CPE Catalog & Events
Society Events are In-Person or Via NVCPA Hosted Zoom - All times listed in PST (cancellation policies apply, contact NVCPA for details.)
CFO Series - May 2025 Webinar Bundle
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Webinar
8.00 Credits
Member Price: $249
The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: CFO Series: CFO or Detective? Running Skillful InvestigationsCPE: 2Field of Study: AuditingDiscussion Leader: Tracy Cooper, CPA, CFEDate: Friday, May 2, 11:00 amDescription: CFOs are on the front line of managing risk within the organization, often including investigations into suspected theft or fraud. Fraud investigations are not an accounting audit. Many lack the training needed to conduct a fair and legal investigation. This course will provide the essential knowledge and skills to conduct successful internal investigations. The goal is to ensure that when a case is referred to law enforcement or results in other legal action, the findings will be admissible and robust. How can we respect the rights of all parties involved, preserve evidence, conduct proper surveillance, and distinguish between company materials and individual property? Proper investigations are intricate. Be aware of the risk to the organization and to the investigating team. The goal is to lead and plan internal investigations with confidence and legal integrity. Be aware and be prepared. Week 2: CFO Series: Better Management Reports Clear + Simple =Great!CPE: 2Field of Study: AccountingDiscussion Leader: Don Minges, MBADate: Friday, May 9, 11:00 amDescription: Most management reports are misunderstood and misused. Reports are dull and have been presented in the same manner for decades. Do your audiences sometimes fail to get the message? Learn how to grab your audiences' attention and deliver an actionable message. Discover the power of "The Trifecta" and the five secrets of effective reports and presentations. Learn how to make your messaging a "re-memorable event" and how to give the users what they need to know. We will discuss how to make your reports useful and understandable to your audience. If management does not understand the financial reports they receive (most do not) this seminar will provide keen insights to make your reports truly useful. Be the hero who delivers informative reports. We will show great examples of what to do and how. Week 3: CFO Series: Crisis Management - Navigate the Storms Safely!CPE: 2Field of Study: Auditing, Business Management & OrganizationDiscussion Leader: Rob Berry, CPADate: Friday, May 16, 11:00 amDescription: Whether it's changes in the market, a global pandemic, or loss of a supplier, at some point, most organizations will face a crisis. How you respond can make or break your organization. This intensive seminar on crisis management and business continuity planning will equip you with the knowledge and skills to manage crises confidently and ensure that your organization stays resilient. Resilient organizations recover faster from crises. Failing to plan for the next crisis is planning to fail. Week 4: CFO Series: Dealing with Ever Changing Accounting Standards?CPE: 2Field of Study: AccountingDiscussion Leader: Bob Mims, CPADate: Friday, May 23, 11:00 amDescription: GAAP is changing at an increasing rate. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will.
CFO Series: CFO or Detective? Running Skillful Investigation
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:What is an investigation, and when is it warranted? How to prepare for an investigation. Who should conduct it? Defining the boundaries.When to outsource vs conduct the investigation internally?Evidence collection and preservation.The paper and data trail.Witness statements.Employee rights during investigations.Investigative techniques (data analytics, surveillance, interviews).Reporting results.When to take the next step – the legal process.
CFO Series: Better Management Reports Clear + Simple =Great!
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Why do most managers not understand financial reports?The mistakes users make and the mistakes the accountants make.Steps to take to correct the issues.What do managers need from their reports?The step-by-step process to build reports to give them vital information.How to learn what your users want.Alternative methods to present reports.Systems and software could be helpful.Examples of great reports.What works and what does not work well?Crafting the report to suit your audience.The benefit of and necessity of an annual review.
CFO Series: Crisis Management - Navigate the Storms Safely!
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The need for crisis management and business continuity plans.Risk assessment and identification.How to develop a crisis management framework.Crisis communication strategies.Business continuity planning essentials.Keys to crisis leadership and decision making in a crisis.
CFO Series: Dealing with Ever Changing Accounting Standards?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The modern finance and accounting organization chart.GAAP accounting changes.Why so many changes? The speed of change and complexity.Accepting reality.Recognizing and fixing the top five accounting problems and errors.Revenue.Leases.Management estimates.Why is strategy necessary?What is strategy?The two keys to strategy.Balancing strategy with our day-to-day roles.
CFO Series - June 2025 Webinar Bundle
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Webinar
8.00 Credits
Member Price: $249
The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: CFO Series: SALT for CFOs: What You Don’t Know & Should KnowCPE: 2Field of Study: TaxDiscussion Leader: David Barrons, CPADate: Friday, June 6, 11:00 amDescription: The changes to state and local taxation are numerous and profound. What are the major changes to state and local taxes (SALT) beyond Wayfair? Be aware of the new, creative methods used to raise taxes. Why does every state need more revenue? How have the rules changed? What information, accounting systems, and software could be helpful? Virtually every organization may not be SALT compliant; the risk is real. For leaders who are not tax focused, you at least need to understand the risks of noncompliance and to learn more about minimizing those risks. Avoid penalties! Week 2: CFO Series: Ethical Decisions Made Easier: Blurred Lines? CPE: 2Field of Study: Regulatory EthicsDiscussion Leader: Rob Berry, CPADate: Friday, June 13, 11:00 amDescription: Ethics is always complicated. Enhancing your ethical decision-making skills is vital when dealing with omnipresent pressures in today's world. This seminar discusses a clear and easy-to-follow framework for navigating complex ethical dilemmas. You will gain the confidence to make sound ethical decisions in various professional settings using a practical and straightforward approach to ethics. Maintain your integrity and maintain your license. Ethics is not something to merely satisfy requirements; ethics is who we are, what we stand for, and why we are valuable. Week 3: CFO Series: Enterprise Risk Management Implementation KeysCPE: 2Field of Study: Auditing & Management ServicesDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, June 20, 11:00 amDescription: Every organization faces risks, but successful organizations identify, monitor, and manage risks before they become real. This seminar will help you understand Enterprise Risk Management (ERM) and help you confidently implement an ERM framework in your organization. This seminar will explore what ERM is, why it is crucial, and how you can seamlessly integrate it into your strategic planning. We will discuss a route map of how to implement an effective ERM program without disrupting the organization by building ERM practices into everyday management and planning. Week 4: CFO Series: Decoding Balance Sheet Accounting Issues CPE: 2Field of Study: AccountingDiscussion Leader: Bob Mims, CPADate: Friday, June 27, 11:00 amDescription: We mostly focus on the income statement, but what about other accounting concerns? This seminar discusses multiple common balance sheet issues, both on-the-books and off, that have an impact on our stakeholders and the value of the organization. Using practical analysis and case discussions, we highlight several key tools in understanding and communicating the importance of the cornerstone of accounting: the balance sheet. We must understand the real drivers of accounting issues to ensure that the balance sheet will be exemplary.
CFO Series: SALT for CFOs: What You Don't Know & Should Know
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Why do local jurisdictions (e.g., states) need more tax revenue?The creative new methods to raise taxes:Including new taxes, rates, limits, exceptions, boundaries, etc.Exporting the tax burden.Employee vs independent contractors.Mobile workforce issues.The myriad, novel schemes to tax.Fees and licensing matters.Leading SALT software providers.Common implementation problems.States' expectations that technology makes compliance simple for the taxpayer.Do the costs of compliance outstrip the taxes due?Officer liability for taxes – it is a real thing!How variable is SALT taxation?Examples of the differences.Entity classification considerations in the SALT equation.Variability by state and each county within each state.The benefit/necessity of an annual review.Risk reduction strategies.
CFO Series: Ethical Decisions Made Easier: Blurred Lines?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Ethics and moral principles.Identifying ethical dilemmas.Analyzing consequences and the impact on stakeholders.Applying ethical decision-making models.Effectively using the Code of Professional Conduct.Managing ethical conflicts and resolutions.
CFO Series: Enterprise Risk Management Implementation Keys
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:What is ERM and why is it important?What is your risk appetite and risk tolerance?The COSO framework for ERM and its recent updates.The ERM Steering committee – what is it for and what does it do?Risk heat maps – evaluating what is hot and what is not.Risk owners and the risk control plan.Measuring the effectiveness of the implementation.The role of leading and lagging indicators - KRIs.Making it part of everyday management.The need to integrate ERM into strategic planning.
CFO Series: Decoding Balance Sheet Accounting
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Typical accounting issues that impact the balance sheet.Where are the 'hidden' issues in unrecorded liabilities?Why and how most balance sheets are not correct?What are unrecorded assets, and why do they matter?Suggestions to improve balance sheetsIdentification and resolution of balance sheet challenges and changes.Communicating with your audience and stakeholders