Controller's Workshop

***Free 4 Hours CPE for Members***
Virtual Annual Controller’s Workshop 

Friday, November 17, 2023 - 9 am to 1 pm
Brochure 2023


9:00  Negotiation


Many people lack confidence in their ability to negotiate or at least think they could improve at negotiating.  Gerald will examine how negotiation happens in all aspects of our lives every day, and then some of the tools that make negotiation easier and more effective.  Build your skills to become a better negotiator. 

 10:00   Measuring and Managing Customer Profitability for Business Success

Dr. Raef Lawson, Executive Director, Profitability Analytics Center of Excellence

Managers are often surprised to learn that a small percentage of their customers generate substantially more than 100% of profits, and their remaining customers are either breakeven or unprofitable. Furthermore, they fail to realize that customers who are easy to acquire and retain may not yield the most profits.  Raef will discuss two approaches using Customer Profitability Analysis (CPA) and Customer Lifetime Value (CLV) that will help to measure and manage customer profitability.

11:00 How Good Employees Rationalize Bad Decision:  A Look at Fraud in Today’s Organizations

Dr. Kristine Brands, Associate Professor at Regis University

A plethora of research shows that the people you work with and the culture you work around will affect behaviors, for better or worse.   Kristine, will explore organization fraud and how employee behaviors could result in organizational fraud.

 12:00   2023 Tax Update

Dan Schrader, CPA, CCIFP

 Dan will provide an update a tax update on important changes for 2023.