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CGMA Essentials Product Catalogue

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

Newly added! Embracing Diversity and Enhancing Inclusion

Diversity and inclusion issues impact our work environment, staff productivity and staff retention sapping management energy and financial resources. What can we do to improve D&I within ourselves and by extension our organisations?

Instructors: Annette Stalker, CPA, CGMA, CFF and Carol Carden, CPA, ABV

Duration: 75 minutes

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Newly added! Fraud & Money Laundering: Interrelationships & Case Studies

This session will cover money laundering and fraud from different perspectives. Case examples will be used to illustrate the challenges facing the financial institutions.

Instructors: Chris Rowland, CPA, CAMS and Josh Johnston, CPA, ABV, CFF

Duration: 75 minutes

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Newly added! Hard Sell, Hard Fall: The Wells Fargo Phony Accounts Debacle

Get the inside story of how the Los Angeles Times brought to light the unrelenting sales pressure that led Wells Fargo bankers to open millions of unwanted bank and credit card accounts, resulting in hundreds of millions of dollars in fines and settlements and the exit in disgrace of the bank’s long-time chairman and chief executive.

Instructor: E. Scott Reckard

Duration: 75 minutes

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Newly added! Trends and Tricks in eDiscovery

This session will discuss the latest trends and tricks in eDiscovery practices. You will learn about recent case law and how it impacts eDiscovery practices and walk away with best practices and an understanding of new technology available.

Instructors: Kevin Gaunt, JD and Chris McDaniel

Duration: 50 minutes

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Newly added! Navigating the Fraud Landscape

This session will focus on best practices and guidance available for building your fraud program.

Instructor: James Grimes, CIA, CFE, MBA

Duration: 75 minutes

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How to Build a Social Media Strategy That Works

Social media is an ever-growing tool. Used correctly, it can be a powerful way to foster relationships, increase brand awareness and develop thought leaders. Learn tips and tricks to get yourself or your organisation started and on the way to becoming social media stars.

Instructors: Rumbi Bwerinofa-Petrozzello, CPA, CGMA,  CFF, CFE and Elizabeth Rock

Duration: 75 minutes

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Valuation and Forensic Accounting Issues in Estate Litigation in Canada and the United States

This video session will provide attendees with examples of the valuation and forensic accounting issues which arise in estate litigation in Canada and the U.S.

Instructors: Peter Weinstein, CPA, CA, IFA, CBV, CFF, MBA; Hubert Klein, CPA, ABV, CFF, CGMA, CVA, CFE and Brian Cohen, LL.B.

Duration: 50 minutes

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Fraud Schemes Exposed – Behind the Curtain

This session will explore specific frauds schemes and how they were uncovered.  You will learn about fraud cover-up and detection techniques.

Instructors: Bradley Preber, CPA, CGMA, CFF, CFE, CCA and Steve Richards, CPA

Duration: 50 minutes

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Internet Search Tips for Assets

We will cover the six reasons of when, where and why to conduct an asset investigation, and what resources, both online and offline are most beneficial to locating leads or content relevant to your research.

Instructor: Cynthia Hetherington, MLS, MSM, CFE, CII

Duration: 50 minutes

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Communicating in a Multicultural Environment

Using insightful diagrams, powerful anecdotes and an experiential exercise, this presentation analyses the root causes of typical misunderstandings between culturally different clients and accounting service providers to suggest practical solutions.

Instructor: Lionel Laroche

Duration: 50 minutes

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Advancing your Career

This course will deliver real-life success stories, as well as failures, from three women who have created their own career path through entrepreneurship. All from very different backgrounds including SMB, Mid-Size Orgs, and Enterprise corporations, each will tell their story and give tips on what you can do to develop a better network, create your own niche within your organisation and effectively promote yourself.

Instructors: Dorri McWhorter, CEO, YWCA Metropolitan Chicago, Marney Reid, Global Program Manager, Medtronic Advanced Energy, Leslie Shiner, MBA, and Kacee Johnson, Founder, Blue Ocean Principles  

Duration: 50 minutes

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Career Turning Points

During this video, you will learn what experts have discovered over the past thirty years with respect to career navigation for women in the professions.  There are specific ways in which we can support women leaders through three critical career stages of launch, sustaining momentum in mid-career, and the transition into executive leadership.

Instructor: Kathleen Grace, MS

Duration: 50 minutes

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Planning for Self Care 2018

The self-care seminar is focused on how managers, leaders, and business owners incorporate taking care of their mental, physical, and financial health to ensure optimum performance in addition to ensuring employees are as well

Instructor: April Day

Duration: 50 minutes

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Mom, Mentor, Manager… Maniac

This session will provide strategies to maximise your “mom-ness” while developing a stellar career as a finance or accounting professional, participating in profession-related extra-curriculars and not ending up in the insane asylum.

Instructor: Lindsay Stevenson, CPA

Duration: 50 minutes

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Talent Identification and Performance: Building a Championship Team

Recent studies show the engagement levers that leaders must be aware of and actively pursue to attract and retain top talent. This course is designed to help leaders learn about staff performance drivers and easy to apply techniques for engaging, motivating, and developing their employees.

Instructor: Jennifer Shirkani

Duration: 50 minutes

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An Actors Guide to Public Speaking

Learn tactical steps that will help give you the edge you need to be a selected speaker for a top conference, start your coaching business, or present your pitch in a believable manner.

Instructor: Misty Megia

Duration: 50 minutes

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What They Say When You’re Not There: Managing Your Professional Reputation

What are your internal and external customers saying? Do they want to work with you or do they feel that they have to? Take control of your reputation by knowing how you are perceived and managing what you put in front of others.

Instructor: Shari Harley, Founder and President, Candid Culture

Duration: 75 minutes

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Managing Other Humans: Up, Down & Eyeball to Eyeball with your Tribe

During this session, you will learn about how to make your feedback more “hearable,” in order to successfully motivate and influence your employees and peers.

Instructor: Marianne Fleischer, MA
Duration: 50 minutes

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Step Away From the Wall: Networking When You Are The New Guy (or Girl)

First impressions are important, but networking with strangers can be downright frightening. Once you have mastered how to network with strangers, you will have a valuable skill in your professional toolbox.

This session will explore some of the reasons why networking can be scary, and will provide tips and tricks for overcoming your fears and becoming a networking pro.

Instructor: Bobby Schroeder, CPA
Duration: 75 minutes

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Dealing with Difficult People - Finding the “Win Win”!

This session will be a discussion on conflict management, the reason why, and the mindset and behavioural changes to facilitate mutually beneficial outcomes.

Instructor: Nigel Franklyn, Vice President, Financial Reporting, The Prudential Insurance Company of America
Duration: 50 minutes

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The Interpersonal Side of M&A: Why the people involved in the transaction don't always behave

Mergers and Acquisitions continue to represent a popular method for achieving shareholder value. Why, then, do so many deals not go as planned or fail entirely? Watch this session to understand the "problem" with every M&A transaction: the people.

We'll discuss buyer and seller profiles and review 6 specific M&A transactions, ranging from Small Cap to Large Cap companies - public and private. The session will conclude with several practical takeaways.

Instructor: Terry Hill, Managing Director, Advisory Services, BPM

Duration: 75 minutes

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Creating Positive Change

Ilene Gordon will share her experiences transforming a 100-year-old company into a leading global enterprise for the future. A pioneer in board gender diversity, Ilene has successfully built a strong, diverse board that has worked with 

Ingredion's management team to continue enhancing the business, keeping it relevant as consumer preferences and demands evolve.

Instructor: Ilene Gordon, President and CEO, Ingredion Inc

Duration: 50 minutes

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The Path to Creating Work-Life Harmony

AI, Machine Learning, Blockchain...with the constant evolution of technology swirling around us, we are now able to connect real time with others more than ever before in history.

However - this constant level of connection doesn't necessarily mean we are more fulfilled, creative or productive. Discover how to utilise creative outlets that feed your soul to be more innovative in your practice and create a better workplace for your team.

Instructor: Amy Vetter, CGMA, CPA, CITP

Duration: 50 minutes

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Lead Like a Legend: How to Master Your Influence

Explore the common characteristics of legendary leaders and learn how to incorporate those traits into your own leadership style during this engaging and humorous session.

Instructor: Mary Engel, Founder and CEO, The Management Coach

Duration: 75 minutes 

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Anti-Fraud Controls

Fraud is a risk to every organisation and anti-fraud controls can help mitigate fraud losses. This session will help you develop and enhance your anti-fraud program.

Instructor: Jeff Aucoin, CPA

Duration: 50 minutes

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Leading from the Middle

If you are a leader of managers, you have to influence peers, successfully manoeuvre partnerships and master politics both above and below you within your organisation.

This session will help you gain a better understanding of what it means to lead from the middle and discuss practical ways you can apply this in your role.

Instructor: Joe LaDuca, SVP Controller

Duration: 50 minutes

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CGMA Toolkit

In this session you will learn how to turn your department into an efficient value adding group and stop the notion of being strictly a cost centre. You will also learn how to facilitate gathering ideas to improve efficiency and remove waste.

Instructor: Byron Hebert, CPA, CTP

Duration: 75 minutes

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The Role of Finance in Strategy Execution & Business Innovation

A balanced approach to strategy development, execution, and business innovation is essential to achieve sustainable growth and profitability. Finance is in a great position to work cross-functionally to build a strong pipeline of business innovation.

Instructor: Ted Delgado, North America Controller, The Hershey Company

Duration: 75 minutes

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Diving into Disruption

Be taken through a journey from what typical AR looked like 5 years ago, to what it looks like today: digital presentment, automated reconciliation, faster payments, portal functionality and happier customers, and how to get there.

Instructor: John McLeod, CPA, VP Marketing, VersaPay Corporation

Duration: 50 minutes

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Dynamic Finance Talent to Lead Positive Change

Finance is in a unique position to provide solid leadership that connects the dots in an era of unprecedented data abundance in fluid business conditions.

Instructor: Ted Delgado, North America Controller, The Hershey Company

Duration: 100 minutes

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Women in the Profession: Motivate, Retain and Succeed

In this session we will discuss how to motivate, retain and train women in the accounting and finance professions for success.

Instructor: Nina Chmura, CPA, Partner, Withum Smith and Brown

Duration: 50 minutes

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Maximising Impact through Data Analytics

In this session, Vishal Majithia will share examples of use cases based on his past and present experiences to demonstrate the process of data analytics and its benefits. He will also discuss the types of data that can be leveraged in data rich controller functions.

Instructor: Vishal Majithia, Director of Data Analytics, Prudential

Duration: 75 minutes

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Business Partnering

In this session, James Waddell will share his views of partnering within and outside of Finance including thoughts on changing CFO priorities in the digital age, synergies between strategy and partnering, a proven partnering framework, practical tools and techniques.

Instructor: James M. Waddell, MBA, CIA, Corporate Controller, Bose Corporation

Duration: 75 minutes

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Thriving in Disruptive Times

From the future of audit to the evolving role of finance, learn about the current state of the accounting profession and opportunities that build on our strength to drive a dynamic future.

Instructor: William Reeb, CPA, CGMA, CITP

Duration: 75 minutes

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Fireside Chat with Thomas "Mack" McLarty: An Auto Dealer in a Changing Environment

Learn about being an auto dealer in a changing environment, operations in foreign countries, and private equity issues.

Instructor: Thomas F. McLarty, III

Duration: 50 minutes

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Recruit and Retain Top Talent in a Multi-generational Workforce

Learn how to keep your dealership accounting department running smoothly, with a focus on building a recruiting plan with a retention strategy that transcends our multi-generational workforce.

Instructor: Suzanne Malo, Director of Executive Search, DHG

Duration: 50 minutes

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ExxonMobil's Outlook for Energy: A View to 2040

In this session, learn about global and regional energy trends. Hear firsthand from an Exxon Mobil Manager about the implications of technology on energy outlook.

Instructor: Robert E. Gardner, Manager, Economics & Energy Division, Exxon Mobil Coropration

Duration: 50 minutes

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Evolving Perspectives of ERM

Learn about the growing need for ERM, as well as the challenges and potential solutions for optimising an ERM framework.

Instructor: Charlie Wright, Director, Enterprise Risk Solutions, BKD CPAs and Advisors

Duration: 75 minutes

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Digital Labor

Learn more about robotics automation process (RPA) and how companies are leveraging it to drive significant value in their organisations.

Instructor: Angela Gildea, Principal, KPMG

Duration: 50 minutes

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Geopolitical Outlook 2018

Get an overview of the market-relevant geopolitical outlook for 2018 rooted in the dominant trends of 2017 as well as long-term structural trends, US policy, new European administrations, and the rotation of geopolitical risk to Asia Pacific.

Instructor: Matt Gertken, Associate Vice President, BCA

Duration: 75 minutes

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Preparing for IPO

Get an overview of the IPO process, common issues that first time issuers face and tips for successfully navigating an IPO.

Instructor: Mollie Duckworth, Partner, Baker Botts LLP

Duration: 50 minutes

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City Garage: Economic Impact through Entrepreneurship

Explore Sagamore Ventures’ goals of promoting economic development, improving the skilled labour force and building wealth in their community through investment and strategic partnerships. Leading Change and Business Partnering.

Instructor: Demian Costa, Managing Partner, Sagamore Ventures

Duration: 75 minutes

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Navigating Global Trade

Gain a basic understanding of the technical issues surrounding global trade compliance and planning, such as tariff classification under the Harmonized System and customs valuation under the WTO Valuation Agreement.

Instructor: Damon V. Pike, President, The Pike Law Firm P.C.

Duration: 75 minutes

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Implementing VAT in the Gulf Cooperation Council (GCC)

The implementation of this new tax system by the GCC is a significant shift in tax policy for the region. This webcast will help you understand how the VAT introduction will impact business operations.

Instructor: Alex Baulf, Associate Director International Indirect Tax, Grant Thornton UK LLP

Duration: 100 minutes

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Overview of the New Goods and Services Tax (GST) in India (audio)

Effective July 1, 2017, India experienced significant indirect tax reform which resulted in the implementation of a nationwide Goods and Services Tax (GST). This session will review the background and details of India's GST, including key compliance issues and related planning opportunities.

Instructor: Dr. Shrikant Kamat, Indirect Tax Partner, BDO India

Duration: 100 minutes

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How to Grow Your Practice in a Changing Environment: Technology and Generational Impact (audio)

Does 50% of your clients consist of multicultural, women and millennials? If not, you may be leaving a significant portion of your potential clients out of your prospecting. The changing face of the world has created a huge challenge but a great opportunity for many businesses. Technology is playing a critical role and defining new rules of engagement.

Instructor: Tariq Khan

Duration: 60 minutes

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2017 COSO ERM Framework: Updated, Revised & Improved (audio)

Get a first-hand account from the Chairman of COSO about revisions made to the COSO ERM framework, released this fall.

Instructor: Robert B. Hirth, Jr., COSO Chair

Duration: 60 minutes

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Trends in Business Technology

Learn about technology trends for general business, enterprise, content management and tax as well as recommendations on what steps, if any, you should be taking.

Instructors: Robert Green, CPA, CITP, CGMA; Lauren Kovar, CPA, CITP, CGMA;  and Steve Ursillo CPA, CITP, CGMA, CIA, CFE, CISA, CISM, CISSP, CGEIT, CRISC

Duration: 100 minutes

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Transformative Leadership in Finance (video)

Learn how to move from the role of an organizational “scorekeeper” to a true value partner and identify the leadership skills needed to transform the finance team and the overall business.

Instructor: Marco Cacciatore, MBA

Duration: 75 minutes

Leading Change and Business Partnering (video)

With the ever-changing competitive and regulatory landscape, shifting focus is critical to continued success. How do we transform our role as finance partners and make the shift to driving execution and enabling performance? This session outlines an approach to becoming better business partners while driving transformational change.

Instructor: Jennifer Reilly, CPA, CGMA

Duration: 75 minutes

Advising through Business Analytics (video)

The Data Science team at MassMutual was built to fulfil a mission of efficient data-driven decision making through cutting-edge science and applied research. Learn how they do it.

Instructor: Peng Wang, Ph.D., MS, AVP

Duration: 75 minutes

Setting OKRs and KPIs: Measuring What Matters (video)

Learn how companies like Google, LinkedIn and Spotify have led changes in performance measurement that utilises shorter time buckets and takes strategic measurement down to the team and individual level.

Instructor: Brett Knowles, MBA, CMA

Duration: 75 minutes

Economic and Financial Markets Overview (video)

Listen and connect what is happening in the U.S. economy and markets to your business model.

Instructor: Cliff Noreen

Duration: 75 minutes

AI and the Impact it will have on FP&A (video)

This session will provide an overview of machine learning, artificial intelligence and the impact it will have on financial planning and analysis in the short and long term.

Instructor: Chris Ortega

Duration: 50 minutes

Communicating Finance to Non-finance Leaders (video)

Learn strategies to better influence and collaborate with non-financial business leaders.

Instructor: Clinton Satyavelu, DBA, MBA

Duration: 50 minutes

How the ERM Process Helps Guide the Overall Strategy-Setting Process for an Organization (video)

Learn how to implement an ERM process along with common advantages and pitfalls of ERM in the strategic planning and budgeting process.

Instructor: Roopa Baboota, CPA, CA

Duration: 75 minutes

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

Gain awareness of Microsoft's investments in Excel and how you can use them to better your career.

Instructor: Rob Collie

Duration: 75 minutes

Implementing Rolling Forecasts in Your FP&A Process (video)

This session shows you how to create a forward-looking FP&A process anchored by a proactive rolling forecast approach.

Instructor: Steve Player, CPA, CGMA

Duration: 75 minutes

Office 365 and Excel for Analysts (video)

In this session, attendees will learn about some new and existing analytics features provided by Microsoft Excel.

Instructor: Joseph McDaid, CA

Duration: 50 minutes 

Talent Development for FP&A in the New Normal (video)

This session will cover the new workplace realities and how leading organisations are building exceptional and thriving workplaces. Talent development linked to your organisation’s strategy can be used to increase engagement and productivity.

Instructor: Tom Hood, CPA, CITP, CGMA

Duration: 75 minutes

Incorporating Best Practices in Project Management for a Successful System Change (video)

This session will provide the tools necessary to quantify the resources needed to identify what may be needed to help your department or firm operate better without dropping your day-to-day responsibilities, and then develop and execute a plan to achieve that goal.

Instructor: Janet Kushner, CPA, CGMA, PMP

Duration: 75 minutes

Get Informed not Overwhelmed (video)

Explore key principles for accounting professionals shared by some of the top business strategists. Start by asking the hard questions to be prepared for successful change management.

Instructors: Kalil Merhib and Samantha Mansfield

Duration: 75 minutes

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Tech Update (video)

Learn about everything from applications to hardware innovations to cloud to collaboration and security issues. Discover technology tools that can help your organisation.

Instructor: Randolph P. (Randy) Jonhnston, MCS

Duration: 50 minutes

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Project Management Systems, Finding the Holy Grail (audio)

Learn high level perspectives, unique insights, and specific ways to make your technology projects successful.  Take home tool suggestions and best practices to plan, execute, and document your work.

Instructors: Jose Antunes, David Mills

Duration: 75 minutes

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Data Analytics and Visualization (video)

Learn about trends in data analytics and visualisation techniques and how to apply them in your organisation.

Instructor: Tim Glover, CPA, CA, CMA

Duration: 50 minutes

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Driving Radical Change (audio)

Accounting professionals are the best prepared to understand, chart a path and drive radical change because of their intimate understanding of holistic cause and effect in a business context. In this session participants will be introduced to models, tools and new ways of thinking that complement and amplify their current skill and mindset to help them drive radical change within their organisation.

Instructor: Tim Glover, CPA, CA, CMA

Duration: 50 minutes

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Office 365 Collaboration tools: What’s New (audio)

An introduction to models, tools and new ways of thinking that complement and amplify your current skill and mindset.

Instructor: Steve Noel, Executive Director, Cloud-IT

Duration: 50 minute

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Fail Safe Strategies to Conquer Conflict at Work (audio)

Learn the fundamental causes of interpersonal conflict and how to resolve them.

Instructor: Mary Legakis Engel

Duration: 50 minutes

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The Evolving Role of the CFO (audio)

Join nonprofit leaders to identify, analyse and discuss the many fiscal and related challenges facing nonprofit Chief Financial Officers today.

Instructors: Amy West, CPA, CGMA and Ron Reis, CPA, CGMA

Duration: 75 minutes

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Enterprise Risk Management (ERM): An Evolving Process (audio)

Explore the evolving ERM process, including insight into the newly released COSO ERM Framework.

Instructors: Karen Schuler; Adria Perez, JD; and David Wheeler

Duration: 75 minutes

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Top 10 IT Risks Facing Not‐for‐Profit Leaders (audio)

Discover the top 10 IT risks facing nonprofit leaders today.

Instructors: Karen Schuler and Ricardo Trujillo, CPA, CITP

Duration: 75 minutes

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Power-Up Your Presentations with Generally Accepted Awesome Accounting Presentations (GAAAP) (audio)

Learn essential PowerPoint dos and don’t’s and before-during-after presentation skills to develop compelling and useful presentations.

Instructor: Jennifer Elder, CPA, CGMA, CFF, CIA, CMA

Duration: 75 minutes

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Nonprofit Risk Watch: Emergent Hazard and Operational Risks and Practical Solutions (audio)

Hear an industry veteran's real-world look at emergent hazard/operational risks and practical solutions.

Instructor: Scott Konrad

Duration: 75 minutes

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Staying Ahead of Financial Fraud for Nonprofits (audio)

Learn about current threats and how to establish and adhere to prudent policies aimed at reducing your organisation’s vulnerabilities against wire, computer and employee fraud.                 

Instructor: John Mulvaney, Jr. CPA

Duration: 75 minutes

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Finding Your Inner Extrovert: Communication Skills for Accounting Leaders (audio)

Learn specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership.

Instructor: Jennifer Elder, CPA, CGMA, CFF, CIA, CMA

Duration: 75 minutes

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Hooked on Metrics (audio)

Delve into the analytics behind benchmarking nonprofits.

Instructor: Bob Mims, CPA, CGMA

Duration: 75 minutes

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The Importance of Diversification in the Workplace (audio)

Learn about trends, factors and strategies related to recruiting and retaining a diverse workforce, and how achieving workforce diversification supports your organisation's strategic mission.

Instructors: Laurie De Armond, CPA and Michael Forster, CPA, CGMA

Duration: 75 minutes

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The Top 7 Characteristics of Successful C-Suite Leaders (video)

Explore the top seven core competencies shared by successful C-suite leaders. Learn how these executives from CEOs to CFOs to CSOs must demonstrate agility to achieve sustained leadership excellence. 

Instructor: Larry Bienati, PhD, CEO
Estimated duration: 75 minutes

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Prevent Cyber Attacks: What Accounting Professionals Need to Know (audio)

Learn proven strategies to leverage existing resources and dramatically increase your organisation’s cybersafety.

Instructor: Michael Foster, CISA, CISSP, PCI CSA
Estimated duration: 75 minutes

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Sustainable Water Impact & Management (video)

Learn the role of corporations in effectively and efficiently managing water resources through best practices, project finance, technology innovation, and navigating the nexus of water, energy, waste, and agriculture.

Instructor: Bill Brennan
Estimated duration: 50 minutes

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Managing Decentralized Workforces (audio)

Explore the latest collaboration and communication technologies to improve decentralized team performance as well as learn how brain science can guide working effectively with remote team members.

Instructor: Dan Griffiths, CPA, CGMA
Estimated duration: 75 minutes

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Preventing White Collar Crime (video)

Learn how to stop white collar crime before it starts with prevention protocols, procedures and tips to identify the warning signs of fraud.

Instructor: Jeff Lanza, MBA
Estimated duration: 75 minutes

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Backpack to Briefcase: Millennials in the Workplace (audio)

Millennials have changed the workplace. Learn how to develop onboarding programs to recruit and retain the best talent.

Instructor: Terry J. Arndt, MBA
Estimated duration: 50 minutes 

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Evolution of FP&A: Past, Present and Future (video)

Dive into the critical business needs driving change in the financial planning and analysis function and how you can meet them head on.

Instructor: Debbie Jacobs, CMA
Estimated duration: 75 minutes 

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FP&A 2020: The Digital Finance Function (audio)

The impact of digital technologies on FP&A represents an opportunity for you to deliver more insight and tangible business value while becoming a catalyst for growth. This session will describe the future of FP&A in a digital world.

Instructor: David Axson
Estimated duration: 50 minutes 

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Avoiding Pitfalls of Software Selection (audio)

Walk through the software selection process. Learn the pitfalls to avoid and best practices that lead to success in a cloud-based world.

Instructor: Lisa Traina, CPA, CITP, CGMA
Estimated duration: 50 minutes 

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Driving Value Through Strategic Partnership (audio)

Learn practical strategies for FP&A to partner with the business to drive key initiatives and organisational change.

Instructor: Chris Landis
Estimated duration: 75 minutes

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Selecting Software in Today's Economy: Navigating New ERP (audio)

Discover steps to optimise the software evaluation process for your organisation.

Instructor: Spencer Arnesen, CPA
Estimated duration: 75 minutes

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What CFOs Need to Know About Cloud Computing (audio)

Learn how to effectively leverage cloud-based technologies, and understand how to mitigate associated risks.

Instructor: Mark Oster, National Managing Partner, Not-for-Profit and Higher Education Practices, Grant Thornton LLP
Estimated duration: 75 minutes

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Cyber Risk in Manufacturing (and Elsewhere) (video)

Learn about what is happening in cybersecurity today and what you can do for yourself and your employer.

Instructor: Jeff McNaught, MBA
Estimated duration: 75 minutes

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The New Workforce (audio)

Learn strategies to successfully build and retain a rich and diverse, multi-generational workforce.

Instructor: Rebecca Pomering, Chief Practice Officer, Moss Adams LLP
Estimated duration: 50 minutes

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A Risk-Based Approach to Cybersecurity (audio)

Explore trends and issues related to data security and practical strategies for building sound risk management programs with CGMA.

Instructor: Eric Holmquist, Managing Director, FIS RISC Solutions Group
Estimated duration: 75 minutes

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Controller to CFO: Technical to Strategy (audio)

Learn how your skill sets and strategic focus as a controller compare to those of today’s CFO, and discover how you can broaden your scope to prepare for the future.

Instructor: William Stiehl, CPA
Estimated duration: 75 minutes

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Diversity and Inclusion: Cross-Generations/Millennials (audio)

Discover 10 ways to attract, retain and inspire Millennials.

Instructors: Nina Chmura, CPA and Justin O’Horo, CPA, CITP, CGMA
Estimated duration: 100 minutes

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Joining the Dots: Being a Decision-Maker (audio)

Learn how to address common decision-making challenges through integrated thinking and by leveraging the Global Management Accounting Principles.

Instructors: Ash Noah, CPA, CGMA, FCMA, VP External Relations, AICPA and Vincent Tophoff, Senior Technical Manager, International Federation of Accountants (IFAC)
Estimated duration: 100 minutes

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The Case for Culture (audio)

An emphasis on developing and maintaining an effective and strategic company culture can have a positive impact on your bottom line and help you achieve success.

Instructor: Caleb Bullock, CPA, CGMA
Estimated duration: 110 minutes

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Evolution of Controllership (audio)

Learn how the role of controller has changed from a compiler and analyser of financial statements to a value-added business partner, with a seat at the table where strategic business decisions are made.

Instructor: William Stiehl, CPA
Estimated duration: 75 minutes 

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Don't Deliver a Thesis: Deliver an Executive Summary (audio)

Discover how to no longer be a navigator but become a co-pilot who enables the business to stay airborne and reach its destination safely delivering the business objectives.

Instructor: Ash Noah, CPA, FCMA, CGMA, Vice President, CGMA External Relations, AICPA
Estimated duration: 50 minutes 

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Women of the Global Board Room (audio)

Listen to a panel of impressive women leaders, who sit on boards of major global corporations, as they discuss how to overcome barriers women face in the boardroom.

Instructors: Leslie Seidman, CPA; Kath M Carter, CPA; Myriam Madden, FCMA, CGMA; and Leslie A. Murphy, CPA
Estimated duration: 50 minutes

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Productivity Ninja: Think Productive (audio)

Information overload is a big problem. Explore how to manage attention and focus, projects, actions, choices and habits. A Productivity Ninja™ is calm and prepared, but also skilled and ruthless in dealing with the enemy that is information overload.

Instructor: Tracy Parks, CPES, Director & Productivity Ninja
Estimated duration: 50 minutes

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Ego vs. EQ (audio)

Set aside your ego and take back the Emotional Intelligence (EQ) that keeps you connected to your workforce and grounded in the day-to-day realities of your business.

Instructor: Jennifer Shirkani, MA
Estimated duration: 50 minutes

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How to Lead and Succeed in Exponential Times (audio)

Leading change in volatile, uncertain, complex and ambiguous times can be challenging. Learn how to rise to the challenge and excel.

Instructor: Tom Hood, CPA, CITP, CGMA
Estimated duration: 75 minutes

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CFO as the Organization's Digital Architect (audio)

Delve deep into the CFO's changing role—one that that has more strategic influence and how digital technologies can enable CFOs to manage complexity while keeping costs in check.

Instructor: Peggy Krendl, Managing Director, Accenture
Estimated duration: 75 minutes

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CGMA Tools for Cost Transformation (audio)

Learn about the cost transformation model which can help you achieve a sustainable competitive advantage by adopting an obsessive focus on the customer.

Instructors: Dan Bachrach, CPA, CGMA; J. Stephen McNally, CPA, CGMA, CMA; Ash Noah, CPA, CGMA, FCMA; and Jason Young, CPA, CGMA
Estimated duration: 75 minutes

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Top 5 Items to Consider When Expanding Globally (audio)

Learn from a panel of experts who will unveil and decrypt the most-critical areas of effective planning for overseas expansion so that it realistically aligns with your business growth needs and common pitfalls to avoid.

Instructors: Gavin Backos, Director, Management Consulting, RSM US LLP; Gary Horsfall, Manager, Operations Optimization, RSM US LLP; Josh Johnson, Senior Manager, International Tax, Global Expansion, RSM US LLP; Michel Nouafo, International Household Sales at Vitamix; and Hans van Loenen, Partner, Global Expansion, RSM Netherlands
Estimated duration: 75 minutes

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When Excel-Based Analytics Detect Fraud (audio)

Learn to reduce fraud using data analytic surveillance. This audio session focuses on simple techniques to minimize risk in key areas, which can be executed using Excel-based analytics.

Instructor: Rich Lanza, CPA, CFE, CGMA
Estimated duration: 100 minutes

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Advanced Concepts in Cybersecurity (audio)

Learn about advanced topics in cybersecurity, including: centralised system management and monitoring, forensic and malware analysis, popular security testing methodologies, and software security.

Instructor: Kenneth R. van Wyk
Estimated duration: 100 minutes

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“Be the Data” – Using Easy to Access Big Data Sources Now (audio)

Learn to obtain, import and analyse data from a variety of free, internal and external sources.

Instructor: Rich Lanza, CPA, CFE, CGMA
Estimated duration: 100 minutes

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Fraud and Cash Receipts: Common Frauds and Internal Controls (video)

With a dedicated focus on areas posing the greatest risk, this four-hour video is designed to help you develop a sound and tailored system of internal control to meet the needs of your organisation.

Instructor: Glenn L. Helms, Ph.D., CPA, CISA, CIA, CFF, CITP
Estimated duration: 200 minutes

Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls (video)

This 4-hour video explores common frauds and learn how to analyse existing internal controls and consider or implement new controls to address the needs of your organisation.

Applying Cybersecurity (audio)

Gain a solid foundation in the principal issues of cybersecurity and explore practical tools and techniques to protect yourself and your organisation from cybersecurity threats.

Instructor: Kenneth R. van Wyk
Estimated duration: 100 minutes

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Anti-Fraud Controls

Fraud is a risk to every organisation and anti-fraud controls can help mitigate fraud losses. This session will help you develop and enhance your anti-fraud program.

Instructor: Jeff Aucoin, CPA

Duration: 50 minutes

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Incorporating Non-Financial Metrics in Budgeting & Planning (audio)

Learn how to incorporate non-financial metrics into our budgeting and planning process to improve your effectiveness and utilise measures of success other than profit in your performance management and compensation plans.

Instructor: Donny Shimamoto, CPA, CGMA, CITP
Estimated duration: 100 minutes

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Optimising your Budgeting Process (audio)

Not-for-profit (NFP) industry experts share best practices for effective budgeting, tips for monitoring your budget throughout the year and common budgeting pitfalls to avoid.

Instructors: Carolyn Mollen, CPA and Cheryl Olson, CPA, CGMA
Estimated duration: 60 minutes

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Cloud Systems - Is My Data Safe and Secure? (audio)

Learn the key steps that you should take when performing the appropriate due diligence review of any cloud application.

Instructor: John Higgins, CPA, CITP
Estimated duration: 60 minutes

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Innovative Leadership (video)

Hear Catherine Engelbert, CEO of Deloitte as she shares career tips and experiences—including how to say “no” followed by “yes,” and being transparent in work/life integration.

Instructor: Cathy Engelbert, CEO, Deloitte US
Estimated duration: 60 minutes

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Understanding Cybersecurity (audio)

Establish your baseline knowledge of cybersecurity and learn about common security vulnerabilities, both technical and procedural, found in today’s information systems.

Instructor: Instructor: Kenneth R. van Wyk
Estimated duration: 100 minutes

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Cracking the Confidence Code (video)

In this candid, motivational speech, Katty Kay offers up the most compelling and surprising new research from her latest book, The Confidence Code, which suggests that confidence may well be the missing ingredient for women today who are eager to find both success and satisfaction at work and at home.

Instructor: Katty Kay, Lead Anchor, Co-Author, BBC World News America
Estimated duration: 60 minutes

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From Insight to Impact - Unlocking Opportunities in Big Data and Data Analytics (audio)

Learn what this data-driven era implies for business leaders and finance professionals, what benefits can be derived from new approaches to data analytics and what role management accountants should seek within this area.

Instructor: Paul Parks, CPA, CGMA
Estimated duration: 60 minutes

Joining the Dots: Decision Making for a New Era (audio)

To secure competitive advantage for the short, medium and long term, organisations must get better connecting the most relevant information and people from across the organisation when making decisions.

Instructors: Kenneth Witt, CPA, CGMA and Gillian Lees
Estimated duration: 60 minutes

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Fix Me in the Act – Managing Unconscious Bias (audio)

This audio recording will help you manage biases in a constructive manner to obtain the highest level of inclusiveness and performance.

Instructors: Suri Surinder, Manny Espinoza
Estimated duration: 60 minutes

Look Me in the Brain – Identifying Unconscious Bias (audio)

This audio recording will help you identify personal biases which might be holding you back from true inclusiveness.

Instructors: Suri Surinder, Manny Espinoza
Estimated duration: 60 minutes

Help Me in the Heart - Understanding Unconscious Bias (audio)

This audio recording will help you understand the full scope of what unconscious bias entails, where it comes from, and the areas of business it impacts.

Instructors: Suri Surinder, Manny Espinoza
Estimated duration: 60 minutes

Emerging Enterprise Intelligence & Big Data (video)

Get a different take on the impact of the global data transformation on society, organizations and individuals. This video is a survival guide for the established power structure.

Instructor: Alfred Fasola
Estimated duration: 50 minutes

Make Networking Work – The Skills of Great Networkers (video)

In this highly engaging session, nationally recognized speaker and author Todd Cohen will take you through the 29.5 steps of networking and share how the best networkers make it work for them.

Instructor: Todd Cohen
Estimated duration: 50 minutes 

Building Your Culture of Innovation (video)

Make sure your efforts to build a culture of innovation are valuable, by focusing not only in incremental improvements to existing products and services, but in true product and service breakthroughs, cost reductions, efficiency improvements, and/or new partnerships and joint ventures.

Instructor: Bill Swedish
Estimated duration: 50 minutes

Integrated ERM (audio)

Learn how to integrate enterprise risk management into an organisation from strategic decision-making through to execution. The Framework contains principles and practices that can be applied in different ways for different organizations regardless of size or sector.

Instructor: Bill Schneider
Estimated duration: 50 minutes

Diversity in the Workplace (video)

Listen to a panel discussion on why diversity is an integral part of a company’s business plan, particularly in today’s global marketplace, and how companies can overcome some of the obstacles involved in implementing these plans in the workplace.

Instructors: Kimberly Ellison-Taylor CPA, CGMA; Jina Etienne, CPA, CGMA; and Selene Benavides, CIA
Estimated duration: 50 minutes

Five Key Concepts of Continuous Accounting (video)

Learn how organisations are moving away from legacy systems and processes and have headed towards 5 key strategies towards reducing cost and improving productivity.

Instructor: Sonia Luna, CPA
Estimated duration: 75 minutes

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What a CFO Needs: Strategies to Avoid an Economic Downturn (video)

Learn how businesses can avoid a fateful end during an economic downturn by executing key strategies, some of which sometimes involve years of planning and others which should be developed in response to a crisis.

Instructor: Bambo Bamgbose
Estimated duration: 75 minutes

Supply Chain Risks (video)

Given that the multitude and variety of risks are becoming more predictable, the leadership of multinational and domestic companies can benefit from taking a closer look at how global interdependence affects each link of their supply chain.

Instructor: Victor Sordillo
Estimated duration: 75 minutes

CFO to CEO (video)

Although a CFO is often knowledgeable about the organisation, it is critical that they prepare for new responsibilities if they are tapped for the CEO.

Instructors: Stuart Benton, CPA, CGMA; Anoop Mehta, CPA; and John Salveson
Estimated duration: 75 minutes

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Your Customers Need to Find You – Be Social (video)

Learn what can you expect from digital marketing and sales efforts, how you can measure results, and why is it important to you to remain competitive.

Instructor: Laszlo Horvath
Estimated duration: 75 minutes

The Cybersecurity Ecosystem (video)

Find out more about the CFO'S role in safeguarding their critical business assets/infrastructure and intellectual property by looking at costs, policies and enterprise risk management.

Instructor: Karen Britton
Estimated duration: 50 minutes

Fraud, Lies and Hermes Ties (video)

Get first-hand insights from Aaron Beam, co-founder and first CFO at Healthsouth Corp, about why and how their $2B securities fraud scandal started, how massive frauds can go on for years without detection and what can be done to prevent this economy destroying behavior.

Instructor: Aaron Beam
Estimated duration: 75 minutes

CGMA Toolkit

In this session you will learn how to turn your department into an efficient value adding group and stop the notion of being strictly a cost centre. You will also learn how to facilitate gathering ideas to improve efficiency and remove waste.

Instructor: Byron Hebert, CPA, CTP

Duration: 75 minutes

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Member Price: £299.00

Non-Member Price: £379.00

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