Practice Management Tools

Mitigating Risk of Business E-mail Compromise

Tuesday, June 22, 2021 10:45 a.m. - 12:25 p.m. ET

This session is designed to provide an overview of basic cybersecurity practices, also known as cyber hygiene, and includes a detailed discussion of business e-mail compromise scams.

After completing this session, attendees will be able to:

  • Identify the cycle of business e-mail compromise scams
  • Describe the deliverables of a business e-mail compromise scam
  • Recognize indicators of a business e-mail compromise scam
  • Apply methods for prevention in an organization
  • Identify the scope of a business e-mail compromise investigation for different purposes (e.g., civil, criminal, or an insurance claim)

 


Total CPE: 2
Fields of Study: Business Management and Organization: 2
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

Financial experts who seek an in-depth understanding of cybersecurity statutes, liability, and damages, attorneys who wish to understand the role of a financial expert in cybersecurity assessments for different purposes, and professionals who intend to expand their practice into the various types of cybersecurity assessment. In addition, anyone interested in best practices for basic cybersecurity.

Prerequisites:

Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:

None

Dorothy Haraminac

Dorothy  Haraminac

MBA, CFE, MAFF, PI

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Work Smarter, Not Harder: Maximizing Technology in Your Forensics and Valuation Practice

Tuesday, June 22, 2021 12:40 p.m. - 2:20 p.m. ET

Our worlds were upended by COVID-19 and while not over, we are beginning to see the light at the end of the tunnel. As we start to turn to the future, it would be easy to go back to the "old familiar" ways. But the pandemic has presented a unique opportunity for us to rethink how we work to create better, more innovative businesses. Join us as we talk about building on successes, innovation, and learning from the last year.

After completing this course, attendees will be able to:

  • Identify steps to take to reimagine the workplace
  • List several tools that could increase efficiency in your consulting practice
  • Identify areas of investment in technology and skills to leverage opportunities for growth

Total CPE: 2
Fields of Study: Business Management and Organization: 2
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

Practitioners who are interested in improving their work environment or are responsible for the growth and vision of their practice.

Prerequisites:

Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:

None

Rebekah Smith

Rebekah  Smith

CPA, CVA, MAFF, CFF

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Building Flexible Models with Microsoft Excel’s New Dynamic Arrays

Tuesday, June 22, 2021 3:00 p.m. - 4:40 p.m. ET

The majority of finance practitioners still see Microsoft Excel as a go-to platform for financial modeling and planning. Microsoft continues to introduce new functionality, enhancing our ability to perform more robust forecasting and planning without requiring a migration away from the platform. Many finance practitioners desire to increase their familiarity with Excel, allowing them to save more time, eliminate mistakes, and minimize unnecessary rework. The advent of dynamic arrays will enhance practitioners' abilities to achieve those objectives.

After completing this course, attendees will be able to:

  • Describe how to transition an Excel model into a highly-flexible, dynamic format using Excel’s new dynamic arrays functions, allowing the model to self-update with minimal human involvement
  • Identify which dynamic functions are the most appropriate and advantageous in different modeling circumstances

Total CPE: 2
Fields of Study: Finance: 1, Information Technology: 1
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

Finance professionals with responsibility for building, managing, and updating financial or business models; FP&A practitioners; CFOs and other heads of finance; financial and data analysts; business analytics and business intelligence professionals.

Prerequisites:

Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:

None

Carl Seidman

Carl  Seidman

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Automating Your Valuation Reports

Tuesday, June 22, 2021 4:55 p.m. - 6:35 p.m. ET

Many practitioners rely on Microsoft Office products and tools to develop and support their work. This session will cover techniques to merge Excel and Word to eliminate mistakes, reduce rework, and improve consistency and efficiency. Attendees will be guided through real-world examples of setting up automated reports using Excel. 

After attending this session, attendees will be able to:

  • Identify how to become more familiar with Microsoft tools to merge Excel and Word
  • Describe essential formatting techniques
  • List additional tools used in the report review process

Total CPE: 2
Fields of Study: Business Management and Organization: 1, Computer Software and Applications: 1
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

Financial experts who regularly prepare reports with Microsoft Word utilizing Microsoft Excel hoping to become more efficient, reduce mistakes, and improve consistency in the reporting process.

Prerequisites:

Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:

None

Nick Mears

Nick  Mears

MBA, CVA, MAFF

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