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B&I Session Descriptions


A.  Ethical Leadership in Accounting and Finance | David Schultz

Why do good people and organizations do bad things? Are accountants and CPAs evil geniuses who provoked the financial crises of 2002, 2008, and even the next one? Is being a good person enough to be an ethical employee or CPA? Are CPAs to blame for all the problems in business and finance? This class uses case studies and often not so hypothetical examples to help you think about ethical issues that you confront at work.

Credit: 2 CPE Behavioral Ethics – Non-technical  

B. The Richest Life: Lessons in Listening, Goal Setting, and Generosity | V.J. Smith

V.J. Smith brings a wealth of life experience and inspiration to his engaging sessions, blending lessons from his diverse background in business, education, and public service. His session focuses on increasing active listening skills, setting goals for optimal performance, and promoting self-reflection in personal relationships. He encourages participants to adopt a philosophy of “doing a little bit more” to create a brighter future and emphasizes how a giving mindset can profoundly impact others. As the author of the best-selling book The Richest Man in Town, Smith captivates audiences with powerful stories and actionable insights that inspire personal and professional growth. 

Credit: 2 CPE Personal Development – Non-technical  

C. Financial Statement Analysis: Techniques for Obtaining Organizational Insight | Dr. Chris Harper

Do you know what your financial statements are trying to tell you? Explore an analytical approach for designing, executing and communicating results of a comprehensive financial statement analysis. Walk through techniques and tools including trend analysis; assessing liquidity, solvency and profitability; vertical and horizontal analysis; simple and multivariate regression; and more. Develop more robust ways to understand your organization’s financial statements so you can facilitate forward-thinking decisions and meaningful communication with stakeholders. 

Credit: 2 CPE Finance – Technical  

D. Human Leadership in an AI World | Kassi Rushing

This session is designed to equip current and aspiring leaders with understanding of the essential skills and insights needed to thrive in an increasingly technology-driven workplace. These interactive and forward-thinking workshop challenges participants to harness the power of Generative AI and other new technologies while emphasizing the irreplaceable value of human leadership. 

Credit: 2 CPE Business Management & Organization – Non-technical