Announcing New Courses – Decision Making and the Innovation Economy

I have been asked to develop a series of new courses for the Proformative Academy. These will be OnDemand Courses that will be eligible for CPE credit.

Proformative is the largest and fastest growing online resource and professional network for senior finance, accounting and related professionals. Our community-driven content, which comes from thousands of senior level professionals and renowned subject matter experts, allows our constituency to make better decisions; driving efficiencies, top line growth, and career success.

They have asked me to develop the following modules as part of the series:

  1. Decision Making and the Innovation Economy
  2. Costs Types and their Impact on Decision Making
  3. Using Cost Volume Profit Analysis to Drive Innovation and Results
  4. Allocating Overhead and Getting the Right Product Costs
  5. Fundamentals of Activity Based Costing and Where it Works Best
  6. Evaluating Performance using Standard Costing and Variances
  7. Managing and Controlling Costs through Overhead Evaluation
  8. The Impact of Inventory Costing methods on Financial and Manager Performance
  9. Decision Making and the Relevant Costs to Consider
  10. he Innovation Economy and the Five Critical Decisions You Will Need to Make
  11. Creating Capacity – Equipment Replacement Considerations

You can also register for these courses through our site.  We will post registration and pricing information as soon as these courses are complete and posted ( on or about April 15th).




Announcing New Course – Making the Leap to Cloud Accounting

Over the last several months, I have been working on a research project that is reviewing factors influencing the adoption of cloud accounting and ERP.   This half day course that I developed for the Mass Society of CPA’s  – ” Making the Leap into Cloud Accounting” is as a  results of this research.  The course will be presented on May 21st from 8:30 AM- 12:30 PM.

With the cloud computing market expected to reach $148.8 billion this year, cloud accounting is quickly becoming the new norm for many businesses.

If you are a CPA, a recent Microsoft survey of 3,000 businesses showed that more than 46% will be looking to their CPAs and business associates for information and advice on moving to the cloud. Your clients will be asking you about cloud accounting. Are you informed and ready to respond?

If you are a CPA in industry, you may be missing an opportunity to streamline your finance systems, generate more timely information and save money on IT infrastructure costs.

Course Objectives

This course will provide you with valuable insights about moving accounting and ERP systems to the cloud.

We will discuss the state of the cloud accounting software market, compare and contrast the major cloud accounting vendors and discuss the impact of cloud-based accounting on audit and implementation engagements.

Don’t miss this important opportunity to provide value to your clients and to your own company.

Major Subjects

  • Defining the Cloud–Cutting through the hype and defining the different approaches to the client in simple, easy to understand terms.
  • Selection Challenges–Who can your clients trust to still be in business in five years?
  • Implementation and Integration Challenges-Why cloud accounting software can be significantly easier and incredibly more difficult…at the same time.
  • Audit Risks to Consider–How will you need to change your engagement approach?
  • Overview Cloud Accounting Software–What are the best solutions for small, medium and large businesses?
  • Security and Confidentiality Issues–Is your clients’ data safe and secure?


If you would like to register for this course, you can do so directly through the Massachusetts Society of CPA’s website by clicking on this link.

Bentley Executive Education – Finance for Dentists

On May 9th, I will be spending the day helping the dentists who have enrolled in the  Essentials of Management – “Mini MBA” for Dentists program learn the key finance strategies that they will need to manage, grow and sell their practices.

Our agenda will include the following topics:

  1. The Changing Face of Dentistry – How Student Loan Debt is Changing How Dental Practices are Managed
  2. Overview of Basic Finance – Financial Statements, Key Practice Metrics, Break Even, Cash Flow
  3. The 4 Key Pieces of Information You Need to Look at Every Week
  4. Do You Expand Your Practice with Partners or  Employees 
  5. Purchase vs Lease Advantages and Drawbacks for New Equipment Acquisition
  6. Establishing and Maintaining Great Banking Relationships
  7. Managing Pay and Benefit Costs for Longtime Employees
  8. Renting Space vs Purchase an Office Considerations
  9. Practice Valuation and When Should You ConsiderSelling?

This very successful program is being offered by the Yankee Dental Congress and will be held at Bentley’s Executive Education Center on campus.

The program for 2014 is sold out, but if anyone is interested they should contact the Mass Dental Society.