Corporate Finance CPE Pass: Insights for Today's CPAs in Business - 2026/27

Economic uncertainty, tariffs, interest rates, geopolitical risks, labor shortages and changing customer demand continue to create volatility. You and your finance teams need better scenario planning, not just annual budgets.

Highlights

• Building dynamic scenario models (base, upside, downside) to pressure-test budgets and forecasts against shifting economic conditions
• Identifying leading indicators — cost trends, demand signals, capital markets activity — that flag when assumptions need to change
• Real-world examples: Protecting margin when inflation stays elevated and modeling cost pass-through options when tariffs raise input costs
• Real-world examples: Adjusting cash flow and liquidity plans as consumer spending slows and weighing capital allocation trade-offs for AI investment
• Evaluating how different scenarios ripple through revenue, profitability, cash flow and liquidity
• Communicating scenario assumptions, financial impacts and recommendations to business leaders with confidence

Benefits

• Walk away with a practical scenario-planning framework you can apply to your own budgets and forecasts right away.
• Learn to spot the leading indicators that signal a shift before it shows up in the financials.
• Gain confidence presenting “what-if” analyses and recommendations to leadership and the board.
• Build a repeatable process for navigating tariffs, inflation and other sources of ongoing economic uncertainty.

Designed For

• CPAs and accountants working in corporate accounting and finance
• CPAs in public practice advising corporate clients on financial planning and analysis (FP&A)

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Economic uncertainty, tariffs, interest rates, geopolitical risks, labor shortages and changing customer demand continue to create volatility. You and your finance teams need better scenario planning, not just annual budgets.

Highlights

• Building dynamic scenario models (base, upside, downside) to pressure-test budgets and forecasts against shifting economic conditions
• Identifying leading indicators — cost trends, demand signals, capital markets activity — that flag when assumptions need to change
• Real-world examples: Protecting margin when inflation stays elevated and modeling cost pass-through options when tariffs raise input costs
• Real-world examples: Adjusting cash flow and liquidity plans as consumer spending slows and weighing capital allocation trade-offs for AI investment
• Evaluating how different scenarios ripple through revenue, profitability, cash flow and liquidity
• Communicating scenario assumptions, financial impacts and recommendations to business leaders with confidence

Benefits

• Walk away with a practical scenario-planning framework you can apply to your own budgets and forecasts right away.
• Learn to spot the leading indicators that signal a shift before it shows up in the financials.
• Gain confidence presenting “what-if” analyses and recommendations to leadership and the board.
• Build a repeatable process for navigating tariffs, inflation and other sources of ongoing economic uncertainty.

Designed For

• CPAs and accountants working in corporate accounting and finance
• CPAs in public practice advising corporate clients on financial planning and analysis (FP&A)

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Learn how to preserve liquidity while making smart investment decisions during uncertainty.

Highlights

You’ll learn how to:

• Evaluate how different economic scenarios (e.g., persistent inflation, higher borrowing costs, tariffs or slowing demand) affect cash flow, liquidity and capital needs.
• Prioritize working capital improvement opportunities that can strengthen liquidity without disrupting operations.
• Assess capital investment and spending decisions using scenario analysis and risk-adjusted assumptions.
• Develop cash flow forecasts that identify emerging risks and support faster executive decision making.
• Communicate liquidity risks, funding needs and capital allocation recommendations to senior leadership.

Benefits

• Strengthen your company’s liquidity without disrupting operations.
• Make smarter, risk-adjusted capital investment decisions.
• Give leadership clearer forecasts and well supported funding recommendations.

Designed For

CFOs, controllers and financial accountants responsible for cash flow, liquidity and capital planning

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Move beyond AI theory and see what finance departments are implementing today. Through live demonstrations, explore practical applications for forecasting, analysis and reporting.

Highlights

See how finance teams are putting AI to work:

• Identify practical AI applications for forecasting, analysis and financial reporting.
• Evaluate where AI can improve productivity and decision-making.
• Recognize key governance, risk and control considerations.
• Distinguish between finance activities where AI adds value and those requiring human judgment.
• Prioritize AI opportunities that align with organizational goals and finance strategy.

Benefits

• Learn where AI adds value, where human judgment remains essential and how to manage risk.
• Improve forecasting, analysis and reporting productivity.
• Apply AI with appropriate governance, controls and human oversight.

Designed For

CFOs, controllers and financial accountants evaluating or implementing AI in their finance functions

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Learn how to preserve liquidity while making smart investment decisions during uncertainty.

Highlights

You’ll learn how to:

• Evaluate how different economic scenarios (e.g., persistent inflation, higher borrowing costs, tariffs or slowing demand) affect cash flow, liquidity and capital needs.
• Prioritize working capital improvement opportunities that can strengthen liquidity without disrupting operations.
• Assess capital investment and spending decisions using scenario analysis and risk-adjusted assumptions.
• Develop cash flow forecasts that identify emerging risks and support faster executive decision making.
• Communicate liquidity risks, funding needs and capital allocation recommendations to senior leadership.

Benefits

• Strengthen your company’s liquidity without disrupting operations.
• Make smarter, risk-adjusted capital investment decisions.
• Give leadership clearer forecasts and well supported funding recommendations.

Designed For

CFOs, controllers and financial accountants responsible for cash flow, liquidity and capital planning

View Full Event Details

Move beyond AI theory and see what finance departments are implementing today. Through live demonstrations, explore practical applications for forecasting, analysis and reporting.

Highlights

See how finance teams are putting AI to work:

• Identify practical AI applications for forecasting, analysis and financial reporting.
• Evaluate where AI can improve productivity and decision-making.
• Recognize key governance, risk and control considerations.
• Distinguish between finance activities where AI adds value and those requiring human judgment.
• Prioritize AI opportunities that align with organizational goals and finance strategy.

Benefits

• Learn where AI adds value, where human judgment remains essential and how to manage risk.
• Improve forecasting, analysis and reporting productivity.
• Apply AI with appropriate governance, controls and human oversight.

Designed For

CFOs, controllers and financial accountants evaluating or implementing AI in their finance functions

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See what’s ahead for the economy, regulation, technology and the workforce and what it could mean for your company’s financial performance.

Highlights

This session will help you:

• Identify the key economic, regulatory, technology and workforce trends expected to shape finance over the next year.
• Evaluate how emerging developments may affect financial planning, investment decisions and organizational performance.
• Recognize the assumptions that should be revisited as business conditions evolve.
• Identify leading indicators and strategic questions that can help finance leaders anticipate risk and respond to change.

Benefits

• Strengthen your financial plans by accounting for changing economic, regulatory, technology and workforce conditions.
• Identify early signs of risk that could affect revenue, costs, investments and overall performance.
• Ask sharper questions and challenge assumptions to make better decisions as conditions change.

Designed For

CFOs, controllers and other finance leaders responsible for improving their organization’s finance operations

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See what’s ahead for the economy, regulation, technology and the workforce and what it could mean for your company’s financial performance.

Highlights

This session will help you:

• Identify the key economic, regulatory, technology and workforce trends expected to shape finance over the next year.
• Evaluate how emerging developments may affect financial planning, investment decisions and organizational performance.
• Recognize the assumptions that should be revisited as business conditions evolve.
• Identify leading indicators and strategic questions that can help finance leaders anticipate risk and respond to change.

Benefits

• Strengthen your financial plans by accounting for changing economic, regulatory, technology and workforce conditions.
• Identify early signs of risk that could affect revenue, costs, investments and overall performance.
• Ask sharper questions and challenge assumptions to make better decisions as conditions change.

Designed For

CFOs, controllers and other finance leaders responsible for improving their organization’s finance operations

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Finance leaders are increasingly expected to influence business strategy, not simply report financial results. This session explores how finance can become a trusted advisor by translating financial data into actionable insights, supporting operational and pricing decisions and partnering with leaders across the organization.

Highlights

Through practical examples, you will see how to communicate financial information in ways that drive better decisions, improve profitability and create long-term business value. This session will focus on how to:

• Translate financial results into actionable recommendations that improve operational and strategic performance.
• Evaluate pricing, product and customer profitability to support informed business decisions.
• Partner with operational leaders to identify opportunities to improve efficiency, reduce costs and drive organizational value.

Benefits

Walk away with financial insights to drive smarter decisions and stronger business performance.

Designed For

Finance leaders who serve as strategic partners to executives and operational teams

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Finance leaders are increasingly expected to influence business strategy, not simply report financial results. This session explores how finance can become a trusted advisor by translating financial data into actionable insights, supporting operational and pricing decisions and partnering with leaders across the organization.

Highlights

Through practical examples, you will see how to communicate financial information in ways that drive better decisions, improve profitability and create long-term business value. This session will focus on how to:

• Translate financial results into actionable recommendations that improve operational and strategic performance.
• Evaluate pricing, product and customer profitability to support informed business decisions.
• Partner with operational leaders to identify opportunities to improve efficiency, reduce costs and drive organizational value.

Benefits

Walk away with financial insights to drive smarter decisions and stronger business performance.

Designed For

Finance leaders who serve as strategic partners to executives and operational teams

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Learn how to improve finance processes, use automation effectively, build the right skills and measure what finance contributes to the business.

Highlights

• Identify opportunities to improve finance performance through automation, process redesign and modern operating models.
• Evaluate the skills and capabilities finance professionals need to support future business demands.
• Assess the effectiveness of the finance function using performance measures that align with organizational goals.
• Develop strategies to build a more agile, resilient and value-focused finance organization.

Benefits

Gain practical strategies to build a more agile, resilient finance function that meets the evolving needs of your organization.

Designed For

CFOs, controllers and other finance leaders responsible for improving their organization’s finance operations

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Learn how to improve finance processes, use automation effectively, build the right skills and measure what finance contributes to the business.

Highlights

• Identify opportunities to improve finance performance through automation, process redesign and modern operating models.
• Evaluate the skills and capabilities finance professionals need to support future business demands.
• Assess the effectiveness of the finance function using performance measures that align with organizational goals.
• Develop strategies to build a more agile, resilient and value-focused finance organization.

Benefits

Gain practical strategies to build a more agile, resilient finance function that meets the evolving needs of your organization.

Designed For

CFOs, controllers and other finance leaders responsible for improving their organization’s finance operations

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