Our Instructors
Our instructors are leading practitioners and subject matter experts. On average, each has 20 years of experience in his or her selected field. This experience enables them to go beyond the curriculum to provide context, tips, and practical real-world examples to help you better understand and apply the course content right away. We vet each instructor thoroughly, to ensure they meet our high standards of quality for content and presentation. And we enable our users to peer-test and review all of their courses.
Gregory White
View Instructor ProfileGreg White, CPA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his twelfth year as an Adjunct Professor ...
- This instructor has no courses published, yet.
Larry Williams
View Instructor ProfileLarry is an experienced leader, trainer, speaker and consultant in Integrated Business Planning (IBP). IBP is a focused business management process devoted to incorporating best practices in financial, operational, and strategic planning. The purpose of IBP is to move the entire organization to managing all of its performance management ...
Serge Wind
View Instructor ProfileSerge L. Wind has over thirty years of experience in applying quantitative financial analysis to industry issues. He has analyzed major mergers, long-range plans, and the capital investment program for AT&T, as well as establishing guidelines for business cases, transfer pricing, and corporate governance. Serge initiated the use of the ...
- This instructor has no courses published, yet.
Geoff Winthrop
View Instructor ProfileGeoff Winthrop is a graduate of Miami University in Oxford Ohio. He graduated with a BS in Health and Sports Studies. Geoff obviously wanted to put his degree to “great use” so he decided to start a career in sales with CDW, a leading provider of technology products and services for business, government and education. Through his ...
Matthew Woodget
View Instructor ProfileA proven marketing leader whose pedigree spans 20 years of senior marketing at Intel, Microsoft and Marketing Agencies. Matthew's experience includes everything from product marketing, branding, and content strategy design to customer storytelling. Matthew helps business leaders apply storytelling as a spearhead for thought ...
Lenny Wu
View Instructor ProfileLenny is Senior Financial Analyst at Ausenco Engineering Company. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing.
Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, Certified Adaptive Insights Implementation ...
- Automating Financial Reporting in EXCEL (Part I): From Data to Report in ONE Click
- Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives
- EXCEL Challenges (Part I): Real Cases from Work
- EXCEL Challenges (Part II): Real Cases from Work
- Automating Financial Reporting in EXCEL (Part III): Fully-Integrated Annual Filing, Board Book, and Board Deck
- Top 5 Excel Skills: From Excel Rookie to Excel Guru
- Power Query: Ultimate Data Transformation
- Power Pivot: Big Data Analysis Made Easy
- Power BI: Building Interactive Dashboards
- Power Query 2: Building an Instant Consolidation
- Excel Modeling 101: 10 Dos and Don'ts
- Excel Model Makeover: Reducing Prep Time from 1 Hour to 1 Minute
- Excel Magic: Building Dynamic Formulas
- Excel Magic 2: Building Your Own Report Generating “Bot”
- Excel Pivot Tables: How to Tame the Excel Beast!
- Advanced Pivot Tables: The Ticket to Self-service Dashboards
- Excel Model Makeover 2: Reducing Data Entry Time from 2 Hours to 2 Minutes
- Excel Model Makeover 3: Reducing Update Time from 3 Hours to 3 Minutes
- Pivot Table Intermediate: Mastering Pivot Tables like a PRO
- Excel Magic 4: Ultimate API Reporting in Excel
David Wudyka
View Instructor ProfileDAVID J. WUDYKA, MBA, BSIE is the Founder and Managing Principal of Westminster Associates, a Human Resource Consulting firm located in Wrentham, Massachusetts. He has devoted over thirty years to the Human Resources field, specializing in the design, development, and implementation of HR programs for major companies in the manufacturing and ...
- This instructor has no courses published, yet.
Saori Yamada
View Instructor ProfileSaori is an Accounting Leader in the Revenue Recognition Team of Corporate Accounting and Reporting group of Intuit. In this role, Saori focuses on ensuring that revenue is properly recognized for key products such as Quickbooks and TurboTax as well as monitor enterprise wide services for revenue recognition implications. Saori is also ...
- This instructor has no courses published, yet.
Barry Zalma
View Instructor ProfileBarry Zalma, Esq., CFE, has practiced law in California for more than 42 years as an insurance coverage and claims handling lawyer. He now limits his practice to service as an insurance consultant and expert witness specializing in insurance coverage, insurance claims handling, insurance bad faith and insurance fraud almost equally for ...
- Ethics and The Officer or Director of a Business
- Contracts For People in Business
- Insurance Fraud - An Overview
- How To Read and Understand Typical Business Insurance Policies
- How To Successfully Present a Commercial Property Insurance Claim
- What To Do When Your Company Gets Sued - And How to Prepare
- Ethics and The CFO
- The Law of Torts for a Person in Business
- The Obligations of a Public Insurance Adjuster
- Compliance with Good Faith Settlement Practices Regulations
- Compliance with Special Investigation Unit Regulations
- Insurance Fraud Prevention
- The Insurance Examination under Oath (EUO)
- The Duties of an Insured Presenting a First-Party Property Claim
- The Creation of a Scope, Statement, and Proof of Loss
- Investigation of a First-Party Property Insurance Claim
- Interviewing Techniques for the Insurance Professional
- What is the Problem with Fraud?
- Ethics for the Insurance Professional
- The Basics of the Law of Contracts for the Insurance Professional
- The Necessity of an Honest and Complete Insurance Application
- How to Read and Understand an Insurance Policy
- How to Acquire a First-Party Property Insurance Policy
- Introduction: Excellence in Claims Handling
- Corporate Liability Insurance: Excellence in Claims Handling
- How to Acquire a Policy of Third Party Liability Insurance
- How to Read and Understand a Liability Insurance Policy
- The Necessity For An Honest And Complete Application For Insurance
- The Full Law Of Contracts For The Insurance Professional
- The Law of Torts
- Ethics for the Corporate Liability Insurance Professional
- The Covenant of Good Faith and Fair Dealing
- Interviewing Techniques For The Corporate Liability Insurance Professional
- Certified Expert in Corporate Liability Insurance: Investigation Of A Third Party Liability Insurance Claim
- The Duties Of An Insured Presenting A Third Party Bodily Injury and Property Damage Claim
- Corporate Liability Insurance Fraud Prevention
- Corporate Liability Insurance: Rescission - An Equitable Remedy
- Certified Expert in Corporate Liability Insurance: Compliance With Good Faith Settlement Practices Regulations
- Corporate Liability Insurance: Millions For Defense Not A Dime For Tribute
- The Statement And the Investigation of Third Party Liability Insurance Claim
Christopher Zellner
View Instructor ProfileChris Zellner is the Resource Manager at CNM LLP within the People Operations Department. He has a passion for change management with a goal of improving the employee experience for everyone. Prior to joining CNM, Chris served for 7 years in the United States Air Force where he fulfilled a variety of roles in various countries.
- This instructor has no courses published, yet.