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BLI is proud to have a team of our Thought Leaders presenting at this year’s NABA Convention. We hope you can join us for these sessions!



CEO, Business Learning Institute


Wednesday, June 10, 4:00pm – 5:45pm

Opening General Session – Talent Management – Bridging the Generational Gap

The “shift change” is underway as the retiring baby boom generation makes way for Generation X. The shift change is the transfer of the retiring baby boomers to the next generation of leaders that will be taking the helm in the next few years. This time what got you here won’t get you there. The incoming shift will require a new set of skills and tools to continue the work of the prior shift. This time it is different.

Generational issues in the workplace are one of the biggest challenges facing organizations today. This presentation covers the latest research and ideas to successfully lead four generations in the workplace. The latest research on the new skills needed in the modern workforce and how leadership has changed. This session will cover the 5C’s of modern talent management: Culture, Career Path, Competencies, Curriculum, Cloud Learning, and how these can be used to create a magnetic organization that attracts and retains the best talent.

Participants will learn new approaches to engaging the next generation of workers to connect and collaborate in a way that maximizes their discretionary effort.



Thursday, June 11, 9:30am – 11:15am

The Shift Change in Accounting: Creating a High Performance Team

Can you hear the shift change whistle? Because today the whistle is blowing for the accounting profession. The shift change is the transfer of the retiring baby boomers to the next generation of leaders that will be taking the helm in the next few years. Except this time it is not the same as the shipyard. This time the incoming shift will require a new set of skills and tools to continue the work of the prior shift. This time it is different.

The cause of the shift change is the rapidly changing and complex hyper-competitive environment which has become the new normal. Tom uses research and extensive experience working with accounting firms to talk about the five fundamental shifts in play, Leadership, Learning, Technology, Generations and the Workplace, and what accounting leaders need to know to successfully navigate these changes.

Participants will learn the latest in strategic thinking and how to create a winning culture that will engage your team and increase performance.



Thursday, June 11, 2:00pm – 3:45pm

CPAs and Social Media: Passing Fad or Valuable Tool?

Don’t miss this enlightening session about how CPAs are using Social Media to develop business, make connections, do research and become thought leaders. Tom Hood has led the CPA profession in innovative uses of social media and will be presenting the latest tips and techniques to get you started using these exciting tools.


Peter Margaritis, CPA, CGMA, MAcc


Wednesday, June 10

Strategic Skills for Finance – 9:30am – 11:15am

You know that strategy is important! According to a 2011 Deloitte survey, strategy setting has doubled in importance for CFOs. Yet 75% of CFOs indicate that their staff needs training to perform in a strategic role. So how do you change your focus from historical financial presentation to future strategic planning Get you and your team prepared for the challenges by learning how to analyze data, define decision-making options, present effectively, gain consensus, and develop action plans.




Awesome Financial Presentations – 11:45am – 1:30pm

Have you ever presented financial results to a board and been confronted with glassy-eyed stares and stifled yawns, only to be followed with questions two weeks later. It would be so much more productive for both you and the organization if your presentation was understood the first time. Learn the techniques for translating financial information into compelling and useful presentations.




Thursday, June 11

Revenue Recognition: Accounting for Revenue from Contracts with Customers – 2:00pm – 3:45pm

The FASB issued the long-awaited new standard on revenue recognition last May. While the effective date of the new standard may be delayed, they are considering to allow those companies who are ready to go ahead with early adoption. This new standard (principle-based approach) will be applied across all industries and will require a five-step model in order to recognize revenue from customer contracts. This new standard will replace all existing US GAAP and will require significant management judgment in its application.


Jennifer Elder, CPA, CIA, CFF, CGMA

Wednesday, June 10

Tackling Fraud: Detection & Prevention – 9:30am – 11:15am

Fraud costs US companies $400 billion annually. 31% of fraud occurs in companies with fewer than 100 employees. Don’t let your company be the next victim. Learn to identify and protect against the most common types of business fraud.



The C-Suite” 10 Powerful Tools for Getting There and Staying There! – 11:45am – 1:30pm

Is your ultimate career goal to land a job in the C-Suite? Do you know what it takes to get there? Unfortunately, the skills you need are not taught in your accounting degree. Learn the top ten skills needed to transition to the top level of your organization. And once you are there, lead and guide your organization in rapidly changing times. Prepare to take your career to the executive level!


Karl Ahlrichs, SPHR

Wednesday, June 10

Ethics, Leadership and Human Capital – 9:30am – 11:15am

Where are we going, who will we be working with, and what do we need to know when we get there? Look beyond the basics and take a strategic view of the world of Human Capital. In this fast-paced session, Karl offers multiple viewpoints on ethics, leadership and the generations and shares skills you will need to maintain your competitive advantage. This will be a strategic session, offering the view from 35,000 feet with occasional dips to ground level.



Managing Multiple Generations: Next Steps and New Surprises – 2:00pm – 3:45pm

Simply put, much of what you think you know about the newest generation in the workforce is out of date. In this fast-paced update, Karl Ahlrichs will share some new and quite surprising information about the latest crop of employees that are arriving in our organizations, and impart his insight on generational challenges that may be causing problems.



Thursday, June 11

The New Workforce – New DATA, New Ideas, Aging Baby Boomers – 2:00pm – 3:45pm

In the new economy, managers are challenged by an aging workforce that is not retiring anytime soon. They may have planned to have financial and personal independence by now, but the economy has gotten in the way. The challenge now is to motivate and manage a complex workforce, with a core of baby boomers that are grumpy and disaffected. This course will provide managers, supervisors and executives tools for getting higher productivity, customer service and profitability from their existing workforce. It offers knowledge and understanding of the core motivational theories that work on boomers in particular and the modern workforce in general.


Judy Borsher, CPA, CITP, MCT

Friday, June 12

Understanding the Power of Data Analytics – 9:30am – 11:15am

“Big data” and ‘predictive analytics’ are hot topics in the business press. Learn how information and data are becoming the next frontier for competitive advantage.



Saturday, June 13

Excel for CPAs – 9:30am – 11:15am

This refresher course covers Excel Worksheet features in a fast-paced format to benefit beginner through intermediate level users. The many new business productivity enhancements in Excel will be covered. Participants will learn about file compatibility issues with earlier versions of Excel and how to save time with many quick tips.


Courtney Kirschbaum

Thursday, June 11

Move Up or On – 4:00pm – 5:45pm

Learn how to apply success principles to become clear about what you want and be decisive about getting it. The application of success principles is what creates peak performers and anyone can do it. This program will help you restart a stalled career, make a career change you may have been fearing or putting off, or to go for the next level with the confidence and a belief in yourself that may have been missing. This is a self-esteem building, confidence-lifting experience.



Friday, June 12

Ultra Goal Setting that Gets Results – 9:30am – 11:15am

Goal setting is one of the most effective and underrated methods to get what you want of our career and life. This course introduces you to the methods the most successful people use to identify, create and follow through on your goals. You’ll never look at goal setting the same again.

Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog