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Essential Skills Pack
Management Accounting & Finance
CPE Self-study

Essential Skills Pack

Boost your professional expertise with this bundle of courses covering essential MBA principles, AI applications and risks, ethics in accounting, and advanced costing methods for confident decision-making.

$0 - $459
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Behavioral Ethics

Level

Basic

CPE Credits

11.5

Author(s)

Peter Margaritis, Jennifer Louis, Karl Ahlrichs, Jennifer H. Elder

Availability

1 year

Product Number

ESSIMEM25SSO

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Product Details

Free for AICPA & CIMA members, please log in to the website before starting the purchase journey.

This pack offers CPE credit in the following fields of study: Accounting, Business Law, Business Management and Organization, Communications and Marketing, Management Services, Behavioral Ethics

Elevate your professional expertise with this comprehensive course bundle, offering a blend of essential business skills, ethical practices, and practical tools for navigating today's dynamic environment.

  • MBAexpress delivers six 1-hour modules on crucial topics such as business law, budgeting, disaster recovery, financial analysis, negotiation, and fraud prevention—perfect for sharpening your business acumen.
  • Explore the ethical challenges and risks of AI in business, in this 2-hour session led by experts Karl Ahlrichs and Jennifer Elder, to ensure responsible use of transformative technology.
  • Strengthen your commitment to ethical principles in accounting, financial reporting, and public accounting to uphold professional integrity.
  • Master cost-volume-profit analysis and decision-making techniques to enhance financial performance, even in uncertain times, with hands-on exercises and real-world scenarios.

Expand your knowledge and skills with these expertly designed courses from the Business Learning Institute, a NASBA-registered sponsor of continuing professional education.

Who Will Benefit

  • CPAs in public practice
  • Corporate finance teams
  • Business leaders
  • Global accounting and finance professionals
  • Management accountants
  • Consulting firm professionals
  • Other financial professionals

Key Topics

  • Business law and contracts
  • Budgeting and forecasting
  • Disaster recovery planning
  • Fraud prevention
  • Financial analysis methods
  • Negotiation strategies
  • AI risks and ethical frameworks
  • Ethical principles in accounting
  • Cost accounting and decision-making

Learning Outcomes

  • Identify legal issues related to corporate management, employee manuals, intellectual property, and contracts. Recognize the components of a contract and ways to protect intellectual properties.
  • Recognize key differences between planning and budgeting, recall key elements of rolling forecasts, and identify best practices for the planning process.
  • Assess the impact of disasters on businesses, identify important assets to protect and strategies for safeguarding them, and rank disasters by potential risks.
  • Recall the definition of the fraud triangle, recognize the purpose and use of fraud risk assessments, determine opportunities for fraud within organizations, and identify key components in financial and ratio analysis, as well as methods for predicting cash flow.
  • Recall the definition of negotiation, identify six key negotiation skills, seven steps for negotiation success, and ten steps for achieving common goal negotiations.
  • Recognize principles foundational to ethical behavior, recall strategies for responsible AI development and governance in accounting and finance, recognize ethical challenges with generative AI tools, and identify the impact of data bias on AI-generated outputs.
  • Identify and respond to ethical risks, recall daily ethical dilemmas worldwide and appropriate resolution strategies, and ensure consistency with professional conduct.
  • Determine inputs for establishing selling prices, calculate breakeven activity levels for single and multiple-product scenarios, and identify techniques to improve short-term decision-making with uncertainty.
Credit Info
CPE Credits
Online
11.5
NASBA Field of Study
Behavioral Ethics, Business Management and Organization, Communications and Marketing, Management Services, Personal Development
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
Online
$459.00
AICPA Members
Online
$0.00
CIMA Members
Online
$385.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

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Author(s)
Peter Margaritis
Peter Margaritis, CPA, CGMA, CSP, is a keynote speaker, communication strategist, and improv virtuoso. Peter is the author of two books, Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and Life and Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity. Peter works with financial professionals to help adapt their mindset and believes that strong communication skills are the most effective way of delivering technical knowledge and building strong business relationships. The underlying premise in everything Peter does is the power of applied improvisation. He focuses his strategies using two powerful words, YES AND along with the concept of listening to understand. This strategy promotes a better connection with customers and clients leading to higher profits and higher retention of employees. Peter has delivered over 500 keynote speeches and workshops in 38 states in the U.S. and across Canada and the Caribbean. His clients range from Fortune 500 companies to family-owned businesses, national, regional & local public accounting firms, and national and state associations. Peter earned his Bachelor’s in Business Administration from the University of Kentucky, a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. He has worked for companies such as Price Waterhouse, Victoria Secret Catalogue (not as a model), two large banking institutions and has managed restaurants in his day. Don’t be surprised – he is Greek. He was also an assistant professor of accounting and taught in the MBA program at THE Ohio Dominican University in Columbus, OH. Peter is also a blogger, writer, humorist and a podcaster. His podcast, Change Your Mindset can be found on his website, along with iTunes, Stitcher and Google Play. You can visit his website (petermargaritis.com) to watch his videos and read his promotional resources which include a variety of magazine articles, along with his weekly blog. Peter lives in Westerville, OH with his wife, 17-year-old son, and two Labrador retrievers. His passion is his family and improvisation, along with a love of humor, and at times he performs both improv and stand-up comedy.
Jennifer Louis
CPA
Jennifer F. Louis, CPA has over 22 years of experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003 she founded Emergent Solutions Group, LLC, where she focuses her energy on designing and delivering high-quality, practical and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. She currently resides in Charlotte, NC.
Karl Ahlrichs
SHRM-SCP, CSP
Karl Ahlrichs is a national speaker, web presenter and author, often quoted in the local and national media on the people issues in modern organizations. He has broad experience in Human Resources, Operations and senior level problem solving, working with all industries. Karl’s experience is perfectly suited to times of great global challenges. He has decades of strategic consulting to all industries, using risk management and good organizational development theories to bypass “best practices” and move directly to “next practices”. Karl joined Gregory & Appel, an Indianapolis‐based insurance firm, after serving as a founding partner of ExactHire, a human resources services firm. Prior experience was as a Senior Consultant for Professional Staff Management, and Vice President in the Indianapolis office of Marsh & McLennan, and Vice President of Right Management Consultants. At those firms, his clients included IU Health, Suburban Health, Roche Diagnostics, Boeing, Apple, and Frito Lay. Karl facilitates a weekly COVID web‐based roundtable with advisors, and an invitation‐ only roundtable for CFOs, and for more than a decade he was the Program Chair for the Indiana Society for Human Resources Management annual conference. He is a member of SHRM, and the Association for Talent Development. Karl has been named the SHRM Human Resource Professional of the Year for the State of Indiana. He has presented at the Annual Global SHRM Conference for more than 20 consecutive years and holds the SHRM‐SCP (Senior Certified Professional) and SPHR (Senior Professional Human Resources) certifications and is a CSP (Certified Speaking Professional) with the National Speakers Association.
Jennifer H. Elder
CPA, CMA, CIA, CFF, CGMA, MS
Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is a keynote speaker, trainer, and business coach dedicated to business transformation. For more than 20 years, she has been helping businesses by peeling back the layers of "administrivia" and finding the hidden strengths and core values that make you and your company awesome. Ms. Elder works with businesses to develop a compelling business strategy that is quick to implement that transforms your company from what you are now to what you have always wanted to be. Known for being energetic and enthusiastic, Ms. Elder has been delivering high-quality, customized training that make complicated topics easy to understand, relevant, and useful for years. She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states. Her sessions are highly interactive, full of discussion, and even entertaining. Ms. Elder received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England. She lives on her boat near Annapolis, Maryland.
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The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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