Finance Professionals in Industry

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Upcoming Events

Moving Beyond Diversity to Foster Inclusion in Finance

December 22, 2020

Diversity and inclusion in finance aren’t new concepts. It’s long been a top priority for leaders in our profession, and in this year of uncertainty, we need new ideas and diversity of thought to re-imagine the path forward. The tragic events of 2020 have revealed the disparities that were hidden in plain sight — workplaces included. These events have challenged us to recognize that a checklist approach to diversity is not enough to achieve meaningful change.

  • business and industry
  • diversity
  • practice management

2020’s Best Advice for CFOs

January 01, 2021

CFO publishes more than 200 columns from experts, consultants, and finance chiefs of operating companies each year. Of the wealth of advice our authors dispensed during 2020, we assembled some of the best from 10 articles published during the year. These pieces not only struck a chord with readers, but they have also aged well as we enter 2021.

  • business and industry
  • coronavirus

Finance Bots: Overcoming the Hesitation

January 06, 2021

Many finance and accounting teams, under immense pressure and facing resourcing challenges stemming from the pandemic, are turning to automation for answers. The automation space, which grew at a compound annual growth rate of 30% from 2017 through 2022, must now also contend with COVID-19 as an accelerant. While intelligent and cognitive automation is now on the scene, robotic process automation (RPA or “bots”) remains an essential steppingstone in bringing automation into an organization’s operations — and one that stands to yield significant advantages and benefits.

  • business and industry
  • technology and cybersecurity

Labor Department finalizes rule on employee vs. independent contractor status

January 06, 2021

The U.S. Department of Labor issued a final rule Wednesday to clarify the standard for determining whether a worker should be considered an employee or an independent contractor. The rule is one of many contentious regulations that the Trump administration has been rushing to finalize in its waning days and is likely to have an impact on labor relations, pay scales and benefits for workers. It also has an impact on the taxes they pay and whether taxes need to be withheld from their paychecks or simply reported on a Form 1099 and sent to them before Jan. 31. More companies in recent decades have been classifying their workers as independent contractors as opposed to full-time employees to save on salaries and benefits, and that trend has only accelerated in recent years with the growth of the gig economy.

  • business and industry
  • career resources
  • practice management
  • advocacy - federal
  • federal tax

5 tactics to plan your way through the pandemic in 2021

January 01, 2021

Regulators in several countries approved vaccines, and immunisation against the coronavirus started in December. The vaccines have shown to be highly effective in clinical trials, but the pandemic is not expected to subside for several months. To plan for pandemic uncertainty and risks in 2021, speakers at the Controllers Council roundtable suggested to...

  • business and industry
  • coronavirus
  • practice management

SBA and Treasury reopen Paycheck Protection Program

January 11, 2021

The U.S. Small Business Administration and the Treasury Department relaunched the Paycheck Protection Program on Monday to new borrowers, prioritizing loans from community lenders. The program, funded with $284.5 billion thanks to the latest stimulus package passed by Congress late last month, opened Monday to so-called “first draw” PPP loans for those small businesses who didn’t take advantage of the program last year. “Second draw” PPP loans will be available starting Wednesday. Initially only community financial institutions will be able to make the first-draw and second-draw loans, but the SBA and the Treasury said Friday that the program would be open to other lenders shortly thereafter.

  • business and industry
  • coronavirus
  • practice management
  • federal tax

Cases in Corporate Ethics: Discuss Real Life Conflicts

Your Computer!

Jan 15 9:00am - 1:00pm

4.00 Credits

We introduce new case selections to this seminar every year. Past cases have included these issues:Can you protect the public interest without violating our profession's confidentiality rules?How can a corporate world CPA get in trouble with their board of accountancy?Is a culture of fear and intimidation particularly susceptible to corporate fraud?How can using the CPA credential get a corporate accountant in trouble?Is exaggerating your CPE hours a violation of our professional codes of conduct?What are your options when your employer is clearly breaking the law?Does any legislation provide effective Whistleblower protection?Discussion Leader(s) John L. Daly, MBA, CPA, CMA, CPIM

Office 365 SharePoint Fundamentals

Your Computer!

Jan 15 9:00am - 11:00am

2.00 Credits

The major topics that will be covered in this course include:Orientation to SharePoint OnlineAnatomy of a SharePoint siteHow to create a SharePoint siteUnderstanding document librariesUnderstanding custom listsSharePoint and OneNote app integrationSharePoint and Teams app integrationUnderstanding site permissionsIntroduction to site settingsDiscussion Leader(s) John H. Higgins, CPA.CITP

Guide to Cyber Security Planning

Your Computer!

Jan 15 9:30am - 11:30am

2.00 Credits

Privacy and data securityScams and fraudNetwork and website securityEmailMobile devicesEmployeesFacility and operational securityPayment cardsIncident response and reportingSecurity policy developmentDiscussion Leader(s) Garrett Wasny, MA, CMC, CITP/FIBP

Excel: Formatting Spreadsheets for Beginners

Your Computer!

Jan 15 11:30am - 1:30pm

2.00 Credits

The major topics that will be covered in this class include:Cell formatting basics (fonts, fill, borders, alignment, numbers)Using quick formatting tools (Cell Styles, copy & pasting, cell formats)Printing your spreadsheets (page layout, printing to paper and PDF)ÿCreating and using templatesCreate a Default layout (Workbook, sheets, settings)Discussion Leader(s) Bryan L. Smith, CPA.CITP, CISA

Leadership Skills for Peak Performance in 21st Century

Your Computer!

Jan 15 12:00pm - 2:00pm

2.00 Credits

You will learn strategies and tactics to:Give feedback to get desired resultsBuild self-confidenceCommunicate powerfully Develop othersEngage your employees by understanding their personal motivatorsLead through periods of changeDiscussion Leader(s) Julie G. Holunga, MBA, CPCC, ACC and Stephanie Wachman

QuickBooks ONLINE: Monthly Closeouts and Year-End Cleanups

Your Computer!

Jan 15 12:30pm - 2:30pm

2.00 Credits

The major topics that will be covered in this class include:The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation.ÿLearn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit. Discussion Leader(s) Dawn W. Brolin, CPA, CFE

A/R and A/P: Effective Management Techniques

Your Computer!

Jan 15 1:00pm - 3:00pm

2.00 Credits

Leverage technology to manage A/R and A/PStructure A/R to provide your organization a strategic advantageTen ways to collect your moneyMake A/P a tool to enhance your Supply Chain's potentialUse bench marking metrics to manage and track the effectiveness of A/R and A/P in cash managementÿDiscussion Leader(s) Richard A. Karwic, MBA

Surgent's Small Rudders that Turn Large Ships - The Secrets of Today's Successful Accounting Leaders

Your Computer!

Jan 15 1:00pm - 3:00pm

2.00 Credits

Increase productivity and profitability Communicate better and resolve conflict Learn teamwork principles in today's changing accounting workplace Motivate yourself and your team Discussion Leader(s) Jane Boucher

Office 365 Teams App: Start Transforming Your Organization

Your Computer!

Jan 15 1:30pm - 4:30pm

3.00 Credits

The major topics that will be covered in this course include...Orientation to the Teams app and how it can transform the way your organization communicates, collaborates and shares knowledgeIntroduction to the various Teams apps: desktop, browser and mobileComposing messages from A to ZAttaching files, links and other content to your conversation postsSearching your Teams postsWorking with SharePoint files in TeamsDiscussion Leader(s) John H. Higgins, CPA.CITP

Employment Law Update: Reducing Employer Liability

Your Computer!

Jan 15 2:30pm - 6:30pm

4.00 Credits

Topics Discussed - Employment issues related to social media, e-device and bring your own device (BYOD), internet use, and website contents - Wrongful termination, at-will employment, constructive discharge and retaliation - Dealing with whistleblowers in all types of organizations - Factors that lead to employers being sued for multi-million dollar verdicts in favor of former employees - Using a risk assessment tool to assess employment claim exposuresDiscussion Leader(s) Jonathan Ingber

Find the right groups for you.

CTCPA groups and committees are a fantastic way to engage in peer-to-peer discussion, learn about hot-button issues, trends, and standards, and network with other CTCPA members.