June 21, 2023

Live Webcast

8 Total CPE Credits


CFO Series: Today’s Staff Retention and Accounting (in collaboration with FICPA)

Learning Objectives

To better understand what employees want and need in today’s competitive environment.

Understanding the intricacies of designing an effective equity compensation plan, and the complexity of GAAP accounting for equity compensation plans.

To better understand GAAP accounting for inventory, and the many details that must be addressed for accurate inventory accounting.

To learn valuable, time-tested management strategies proven effective over many decades.

Major Topics

This four-topic event focuses on skills that will help you and your organization become more effective including today’s methods to retain key employees, e.g., equity compensation plans, inventory accounting and timeless lessons from great leaders to improve the organization.

Staff Retention: Attract and Keep the Best People
• The real costs of turnover

• Why do people leave?
o   Definitive research
o   The twelve factors that make employees happy

• Examples of great organizations

• Lifestyle issues

• Exit interviews and stay interviews

Accounting for Equity Compensation Plans: Beware of the Pitfalls

• Why most equity compensation plans fail?

• Complexity of GAAP accounting for equity compensation plans

• Tax implications of equity compensation plans.

• Who and how an equity compensation plan should be administered?

• Compliance issues to consider

• Recommendations to design a better equity compensation plan

Inventory Accounting: GAAP, Software and Variance Recognition

• GAAP accounting for inventory
o  Differences between GAAP versus cost accounting

• Breaking down all the costs in:
o Bill of Materials
o Labor
o Overhead

• Recognizing variances

Awesome Business Lessons from the Past: Learn from the Best!

• The six methods to get others to like you
o How to learn what others want?

• What are twelve ways to win others to your way of thinking?
o How to destroy your enemies

• What are the fundamental principles of Henry Ford’s success?
o Focus on technology, training and ‘Scientific Method’
o Value of training and education
o The need for fun

• What are the thirteen steps necessary to plan for success?
o All plans must adjust to changing realities
o What are the traps to avoid?

• How to use these principles to move your organization forward


CPE Credits Available

Total CPE
Business Management & Organization

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Accounting
  • Leadership


At least six (6) months of professional financial statement analysis experience, or at least six (6) credit hours of corporate finance classwork at an accredited university. Best suited for those who have experience managing others or being managed by others.

Advanced Preparation


Intended Audience

Preferably those with management responsibilities and those who want to enhance their management skills.


Maryland Association of CPAs

Register For This Event

  • MACPA Member

    $ 285 285
  • MACPA Non-Member

    $ 410 410
    Your Price

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