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.
Jake Feldman
View Instructor ProfileJake Feldman, Founder and Managing Director of the Global TaxFin Advisory Group LLC, has over 25 years’ international tax, treasury and finance experience in both the corporate and public accounting sectors, providing advisory services in the following areas:
Transfer pricing planning and studies
Tax audit defense
Carlann Fergusson
View Instructor ProfileCarlann Fergusson has been an executive coach for over twenty years. She blends her expertise in behavioral psychology, change management, strategic thinking and organizational development to create lasting results. She ensures leaders gain deep self-awareness and eliminate self-sabotaging behaviors. Her guidance is ...
Kenneth Fick
View Instructor ProfileAs a goal focused, senior leader, financial expert and business partner, Ken builds enterprise value by moving ideas from concept to execution by partnering with sales, marketing and operations to identify new revenue streams and profit opportunities that increase EBITDA and expand the business ...
Wendi Finn
View Instructor ProfileWendi Finn is a CPA with a MS in Technology. She spent six years working for the big 4 in public accounting as a system security expert prior to founding IS Security Solutions, LLC in 2004. In addition to consulting, Wendi has 10 years experience as a professor at Franklin University, was a member of the State of Ohio Audit ...
- Reducing Cyber Security Risk for Business
- Information Technology (IT) General Controls
- Disaster Recovery for Information Technology (IT)
- An Introduction to Incident, Change, and Project Management for Hardware and Application Support
- Comparing Corporate Security Methodologies
- Protect Your Data from Hackers, Virus and Phishing Schemes
- SSAE18 - Maximizing The Value and Benefit
- Acquisitions and Mergers - IT Considerations and Impact
- Moving Core Company Processes Securely to the Cloud
- Performing a Security Assessment
- Security Information Event Management (SIEM) – A Cybersecurity Solution to Preventing Phishing, Ransomware and Data Breaches
- An Introduction to Artificial Intelligence
- Auditing Information Technology (IT) General Controls
David Fionda
View Instructor ProfileDavid J. Fionda MS, CPA is a highly accomplished and engaging educator, facilitator, briefing leader and speaker, in live, web and hybrid formats, for universities, professional development organizations and corporations.
Dave's teaching experience has included being a member of the faculty at leading business schools Bentley ...
- Cost Types and Their Impact on Decision Making
- Using Cost Volume Profit Analysis to Drive Innovation and Results
- Fundamentals of Activity Based Costing
- Evaluating Performance using Standard Costing and Variances
- Managing and Controlling Overhead Expenses
- Decision Making and Relevant Costs
- Creating Capacity and Capital Budgeting Considerations
Laura Fisher
View Instructor ProfileLaura Fisher is the Founder and Managing Director of Silicon Valley Treasury Consulting Group (www.svtreasury.com) and is a Registered Investment Advisor in the State of California. As an independent consultant since 2002, Laura advises clients in the areas of ...
- This instructor has no courses published, yet.
Jennifer Flaa
View Instructor ProfileJennifer Flaa is a visionary entrepreneur with a 20+ year track record of success launching new tech companies and creative ventures. She is currently the CEO of both Vettanna and The Bird Commission
Jennifer began her career testing space flight hardware and communications systems at ...
Carrie Foster
View Instructor ProfileCarrie Foster specialises in the facilitation of coaching, people management and Organisation Development interventions that deliver added value and a measurable ROI to bottom line performance. Creative, fun and engaging she is dedicated to enabling people to have the courage to overcome obstacles to perform in order to deliver the ...
- Human Resource Management (HRM) in Context
- Organization Development (OD) in Practice
- Human Resources (HR) as a Business Partner
- Human Resources (HR) for Non-HR Managers
- Training Design for Behavior Change
- Human Resources (HR) Strategy Development
- Training Design for Return on Investment
- Designing Organization Development (OD) Interventions
- Organization Development (OD): The Evaluation Phase
- Talent Management and Succession Planning
- People Resourcing
- History and Evolution of Organization Development (OD) and Change
- Appreciative Inquiry in Practice
- Organization Development (OD): The Diagnostic Phase
- Organizational Frameworks
- Leading Change and the Use of Self
- Organization Design Theory and Practice
- Ethical and Professional Practice
- Developing an Agile Organization
- Using Data for Human Resources (HR) Decision Making
- Leading and Managing People
- Becoming an Employer of Choice
- Systems of Strategic Reward Management
- Organizational Development: A Tool Kit for People-Led Change (Article)
- Strategic Change Management
- Human Resources (HR) Influencing at the Board Level
- HR Strategy Development (Article)
- Learning and Development in Context
- Learning and Development (L&D) in Practice
- Developing a Learning and Development Strategy
- Performance Management
Lynn Fountain
View Instructor ProfileMs. Fountain has over 30 years of experience in the business profession, which includes public and industry accounting and over 20 years within internal and external auditing combined. She is a nationally recognized trainer and speaker and also a published author. She is a subject matter expert and specializes in Internal Audit, ...
- Identifying and Implementing the Proper Balance of Internal Controls
- Information Technology (IT) Risks in Emerging Business Environments
- Segregation of Duties for Core Business Processes
- Applying the Standards for Internal Auditors in Line with Your Organization's Needs – Part Three: Executing the Audit Engagement
- COSO 2013 Framework Requirements and Implementation Overview
- COSO 2013 Control Environment Compliance
- COSO 2013 Control Activity Compliance
- COSO 2013 Risk Assessment Compliance
- COSO 2013 Requirements for Complying with the Information and Communication Component
- COSO 2013 Requirements for Complying with the Monitoring Component of COSO
- Top Skills for Internal Audit Management
- Foundations for a Strong Internal Audit Department
- Keys to Managing an Effective Internal Audit Function
- Corporate Ethics
- Fraud Evaluations: A Guide for The Compliance Professional
- Fraud Risk Assessments
- Sarbanes Oxley (SOX) Overview
- Sarbanes-Oxley (SOX) Section 404
- XBRL (eXtensible Business Reporting Language) Basics
- XBRL - Connection to SOX 302/404 and Critical Roles
- Enterprise Risk Management 101
- Segregation of Duties for the Office of the CFO
- Right Sizing ERM for the Office of the CFO
- Applying the Standards for Internal Auditors in Line with Your Organization's Needs - Part Two: Managing Internal Audit and Nature of Work
- Finding the Leader Within
- The CFO’s Dilemma: Managing Travel and Entertainment Expenses (T&E)
- Effectively Managing and Controlling Travel and Entertainment (T&E) Expenses
- Introduction to Understanding the Balance Sheet, Income Statement, Cash Flow and Retained Earnings
- Real World Business Ethics Scenarios
- Cyber Risk Assessment – Detect Threats Part One
- Information Technology in Today’s Digital World: General Controls Primer
- ASU-2016-14 Not-for-Profit Financial Statements Part One: Focus on Net Assets
- Managing Through Corporate Politics - The Achilles’ Heel of Executing Professional Skepticism
- Service Organization Control Reports under SSAE18
- Internal Audit: Keys to Building Effective Relationships with the Audit Committee
- Keys To Maintaining Objectivity and Professional Skepticism
- Personal Identity Theft
- The Business Identity Theft Crisis
- The Art of Being A Good Manager: Part 1: Traits and Skills
- The Art of Being A Good Manager: Part 2: Generational and Cultural Considerations
- Understanding Risk-Based Auditing
- Risk Based Auditing – Establishing a Methodology
- Risk Based Auditing – Applying the Methodology
- Management Internal Control Essentials
- When The Whistle Blows Part 1: History, Regulations, and Concepts
- When The Whistle Blows Part 2: Managing Whistleblower Hotlines
- Sarbanes-Oxley (SOX) Section 302: Internal Controls over Financial Reporting
- Sarbanes-Oxley (SOX) Section 806, 902, 906
- SOX: Authoritative Bodies
- The Evolution of Sarbanes-Oxley (SOX) Auditing Standards
- Sarbanes-Oxley (SOX): Preparing for a Top Down Risk Assessment Part 1
- Sarbanes-Oxley (SOX): Executing a Top Down Risk Assessment Part 2
- Sarbanes Oxley (SOX): Entity Level and Soft Controls
- Sarbanes-Oxley (SOX) Identifying and Documenting Controls
- Sarbanes-Oxley (SOX) Testing
- Sarbanes-Oxley (SOX) General Controls, Applications Controls, and Spreadsheet Controls
- Sarbanes-Oxley (SOX) Difficulty of Assessing Material Impact
- Applying the Standards for Internal Auditors in Line with Your Organization's Needs - Part One
- Proper Documentation Methods for Internal Audit and Internal Controls Processes
- History of Ethics
- Psychology Behind Ethics: Part 1
- Psychology Behind Ethics: Part 2
- Keys to an Effective Code of Conduct
- Relationship between Ethics, Morality, and the Law
- Framework for Ethical Decision Making
- Keys to Understanding Conflicts of Interest
- Impact of Ethics on Leadership
- Traits and Skills of the Ethical Leader
- Comprehensive Examination of COSO 2013: Components and Principles
- Introduction to Forensic Accounting
- Foundations for a Strong Internal Audit Function
- Moving COSO to Operationalization Stage
- Dissecting the Fraud Triangle
- Fraud: Focus on Corruption
- Fraud: Focus on Fraudulent Disbursements
- Fraud: Focus on Cash Component of Asset Misappropriation
- Fraud: Focus on Inventory
- Fraud: Focus on Financial Statement Fraud – Part One
- Fraud: Focus on Financial Statement Fraud – Part Two
- Fraud and COSO 2013
- Top Fraud Schemes
- Fraud: Focus on Internal Controls to Prevent and Detect Fraud
- Understanding the Requirements of SSAE18
- Overview of Complying with the ASC 606 Revenue Recognition Standard
- ASC 606 Revenue Recognition: Considerations for Identifying the Contract Part 1
- ASC 606 Revenue Recognition: Considerations for Identifying the Contract Part 2
- ASC 606 Revenue Recognition: Considerations for Performance Obligations Part 1
- ASC 606 Revenue Recognition: Considerations for Performance Obligations Part 2
- ASC 606 Revenue Recognition: Determining the transaction price Part 1
- ASC 606 Revenue Recognition: Case Scenarios for 5 Step Revenue Recognition Process Part 1
- ASC 606 Revenue Recognition: Determining the transaction price Part 2
- ASC 606 Revenue Recognition: Allocating transaction price to performance obligations
- ASC 606 Revenue Recognition: Case Scenarios for 5 Step Revenue Recognition Process Part 2
- ASC 606 Revenue Recognition: Recognizing Revenue
- ASC 606 Revenue Recognition: Case Scenarios for Performance Obligations
- ASC 606 Revenue Recognition: Case Scenarios for Identifying the Contract
- ASC 606 Revenue Recognition: Case Scenarios for Transaction Price
- Cyber Threat – The Modern-Day Fraud: Breaches and Actions
- ASC 606 Revenue Recognition: Case Scenarios for Allocating Transaction Price & Recognizing Revenue
- A Primer on Cyber Security Programs and Roles
- Cyber Risk Management Frameworks and Concepts
- Measuring Cyber Risk Utilizing Tiers
- Cyber Risk Assessment - Identify Critical Assets
- The Small Business Financial Guide to Growth
- Cyber Risk Assessment - Protect Assets from Threats
- Cyber Risk Assessment – Prioritize Assets for Protection
- Cyber Risk Assessment – Respond to Incidents
- Cyber Risk Assessment – Detect Threats Part Two
- Cyber Risk Assessment – Recover from Incidents
- Financial Ratio Analysis – Solvency, Liquidity and Debt Ratios
- Introduction to Accounting For Not-for-Profit Entities
- Financial Ratio Analysis – Leverage Ratios
- Accounting for Not-for-Profit Entities
- Analyzing Financial Efficiency and Performance Ratios
- Technical Accounting Update – Rev Rec, Leases, Variable Interest Entities, Reporting for Non-profits
- Topic 740: Tax Cuts/Jobs Act and Stock Market Trends
- Internal Audit & Controls Key Concepts
- ASU-2016-14 Not-for-Profit Financial Statements Part Two: Focus on Statement of Activities and Statement of Cash Flow
- Cyber Security in Not-for-Profit, Governmental, and Small Entities
- Fraud in Not-for-Profit, Governmental, and Small Entities
- AU-C Section 200 Independent Auditor and the Conduct of an Audit in Accordance with GAAS - Part 1
- AU-C Section 200 Independent Auditor and the Conduct of an Audit in Accordance with GAAS - Part 2
- AU-C Section 200 Independent Auditor and the Conduct of an Audit in Accordance with GAAS - Part 3 - AU Section 508
- Topic 606: Part 2: Revenue Recognition For Computer Software and Technology Companies
- Topic 606: Part 1: Revenue Recognition for Software and Technology
- Introduction to Role Based Access Information Technology Controls (RBAC) and Segregation of Duties
- GAAP Principles, Assumptions and Considerations
- The Enterprise Risk Assessment Process
- GAAP Presentation of Financial Statements
- Simplifying the FASB Codification Research System
- Test Your Fraud IQ – Segment One
- Test Your Fraud IQ – Segment Two: Fraud Culture and Cyber Risk
- Financial Statement Essentials – Balance Sheet, Income Statement, Cash Flow in both For-Profit and Not-for-Profit Organizations
- Bookkeeping Basics - Critical Accounting Terminology and Effective Execution of Concepts
- Bookkeeping Basics – Processes and Debits and Credits
- Bookkeeping Basics – Accrual vs. Cash Accounting
- Bookkeeping Basics – Payroll and Expenses
- Bookkeeping Basics – Formation of a Legal Entity and Establishing a Chart of Accounts
- Bookkeeping Basics – The Essential Responsibilities of the Bookkeeper on a Daily, Weekly, Monthly and Annual Basis
- Bookkeeping Basics – Fixed Assets and Inventory
- Bookkeeping Basics – Utilizing Journals, Subsidiary Ledgers and the General Ledger
- Bookkeeping Basics – Accounts Payable/Disbursements and Accounts Receivable/Receipts
- Useful Bookkeeping Tools
- Tools for Internal Control Certificate
- Tools For Sarbanes-Oxley Compliance
- Bookkeeping Basics – Case Study Scenario
- ASC 740 Introduction: Accounting for Income Taxes Based on Income
- ASC 740 Part 1: Practical Application For Accounting for Income Taxes Based on Income
- Lessons of an Auditor- Tools for Internal Control Certificate
Jim Frazier
View Instructor ProfileCurrently, Jim Frazier is president of Take Charge Seminars, a training company specializing in seminars, webinars and publishing on sales and use taxes and other accounting topics. Since 2005, he has been writing and publishing one of the only sales tax blogs in the world, The Sales Tax ...