We are pleased to invite you to participate in our free Continuing Professional Education (CPE) events held throughout the month of December. Our goal is to provide compelling and relevant content that is specific to the business matters most important to you and your organization.
Agenda
When: December 11, 2025
9:00 – 9:05 am Intro and Housekeeping and tribute to JRN
9:05 – 9:30 am General Business Environment Update
9:30 – 9:55 am From Audit to Action: What I learned moving from Auditor to CFO
9:55 – 10: 20 am Navigating Unique Equity Transactions and Awards: Accounting and Disclosure Essentials
10: 20 – 10:30 am BREAK
10: 30 – 10:55 am IFRS Advantages for Global Organizations
10:55 – 11:20 am AI For Finance Teams – How to accelerate your day
11:20- 11:45 am Forecasting, Budgeting and Evaluating Going Concern: Ensuring Financial Sustainability and Compliance
11:45 – Noon Q&A/Wrap Up/Catch Up Time
3 CPE Hours
General Business Environment Update
Speaker: Doug Morally
Description: This session will provide an update and perspective on today’s global economy amid geopolitical tensions, evolving trade policies, and persistent labor challenges. This session highlights key indicators and emerging trends that influence business strategy in an uncertain environment.
Learning objective: Understand the most significant economic forces shaping global markets today and identify insights to help businesses adapt to shifting trade, labor, and policy dynamics.
From Audit to Action: What I learned moving from Auditor to CFO
Speaker: Mike Voinovich
Description: The session will offer a unique perspective from a 29-year accounting professional who has served as both a lead audit partner and a CFO. We’ll explore how moving from public practice to an executive finance role changes the way you think about risk, decision-making, and collaboration.
Learning Objective: Discover how the CFO role differs from the auditor’s lens and why that matters and understand how auditors and finance leaders can work together more effectively to achieve shared goals.
Navigating Unique Equity Transactions and Awards: Accounting and Disclosure
Speakers: Jenna Zelenski and Jennifer Closser
Description: This session explores the complexities and nuances of accounting for unique equity transactions and equity-based compensation awards. This session will provide insights into the applicable U.S. GAAP guidance and address disclosure requirements.
Learning Objectives: Identify key types of equity transactions and awards commonly encountered in financial reporting. Apply relevant accounting standards to recognize, measure, and disclose equity-based compensation in accordance with U.S. GAAP.
IFRS Advantages for Global Organizations
Speaker: Michael Maloney
Description: In today’s rapidly evolving global market, financial transparency and consistency are paramount for companies operating across multiple jurisdictions. The International Financial Reporting Standards (IFRS) provide a universally accepted framework that enhances the comparability and reliability of financial statements. This session will cover the benefits of adopting IFRS as well as the adoption challenges that we’ve worked with clients to overcome. The session will also cover recent accounting changes under the international standards and items to consider before the end of the year.
Learning Objectives: Identify the opportunities and obstacles of adopting global accounting policies
AI For Finance Teams – How to accelerate your day
Speaker: Patrick Kerns
Description: During this session we will explore using Microsoft Copilot some basic functions that all finance teams should be aware of and using to help improve your leverage. Learning Objective: Identify the opportunities and obstacles of adopting global accounting policies for your organization.
Learning Objectives: Understanding the different AI tools and privacy considerations, creating basic agents to help you be more effective, using Copilot to help tame your inbox and review priorities, using CoPilot to quickly turn large excel documents in easier to understand presentations and quickly create presentations summarizing financial results.
Forecasting, Budgeting and Evaluating Going Concern: Ensuring Financial Sustainability and Compliance
Speaker: Logan Kowcheck
Description: This presentation provides a comprehensive overview of key financial planning and reporting practices under US GAAP, focusing on forecasting, budgeting, and evaluating going concern. Designed for finance professionals, shareholders, and auditors, it outlines the principles and procedures that ensure financial sustainability and regulatory compliance. Attendees will gain insights into how to develop realistic financial forecasts, implement effective budgeting strategies, and assess an entity’s ability to continue operations for the foreseeable future.
Learning Objectives: Understand the role of forecasting and budgeting in financial planning and how they align with US GAAP standards, apply the principles of ASC 205-40 to evaluate an entity’s going concern status, identify conditions and events that may raise substantial doubt about going concern, assess mitigating factors and management plans that influence going concern evaluations, recognize required disclosures related to going concern and their impact on financial statements, implement best practices to enhance the accuracy and reliability of financial forecasts and budgets, and avoid common pitfalls in forecasting, budgeting, and going concern assessments.
Delivery Method: Group Internet (Live) or Self Study (On-demand)
Learning Level: Overview
Prerequisites: None
Advanced Preparation: None
Fields of Study: Accounting
Contact (Registering/Technical Issues): Lindsay Sherrill
Register for this or all webinars
In order to be awarded CPE credit(s), you must be present for a minimum of 50 minutes after the start of the event and respond to at least 3 polling questions
Schneider Downs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
