White Papers

Why Cross-Training Is Critical for Audit, Accounting and Corporate Finance

If your auditors and accountants don’t know finance and your finance folks don’t know audit and accounting, you and they are sincerely missing out.

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Illumeo 2018 Audit, Accounting and Corporate Finance Professional Development Su

Most mid- and large-sized companies have Learning Management Systems (LMSs) and spend a lot on training for managers and employees. What we found in our 2018 survey on professional development for audit, accounting and corporate finance professionals is that most companies... more >

Four Ways to Save Big and Do Better on Training for Audit, Accounting & Finance

At mid- and large-sized companies roughly $2,500 is spent training each person, each year. That's a lot of money! Are you getting the most for that investment? Do you even know where you're spending? That's not a trick question as most finance and accounting organizations do... more >

Serving the 99% in Your Audit, Accounting and Finance Organizations

The top 1% of most organizations get lots of attention and resources invested in them, and for good reason. What tends to happen is that the 99% go under-utilized, and what could be a massive force for good is left to languish in a world of 'good enough' and 'on-the-job'... more >

Why the “LMS for CPE” Is Such a Fitting Solution for the CFO’s Organization

There are corporate Learning Management Systems (LMSs) and there are Continuing Professional Education (CPE) providers for individuals. So with millions of certified professionals in corporate positions related to accounting and finance, why is the "LMS for CPE" not a bigger... more >

Five Reasons Your Company Needs an  ‘LMS for CPE’

With so much emphasis placed on training these days, many people are surprised to learn that most companies are filled with certified professionals (such as CPAs, CMAs, SPHRs and so on) who are not served by the company's existing Learning Management System (LMS).
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Seven Indispensable Skills for the Modern Manager - Potent Principles for People

What does being a “manager” even mean today? Lots of people with manager titles manage projects and stuff, not people. Some are supervisor, coach, partner, peer, leader – heck, the term “manager” has found and lost more meanings than most words in today’s business lexicon.... more >

Ethics in Today's Business World: How to Run a Clean Organization

Ethics is a topic that continues to come to the forefront of corporate, shareholder, stakeholder, and regulatory conversations. Companies search for ways to emphasize the importance of strong ethics, integrity, and proper behavior. A multitude of procedures are in place to... more >

Five Habits of Successful Corporate Finance Leaders

Corporate finance is typically a very quiet but influential force within any successful company. Frequently, CFOs are chosen to succeed CEOs because they know so much about the inner workings of a company and they speak the investors’ language.

So the question is:... more >

Forget What You Think You Know: 5 Steps to Effective Onboarding

Onboarding can make or break a company’s effective utilization of a new hire. Most managers just take it for granted that new hires will be stumbling around for weeks and won’t be truly effective until they reach the six month mark. Along the way, untold thousands are lost,... more >

Expert Excel: Perform Lookups With SUMIFS

What is your favorite lookup function? Perhaps the most common answer is VLOOKUP. Other standard lookup functions include MATCH, INDEX, HLOOKUP, GETPIVOTDATA, and LOOKUP. Rarely is SUMIFS included in any list of lookup functions. In fact, Excel... more >

Why Focused Expert Certifications are Critical for Employees and Employers

Employees have always hungered for meaning and success in their careers; and employers have always sought continuous improvement from their people. Continuing professional certification is a clear path to delivering for both sets of stakeholders. These don't have to be multi-... more >

Five Best Practices for Developing Experts on Your Team

Leaders across all functions are increasingly expressing concern about widening skill gaps. The competencies required of today's corporate professionals are vast and varied - and they are constantly changing with advancements in technology, business models, regulations, and... more >

Eight Tenets of Internal Control: How to Create a Strong Control Environment

In today’s fast paced business environment, the concept of internal controls, emerging technologies, and fraud and risk are critical for all organizations to evaluate and properly manage. This whitepaper explores eight key tenets for anyone in internal audit or involved with... more >

Seven Strategies for Successful and Effective Sarbanes-Oxley Compliance

Sarbanes-Oxley (SOX) compliance costs companies significant dollars, and the compliance process and standards are constantly changing. Whether it's the new COSO 2013 framework, legislation dealing with fraud, or pronouncements from the Public Companies and Accounting... more >

How To Calculate The ROI Of Professional Development

Increasingly, employees are requesting and requiring professional development programs as a condition of working for, or staying with, an employer. Companies that do not offer training as a benefit are struggling to hire and retain highly qualified workers, leading to higher... more >

Best Practices for Modern Competency Assessments for Corporate Professionals

Successful execution of every function hinges on the competency of individual employees. Managers want a consistent and uniform framework to determine the capabilities and proficiencies of their staff.

The modern competency assessment emphasizes the development and... more >