-Term
Planning in a Short Term World (SERVPROF)
Peter Margaritis, CPA, MAcc
AS THE CHIEF “EDUTAINMENT” OFFICER FOR
PETER A. MARGARITIS, LLC, MR. MARGARITIS’S
PRIMARY ROLE IS TO HELP BUSINESS LEADERS
STRENGTHEN THEIR BUSINESS SUCCESS SKILLS.
For some clients, that means helping their team hone
technical skills, like U.S. Generally Accepted Accounting
Principles (U.S. GAAP) or International Financial Reporting
Standards (IFRS). For some clients, it may mean working
to develop non-technical, professional skills training, like
presentation, business development, and leadership skills.
With every client, the goal is the same: help the team improve
their skills to improve business results.
DR. JEFFREY MAGEE HAS BEEN CALLED “THE
THOUGHT LEADERS’ THOUGHT LEADER.”
of Professional Performance/P360 Magazine, and writes the
nationally syndicated “Leadership” column.
Over the past 30 years in business, Mr. Margaritis has
managed, recruited, developed, hired and fired – all to
develop successful teams. He has sold products ranging from
Dr. Magee is the author of more than 20 books, including
two college textbooks and four bestsellers, is the publisher
Dr. Magee’s impressive career started with his first business
at age 15, which he sold before going to college. By age 24,
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bank loans to corporate incentive certificates. In addition,
he has created compensation matrixes, analyzed financial
statements, and designed and delivered accounting and
professional skills courses. Beyond that, Mr. Margaritis has
performed stand-up and improvisational comedy.
Mr. Margaritis has delivered over 80 seminars, conferences,
and workshops as a speaker and trainer. His presentations
cover subject matter both technical and non-technical for
clients that include Fortune 500 companies, large and national
regional accounting firms, state CPA associations and the
American Institute of CPAs.
Mr. Margaritis’s credentials include a BA from University of
Kentucky and a Master’s in Accounting from Case Western
Reserve University. He is a CPA and Certified Global
Management Accountant with a certificate in IFRS from the
Institute of Chartered Accountants in England in Wales. He
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Peter Margaritis cont.
currently serves on the faculty of Ohio Dominican University
and the University of Maryland at University College. He has
worked for companies such as Price Waterhouse, Victoria’s
Secret Catalogue (not as a model), Gap Inc. Direct, Barnett
Bank, C & S National Bank, Columbus State Community
College, and Franklin University.
Mr. Margaritis is a member of the American Institute of CPAs
governing council and a past chair of the executive board of
directors of the Ohio Society of CPAs, and is an active member
of the National Speakers Association. He is also affiliated with
the Business Learning Institute out of Towson, MD.
• Building Stronger Teams by Using Improvisational
Comedy (COMEDY)
• Business Development Skills for Accountants (BDS)
• Career Management: What’s Next for You? (CAREER)
• Communicating in the Workplace (CCC)
• Embracing Your Inner Superhero (SUPER)
• Get Out of the Casket and up to the Podium - Tips on
Public Speaking (SPEAK)
• How to Dump SALY and Find a New Creative Approach
to Accounting (SALY)
• Leadership from a Slightly Different Perspective
(LEADDIFF)
His education and experience have taught him that every
business benefits from ongoing skills development.
• The Eight Hour MBA (MBA1)
COURSES
• The Eight Hour MBA - Business Strategy (MBASTRAT)
• How to Dump SALY and Find a New Creative Approach
to Accounting! (HDSFNCAA)
• Accounting for Revenue from Contracts with Customer
(PROPREVR)
• The Eight Hour MBA - Adding Value (MBAVALUE)
• The Eight Hour MBA - Leadership Strategy (MBALEAD)
• The Eight Hour MBA - Performance Management
(MBAPERFO)
• The Eight Hour MBA - Powerful Communication
(MBACOMM)
He leaves each and every participant with a wealth of
knowledge, delivered in a fun and interactive fashion. Mr.
McClatchy founded Alleer Training and Consulting out of
his passions for adult learning and the field of training and
development. He has worked in sales, sales management,
training and consulting for such organizations as The Pillsbury
Company, Broderbund Software, Franklin Covey and Forte
Systems.
Mr. McClatchy and his organization, Alleer, have worked with
Fortune 500 companies, small to mid-size firms, associations,
universities, government agencies, unions, non-profits, and
more. Alleer’s client list includes Major League Baseball,
Microsoft, Merck, Disney, Ikea, Nestle/Purina, Independence
Blue Cross, State Farm Insurance, Wawa, American Cancer
Society, Terminix, The National Basketball Association (NBA),
University of Pennsylvania Health System, Nissan, LF Driscoll,
and Hewlett Packard, to name a few.
Mr. McClatchy’s presentations are not lectures. The ideas and
strategies are facilitated with interaction, exercises, videos and
DON MCDANIEL IS A FOUNDER, PRESIDENT
AND CEO OF SAGE GROWTH PARTNERS (SGP),
A HEALTHCARE STRATEGY AND TECHNOLOGY
FIRM SPECIALIZING IN CREATING VALUE FOR
ORGANIZATIONS IN THE HEALTHCARE AND
RELATED INDUSTRIES.
Mr. McDaniel is also a member of the faculty of the Carey
Business School of the Johns Hopkins University. He teaches
health economics and competitive strategy. Prior to his role at
SGP, Mr. McDaniel held a series of leadership positions with a
real world examples. His presentations are lively, energetic
and fed by his dynamic personality. Thousands of hours of
research, testing, and design have gone into each topic. The
results are programs extremely rich in content and balanced
with real world examples.
Mr. McClatchy explains what to do and how to do it in plain
English, so that participants can apply the concepts and
ideas the very same day. Participants walk away from his
presentations with knowledge, skills and strategies that put
them in greater control and make them more productive.
Mr. McClatchy is one of twelve children and grew up outside
of Philadelphia. He lives with his wife and four kids in Malvern,
PA. He has his BA in both Finance and Economics from the
Catholic University of America in Washington DC. He has been
involved in the Big Brother/Big Sister program for over twenty
years.
COURSES
• Effective Consulting Skills - Moving From Subject Matter
Expert to Business Consultant (CONSULT)
• Interpersonal Leadership - Building Trust and Resolving
Conflict (BTRC)
variety of healthcare, technology and insurance organizations,
and has served on a number of proprietary and not-for-profit
boards.
COURSES
• Blue Ocean Innovation: Market-Taker to Market-Maker
(BOI)
• The Economics of Health Reform: Implications for
Industry & Society (EHRIIS)
Rita McGrath
RITA MCGRATH IS A PROFESSOR AT COLUMBIA
BUSINESS SCHOOL AND A GLOBALLY
RECOGNIZED EXPERT ON STRATEGY IN
UNCERTAIN AND VOLATILE ENVIRONMENTS.
Steve McClatchy
STEVE MCCLATCHY IS AN INTERNATIONAL
SPEAKER, TRAINER, CONSULTANT, WRITER AND
ENTREPRENEUR WHO HAS SPOKEN BEFORE
THOUSANDS OF AUDIENCES LEFT DELIGHTED
WITH HIS ENTERTAINING STYLE AND POWERFUL
STORIES.
Don McDaniel
Her thinking is highly regarded by readers and clients, which
include Pearson, Covidien, Coca-Cola Enterprises, General
Electric, Alliance Boots, and the World Economic Forum. She
is a popular instructor, a sought-after speaker, and a consultant
to senior leadership teams. She was recognized as one of
the top 10 management thinkers by global management
award Thinkers50 in 2013, and won the award for outstanding
achievement in the strategy category.
Ms. McGrath has been named one of the top ten business
school professors to follow on Twitter, and was named one of
the 25 smartest women to follow by Fast Company. In 2009,
she was inducted as a Fellow of the Strategic Management
Society, an honor accorded those who have had a significant
impact on the field. She serves as Dean of the Fellows. Ms.
McGrath is the co-author of three books, in addition to her
new book The End of Competitive Advantage: How to Keep
Your Strategy Moving as Fast As Your Business (Harvard
Business Review Press).
Ms. McGrath appears regularly on television and radio and
is often cited in the press, including The Wall Street Journal,
New York Times, Financial Times, and Businessweek, Inc. She
maintains an active blog and is featured as a discussion leader
at Harvard Business Online. She has authored or co-authored
14 articles in the Harvard Business Review.
Ms. McGrath joined the faculty of Columbia Business School
in 1993. Prior to life in academia, she was an IT director,
worked in the political arena, and founded two start-ups. Her
Ph.D. is from the Wharton School, University of Pennsylvania.
She teaches in Columbia’s top-ranked Executive Education
programs, and is the Faculty Director for the Columbia
Executive Education program Leading Strategic Growth and
Change.
Ms. McGrath’s academic publications have appeared in several
leading journals. She has won numerous awards for excellence
in scholarship. Among these are the Strategic Management
Society ‘best paper’ and ‘runner up’ awards in 2001 and
2004; the Maurice Holland award from the Industrial Research
Institute; the Academy of Management Review “best paper”
award, the Entrepreneurship Theory and Practice Award for
the Best Conceptual Paper (both 1992 and 1996) and the
European Foundation for Entrepreneurship Research (EFER)
best paper award. She is a member of several editorial boards
of prestigious journey.
COURSES
• Business Model Competition & Disruptive Innovation 2hr Webcast (BUSMODEL)
• Discovery Driven Planning - 2hr Webcast (DDPLAN)
• Learning to Live with Complexity & Positive
Disengagement (COMPLEX)
• The End of Competitive Advantage - 3hr Webcast
(ENDCOMP)
• Team Leadership & Leading Change - Get it Right &
Make it Last (TLLC)
• Time Management and Personal Leadership (TMPL)
40
888-481-3500
41
James Niemes
JIM NIEMES IS A SENIOR CONSULTANT WITH
40 YEARS EXPERIENCE APPLYING LEADERSHIP
DEVELOPMENT, PROCESS IMPROVEMENT AND
STRATEGIC CHANGE DISCIPLINES WITH PUBLIC
AND PRIVATE SECTOR CLIENTS.
He has led global leadership development programs for multinational clients, including Royal Dutch/Shell, and Six Sigma
business transformation initiatives at GE Capital and NASA
Kennedy Space Center. His most recent assignment involves
operationalizing the thought leadership concepts found in Dr.
Hubert Glover and John Curry’s Giraffes of Technology: the
Making of the 21st Century Leader. (Methodology is detailed
at www.GOTResults-ThatMatter.com)
Byron Patrick, CPA, CITP, CGMA, MCSE
Mr. Niemes holds a BS in Mechanical Engineering, Juris
Doctorate, is licensed to practice law in Ohio (inactive) and
certified at the Black Belt level in Six Sigma.
COURSE
• Giraffes of Technology: The Making of the 21st Century
Leader (GIRAFFE)
Ms. Padar represents the next generation of accounting
professionals and is in the vanguard of the new movement
of “digital CPAs.” She has joined with other future-thinking
leaders and vendors to spread the word and educate the
profession on its natural evolution into the digital age.
Embracing the Cloud, social media, and other highly
advanced technologies and practices, Ms. Padar is out to alter
the way CPAs think about firm culture and serving their clients
via speaking engagements, podcasts, published articles,
and screaming it from the rooftop. A true change agent,
she continues to initiate conversations and encourage open
collaboration between the profession and vendors in order
to support the movement toward a newer, better, and more
innovative CPA firm culture.
Ms. Padar continues to research and speak out on best
practices and solutions that will move the accounting
profession forward. She is also committed to creating a new
mindset within today’s firms — one focused on technology
and innovative practice.
Ms. Padar is an expert in several areas, including SaaS
technologies, best practices, and end-to-end paperless
one of the founding members and past Chair of the MACPA’s
New/Young Professionals Network (NYPN). Mr. Patrick is the
current Chair of the Board of Directors for the MACPA. In
addition, he is a member of the technology committee and
has participated in a number other taskforces and initiatives
over the years. He credits much of his professional success to
the support and mentorship of the MACPA.
He is a recipient of the CPA Practice Advisor’s 40 under 40
award for the last 5 years.
Mr. Patrick has also been actively involved on a national level
with the American Institute of CPAs. He earned the Certified
Information Technology Professional credential in 2006 and
is currently a member of AICPA Council. He was previously
a member of the Information Management and Technology
Assurance Executive Committee. He has also been a member
of the Group of 100 the Virtual Grassroots Panel and is a CPA
Ambassador.
Once a public practicing CPA, Mr. Patrick eventually embraced
his passion for technology and merged it with his experiences
in public accounting. He then transitioned to the IT Director
of a mid-sized CPA firm in 2004. In July of 2008, Mr. Patrick,
along with business partner Daniel Houle, established
Simplified Innovations Inc. They have quickly grown within the
industry and now successfully support CPAs from Maryland to
Arizona with their technology and business needs.
Jody Padar, CPA, MST
JODY PADAR, CPA, HAS EMERGED AS A
“FEELING LEADER.” THAT IS, A LEADER DRIVEN
BY A PASSION TO FOSTER REAL CHANGE IN
THE ACCOUNTING PROFESSION.
BYRON K. PATRICK, CPA, CITP, CGMA,
MCSE IS THE COFOUNDER AND CEO OF
SIMPLIFIED INNOVATIONS INC, A MARYLANDBASED TECHNOLOGY MANAGED CLOUD
TECHNOLOGY OUTSOURCING COMPANY THAT
SPECIALIZES IN SERVICING THE NEEDS OF CPA
FIRMS AND OTHER BUSINESSES NATIONWIDE.
workflow, succession from a small firm perspective, best
practices for paperless tax workflow, small business consulting,
and social media.
She has been recognized on Accounting Today’s 100 Most
Influential to the Accounting Profession list (September 2012
and October 2011), received the Woman to Watch Emerging
Leader Award from the Illinois CPA Society (November
2011), received the 40 Under 40 Award from CPA Practice
Advisor (2009 and 2010), and named to the 10 Women Worth
Watching list by Accounting Today (November 2010.
COURSES
• Do It All Without Doing it All (DAWDA)
• Have the Idea and Have the Guts (IDEAGUTS)
• Tax Talk - Crowd-Source Research (TTCR)
• The Power in Succession: Who, Why and How (SWWH)
• Welcome to the Twitterverse, from a CPA Perspective
(1-hour audio) (TWITTER)
• Work from the Beach if you’re in the Cloud (Also
available as a 1-hr webcast) (CLOUD)
• You Thought it was the Future. It’s Now! (FUTURNOW)
• You’ve Got to Move it, Move it! Workflow Un-conference
(WORKFLOW)
Mr. Patrick has been an active member of the Maryland
Association of CPAs since the beginning of his career. He is
• Hosting in the Cloud (HOSTCLD)
• IT/Data Security (SECURITY)
• Moving to the Cloud - Unraveling the Mysteries
(CLOUDMOV)
Dr. Alan Patterson
DR. ALAN PATTERSON HAS GUIDED MORE
THAN A DOZEN FORTUNE 500 COMPANIES
IN RE-THINKING HOW BEST TO ELEVATE
THEIR TALENT AND DRIVE EFFECTIVE
ORGANIZATIONAL CHANGE.
including serving as a national expert resource for the
American Institute for CPAs (AICPA) and many state CPA
associations. He holds a BA from the University of WisconsinMadison, an MA from University of North Carolina-Chapel Hill,
and an Ed.D. from Boston University.
He has 27 years of international consulting experience
in change management, leadership development, and
executive coaching. In 2006, he formed Mentoré, a consulting
organization that focuses on aligning leadership, strategy,
roles, and skill sets to major shifts in the business. Prior to
Mentoré, Dr. Patterson worked as a Partner for 20 years at
Bryan Associates, Inc., a consulting group specializing in
competency-based talent development initiatives.
COURSES
Dr. Patterson’s expertise has been tapped by many global
and national organizations, including Anheuser-Busch, CVS,
Entergy, Federal Reserve Bank, Johnson & Johnson, HewlettPackard, Major League Baseball, Merck, Sea World, the United
States Navy, and Williams Sonoma.
A published author, Dr. Patterson has been a featured speaker
and workshop leader for several national associations,
42
COURSES
888-481-3500
• Building an Adaptive Organization (BAO)
• Business Strategy Development: More Than Operational
Planning (BSD)
• Elevating Team Performance (ETP)
• Emerging CFOs and Financial Executives: One on One
Assessment and Coaching (EMERGE)
• From Controller to CFO: How to Acquire the Skills
Needed to Make the Leap (FCCFO)
• From Technical Expert to Financial Leader: How to Make
a Critical Leap in Your Career Development (FCCFO-W)
• From Technical Expert to Financial Leader: How to
Manage and Broaden Your Career (BROADEN)
43
Dr. Alan Patterson cont.
• From Technical Expert to Financial Leadership
(FINANLDR)
• How the Best Financial Executives Create High
Performance Organizations (HPO)
• Integrating Organizations, Blending Values (IOBV)
• Leaders as Coaches: Techniques for Maximizing the
Development and Retention of Talent (COACH)
• Managing Strategic Business Partner (MSBP)
• New Leader Development (NLD)
• How to Build a Culture that Maximizes Trust,
Accountability, and Performance (CNCC)
• Succession Planning: Developing Tomorrow’s Leaders
Today (DTLT)
• How to Hire the Right Candidate: A Selection and
Interview Process That Gets You What You Need (HIRE)
• The Customer Map: A Critical Tool for Developing
Business Acumen (CCFO)
• Identifying, Developing, and Hanging on to Talent
(IDHT)
• The Finance & Accounting Organization as Strategist and
Partner to the Business (DICM)
Ray Perry
THE FOUNDER AND PRESIDENT OF SKILL
TRACK, RAY PERRY IS A TRUSTED ADVISOR,
SPEAKER AND COACH IN THE AREAS OF
PERFORMANCE MANAGEMENT, LEADERSHIP
DEVELOPMENT, AND STRATEGIC PLANNING.
A native of Rhode Island, Mr. Perry earned a BA in psychology
and business administration from Roger Williams University.
He is featured in the book Leadership: Helping Others to
Succeed, and is a contributing author for the book 101 Great
Ways to Enhance Your Career.
Leveraging more than 25 years of unique management
insight and experience, he has inspired individuals from
some America’s industry-leading organizations to take action
and realize the type of lasting change that unlocks greater
performance, morale, and retention.
In addition to being a senior fellow at the Business Learning
Institute, Mr. Perry is also is a member of the National
Speakers Association, the International Federation for
Professional Speakers, and the Society for Human Resource
Management.
Mr. Perry consistently brings the same commitment to each
client engagement – a genuine interest in helping clients to
reach new performance levels, which in turn strengthens the
organization’s ability to achieve the kind of bottom-line results
that stakeholders expect in today’s efficiency-minded business
culture.
COURSES
This commitment has earned Mr. Perry a stellar record of
customer satisfaction guiding executives, managers and
professionals from hundreds of organizations based in the
United States, Europe, Africa, Asia, and the Middle East.
Among the clients Mr. Perry has worked with are: American
Institute of Certified Public Accountants, Johns Hopkins
University and Medical Institutions, Northrop Grumman,
Accenture, Lowe’s, The National Academy of Sciences,
American Psychological Association, Institute of Medicine,
Dartmouth College, Black and Decker, IBM, American Express,
Federal Express, and Disney Imagineering.
Prior to Skill Track, Mr. Perry served in a variety of
management positions for more than 12 years with Nissan
North America, where he helped lead numerous affiliate
organizations, teams and individuals in achieving their bestever performance levels.
44
• Excellence in Management: Driving Results without
Driving Your Team Crazy (EMPMOTI)
• Managing Multiple Priorities - The Discipline of Getting
Things Done (TMIP)
• Organizational Productivity - Practical Strategies for
Getting and Staying Organized (GSO)
• Project Management - Delivering Results On Time and
Within Budget (OTPM)
• Situational Communication: How to Connect with More
People More Often (BGC)
• Situational Delegation - Inspiring Accountability in Your
Employees (DFR)
• Strategic Coaching - Growing Top-Notch Performers
(SC)
• Strategies for Delivering Exceptional Customer Service
More Often (DGCS)
• Team Development - Secrets Behind Building an AwardWinning Team (TBEL)
• The Communication Challenge: Disarming Difficult
People (CC)
Gretchen Pisano
GRETCHEN PISANO IS THE CO-FOUNDER
AND CEO OF THE P.LINK COACHING CENTER
FOR EXCELLENCE, AN EXECUTIVE COACHING
PRACTICE WITH A GLOBAL CLIENTELE.
Ms. Pisano has 18 years of experience developing sound
business strategy, and specializes in the development of
human potential across the personal/professional spectrum
of life. Ms. Pisano brings significant consulting, teaching and
coaching experience in the areas of strategic planning and
insight, accelerated leadership skills, executive presence,
heightened self-awareness, social intelligence, pro-active
well-being, and resiliency. Ms. Pisano’s clients learn how to
leave their mark on the world, in the process finding the
“sweet spot” overlap of their strengths, their passions, and
what others value. Whether entrepreneurs or leaders of an
executive team of a multi-national organization, her clients are
left with a deep sense of self and a personalized, compelling
vision in common.
Ms. Pisano has worked with senior leaders, executive teams
and emerging talent in the fields of technology, consumer
packaged goods, pharmaceuticals, public relations and
finance. In the social benefit sector, she has worked in the
areas of Federal and state health and human services and
ocean conservancy. In the public sector she has engaged with
leadership in the World Bank, Army and Air National Guard
and the U.S. Air Force.
Ms. Pisano has earned her Professional Certified Coach (PCC)
designation from the International Coach Federation, and her
Master Coach Certification from Martha Beck, Inc. She has a
Masters in Applied Positive Psychology from the University
of Pennsylvania, and a BS in Business from the University of
Southern California. She has been trained by The Grove in
visual facilitation and practiced as an international graphic
facilitator for seven years. Ms. Pisano is a qualified provider of
Gallup’s Strength Based Leadership assessment, the VIA Pro:
Character Strengths assessment, and a certified coach in The
Leadership Circle Profile™ 360 assessment tool.
In addition to her work with the P.link Coaching Center for
Excellence, Ms. Pisano heads Sounding Board Ink, a strategy
consulting group with a global practice, and is a member of
the teaching faculty with Martha Beck Inc. and the Business
Learning Institute.
Managing Stress Levels During Busy Times (CALM)
• Coming Home: Strengths-based Leadership for Personal
and Organizational Prosperity Part 1 - Know your
Strengths (COMEHOME)
and Organizational Prosperity Part 2 - Live Your Values
(COMHOME2)
and Organizational Prosperity Part 3 - Defining the Sweet
Spot (COMHOME3)
• Harnessing Flux: Creating Nimble and Agile Thinkers
Who Thrive (HARNFLUX)
• I2A: Strategic Thinking that takes Insights to Actions
(I2A)
• Leadership in the New Normal - 2hr Webcast (LNN)
• MACPA Leadership Academy (LEADACAD)
• Navigating the Plan when the Plan Keeps Changing:
Nimble Goal Setting and Vision (NAVIPLAN)
• The Positivity Link 1: The Positivity Link to Flourishing
(PLINK1)
• The Positivity Link 2: The Theory of Well-being - PERMA
(PLINK2)
• The Positivity Link 2A: Know Your Well-being Domains &
Well-being Formula (Practicum) (PLINK2A)
• The Positivity Link 3: The Theory of Positivity “The
Pleasant Life” (PLINK3)
• The Positivity Link 3A: Thought Bridging (Practicum)
(PLINK3A)
• The Positivity Link 4: The Positivity Link to Strengths
(PLINK4)
• The Positivity Link 4A: My Personal History - Character
Strengths in Action (Practicum) (PLINK4A)
• The Positivity Link 4B: Strength Strategies (Practicum)
(PLINK4B)
• The Positivity Link 5: The Positivity Link to Engagement
Within “The Engaged Life” (PLINK5)
• The Positivity Link 5A: Investment Compass - Wise
Investment of Self (Practicum) (PLINK5A)
• The Positivity Link 6: The Positivity Link to Relationships
with Others “The Connected Life” (PLINK6)
Ms. Pisano makes her home in Maryland, with her husband
and their three children.
• The Positivity Link 6A: Personal Currency & Your Inner
Circle (Practicum) (PLINK6A)
COURSES
• The Positivity Link 6B: Operational Definition of Trust
• Bringing it Home: The Triple Play Unlocking the Mystery
of Integrating Your Work Life and Your Life’s Work
(TRIPPLAY)
• Calm in the Midst of Chaos: Techniques & Tips for
(Practicum) (PLINK6B)
• The Positivity Link 7: The Positivity Link to Meaning &
Purpose “The Meaningful Life” (PLINK7)
• The PositivityLink 8: The Positivity Link to Achievement
“The Accomplished Life” (PLINK8)
Andrew Rose
ANDREW ROSE MAKES THE PHONE RING FOR
A CPA FIRM NATIONALLY RESPECTED FOR ITS
EXPERTISE IN DENTAL ACCOUNTING, NADEN/
LEAN.
An innovative marketing and business development authority,
Mr. Rose is frequently asked to speak to groups on a wide
variety of topics, ranging from Ghost Hunting 101 to the
Algorithmic Impact of Reviews on Organic Search.
Mr. Rose is deeply involved in the non-profit community,
sitting on or advising many non-profit boards. He has had
excellent results in founding and chairing various peer support
and networking/referral based groups. He founded the
Marketing Director’s Support Group in 2003, a well respected,
educational forum for marketing executives nationally. He also
helped found GIVE, the only non-discriminatory leadership
program for rising professionals in the greater Baltimore
region. Mr. Rose is a dedicated outdoor enthusiast who
Frank Ryan, MBA, CPA
currently relishes in bagging 14ers (14,000 mountain peaks) in
Colorado, with over 25 summited and counting.
Prior to entering the sales and marketing arena, Mr. Rose
spent 8 years in restaurant and retail management positions.
He joined Naden/Lean, LLC in 2003.
COURSES
• Best Practices for Facebook – Professionals
(FACEBOOK)
• Best Practices for LinkedIn – Professionals (LINKEDIN)
• Niche Building (NICHE)
• Practical Networking and Business Development for
CPAs (NETBD)
• Social Media Bootcamp for Professional Service Firms
(BOOTCAMP)
• Using Social Media for Lead Generation (SOMELEAD)
FRANK RYAN IS PRESIDENT OF A MANAGEMENT
CONSULTING FIRM SPECIALIZING IN
TURNAROUNDS, WORKOUTS, CRISIS
MANAGEMENT, STRATEGIC PLANNING AND
WORKING CAPITAL MANAGEMENT.
He has extensive experience working with banks in
negotiating forbearance agreements, loan workouts,
capital restructuring, vendor negotiations and bank lending
requirements. Mr. Ryan Is a leading expert in Lean Operations
and Management and has implemented numerous lean
applications for organizations.
Prior to his consulting business, Mr. Ryan was the chief
operating officer of a mid-sized manufacturing company.
Additionally, he has served as the chairman of the Audit
Committees of two publicly traded companies and has
extensive board level experience in for-profit and nonprofit
arenas.
Mr. Ryan is currently President of the Board of Directors of
the Good Shepherd Center in Maryland, and is on the Audit
Committee of the Archdioceses of Baltimore.
Susan Rucker, CPA
SUSAN RUCKER, CPA, IS A SEASONED
EXECUTIVE WITH OVER 30 YEARS OF
PROGRESSIVELY RESPONSIBLE POSITIONS
MANAGING HIGH PERFORMANCE TEAMS AND
GROWING BUSINESSES.
Ms. Rucker has worked in global environments managing
people in over 30 countries, and has traveled to more than
40 countries. A skilled communicator and facilitator, she has
worked with boards and CEOs developing and implementing
business strategy.
She has served as a senior operating executive, audit and
risk management partner, and consulting partner and has
managed businesses of over $100 million in annual revenue.
She has managed domestic and global businesses, growing
them through internal initiatives and acquisitions. Ms. Rucker
has experience in the healthcare (providers and payors),
business services, technology, and not-for-profit industries.
She is currently the President of VoiceMirror LLC, a technology
company focused on voice analysis, and provides consulting
services to high-growth businesses through Prospective
Insights LLC. Ms. Rucker is also the CFO of the Mason School
of Business at the College of William & Mary.
Ms. Rucker has held senior management positions at KPMG,
Unisys, and Tatum LLC. In addition to managing client service
delivery, she has also managed information technology,
recruiting, human resources and accounting and finance
functions. Ms. Rucker is a licensed CPA in the state of Virginia.
She received a Bachelor of Business Administration degree in
Accounting from the College of William and Mary.
COURSES
• Don’t Be a Square Peg in a Round Hole (SQURPEG)
• The Dynamics of Teams - Combining Strengths to
Optimize Your Team (DYNTEAMS)
He is a retired Colonel in the United States Marine Corps and
has served in numerous contingency operations that include
Haiti, Afghanistan, and Iraq.
Mr. Ryan is a multi-year recipient of the AICPA Outstanding
Discussion Leader Award.
COURSES
• Activity Based Costing for Accounting and Finance
Professionals: A case study approach (ABCFR)
• Avoiding Bankruptcy - Surviving the Recession (A Case
Study Approach) (ABSR)
• Challenges for the CFO/Controller and Financial
Executive in 2014 (CHALCFO)
• Current Economic and Financial Conditions and Their
Impact on Financial Decisions (CHALCFO4)
• Economic Value Added - Maximizing Shareholder Value
(EVAMS)
• Effective Communications (ECFR)
• Enterprise Risk Management and Forecasting (ERMF)
• Ethics Principles and Applications (EPA)
• Ethics, Critical Thinking and Fraud (EPCF)
• Ethics, Leadership and the Role of the CPA (EAA1)
• Ethics, Leadership and the Role of the Financial
Professional (EAA2)
• Financial and Accounting Decision Making in a Slowly
Recovering Economy (STR)
• Financial Warfare (FINWAR)
• It Cost What! A Practical Approach to Implementing
Activity Based Costing (COSTWHAT)
• Key Financial and Economic Issues Facing the Financial
Executive (Webcast) (KEYFINAN)
Executive (CHALCFO3)
• Leading, Mentoring and Team Building (LMTB-4)
• Lean Management in a Lean Economy (LMLE)
• Perplexing Financial and Economic Issues for the
Controller/CFO (CHALCFO2)
• Prophetic Financial Issues Facing the Financial Executive
(CHALCFO5)
• Providing Your Own Bailout (PYOB)
• Strategic and Operational Planning and Forecasting
(SOPF)
• Virginia CPA Ethics Training (VAETHICS)
Matthew Ryan, CFE
CO-OWNER OF A TURNAROUND
MANAGEMENT CONSULTING FIRM, MATTHEW
RYAN SPECIALIZES IN CRISIS MANAGEMENT,
STRATEGIC AND OPERATIONAL PLANNING
AND RISK ANALYSIS, AND DUE DILIGENCE
RESEARCH FOR COMPANIES RANGING FROM
MANUFACTURING START-UPS TO ESTABLISHED
SERVICE ORGANIZATIONS.
46
• Critical Performance Measures - Useful Tools for Gauging
Success (CPMUT)
888-481-3500
In addition to his consulting practice, Mr. Ryan co-writes and
teaches professional education courses for state CPA societies
and private companies across the country.
Outside of his work in consulting and professional instruction,
Mr. Ryan has served for over a decade in the Pennsylvania
Army National Guard. In 2009, he deployed to Iraq as a
Company Executive Officer and Brigade Medical Logistics
Officer, key roles in the overall medical operations of the 56th
47
Matthew Ryan cont.
Impact on Financial Decisions (CHALCFO4)
Stryker Brigade Combat Team. Mr. Ryan is still a member of
the National Guard, holds the rank of Captain and serves as
Company Commander for a 150-soldier distribution/logistics
unit based in Lebanon, PA.
• Economic Value Added - Maximizing Shareholder Value
(EVAMS)
Mr. Ryan earned a B.S. in Finance from The Pennsylvania State
University and an MBA from The Wharton School, University
of Pennsylvania. He is a Certified Fraud Examiner and serves
on the Board of Directors of a Pittsburgh-based non-profit
organization while volunteering for several other non-profits
throughout Pennsylvania.
• Ethics, Critical Thinking and Fraud (EPCF)
COURSES
Executive (CHALCFO3)
• Activity Based Costing for Accounting and Finance
Professionals: A case study approach (ABCFR)
• Avoiding Bankruptcy - Surviving the Recession (A Case
Study Approach) (ABSR)
• Challenges for the CFO/Controller and Financial
Executive in 2014 (CHALCFO)
• Critical Performance Measures - Useful Tools for Gauging
Success (CPMUT)
• Current Economic and Financial Conditions and Their
• Effective Communications (ECFR)
• Enterprise Risk Management and Forecasting (ERMF)
• Financial and Accounting Decision Making in a Slowly
Recovering Economy (STR)
• Financial Warfare (FINWAR)
• It Cost What! A Practical Approach to Implementing
Activity Based Costing (COSTWHAT)
• Leading, Mentoring and Team Building (LMTB-4)
• Lean Management in a Lean Economy (LMLE)
• Perplexing Financial and Economic Issues for the
Controller/CFO (CHALCFO2)
• Prophetic Financial Issues Facing the Financial Executive
(CHALCFO5)
• Providing Your Own Bailout (PYOB)
• Strategic and Operational Planning and Forecasting
(SOPF)
Thomas Selling, PhD, CPA
THOMAS SELLING IS THE AUTHOR OF
THE ACCOUNTING ONION (WWW.
ACCOUNTINGONION.COM), ONE OF THE
MOST POPULAR WEBLOGS PROVIDING
INVESTOR-ORIENTED COMMENTARY ON
CURRENT FINANCIAL REPORTING ISSUES THAT
AFFECT PUBLIC COMPANIES.
including The Accounting Review, Accounting Horizons and
Financial Analysts’ Journal. He is a co-author of the textbook
International Financial Reporting and Analysis (McGraw-Hill
Publishing Company), and for the past year has been a coauthor of SEC Compliance: Financial Reporting and Forms, a
monthly loose leaf and online service published by Thomson
Reuters.
He has produced and led over 150 executive and professional
courses on finance, U.S. accounting standards, international
accounting standards and the SEC in sixteen countries. He
frequently serves as an expert witness and consultant on
accounting matters.
Mr. Selling is also President (and a co-founder) of Grove
Technologies LLC, producer of hosted web-based
collaboration software marketed as GroveSite (www.grovesite.
com). GroveSite’s enrolled users number approximately 20,000
worldwide.
Prior to joining the Thunderbird School of Global
Management in 1992, where Mr. Selling is now an emeritus
professor, he served a one-year term as the Academic Fellow
in the Office of the Chief Accountant of the U.S. Securities &
Exchange Commission (SEC). He also served on the faculties
of the Tuck School at Dartmouth College, Sloan School at MIT,
and the Babcock School at Wake Forest University. He has a
Ph.D. in Accounting from the Ohio State University, and a B.S.
and MBA from Cornell University.
COURSES
In the area of financial reporting, Mr. Selling has published
numerous articles in academic and professional journals,
48
• Accounting Considerations for Mergers and Acquisitions,
Including Business Combinations (ACM)
• Accounting for International Operations (AIOPS)
• Derivatives and Hedge Accounting: The Essentials
(HEDGE)
• The Essentials of SEC Financial Reporting (ESEC)
• Understanding International Financial Reporting
Standards (IFRS) From a U.S. GAAP Perspective
Bill Sheridan, CAE
BILL SHERIDAN IS A KNOWLEDGE HUNTER,
CONTENT CURATOR, LIFELONG LEARNER, AND
THE MARYLAND ASSOCIATION OF CPAS’ CHIEF
COMMUNICATIONS OFFICER, EDITOR, AND
RESIDENT SOCIAL MEDIA CHEERLEADER.
Mr. Sheridan is inspired by and in awe of his wife, Alison, and
their daughter, Molly. They live in St. Louis, Mo.
He is the creator and co-author of the association’s acclaimed
blog, CPA Success. Mr. Sheridan also writes and produces
the MACPA’s podcast, CPA Spotlight, and manages the
association’s numerous social networks.
Follow Bill.
Twitter: Twitter.com/BillSheridan
Facebook: Facebook.com/BillSheridan
LinkedIn: LinkedIn.com/in/BillDSheridan
Google+: GPlus.to/BillSheridan
All of that socializing is paying off. CPA Success has appeared
on numerous “top accounting blogs” lists, and Mr. Sheridan’s
Klout score has earned him the No. 2 spot on SavvySME’s list
of the top accounting influencers in the world.
COURSES
• Blog 101: First Steps to Stardom (BLOG101)
Mr. Sheridan speaks regularly to CPAs and association
groups on the strategic uses of social media and the future
of communication, collaboration, and education. He has
presented at the National Association of State Boards of
Accountancy’s 2011 CPE Conference and its 2011 International
Conference; the AICPA’s inaugural Digital CPA Conference
in 2012; and the first-ever CCH Small Firms Conference, also
in 2012. He delivers frequent presentations on behalf of the
Business Learning Institute and is a certified Insights to Action
facilitator.
• Brand You: How to Be a Leader and Boost Your Career With a Little Help From Social Media (BRANDYOU)
A journalist by trade, Mr. Sheridan oversees the MACPA’s
online and print content. His articles about the MACPA
and the CPA profession have appeared in the Journal of
Accountancy, Associations Now and SmartCEO.
• The Business Case for Social Media (CASESM)
• CPAs and Social Media: Passing Fad or Valuable Tool?
(CSM)
• Learn Your Way to the Top With Personal Learning
Networks (LEARNTOP)
• Look, Lead, Love, Learn: Four Steps to Better Business, a
Better Life, and Conquering Complexity (LLLL)
• LinkedIn 101: The Basics - and Beyond (LINK101)
• Twitter 101: Changing Your World 140 Characters at a
Time (TWIT101)
• Web 2.0: Less Hype, More Help (WEB20)
He is a graduate of the State University of New York at Buffalo.
Donny Shimamoto, CPA, CITP, CGMA
DONNY C. SHIMAMOTO, CPA, CITP, CGMA, IS
THE FOUNDER AND MANAGING DIRECTOR
OF INTRAPRISETECHKNOWLOGIES LLC,
A CPA CONSULTANCY FOCUSED ON
ORGANIZATIONAL DEVELOPMENT AND
ADVISORY SERVICES FOR THE MIDDLE MARKET.
An active CPA, Certified Information Technology Professional
(CITP), and Chartered Global Management Accountant
(CGMA), Mr. Shimamoto is a recognized national expert in
IT management and an international author and speaker on
business intelligence initiatives. Mr. Shimamoto helps many
organizations by bridging accounting and IT to strengthen
organizational governance and risk management, improve
business processes through IT, and increase the effectiveness
(UIFRSGAA)
In 2010, he earned the Certified Association Executive
designation from the American Society of Association
Executives.
888-481-3500
of decision-making through business intelligence and
evidence-based management.
Mr. Shimamoto is a member of the AICPA Governing Council
and is the chairman of its Information Management &
Technology Assurance Executive Committee. Mr. Shimamoto
was recognized as one of the Top Thought Leaders in Public
Accounting by CPA Practice Advisor in 2012 & 2013, received
the 2009-2010 President’s Award from the Hawaii Society
of CPAs, was named to CPA Technology Advisor’s 40 Under
40 list in 2007 & 2009, and was also a Hawaii Top High Tech
Leader in 2004
COURSE
• A Systematic Approach to IT Budgeting (ITBUDGET)
49
Jerry Solomon, CPA
AS A PRACTITIONER, JERRY SOLOMON HAS
REPEATEDLY HAD A UNIQUE OPPORTUNITY TO
IMPLEMENT LEAN ENTERPRISE TECHNIQUES,
AS HE’S HELD THE POSITIONS OF CHIEF
FINANCIAL OFFICER AND VICE PRESIDENT
OF MANUFACTURING SIMULTANEOUSLY AT
THREE MIDDLE MARKET MANUFACTURING
COMPANIES.
In his dual role, he was able to cast aside traditional
departmental barriers and galvanize the accounting and
manufacturing areas during the Lean journey.
As Chief Financial Officer of Vermont Castings Inc., Mr.
Solomon redesigned the accounting procedures and teamed
with the operating folks to provide user friendly reporting
that facilitated the improvement process taking place on the
production floor.
Mr. Solomon then became the CFO and VP of Manufacturing
at PACE, Inc., an electronics manufacturing firm providing
equipment to the telecommunications, consumer electronics,
automotive, computer and medical industries. Mr. Solomon
led the Lean transformation that resulted in customer leadtime reductions of 75%, productivity improvements of 64%,
space reductions of 50%, quality improvements of 100%, and
a doubling of inventory turns. In addition to the improvements
taking place on the plant floor, the cost accounting system was
simplified and the use of MRP for executing the production
plan was eliminated in favor of a pull system with electronic
links to all suppliers. As a result of these efforts, PACE, Inc. was
of Certified Public Accountants, and holds licenses to practice
accountancy in three states and the District of Columbia.
certified as a World-Class company by the Maryland World
Class Manufacturing Consortium, the first and only company
awarded this distinction in the Consortium’s ten-year history.
Currently, Mr. Solomon is the VP of Operations - Hunt Valley,
for MarquipWardUnited, the largest division of the BarryWehmiller Companies Inc., the Western Hemisphere’s leading
packaging automation and converting group. He is leading
the Lean transformation efforts in both the manufacturing and
financial areas.
Mr. Solomon has a B.S. degree from Clarkson University, an
M.S. degree from Michigan Technological University and an
M.B.A. degree from the University of Chicago. He’s served
on the Board of Directors of Vermont Castings Inc., as well
as the Green Mountain Economic Development Corporation.
He’s been an instructor in Lean Accounting, is on the Board
of Directors of the Maryland World Class Manufacturing
Consortium and also serves as the Chairman of the Vendor
Certification Committee. Mr. Solomon is the author of the
Shingo Award winning book, Who’s Counting?, a highly
acclaimed business novel focusing on the interaction of
manufacturing and accounting during a Lean transformation,
and Leading Lean, a novel about a three day Lean event. Mr.
Solomon brings a unique perspective to the requirements
of manufacturers in their quest to achieve World Class
performance.
COURSE
• Lean Accounting for the Lean Enterprise (LEAN)
Robert Tarola, CPA, CGMA
ROBERT M. TAROLA IS PRESIDENT OF RIGHT
ADVISORY LLC, A CONSULTING FIRM WHICH
OFFERS A UNIQUE PERSPECTIVE TO ADDRESS
BUSINESS AND PROFESSIONAL CHALLENGES
OF OPERATING EXECUTIVES, GOVERNANCE
BODIES AND FINANCE PROFESSIONALS. Mr.
Tarola has extensive experience as a public company director,
public company CFO and public company auditor.
Mr. Tarola currently serves as a Director of public mutual
funds sponsored by Legg Mason, Inc. and a director of The
American Kidney Fund; and from 2008-2014 a director of
publically traded TeleTech Holdings Inc. (NASDAQ: TTEC). He
is an audit committee financial expert.
He is a former Chief Financial Officer of W. R. Grace & Co.
(1999-2008) (NYSE: GRA) and MedStar Health, Inc. (1996-
50
1999), and The Howard University (2009-2013) - all large
organizations with complex and multi-national operations.
The position with Howard University was under a contractual
agreement with Right Advisory to provide financial and
operational improvement services and consulting.
Prior to serving seventeen years as a CFO, Mr. Tarola was a
partner with Price Waterhouse LLP. During his twenty-two
year tenure with Price Waterhouse, he served in a variety of
capacities, including regional managing partner for a strategic
industry segment, a partner in its National SEC Services Group
and an engagement partner for major client accounts.
He was an at-large member of the governing council of the
American Institute of Certified Public Accountants, a past
member of its Assurance Services Executive Committee, a past
member of the Board of Directors of the Maryland Association
Mr. Tarola served on the Standing Advisory Group of the
Public Company Accounting Oversight Board and currently
serves on its Investors Advisory Group. He is listed in the
International Who’s Who of Professionals.
Mr. Tarola is a Certified Public Accountant and a Chartered
Global Management Accountant. He holds a Bachelor of
Business Administration degree from Temple University
where he chaired the Advisory Board to the President of
the University. In 2005 he received the Musser Award for
Excellence in Alumni Leadership from Temple’s Fox School of
Business.
COURSES
• Audit Risk - Beyond the Balance Sheet (ARBBS)
• Enterprise Risk Management - Accountability Framework
(ERMAF)
• Ethics in Accounting (EIA)
• Insights From The C-Suite (IFCS)
Dr. Ray Thompson, CMA, CFM, CBA
DR. RAY THOMPSON IS EMERITUS ASSOCIATE
PROFESSOR OF ACCOUNTING & FINANCE AT
THE UNIVERSITY OF PITTSBURGH. He served as
department head at the UPJ campus for over 25 years. He was
also Associate Director of UPJ’s Entrepreneurial Development
Assistance Project, where he was involved in financial
consulting and assisting in preparing loan proposals for small
business start-ups.
Dr. Thompson has taught in graduate and undergraduate
business programs in Europe, Africa and the US. He received
his B.S. and M.S. degrees in Economics and Systems Dynamics
from the University of Bradford in the United Kingdom, his
M.B.A. in Accounting from Xavier University of Ohio, and his
Doctor of Business Administration from Nova University. Dr.
Thompson is also certified in Financial Management and is
a Certified Management Accountant, a Certified Business
Appraiser and holds Accredited Valuation Analyst credential
from NACVA. He recently became certified in International
Financial Reporting Standards though the Institute of
Chartered Accountants in England and Wales.
Dr. Thompson is a professional educator and writer. He
authors and conducts professional development seminars
for Fortune 500 and international corporations, multinational
financial institutions, State CPA Societies, and CPA firms
throughout the US. In addition to these live seminars, he also
produces both recorded and written courses for self-study.
He also provides business valuation services and consults
with accounting firms and sole practitioners on a range of
accounting issues in the area of valuation. Ray was part of the
George & Ray team, which offered Accounting & Auditing
courses for over 20 years.
Dr. Thompson is a member of the Institute of Management
Accountants and the Institute of Business Appraisers. He is
also a faculty associate member of AICPA and PICPA, and is a
member of the Financial Reporting Faculty of ICAEW. He lives
in Bedford County, PA.
COURSES
• A Practical Ethics Update for CPAs: 2014 Edition (EUG)
• A Practical Guide to Business Combination Standards:
Coming to Terms With FASB Statements 141, 142 & 146
(ASC 805) (BUSCOMB)
• Accounting and Auditing Current Developments (PAAA)
• Accounting Standards Review for Controllers and
Finance Professionals (Latest Edition) (FRI)
• AICPA’S Financial Reporting Framework for Small-to
Medium-Sized Entities: What You Need to Know Right
Now (FRFSME)
• Big GAAP, Little GAAP and AICPA’s Framework for Smallto-Medium-Sized Entities Compared - What Direction
Should we Take w/ Financial Reporting (BLO)
• Cash and Tax Basis Accounting: A Practical Guide
(CTBA)
• Ethics Update for CPAs in Business 2014/15 (EUBI)
• FASB / SAS Update (Latest Edition) (FSU)
• Hot Topics in Accounting & Auditing (HTAA)
• Lease Accounting - Where Are We Headed? (LEASE)
• Revenue Recognition - An Overview of the New
Standard & Preliminary Look at its Impact on Your
Company (REVRECDD)
• Revenue Recognition - Overview & Implementation
Issues (REVREC)
• Revenue Recognition & Lease Accounting - Overview &
Implementation Issues (REVLEASE)
• Revenue Recognition and Lease Accounting: Where are
We Headed? (REVRECLE)
• Steering Your Company and Clients Through Turbulent
Financial Times - Challenges, Insight and Solutions
(STEER)
• The Ethics Update for CPAs in Public Practice: 2014/15
Edition (PEU)
• What’s New In Compilation, Review & the Cash and Tax
Basis of Accounting (Latest Edition) (CRO)
Kelly Watkins
KELLY WATKINS, MBA, PRESIDENT OF
EXPRESSIVE CONCEPTS, IS A GLOBAL THOUGHT
LEADER – HELPING ORGANIZATIONS TO
IMPROVE EFFECTIVENESS BY DEVELOPING
THEIR EMPLOYEES.
Ms. Watkins has witnessed leadership and communication
from awesome to awful all over the planet - on all 7
continents.
COURSES
• Develop a Positive Work Culture for the iY Generation
(DPWCIY)
Commerce). She is a Global Ambassador for The International
Alliance for Women.
Ms. Watkins is Past Chair of Global Development for the
National Association of Women Business Owners and Past
President of the National Speakers Association/Kentucky. She
is an authorized distributor for DiSC® Behavior Profiles.
COURSES
Ms. Watkins is among an elite group of experts with significant
experience providing Professional Development training to
accountants. She has authored two 8-hour CPE courses for
the AICPA, as well as 14 on-line courses. In 1997, Ms. Watkins
facilitated 17 forums throughout the USA for the AICPA
Visioning Project. She has been facilitating AICPA courses
since 1999. She has also served as a consultant to a state
society.
• ABC’s: Above and Beyond Customer Service - Improving
Service Improves Your Bottom Line (ABCSI)
Ms. Watkins has written five books and hundreds of articles,
including a Feature Article in the Journal of Accountancy. She
has a B.S. with Honors in Marketing and an MBA in Marketing
and International Business. She has served as Adjunct Faculty
at various colleges.
• Improve Productivity by Avoiding Conflict &
Miscommunication (PACM)
Ms. Watkins serves on the Board of Directors for the Indiana
University Kelley School of Business Alumni Association and
the District Export Council (approved by the US Secretary of
• E-Talk: Tips for Using Email Efficiently & Effectively
(ETALK)
• How to Communicate Like a Leader (CLL)
• How to Survive Negative Times by Using Positive
Communication - Your Key to Increased Productivity and
Profitability (POSCOM)
• It’s Not What You Say, It’s How You Say It (ITSNOT)
• Meetings Made Easy (and Effective) (MME)
• Training: How to Effectively (and Painlessly) Teach Your
Staff (TRAIN)
• Will the Audience Throw Eggs? - How to Present with
Professionalism & Pizzazz (PIZZAZ)
Lowell Wightman
LOWELL WIGHTMAN, OFTEN REFERRED TO AS
COACH WIGHTMAN, HAS DEDICATED OVER 30
YEARS TO THE STUDY OF DEFINING POSITIVE
MINDSETS AND APPLIES PRACTICAL METHODS
TO IMPROVE LEADERSHIP STYLE.
In the 80s and 90s, Mr. Wightman worked with legal, medical
and accounting practices to develop training curriculums.
During this time he built relationships with Stephen Covey,
Deepak Chopra, Mark Victor Hansen, and Dennis Waitley,
discovering that a focus on positive processes is far more
effective than just the end results. Today, Mr. Wightman uses
his experience with college and professional athletes to
enrich leadership theory models as he presents to business
audiences.
Currently, Coach Wightman is the Mental Conditioning
Coach for CSU football team and is responsible for creating
and delivering team mindset development. Mr. Wightman’s
favorite quote summarizes his philosophy and passion for
discovering the best path to performance excellence. “We
cannot solve our problems with the same thinking we used
when we created them.” –Albert Einstein
His years of experience are referred to routinely when Mr.
Wightman teaches his Master Coaching course at Colorado
• Master Coach and Mentor - Valuing Your Emotional
Intelligence (MCMVEI)
• Mental Conditioning Methods & Strategies for Executive
Excellence (MENTCOND)
Richard Wolfe, CPA
RICHARD WOLFE IS THE PRESIDENT AND
FOUNDER OF WOLF ADVISORY SERVICES,
LLC. THE FIRM PROVIDES ASSURANCE AND
TAX SERVICES TO A VARIETY OF INDUSTRIES,
INCLUDING NONPROFIT ORGANIZATIONS AND
EMPLOYEE BENEFIT PLANS.
Mr. Wolfe is a member of the AICPA and MACPA and is a
frequent speaker at local colleges and universities. He serves
on the Accounting Advisory Board for Loyola University
Maryland and as the Chairperson of the Accounting Advisory
Board for University of Baltimore. Mr. Wolfe also is an Adjunct
Instructor at Stevenson University.
In addition to these services, Mr. Wolfe has experience
providing strategic planning facilitation services for nonprofit
organizations and for-profit companies. He also creates
customized training courses on topics such as leadership
training, staff development, generational differences, business
etiquette, accounting 101, and others.
Mr. Wolfe specializes in strategic planning facilitation,
customized instructor-led training courses, reviews of
internal controls, accounting policies and procedures, fraud
investigations, sales forecasting, estimating future cash inflows
and outflows, budget preparation and monitoring, financial
statement prep and analysis, assurance services, employee
benefit plan audits, and nonprofit services.
Mr. Wolfe previously served as a director of the Nonprofit
Services Group and the Employee Benefit Plan Audit
Group for a regional CPA firm. He also served as the
Director of Assurance Services, where he planned, directed
and conducted technical reviews of audits and related
engagements, and trained accounting and audit professionals
on recent pronouncements.
A graduate of the Goizueta Business School at Emory
University with a B.B.A. in accounting, Mr. Wolfe is a certified
public accountant in Maryland and the District of Columbia.
State University (CSU). He developed this course for anyone
in a role of trust and leadership. Lowell is a doctoral candidate
in Educational Leadership and is an adjunct professor at
CSU School of Education - Adult Education & Training.
The combination of business and sports experience sets
Mr. Wightman apart with organizations looking to define
leadership style, promote mental toughness, and develop
positive attitude mindsets.
52
• Leadership - Social Media Influence on Decision Making
and Time Management (LSMID)
• Leadership Style - Which Style Fits You (LSWSF)
COURSES
• Accounting and Auditing Update for Nonprofit
Organizations (AAUNP)
• Applying the Lessons of Zappos to Nonprofts (ZAPNFP)
• Generational Differences (GENDIFER)
• Introduction to Audits of Employee Benefit Plans
(IAEBP)
• The Characteristics of A Great Leader (And How To
Develop Them) (GR8LEAD)
Chris Zervas
CHRIS ZERVAS HAS PROVIDED STRATEGIC
SPEAKING AND TRAINING FOR A VARIETY OF
U.S. ORGANIZATIONS.
His writings have appeared in periodicals and websites, such
as Entrepreneur.com. Mr. Zervas has also presented for the
Texas Society of CPAs and the Arkansas Society of CPAs.
As a speaker and writer, he is passionate about equipping
leaders and companies to improve interpersonal
communication, which impacts their bottom line.
888-481-3500
Mr. Zervas holds a Master’s degree in communication from
Wheaton College Graduate School, and was a student-athlete
at the University of Oklahoma. He has served two college
faculties in the areas of speech and business communication.
Mr. Zervas worked for a decade in the nonprofit arena in
pioneering roles with companies such as Kids Across America
(of Kanakuk Kamps) and Gary Smalley’s Today’s Family.
In 2000 he and his wife Jenna co-founded Baby Builders infant
exercise program. Baby Builders has gained them an audience
with the Center for Disease Control and the Assistant Surgeon
General.
53
Chris Zervas cont.
COURSES
• Master Meeting Maker: Save Time. Save Money. Get
Results (MMMSTSM)
• Bomb Proof Constructive Feedback for Leaders (BOMB)
• CSI Workplace: Customer Service Is Your Profit
(CSIWORK)
• Your Next Presentation? Wow ‘Em (WOWEM)
Curtis Zimmerman
BOTH AS A SPEAKER AND AS AN AUTHOR,
CURTIS ZIMMERMAN HAS IMPACTED OVER ONE
MILLION PEOPLE THROUGHOUT THE NATION
WITH HIS LIFE-CHANGING MESSAGES AND
AWARD WINNING PROGRAMS.
Audiences connect with Mr. Zimmerman through his
interactive style and approachable manner. He incorporates
the skills he gained from over twenty-five years in the
entertainment industry into his powerful programs,
cleverly balancing the connection between education and
entertainment. Mr. Zimmerman is an expert at transforming
organizations by inspiring individuals to live their life at a
higher level of performance.
His deeply profound insight and perspective, coupled with his
high energy presentations, have made him a highly sought
after speaker among such notable companies as Walt Disney
54
Entertainment, Swiss Army Brands, Luxottica Retail and
Procter and Gamble.
Mr. Zimmerman is the author of I Believe...What do you
Believe?, Keys to Success in College and Life, and a
contributing author to Pillars of Success and Lessons from the
Road. He was honored to share his message with more than
14,000 Airmen for the United States Air Force and received
the prestigious National Leadership Award for outstanding
service from United States Congressman Tom Reynolds. He is
a member of the National Speakers Association.
Mr. Zimmerman currently resides in the greater Cincinnati area
with his wife and three children.
COURSE
• Living Life at Performance Level (keynote) (LIVELIFE)
CO U R S E CATA LOG
56
57
Topic List
ACCOUNTING
AUDIT
BALANCED SCORECARD
BUSINESS ACUMEN
BUSINESS DEVELOPMENT
BUSINESS VALUATION
BUSINESS WRITING
CAREER
CASH MANAGEMENT
CHANGE MANAGEMENT
COACHING & COUNSELING
COMMUNICATION SKILLS/COMMUNICATIONS
CONFLICT MANAGEMENT
CONSULTING
CONTROLLERSHIP
CORPORATE FINANCE
COSO
COST / MANAGERIAL ACCOUNTING
CREATIVE THINKING
CUSTOMER SERVICE
DATA ANALYTICS
DELEGATION
ECONOMICS
EMOTIONAL INTELLIGENCE
ETHICS - BEHAVIORAL
ETHICS - REGULATORY
ETIQUETTE
EXECUTIVE PRESENCE
FINANCE
FINANCIAL ANALYSIS
FINANCIAL KNOWLEDGE FOR NON-ACCOUNTANTS
FINANCIAL MANAGEMENT
FINANCIAL REPORTING
FORECASTING
FRAUD
58
888-481-3500
GENERATIONAL ISSUES
GOVERNANCE
HEALTH CARE
IFRS
INFORMATION TECHNOLOGY
LEADERSHIP
LEAN ACCOUNTING
MANAGEMENT
MARKETING
MEETINGS
NEGOTIATION
PERFORMANCE MANAGEMENT
PERSONAL DEVELOPMENT
PERSONNEL/HR
PRESENTATION SKILLS
PROBLEM SOLVING
PROJECT MANAGEMENT
PUBLIC SPEAKING
REAL ESTATE
REVENUE RECOGNITION
RISK MANAGEMENT
STRATEGIC & CRITICAL THINKING
STRATEGIC / BUSINESS PLANNING
TAX
TEAM BUILDING
TIME MANAGEMENT
TRUST
59
ID
COSTWHAT
WEBCAST
INSTRUCTOR
ON-DEMAND
COURSE NAME
ACCOUNTING
COURSE NAME
INSTRUCTOR
•
It Cost What! A Practical Approach to Implementing Activity Based
Costing
Frank Ryan CGMA, MBA
LEASE
•
Lease Accounting - Where Are We Headed? NEW
Ray Thompson CMA, CFM, CBA
COSO
•
Making Sense of the Updated COSO Framework: What You Need to
Know to Create an Effective System of Internal Control
Jennifer Elder CMA, CIA, CFF,
NAVAASTD
•
Navigating the New Accounting and Auditing Standards
Anthony Cuozzo CPA, CGFM
PIU
•
Professional Issues Update
Tom Hood CITP, CGMA
BUSCOMB
•
A Practical Guide to Business Combination Standards: Coming to Terms
With FASB Statements 141, 142 & 146 (ASC 805) NEW
RRGAAP
•
A Real-Life Look at Revenue Recognition in Today’s GAAP and What
May Lie Ahead
William Eskin CPA
PAAA
•
Accounting and Auditing Current Developments NEW
ACM
•
Accounting Considerations for Mergers and Acquisitions, Including
Business Combinations
Thomas Selling Ph.D., CPA
LEASACCT
•
Proposed Lease Accounting -How Do You Run an Airline Without
Airplanes?
AIOPS
•
Accounting for International Operations
REVRECDD
•
Revenue Recognition - An Overview of the New Standard and
Preliminary Look at its Impact on Your Company NEW
ACCREAL
•
Accounting for Real Estate - The Critical Issues of GAAP Compliance
William Eskin CPA
REVREC
•
Revenue Recognition - Overview and Implementation Issues NEW
PROPREVR
•
Accounting for Revenue from Contracts with Customer NEW
Peter Margaritis CPA, MAcc
•
Revenue Recognition & Lease Accounting - Overview and
Implementation Issues NEW
ACCSERV
•
Accounting Services, Compilations, and Reviews - A ‚ÄúReal-Life‚Äù
Look at Your Risks
William Eskin CPA
•
Revenue Recognition and Lease Accounting: Where are We Headed?
FRI
•
Accounting Standards Review for Controllers and Finance Professionals
(Latest Edition) NEW
ASGC
•
Accounting Systems for Government Contractors
Norman Lorch
FRFSME
•
AICPA‚ÄôS Financial Reporting Framework for Small-to Medium-Sized
Entities: What You Need to Know Right Now NEW
AAUI
•
Annual Accounting Update for Industry
Elizabeth Gantnier
•
Big GAAP, Little GAAP and AICPA’s Framework for Small-to-MediumSized Entities Compared - What Direction Should we take w/Financial
Reporting NEW
BLO
•
Budgeting, Forecasting, & Business Techniques for Accounting &
Finance Professionals
Jennifer Elder CMA, CIA, CFF,
•
Cash and Tax Basis Accounting: A Practical Guide NEW
CONSTACC
•
Construction Accounting - A “Real-Life” Inside Look at Critical Issues
William Eskin CPA
CPAMAL
•
CPA Malpractice - Am I at Risk of a Lawsuit?
William Eskin CPA
LGAA
•
Customized Annual Update for Accountants and Auditors
Elizabeth Gantnier
DITFIN48
•
Deferred Income Taxes and FIN 48
William Eskin CPA
HEDGE
•
Derivatives and Hedge Accounting: The Essentials
FSU
•
FASB / SAS Update (Latest Edition) NEW
FIN48
•
FIN 48
William Eskin CPA
FSRGAAP
•
Financial Statement Reporting - Select Problem Areas in Today’s GAAP
William Eskin CPA
HTAA
•
Hot Topics in Accounting & Auditing NEW
SALY
•
How to Dump SALY and Find a New Creative Approach to Accounting
IFRSB
•
International Financial Reporting Standards (IFRS)
Gary Bulmash
IARG
•
Introduction to the Accounting Requirements of Government Contracts
Norman Lorch
BF-110
CTBA
60
AVAILABLE FORMATS
Each BLI course can be custom
tailored for your organization.
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
•
REVLEASE
•
REVRECLE
STEER
•
Steering Your Company and Clients Through Turbulent Financial Times Challenges, Insight and Solutions NEW
VARAA
•
Various Accounting/Auditing - Selectives
Gary Bulmash
CRO
•
What’s New In Compilation, Review and the Cash and Tax Basis of
Accounting (Latest Edition) NEW
AUDITING
BUSCOMB
•
A Practical Guide to Business Combination Standards: Coming to Terms
With FASB Statements 141, 142 & 146 (ASC 805) NEW
PAAA
•
ACCREAL
•
William Eskin CPA
CTBA
•
Cash and Tax Basis Accounting: A Practical Guide NEW
CAS
•
Clarified Auditing Standards NEW
Jennifer Elder CPA, CMA, CIA, CFF
CPAMAL
•
William Eskin CPA
LGAA
•
Customized Annual Update for Accountants and Auditors
Elizabeth Gantnier CPA
DITFIN48
•
William Eskin CPA
FSU
•
FASB / SAS Update (Latest Edition) NEW
GCIC
•
Government Contractors and Indirect Cost Rates: Preparation and
Surviving the Government Audit
Norman Lorch CPA
HTAA
•
Hot Topics in Accounting & Auditing NEW
LEASE
•
Lease Accounting - Where Are We Headed? NEW
COSO
•
NAVAASTD
•
888-481-3500
•
61
REVRECDD
•
Revenue Recognition - An Overview of the New Standard and
Preliminary Look at its Impact on Your Company NEW
STEER
•
Steering Your Company and Clients Through Turbulent Financial Times Challenges, Insight and Solutions NEW
VARAA
•
Various Accounting/Auditing - Selectives
Gary Bulmash CPA
BALANCED SCORECARD
SR
•
Sustainability Reporting
TRIPLE
•
Sustainability: Using the “Triple Bottom Line” to Increase Your Success
MBAPERFO
•
The Eight Hour MBA - Performance Management NEW
BUSINESS ACUMEN
•
IFCS
•
MSBP
•
CCFO
•
•
•
•
•
From Technical Expert to Financial Leader: How to Make a Critical Leap
in Your Career Development
Alan Patterson
Insights From The C-Suite
Robert Tarola CPA
Managing Strategic Business Partner
Alan Patterson
The Customer Map: A Critical Tool for Developing Business Acumen
Alan Patterson
BUSINESS DEVELOPMENT
BUZZ
BDS
•
Build Your Book of Business with Better Brand Buzz
Greg Conderacci
•
Business Development Skills for Accountants
•
DMBD
•
Business Development: Distinctions Between Marketing and Sales
Greg Conderacci
•
Business Innovation in The Experience Economy
Bob Dean CPA
ID
CONSULT
COURSE NAME
INSTRUCTOR
•
Effective Consulting Skills - Moving From Subject Matter Expert to
Business Consultant
Steve McClatchy
NRISK-3
•
Enterprise Risk Management: A Pragmatic Approach - Advanced Level
Michael Kraten CPA, PhD
NRISK-1
•
Enterprise Risk Management: A Pragmatic Approach - Basic Level
NRISK-2
•
Enterprise Risk Management: A Pragmatic Approach - Intermediate
Level
EPRES
•
Executive Presence: An Experiential Approach to Networking &
Negotiation
FINDND
•
Find a Need and Fill It: Your Key to Business Development
Greg Conderacci
IDEAGUTS
•
Have the Idea and Have the Guts
Jody Padar CPA, MST
INNOV
•
Innovation and Creativity for Left-Brain Thinkers
IOBV
•
Integrating Organizations, Blending Values
Alan Patterson
LISTEN
•
Listening For Leaders: Ask the Question, Discover the Need, Win the
Trust
Greg Conderacci
MP
•
Mingling for Professionals (Mingle, Mingle)
Carol Haislip
NICHE
•
Niche Building
Andrew Rose
PIU
•
Tom Hood CPA, CITP, CGMA
MINDB
•
Reading Clients Minds and Understanding How They’re Reading Yours
Greg Conderacci
UPSS
•
•
Selling for CPAs: Using Your Problem-Solving Skills to Promote
Profitable Business Growth
Greg Conderacci
NOTBOOK
•
•
Strategic Focus for Your Practice: It‚Äôs Not Just Bookkeeping
Anymore‚Ä¶ NEW
Calvin Harris
CCFO
•
Alan Patterson
MBASTRAT
•
The Eight Hour MBA - Business Strategy NEW
MBASTRAT
•
DICM
•
The Finance and Accounting Organization as Strategist and Partner to
the Business
Alan Patterson
NETMING
•
Tips and Techniques to Building a Stronger Professional Network
BDCAMP
•
Turning Trust into Value: Business Development Boot Camp
Greg Conderacci
Welcome to the Twitterverse, from a CPA Perspective
Jody Padar CPA, MST
•
BPLAN-3
•
Business Planning: A Managerial Accounting Approach - Advanced
Level
BPLAN-1
•
Business Planning: A Managerial Accounting Approach - Basic Level
BPLAN-2
•
Business Planning: A Managerial Accounting Approach - Intermediate
Level
BSD
•
Business Strategy Development: More Than Operational Planning
Alan Patterson
CSIWORK
•
CSI Workplace: Customer Service Is Your Profit NEW
Chris Zervas
DTP
•
Dare to Prepare: How to Win Before You Begin
Ronald Shapiro
DAWDA
•
Do It All Without Doing It All
Jody Padar CPA, MST
•
•
•
•
•
•
TWITTER
BITEE
WEBCAST
INSTRUCTOR
ON-DEMAND
COURSE NAME
AUD I TI N G (CONT.)
FCCFO-W
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
WHAT
•
Why You? Positioning Yourself Ahead of the Pack
Greg Conderacci
DNA
•
Winning New Business - It’s in the DNA
FUTURNOW
•
You Thought it was the Future. It’s Now!
Jason Blumer CPA
BUSINESS VALUATION
SSVS
888-481-3500
•
Business Valuations in a SSVS* World (*Statement on Standards for
Valuation Services)
Brad Davidson
63
Using Business Valuations to Keep Your Clients Loyal
•
Brad Davidson
BUSINESS WRITING
Best Practices in Accounting and Finance Writing
Lin Kroeger
•
Better Business Writing
Carol Haislip
CAREER
•
Career Management: What’s Next for You?
PFICE
•
Presenting Financial Information Clearly and Effectively NEW
Lin Kroeger
SEVEN
•
Seven Secrets of Successful Business Writing
Greg Conderacci
WRITE
•
Writing for Results ‚Äì Business Writing Skills for All Levels of the
Organization
MBW
•
BBW
•
•
ID
CSUITE
WEBCAST
INSTRUCTOR
ON-DEMAND
COURSE NAME
BUSI N ES S VALUAT I ON (CONT.)
LOYAL
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
COURSE NAME
INSTRUCTOR
•
The C-Suite: 10 Powerful Tools for Getting There and Staying There!
NEW
SUCCESS
•
The Success Factor
Courtney Kirschbaum
GOALSET
•
Ultra-Goal Setting That Gets Results NEW
Courtney Kirschbaum
INVENT
•
What Next? Inventing a New Niche for Yourself
Greg Conderacci
BRANDID
•
Who Are You? Creating and Marketing a Brand Identity for Yourself
NEW
Greg Conderacci
CASH MANAGEMENT
PROPREVR
•
ODM
•
•
Operational Decision Making with Lean Accounting
Jean Cunningham
CHANGE MANAGEMENT
CAREER
COMEDY
•
Building Stronger Teams by Using Improvisational Comedy
CAREER
•
DTP
•
Ronald Shapiro
EMERGE
•
Emerging CFOs and Financial Executives: One on One Assessment and
Coaching
Alan Patterson
EXECPRES
•
Executive Presence NEW
Courtney Kirschbaum
WHO
•
Finding Your Way Through Career Transitions
Greg Conderacci
FSSF
•
Five Smooth Stones - Facing Goliath and Winning
Greg Conderacci
FCCFO
•
From Controller to CFO: How to Acquire the Skills Needed to Make the
Leap
Alan Patterson
FCCFO-W
•
Alan Patterson
LSWSF
•
Leadership Style- Which Style Fits You NEW
Lowell Wightman PhD
LEADUP
•
Leading Up - How to Manage Your Boss
MOVEUPON
•
Move Up or On
Courtney Kirschbaum
GOODGRN
•
On Good Ground: Creating A Personal Strategy for a Great Life
Greg Conderacci
SCCPM
•
Skillful Coaching: Careers and Performance Matter NEW
Lin Kroeger
SGS
•
SMART Goal Setting: Setting Goals to Achieve and Contribute
Lin Kroeger
CLUE
•
Success Leaves Clues: Career Strategies for New Professionals
Ronald Baker CPA
SURVIVE
•
Survivor ‚Äì Corporate America: Tactics and Secrets for Surviving &
Thriving in the Corporate World
Courtney Kirschbaum
•
•
BAO
•
Building an Adaptive Organization
Alan Patterson
SDSS
•
From Slow Death to Sweet Success: Seven Survival Strategies
Greg Conderacci
HARNFLUX
•
Harnessing Flux: Creating Nimble and Agile Thinkers Who Thrive
Gretchen Pisano MAPP
CNCC
•
How to Build a Culture that Maximizes Trust, Accountability, and
Performance
Alan Patterson
SALY
•
LMF
•
Leader vs. Manager vs. Facilitator: When, Why, How? NEW
Lin Kroeger
LFMO
•
Leadership in Fast-Moving Organizations
Lin Kroeger
APAI
•
Leading Change: Action Planning to Actual Implementation
Lin Kroeger
MCHANGE
•
Managing Change NEW
Karl Ahlrichs SPHR
SILVER
•
Scary Thoughts and Silver Linings: What is Known and What is Probable
for 2015 and Beyond NEW
Karl Ahlrichs SPHR
SPRETRET
•
Sole Proprietor’s Retreat
Ronald Baker CPA
SPF
•
Strategic Planning Facilitation: Developing the High Performance
Organization
TLLC
•
Team Leadership & Leading Change - Get it Right & Make it Last
Steve McClatchy
MBA1
•
The Eight Hour MBA
MBAVALUE
•
The Eight Hour MBA - Adding Value NEW
MBAPERFO
•
SWWH
•
The Power in Succession: Who, Why and How
Jody Padar CPA, MST
888-481-3500
•
•
•
•
•
65
IMPACT
•
Coaching for Impact - Generational Diversity
Jeffrey Magee Dr.
IMPACTHP
•
Coaching for Impact: Developing High Performers
Jeffrey Magee Dr.
IMPACTRC
•
Coaching for Impact: Resolving Conflict
Jeffrey Magee Dr.
DPWCIY
•
Develop a Positive Work Culture for the iY Generation NEW
Lowell Wightman
CONSULT
•
Business Consultant
Steve McClatchy
EMERGE
•
Coaching
Alan Patterson
FUNHIRE
•
Fundamentals of Interviewing, Hiring and Terminating Employees
Jeffrey Magee Dr.
FUNLEAD
•
Fundamentals of Tactical Managerial Leadership
Jeffrey Magee Dr.
IRP
•
Hire the Lucky Ones - How to Improve Retention and Productivity by
Selecting Fortunate Employees
Karl Ahlrichs SPHR
HIREFIRE
•
Hiring, Firing and Everything in Between
COACH
•
MAGYV
•
MCMVEI
ID
AVOIDDM
WEBCAST
INSTRUCTOR
ON-DEMAND
COURSE NAME
COACHING & COUNSELING
COURSE NAME
INSTRUCTOR
•
Avoiding Death by Meetings: Effective Meeting Management
Sheila Birnbach
AWESOME
•
Awesome Financial Presentations
FACEBOOK
•
Best Practices for Facebook ‚Äì Professionals
Andrew Rose
LINKEDIN
•
Best Practices for LinkedIn ‚Äì Professionals
Andrew Rose
MBW
•
Best Practices in Accounting & Finance Writing
Lin Kroeger
BBW
•
Better Business Writing
Carol Haislip
Blog 101: First Steps to Stardom
Bill Sheridan CAE
Bomb Proof Constructive Feedback for Leaders
Chris Zervas
Brand You: How to Be a Leader and Boost Your Career - With a Little
Help From Social Media
Bill Sheridan CAE
•
BLOG101
BOMB
•
•
•
•
•
BRANDYOU
BCCC
•
Building a Culture of Conversation: Communication with a Purpose, For
Results
Lin Kroeger
CAREER
•
Sheila Birnbach
IMPACT
•
Jeffrey Magee Dr.
Leaders as Coaches: Techniques for Maximizing the Development and
Retention of Talent
Alan Patterson
IMPACTHP
•
Jeffrey Magee Dr.
MacGyvering: The Art of Being Resourceful in a Crisis
Greg Conderacci
IMPACTRC
•
Jeffrey Magee Dr.
•
Master Coach and Mentor- Valuing Your Emotional Intelligence NEW
Lowell Wightman PhD
CCC
•
Communicating in the Workplace
NLD
•
New Leader Development
Alan Patterson
CSM
CPAs and Social Media: Passing Fad or Valuable Tool?
PESPM
•
Performance Execution: Succession Planning and Mentoring
Jeffrey Magee Dr.
HBBBP
•
CPAs: How to Become the Best Business Partner to Your Client CFO
NEW
Samuel Dergel
SERVLEAD
•
Service Leadership: Enabling Exceptional Customer Care
Jeffrey Magee Dr.
CRW
•
Creating a Respectful Workplace
Sheila Birnbach
SERVGROW
•
Service Leadership: Growing Your Business
Jeffrey Magee Dr.
CANDO
•
Delivering Credibility on the Phone - Conveying a “Can Do!” Attitude
Sheila Birnbach
SERVPROF
•
Service Leadership: Increasing Profit for Long-Term Planning in a Short
Term World
Jeffrey Magee Dr.
DPWCIY
•
Lowell Wightman
RM
•
Sharing Skills Between Generations
Lin Kroeger
SQURPEG
•
Don‚Äôt Be a Square Peg in a Round Hole
Susan Rucker CPA
SCCPM
•
Skillful Coaching: Careers and Performance Matter NEW
Lin Kroeger
ECFR
•
Effective Communications
Frank Ryan CPA, CGMA, MBA
SC
•
Strategic Coaching - Growing Top-Notch Performers
Ray Perry
CONSULT
•
Business Consultant
Steve McClatchy
SURVIVE
•
Survivor ‚Äì Corporate America: Tactics & Secrets for Surviving and
Courtney Kirschbaum
EFFMEET
•
Effective Meetings
Courtney Kirschbaum
MBALEAD
•
The Eight Hour MBA - Leadership Strategy NEW
SUPER
•
Embracing Your Inner Superhero
ETALK
•
E-Talk: Tips for Using Email Efficiently & Effectively
Kelly Watkins
EMPMOTI
•
Excellence in Management: Driving Results without Driving Your Team
Crazy
Ray Perry
EXCEPCUS
•
Exceptional Customer Service - Effective Communication
Sarah Gershman
EPRES
•
Executive Presence: An Experiential Approach to Networking and
Negotiation
FUNHIRE
•
Jeffrey Magee Dr.
•
COMMUNICATION SKILLS/COMMUNICATIONS
66
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
ASTRE
•
Achieving Success Through Relationship Excellence NEW
Samuel Dergel
FCAS
•
Advanced Consulting for CPAs: Enhancing and Expanding Your Client
Relationships
Michael Daigneault Esq.
888-481-3500
•
•
•
67
FSM
•
Fundamentals of Strategic Management
Jeffrey Magee Dr.
FUNLEAD
•
Jeffrey Magee Dr.
SPEAK
•
Get Out of the Casket and up to the Podium - Tips on Public Speaking
Getting Things Done - Engaging People to Execute Effectively NEW
Lin Kroeger
•
•
ID
PFICE
WEBCAST
INSTRUCTOR
ON-DEMAND
COURSE NAME
COM M UN I CATI ON S K I L L S / COMMU NI CATI O NS (CONT.)
LEAF
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
COURSE NAME
INSTRUCTOR
•
Presenting Financial Information Clearly and Effectively NEW
Lin Kroeger
POWPRE
•
Producing Powerful Presentations: Performance and Profit
SPKPRES
•
Public Speaking: How to Speak with Presence
Sarah Gershman
MINDB
•
Greg Conderacci
SERVLEAD
•
Jeffrey Magee Dr.
SERVGROW
•
Jeffrey Magee Dr.
SERVPROF
•
Term World
Jeffrey Magee Dr.
SEVEN
•
Seven Secrets of Successful Business Writing
Greg Conderacci
BGC
•
Situational Communication: How to Connect with More People More
Often
Ray Perry
BOOTCAMP
•
Social Media Bootcamp for Professional Service Firms
Andrew Rose
SOCMED
•
Social Media Strategy & Quick Start: Developing and Implementing a
SocialMedia Strategy for CPA Firms & Organizations
SPEAKAD
•
Speaking to Advance your Career NEW
Courtney Kirschbaum
DGCS
•
Strategies for Delivering Exceptional Customer Service More Often
Ray Perry
SCMC
•
Strengthening Collaboration and Managing Conflict
Sheila Birnbach
TBEL
•
Team Development - Secrets Behind Building an Award-Winning Team
Ray Perry
TLLC
•
Team Leadership nd Leading Change - Get it Right and Make it Last
Steve McClatchy
The Business Case for Social Media
Bill Sheridan CAE
•
•
CNCC
•
Performance
Alan Patterson
CLL
•
How to Communicate Like a Leader
Kelly Watkins
DIFFCONV
•
How to Conduct Difficult Conversations in the Workplace
Sarah Gershman
PLANMEET
•
How To Plan And Lead Effective, Productive Meetings
Susan Katz
POSCOM
•
How to Survive Negative Times by Using Positive Communication Your Key to Increased Productivity and Profitability
Kelly Watkins
I2A
•
I2A: Strategic Thinking that takes Insights to Actions
PACM
•
Improve Productivity by Avoiding Conflict & Miscommunication
Kelly Watkins
BTRC
•
Interpersonal .Leadership: Building Trust and Resolving Conflict
Steve McClatchy
DPSI
•
It’s All in the Presentation: Designing Presentations to Sell Ideas
Effectively
Lin Kroeger
ITSNOT
•
It’s Not What You Say, It’s How You Say It
Kelly Watkins
GENSHIFT
•
Leadership and Retaining Talent: How the Generational Shifts
Changing Leadership
Lin Kroeger
LSMID
•
Leadership- Social Media Influence on Decision Making and Time
Management NEW
Lowell Wightman
CASESM
LSWSF
•
Lowell Wightman
CC
•
The Communication Challenge: Disarming Difficult People
Ray Perry
LEADUP
•
DYNTEAMS
•
The Dynamics of Teams - Combining Strengths to Optimize Your Team
Susan Rucker CPA
•
LinkedIn 101: The Basics - and Beyond
Bill Sheridan CAE
MBACOMM
•
The Eight Hour MBA - Powerful Communication NEW
•
Trust
Greg Conderacci
POWRCONV
•
The Power of Successful Conversations
Sarah Gershman
LINK101
•
•
•
LISTEN
•
MBC
•
Message-Based Communication
Lin Kroeger
SFM
•
The Success Factor for Millennials - Preparing New Hires for Success in
Their Careers NEW
Courtney Kirschbaum
MP
•
Carol Haislip
NETMING
•
PELTPSTW
•
Performance Execution: Long-Term Planning in a Short-Term World
Jeffrey Magee Dr.
TWIT101
Twitter 101: Changing Your World 140 Characters at a Time
Bill Sheridan CAE
PESPM
•
Jeffrey Magee Dr.
SOMELEAD
•
Using Social Media for Lead Generation
Andrew Rose
BGRAPHIC
•
PowerPoint 2013/2010: Create Dynamic Financial Presentations with
Business Graphics
Judy Borsher CPA, CGMA
WEB20
•
Web 2.0: Less Hype, More Help
Bill Sheridan CAE
•
Practical Leadership ‚Äì Action Steps to Strengthen Leader
Effectiveness
Lin Kroeger
TWITTER
Jody Padar CPA, MST
LEADACT
•
Practical Networking and Business Development for CPAs
Andrew Rose
21CNEG
•
Why Don’t We Say Yes? 21st Century Negotiating
Greg Conderacci
NETBD
•
Presentation Skills Workshop
DNA
•
Winning New Business - It’s in the DNA
PSW
•
Presentation Skills: Message Based Presentations
Lin Kroeger
WRITE
•
Writing for Results ‚Äì Business Writing Skills for All Levels of the
Organization
MBP
•
Presenting Financial Data to Non- Financial Audiences -Avoiding Oversimplification
Lin Kroeger
WOWEM
•
Your Next Presentation? Wow ‘Em
Chris Zervas
PFDNFA
•
•
•
ID
WEBCAST
INSTRUCTOR
ON-DEMAND
COURSE NAME
CONFLICT MANAGEMENT
COURSE NAME
INSTRUCTOR
CORPORATE FINANCE
OPOL
•
A Positive Approach to Office Politics
CRW
•
Sheila Birnbach
PACM
•
Improve Productivity by Avoiding Conflict and Miscommunication
Kelly Watkins
BTRC
•
Interpersonal .Leadership - Building Trust and Resolving Conflict
Steve McClatchy
SPS
•
Strategic Problem Solving: How to Solve Tough Challenges the
Mastermind Way
Susan Katz
SCMC
•
Sheila Birnbach
CC
•
Ray Perry
CONSULTING
FCAS
•
Advanced Consulting for CPAs: Enhancing and Expanding Your Client
Relationships
SSVS
•
Business Valuations in a SSVS* World (*Statement on Standards for
Valuation Services)
Brad Davidson
HBBBP
•
NEW
Samuel Dergel
NOTBOOK
•
Anymore‚Ä¶ NEW
Calvin Harris
•
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
FRI
•
BEEFT
•
Building an Effective and Efficient Finance Team NEW
Samuel Dergel
RMF
•
Enterprise Risk Management and Forecasting - Best Practices NEW
CHALCFO
•
Challenges for the CFO/Controller and Financial Executive in 2014
CHALCFO4
•
Current Economic and Financial Conditions and Their Impact on
Financial Decisions
CHALCFO3
•
Key Financial and Economic Issues Facing the Financial Executive
CHALCFO2
•
Perplexing Financial and Economic Issues for the Controller/CFO
CHALCFO5
•
Prophetic Financial Issues Facing the Financial Executive NEW
COSO
•
NAVAASTD
•
•
COSO
COST / MANAGERIAL ACCOUNTING
CONTROLLERSHIP
70
CHALCFO
•
HBBBP
•
NEW
Samuel Dergel
CHALCFO4
•
Financial Decisions
EVAMS
•
Economic Value Added - Maximizing Shareholder Value
Frank Ryan CPA, CMA, CIA, CFF
IFCS
•
Robert Tarola CPA
CHALCFO3
•
CHALCFO2
•
CHALCFO5
VCONTR
ABCFR
•
Activity Based Costing for Accounting and Finance Professionals: A
Case Study Approach
COSTWHAT
•
It Cost What! A Practical Approach to Implementing Activity Based
Costing
CREATIVE THINKING
MBSN
•
Collaboration Made Easy - Management by Sticky Notes #MBSN NEW
CREATE
•
Creating Creativity: Outside - Outside the Box
Greg Conderacci
CPS
•
Creative Problem Solving
Lin Kroeger
•
IDEAGUTS
•
Jody Padar CPA, MST
•
The Value-Added Controller
INNOV
•
SMART
•
Smarter Decision-Making
SMARTER
•
Smarter Decision-Making and Problem Solving For Leaders
888-481-3500
71
CLUE
•
Ronald Baker CPA
MBASTRAT
•
MBASTRAT
•
Peter Margaritis CPA, CMA, CIA,
CFF
The End of Competitive Advantage
Rita McGrath
•
INVENT
•
Greg Conderacci
FUTURNOW
•
Jason Blumer CPA
ID
DFR
•
ABC’s: Above and Beyond Customer Service - Improving Service
Improves Your Bottom Line
Kelly Watkins
AAUNP
•
Accounting and Auditing Update for Nonprofit Organizations
Richard Wolf CPA
ASTRE
•
Samuel Dergel
ZAPNFP
•
Applying the Lessons of Zappos to Nonprofts
Richard Wolf CPA
BITEE
•
Bob Dean CPA
HBBBP
•
NEW
Samuel Dergel
CSIWORK
•
Chris Zervas
CANDO
•
Sheila Birnbach
EXCEPCUS
•
Exceptional Customer Service - Effective Communication
Sarah Gershman
GENDIFER
•
Generational Differences
Richard Wolf CPA
IAEBP
•
Introduction to Audits of Employee Benefit Plans
Richard Wolf CPA
DGCS
•
Strategies for Delivering Exceptional Customer Service More Often
Ray Perry
TALENT
•
Talent Management - People as a Competitive Advantage in “Not
Normal” Times (Keynote)
Karl Ahlrichs SPHR
CCFO
•
Alan Patterson
•
UTPDA
Understanding the Transformational Power of Data and Analytics NEW
•
Anirban Basu J.D.
EECON
•
Everyday Economics
Ronald Baker CPA
STR
•
•
Financial and Accounting Decision Making in a Slowly Recovering
Economy
•
Key Financial and Economic Issues Facing the Financial Executive NEW
Providing Your Own Bailout
The Economics of Health Reform: Implications for Industry and Society
Don McDaniel CPA
•
•
OPOL
•
TRIPPLAY
•
Bringing it Home: The Triple Play Unlocking the Mystery of Integrating
Your Work Life and Your Life‚Äôs Work
EI
•
Emotional Intelligence and Personal Leadership
Lin Kroeger
EECON
•
Everyday Economics
Ronald Baker CPA, CMA, CIA, CFF
LLLL
•
LOOK, LEAD, LOVE, LEARN: FOUR STEPS TO BETTER BUSINESS, A
BETTER LIFE, AND CONQUERING COMPLEXITY NEW
Bill Sheridan, CAE
MCMVEI
•
Lowell Wightman
MBALEAD
•
MBACOMM
•
The Eight Hour MBA - Powerful Communication NEW
•
PLINK1
•
•
The Positivity Link 1: The Positivity Link to Flourishing
PLINK2
•
•
The Positivity Link 2: The Theory of Well-being - PERMA
•
The Positivity Link 2A: Know Your Well-being Domains and Well-being
Formula (Practicum)
•
The Positivity Link 3: The Theory of Positivity “The Pleasant Life”
•
The Positivity Link 3A: Thought Bridging (Practicum)
•
The Positivity Link 4: The Positivity Link to Strengths
PLINK4A
•
The Positivity Link 4A: My Personal History - Character Strengths in
Action (Practicum)
PLINK4B
•
The Positivity Link 4B: Strength Strategies (Practicum)
•
The Positivity Link 5:The Positivity Link to Engagement Within “The
Engaged Life”
•
The Positivity Link 5A :Investment Compass - Wise Investment of Self
(Practicum)
PLINK2A
PLINK5
PLINK5A
Leadership: Coaching to Develop and Empower - Accountability,
Delegation and Dialogue NEW
•
EMOTIONAL INTELLIGENCE
PLINK4
DELEGATION
LCDE
•
•
PLINK3A
Cyndy Carr PhD
Lin Kroeger
Ray Perry
Economic Update: The Slow, Winding Road to Recovery
PLINK3
DATA ANALYTICS
Situational Delegation - Inspiring Accountability in Your Employees
•
EHRIIS
•
INSTRUCTOR
EU
PYOB
ABCSI
COURSE NAME
ECONOMICS
KEYFINAN
CUSTOMER SERVICE
WEBCAST
INSTRUCTOR
ON-DEMAND
COURSE NAME
CR EATI VE TH I NK I N G (CONT.)
ENDCOMP
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
•
•
INSTRUCTOR
EM OTI O N AL I N T E L L I G E N C E (CONT.)
ID
EPCF
•
EAA1
•
WEBCAST
COURSE NAME
ON-DEMAND
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
•
COURSE NAME
INSTRUCTOR
Ethics, Critical Thinking and Fraud
Ethics, Leadership and the Role of the CPA
Ethics, Leadership and the Role of the Financial Professional NEW
•
The Positivity Link 6: The Positivity Link to Relationships with Others
“The Connected Life”
PLINK6A
•
The Positivity Link 6A:Personal Currency & Your Inner Circle (Practicum)
EAA2
•
PLINK6B
•
The Positivity Link 6B: Operational Definition of Trust (Practicum)
PEU
•
The Ethics Update for CPAs in Public Practice: 2014/15 Edition NEW
VAETHICS
•
Virginia CPA Ethics Training NEW
•
PLINK6
PLINK7
•
•
The Positivity Link 7: The Positivity Link to Meaning & Purpose “The
Meaningful Life”
PLINK8
•
•
The PositivityLink 8: The Positivity Link to Achievement “The
Accomplished Life”
•
ETIQUETTE
ETHICS - BEHAVIORAL
Applying Ethics in the Real World
•
Champions of Trust
Greg Conderacci
EIO
•
Ethics ‚Äì Inside and Out
Greg Conderacci
HABIT
•
Ethics Can Be Habit-Forming: Bad Habits, Good Habits and Turning
One into the Other
Greg Conderacci
ETHICSUR
•
Ethics for People Who Don’t Like Surprises: Why We Don’t See It
Coming Until It’s Too Darn Late
Greg Conderacci
EIA
•
Ethics in Accounting
Robert Tarola CPA
EPA
•
AERW
•
COT8
TDBL
•
•
•
•
Ethics Principles and Applications
•
•
Ethics: Caesar’s Wife: Tipping the Delicate Balance of Leadership and
Ethics
Greg Conderacci
Ethics: Confronting the Challenge of Integrity
Greg Conderacci
Ethics: It’s Not Just What You Do, but How You Do It!
BECCI
•
ETHICHOW
•
STRAY
•
Ethics: Why We Stray: A Different Look at Ethical Decision-Making
Greg Conderacci
EVRYDAY
•
Everyday Ethics: Doing Well and Doing Good
Ronald Baker CPA
•
Happiness and the Pursuit of Ethics; Does Good Behavior Makes Us
Happy - and Vice Versa NEW
Greg Conderacci
•
Scary Trends, Ethics, and Uncommon Sense NEW
Karl Ahlrichs SPHR
HAPPY
STEUS
•
•
ETHICS - REGULATORY
•
A Matter of Integrity
EUG
•
A Practical Ethics Update for CPAs: 2014 Edition NEW
AERW
•
Applying Ethics in the Real World
ETH
•
Ethics
Gary Bulmash CPA
EUBI
•
Ethics Update for CPAs in Business 2014/15 NEW
CELT
•
•
BDE
•
Business Dining Etiquette
Carol Haislip
MPI
•
Maintaining a Professional Image in a Business Casual World
Carol Haislip
PCBE
•
Professionalism, Civility and Business Etiquette
Carol Haislip
EXECUTIVE PRESENCE
MENTCOND
•
Mental Conditioning Methods and Strategies for Executive Excellence
Lowell Wightman
PCBE
•
Carol Haislip
SUCCESS
•
The Success Factor
Courtney Kirschbaum
BESTTIME
•
Time and Energy Habits of High Performers
Courtney Kirschbaum
FINANCE
30ROLES
•
30 New Roles For Strategic Finance
FRI
•
BEEFT
•
Samuel Dergel
CHALCFO
•
CONSTACC
•
William Eskin CPA
CTFF
•
Critical Thinking For Finance
CHALCFO4
•
Financial Decisions
HEDGE
•
DFS
•
Developing Finance Superstars NEW
Samuel Dergel
888-481-3500
75
INSTRUCTOR
FINAN CE (CONT.)
ID
CHALCFO
WEBCAST
COURSE NAME
ON-DEMAND
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
COURSE NAME
INSTRUCTOR
•
CPAMAL
•
William Eskin CPA
CHALCFO4
•
Financial Decisions
HEDGE
•
EVAMS
•
Financial Leadership Unleashed
Jack Park CPA, MBA, CSP
Financial Warfare
•
Executive Finance for Operating Leaders: Relating Numbers and
Metrics to Reality
Jahn Ballard
FSA
•
Financial Statements Analysis
CHALCFO3
•
LIONS
•
Lions, and Tigers, and Numbers Oh My! FInance for the NonFinancialManager
CHALCFO2
•
FINWAR
CHALCFO5
•
AF-120
•
Forecasting Techniques for Accounting and Finance Professionals
Richard Miske MBA, PE
SSSBC
•
•
•
Seven Secrets of Successful Business Communication
Greg Conderacci
KEYFINAN
•
SSF
•
•
•
Strategic Skills for Finance
CHALCFO3
•
ESEC
•
The Essentials of SEC Financial Reporting
ODM
•
CHALCFO2
•
CHALCFO5
•
RMF
•
BGCF
•
FINANCIAL ANALYSIS
•
FLU
•
•
RNLA
FRI
•
TRIPLE
•
EVAMS
•
MBA1
•
FSA
•
MBAVALUE
•
CRO
•
Lions, and Tigers, and Numbers Oh My! FInance for the NonFinancialManager
The Eight Hour MBA
•
AF-120
LIONS
•
MBA1
•
MBAVALUE
•
•
•
FINANCIAL KNOWLEDG E FOR NON-ACCOUNTANTS
BGCF
•
Executive Finance for Operating Leaders: Relating Numbers and
Metrics to Reality
Jahn Ballard
NONFIN
•
Finance for Non-Financial People
LIONS
•
Lions, and Tigers, and Numbers Oh My! FInance for the Non-Financia
lManager
FINANCIAL MANAGEMENT
AIOPS
•
Real Numbers Through Lean Accounting
•
•
The Eight Hour MBA
What’s New In Compilation, Review & the Cash and Tax Basis of
Accounting (Latest Edition) NEW
FINANCIAL REPORTING
RRGAAP
•
A Real-Life Look at Revenue Recognition in Today’s GAAP & What May
Lie Ahead
William Eskin CPA
ACM
•
AIOPS
•
ACCREAL
•
William Eskin CPA
ACCSERV
•
Accounting Services, Compilations, and Reviews - A ‚ÄúReal-Life‚Äù
Look at Your Risks
William Eskin CPA
FRFSME
•
AICPA‚ÄôS Financial Reporting Framework for Small-to Medium-Sized
Entities: What You Need to Know Right Now NEW
AAUI
•
Annual Accounting Update for Industry
Elizabeth Gantnier CPA
•
Big GAAP, Little GAAP and AICPA’s Framework for Small-to-MediumSized Entities Compared - What Direction Should we take w/Financial
Reporting NEW
BLO
CONSTACC
•
William Eskin CPA
888-481-3500
77
INSTRUCTOR
FINAN CI AL R EP ORT I N G (CONT.)
ID
•
William Eskin CPA
FIN48
•
FIN 48
William Eskin CPA
FSRGAAP
•
Financial Statement Reporting - Select Problem Areas in Today’s GAAP
William Eskin CPA
REVREC
•
Revenue Recognition - Overview and Implementation Issues NEW
•
Revenue Recognition and Lease Accounting - Overview and
Implementation Issues NEW
•
GENDIFER
•
REVRECLE
ESEC
•
The Essentials of SEC Financial Reporting
UIFRSGAA
•
Understanding International Financial Reporting Standards (IFRS) From
a U.S. GAAP Perspective
FORECASTING
BACKCAST
•
Better Forecasting Using Backcasting
BF-110
•
Budgeting, Forecasting, & Business Techniques for Accounting and
Finance Professionals
CPMUT
•
Critical Performance Measures - Useful Tools for Gauging Success
EVAMS
•
ERMF
•
Enterprise Risk Management and Forecasting
RMF
•
FSA
•
•
•
AF-120
WINPLAN
•
Preparing a Winning Business Plan
SOPF
•
Strategic and Operational Planning and Forecasting
FRAUD
•
FORENSIC
FRAUD
NPFRAUD
•
Forensics and Fraud: Real World Issues and Answers
Fraud: Detection and Prevention
•
Nonprofits Fraud Detection and Prevention
INSTRUCTOR
NERATDL
•
A New Era in Talent Development and Learning NEW
CAREER
•
IMPACT
•
Jeffrey Magee Dr.
•
Richard Wolf CPA
HPITEALO
•
How to Profit from Innovation - Talent & Engagement in the Agile
Learning Organization NEW
LMF
•
•
•
Leader vs. Manager vs. Facilitator: When, Why, How? NEW
Lin Kroeger
GCMMG
•
•
•
Leadership and Generations: What Are They Thinking?
Lin Kroeger
GENSHIFT
•
Changing Leadership
Lin Kroeger
LEAD4GEN
•
Leading Four Generations in the Workforce NEW
MMG
•
Managing Multiple Generations: Next Steps and New Surprises
Karl Ahlrichs SPHR
GENDIF
•
Managing the Generation Mix
Sheila Birnbach
MSCNGEN
•
Managing the Shift Change-Next Gen Leaders Your Key to Succession
NEW
Next Steps in the New Normal World
Karl Ahlrichs SPHR
•
CSM
•
NEWNORM
•
STEUS
•
Karl Ahlrichs SPHR
RM
•
Lin Kroeger
TALENT
•
Normal” Times
Karl Ahlrichs SPHR
BOUNCE
•
The Bounce: Maximizing Your Career Trajectory NEW
HPFIRM
•
The High-Performing Firm – Growth through a Winning Culture and
Strategy NEW
GRUMP
•
The New Workforce - New Data, New Ideas, Aging Baby Boomers
Karl Ahlrichs SPHR
SWWH
•
Jody Padar CPA, MST
SCACHPF
•
The Shift Change in Accounting - Creating the High Performance Firm
NEW
SFM
•
The Success Factor for Millennials - Preparing New Hires for Success in
Their Careers NEW
Courtney Kirschbaum
TCPAPROF
•
Trends in CPA Profession - the Shift Change - What’s the Future of
Accounting? NEW
WORKFLOW
•
You’ve Got to Move it, Move it! Workflow Un-Conference
Jody Padar CPA, MST
A Commitment to Community: Nonprofit Board Service and CPAs
•
COURSE NAME
GENERATIONAL ISSUES
DITFIN48
REVLEASE
WEBCAST
COURSE NAME
ON-DEMAND
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
GOVERNANCE
78
NPG
•
INSTRUCTOR
GOVER N AN C E (CONT.)
ID
EXCLDABG
WEBCAST
COURSE NAME
ON-DEMAND
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
COURSE NAME
INSTRUCTOR
•
Excel 2013 Data Analysis Techniques and Business Graphics
CHALCFO
•
EXCELPP
•
Excel 2013 PowerPivot and PowerView for Advanced Data Analysis
CHALCFO4
•
Financial Decisions
EXCEL-L
•
Excel 2013 Refresher and Update
CHALCFO3
•
EXCELBEG
•
Excel 2013 Worksheets for Beginners
CHALCFO2
•
EXCELA-L
•
Excel Advanced Productivity Features, Pivot Tables and Macro
Recorder Tips
CHALCFO5
•
EXCL10PT
•
Excel Pivot Tables in-depth, Data Analysis Functions and Tips
MBALEAD
•
EXCELM-L
•
Excel Power User: Macro Programming using Visual Basic for
Applications
Hosting in the Cloud NEW
Byron Patrick CPA.CITP, CGMA
Innovating Beyond Technology NEW
Jennifer Warawa
IT/Data Security NEW
Byron Patrick CPA
Microsoft Office 2010: Excel, Word, Outlook and Windows 7 Tips NEW
•
HOSTCLD
IBT
HEALTH CARE
PPACA
•
SILVER
•
•
•
EHRIIS
SECURITY
A Strategic Approach to ‚ÄúThe Patient Protection and Affordable Care
Act‚Äù NEW
William Hughey
Scary Thoughts and Silver Linings; What is Known and What is Probable
Karl Ahlrichs SPHR
OFFICE13
•
Microsoft Office 2013 and Windows 8: What‚Äôs New and Why
Upgrade
The Economics of Health Reform: Implications for Industry and Society
Don McDaniel
ONENOTE
•
Microsoft Office 2013 Digital Note-Taking and Collaboration
EXCELFNE
•
Microsoft Office 2013: Focus on New Features with emphasis on Excel
2013 NEW
WIN8TAB
•
Microsoft Windows 8 Tablet Transition for Business Use
WIN8
•
Microsoft Windows 8: Transition from Windows 7
CLOUDMOV
•
Moving to the Cloud ‚Äì Unraveling the Mysteries NEW
Byron Patrick CPA
OUTLK-L
•
Outlook 2010 Update and Best Practices for CPAs
BGRAPHIC
•
PowerPoint 2013/2010: Create Dynamic Financial Presentations with
Business Graphics
INFOSECU
•
Privacy & Security Considerations - Microsoft Office files, PDFs, Cyber
Security Tips for CPAs
BOOTCAMP
•
Andrew Rose
SOCMED
•
Social Media Strategy & Quick Start: Developing and Implementing a
SocialMedia Strategy for CPA Firms & Organizations
WEB20
•
Web 2.0: Less Hype, More Help
Bill Sheridan CAE
IFRS
ACM
•
IFRSB
•
International Financial Reporting Standards (IFRS)
Gary Bulmash CPA
PIU
•
REVREC
•
Revenue Recognition - Overview & Implementation Issues NEW
UIFRSGAA
•
Understanding International Financial Reporting Standards (IFRS) From
a U.S. GAAP Perspective
INFORMATION TECHNOLOGY
•
ITBUDGET
A Systematic Approach to IT Budgeting
Donny Shimamoto CPA, CITP, CGM
ADOBE-L
•
Adobe Acrobat Best Practices for CPAs
BF-110
•
Budgeting, Forecasting, Business Techniques for Accounting Finance
Professionals
CLOUDRAV
•
Cloud Computing - Unraveling the Issues
ETALK
•
E-Talk: Tips for Using Email Efficiently Effectively
Kelly Watkins
OFADBWIN
•
Excel + Outlook + Word + Adobe Acrobat + Windows - Improve
Personal Productivity
EXCLBOOT
•
Excel 2013 Boot Camp for CPAs
•
Excel 2013 Charts, Graphs and Diagram Features
EXCELC-L
•
•
OFFICE10
EXCLDATA
•
Webcast - Microsoft Excel: Data Analysis, New Table Features, and
Pivot Table Enhancements
OFFICE7
•
Webcast - Microsoft Office 2007/2010: Mastering the User Interface
with Emphasis on Excel
•
Webcast - Microsoft Outlook and Word 2010: Productivity Tips and
Tricks
•
Jody Padar CPA, MST
OUTWORD
•
TWITTER
WORDBEG
•
Word Document Formatting for Beginners
WORD-L
•
Word Productivity Features and Time-Saving Tips
CLOUD
•
Work from the Beach if you’re in the Cloud
Jody Padar CPA, MST
888-481-3500
•
81
NPG
•
NERATDL
•
ASTRE
•
Samuel Dergel
FALTT
•
At the Helm in the Storm: Seven Survival Strategies for Leaders in
Turbulent Times
Greg Conderacci
AVOIDDM
•
Sheila Birnbach
BEEFT
•
Samuel Dergel
COMEDY
•
BDS
•
Business Development Skills for Accountants
IMPACT
•
Jeffrey Magee Dr.
IMPACTHP
•
Jeffrey Magee Dr.
IMPACTRC
•
Jeffrey Magee Dr.
COMEHOME
•
Coming Home: Strengths-based Leadership for Personal and
Organizational Prosperity Part 1 - Know your Strengths
COMHOME2
•
Organizational Prosperity Part 2 - Live Your Values
COMHOME3
•
Organizational Prosperity Part 3 - Defining the Sweet Spot
HBBBP
•
NEW
Samuel Dergel
CSIWORK
•
PBRAND
•
DPWCIY
ID
FINANLDR
WEBCAST
INSTRUCTOR
ON-DEMAND
COURSE NAME
LEADERSHIP
COURSE NAME
INSTRUCTOR
•
From Technical Expert to Financial Leadership
Alan Patterson
FUNHIRE
•
Jeffrey Magee Dr.
FSM
•
Jeffrey Magee Dr.
FUNLEAD
•
Jeffrey Magee Dr.
•
Lin Kroeger
•
Giraffes of Technology: The Making of the 21st Century Leader
Hubert Glover Ph.D.
•
Goodbye Leadership. Hello Leadershift!
Emmanuel Gobillot
•
LEAF
GIRAFFE
•
LSHIFT
GTOG
•
Great to Good: Using the Lessons of Good to Great AND How the
Mighty Fall
Greg Conderacci
CLL
•
Kelly Watkins
PLANMEET
•
Susan Katz
HPITEALO
•
BTRC
•
Steve McClatchy
COACH
•
Leaders as Coaches: Techniques for Maximizing the Development
andRetention of Talent
Alan Patterson
GCMMG
•
Leadership and Generations: What Are They Thinking?
Lin Kroeger
GENSHIFT
•
Changing Leadership
Lin Kroeger
LEADDIFF
•
Leadership from a Slightly Different Perspective
IMPROV
•
Leadership Improv - Why “Fake It Until You Make It” Works
Greg Conderacci
Chris Zervas
LFMO
•
Lin Kroeger
Define Your Personal Brand and Enhance Your Executive Presence by
Shopping the Grocery Store
Jason Levin
LNN
•
Leadership in the New Normal
•
Lowell Wightman
LIO
•
Leadership Inside Out: Discovering the Leader Within
Greg Conderacci
DFS
•
Samuel Dergel
LSMID
•
Management NEW
Lowell Wightman
EFFMEET
•
Effective Meetings
Courtney Kirschbaum
LSWSF
•
Lowell Wightman
SUPER
•
Embracing Your Inner Superhero
Leadership: Coaching to Develop and Empower - Accountability,
Delegationand Dialogue NEW
Lin Kroeger
EMERGE
•
Coaching
Alan Patterson
Leadership: Motivation -- The Power of Needs, Styles and Ownership
Lin Kroeger
EI
•
Lin Kroeger
Leadership: Personal Style and Personal Effectiveness
Lin Kroeger
Ethics: Caesar’s Wife: Tipping the Delicate Balance of Leadership and
Ethics
Greg Conderacci
•
TDBL
82
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
•
•
•
•
LCDE
•
•
•
LMPN
•
PSPE
•
APAI
•
Leading Change: Action Planning to Actual Implementation
Lin Kroeger
LEAD4GEN
•
FCCFO
•
Leap
Alan Patterson
SDSS
•
Greg Conderacci
LEADUP
•
FCCFO-W
•
•
Alan Patterson
LMTB-4
•
Leading, Mentoring and Team Building
BROADEN
•
•
From Technical Expert to Financial Leader: How to Manage and
Broaden Your Career
Alan Patterson
LISTEN
•
Trust
Greg Conderacci
•
•
LEADACAD
•
MACPA Leadership Academy
GENDIF
•
Sheila Birnbach
MSCNGEN
•
NEW
MCMVEI
•
Lowell Wightman
MMMSTSM
•
Master Meeting Maker: Save Time. Save Money. Get Results NEW
MENTCOND
•
NLD
ID
WEBCAST
INSTRUCTOR
ON-DEMAND
COURSE NAME
L EAD ER S H I P (CONT.)
COURSE NAME
INSTRUCTOR
LEAN ACCOUNTING
ICCL
•
Improve Cash Collections With Lean
Jean Cunningham
LEAN
•
Lean Accounting for the Lean Enterprise
Jerry Solomon
LHR
•
Lean and Human Resources (HR)
Jean Cunningham
Chris Zervas
LMLE
•
Lean Management in a Lean Economy
Lowell Wightman
ODM
•
Jean Cunningham
•
Alan Patterson
RNLA
Real Numbers Through Lean Accounting
Jean Cunningham
ODEPC
•
Overcoming Difficult Employee Performance Conversations
Susan Katz
PELTPSTW
•
PESPM
•
LEADACT
•
•
SR
•
Jeffrey Magee Dr.
TRIPLE
•
Jeffrey Magee Dr.
MBAPERFO
•
•
Effectiveness
Lin Kroeger
MBAPERFO
•
CFF
STEUS
•
Karl Ahlrichs SPHR
SERVLEAD
•
Jeffrey Magee Dr.
SERVGROW
•
Jeffrey Magee Dr.
MANAGEMENT
SERVPROF
•
Term World
Jeffrey Magee Dr.
AVOIDDM
•
Sheila Birnbach
Succession Planning: Developing Tomorrow’s Leaders Today
Alan Patterson
BOMB
•
Chris Zervas
IMPACT
•
Jeffrey Magee Dr.
•
DTLT
•
TLLC
•
Team Leadership and Leading Change - Get it Right & Make it Last
Steve McClatchy
BOUNCE
•
IMPACTHP
•
Jeffrey Magee Dr.
BOFI
•
The Business of the Future (for Industry)
Ronald Baker CPA
IMPACTRC
•
Jeffrey Magee Dr.
GR8LEAD
•
The Characteristics of A Great Leader (And How To Develop Them)
Richard Wolf CPA
DPWCIY
•
Lowell Wightman
•
NEW
SQURPEG
•
Susan Rucker CPA
CSUITE
•
EFFMEET
•
Effective Meetings
Courtney Kirschbaum
MBALEAD
ETP
•
Alan Patterson
•
Strategy NEW
Elevating Team Performance
HPFIRM
•
The Latest in Leadership ‚Äì What‚Äôs New at the Harvard Business
Review
EMPMOTI
•
Excellence in Management: Driving Results without Driving Your Team
Crazy
Ray Perry
HBRLEAD
•
NEW
FCCFO
•
Leap
Alan Patterson
SCACHPF
•
Time Management and Personal Leadership
Steve McClatchy
FCCFO-W
•
Alan Patterson
TMPL
•
Transitions to Leadership
Sheila Birnbach
FUNHIRE
•
Jeffrey Magee Dr.
TRANLEAD
FSM
•
Jeffrey Magee Dr.
•
Accounting? NEW
TCPAPROF
Courtney Kirschbaum
FUNLEAD
•
Jeffrey Magee Dr.
•
GOALSET
84
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
•
•
888-481-3500
•
•
•
•
85
INSTRUCTOR
M AN AGEM EN T (CONT.)
ID
MBASTRAT
•
PLANMEET
•
How To Plan and Lead Effective, Productive Meetings
Susan Katz
POSCOM
•
How to Survive Negative Times by Using Positive Communication Your Key to Increased Productivity and Profitability
Kelly Watkins
MWMTC
•
Measure What Matters to Customers: Using Key Predictive Indicators
Ronald Baker CPA
NLD
•
Alan Patterson
Karl Ahlrichs SPHR
MEETINGS
•
NEWNORM
•
•
TWITTER
WHAT
WEBCAST
COURSE NAME
ON-DEMAND
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
•
COURSE NAME
INSTRUCTOR
Jody Padar CPA, MST
Greg Conderacci
PELTPSTW
•
Jeffrey Magee Dr.
MMMSTSM
•
Chris Zervas
PESPM
•
Jeffrey Magee Dr.
MME
•
Meetings Made Easy (and Effective)
Kelly Watkins
HEO
•
Performance, Productivity and Profit: Creating the Higher Energy
Organization
Greg Conderacci
PSIE
•
Special Delivery: Delivering Presentations to Sell Ideas Effectively
Lin Kroeger
SERVLEAD
•
Jeffrey Magee Dr.
PIZZAZ
•
Will the Audience Throw Eggs? - How to Present with Professionalism
and Pizzazz
Kelly Watkins
SERVGROW
•
Jeffrey Magee Dr.
SERVPROF
•
Term World
Jeffrey Magee Dr.
NOTBOOK
•
Anymore‚Ä¶ NEW
Calvin Harris
DYNTEAMS
•
Susan Rucker CPA
EPRES
•
Executive Presence: An Experiential Approach to Networking and
Negotiation
GRUMP
•
Karl Ahlrichs SPHR
21CNEG
•
Why Don’t We Say Yes? 21st Century Negotiating
Greg Conderacci
TRAIN
•
Training: How to Effectively (and Painlessly) Teach Your Staff
Kelly Watkins
TRANLEAD
•
Sheila Birnbach
WORKFLOW
•
You’ve Got to Move it, Move it! Workflow Un-conference
Jody Padar CPA, MST
•
•
•
•
MARKETING
BUZZ
•
•
DMBD
86
•
NEGOTIATION
PERFORMANCE MANAGEMENT
MECA
•
Applying “Lean” Thinking to Making Employees Your Competitive
Advantage
Karl Ahlrichs SPHR
CPMUT
•
Critical Performance Measures - Useful Tools for Gauging Success
DAWDA
•
Do It All Without Doing it All
Jody Padar CPA, MST
Build Your Book of Business with Better Brand Buzz
Greg Conderacci
ETP
•
Alan Patterson
Business Development: Distinctions Between Marketing and Sales
Greg Conderacci
EXECPRES
•
Courtney Kirschbaum
FIX
•
Finally Fixing Performance Management Using New Tools
Karl Ahlrichs SPHR
Find a Need and Fill It: Your Key to Business Development
Greg Conderacci
FIXTURN
Finally Fixing Turnover and Employment Engagement
Karl Ahlrichs SPHR
Sheila Birnbach
MBSN
•
FINDND
•
MINDB
•
Greg Conderacci
HIREFIRE
•
SERVGROW
•
Jeffrey Magee Dr.
HPO
•
•
•
How the Best Financial Executives Create High Performance
Organizations
Alan Patterson
SERVPROF
•
Term World
Jeffrey Magee Dr.
IDHT
•
•
•
Identifying, Developing, and Hanging on to Talent
Alan Patterson
SPEAKAD
•
Courtney Kirschbaum
MLSFOUND
•
Making Learning Stick: Foundations
Bob Dean CPA
PSIE
•
Lin Kroeger
MLSIMMER
•
Making Learning Stick: Immersion and Application
Bob Dean CPA
•
•
888-481-3500
•
87
•
Motivating and Retaining Your Top Performers
Sheila Birnbach
ODEPC
•
Susan Katz
PMIP
•
Project Management: Get the Buy-In to Get Results
Lin Kroeger
Slaying the Energy Vampires ‚Äì And Boosting Your Performance
Greg Conderacci
•
SLAY
•
SC
•
Strategic Coaching - Growing Top-Notch Performers
Ray Perry
SURVIVE
•
Survivor ‚Äì Corporate America: Tactics and Secrets for Surviving and
Courtney Kirschbaum
SR
•
TRIPLE
•
TBEL
•
Ray Perry
TLLC
•
Team Leadership & Leading Change - Get it Right and Make it Last
Steve McClatchy
MBAPERFO
•
SUCCESS
•
The Success Factor
Courtney Kirschbaum
WTC
•
Wrongful Termination Claims are on the Rise - Are You Protected?
Sheila Birnbach
PE RSONAL DEVELOPMENT
NPG
•
OPOL
•
FALTT
•
At the Helm in the Storm: Seven Survival Strategies for Leaders in
Turbulent Times
Greg Conderacci
AVOIDDM
•
Sheila Birnbach
Lin Kroeger
•
BPAFPIO
•
Best Practices in Accounting and Finance Writing: Putting Ideas in
Order
TRIPPLAY
•
Bringing it Home: The Triple Play Unlocking the Mystery of Integrating
Your Work Life and Your Life‚Äôs Work
COMEDY
•
BDE
•
Business Dining Etiquette
CALM
•
Calm in the Midst of Chaos: Techniques and Tips for Managing Stress
Levels During Busy Times
COMEHOME
•
COMHOME2
•
COMHOME3
•
88
ID
CRW
COURSE NAME
INSTRUCTOR
•
Sheila Birnbach
CREATE
•
Creating Creativity: Outside - Outside the Box
Greg Conderacci
DTP
•
Ronald Shapiro Esq.
PBRAND
•
Define Your Personal Brand & Enhance Your Executive Presence by
Shopping the Grocery Store
Jason Levin
CANDO
•
Sheila Birnbach
SQURPEG
•
Susan Rucker CPA
EFFMEET
•
Effective Meetings
Courtney Kirschbaum
EXECPRES
•
Courtney Kirschbaum
FSSF
•
Five Smooth Stones - Facing Goliath and Winning
Greg Conderacci
SDSS
•
Greg Conderacci
BROADEN
•
Broaden Your Career
Alan Patterson
FINANLDR
•
Alan Patterson
GIRAFFE
•
•
Giraffes of Technology: The Making of the 21st Century Leader
Hubert Glover Ph.D.
•
Goodbye Leadership. Hello Leadershift!
Emmanuel Gobillot
•
LSHIFT
HARNFLUX
•
Harnessing Flux: Creating Nimble and Agile Thinkers Who Thrive
IDEAGUTS
•
Jody Padar CPA, MST
ENERGY
•
High Performance Time Management: Boosting Your Personal Energy
Greg Conderacci
CLL
•
Kelly Watkins
DIFFCONV
•
How to Conduct Difficult Conversations in the Workplace
Sarah Gershman
SALY
•
PLANMEET
•
Susan Katz
INNOV
•
LNN
•
LIO
•
Leadership Inside Out: Discovering the Leader Within
Greg Conderacci
LSMID
•
Management NEW
Lowell Wightman
PSPE
•
Leadership: Personal Style and Personal Effectiveness
Lin Kroeger
LEARNTOP
•
LEARN YOUR WAY TO THE TOP WITH PERSONAL LEARNING
NETWORKS NEW
Bill Sheridan, CAE
LIVELIFE
•
Living Life at Performance Level (keynote)
Curtis Zimmerman
LLLL
•
LOOK, LEAD, LOVE, LEARN: FOUR STEPS TO BETTER BUSINESS, A
BETTER LIFE, AND CONQUERING COMPLEXITY NEW
Bill Sheridan, CAE
MAGYV
•
Greg Conderacci
LEADACAD
•
Carol Haislip
WEBCAST
INSTRUCTOR
ON-DEMAND
COURSE NAME
PER FO R M AN C E MA N AG E ME N T (CONT.)
MOTIVATE
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
•
•
•
•
INSTRUCTOR
PER S O N AL DEV E LOP ME NT (CONT.)
WEBCAST
COURSE NAME
ON-DEMAND
AVAILABLE FORMATS
COURSE NAME
INSTRUCTOR
•
The Positivity Link 2A: Know Your Well-being Domains & Well-being
Formula (Practicum)
•
The Positivity Link 3: The Theory of Positivity “The Pleasant Life”
•
The Positivity Link 3A: Thought Bridging (Practicum)
•
The Positivity Link 4: The Positivity Link to Strengths
PLINK4A
•
The Positivity Link 4A: My Personal History - Character Strengths in
Action (Practicum)
PLINK4B
•
The Positivity Link 4B: Strength Strategies (Practicum)
•
The Positivity Link 5:The Positivity Link to Engagement Within “The
Engaged Life”
•
The Positivity Link 5A :Investment Compass - Wise Investment of Self
(Practicum)
•
The Positivity Link 6: The Positivity Link to Relationships with Others
“The Connected Life”
PLINK6A
•
The Positivity Link 6A:Personal Currency and Your Inner Circle
(Practicum)
PLINK6B
•
The Positivity Link 6B: Operational Definition of Trust (Practicum)
ID
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
PLINK2A
MPI
•
Maintaining a Professional Image in a Business Casual World
Carol Haislip
MIH
•
Make it Happen! The Art of Discipline and Getting Things Done
Karl Ahlrichs SPHR
MLSFOUND
•
Bob Dean CPA
MLSIMMER
•
Bob Dean CPA
TMIP
•
Managing Multiple Priorities - The Discipline of Getting Things Done
Ray Perry
MENTCOND
•
Lowell Wightman
MP
•
Carol Haislip
MOVEUPON
•
Move Up or On
NAVIPLAN
•
Navigating the Plan when the Plan Keeps Changing: Nimble Goal
Setting and Vision
GOODGRN
•
On Good Ground: Creating A Personal Strategy for a Great Life
Greg Conderacci
GSO
•
Organizational Productivity - Practical Strategies for Getting and
Staying Organized
Ray Perry
ODEPC
•
Susan Katz
HEO
•
PERSTYLE
•
•
PLINK3
PLINK3A
•
PLINK4
•
PLINK5
PLINK5A
Courtney Kirschbaum
•
PLINK6
•
•
Performance, Productivity and Profit: Creating the Higher Energy
Organization
Greg Conderacci
•
Personality Styles in the Workplace
Lin Kroeger
Carol Haislip
LEADACT
•
Effectiveness
PCBE
•
SPKPRES
•
MINDB
•
RM
•
SGS
•
SMART
•
SMARTER
•
SPEAKAD
•
Courtney Kirschbaum
SPS
•
Mastermind Way
Susan Katz
SCMC
•
Sheila Birnbach
CLUE
•
Ronald Baker CPA
SURVIVE
•
Survivor ‚Äì Corporate America: Tactics and Secrets for Surviving and
Courtney Kirschbaum
CSUITE
•
NEW
•
•
PLINK7
•
•
The Positivity Link 7: The Positivity Link to Meaning & Purpose “The
Meaningful Life”
PLINK8
•
•
The PositivityLink 8: The Positivity Link to Achievement “The
Accomplished Life”
POWRCONV
•
The Power of Successful Conversations
Sarah Gershman
SUCCESS
•
The Success Factor
Courtney Kirschbaum
VCONTR
•
The Value-Added Controller
BESTTIME
•
Courtney Kirschbaum
TMPL
•
Steve McClatchy
NETMING
•
TRANLEAD
•
Sheila Birnbach
GOALSET
•
Courtney Kirschbaum
FUTURNOW
•
Jason Blumer CPA
WORKFLOW
•
You’ve Got to Move it, Move it! Workflow Un-conference
Jody Padar CPA, MST
Sarah Gershman
Greg Conderacci
Lin Kroeger
Lin Kroeger
PLINK1
•
•
The Positivity Link 1: The Positivity Link to Flourishing
PLINK2
•
•
The Positivity Link 2: The Theory of Well-being - PERMA
•
•
PERSONNEL/HR
AAUNP
•
Richard Wolf CPA
MECA
•
Applying “Lean” Thinking to Making Employees Your Competitive
Advantage
Karl Ahlrichs SPHR
ZAPNFP
•
Richard Wolf CPA
BBWH
•
Beyond the Buzzwords with Hiring: Apply “Lean” Processes and Fix the
WayYour Organization Hires
Karl Ahlrichs SPHR
888-481-3500
91
BAO
•
Alan Patterson
TITB
•
CFO versus HR - Thinking Inside the Box
Karl Ahlrichs SPHR
DFS
•
Samuel Dergel
Finally Fixing Turnover and Employment Engagement
Karl Ahlrichs SPHR
•
COURSE NAME
INSTRUCTOR
PRESENTATION SKILLS
AWESOME
•
Awesome Financial Presentations
CAREER
•
CTFF
•
ECFR
•
Effective Communications
SPEAK
•
DPSI
•
It’s All in the Presentation: Designing Presentations to Sell Ideas
Effectively
Lin Kroeger
MME
•
Meetings Made Easy (and Effective)
Kelly Watkins
PSW
•
Presentation Skills Workshop
MBP
•
Lin Kroeger
Producing Powerful Presentations: Performance and Profit
GENDIFER
•
Richard Wolf CPA
IRP
•
Hire the Lucky Ones - How to Improve Retention and Productivity by
Selecting Fortunate Employees
Karl Ahlrichs SPHR
HIRESMRT
•
Hiring Smart
Sheila Birnbach
HIREFIRE
•
Sheila Birnbach
HIRE
•
How to Hire the Right Candidate: A Selection and Interview Process
That Gets You What You Need
Alan Patterson
IDHT
•
Identifying, Developing, and Hanging on to Talent
Alan Patterson
IAEBP
•
Richard Wolf CPA
POWPRE
•
SPKPRES
•
•
•
Sarah Gershman
Lean and Human Resources (HR)
Jean Cunningham
SSSBC
•
•
•
Greg Conderacci
Managing Change NEW
Karl Ahlrichs SPHR
SPEAKAD
•
Courtney Kirschbaum
Managing Multiple Generations: Next Steps and New Surprises
Karl Ahlrichs SPHR
PSIE
•
Lin Kroeger
•
Motivating and Retaining Your Top Performers
Sheila Birnbach
SSF
•
•
Karl Ahlrichs SPHR
SUCSPROJ
•
Successful Project Approval Using a Business Case
PIZZAZ
•
and Pizzazz
Kelly Watkins
WOWEM
•
Your Next Presentation? Wow ‘Em
Chris Zervas
•
•
•
KEYFINAN
LHR
•
MCHANGE
•
MMG
•
•
MOTIVATE
•
NEWNORM
92
ID
WEBCAST
INSTRUCTOR
ON-DEMAND
COURSE NAME
PER S O N N EL / H R (CONT.)
FIXTURN
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
ODEPC
•
Susan Katz
SILVER
•
Scary Thoughts and Silver Linings; What is Known and What is Probable
Karl Ahlrichs SPHR
TALENT
•
Normal” Times
Karl Ahlrichs SPHR
GR8LEAD
•
The Characteristics of A Great Leader (And How To Develop Them)
Richard Wolf CPA
GRUMP
•
Karl Ahlrichs SPHR
SWWH
•
Jody Padar CPA, MST
TERM
•
To Terminate or Not to Terminate: That is the Question
TRAIN
•
DISASTER
WTC
•
•
PROBLEM SOLVING
BOMB
•
Chris Zervas
Sheila Birnbach
CPS
•
Creative Problem Solving
Lin Kroeger
Training: How to Effectively (and Painlessly) Teach Your Staff
Kelly Watkins
FIX
•
Finally Fixing Performance Management Using New Tools
Karl Ahlrichs SPHR
•
When Disaster Strikes, Will You Be Ready?
Sheila Birnbach
UPSS
•
Selling for CPAs: Using Your Problem-Solving Skills to Promote
Profitable Business Growth
Greg Conderacci
•
Wrongful Termination Claims are on the Rise - Are You Protected?
Sheila Birnbach
BGC
•
Situational Communication: How to Connect with More People More
Often
Ray Perry
SMART
•
SMARTER
•
SPS
•
Mastermind Way
Susan Katz
•
INSTRUCTOR
PR O B L EM S O LV I NG (CONT.)
CC
•
Ray Perry
DYNTEAMS
•
Susan Rucker CPA
ID
PROPREVR
•
REVREC
•
PROJECT MANAGEMENT
EI
•
Lin Kroeger
MIH
•
Make it Happen! The Art of Discipline and Getting Things Done
Karl Ahlrichs SPHR
MSBP
•
Alan Patterson
MMMSTSM
•
Chris Zervas
OTPM
•
Project Management - Delivering Results On Time and Within Budget
Ray Perry
PMIP
•
Project Management: Get the Buy-In to Get Results
Lin Kroeger
DFR
•
Ray Perry
SGS
•
Lin Kroeger
SUCSPROJ
•
MBAPERFO
•
•
•
PUBLIC SPEAKING
SPEAK
•
LEADDIFF
•
Leadership from a Slightly Different Perspective
MBP
•
Lin Kroeger
PIZZAZ
•
and Pizzazz
Kelly Watkins
•
INSTRUCTOR
Revenue Recognition - Overview & Implementation Issues NEW
•
Revenue Recognition & Lease Accounting - Overview & Implementation
Issues NEW
•
•
RISK MANAGEMENT
ARBBS
•
Audit Risk - Beyond the Balance Sheet
Robert Tarola CPA
BPLAN-3
•
Level
ERMAF
•
Enterprise Risk Management - Accountability Framework
Robert Tarola CPA
ERMF
•
RMF
•
NRISK-3
•
NRISK-1
•
NRISK-2
•
Level
IFCS
•
Robert Tarola CPA
SECURITY
•
IT/Data Security NEW
Byron Patrick CPA
RMDRP
•
Risk Management - Disaster Recovery Planning
MBASTRAT
•
MBASTRAT
•
CFF
DISASTER
•
When Disaster Strikes, Will You Be Ready?
Sheila Birnbach
•
STRATEGIC & CRITICAL THINKING
RE AL ESTATE
ACCREAL
COURSE NAME
•
REVLEASE
REVRECLE
WEBCAST
COURSE NAME
ON-DEMAND
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
William Eskin CPA
REVENUE RECOGNITION
RRGAAP
•
A Real-Life Look at Revenue Recognition in Today’s GAAP & What May
Lie Ahead
William Eskin CPA
PAAA
•
NERATDL
•
EATSTRAT
•
Becoming a Strategic Firm
Jason Blumer CPA
Blue Ocean Innovation: Market-Taker to Market-Maker
Don McDaniel
•
BOI
BAO
•
Alan Patterson
TITB
•
CFO versus HR - Thinking Inside the Box
Karl Ahlrichs SPHR
DPWCIY
•
Lowell Wightman
888-481-3500
95
BROADEN
•
FINANLDR
•
•
LEAF
ID
COURSE NAME
INSTRUCTOR
STRATEGIC / BUSINESS PLANNING
•
Financial Leadership Unleashed
Jack Park CPA, MBA, CSP
•
Broaden Your Career
Alan Patterson
Alan Patterson
Lin Kroeger
AAUNP
•
WEBCAST
INSTRUCTOR
ON-DEMAND
COURSE NAME
STRATEGI C & C RI T I CA L T HI N K I N G (CONT.)
FLU
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
30 New Roles For Strategic Finance
A Systematic Approach to IT Budgeting
Donny Shimamoto CPA, CITP, CGM
•
Richard Wolf CPA
ZAPNFP
•
Richard Wolf CPA
ABSR
•
Avoiding Bankruptcy - Surviving the Recession (A Case Study Approach)
•
Better Forecasting Using Backcasting
•
Blog 101: First Steps to Stardom
Bill Sheridan CAE
•
Brand You: How to Be a Leader and Boost Your Career - With a Little
Help From Social Media
Bill Sheridan CAE
Samuel Dergel
•
Bob Dean CPA
•
Business Model Competition & Disruptive Innovation
Rita McGrath
30ROLES
•
•
ITBUDGET
GTOG
•
Great to Good: Using the Lessons of Good to Great AND How the
Mighty Fall
Greg Conderacci
IDEAGUTS
•
Jody Padar CPA, MST
HPITEALO
•
BACKCAST
I2A
•
I2A: Strategic Thinking that takes Insights to Actions
BLOG101
LEAD4GEN
•
BRANDYOU
LEARNTOP
•
LEARN YOUR WAY TO THE TOP WITH PERSONAL LEARNING
NETWORKS NEW
Bill Sheridan, CAE
BEEFT
•
MAGYV
•
Greg Conderacci
BITEE
•
LEADACAD
•
BUSMODEL
•
NEW
BPLAN-3
•
Level
MSCNGEN
SMART
•
BPLAN-1
•
Business Planning: A Managerial Accounting Approach - Basic Level
SMARTER
•
BPLAN-2
•
Business Planning: A Managerial Accounting Approach - Intermediate
Level
BBBYSR
•
The Best Business Books Ever Written
Ronald Baker CPA
BSD
•
Business Strategy Development: More Than Operational Planning
Alan Patterson
BOUNCE
•
CHALCFO
•
BOFI
•
The Business of the Future (for Industry)
Ronald Baker CPA
CSM
CCFO
•
Alan Patterson
CTFF
•
HPFIRM
•
Strategy NEW
CHALCFO4
•
Financial Decisions
SCACHPF
•
NEW
DDPLAN
Discovery Driven Planning
Rita McGrath
•
The End of Competitive Advantage
Rita McGrath
•
The Finance & Accounting Organization as Strategist and Partner to the
Business
Alan Patterson
•
ENDCOMP
•
•
EU
•
Economic Update: The Slow, Winding Road to Recovery
Anirban Basu J.D.
ERMAF
•
Enterprise Risk Management - Accountability Framework
Robert Tarola CPA
ERMF
•
DICM
•
TCPAPROF
•
Accounting? NEW
Greg Conderacci
NRISK-3
•
Michael Kraten PhD
•
INVENT
Ronald Baker CPA
NRISK-1
•
Michael Kraten PhD
•
When Debits Don’t Equal Credits (for Professionals and Industry)
WDDEC
•
Jason Blumer CPA
NRISK-2
•
Level
Michael Kraten PhD
FUTURNOW
EPRES
•
Executive Presence: An Experiential Approach to Networking &
Negotiation
Michael Kraten PhD
STR
•
Financial and Accounting Decision Making in a Slowly Recovering
Economy
96
•
•
888-481-3500
•
97
AVAILABLE FORMATS
INSTRUCTOR
STRATEGI C / BU S I NE S S P L A NNI NG (CONT.)
ID
WEBCAST
COURSE NAME
ON-DEMAND
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
SSF
•
•
•
SUCSPROJ
•
FINWAR
•
Financial Warfare
WHO
•
Finding Your Way Through Career Transitions
Greg Conderacci
BROADEN
•
Broaden Your Career
Alan Patterson
FINANLDR
•
Alan Patterson
FSM
•
Jeffrey Magee Dr.
CASESM
GENDIFER
•
Richard Wolf CPA
MBA1
IFCS
•
Robert Tarola CPA
IAEBP
•
CHALCFO3
•
LNN
•
•
LTM
•
•
•
DTLT
•
COURSE NAME
INSTRUCTOR
Succession Planning: Developing Tomorrow’s Leaders Today
Alan Patterson
SR
•
TRIPLE
•
•
The Business Case for Social Media
Bill Sheridan CAE
•
•
The Eight Hour MBA
MBA1
•
•
The Eight Hour MBA
CFF
Richard Wolf CPA
MBAVALUE
•
•
MBAVALUE
•
•
CFF
•
MBASTRAT
•
•
Learning that Matters
Bob Dean CPA
MBASTRAT
•
CFF
COMPLEX
•
Learning to Live with Complexity & Positive Disengagement
Rita McGrath
Twitter 101: Changing Your World 140 Characters at a Time
Bill Sheridan CAE
LINK101
•
LinkedIn 101: The Basics - and Beyond
Bill Sheridan CAE
•
•
•
TWIT101
•
SOMELEAD
•
Using Social Media for Lead Generation
Andrew Rose
BRANDID
•
Who Are You? Creating and Marketing a Brand Identity for Yourself
NEW
Greg Conderacci
WHAT
•
Greg Conderacci
MLSFOUND
•
Bob Dean CPA
MLSIMMER
•
Bob Dean CPA
MSBP
•
Alan Patterson
MWMTC
•
Measure What Matters to Customers: Using Key Predictive Indicators
Ronald Baker CPA
NAVIPLAN
•
Navigating the Plan when the Plan Keeps Changing: Nimble Goal
Setting and Vision
PELTPSTW
•
Jeffrey Magee Dr.
DITFIN48
•
William Eskin CPA
PESPM
•
Jeffrey Magee Dr.
FIN48
•
FIN 48
William Eskin CPA
CHALCFO2
•
TTCR
•
Tax Talk -Crowd-Source Research
Jody Padar CPA, MST
NETBD
•
Practical Networking and Business Development for CPAs
Andrew Rose
WINPLAN
•
Preparing a Winning Business Plan
POPI
•
Pricing on Purpose (for Industry)
Ronald Baker CPA
CHALCFO5
•
ASTRE
•
Samuel Dergel
PYOB
•
Providing Your Own Bailout
BEEFT
•
Samuel Dergel
SSSBC
•
Greg Conderacci
COMEDY
•
BOOTCAMP
•
Andrew Rose
MBSN
•
SPRETRET
•
Sole Proprietor’s Retreat
Ronald Baker CPA
COMEHOME
•
SOPF
•
Strategic and Operational Planning and Forecasting
SPF
•
Strategic Planning Facilitation: Developing the High Performance
Organization
•
•
•
•
TAX
TEAM BUILDING
888-481-3500
99
INSTRUCTOR
TE AM B UI L DI NG (CONT.)
ID
MMMSTSM
WEBCAST
COURSE NAME
ON-DEMAND
AVAILABLE FORMATS
SEMINAR
WEBCAST
ON-DEMAND
ID
SEMINAR
AVAILABLE FORMATS
COURSE NAME
INSTRUCTOR
•
Chris Zervas
GSO
•
Organizational Productivity - Practical Strategies for Getting and
Staying Organized
Ray Perry
OTPM
•
Project Management - Delivering Results On Time and Within Budget
Ray Perry
Slaying the Energy Vampires ‚Äì And Boosting Your Performance
Greg Conderacci
COMHOME2
•
COMHOME3
•
DPWCIY
•
Lowell Wightman
DFS
•
Samuel Dergel
BESTTIME
•
Courtney Kirschbaum
ETP
•
Alan Patterson
TMPL
•
Steve McClatchy
HPO
•
Organizations
Alan Patterson
CLOUD
•
Work from the Beach if you’re in the Cloud
Jody Padar CPA, MST
IOBV
•
Alan Patterson
IMPROV
•
Leadership Improv - Why “Fake It Until You Make It” Works
Greg Conderacci
LFMO
•
Lin Kroeger
LMPN
•
Leadership: Motivation -- The Power of Needs, Styles and Ownership
Lin Kroeger
LMTB-4
•
Leading, Mentoring and Team Building
GENDIF
•
Sheila Birnbach
SERVGROW
•
Jeffrey Magee Dr.
SERVPROF
•
Term World
Jeffrey Magee Dr.
DFR
•
Ray Perry
TBEL
•
Ray Perry
TLLC
•
Team Leadership and Leading Change - Get it Right and Make it Last
Steve McClatchy
MBALEAD
•
•
•
TIME MANAGEMENT
AVOIDDM
•
Sheila Birnbach
CALM
•
Calm in the Midst of Chaos: Techniques & Tips for Managing Stress
Levels During Busy Times
DAWDA
•
Do It All Without Doing it All
Jody Padar CPA, MST
EFFMEET
•
Effective Meetings
Courtney Kirschbaum
ENERGY
•
•
High Performance Time Management: Boosting Your Personal Energy
Greg Conderacci
HPO
•
•
Organizations
Alan Patterson
PLANMEET
•
Susan Katz
TMIP
•
Managing Multiple Priorities - The Discipline of Getting Things Done
Ray Perry
100
•
•
SLAY
•
•
TRUST
COT8
•
Champions of Trust
Greg Conderacci
FCCFO
•
Leap
Alan Patterson
FCCFO-W
•
Alan Patterson
CNCC
•
Performance
Alan Patterson
IOBV
•
Alan Patterson
BTRC
•
Steve McClatchy
BDCAMP
•
Turning Trust into Value: Business Development Boot Camp
Greg Conderacci
•
•
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Course Catalog - The Business Learning Institute

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