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.
Jon Fay
View Instructor ProfileJon is an Instructor, Harvard Extension School, where he teaches graduate-level courses in business strategy and behavioral economics. He is also an Instructor for Harvard’s intensive Professional Development certificate programs, where he designed and co-leads the Advanced Strategy Program.
Previously, ...
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 ...
- Leading Global Teams – Without Leaving People Out
- Leading Global Change: Part 1 - Understanding Cultural Implications
- Leading Global Change: Part 2 – Creating a Global Vision
- Leading Global Change: Part 3 – Connecting Globally
- Influencing Up: How to be Seen and Heard as a Strategic Partner
- Mastering Your One-on-Ones (1:1s) with Your Boss
- Mastering Your One-on-Ones (1:1s) with Your Employees (For Managers)
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
- Auditing Logical Security and Logical Access Controls
- Auditing Change Management
- Auditing Active Directory
- Performing a Business Risk Assessment
- An Introduction to General Data Protection Regulation Compliance
- Complying with California Consumer Privacy Act (CCPA)
- Securely Working from Home
- An Introduction to HITRUST
- Preparing for a SSAE SOC Assessment
- An Introduction to Trust Service Criteria for Security, Availability, Processing Integrity, Confidentiality and Privacy
- Performing a Security Risk Assessment
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
- Management Development
- Introduction to Change Management and Organizational Change
- Theories of Change in Practical Life
- The use of Self as an Instrument of Change
- Explaining Individual Behavior and Actions in Response to Change
- Developing a change toolkit - Diagnosis
Lynn Fountain
View Instructor ProfileMs. Fountain has over 40 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
- Internal Audit Standards - Executing the Audit Engagement
- COSO 2013 Overview
- COSO 2013 Control Environment
- COSO 2013 Control Activity
- COSO 2013 Risk Assessment
- COSO 2013 Information and Communication
- COSO 2013 Monitoring
- Internal Audit Management - Top Skills
- Foundations for a Strong Internal Audit Department
- Internal Audit: Keys to Managing an Effective Function
- Today’s Corporate Ethical Culture - An updated course
- 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) Introduction to Basics - Updated
- 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
- Internal Audit Standards - Managing Internal Audit Work
- Finding the Leader Within
- Managing Travel and Entertainment Expense
- Effectively Managing and Controlling Travel and Entertainment (T&E) Expenses
- Financial Statement Introduction
- Real World Business Ethics Scenarios
- Cyber Risk Framework - Detect Part One
- Information Technology General Controls Primer
- Not for Profit Financials - Focus on Net Assets
- Managing Through Corporate Politics
- SOC Reports following SSAE 18 Requirements
- Internal Audit Effective Relations with the Audit Committee
- Professional Skepticism - Keys to Maintaining
- Fraud and Personal Identity Theft
- Fraud and Business Identity Theft
- Managing - Traits and Skills
- Managing - Generational and Cultural variances
- Understanding Risk-Based Auditing
- Risk Based Auditing – Establishing a Methodology
- Risk Based Auditing – Applying the Methodology
- Management Internal Control Essentials
- Whistleblower Hotlines - History and Regulations
- Whistleblower Hotlines - Effective Management
- Sarbanes-Oxley Section 302: ICFR
- Sarbanes-Oxley (SOX) And Fraud Sections
- SOX: Authoritative Bodies
- Sarbanes-Oxley (SOX) Standards - Evolution
- Sarbanes-Oxley (SOX) - Top Down Risk Assessment Part 1
- Sarbanes-Oxley (SOX) - Top Down Risk Assessment Part 2
- Sarbanes-Oxley (SOX) - Entity Level Controls
- Sarbanes-Oxley (SOX) Identifying and Documenting Controls
- Sarbanes-Oxley (SOX) Testing
- Sarbanes-Oxley (SOX) - Information Technology Controls
- Sarbanes-Oxley (SOX) - Assessing Material Impact
- Internal Audit Standards Overview
- Documentation Methods For Internal Control Processes
- History of Ethics
- Ethics and Psychology: Part 1
- Ethics and Psychology: 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
- COSO 2013 - Operational Execution
- The Fraud Triangle
- Fraud: Focus on Corruption
- Fraud: Focus on Fraudulent Disbursements
- Fraud: Focus on Cash And Assets
- 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
- Transition from SSAE 16 to SSAE 18
- Revenue Recognition Standard Overview
- Revenue Recognition: Identify The Contract Part 1
- Revenue Recognition: Identify The Contract Part 2
- Revenue Recognition: Performance Obligations Part 1
- Revenue Recognition: Performance Obligations Part 2
- Revenue Recognition: Transaction Price Part 1
- Revenue Recognition: Case Scenarios Part 1
- Revenue Recognition: Transaction Price Part 2
- Revenue Recognition: Allocating Transaction Price
- Revenue Recognition: Case Scenarios Part 2
- Revenue Recognition: Recognize Revenue
- Revenue Recognition: Scenarios For Performance Obligations
- Revenue Recognition: Scenarios For Identify The Contract
- Revenue Recognition: Scenarios For Transaction Price
- Cyber Threat – The Modern-Day Fraud: Breaches and Actions
- Revenue Recognition: Scenarios For Transaction Price And Recognize Revenue
- A Primer on Cyber Security Programs and Roles
- Cyber Risk Frameworks And Concepts
- Cyber Risk Framework - Utilizing The Tier Approach
- Cyber Risk Framework - Identify Assets
- Cyber Risk Framework - Protect Assets
- Cyber Risk Framework - Prioritize Assets
- Cyber Risk Framework - Respond
- Cyber Risk Framework - Detect Threats Part Two
- Cyber Risk Framework - Recover
- Analyzing Financial Ratios - Solvency, Liquidity and Debt
- Introduction to Accounting For Not-for-Profit Entities
- Analyzing Financial Ratios - Leverage
- Accounting for Not-for-Profit Entities
- Analyzing Financial Ratios - Performance And Efficiency
- Tax Cuts and Jobs Act and the Stock Market
- Internal Audit & Controls Key Concepts
- Not-for-Profit Financial Statements Part 2
- Cyber Risk in Small-Medium Entities
- Fraud in Small-Medium Entities
- Conducting An Audit In Accordance With GAAS - Part 1
- Conducting An Audit In Accordance With GAAS - Part 2
- Conducting An Audit In Accordance with GAAS - Part 3
- Revenue Recognition For Software And Technology
- Introduction to Technology Role Based Access Controls
- GAAP Principles, Assumptions and Considerations
- Enterprise Risk Assessment
- GAAP Presentation of Financial Statements
- FASB Codification Research System
- Test Your Fraud IQ – Segment One
- Test Your Fraud IQ – Segment Two: Fraud Culture and Cyber Risk
- Financial Statement Essentials for Not-for-Profits
- Bookkeeping: Terminology and Process Execution
- Bookkeeping: Debits And Credits
- Bookkeeping: Cash vs. Accrual
- Bookkeeping: Payroll And Expenses
- Bookkeeping: Legal Entity And Chart Of Accounts
- Bookkeeping: Responsibilities
- Bookkeeping: Fixed assets and inventory
- Bookkeeping: Journals, Subsidiary Ledgers and General Ledger
- Bookkeeping: Accounts Payable/Accounts Receivable And Receipts
- Useful Bookkeeping Tools
- Tools for Internal Control Certificate
- Tools For Sarbanes-Oxley Compliance
- Bookkeeping Basics – Case Study Scenario
- Introduction to Accounting for Income Taxes Based on Income
- Practical Application For Accounting For Income Taxes Based On Income Part 1
- Practical Application For Accounting For Income Taxes Based On Income Part 2
- Lessons of an Auditor- Tools for Internal Control Certificate
- COVID-19 Business Impact Analysis - Updated
- COVID-19 Impact on Payroll and Payroll Fraud
- CPA Firms Employee Management and Communication Process
- Conducting Remote Audits
- Q1 2020 Technical Accounting Update
- Management Discussion and Analysis (MD&A) Update
- Fraud in the World of COVID
- COVID-19 Impact on EBITDA: EBITDA-C
- Recovery After COVID
- Q3 2020 Technical Accounting Update
- Anti-Money Laundering - Understanding the Process
- Not-For-Profit Accountability and Responsibility
- Internal Audit Challenges During Times of COVID
- Anti-Money Laundering - Establishing a Compliance Program
- Revenue Recognition COVID Implications
- Internal Audit Emerging Risks for 2021 and Beyond - Part 1
- Internal Audit Emerging Risks for 2021 and Beyond - Part 2
- Internal Audit Emerging Risks for 2021 and Beyond - Part 3
- Internal Audit Emerging Risks for 2021 and Beyond - Part 4
- 2020 Technical Accounting Update and 2021 Outlook
- Anti-Money Laundering Warning Signs and Mitigation Techniques
- Anti-Money Laundering and the US Patriot Act
- Establishing a Third-Party Risk Management Program
- Payroll Protection Program and Forgiveness Calculation Update
- Performing an Effective Business Risk Assessment in Crisis Times
- Become An Effective Leader in the New Normal
- Leading in Difficult Times
- Accounting and Financial Reporting considerations due to COVID and the Economic Downturn
- Managing Cultural and Generational Variances in the New Normal
- The Treasury Function Part 1: Cash, Liquidity and Investments
- Introduction to Business Intelligence (BI)
- Securities and Exchange Commission: Structure and Authority
- Securities and Exchange Commission: Mandates and Programs
- Securities and Exchange Commission: Rulemaking and the Enforcement Process
- Securities and Exchange Commission: Focus on Regulation S-K, S-X and Form 8-K
- Securities and Exchange Commission: Financial Reports - Focus on Form 10-K and 10-Q
- Dealing with Difficult People
- Q1 2021 Technical Accounting Update
- The Controller’s Series: The Controller Function - Elevating the Role
- The Controller’s Series: The Controller Function - Strategic and Annual Planning