BUSINESS LEARNING INSTITUTE Course Listing by Topic · 2020-05-05 · PSBLIAO The Anticipatory...
Transcript of BUSINESS LEARNING INSTITUTE Course Listing by Topic · 2020-05-05 · PSBLIAO The Anticipatory...
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BUSINESS LEARNING INSTITUTE
Course Listing by Topic
The Business Learning Institute is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
The Business Learning Institute (BLI) exists to help you chart your course for success.We are the strategic learning partner and talent management consultancy for professional organizations worldwide. BLI facilitates the rapid development and sharing of the competencies and strategic knowledge required to lead and succeed in today’s ever-changing business environment.
BLI’s competency-based curriculum, courses, content, and community maximize career trajectories and prepare forward-thinking professionals for the journey to come.
Accounting
Anticipatory Skills
Artificial Intelligence
Audit
Big Data
Blockchain
Business Development
Business Law
Business Management
Business Valuation
Business Writing
Cannabis Accounting
Career
Cash Flow
Cash Management
Change Management
Client Advisory Services
Coaching & Counseling
Collaboration
Communication Skills/ Communication
Conflict Management
Consulting
Controllership
Corporate Finance
COSO
Cost / Managerial Accounting
Creative Thinking
Culture
Customer Service
Cybersecurity
Data Analytics
Delegation
Diversity and Inclusion
Economics
Emotional Intelligence
Ethics – Behavioral
Ethics – Regulatory
Etiquette
Facilitation
Finance
Financial Analysis
Financial Knowledge for Non–Accountants
Financial Management
Financial Reporting
Forecasting
Fraud
Generational issues
Governance
Health Care
IFRS
Information Technology
Internal Control
Leadership
Lean Accounting
Management
Marketing
Meetings
Negotiation
Performance Management
Personal Development
Personality Styles
Personnel/HR
Presentation Skills
Problem Solving
Project Management
Public Speaking
Revenue Recognition
Risk Management
Software – Excel
Software – Windows
Strategic / Business Planning
Strategic & Critical Thinking
Sustainability
Tax
Team Building
Time Management
Trust
Unconscious Bias
Wellness
Women’s Issues
XBRL
Yellow Book
KEYAvailable Formats
SEMINAR | WEBCAST | ON-DEMAND
BUSINESS LEARNING INSTITUTE
COURSE TOPICS
COURSE ID FORMAT COURSE NAME INSTRUCTOR
4 Each BLI course can be custom tailored for your organization.
ACCOUNTING
BUSCOMBA Practical Guide to Business Combination Standards: Coming to Terms with FASB Statements 141,142 &146 (ASC 805)
Ray Thompson
AABUFF A&A Buffet: Build Your Own Accounting and Auditing Course Jennifer Louis
THAAA&A Executive Summary Update – Highlights of the Most Critical Current Issues and Changes
Jennifer Louis
RIGP A&A Update for Small-or Mid-Size Private Companies Jennifer Louis
PAANFPA&A Update for Nonprofits: Practical Insights into the Latest Accounting, and Auditing Issues Relevant to Nonprofit Entities
Jennifer Louis
PAAU A&A Update: Highlights of the Latest Accounting, and Auditing Issues Jennifer Louis
BC-ABCSABCs of Blockchain – Beyond the Hype; the Basics of What Business Needs to Know
Sean Stein Smith
PAFRUAccounting & Financial Reporting Update: Highlights of the Latest Financial Statement Issues
Jennifer Louis
PAAA Accounting and Auditing Current Developments (Accounting Update) Ray Thompson
PAFRNPAccounting and Financial Reporting Update for Nonprofits: Practical Insights in Current Financial Statement Issues Relevant to NP Entities
Jennifer Louis
ACMAccounting Considerations for Mergers and Acquisitions, Including Business Combinations
Thomas Selling
EQUI Accounting for Equity Investments Jennifer Louis
AIOPS Accounting for International Operations Thomas Selling
AA6PACK Accounting Six Pack: You Get to Choose Ray Thompson
SUNAccounting Standards Review for Controllers and Finance Professionals (Latest Edition)
Ray Thompson
MABC Accounting, Tax and Business Considerations of M&A Transactions Art Flach
ABCCDM Activity Based Costing for Critical Decision Making Frank Ryan
FRFSMEAICPA Financial Reporting Framework for SMEs and Special Purpose Framework
Salvatore Collemi
MCAPAnalytical Procedures – The Most Common Analytics Used to Interpret Financial Statement Results
Jennifer Louis
AUECS Annual Update of Essential Controller Skills Frank Ryan
AUCC Annual Update of Essential Information for Controllers and CFO’s Frank Ryan
BLOBig GAAP, Little GAAP and AICPA’s Framework for SMEs Compared What Direction Should we take w/ Financial Reporting
Ray Thompson
BC-NSA Blockchain – Next Step Applications for CPAs and Business Professionals Sean Stein Smith
BC-GOVT Blockchain Technology and Governmental Accounting Sean Stein Smith
BCAG Business Combination Accounting, Including Goodwill Jennifer Louis
CANSTATECannabis Comes to [X State]: Legal, Regulatory and Compliance Considerations
Emily Burns
COURSE ID FORMAT COURSE NAME INSTRUCTOR
5For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
ACCOUNTING, CONTINUED
CANNBLAW Cannabis Law Primer: CPA, Accounting and Finance Edition Emily Burns
CTBA Cash and Tax Basis Accounting: A Practical Guide Ray Thompson
CA-ACANA Color Accounting: Accounting Comes Alive for Non-Accountants Rebekah Brown, Peter Margaritis
CA-CWCColor Accounting: Communicating with Clients – So that’s what they’re not getting!
Rebekah Brown, Peter Margaritis
CYBERCPA Cybersecurity & Privacy: Regulatory and Reporting Issues for CPAs Ray Thompson
DEBT Debt: Accounting and Financial Reporting,Risks Jennifer Louis
HEDGE Derivatives and Hedge Accounting: The Essentials Thomas Selling
MINISUM Dr. Ray’s Mini Summit for Accountants, Controllers and Finance Professionals Ray Thompson
KNOWACCT Everything You Wanted to Know About Accounting, But Were Afraid to Ask Peter Margaritis
FSU FASB / SAS Update (Latest Edition) (Accounting Update) Ray Thompson
TTRRLFIFASB’s Triple Threat: Practical Responses to the New Standards for Revenue Recognition, Leases and Financial Instruments
Ray Thompson
FSDC Financial Statement Disclosures Common to Private Entities Jennifer Louis
GASBLGASB 87: Implementing the New Lease Accounting Standard in Governmental Entities
Ray Thompson
RGCDGoing Concern Disclosure Requirements Evaluating the Impact on Preparing Financial Statements, Compilations, Reviews and Audits
Jennifer Louis
CS-GCCCP Good Customer Criteria and the Credit Process Frank Ryan, Matt Ryan
HTAA Hot Topics in Accounting and Financial Reporting (Accounting Update) Ray Thompson
GC-IDR03 How to Develop an Annual Indirect Rate Using the DCAA ICE Template (Part 3) Paul Calabrese
GC-IDR01 How to Develop DCAA-Compliant Indirect Rates (Part 1) Paul Calabrese
SALY How to Dump SALY and Find a New Creative Approach to Accounting Peter Margaritis
PCGARFImplementing FASB’s Revenue and Leasing Standards in Private Companies: GAAP Versus Alternate Reporting Frameworks
Ray Thompson
CROImplementing SSARS 21: Preparation, Compilation, Review & the Cash and Tax Basis of Accounting (Latest Edition)
Ray Thompson
IFA-PT1 Insightful Financial Analysis – Part 1 Peter Margaritis
IFA-PT2 Insightful Financial Analysis – Part 2 Peter Margaritis
KAYAFRO Know All Your Alternative Financial Reporting Options Salvatore Collemi
LEASCHNG Leases – Getting Ready for Fundamental Changes Thomas Selling
LBAGAAPLeases Before and After New U.S. GAAP: Case Studies of the Impact of Applying Changes in Lease Accounting and Financial Reporting
Jennifer Louis
COURSE ID FORMAT COURSE NAME INSTRUCTOR
6 Each BLI course can be custom tailored for your organization.
UGFG-202 Let’s Build an Indirect Rate for Nonprofits with Federal Awards Paul Calabrese
LTDTLong-Term Debt – Case Studies in Issues Impacting Classification, Disclosure and Debt Covenant Compliance
Jennifer Louis
MFINIA Macroeconomic Factors Influencing the New Industry Accountant Frank Ryan
MARIJ101 Marijuanomics 101: The Economics of Legalization Emily Burns
GC-IDR02Methods Used in Projecting Indirect Rates for Proposals & DCAA Forward Pricing (Part 2)
Paul Calabrese
UGFG-102Navigating the Uniform Guidance – The New Rules for Federal Grants Management
Paul Calabrese
UGFG-101Navigating the Uniform Guidance (2 CFR 200) – The New Rules for Federal Grants Management
Paul Calabrese
REVREC2 New Revenue Recognition Standard – What You Need To Know! Salvatore Collemi
SECP PCAOB and SEC Update Jennifer Louis
PAUI Practical Accounting Update for Industry Michael Kraten
IAAU Practical Annual Accounting Updates for Industry Jennifer Louis
LEASE Practical Approaches to Implementing the New Lease Accounting Standard Ray Thompson
PSCT Principles of Strategic Cost Transformation Reginald Tomas-Lee
PCGPPrivate Company U.S. GAAP Alternatives – When and Why Should Companies Adopt Available Simplifications
Jennifer Louis
PIU Professional Issues Update Tom Hood
REVRECOG Revenue Recognition – Getting Ready for the New Standard (Topic 66) Thomas Selling
REVRRevenue Recognition,Before and After New US GAAP: Case Studies of the Impact of Applying Changes in Accounting and Financial Reporting
Jennifer Louis
REVLEASE Revenue Recognition: Practical Approaches to Implementation Ray Thompson
SECPCAOB SEC Reporting and PCAOB Standards Salvatore Collemi
FAQS SSARS Engagements – Answering the Most Frequently Asked Questions Jennifer Louis
SSARSPIU SSARS Professional Issues Update Tony Cuozzo
SCFP Statement of Cash Flows Preparation for Small- or Medium-Sized Entities Jennifer Louis
SCCA Supercharging Cost Accounting Reginald Tomas-Lee
DERV The Basics of Derivatives and Hedge Accounting Jennifer Louis
CFPAU The Cash Flow Statement: A Practical Guide to Preparation, Analysis and Use Ray Thompson
TPVRThird Party Verification (Comfort) Requests – What are Options for Responding and How to Determine Which Professionals Standards Apply
Jennifer Louis
ACCOUNTING, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
7For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
CS-UMG Uncertainty and Managing Growth Frank Ryan, Matt Ryan
GC-IDR05 Understanding the Cost Accounting,Standards (Part 5) Paul Calabrese
GC-IDR04Understanding the FAR Subpart 31.2 Cost Principles that Impact Your Indirect Rates (Part 4)
Paul Calabrese
VARAA Various Accounting/Auditing – Selectives Gary Bulmash
ADA-100What Happens When Government Shuts Down: Impact on Federal Employees, Grantees & Government Contractors
Paul Calabrese
ANTICIPATORY SKILLS
RYBORY Are You Running Your Business ... Or Is It Running You? Bill Sheridan
BBDBI Blockchain, Big Data and Business Intelligence for Accounting and Finance Tom Hood
BYRYCLB Brand You! Running Your Career Like a Business Tom Hood
ANTCPAGet Ready for the Fast Future – The Anticipatory CPA, Accounting and Finance Professional
Tom Hood
ANTCPAWS Get Ready for the Fast Future and Future Trends Workshop Tom Hood, Rebekah Brown
HBFSKWN How to Be a Future Scout and See Around Corners and Know What’s Next Tom Hood, Rebekah Brown
7DISRUPTHow to Beat the 7 Disruptors of Work in Industry 4.0 – A Playbook for Next Gen Leaders
Tom Hood, Rebekah Brown
LEADACAD Leadership Academy Tom Hood, Rebekah Brown
POD-FT PODCAST: Forward Thinking – Tom Hood Peter Margaritis
PESMCPJ1Productivity Enablement: Simplifying the Most Challenging Parts of your Job and Becoming Future-Ready
Tom Hood, Mike Sabbatis
HATAI-1Taking a Human Approach to AI: Your Role in Being the Catalyst for Transformation
Tom Hood, Jennifer Warawa
PSBLIAO The Anticipatory Organization: Accounting and Finance,Edition Daniel Burrus
ELVUCA The Exponential Leader – Leadership in a VUCA World Tom Hood
TFIN The Future is Now Kimberly Ellison-Taylor
TFABWCOO The Future of Accounting: Big Waves of Change and Oceans of Opportunity Tom Hood
FRFAPWFFThe Future-Ready Finance & Accounting Professional – Welcome to the Fast Future!
Tom Hood
CATPPM1The Journey to Becoming a Cherished Advisor: Technology, the Process and Practice Management
Amy Vetter
NOTOYES Turn No to Yes: How to Innovate When Your Boss Says “No” Bill Sheridan
ARTIFICIAL INTELLIGENCE
AIETHICS Beware the “Artificial CPA”? Artificial Intelligence, Ethics and You Greg Conderacci
ACCOUNTING, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
8 Each BLI course can be custom tailored for your organization.
FATTFN Futuristic Audit Trends: The Future is Now Amy Vetter
7DISRUPTHow to Beat the 7 Disruptors of Work in Industry 4.0 – A Playbook for Next Gen Leaders
Tom Hood, Rebekah Brown
HTACD How to Thrive in the Age of Creative Destruction – Big Data, AI, Blockchain Leon Katsnelson
HATAI-1Taking a Human Approach to AI: Your Role in Being the Catalyst for Transformation
Tom Hood, Jennifer Warawa
TECHTREN Tech Trends for Accountants: What To Know and What You Can Do About It Donald Tomoff
CATPPM1The Journey to Becoming a Cherished Advisor: Technology, the Process and Practice Management
Amy Vetter
CAAIML1The Journey to Becoming a Cherished Advisor: Utilizing AI to Create Opportunities for Long-Lasting Client Relationships
Amy Vetter
AUDIT
BUSCOMBA Practical Guide to Business Combination Standards: Coming to Terms with FASB Statements 141,142 &146 (ASC 805)
Ray Thompson
AABUFF A&A Buffet: Build Your Own Accounting and Auditing Course Jennifer Louis
THAAA&A Executive Summary Update – Highlights of the Most Critical Current Issues and Changes
Jennifer Louis
PAANFPA&A Update for Nonprofits: Practical Insights into the Latest Accounting, and Auditing Issues Relevant to Nonprofit Entities
Jennifer Louis
PAAU A&A Update: Highlights of the Latest Accounting, and Auditing Issues Jennifer Louis
PAAA Accounting and Auditing Current Developments (Accounting Update) Ray Thompson
AA6PACK Accounting Six Pack: You Get to Choose Ray Thompson
MABC Accounting, Tax and Business Considerations of M&A Transactions Art Flach
LAPAAnalytical Procedures – Case Studies in Strengthening Analytic Financial Statement Audit Evidence
Jennifer Louis
AUCC Annual Update of Essential Information for Controllers and CFO’s Frank Ryan
ADRED Assessing and Documenting the Reliability of Electronic Data Leslie Kirsch
AQMAAudit & Attest Quality Matters that Should be on Your Radar: Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements
Jennifer Louis
PAATUAudit and Attest Update: Highlights of the Latest Issues Related to Audit, and Other Attest Services
Jennifer Louis
ADS Audit Data Standardization: Is Interoperable Audit Evidence on the Horizon Eric Cohen
AUDITCOM Audit,Communications: Interviewing and Writing Leslie Kirsch
AEBPAuditing 401K Plans: New Developments and Critical Issues for an Effective and Efficient Audit
Jennifer Louis
ABB1 Auditing Bits in Bytes – Session 1: Pre-Engagement Planning Activities Jennifer Louis
ABB2 Auditing Bits in Bytes – Session 2: Preliminary Planning Activities Jennifer Louis
ARTIFICIAL INTELLIGENCE, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
9For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
ABB3 Auditing Bits in Bytes – Session 3: Internal Control,Considerations Jennifer Louis
ABB4 Auditing Bits in Bytes Session 4: Assessing and Responding to Risk Jennifer Louis
ABB5 Auditing Bits in Bytes Session 5: Substantive Testing Jennifer Louis
ABB6 Auditing Bits in Bytes Session 6: Engagement Wrap-Up Jennifer Louis
ABB7Auditing Bits in Bytes Session 7: Identifying, Evaluating and Communicating Internal Control,Deficiencies
Jennifer Louis
ABB8Auditing Bits in Bytes Session 8: Engagement Wrap-up and Quality Control Considerations
Jennifer Louis
ABB-MAIN Auditing Bits in Bytes: Eight-Part Series Jennifer Louis
RBAFSAuditing Financial Statements – How to Get a Better Return by Avoiding the Most Misapplied Risk-Based Audit Concepts
Jennifer Louis
FBFGAuditing Financial Statements – The Four Basic Food Groups That Satisfy Your Audit Risk Appetite
Jennifer Louis
RBASAAuditing in Compliance with Yellow Book and Single Audit – How to Get a Better Return by Avoiding the Most Misapplied Audit Concepts
Jennifer Louis
ADNASAvoiding Peer Review Deficiencies and Legal Liability in Both Audit and NonAudit Services, Including Bookkeeping & Preparing Financial Statements
Jennifer Louis
BC-CRYPTBlockchain, Cryptocurrencies and Fraud Risk – What Auditors and Accountants Need to Know
Sean Stein Smith
CTBA Cash and Tax Basis Accounting: A Practical Guide Ray Thompson
AUDITITConducting and Documenting IT Assessments in the Course of a Financial Audit
Leslie Kirsch
CTTACritical Traits of a Thinking Auditor Tips for Stretching Yourself Beyond the Basics
Jennifer Louis
EGBPEssential Governance – Best Practices for Overseeing Enterprise-Wide Risk Management
Jennifer Louis
EEEFDREvaluating Evidence, Elements of a Finding and Developing Recommendations
Leslie Kirsch
AESTEvaluating the Propriety of Estimates & Other Areas of Measurement Uncertainty – An Auditor’s Perspective
Jennifer Louis
FSU FASB / SAS Update (Latest Edition) (Accounting Update) Ray Thompson
FRDTFraud – Current Trends in Today’s Environment of Shifting Risks and Changing Fraud Schemes
Jennifer Louis
FATTFN Futuristic Audit Trends: The Future is Now Amy Vetter
GRPA Group Financial Statement Audits – Who is Exactly Responsible for What? Jennifer Louis
GRWBGrow Your Business from Within: How to Deliver Maximum Value to Clients on Every Engagement
Jennifer Louis
HTAA Hot Topics in Accounting and Financial Reporting (Accounting Update) Ray Thompson
HCPGAE How To Conduct A Proper Group Audit Engagement Salvatore Collemi
VALUHow to Evaluate Whether You (the Client) are Getting the Most for Value for Your Audit Dollars
Jennifer Louis
AUDIT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
10 Each BLI course can be custom tailored for your organization.
HPEIIYAP How to Perform an Effective Internal Inspection of Your Attest Practice Salvatore Collemi
S130Integrated Audits – Performing an Effective and Efficient Engagement to Report on Internal Control and Financial Statements
Jennifer Louis
IAPB Internal Audits – The Process and Benefits Tricia Griffis
CICCInternal Controls – Critical Concepts for Managing Financial Reporting and Other Risks
Jennifer Louis
ICDNPInternal Controls for Nonprofits: Practical Insights into Mitigating Financial Reporting Compliance and Other Risks
Jennifer Louis
UGFG-202 Let’s Build an Indirect Rate for Nonprofits with Federal Awards Paul Calabrese
UGFG-102Navigating the Uniform Guidance – The New Rules for Federal Grants Management
Paul Calabrese
UGFG-101Navigating the Uniform Guidance (2 CFR 200) – The New Rules for Federal Grants Management
Paul Calabrese
NFPR Nonprofit Financial Reporting – Implementing the New GAAP Requirements Jennifer Louis
LEASE Practical Approaches to Implementing the New Lease Accounting Standard Ray Thompson
PRAWPreparing and Reviewing Workpapers: Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
Jennifer Louis
PSFEProfessional Skepticism – Case Studies in Identifying Material Fraud and Error
Jennifer Louis
SAMPSampling – Avoiding Common Mistakes on Financial Statement & Compliance Audits
Jennifer Louis
INQ Strengthen Inquiry Skills – Tips for Gathering the Information You Need Jennifer Louis
CFPAU The Cash Flow Statement: A Practical Guide to Preparation, Analysis and Use Ray Thompson
TLAA Thinking Like an Auditor When Preparing Your Financial Statements Jennifer Louis
URASLG Understanding the Role of the Auditor in State and Local Governments Tricia Griffis
VARAA Various Accounting/Auditing – Selectives Gary Bulmash
ADA-100What Happens When Government Shuts Down: Impact on Federal Employees, Grantees & Government Contractors
Paul Calabrese
YBSA Yellow Book and Single Audit – Complying with Current Requirements Jennifer Louis
YB4 Yellow Book,in 4 Hours – Complying with the Latest Requirements Jennifer Louis
YBOUTLINE Yellowbook: A Full Outline and Insights Tricia Griffis
BIG DATA
BC-ABCSABCs of Blockchain – Beyond the Hype; the Basics of What Business Needs to Know
Sean Stein Smith
BC-NSA Blockchain – Next Step Applications for CPAs and Business Professionals Sean Stein Smith
BC-GOVT Blockchain Technology and Governmental Accounting Sean Stein Smith
AUDIT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
11For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
BBDBI Blockchain, Big Data and Business Intelligence for Accounting and Finance Tom Hood
POWERBI Changing Your Business with (Big) Data: An Introduction to Power BI Guido Geerts
HTACD How to Thrive in the Age of Creative Destruction – Big Data, AI, Blockchain Leon Katsnelson
BIGDATA Introduction to Big Data Guido Geerts
BLOCKCHAIN
BC-ABCSABCs of Blockchain – Beyond the Hype; the Basics of What Business Needs to Know
Sean Stein Smith
AIETHICS Beware the “Artificial CPA”? Artificial Intelligence, Ethics and You Greg Conderacci
BC-NSA Blockchain – Next Step Applications for CPAs and Business Professionals Sean Stein Smith
BC-GOVT Blockchain Technology and Governmental Accounting Sean Stein Smith
BBDBI Blockchain, Big Data and Business Intelligence for Accounting and Finance Tom Hood
BC-CRYPTBlockchain, Cryptocurrencies and Fraud Risk – What Auditors and Accountants Need to Know
Sean Stein Smith
FATTFN Futuristic Audit Trends: The Future is Now Amy Vetter
HTACD How to Thrive in the Age of Creative Destruction – Big Data, AI, Blockchain Leon Katsnelson
UBCAA Understanding Blockchain: For CPAs, Accountants & Auditors Salvatore Collemi
BUSINESS DEVELOPMENT
BGCSE8 Beginners Guide to Client Service Excellence Julie Kirsch
BUZZ Build Your Book of Business with Better Brand Buzz Greg Conderacci
BDS Business Development, Skills for Accountants Peter Margaritis
DMBD Business Development: Distinctions Between Marketing and Sales Greg Conderacci
BPLAN-3 Business Planning: A Managerial Accounting,Approach – Advanced Level Michael Kraten
BPLAN-1 Business Planning: A Managerial Accounting,Approach – Basic Level Michael Kraten
BPLAN-2 Business Planning: A Managerial Accounting,Approach – Intermediate Level Michael Kraten
CGHSCIAEConsidering Going Global? How to Support Your Clients’ International Ambitions and Expansion
Gabriella Kusz, Barbara Balaj
CSIWORK CSI Workplace: Customer Service Is Your Profit Chris Zervas
DAWDA Do It All Without Doing it All Jody Padar
CONSULTEffective Consulting Skills – Moving From Subject Matter Expert to Business Consultant
Steve McClatchy
BIG DATA, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
12 Each BLI course can be custom tailored for your organization.
NRISK-3 Enterprise Risk Management: A Pragmatic Approach – Advanced Level Michael Kraten
NRISK-1 Enterprise Risk Management: A Pragmatic Approach – Basic Level Michael Kraten
NRISK-2 Enterprise Risk Management: A Pragmatic Approach – Intermediate Level Michael Kraten
FINDND Find a Need and Fill It: Your Key to Business Development Greg Conderacci
FCNPDDRG Fingers crossed is Not a Path to Double Digit Revenue Growth Kimberly Ellison-Taylor
FCTC From Compliance to Consulting,Workshop Ed Kless
ANTCPAGet Ready for the Fast Future – The Anticipatory CPA, Accounting and Finance Professional
Tom Hood
ANTCPAWS Get Ready for the Fast Future and Future Trends Workshop Tom Hood, Rebekah Brown
IDEAGUTS Have the Idea and Have the Guts Jody Padar
HMFEPSBHow to Move from a Financial Expert to a Partner and Strategist to the Business
Alan Patterson
HCCL How You Can Create Clients for Life Mike Sciortino
INNOV Innovation and Creativity for Left-Brain Thinkers Jennifer Elder
LTMLearning that Matters Collabinar (web-based collaborative action — learning experience)
Bob Dean
LISTEN Listening For Leaders: Ask the Question, Discover the Need, Win the Trust Greg Conderacci
MMPSLMastering the Most Powerful Skill You Can Learn: Connecting to and Engaging with Your Clients Using Stories
Mike Sciortino
MBABPBBP MBAexpress: Best Practices for Better Budgeting and Planning Jennifer Elder
MBAEOE MBAexpress: Essence of Entrepreneurship Peter Margaritis
MBAIB MBAexpress: International Business Jennifer Elder
MBASTRAT MBAexpress: Key Concepts of Business Strategy Jennifer Elder, Peter Margaritis
MBALEAD MBAexpress: Key Concepts of Leadership Strategy Jennifer Elder, Peter Margaritis
MBASFS MBAexpress: Strategy for Success Jennifer Elder
MATTT Mergers & Acquisition Tricks, Traps and Terrors Jim Lindell
MUVCMoving Up the Value Chain: Best Practices for Taking your Firm to the Next Level
Jennifer Warawa
POD-BCR PODCAST: Building Client Relationships – Edward Mendlowitz Peter Margaritis
POD-GM PODCAST: Gratitude Marketing – Mike Sciortino Peter Margaritis
PIU Professional Issues Update Tom Hood
BUSINESS DEVELOPMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
13For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
MINDB Reading Clients Minds and Understanding How They’re Reading Yours Robert Cooper
UPSSSelling for CPAs: Using Your Problem-Solving Skills to Promote Profitable Business Growth
Greg Conderacci
SSSBC1Seven Secrets of Successful Business Communication Part 1: Questioning and Listening to Discover Clients’ Needs
Greg Conderacci
SSSBC2Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing
Greg Conderacci
ENTRACPA The Entrepreneurial CPA – Marketing for Outsourced CFOs Greg Conderacci
DICMThe Finance & Accounting Organization as Partner and Strategist to the Business
Alan Patterson
FIVEBUYThe Five Buying Motives: Turbocharge Your Sales by Unlocking the Power of Consumer Psychology
Chuck Gallagher
FRFAPWFFThe Future-Ready Finance & Accounting Professional – Welcome to the Fast Future!
Tom Hood
CASFTSK1 The Journey to Becoming a Cherished Advisor Amy Vetter
CATPPM1The Journey to Becoming a Cherished Advisor: Technology, the Process and Practice Management
Amy Vetter
CONVERSE Turning Conversations into Opportunities Greg Conderacci
BDCAMP Turning Trust into Value: Business Development Boot Camp Greg Conderacci
RAINMKRUnleashing Rainmakers: Developing a Business Development, Culture in Your Business
Jeff Nischwitz
WSSNO Why Standing Still is Not an Option Kimberly Ellison-Taylor
WHAT Why You? Positioning Yourself Ahead of the Pack Greg Conderacci
DNA Winning New Business – It’s in the DNA Robert Cooper
FUTURNOW You Thought it was the Future. It’s Now! Jason Blumer, Jody Padar
BUSINESS LAW
CANSTATECannabis Comes to [X State]: Legal, Regulatory and Compliance Considerations
Emily Burns
CANNBLA Cannabis Law Primer: CPA, Accounting and Finance Edition Emily Burns
CANNBLAW Cannabis Law Primer: CPA, Accounting and Finance Edition Emily Burns
MBAEXP MBAexpress – 30 Module Bundle Jennifer Elder, Peter Margaritis
MBABBL MBAexpress: Basics of Business Law Jennifer Elder
MBAVALUE MBAexpress: Key Concepts of Adding Value Jennifer Elder, Peter Margaritis
MBA1 The Eight Hour MBA Jennifer Elder, Peter Margaritis
BUSINESS DEVELOPMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
14 Each BLI course can be custom tailored for your organization.
BUSINESS MANAGEMENT
BULO Business Longevity Jim Lindell
RNFPB Running a Not for Profit Like a Business Jim Lindell
TCAMRC The Competent Accountant – Mastering the Role of the Controller/CFO Jim Lindell
BUSINESS VALUATION
MABC Accounting, Tax and Business Considerations of M&A Transactions Art Flach
SSVSBusiness Valuations in a SSVS* World (*Statement on Standards for Valuation Services)
Brad Davidson
MATTT Mergers & Acquisition Tricks, Traps and Terrors Jim Lindell
TCWCFO The Characteristics of World Class Financial Organizations Michael Kraten
LOYAL Using Business Valuations to Keep Your Clients Loyal Brad Davidson
BUSINESS WRITING
MBW Best Practices in Accounting & Finance Writing Lin Kroeger
BPAFW Best Practices in Accounting and Finance Writing: Being Clear and Accurate Lin Kroeger
BBW Better Business Writing Cathleen Hanson, Carol Haislip
WRITE Business Writing Skills for All Levels of the Organization Jennifer Elder
CAREER Career Management: What’s Next for You? Peter Margaritis
PFICE Presenting Financial Information Clearly and Effectively Lin Kroeger
SSSBC2Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing
Greg Conderacci
SEVEN Seven Secrets of Successful Business Writing Greg Conderacci
MBA1 The Eight Hour MBA Jennifer Elder, Peter Margaritis
WALEADER Writing as a Leader Bob Dean, Curt Peoples
WFR Writing for Results Bob Dean, Curt Peoples
WFREP Writing for Results – Editing and Proofreading Bob Dean, Curt Peoples
WFREMAIL Writing for Results – Email Bob Dean, Curt Peoples
WFRGOAL Writing for Results – Goal Setting Bob Dean, Curt Peoples
WFRPROPS Writing for Results – Proposals Bob Dean, Curt Peoples
BUSINESS MANAGEMENT
COURSE ID FORMAT COURSE NAME INSTRUCTOR
15For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
WFRFEED Writing for Results – Providing Feedback on Written Documents Bob Dean, Curt Peoples
WFRBUSPL Writing for Results – Writing Business Plans Bob Dean, Curt Peoples
CANNABIS ACCOUNTING
CANSTATECannabis Comes to [X State]: Legal, Regulatory and Compliance Considerations
Emily Burns
CANNBLAW Cannabis Law Primer: CPA, Accounting and Finance Edition Emily Burns
MARIJ101 Marijuanomics 101: The Economics of Legalization Emily Burns
CAREER
HOW-MAIN A How-To Guide for Your Leadership Development Alan Patterson
BACKPACK Backpack to Briefcase: Essential Skills for Professional Growth Peter Margaritis
BYRYCLB Brand You! Running Your Career Like a Business Tom Hood
COMEDY Building Stronger Teams by Using Improvisational Comedy Peter Margaritis
CAREER Career Management: What’s Next for You? Peter Margaritis
DVYCW Defining a Vision for Your Career Workshop Rebekah Brown
WHO Finding Your Way Through Career Transitions Greg Conderacci
FSSF Five Smooth Stones – Facing Goliath and Winning Greg Conderacci
FCCFO From Financial Expert to Strategic Business Leader: Leader Evolution
BBPCT How to Build a Base of Personal Credibility and Trust Alan Patterson
YCTC It’s Your Career. Take Control. Rebekah Brown
LSWSF Leadership Style – Which Style Fits You Lowell Wightman
LEADUP Leading Up – How to Manage Your Boss Jennifer Elder
GOODGRN On Good Ground: Creating A Personal Strategy for a Great Life Greg Conderacci
NEWCPA Orientation to the CPA Profession Rebekah Brown
PRESENT PRESENT: Superior Executive Presence with Creative Confidence Courtney Feider
SCCPM Skillful Coaching: Careers and Performance Matter Lin Kroeger
SGS SMART Goal Setting: Setting Goals to Achieve and Contribute Lin Kroeger
CLUE Success Leaves Clues: Career Strategies for New Professionals Ronald Baker
BUSINESS WRITING, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
16 Each BLI course can be custom tailored for your organization.
ELD-SLG6 Successfully Leading 5.5 Generations Jennifer Elder
CSUITE The C-Suite: 10 Powerful Tools for Getting There and Staying There! Jennifer Elder
CATPPM1The Journey to Becoming a Cherished Advisor: Technology, the Process and Practice Management
Amy Vetter
B3WLHRM1 The Path to Creating Work-Life Harmony Amy Vetter
B3POWN1 The Power of Women’s Networks Amy Vetter
INVENT What Next? Inventing a New Niche for Yourself Greg Conderacci
BRANDID Who Are You? Creating and Marketing a Brand Identity for Yourself Greg Conderacci
CASH FLOW
ITBUDGET A Systematic Approach to IT Budgeting Donny Shimamoto
AA6PACK Accounting Six Pack: You Get to Choose Ray Thompson
LEAN Lean Accounting for the Lean Enterprise Jerry Solomon
SCFP Statement of Cash Flows Preparation for Small- or Medium-Sized Entities Jennifer Louis
CASH MANAGEMENT
PSCT Principles of Strategic Cost Transformation Reginald Tomas-Lee
SCCA Supercharging Cost Accounting Reginald Tomas-Lee
SCACHPF The Shift Change in Accounting – Creating the High Performance Firm Tom Hood, Rebekah Brown
CS-UMG Uncertainty and Managing Growth Frank Ryan, Matt Ryan
CHANGE MANAGEMENT
HOW-MAIN A How-To Guide for Your Leadership Development Alan Patterson
ANT-CHG Anticipate Change: Avoiding Ulcers in the New Abnormal World Karl Ahlrichs
ANT-MAIN Anticipate the Future with Karl Ahlrichs Karl Ahlrichs
BOACABlue Oceans and Clean Paper – Using the ACA and Wellness as a catalyst to move organizations
Karl Ahlrichs
HIGHPCBuilding a High Performing Culture – Human Capital as a Competitive Advantage
Karl Ahlrichs
BCDELO Business Case for Designing an Experience-Led Organization Ed Bodensiek
BULO Business Longevity Jim Lindell
CSCCF Coaching Skills for CPAs, Controllers and Financial Managers Jim Lindell
CAREER, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
17For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
CONVERGE CONVERGENCE: Finding New Unity in Diversity Courtney Feider
WWTALENT Creating the Future Ready Firm – How to Win the War on Talent Tom Hood
CKIV Creativity – The key to Increased Value Jim Lindell
CRTVLTN CREATIVOLUTION: Practical Creativity for a Rapidly Changing Future Courtney Feider
EMPO Engaging and Empowering Your Team Jeff Nischwitz
ETHCHANG Ethics: The Ethics of Change – Keeping Your Balance in Risky Times Greg Conderacci
SDSS From Slow Death to Sweet Success: Seven Survival Strategies Greg Conderacci
7DISRUPTHow to Beat the 7 Disruptors of Work in Industry 4.0 – A Playbook for Next Gen Leaders
Tom Hood, Rebekah Brown
CNCCHow to Build a Culture of Engagement that Maximizes Trust, Accountability, and Performance
Alan Patterson
SALY How to Dump SALY and Find a New Creative Approach to Accounting Peter Margaritis
REINVENT It May Be Time to Reinvent Your Firm Peter Margaritis
LMF Leader vs. Manager vs. Facilitator: When, Why, How? Lin Kroeger
LFMO Leadership in Fast-Moving Organizations Lin Kroeger
APAI Leading Change: Action Planning to Actual Implementation Lin Kroeger
LEADMIDD Leading from the Middle Kimberly Ellison-Taylor
LCDWCCP Leading is Changing: Dealing with Change Constructively and Positively Denise Borgoyn
MIHD Make it Happen! A Disciplined Approach to Getting Things Done Jennifer Louis
MCHANGE Managing Change Karl Ahlrichs
MNGCHANG Managing Change Effectively: Keeping Your Balance in Risky Times Greg Conderacci
MSCNGEN Managing the Shift Change: Next Gen Leaders – Your Key to Succession Tom Hood, Rebekah Brown
MBAEXP MBAexpress – 30 Module Bundle Jennifer Elder, Peter Margaritis
MBAECM MBAexpress: Effective Change Management Peter Margaritis
MBAVALUE MBAexpress: Key Concepts of Adding Value Jennifer Elder, Peter Margaritis
MBAPERFO MBAexpress: Key Concepts of Performance Management Jennifer Elder, Peter Margaritis
PLS Personal Leadership Skills: Personality, Memory and NLP Jim Lindell
PESMCPJ2Productivity Enablement: Simplifying the Most Challenging Parts of your Job and Becoming Future-Ready
Tom Hood, Mike Sabbatis
CHANGE MANAGEMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
18 Each BLI course can be custom tailored for your organization.
SILVERScary Thoughts and Silver Linings; What is Known and What is Probable for Today and Beyond
Karl Ahlrichs
SPRETRET Sole Proprietor’s Retreat Ronald Baker
BLBMStriking the Right Balance Between Leadership and Management – Adapting Your Behaviors to Succeed at Short and Long-Term Objectives
Jennifer Louis
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
OCTOPUS Taming the Octopus Called Change Jennifer Elder
TLLC Team Leadership & Leading Change Steve McClatchy
ELVUCA The Exponential Leader – Leadership in a VUCA World Tom Hood
TFABWCOO The Future of Accounting: Big Waves of Change and Oceans of Opportunity Tom Hood
FRFAPWFFThe Future-Ready Finance & Accounting Professional – Welcome to the Fast Future!
Tom Hood
CAFFNG1The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning
Amy Vetter
MILL The Millennial Generation and the Future of Business Jamie Notter
SWWH The Power in Succession: Who, Why and How Jody Padar
NOTOYES Turn No to Yes: How to Innovate When Your Boss Says “No” Bill Sheridan
WSSNO Why Standing Still is Not an Option Kimberly Ellison-Taylor
WSNBSA Will SkyNet Become Self Aware? Kimberly Ellison-Taylor
CLIENT ADVISORY SERVICES
CGHSCIAEConsidering Going Global? How to Support Your Clients’ International Ambitions and Expansion
Gabriella Kusz, Barbara Balaj
VCFOVirtual CFO Workshop: Tools for Managing Your Practice and Case Studies
Robin Thieme
COACHING & COUNSELING
HOW-MAIN A How-To Guide for Your Leadership Development Alan Patterson
WELLBEING Achievement as a Pathway to Well-Being Donna Salter
CSCCF Coaching Skills for CPAs, Controllers and Financial Managers Jim Lindell
CKIV Creativity – The key to Increased Value Jim Lindell
DFFL8 Developing Future Female Leaders Julie Kirsch
CONSULTEffective Consulting Skills – Moving From Subject Matter Expert to Business Consultant
Steve McClatchy
IRPHire the Lucky Ones – How to Improve Retention and Productivity by Selecting Fortunate Employees
Karl Ahlrichs
CHANGE MANAGEMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
19For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
HSFTM How to Succeed as a First-Time Manager Alan Patterson
MAGYV MacGyvering: The Art of Being Resourceful in a Crisis Greg Conderacci
MCMVEI Master Coach and Mentor – Valuing Your Emotional Intelligence Lowell Wightman
PLS Personal Leadership Skills: Personality, Memory and NLP Jim Lindell
RM Sharing Skills Between Generations Lin Kroeger
SCCPM Skillful Coaching: Careers and Performance Matter Lin Kroeger
SC Strategic Coaching – Growing Top-Notch Performers Ray Perry
ELD-SLG6 Successfully Leading 5.5 Generations Jennifer Elder
CCBCBD The Culture Choice: Building a Culture By Design Jeff Nischwitz
COLLABORATION
RYBORY Are You Running Your Business ... Or Is It Running You? Bill Sheridan
BCASSNHCBecoming a Cherished Advisor® The Soft Skills Needed to Help Companies Succeed and Thrive
Amy Vetter
FCNPDDRG Fingers crossed is Not a Path to Double Digit Revenue Growth Kimberly Ellison-Taylor
HRMDS How to Run a Meeting That Doesn’t Suck Bill Sheridan
MAXTALNTStop, Collaborate and Listen: How to Maximize Your Talent With Three Simple Steps
Rebekah Brown
CCBCBD The Culture Choice: Building a Culture By Design Jeff Nischwitz
THRIVE Thriving in Chaos: How to Lead and Collaborate in a VUCA World Bill Sheridan
COMMUNICATION SKILLS / COMMUNICATIONS
HOW-MAIN A How-To Guide for Your Leadership Development Alan Patterson
ASTRE Achieving Success Through Relationship Excellence Samuel Dergel
ANT-CLNTAnticipate Client Needs: Beyond Best Practices in Client and Customer Service
Karl Ahlrichs
ANT-DEV Anticipate Development: Moving From Employee to Manager to Leader Karl Ahlrichs
ANCCSCEAnticipating the New Client – Customer Service Pivots to Customer Experience
Karl Ahlrichs
AYPFAIL Are You Prepared to Fail – How do you reconcile? Lowell Wightman
RYBORY Are You Running Your Business ... Or Is It Running You? Bill Sheridan
AWESOME Awesome Financial Presentations Jennifer Elder
BACKPACK Backpack to Briefcase: Essential Skills for Professional Growth Peter Margaritis
COACHING & COUNSELING, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
20 Each BLI course can be custom tailored for your organization.
BCASSNHCBecoming a Cherished Advisor® The Soft Skills Needed to Help Companies Succeed and Thrive
Amy Vetter
BGCSE8 Beginners Guide to Client Service Excellence Julie Kirsch
BPAFW Best Practices in Accounting and Finance Writing: Being Clear and Accurate Lin Kroeger
BPAFPIO Best Practices in Accounting and Finance Writing: Putting Ideas in Order Lin Kroeger
BBW Better Business Writing Cathleen Hanson, Carol Haislip
BLOG101 Blog 101: First Steps to Stardom Bill Sheridan
BOMB Bomb Proof Constructive Feedback for Leaders Chris Zervas
BRANDYOUBrand You: How to Be a Leader and Boost Your Career – With a Little Help From Social Media
Bill Sheridan
BRAND Brand You! Nicole Long
BGTGR Build Great Teams that Get Results Jeannine K. Brown
BCOABuilding a Culture of Accountability: A New Model for Leadership & Execution
Jeff Nischwitz
BCCCBuilding a Culture of Conversation: Communication with a Purpose, For Results
Lin Kroeger
WRITE Business Writing Skills for All Levels of the Organization Jennifer Elder
CAREER Career Management: What’s Next for You? Peter Margaritis
CSCCF Coaching Skills for CPAs, Controllers and Financial Managers Jim Lindell
CNCG Coaching the Next Generation of CPAs Tips for Developing Millennials Jennifer Louis
CA-CWCColor Accounting: Communicating with Clients – So that’s what they’re not getting!
Rebekah Brown, Peter Margaritis
CCC Communicating in the Workplace Peter Margaritis
CIPS Communications in a Professional Setting Tricia Griffis
CONCOM Conflict and Communication – You vs. Me vs. Them Karl Ahlrichs
CCCTMO Conflict, Communication and Critical Thinking in a Modern Organization Karl Ahlrichs
CSM CPAs and Social Media: Passing Fad or Valuable Tool? Tom Hood, Bill Sheridan
HBBBP CPAs: How to Become the Best Business Partner to Your Client CFO Samuel Dergel
CBBMETRS Creating Better Business Metrics Through Improved Employee Engagement Susan Katz
CRTVLTN CREATIVOLUTION: Practical Creativity for a Rapidly Changing Future Courtney Feider
CTFAF Critical Thinking for Accounting and Finance Karl Ahlrichs
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
21For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
DFFL8 Developing Future Female Leaders Julie Kirsch
DCTIPDLDDisconnect to Connect: Tap Into the Power Within You to Design the Life You Desire
Amy Vetter
SQURPEG Don’t Be a Square Peg in a Round Hole Susan Rucker
CS-EC Effective Communication and Negotiation Frank Ryan, Matt Ryan
ECFR Effective Communications Frank Ryan
CONSULTEffective Consulting Skills – Moving From Subject Matter Expert to Business Consultant
Steve McClatchy
EYEP Elevating Your Executive Presence Susan Katz
SUPER Embracing Your Inner Superhero Peter Margaritis
EPSSEP Enhancing Your Presentation Skills and Speaking with Executive Presence Julie Kirsch
DARING Ethics: Above the Waterline – Mistakes You Should Dare to Make Frank Ryan, Greg Conderacci
EMPMOTI Excellence in Management: Driving Results without Driving Your Team Crazy Ray Perry
EXCEPCUS Exceptional Customer Service – Effective Communication Sarah Gershman
EPRES Executive Presence: An Experiential Approach to Networking & Negotiation Michael Kraten
EXENDURE Extraordinary Endurance: Leadership Lessons from the Long Road Frank Ryan, Greg Conderacci
FACLTAT Facilitation as a Core Leadership Competency Tom Hood
FBNFLW Feedback is Not a Four-letter Word Donna Salter
7PRINFCFierce Conversations: Enhance Communication, Resolve Conflict and Strengthen Relationships
Donna Salter
CS-PART3 Financial Professional Series: Soft Skills for CPAs Frank Ryan, Matt Ryan
FINSTORYFinancial Storytelling: The Key in Growing Your Organization to the Next Level
Peter Margaritis
LEAF Getting Things Done – Engaging People to Execute Effectively Lin Kroeger
CNCCHow to Build a Culture of Engagement that Maximizes Trust, Accountability, and Performance
Alan Patterson
DIFFCONV How to Conduct Difficult Conversations in the Workplace Sarah Gershman
VALUHow to Evaluate Whether You (the Client) are Getting the Most for Value for Your Audit Dollars
Jennifer Louis
HIEPHow to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants
Peter Margaritis
LCDWT How to Lead, Coach, and Develop a Winning Team Alan Patterson
PLANMEET How To Plan And Lead Effective, Productive Meetings Susan Katz
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
22 Each BLI course can be custom tailored for your organization.
HRMDS How to Run a Meeting That Doesn’t Suck Bill Sheridan
HSFTM How to Succeed as a First-Time Manager Alan Patterson
HCCL How You Can Create Clients for Life Mike Sciortino
I2A I2A: Strategic Thinking that takes Insights to Action Tom Hood
NOJOKEImprov Is No Joke: Using Improvisation to Create Positive Results in Leadership and in Life
Peter Margaritis
INCLUDED INCLUDED: Creative Cohesion for Five Generations at Work Courtney Feider
BTRC Interpersonal Leadership – Building Trust and Resolving Conflict Steve McClatchy
IACM Interviewing to Avoid Costly Hiring Mistakes Jennifer Louis
DPSI It’s All in the Presentation: Designing Presentations to Sell Ideas Effectively Lin Kroeger
LSMIDLeadership - Social Media Influence on Decision Making and Time Management
Lowell Wightman
GENSHIFTLeadership and Retaining Talent: How the Generational Shifts Changing Leadership
Lin Kroeger
CS-LTTT Leadership and the Tone at the Top Frank Ryan, Matt Ryan
LSWSF Leadership Style - Which Style Fits You Lowell Wightman
LEADVUCA Leading and Collaborating in a VUCA World Tom Hood
LCDWCCP Leading is Changing: Dealing with Change Constructively and Positively Denise Borgoyn
LSLFFP21 Leading the Shift: Leadership for Financial Professionals in the 21st Century Jeff Nischwitz
LEADUP Leading Up – How to Manage Your Boss Jennifer Elder
LWCAWM Leading with Compassion: A Working Model Denise Borgoyn
LWH Leading with Heart Denise Borgoyn
LEVLEAD Leveraging Leadership Through Improvision Peter Margaritis
LISTEN Listening For Leaders: Ask the Question, Discover the Need, Win the Trust Greg Conderacci
MYBS Make Your Brand Speak Jeannine K. Brown
MMPSLMastering the Most Powerful Skill You Can Learn: Connecting to and Engaging with Your Clients Using Stories
Mike Sciortino
MBAEXP MBAexpress – 30 Module Bundle Jennifer Elder, Peter Margaritis
MBACITW MBAexpress: Communication in the Workplace Peter Margaritis
MBAEI MBAexpress: Emotional Intelligence Jennifer Elder
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
23For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
MBALEAD MBAexpress: Key Concepts of Leadership Strategy Jennifer Elder, Peter Margaritis
MBACOMM MBAexpress: Key Concepts of Powerful Communication Jennifer Elder, Peter Margaritis
MBALIL MBAexpress: Latest in Leadership Peter Margaritis
MBATTBSN MBAexpress: Networking – Building a Stronger Professional Network Peter Margaritis
MBANON MBAexpress: Nuances of Negotiating Peter Margaritis
MBAPSPS MBAexpress: Powerful Presentation Skills Peter Margaritis
MBAPNFI MBAexpress: Presenting Numbers for Impact Jennifer Elder
MBASDM MBAexpress: Smarter Decision-Making Jennifer Elder
MBASWSM MBAexpress: Success with Social Media Jennifer Elder
MBATAEW MBAexpress: The Art of Effective Writing Jennifer Elder
MBC Message-Based Communication Lin Kroeger
MP Mingling for Professionals (Mingle, Mingle) Cathleen Hanson, Carol Haislip
NEGBARG Negotiation,Skills & Bargaining for Women (and Young Professionals) Jeannine K. Brown
PLS Personal Leadership Skills: Personality, Memory and NLP Jim Lindell
PERSPersonality Styles – Adjusting to Varying Personality Types for Improved Communication and Performance
Jennifer Louis
POD-BCR PODCAST: Building Client Relationships – Edward Mendlowitz Peter Margaritis
POD-GM PODCAST: Gratitude Marketing – Mike Sciortino Peter Margaritis
POD-LNFP PODCAST: Leadership and Not-for-Profits – Clark Price Peter Margaritis
BGRAPHICPowerPoint & Excel Data Visualization Create Dynamic Financial Presentations, Charts, Graphs and Diagrams
Judy Borsher
LEADACT Practical Leadership – Action Steps to Strengthen Leader Effectiveness Lin Kroeger
IMPSPresentation Skills – Improving Your Skills to Communicate to Groups with Confidence
Jennifer Louis
MBP Presentation Skills: Message Based Presentations Lin Kroeger
PFDNFAPresenting Financial Data to Non-Financial Audiences - Avoiding Over-simplification
Lin Kroeger
PFICE Presenting Financial Information Clearly and Effectively Lin Kroeger
LINK101 Private: LinkedIn 101: The Basics and Beyond Bill Sheridan
POWPRE Producing Powerful Presentations: Performance and Profit Robert Cooper
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
24 Each BLI course can be custom tailored for your organization.
PSPSFE Public Speaking and Presentation Skills for Everyone, Even Us Introverts Denise Borgoyn
SPKPRES Public Speaking: How to Speak with Presence Sarah Gershman
MINDB Reading Clients Minds and Understanding How They’re Reading Yours Robert Cooper
SYNBYB Scratching Your Niche Bill Sheridan
SSSBC1Seven Secrets of Successful Business Communication Part 1: Questioning and Listening to Discover Clients’ Needs
Greg Conderacci
SSSBC2Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing
Greg Conderacci
SEVEN Seven Secrets of Successful Business Writing Greg Conderacci
SITULEAD Situational Leadership Denise Borgoyn
SLBOOT Social Learning Bootcamp Tom Hood, Bill Sheridan
SOCMEDSocial Media Strategy & Quick Start: Developing and Implementing a SocialMedia Strategy for CPA Firms & Organizations
Tom Hood
CASESM Social Media: From Skeptic to Stardom Bill Sheridan
WOC-SA State of Accountancy: Waves of Change Tom Hood
DGCS Strategies for Delivering Exceptional Customer Service More Often Ray Perry
INQ Strengthen Inquiry Skills – Tips for Gathering the Information You Need Jennifer Louis
SPSC Successful Presentation Skills for the CPA Jim Lindell
ELD-SLG6 Successfully Leading 5.5 Generations Jennifer Elder
NUMBTaking The Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity
Peter Margaritis
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
I2AFACILTap the Wisdom of the Group: Facilitation Techniques for Getting from Insights to Action with Ease
Tom Hood
TAP Tapping Into The Problem Solving Power of Your Team Susan Katz
TBEL Team Development – Secrets Behind Building an Award-Winning Team Ray Perry
TLLC Team Leadership & Leading Change Steve McClatchy
TELSTORY Telling the Story Behind the Numbers: What, So What, Now What Jennifer Elder
CC The Communication Challenge: Disarming Difficult People Ray Perry
TCAMRC The Competent Accountant – Mastering the Role of the Controller/CFO Jim Lindell
CCBCBD The Culture Choice: Building a Culture By Design Jeff Nischwitz
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
25For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
DYNTEAMS The Dynamics of Teams – Combining Strengths to Optimize Your Team Susan Rucker
MBA1 The Eight Hour MBA Jennifer Elder, Peter Margaritis
ENTRACPA The Entrepreneurial CPA – Marketing for Outsourced CFOs Greg Conderacci
CASFTSK1 The Journey to Becoming a Cherished Advisor Amy Vetter
LTTHREE The Leadership Trifecta: THE Three Traits ALL Top Leaders Possess Denise Borgoyn
MILL The Millennial Generation and the Future of Business Jamie Notter
POWRCONV The Power of Successful Conversations Sarah Gershman
STORYFSA The Story Behind the Numbers – Financial Statement Analysis Nicole Long
TTTLEAD The Three Ts of Leadership: Truth, Trust and Transparency Donna Salter
TMTPL Time Management for Teams and People Leaders Denise Borgoyn
TFNT Training for Non-Trainers Denise Borgoyn
GENYLEAD Training Millennials/Gen Y for Leadership Jeannine K. Brown
CONVERSE Turning Conversations into Opportunities Greg Conderacci
TNIBO Turning Networking into Business Opportunities Susan Katz
TWIT101 Twitter 101: Changing Your World 140 Characters at a Time Bill Sheridan
RAINMKRUnleashing Rainmakers: Developing a Business Development, Culture in Your Business
Jeff Nischwitz
HWCCI Using Healthy Workplace Conflict to Create Innovation Jeannine K. Brown
COLLABOR Value of Collaboration – The Art of Relationship Management Peter Margaritis
EXTHWaking Up to Exponential Thinking: A Paradigm Shift for Change and Innovation
Jeff Nischwitz
WEB20 Web 2.0: Less Hype, More Help Bill Sheridan
STRGSUIT What’s Your Strong Suit: Improving Communications for Effective Results Chuck Gallagher
21CNEG Why Don’t We Say Yes? 21st Century Negotiating Greg Conderacci
DNA Winning New Business – It’s in the DNA Robert Cooper
WT-BSR Working Together – Building Strategic Relationships Jennifer Elder
WPDM Workplace Decision Making Jeannine K. Brown
WALEADER Writing as a Leader Bob Dean, Curt Peoples
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
26 Each BLI course can be custom tailored for your organization.
WFR Writing for Results Bob Dean, Curt Peoples
WFREP Writing for Results – Editing and Proofreading Bob Dean, Curt Peoples
WFREMAIL Writing for Results – Email Bob Dean, Curt Peoples
WFRGOAL Writing for Results – Goal Setting Bob Dean, Curt Peoples
WFRPROPS Writing for Results – Proposals Bob Dean, Curt Peoples
WFRFEED Writing for Results – Providing Feedback on Written Documents Bob Dean, Curt Peoples
WFRBUSPL Writing for Results – Writing Business Plans Bob Dean, Curt Peoples
WOWEM Your Next Presentation? Wow ‘Em Chris Zervas
CONFLICT MANAGEMENT
OPOL A Positive Approach to Office Politics Jennifer Elder
CONCOM Conflict and Communication – You vs. Me vs. Them Karl Ahlrichs
CCCTMO Conflict, Communication and Critical Thinking in a Modern Organization Karl Ahlrichs
GROOVE Get in the Groove: Finding the Key to Your Challenging Clients Mary Miller
BTRC Interpersonal Leadership – Building Trust and Resolving Conflict Steve McClatchy
SPSStrategic Problem Solving: How to Solve Tough Challenges the Mastermind Way
Susan Katz
ELD-SLG6 Successfully Leading 5.5 Generations Jennifer Elder
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
CC The Communication Challenge: Disarming Difficult People Ray Perry
HWCCI Using Healthy Workplace Conflict to Create Innovation Jeannine K. Brown
WHATNOW What NOW, Coach? Leading When You Don’t Know What to Do Next Greg Conderacci
CONSULTING
HBBBP CPAs: How to Become the Best Business Partner to Your Client CFO Samuel Dergel
CKIV Creativity – The key to Increased Value Jim Lindell
FCTC From Compliance to Consulting,Workshop Ed Kless
ADA-100What Happens When Government Shuts Down: Impact on Federal Employees, Grantees & Government Contractors
Paul Calabrese
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
27For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
CONTROLLERSHIP
CSCCF Coaching Skills for CPAs, Controllers and Financial Managers Jim Lindell
CKIV Creativity – The key to Increased Value Jim Lindell
MINISUM Dr. Ray’s Mini Summit for Accountants, Controllers and Finance Professionals Ray Thompson
ESOP Essential Strategic CFO and Controller Skills Frank Ryan
EICS-1 Ethics: Industry Cases Matt Ryan
CS-PART1 Financial Professional Series: External Factors Impacting Business Frank Ryan, Matt Ryan
CS-GCCCP Good Customer Criteria and the Credit Process Frank Ryan, Matt Ryan
CS-GATB Governance and the Board Frank Ryan, Matt Ryan
IFCS Insights From The C-Suite Robert Tarola
LMLE Lean Operations for a New Economy Frank Ryan
VCONTR The Value-Added Controller Jennifer Elder
CS-UMG Uncertainty and Managing Growth Frank Ryan, Matt Ryan
CORPORATE FINANCE
FRIAccounting Standards Review for Controllers and Finance Professionals (Latest Edition)
Ray Thompson
AUECS Annual Update of Essential Controller Skills Frank Ryan
BEEFT Building an Effective and Efficient Finance Team Samuel Dergel
RMF Enterprise Risk Management and Forecasting – Best Practices Jennifer Elder
CS-GCCCP Good Customer Criteria and the Credit Process Frank Ryan, Matt Ryan
CS-UMG Uncertainty and Managing Growth Frank Ryan, Matt Ryan
COSO
PAATUAudit and Attest Update: Highlights of the Latest Issues Related to Audit, and Other Attest Services
Jennifer Louis
EGBPEssential Governance – Best Practices for Overseeing Enterprise-Wide Risk Management
Jennifer Louis
CICCInternal Controls – Critical Concepts for Managing Financial Reporting and Other Risks
Jennifer Louis
CONTROLLERSHIP
COURSE ID FORMAT COURSE NAME INSTRUCTOR
28 Each BLI course can be custom tailored for your organization.
COST / MANAGERIAL ACCOUNTING
ABCCDM Activity Based Costing for Critical Decision Making Frank Ryan
EPM Analytics-based Enterprise Performance Management Gary Cokins
CPAABC Customer Profitability Analysis (with activity-based costing, ABC) Gary Cokins
INTREPB Integrated Reporting & Sustainability – Concepts and Practices (Basic) Michael Kraten
INTREPAIntegrated Reporting & Sustainability – Developing an Organizational Function (Advanced)
Michael Kraten
INTREPIIntegrated Reporting & Sustainability, Public Reporting and Assurance (Intermediate)
Michael Kraten
UGFG-202 Let’s Build an Indirect Rate for Nonprofits with Federal Awards Paul Calabrese
UGFG-102Navigating the Uniform Guidance – The New Rules for Federal Grants Management
Paul Calabrese
UGFG-101Navigating the Uniform Guidance (2 CFR 200) – The New Rules for Federal Grants Management
Paul Calabrese
PSCT Principles of Strategic Cost Transformation Reginald Tomas-Lee
SCCA Supercharging Cost Accounting Reginald Tomas-Lee
CREATIVE THINKING
CREATE Creating Creativity: Outside – Outside the Box Greg Conderacci
CREATLIV Creative Living Donna Salter
CPS Creative Problem Solving Lin Kroeger
CRTVLTN CREATIVOLUTION: Practical Creativity for a Rapidly Changing Future Courtney Feider
CTTACritical Traits of a Thinking Auditor Tips for Stretching Yourself Beyond the Basics
Jennifer Louis
DCTIPDLDDisconnect to Connect: Tap Into the Power Within You to Design the Life You Desire
Amy Vetter
FINSTORYFinancial Storytelling: The Key in Growing Your Organization to the Next Level
Peter Margaritis
FCNPDDRG Fingers crossed is Not a Path to Double Digit Revenue Growth Kimberly Ellison-Taylor
IDEAGUTS Have the Idea and Have the Guts Jody Padar
INNOV Innovation and Creativity for Left-Brain Thinkers Jennifer Elder
MIHD Make it Happen! A Disciplined Approach to Getting Things Done Jennifer Louis
MBACI MBAexpress: Creativity & Innovation Peter Margaritis
MBASTRAT MBAexpress: Key Concepts of Business Strategy Jennifer Elder, Peter Margaritis
COST / MANAGERIAL ACCOUNTING
COURSE ID FORMAT COURSE NAME INSTRUCTOR
29For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
SMARTER Smarter Decision-Making and Problem Solving for Leaders Jennifer Elder
WOC-SA State of Accountancy: Waves of Change Tom Hood
CLUE Success Leaves Clues: Career Strategies for New Professionals Ronald Baker
NUMBTaking The Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity
Peter Margaritis
ENDCOMP The End of Competitive Advantage Rita McGrath
TLAA Thinking Like an Auditor When Preparing Your Financial Statements Jennifer Louis
EXTHWaking Up to Exponential Thinking: A Paradigm Shift for Change and Innovation
Jeff Nischwitz
INVENT What Next? Inventing a New Niche for Yourself Greg Conderacci
FUTURNOW You Thought it was the Future. It’s Now! Jason Blumer, Jody Padar
CULTURE
HOW-MAIN A How-To Guide for Your Leadership Development Alan Patterson
ANT-INCL Anticipate Inclusion: Building a Sustainable Culture of Diversity Karl Ahlrichs
ANT-GEN Anticipate the Next Generation: A Different Take on the Generations Karl Ahlrichs
AWTYWN Are We There Yet? Why Not? Kimberly Ellison-Taylor
RYBORY Are You Running Your Business ... Or Is It Running You? Bill Sheridan
BCDELO Business Case for Designing an Experience-Led Organization Ed Bodensiek
CONVERGE CONVERGENCE: Finding New Unity in Diversity Courtney Feider
DIEO Designing Inclusive and Equitable Organizations Siri Chilazi
DFFL8 Developing Future Female Leaders Julie Kirsch
GCBU Getting Comfortable with Being Uncomfortable Kimberly Ellison-Taylor
BBPCT How to Build a Base of Personal Credibility and Trust Alan Patterson
INCLUDED INCLUDED: Creative Cohesion for Five Generations at Work Courtney Feider
ILDIRW Inclusive Leadership – Does it Really Work? Kimberly Ellison-Taylor
LSLFFP21 Leading the Shift: Leadership for Financial Professionals in the 21st Century Jeff Nischwitz
AGICULT Make the Connection with an Agile Culture – Disrupting the AI Process Lowell Wightman
MEASMIND Measure Mindfulness: Book Your Desire to a T – Account-a-bility Lowell Wightman
CREATIVE THINKING, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
30 Each BLI course can be custom tailored for your organization.
DPWCIY Positive Work Culture: Developing the iY Generation Lowell Wightman
HARASS-ERespect, Safety and Ethics – The Next Step in Harassment Avoidance – Executive Briefing
Jennifer Elder, Karl Ahlrichs
HARASSRespect, Safety and Ethics: the Next Step in Harassment Avoidance – Employee Training
Jennifer Elder, Karl Ahlrichs
SEDRWGTC Solving Ethical Dilemmas – A Real World Guide to Thinking Critically Karl Ahlrichs
MAXTALNTStop, Collaborate and Listen: How to Maximize Your Talent With Three Simple Steps
Rebekah Brown
SBLEEWB Strengths Based Leadership – Elevate Engagement & Well-Being Donna Salter
CCBCBD The Culture Choice: Building a Culture By Design Jeff Nischwitz
FOWHDWM The Future Of Work Is Here, Now How Do We Manage it? Rebekah Brown
LTTHREE The Leadership Trifecta: THE Three Traits ALL Top Leaders Possess Denise Borgoyn
B3POWN1 The Power of Women’s Networks Amy Vetter
CULTDISR What is the Cultural Role of a Disruptor? Lowell Wightman
CUSTOMER SERVICE
ANT-CLNTAnticipate Client Needs: Beyond Best Practices in Client and Customer Service
Karl Ahlrichs
ANT-MAIN Anticipate the Future with Karl Ahlrichs Karl Ahlrichs
ANCCSCEAnticipating the New Client – Customer Service Pivots to Customer Experience
Karl Ahlrichs
BGCSE8 Beginners Guide to Client Service Excellence Julie Kirsch
HBBBP CPAs: How to Become the Best Business Partner to Your Client CFO Samuel Dergel
CSIWORK CSI Workplace: Customer Service Is Your Profit Chris Zervas
EXCEPCUS Exceptional Customer Service – Effective Communication Sarah Gershman
MBAEXP MBAexpress – 30 Module Bundle Jennifer Elder, Peter Margaritis
MBAECS MBAexpress: Excellent Customer Service Jennifer Elder
MBAPERFO MBAexpress: Key Concepts of Performance Management Jennifer Elder, Peter Margaritis
DGCS Strategies for Delivering Exceptional Customer Service More Often Ray Perry
TALENTTalent Management – People as a Competitive Advantage in “Not Normal” Times
Karl Ahlrichs
CULTURE, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
31For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
CYBERSECURITY
CYBERCPA Cybersecurity & Privacy: Regulatory and Reporting Issues for CPAs Ray Thompson
CYFR Cybersecurity, Risk Management and Fraud, Trends for CPAs Jennifer Louis
MINISUM Dr. Ray’s Mini Summit for Accountants, Controllers and Finance Professionals Ray Thompson
CYBERSEC Fundamentals of Cybersecurity and Privacy Leslie Kirsch
DATA ANALYTICS
BC-ABCSABCs of Blockchain – Beyond the Hype; the Basics of What Business Needs to Know
Sean Stein Smith
ADRED Assessing and Documenting the Reliability of Electronic Data Leslie Kirsch
ADS Audit Data Standardization: Is Interoperable Audit Evidence on the Horizon Eric Cohen
BC-NSA Blockchain – Next Step Applications for CPAs and Business Professionals Sean Stein Smith
BC-GOVT Blockchain Technology and Governmental Accounting Sean Stein Smith
BC-CRYPTBlockchain, Cryptocurrencies and Fraud Risk – What Auditors and Accountants Need to Know
Sean Stein Smith
BADMW Business Analytics for Decision Making – Making it Work Gary Cokins
POWERBI Changing Your Business with (Big) Data: An Introduction to Power BI Guido Geerts
CPAFBDDA CPA Firm Business Development: Don’t Miss The Data Analytics Opportunity Donald Tomoff
CTFF Critical Thinking For Finance Jennifer Elder
EDMPTC Excel Data Management: Tables and Pivot Tables Challenge Donald Tomoff
EXCLPTExcel Pivot Tables in-depth, PowerPivot, and Data Analysis Functions and Tips
Judy Borsher
EXCPBIDA Excel, Power BI and Data Analysis – Eliminating the Paralysis of the Analysis Donald Tomoff
EXPBI-UG Excel, Power Tools, and PowerBI: Upping Your Data Analytics Game Donald Tomoff
E5RCFOExcel: 5 Reports Your CFO Wants (But Probably Doesn’t Have) – Developing an Anticipatory Mindset
Donald Tomoff
HTACD How to Thrive in the Age of Creative Destruction – Big Data, AI, Blockchain Leon Katsnelson
BIGDATA Introduction to Big Data Guido Geerts
IDAEPP Introduction to Data Analytics with Power Pivot Donald Tomoff
IDAPQIntroduction to Data Analytics with Power Query (Get and Transform in Excel 2016)
Donald Tomoff
CYBERSECURITY
COURSE ID FORMAT COURSE NAME INSTRUCTOR
32 Each BLI course can be custom tailored for your organization.
MSPBIEDVMicrosoft Power BI and Excel Data Visualization – Create Dynamic Charts, Graphs and Diagrams Based on Your Data
Judy Borsher
SOESKC Stand Out with Your Excel Skills: Key Capabilities to Set You Apart Donald Tomoff
TECHTREN Tech Trends for Accountants: What To Know and What You Can Do About It Donald Tomoff
DELEGATION
ANT-DEV Anticipate Development: Moving From Employee to Manager to Leader Karl Ahlrichs
DFFL8 Developing Future Female Leaders Julie Kirsch
LCDELeadership: Coaching to Develop and Empower – Accountability, Delegation and Dialogue
Lin Kroeger
DEHLL Let Go and Lead Bill Sheridan
DFR Situational Delegation – Inspiring Accountability in Your Employees Ray Perry
DIVERSITY AND INCLUSION
ANT-INCL Anticipate Inclusion: Building a Sustainable Culture of Diversity Karl Ahlrichs
ANT-MAIN Anticipate the Future with Karl Ahlrichs Karl Ahlrichs
ANT-GEN Anticipate the Next Generation: A Different Take on the Generations Karl Ahlrichs
AWTYWN Are We There Yet? Why Not? Kimberly Ellison-Taylor
CONVERGE CONVERGENCE: Finding New Unity in Diversity Courtney Feider
DIEO Designing Inclusive and Equitable Organizations Siri Chilazi
DIG Diversity in Generations Denise Borgoyn
DIW Diversity in the Workplace Denise Borgoyn
STEUSDiversity, Ethics and High Performing Cultures – Using Ethics as a lever to build a Culture of Diversity and Inclusion
Karl Ahlrichs
GCBU Getting Comfortable with Being Uncomfortable Kimberly Ellison-Taylor
ILDIRW Inclusive Leadership – Does it Really Work? Kimberly Ellison-Taylor
MDPI Managing Diversity to Promote Inclusion Denise Borgoyn
ADAADAAA The American With Disabilities Act and ADAAA: A Primer Denise Borgoyn
UUB Uncovering Unconscious Bias Rebekah Brown
DATA ANALYTICS, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
33For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
ECONOMICS
AUECS Annual Update of Essential Controller Skills Frank Ryan
AUCC Annual Update of Essential Information for Controllers and CFO’s Frank Ryan
EECON Everyday Economics Ronald Baker
CS-PART1 Financial Professional Series: External Factors Impacting Business Frank Ryan, Matt Ryan
MFINIA Macroeconomic Factors Influencing the New Industry Accountant Frank Ryan
MARIJ101 Marijuanomics 101: The Economics of Legalization Emily Burns
PYOB Providing Your Own Bailout Frank Ryan
EHRIIS The Economics Of Health Reform: Implications for Industry & Society Don McDaniel
EU To All the Economists I’ve Loved Before Anirban Basu
EMOTIONAL INTELLIGENCE
OPOL A Positive Approach to Office Politics Jennifer Elder
EI Emotional Intelligence and Personal Leadership Lin Kroeger
EECON Everyday Economics Ronald Baker
STRENGTH Finding and Applying Your Strengths Rebekah Brown, Donna Salter
MCMVEI Master Coach and Mentor - Valuing Your Emotional Intelligence Lowell Wightman
MBALEAD MBAexpress: Key Concepts of Leadership Strategy Jennifer Elder, Peter Margaritis
MASM Mindfulness and the Art of Stress Management Ray Perry
VIRTHAND Practice Development: Define the Virtual Handshake Lowell Wightman
PRESENT PRESENT: Superior Executive Presence with Creative Confidence Courtney Feider
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
UUB Uncovering Unconscious Bias Rebekah Brown
COLLABOR Value of Collaboration – The Art of Relationship Management Peter Margaritis
ECONOMICS
COURSE ID FORMAT COURSE NAME INSTRUCTOR
34 Each BLI course can be custom tailored for your organization.
ETHICS — BEHAVIORAL
AERW Applying Ethics in the Real World Jennifer Elder
SSETHICS Avoiding the Slippery Slope of Ethical Pressures Jennifer Elder
BETHEDIF Be The Difference: Recognizing and Preventing Harassment in the Workplace Chuck Gallagher
AIETHICS Beware the “Artificial CPA”? Artificial Intelligence, Ethics and You Greg Conderacci
COT8 Champions of Trust Greg Conderacci
STEUSDiversity, Ethics and High Performing Cultures – Using Ethics as a lever to build a Culture of Diversity and Inclusion
Karl Ahlrichs
ETHSD Ethics – A Line in the Sand for CPA’s Jim Lindell
EIO Ethics – Inside and Out Greg Conderacci
HARETHIC Ethics and Harassment: Don’t Become the Next News Story Jennifer Elder
HABITEthics Can Be Habit-Forming: Bad Habits, Good Habits and Turning One into the Other
Greg Conderacci
ETHICSUREthics for People Who Don’t Like Surprises: Why We Don’t See It Coming Until It’s Too Darn Late
Greg Conderacci
EFIA Ethics for the Industry Accountant Frank Ryan, Matt Ryan
50SHADES Ethics: 50 Shades of Gray Peter Margaritis
50GRAYER Ethics: 50 Shades of Grayer Peter Margaritis
EAFCS-1 Ethics: Accounting Firm Cases Matt Ryan
TDBL Ethics: Caesar’s Wife: Tipping the Delicate Balance of Leadership and Ethics Greg Conderacci
BECCI Ethics: Confronting the Challenge of Integrity Greg Conderacci
ETHICHOW Ethics: It’s Not Just What You Do, But How You Do It! Jennifer Elder
ETCS-1 Ethics: Tax Cases Matt Ryan
ETHCHANG Ethics: The Ethics of Change – Keeping Your Balance in Risky Times Greg Conderacci
STRAY Ethics: Why We Stray: A Different Look at Ethical Decision-Making Greg Conderacci
EVRYDAY Everyday Ethics: Doing Well and Doing Good Ronald Baker
HAPPYHappiness and the Pursuit of Ethics; Does Good Behavior Makes Us Happy – and Vice Versa
Greg Conderacci
MNGCHANG Managing Change Effectively: Keeping Your Balance in Risky Times Greg Conderacci
ETHICS — BEHAVIORAL
COURSE ID FORMAT COURSE NAME INSTRUCTOR
35For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
MBAGG MBAexpress: Good Governance Jennifer Elder
MBALEAD MBAexpress: Key Concepts of Leadership Strategy Jennifer Elder, Peter Margaritis
HARASS-ERespect, Safety and Ethics – The Next Step in Harassment Avoidance – Executive Briefing
Jennifer Elder, Karl Ahlrichs
HARASSRespect, Safety and Ethics: the Next Step in Harassment Avoidance – Employee Training
Jennifer Elder, Karl Ahlrichs
SEDRWGTC Solving Ethical Dilemmas – A Real World Guide to Thinking Critically Karl Ahlrichs
OOPS The Ethics of OOPS! Slips, Mistakes, Failures and Your Future Greg Conderacci
ETHTECH The Ethics of Technology: How to Out-Smart Your Smart Phone Greg Conderacci
HSETHICS The Human Side of Ethics Chuck Gallagher
MFFRAUD The Many Faces of Fraud: Why Good People Make Dumb Choices Chuck Gallagher
BOTPSYCH Why Good People Do Bad Things Leslie Kirsch
ETHICS — REGULATORY
EUG A Practical Ethics Update for CPAs Ray Thompson
AERW Applying Ethics in the Real World Jennifer Elder
BUSVAETH Business Ethics + Virginia CPA Ethics Required Course Jennifer Louis, Matt Ryan, Jennifer Elder
CANSTATECannabis Comes to [X State]: Legal, Regulatory and Compliance Considerations
Emily Burns
CANNBLA Cannabis Law Primer: CPA, Accounting and Finance Edition Emily Burns
MINISUM Dr. Ray’s Mini Summit for Accountants, Controllers and Finance Professionals Ray Thompson
ETH Ethics Gary Bulmash, Jennifer Louis, Jennifer Elder, Matt Ryan
EFIA Ethics for the Industry Accountant Frank Ryan, Matt Ryan
EUBI Ethics Update for CPAs in Business Ray Thompson
EPCF Ethics: Critical Thinking, Case Studies and Fraud Matt Ryan
ERU-1 Ethics: Regulatory Update Matt Ryan
GPECPA General Ethics for CPAs Jennifer Louis
REALWRLD Real World Ethics for the CPA Matt Ryan
VAETHICS Virginia-Specific Ethics Course Gary Bulmash, Jennifer Elder, Jennifer Louis, Matt Ryan
ETHICS — BEHAVIORAL, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
36 Each BLI course can be custom tailored for your organization.
ETIQUETTE
EYEP Elevating Your Executive Presence Susan Katz
MPI Maintaining a Professional Image in a Business Casual World Cathleen Hanson, Carol Haislip
PCBE Professionalism, Civility and Business Etiquette Cathleen Hanson, Carol Haislip
FACILITATIONFACLTAT Facilitation as a Core Leadership Competency Tom Hood
I2A I2A: Strategic Thinking that Takes Insights to Action Tom Hood
I2AFACIL Tap the Wisdom of the Group Tom Hood
FINANCE
AUECS Annual Update of Essential Controller Skills Frank Ryan
BEEFT Building an Effective and Efficient Finance Team Samuel Dergel
CTFF Critical Thinking For Finance Jennifer Elder
HEDGE Derivatives and Hedge Accounting: The Essentials Thomas Selling
DFS Developing Finance Superstars Samuel Dergel
E5RCFOExcel: 5 Reports Your CFO Wants (But Probably Doesn’t Have) – Developing an Anticipatory Mindset
Donald Tomoff
FRUPDATE Financial Reporting Update Thomas Selling
FSA Financial Statements Analysis Jennifer Elder
LIONSLions, and Tigers, and Numbers Oh My! Finance for the Non-Financial Manager
Jennifer Elder
30ROLES Strategic Roles for Finance Jennifer Elder
ESEC The Essentials of SEC Financial Reporting Thomas Selling
TFEBP Transitioning from Financial Expert to Business Partner Jennifer Elder
WT-BSR Working Together – Building Strategic Relationships Jennifer Elder
FINANCIAL ANALYSIS
SATAccounting Standards Review for Controllers and Finance Professionals (Latest Edition)
Ray Thompson
LAPAAnalytical Procedures – Case Studies in Strengthening Analytic Financial Statement Audit Evidence
Jennifer Louis
MCAPAnalytical Procedures – The Most Common Analytics Used to Interpret Financial Statement Results
Jennifer Louis
AUECS Annual Update of Essential Controller Skills Frank Ryan
ETIQUETTE
COURSE ID FORMAT COURSE NAME INSTRUCTOR
37For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
AUCC Annual Update of Essential Information for Controllers and CFO’s Frank Ryan
BADMW Business Analytics for Decision Making – Making it Work Gary Cokins
CPAABC Customer Profitability Analysis (with activity-based costing, ABC) Gary Cokins
MINISUM Dr. Ray’s Mini Summit for Accountants, Controllers and Finance Professionals Ray Thompson
FSAF Financial Statement Analysis and Forecasting Frank Ryan
FSA Financial Statements Analysis Jennifer Elder
IFA-PT1 Insightful Financial Analysis – Part 1 Peter Margaritis
IFA-PT2 Insightful Financial Analysis – Part 2 Peter Margaritis
LIONSLions, and Tigers, and Numbers Oh My! Finance for the Non-Financial Manager
Jennifer Elder
MBAEXP MBAexpress – 30 Module Bundle Jennifer Elder, Peter Margaritis
MBAIFA MBAexpress: Insightful Financial Analysis Peter Margaritis
MBAVALUE MBAexpress: Key Concepts of Adding Value Jennifer Elder, Peter Margaritis
DBBPredictive Accounting: Driver-Based Based Budgeting and Rolling Financial Forecasts
Gary Cokins
MBA1 The Eight Hour MBA Jennifer Elder, Peter Margaritis
FINANCIAL KNOWLEDGE FOR NON-ACCOUNTANTS
CA-ACANA Color Accounting: Accounting Comes Alive for Non-Accountants Rebekah Brown, Peter Margaritis
CA-CWCColor Accounting: Communicating with Clients – So that’s what they’re not getting!
Rebekah Brown, Peter Margaritis
KNOWACCT Everything You Wanted to Know About Accounting, But Were Afraid to Ask Peter Margaritis
NONFIN Finance for Non-Financial People Jennifer Elder
HIEPHow to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants
Peter Margaritis
LIONSLions, and Tigers, and Numbers Oh My! Finance for the Non-Financial Manager
Jennifer Elder
PFDNFAPresenting Financial Data to Non-Financial Audiences – Avoiding Over-simplification
Lin Kroeger
STORYFSA The Story Behind the Numbers – Financial Statement Analysis Nicole Long
FINANCIAL MANAGEMENT
AIOPS Accounting for International Operations Thomas Selling
FRFSMEAICPA Financial Reporting Framework for SMEs and Special Purpose Framework
Salvatore Collemi
FINANCIAL ANALYSIS, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
38 Each BLI course can be custom tailored for your organization.
AYPFAIL Are You Prepared to Fail – How do you reconcile? Lowell Wightman
BOACABlue Oceans and Clean Paper – Using the ACA and Wellness as a catalyst to move organizations
Karl Ahlrichs
HEDGE Derivatives and Hedge Accounting: The Essentials Thomas Selling
EFAHELP Elder Financial Abuse: How CPAs Can Help Jennifer Elder
ESSFE Essential Strategic Skills for the Financial Executive Frank Ryan
TTRRLFIFASB’s Triple Threat: Practical Responses to the New Standards for Revenue Recognition, Leases and Financial Instruments
Ray Thompson
CS-PART2 Financial Professional Series: Internal Factors Impacting Business Frank Ryan, Matt Ryan
CS-PART3 Financial Professional Series: Soft Skills for CPAs Frank Ryan, Matt Ryan
GASBLGASB 87: Implementing the New Lease Accounting Standard in Governmental Entities
Ray Thompson
RGCDGoing Concern Disclosure Requirements Evaluating the Impact on Preparing Financial Statements, Compilations, Reviews and Audits
Jennifer Louis
HIEPHow to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants
Peter Margaritis
IFRSREE IFRS For Real Estate Entities Chris Boland
PCGARFImplementing FASB’s Revenue and Leasing Standards in Private Companies: GAAP Versus Alternate Reporting Frameworks
Ray Thompson
CROImplementing SSARS 21: Preparation, Compilation, Review & the Cash and Tax Basis of Accounting (Latest Edition)
Ray Thompson
INTREPB Integrated Reporting & Sustainability – Concepts and Practices (Basic) Michael Kraten
INTREPAIntegrated Reporting & Sustainability – Developing an Organizational Function (Advanced)
Michael Kraten
INTREPIIntegrated Reporting & Sustainability, Public Reporting and Assurance (Intermediate)
Michael Kraten
KAYAFRO Know All Your Alternative Financial Reporting Options Salvatore Collemi
MBAEXP MBAexpress – 30 Module Bundle Jennifer Elder, Peter Margaritis
MBAVALUE MBAexpress: Key Concepts of Adding Value Jennifer Elder, Peter Margaritis
REVREC2 New Revenue Recognition Standard – What You Need To Know! Salvatore Collemi
SECPCAOB SEC Reporting and PCAOB Standards Salvatore Collemi
WOC-SA State of Accountancy: Waves of Change Tom Hood
DERV The Basics of Derivatives and Hedge Accounting Jennifer Louis
MBA1 The Eight Hour MBA Jennifer Elder, Peter Margaritis
TLAA Thinking Like an Auditor When Preparing Your Financial Statements Jennifer Louis
CS-UMG Uncertainty and Managing Growth Frank Ryan, Matt Ryan
FINANCIAL MANAGEMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
39For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
FINANCIAL REPORTING
AABUFF A&A Buffet: Build Your Own Accounting and Auditing Course Jennifer Louis
RIGP A&A Update for Small-or Mid-Size Private Companies Jennifer Louis
PAANFPA&A Update for Nonprofits: Practical Insights into the Latest Accounting, and Auditing Issues Relevant to Nonprofit Entities
Jennifer Louis
PAAU A&A Update: Highlights of the Latest Accounting, and Auditing Issues Jennifer Louis
PAFRUAccounting & Financial Reporting Update: Highlights of the Latest Financial Statement Issues
Jennifer Louis
PAFRNPAccounting and Financial Reporting Update for Nonprofits: Practical Insights in Current Financial Statement Issues Relevant to NP Entities
Jennifer Louis
ACMAccounting Considerations for Mergers and Acquisitions, Including Business Combinations
Thomas Selling
EQUI Accounting for Equity Investments Jennifer Louis
AIOPS Accounting for International Operations Thomas Selling
ABCCDM Activity Based Costing for Critical Decision Making Frank Ryan
FRFSMEAICPA Financial Reporting Framework for SMEs and Special Purpose Framework
Salvatore Collemi
PAATUAudit and Attest Update: Highlights of the Latest Issues Related to Audit, and Other Attest Services
Jennifer Louis
RBAFSAuditing Financial Statements – How to Get a Better Return by Avoiding the Most Misapplied Risk-Based Audit Concepts
Jennifer Louis
RBASAAuditing in Compliance with Yellow Book and Single Audit – How to Get a Better Return by Avoiding the Most Misapplied Audit Concepts
Jennifer Louis
BLOBig GAAP, Little GAAP and AICPA’s Framework for SMEs Compared What Direction Should we take w/ Financial Reporting
Ray Thompson
BCAG Business Combination Accounting, Including Goodwill Jennifer Louis
DEBT Debt: Accounting and Financial Reporting,Risks Jennifer Louis
MINISUM Dr. Ray’s Mini Summit for Accountants, Controllers and Finance Professionals Ray Thompson
AESTEvaluating the Propriety of Estimates & Other Areas of Measurement Uncertainty – An Auditor’s Perspective
Jennifer Louis
E5RCFOExcel: 5 Reports Your CFO Wants (But Probably Doesn’t Have) – Developing an Anticipatory Mindset
Donald Tomoff
TTRRLFIFASB’s Triple Threat: Practical Responses to the New Standards for Revenue Recognition, Leases and Financial Instruments
Ray Thompson
FRUPDATE Financial Reporting Update Thomas Selling
FSDC Financial Statement Disclosures Common to Private Entities Jennifer Louis
GASBLGASB 87: Implementing the New Lease Accounting Standard in Governmental Entities
Ray Thompson
VALUHow to Evaluate Whether You (the Client) are Getting the Most for Value for Your Audit Dollars
Jennifer Louis
FINANCIAL REPORTING
COURSE ID FORMAT COURSE NAME INSTRUCTOR
40 Each BLI course can be custom tailored for your organization.
PCGARFImplementing FASB’s Revenue and Leasing Standards in Private Companies: GAAP Versus Alternate Reporting Frameworks
Ray Thompson
IFA-PT1 Insightful Financial Analysis – Part 1 Peter Margaritis
IFA-PT2 Insightful Financial Analysis – Part 2 Peter Margaritis
S131Integrated Audits – Performing an Effective and Efficient Engagement to Report on Internal Control and Financial Statements
Jennifer Louis
CICCInternal Controls – Critical Concepts for Managing Financial Reporting and Other Risks
Jennifer Louis
ICDNPInternal Controls for Nonprofits: Practical Insights into Mitigating Financial Reporting Compliance and Other Risks
Jennifer Louis
KAYAFRO Know All Your Alternative Financial Reporting Options Salvatore Collemi
LEASCHNG Leases – Getting Ready for Fundamental Changes Thomas Selling
LBAGAAPLeases Before and After New U.S. GAAP: Case Studies of the Impact of Applying Changes in Lease Accounting and Financial Reporting
Jennifer Louis
LTDTLong-Term Debt – Case Studies in Issues Impacting Classification, Disclosure and Debt Covenant Compliance
Jennifer Louis
REVREC2 New Revenue Recognition Standard – What You Need To Know! Salvatore Collemi
NFPR Nonprofit Financial Reporting – Implementing the New GAAP Requirements Jennifer Louis
SECP PCAOB and SEC Update Jennifer Louis
PAUI Practical Accounting Update for Industry Michael Kraten
IAAU Practical Annual Accounting Updates for Industry Jennifer Louis
PCGPPrivate Company U.S. GAAP Alternatives – When and Why Should Companies Adopt Available Simplifications
Jennifer Louis
REVRECOG Revenue Recognition – Getting Ready for the New Standard (Topic 66) Thomas Selling
REVRRevenue Recognition,Before and After New US GAAP: Case Studies of the Impact of Applying Changes in Accounting and Financial Reporting
Jennifer Louis
REVLEASE Revenue Recognition: Practical Approaches to Implementation Ray Thompson
SECPCAOB SEC Reporting and PCAOB Standards Salvatore Collemi
NUMBTaking The Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity
Peter Margaritis
DERV The Basics of Derivatives and Hedge Accounting Jennifer Louis
ESEC The Essentials of SEC Financial Reporting Thomas Selling
TLAA Thinking Like an Auditor When Preparing Your Financial Statements Jennifer Louis
FINANCIAL REPORTING, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
41For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
FORECASTING
BACKCAST Better Forecasting Using Backcasting Jennifer Elder
CPMUTCritical Performance Measures – Useful Tools for Gauging Success (A case study approach)
Frank Ryan
ERMF Enterprise Risk Management and Forecasting Frank Ryan
RMF Enterprise Risk Management and Forecasting – Best Practices Jennifer Elder
FSAF Financial Statement Analysis and Forecasting Frank Ryan
FSA Financial Statements Analysis Jennifer Elder
CS-GCCCP Good Customer Criteria and the Credit Process Frank Ryan, Matt Ryan
INTREPB Integrated Reporting & Sustainability – Concepts and Practices (Basic) Michael Kraten
INTREPAIntegrated Reporting & Sustainability – Developing an Organizational Function (Advanced)
Michael Kraten
INTREPIIntegrated Reporting & Sustainability, Public Reporting and Assurance (Intermediate)
Michael Kraten
OBMIMTSN Open Book Management: It’s More Than Sharing Numbers Christopher McKittrick
DBBPredictive Accounting: Driver-Based Based Budgeting and Rolling Financial Forecasts
Gary Cokins
WINPLAN Preparing a Winning Business Plan Jennifer Elder
WOC-SA State of Accountancy: Waves of Change Tom Hood
FRAUD
AABUFF A&A Buffet: Build Your Own Accounting and Auditing Course Jennifer Louis
AA6PACK Accounting Six Pack: You Get to Choose Ray Thompson
BC-CRYPTBlockchain, Cryptocurrencies and Fraud Risk – What Auditors and Accountants Need to Know
Sean Stein Smith
CYFR Cybersecurity, Risk Management and Fraud, Trends for CPAs Jennifer Louis
MINISUM Dr. Ray’s Mini Summit for Accountants, Controllers and Finance Professionals Ray Thompson
FORENSIC Forensics and Fraud: Real World Issues & Answers Jennifer Elder
FRDTFraud – Current Trends in Today’s Environment of Shifting Risks and Changing Fraud Schemes
Jennifer Louis
CYBERSEC Fundamentals of Cybersecurity and Privacy Leslie Kirsch
MBAFOF MBAexpress: Ferreting Out Fraud Jennifer Elder
FORECASTING
COURSE ID FORMAT COURSE NAME INSTRUCTOR
42 Each BLI course can be custom tailored for your organization.
NPFRAUD Nonprofits Fraud Detection and Prevention Jennifer Elder
PSFEProfessional Skepticism – Case Studies in Identifying Material Fraud and Error
Jennifer Louis
MFFRAUD The Many Faces of Fraud: Why Good People Make Dumb Choices Chuck Gallagher
ATTACK To Prevent Fraud,You Have to A-T-T-A-C-K Fraud Jennifer Elder
BOTPSYCH Why Good People Do Bad Things Leslie Kirsch
GENERATIONAL ISSUES
ANT-ENG Anticipate Engagement: Motivating the Next Workforce Karl Ahlrichs
ANT-INCL Anticipate Inclusion: Building a Sustainable Culture of Diversity Karl Ahlrichs
ANT-MAIN Anticipate the Future with Karl Ahlrichs Karl Ahlrichs
ANT-GEN Anticipate the Next Generation: A Different Take on the Generations Karl Ahlrichs
HIGHPCBuilding a High Performing Culture – Human Capital as a Competitive Advantage
Karl Ahlrichs
CAREER Career Management: What’s Next for You? Peter Margaritis
CNCG Coaching the Next Generation of CPAs Tips for Developing Millennials Jennifer Louis
CSM CPAs and Social Media: Passing Fad or Valuable Tool? Tom Hood, Bill Sheridan
WWTALENT Creating the Future Ready Firm – How to Win the War on Talent Tom Hood
DIG Diversity in Generations Denise Borgoyn
INCLUDED INCLUDED: Creative Cohesion for Five Generations at Work Courtney Feider
REINVENT It May Be Time to Reinvent Your Firm Peter Margaritis
LMF Leader vs. Manager vs. Facilitator: When, Why, How? Lin Kroeger
GCMMG Leadership and Generations: What Are They Thinking? Lin Kroeger
GENSHIFTLeadership and Retaining Talent: How the Generational Shifts Changing Leadership
Lin Kroeger
MMG Managing Multiple Generations: Next Steps and New Surprises Karl Ahlrichs
MSCNGEN Managing the Shift Change: Next Gen Leaders – Your Key to Succession Tom Hood, Rebekah Brown
NEWNORM Next Steps in the New Normal World Karl Ahlrichs
POD-NGWF PODCAST: The Next-Gen WiFi – Karl Ahlrichs Peter Margaritis
DPWCIY Positive Work Culture: Developing the iY Generation Lowell Wightman
FRAUD, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
43For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
RM Sharing Skills Between Generations Lin Kroeger
ELD-SLG6 Successfully Leading 5.5 Generations Jennifer Elder
TALENTTalent Management – People as a Competitive Advantage in “Not Normal” Times
Karl Ahlrichs
MILL The Millennial Generation and the Future of Business Jamie Notter
GRUMP The New Workforce – New Data, New Ideas, Aging Baby Boomers Karl Ahlrichs
SWWH The Power in Succession: Who, Why and How Jody Padar
SCACHPF The Shift Change in Accounting – Creating the High Performance Firm Tom Hood, Rebekah Brown
CULTDISR What is the Cultural Role of a Disruptor? Lowell Wightman
WT-GIW Working Together – Four Generations in the Workplace Jennifer Elder
WORKFLOW You’ve Got to Move it, Move it! Workflow Un-conference Jody Padar
GOVERNANCE
BBWYS Board Beginnings – Why You Should and How You Can John Morrow
Current Board Issues and Related Challenges John Morrow
CS-PART2 Financial Professional Series: Internal Factors Impacting Business Frank Ryan, Matt Ryan
CS-GATB Governance and the Board Frank Ryan, Matt Ryan
UGFG-202 Let’s Build an Indirect Rate for Nonprofits with Federal Awards Paul Calabrese
MBALEAD MBAexpress: Key Concepts of Leadership Strategy Jennifer Elder, Peter Margaritis
UGFG-102Navigating the Uniform Guidance – The New Rules for Federal Grants Management
Paul Calabrese
UGFG-101Navigating the Uniform Guidance (2 CFR 200) – The New Rules for Federal Grants Management
Paul Calabrese
HEALTH CARE
BOACABlue Oceans and Clean Paper – Using the ACA and Wellness as a catalyst to move organizations
Karl Ahlrichs
SILVERScary Thoughts and Silver Linings; What is Known and What is Probable for Today and Beyond
Karl Ahlrichs
EHRIIS The Economics Of Health Reform: Implications for Industry & Society Don McDaniel
IFRS
ACMAccounting Considerations for Mergers and Acquisitions, Including Business Combinations
Thomas Selling
IFRSREE IFRS For Real Estate Entities Chris Boland
GENERATIONAL ISSUES, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
44 Each BLI course can be custom tailored for your organization.
INFORMATION TECHNOLOGY
ITBUDGET A Systematic Approach to IT Budgeting Donny Shimamoto
ADOBE-L Adobe Acrobat Best Features, Security, Forms and Tips for CPAs Judy Borsher
ADS Audit Data Standardization: Is Interoperable Audit Evidence on the Horizon Eric Cohen
AIETHICS Beware the “Artificial CPA”? Artificial Intelligence, Ethics and You Greg Conderacci
AUDITITConducting and Documenting IT Assessments in the Course of a Financial Audit
Leslie Kirsch
CPAFBDDA CPA Firm Business Development: Don’t Miss The Data Analytics Opportunity Donald Tomoff
CYBERCPA Cybersecurity & Privacy: Regulatory and Reporting Issues for CPAs Ray Thompson
EDMPTC Excel Data Management: Tables and Pivot Tables Challenge Donald Tomoff
EXCLPT Excel Pivot Tables in-depth, PowerPivot, & Data Analysis Functions & Tips Judy Borsher
EXCPBIDA Excel, Power BI and Data Analysis – Eliminating the Paralysis of the Analysis Donald Tomoff
E5TUCS Excel: 5 Tips for Understanding a Complicated Spreadsheet Donald Tomoff
CYBERSEC Fundamentals of Cybersecurity and Privacy Leslie Kirsch
FATTFN Futuristic Audit Trends: The Future is Now Amy Vetter
DARWIN Going Darwin: Why Self-Evolution is the Key to Future Success Bill Sheridan
IDAEPP Introduction to Data Analytics with Power Pivot Donald Tomoff
IDAPQIntroduction to Data Analytics with Power Query (Get and Transform in Excel 2016)
Donald Tomoff
MSPBIEDVMicrosoft Power BI and Excel Data Visualization – Create Dynamic Charts, Graphs and Diagrams Based on Your Data
Judy Borsher
INFOSECUPrivacy & Security Considerations – Microsoft Office files, PDFs, Cyber-Security Tips for CPAs
Judy Borsher
SOCMEDSocial Media Strategy & Quick Start: Developing and Implementing a SocialMedia Strategy for CPA Firms & Organizations
Tom Hood
SOESKC Stand Out with Your Excel Skills: Key Capabilities to Set You Apart Donald Tomoff
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
TECHTREN Tech Trends for Accountants: What To Know and What You Can Do About It Donald Tomoff
TFIN The Future is Now Kimberly Ellison-Taylor
CAFFNG1The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning
Amy Vetter
CATPPM1The Journey to Becoming a Cherished Advisor: Technology, the Process and Practice Management
Amy Vetter
INFORMATION TECHNOLOGY
COURSE ID FORMAT COURSE NAME INSTRUCTOR
45For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
CAAIML1The Journey to Becoming a Cherished Advisor: Utilizing AI to Create Opportunities for Long-Lasting Client Relationships
Amy Vetter
UBCAA Understanding Blockchain: For CPAs, Accountants & Auditors Salvatore Collemi
WEB20 Web 2.0: Less Hype, More Help Bill Sheridan
WSNBSA Will SkyNet Become Self Aware? Kimberly Ellison-Taylor
CLOUD Work from the Beach if you’re in the Cloud (Also available as a 1-hr Webcast) Jody Padar
INTERNAL CONTROL
AABUFF A&A Buffet: Build Your Own Accounting and Auditing Course Jennifer Louis
PAAU A&A Update: Highlights of the Latest Accounting, and Auditing Issues Jennifer Louis
PAFRUAccounting & Financial Reporting Update: Highlights of the Latest Financial Statement Issues
Jennifer Louis
AA6PACK Accounting Six Pack: You Get to Choose Ray Thompson
PAATUAudit and Attest Update: Highlights of the Latest Issues Related to Audit, and Other Attest Services
Jennifer Louis
RBAFSAuditing Financial Statements – How to Get a Better Return by Avoiding the Most Misapplied Risk-Based Audit Concepts
Jennifer Louis
RBASAAuditing in Compliance with Yellow Book and Single Audit – How to Get a Better Return by Avoiding the Most Misapplied Audit Concepts
Jennifer Louis
MINISUM Dr. Ray’s Mini Summit for Accountants, Controllers and Finance Professionals Ray Thompson
RMF Enterprise Risk Management and Forecasting – Best Practices Jennifer Elder
S132Integrated Audits – Performing an Effective and Efficient Engagement to Report on Internal Control and Financial Statements
Jennifer Louis
IAPB Internal Audits – The Process and Benefits Tricia Griffis
CICCInternal Controls – Critical Concepts for Managing Financial Reporting and Other Risks
Jennifer Louis
ICDNPInternal Controls for Nonprofits: Practical Insights into Mitigating Financial Reporting Compliance and Other Risks
Jennifer Louis
SAMPSampling – Avoiding Common Mistakes on Financial Statement & Compliance Audits
Jennifer Louis
URASLG Understanding the Role of the Auditor in State and Local Governments Tricia Griffis
LEADERSHIP
FBAREER “First Break All the Rules”: Employee Engagement and Retention Denise Borgoyn
HOW-MAIN A How-To Guide for Your Leadership Development Alan Patterson
ASTRE Achieving Success Through Relationship Excellence Samuel Dergel
ANT-DEV Anticipate Development: Moving From Employee to Manager to Leader Karl Ahlrichs
INFORMATION TECHNOLOGY, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
46 Each BLI course can be custom tailored for your organization.
ANT-ENG Anticipate Engagement: Motivating the Next Workforce Karl Ahlrichs
ANT-MAIN Anticipate the Future with Karl Ahlrichs Karl Ahlrichs
RYBORY Are You Running Your Business ... Or Is It Running You? Bill Sheridan
FALTTAt the Helm in the Storm: Seven Survival Strategies for Leaders in Turbulent Times
Greg Conderacci
BACKPACK Backpack to Briefcase: Essential Skills for Professional Growth Peter Margaritis
BCOABuilding a Culture of Accountability: A New Model for Leadership & Execution
Jeff Nischwitz
HIGHPCBuilding a High Performing Culture – Human Capital as a Competitive Advantage
Karl Ahlrichs
BEEFT Building an Effective and Efficient Finance Team Samuel Dergel
COMEDY Building Stronger Teams by Using Improvisational Comedy Peter Margaritis
BDS Business Development, Skills for Accountants Peter Margaritis
BULO Business Longevity Jim Lindell
CNCG Coaching the Next Generation of CPAs Tips for Developing Millennials Jennifer Louis
HBBBP CPAs: How to Become the Best Business Partner to Your Client CFO Samuel Dergel
CBBMETRS Creating Better Business Metrics Through Improved Employee Engagement Susan Katz
WWTALENT Creating the Future Ready Firm – How to Win the War on Talent Tom Hood
CRTVLTN CREATIVOLUTION: Practical Creativity for a Rapidly Changing Future Courtney Feider
PBRAND Define Your Personal Brand & Enhance Your Executive Presence Jason Levin
DFS Developing Finance Superstars Samuel Dergel
DFFL8 Developing Future Female Leaders Julie Kirsch
DCTIPDLDDisconnect to Connect: Tap Into the Power Within You to Design the Life You Desire
Amy Vetter
CS-EC Effective Communication and Negotiation Frank Ryan, Matt Ryan
EYEP Elevating Your Executive Presence Susan Katz
SUPER Embracing Your Inner Superhero Peter Margaritis
EI Emotional Intelligence and Personal Leadership Lin Kroeger
EMPO Engaging and Empowering Your Team Jeff Nischwitz
DARING Ethics: Above the Waterline – Mistakes You Should Dare to Make Frank Ryan, Greg Conderacci
LEADERSHIP, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
47For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
TDBL Ethics: Caesar’s Wife: Tipping the Delicate Balance of Leadership and Ethics Greg Conderacci
ETHCHANG Ethics: The Ethics of Change – Keeping Your Balance in Risky Times Greg Conderacci
EXENDURE Extraordinary Endurance: Leadership Lessons from the Long Road Frank Ryan, Greg Conderacci
FACLTAT Facilitation as a Core Leadership Competency Tom Hood
CS-PART3 Financial Professional Series: Soft Skills for CPAs Frank Ryan, Matt Ryan
FCCFO From Financial Expert to Strategic Business Leader: Leader Evolution
SDSS From Slow Death to Sweet Success: Seven Survival Strategies Greg Conderacci
BROADENFrom Technical Expert to Financial Leader: How to Manage and Broaden Your Career
Alan Patterson
ANTCPAGet Ready for the Fast Future – The Anticipatory CPA, Accounting and Finance Professional
Tom Hood
ANTCPAWS Get Ready for the Fast Future and Future Trends Workshop Tom Hood, Rebekah Brown
LEAF Getting Things Done – Engaging People to Execute Effectively Lin Kroeger
GOALTRUE Goals Come True: Visualizing and Executing Your Goals Using Vision Boards Jeannine K. Brown
CS-GATB Governance and the Board Frank Ryan, Matt Ryan
GTOGGreat to Good: Using the Lessons of Good to Great AND How the Mighty Fall
Greg Conderacci
7DISRUPTHow to Beat the 7 Disruptors of Work in Industry 4.0 – A Playbook for Next Gen Leaders
Tom Hood, Rebekah Brown
DTLT How to Develop Tomorrow’s Leaders Today: Succession Planning That Works Alan Patterson
LCDWT How to Lead, Coach, and Develop a Winning Team Alan Patterson
PLANMEET How To Plan And Lead Effective, Productive Meetings Susan Katz
HSFTM How to Succeed as a First-Time Manager Alan Patterson
NOJOKEImprov Is No Joke: Using Improvisation to Create Positive Results in Leadership and in Life
Peter Margaritis
INCLUDED INCLUDED: Creative Cohesion for Five Generations at Work Courtney Feider
ILDIRW Inclusive Leadership – Does it Really Work? Kimberly Ellison-Taylor
BTRC Interpersonal Leadership – Building Trust and Resolving Conflict Steve McClatchy
REINVENT It May Be Time to Reinvent Your Firm Peter Margaritis
LSMIDLeadership - Social Media Influence on Decision Making and Time Management
Lowell Wightman
LEADACAD Leadership Academy Tom Hood, Rebekah Brown
LEADERSHIP, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
48 Each BLI course can be custom tailored for your organization.
GCMMG Leadership and Generations: What Are They Thinking? Lin Kroeger
GENSHIFTLeadership and Retaining Talent: How the Generational Shifts Changing Leadership
Lin Kroeger
CS-LTTT Leadership and the Tone at the Top Frank Ryan, Matt Ryan
LEADDIFF Leadership from a Slightly Different Perspective Peter Margaritis
IMPROV Leadership Improv – Why “Fake It Until You Make It” Works Greg Conderacci
LFMO Leadership in Fast-Moving Organizations Lin Kroeger
LIO Leadership Inside Out: Discovering the Leader Within Greg Conderacci
LMEXPL Leadership or Management? An Exploration Denise Borgoyn
LSWSF Leadership Style - Which Style Fits You Lowell Wightman
LCDELeadership: Coaching to Develop and Empower – Accountability, Delegation and Dialogue
Lin Kroeger
LMPN Leadership: Motivation – The Power of Needs, Styles and Ownership Lin Kroeger
PSPE Leadership: Personal Style and Personal Effectiveness Lin Kroeger
LEADVUCA Leading and Collaborating in a VUCA World Tom Hood
APAI Leading Change: Action Planning to Actual Implementation Lin Kroeger
LEADMIDD Leading from the Middle Kimberly Ellison-Taylor
LCDWCCP Leading is Changing: Dealing with Change Constructively and Positively Denise Borgoyn
LPMT Leading People, Managing Things Donna Salter
LSLFFP21 Leading the Shift: Leadership for Financial Professionals in the 21st Century Jeff Nischwitz
LEADUP Leading Up – How to Manage Your Boss Jennifer Elder
LWCAWM Leading with Compassion: A Working Model Denise Borgoyn
LWH Leading with Heart Denise Borgoyn
LMTB-4 Leading, Mentoring and Team Building Frank Ryan
DEHLL Let Go and Lead Bill Sheridan
LEVLEAD Leveraging Leadership Through Improvision Peter Margaritis
LISTEN Listening For Leaders: Ask the Question, Discover the Need, Win the Trust Greg Conderacci
AGICULT Make the Connection with an Agile Culture – Disrupting the AI Process Lowell Wightman
LEADERSHIP, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
49For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
MNGCHANG Managing Change Effectively: Keeping Your Balance in Risky Times Greg Conderacci
MDPI Managing Diversity to Promote Inclusion Denise Borgoyn
MSCNGEN Managing the Shift Change: Next Gen Leaders – Your Key to Succession Tom Hood, Rebekah Brown
MCMVEI Master Coach and Mentor - Valuing Your Emotional Intelligence Lowell Wightman
MBACI MBAexpress: Creativity & Innovation Peter Margaritis
MBALEAD MBAexpress: Key Concepts of Leadership Strategy Jennifer Elder, Peter Margaritis
MEASMIND Measure Mindfulness: Book Your Desire to a T – Account-a-bility Lowell Wightman
MENTCOND Mental Conditioning Methods & Strategies for Executive Excellence Lowell Wightman
CRISIS NO Coin Flips Allowed: Decision-Making in Crisis Greg Conderacci
ODEPC Overcoming Difficult Employee Performance Conversations Susan Katz
POD-LNFP PODCAST: Leadership and Not-for-Profits – Clark Price Peter Margaritis
LEADACT Practical Leadership – Action Steps to Strengthen Leader Effectiveness Lin Kroeger
PRESENT PRESENT: Superior Executive Presence with Creative Confidence Courtney Feider
PESMCPJ3Productivity Enablement: Simplifying the Most Challenging Parts of your Job and Becoming Future-Ready
Tom Hood, Mike Sabbatis
SITULEAD Situational Leadership Denise Borgoyn
MAXTALNTStop, Collaborate and Listen: How to Maximize Your Talent With Three Simple Steps
Rebekah Brown
30ROLES Strategic Roles for Finance Jennifer Elder
SBLEEWB Strengths Based Leadership – Elevate Engagement & Well-Being Donna Salter
BLBMStriking the Right Balance Between Leadership and Management – Adapting Your Behaviors to Succeed at Short and Long-Term Objectives
Jennifer Louis
ELD-SLG6 Successfully Leading 5.5 Generations Jennifer Elder
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
TLLC Team Leadership & Leading Change Steve McClatchy
10XLDR The #FutureReady Leader – Leading with Strategic Foresight Tom Hood
BOFI The Business of the Future Ronald Baker, Ed Kless
CSUITE The C-Suite: 10 Powerful Tools for Getting There and Staying There! Jennifer Elder
LEADERSHIP, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
50 Each BLI course can be custom tailored for your organization.
TCAMRC The Competent Accountant – Mastering the Role of the Controller/CFO Jim Lindell
CCBCBD The Culture Choice: Building a Culture By Design Jeff Nischwitz
OOPS The Ethics of OOPS! Slips, Mistakes, Failures and Your Future Greg Conderacci
ELVUCA The Exponential Leader – Leadership in a VUCA World Tom Hood
TFABWCOO The Future of Accounting: Big Waves of Change and Oceans of Opportunity Tom Hood
FRFAPWFFThe Future-Ready Finance & Accounting Professional – Welcome to the Fast Future!
Tom Hood
CATPPM1The Journey to Becoming a Cherished Advisor: Technology, the Process and Practice Management
Amy Vetter
HBRLEAD The Latest in Leadership – What’s New at the Harvard Business Review Jennifer Elder
LTTHREE The Leadership Trifecta: THE Three Traits ALL Top Leaders Possess Denise Borgoyn
SCACHPF The Shift Change in Accounting – Creating the High Performance Firm Tom Hood, Rebekah Brown
TTTLEAD The Three Ts of Leadership: Truth, Trust and Transparency Donna Salter
THRIVE Thriving in Chaos: How to Lead and Collaborate in a VUCA World Bill Sheridan
TMPL Time Management and Personal Leadership Steve McClatchy
GENYLEAD Training Millennials/Gen Y for Leadership Jeannine K. Brown
TFEBP Transitioning from Financial Expert to Business Partner Jennifer Elder
NOTOYES Turn No to Yes: How to Innovate When Your Boss Says “No” Bill Sheridan
CONVERSE Turning Conversations into Opportunities Greg Conderacci
RAINMKRUnleashing Rainmakers: Developing a Business Development, Culture in Your Business
Jeff Nischwitz
UNMASK Unmask & Unleash Your Authentic Leader Jeff Nischwitz
LEARNNEW Using Personal Learning Networks to Learn New Skills Bill Sheridan
COLLABOR Value of Collaboration – The Art of Relationship Management Peter Margaritis
VISICAST Vision Casting: Creating a Vision Others Can Follow Jeannine K. Brown
CULTDISR What is the Cultural Role of a Disruptor? Lowell Wightman
WHATNOW What NOW, Coach? Leading When You Don’t Know What to Do Next Greg Conderacci
WSSNO Why Standing Still is Not an Option Kimberly Ellison-Taylor
WSNBSA Will SkyNet Become Self Aware? Kimberly Ellison-Taylor
LEADERSHIP, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
51For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
LEAN ACCOUNTING
CS-PART2 Financial Professional Series: Internal Factors Impacting Business Frank Ryan, Matt Ryan
LEAN Lean Accounting for the Lean Enterprise Jerry Solomon
LMLE Lean Operations for a New Economy Frank Ryan
MBABPI MBAexpress: Business Process Improvement Jennifer Elder
MBAPERFO MBAexpress: Key Concepts of Performance Management Jennifer Elder, Peter Margaritis
TRIPLE Sustainability: Using the “Triple Bottom Line” to Increase Your Success Jennifer Elder
WRKSMART Working Smarter: Adding to Your Personal and Professional Bottom-line Jennifer Elder
MANAGEMENT
ANT-DEV Anticipate Development: Moving From Employee to Manager to Leader Karl Ahlrichs
RYBORY Are You Running Your Business ... Or Is It Running You? Bill Sheridan
BOMB Bomb Proof Constructive Feedback for Leaders Chris Zervas
BCOABuilding a Culture of Accountability: A New Model for Leadership & Execution
Jeff Nischwitz
SQURPEG Don’t Be a Square Peg in a Round Hole Susan Rucker
ETP Elevating Team Performance Alan Patterson
EMPO Engaging and Empowering Your Team Jeff Nischwitz
ESOP Essential Strategic CFO and Controller Skills Frank Ryan
TRANMGMT Excellence in Management – Inspiring Responsibility and Accountability Ray Perry
EMPMOTI Excellence in Management: Driving Results without Driving Your Team Crazy Ray Perry
FCCFO From Financial Expert to Strategic Business Leader: Leader Evolution
PLANMEET How To Plan And Lead Effective, Productive Meetings Susan Katz
HSFTM How to Succeed as a First-Time Manager Alan Patterson
LMEXPL Leadership or Management? An Exploration Denise Borgoyn
LEADVUCA Leading and Collaborating in a VUCA World Tom Hood
LEADMIDD Leading from the Middle Kimberly Ellison-Taylor
LSLFFP21 Leading the Shift: Leadership for Financial Professionals in the 21st Century Jeff Nischwitz
LEAN ACCOUNTING
COURSE ID FORMAT COURSE NAME INSTRUCTOR
52 Each BLI course can be custom tailored for your organization.
MBABBS MBAexpress: Business Benefits of Sustainability Jennifer Elder
MWMTC Measure What Matters to Customers: Using Key Predictive Indicators Ronald Baker
NEWNORM Next Steps in the New Normal World Karl Ahlrichs
OOMREP Out of Office – Managing Remote Employees for Productivity Karl Ahlrichs
HEOPerformance, Productivity and Profit: Creating the Higher Energy Organization
Greg Conderacci
ELD-SLG6 Successfully Leading 5.5 Generations Jennifer Elder
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
TCAMRC The Competent Accountant – Mastering the Role of the Controller/CFO Jim Lindell
CCBCBD The Culture Choice: Building a Culture By Design Jeff Nischwitz
DYNTEAMS The Dynamics of Teams – Combining Strengths to Optimize Your Team Susan Rucker
GRUMP The New Workforce – New Data, New Ideas, Aging Baby Boomers Karl Ahlrichs
TFEBP Transitioning from Financial Expert to Business Partner Jennifer Elder
WORKFLOW You’ve Got to Move it, Move it! Workflow Un-conference Jody Padar
MARKETING
BUZZ Build Your Book of Business with Better Brand Buzz Greg Conderacci
DMBD Business Development: Distinctions Between Marketing and Sales Greg Conderacci
FINDND Find a Need and Fill It: Your Key to Business Development Greg Conderacci
HCCL How You Can Create Clients for Life Mike Sciortino
MYBS Make Your Brand Speak Jeannine K. Brown
MMPSLMastering the Most Powerful Skill You Can Learn: Connecting to and Engaging with Your Clients Using Stories
Mike Sciortino
MBASTRAT MBAexpress: Key Concepts of Business Strategy Jennifer Elder, Peter Margaritis
MBAMM MBAexpress: Masterful Marketing Peter Margaritis
MUVCMoving Up the Value Chain: Best Practices for Taking your Firm to the Next Level
Jennifer Warawa
POD-GM PODCAST: Gratitude Marketing – Mike Sciortino Peter Margaritis
MINDB Reading Clients Minds and Understanding How They’re Reading Yours Robert Cooper
SYNBYB Scratching Your Niche Bill Sheridan
MANAGEMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
53For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
SLBOOT Social Learning Bootcamp Tom Hood, Bill Sheridan
PSIE Special Delivery: Delivering Presentations to Sell Ideas Effectively Lin Kroeger
ENTRACPA The Entrepreneurial CPA – Marketing for Outsourced CFOs Greg Conderacci
FIVEBUYThe Five Buying Motives: Turbocharge Your Sales by Unlocking the Power of Consumer Psychology
Chuck Gallagher
WHAT Why You? Positioning Yourself Ahead of the Pack Greg Conderacci
MEETINGS
HRMDS How to Run a Meeting That Doesn’t Suck Bill Sheridan
MMMSTSM Master Meeting Maker: Save Time. Save Money. Get Results Chris Zervas
PSIE Special Delivery: Delivering Presentations to Sell Ideas Effectively Lin Kroeger
NEGOTIATION
MABC Accounting, Tax and Business Considerations of M&A Transactions Art Flach
EPRES Executive Presence: An Experiential Approach to Networking & Negotiation Michael Kraten
CS-PART3 Financial Professional Series: Soft Skills for CPAs Frank Ryan, Matt Ryan
MBAVALUE MBAexpress: Key Concepts of Adding Value Jennifer Elder, Peter Margaritis
NEGBARG Negotiation,Skills & Bargaining for Women (and Young Professionals) Jeannine K. Brown
TCAMRC The Competent Accountant – Mastering the Role of the Controller/CFO Jim Lindell
MBA1 The Eight Hour MBA Jennifer Elder, Peter Margaritis
21CNEG Why Don’t We Say Yes? 21st Century Negotiating Greg Conderacci
PERFORMANCE MANAGEMENT
EPM Analytics-based Enterprise Performance Management Gary Cokins
ANT-ENG Anticipate Engagement: Motivating the Next Workforce Karl Ahlrichs
ANT-GRT Anticipate Greatness: Building a Productive, Resilient Workforce Karl Ahlrichs
RYBORY Are You Running Your Business ... Or Is It Running You? Bill Sheridan
CBBMETRS Creating Better Business Metrics Through Improved Employee Engagement Susan Katz
CPMUTCritical Performance Measures – Useful Tools for Gauging Success (A case study approach)
Frank Ryan
DAWDA Do It All Without Doing it All Jody Padar
MARKETING, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
54 Each BLI course can be custom tailored for your organization.
ETP Elevating Team Performance Alan Patterson
EMPO Engaging and Empowering Your Team Jeff Nischwitz
TRANMGMT Excellence in Management – Inspiring Responsibility and Accountability Ray Perry
FBNFLW Feedback is Not a Four-letter Word Donna Salter
FIX Finally Fixing Performance Management, Using New Tools Karl Ahlrichs
FIXTURN Finally Fixing Turnover and Employment Engagement Karl Ahlrichs
IDHT Identifying, Developing, and Hanging on to Talent Alan Patterson
AGICULT Make the Connection with an Agile Culture – Disrupting the AI Process Lowell Wightman
MBABS MBAexpress: Balanced Scorecard Peter Margaritis
MBACI MBAexpress: Creativity & Innovation Peter Margaritis
MBAPERFO MBAexpress: Key Concepts of Performance Management Jennifer Elder, Peter Margaritis
MBAPPMGT MBAexpress: Performance Management Jennifer Elder
MEASMIND Measure Mindfulness: Book Your Desire to a T – Account-a-bility Lowell Wightman
OOMREP Out of Office – Managing Remote Employees for Productivity Karl Ahlrichs
ODEPC Overcoming Difficult Employee Performance Conversations Susan Katz
SC Strategic Coaching – Growing Top-Notch Performers Ray Perry
TRIPLE Sustainability: Using the “Triple Bottom Line” to Increase Your Success Jennifer Elder
TBEL Team Development – Secrets Behind Building an Award-Winning Team Ray Perry
TLLC Team Leadership & Leading Change Steve McClatchy
MBA1 The Eight Hour MBA Jennifer Elder, Peter Margaritis
PERSONAL DEVELOPMENT
HOW-MAIN A How-To Guide for Your Leadership Development Alan Patterson
OPOL A Positive Approach to Office Politics Jennifer Elder
AYHP Achieving Your Highest Priorities Donna Salter
ANT-CHG Anticipate Change: Avoiding Ulcers in the New Abnormal World Karl Ahlrichs
ANT-DEV Anticipate Development: Moving From Employee to Manager to Leader Karl Ahlrichs
PERFORMANCE MANAGEMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
55For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
ANT-MAIN Anticipate the Future with Karl Ahlrichs Karl Ahlrichs
FALTTAt the Helm in the Storm: Seven Survival Strategies for Leaders in Turbulent Times
Greg Conderacci
BCASSNHCBecoming a Cherished Advisor® The Soft Skills Needed to Help Companies Succeed and Thrive
Amy Vetter
BGCSE8 Beginners Guide to Client Service Excellence Julie Kirsch
BPAFPIO Best Practices in Accounting and Finance Writing: Putting Ideas in Order Lin Kroeger
BYRYCLB Brand You! Running Your Career Like a Business Tom Hood
BGTGR Build Great Teams that Get Results Jeannine K. Brown
COMEDY Building Stronger Teams by Using Improvisational Comedy Peter Margaritis
CBBMETRS Creating Better Business Metrics Through Improved Employee Engagement Susan Katz
CREATE Creating Creativity: Outside – Outside the Box Greg Conderacci
CREATLIV Creative Living Donna Salter
CKIV Creativity – The key to Increased Value Jim Lindell
CSIWORK CSI Workplace: Customer Service Is Your Profit Chris Zervas
PBRAND Define Your Personal Brand & Enhance Your Executive Presence Jason Levin
DCTIPDLDDisconnect to Connect: Tap Into the Power Within You to Design the Life You Desire
Amy Vetter
SQURPEG Don’t Be a Square Peg in a Round Hole Susan Rucker
EYEP Elevating Your Executive Presence Susan Katz
ECTGUIEAEmbrace the Challenges of Today: Get Unstuck and Increase Your Emotional Agility
Donna Salter
EPSSEP Enhancing Your Presentation Skills and Speaking with Executive Presence Julie Kirsch
FACLTAT Facilitation as a Core Leadership Competency Tom Hood
7PRINFCFierce Conversations: Enhance Communication, Resolve Conflict and Strengthen Relationships
Donna Salter
STRENGTH Finding and Applying Your Strengths Rebekah Brown, Donna Salter
FSSF Five Smooth Stones – Facing Goliath and Winning Greg Conderacci
SDSS From Slow Death to Sweet Success: Seven Survival Strategies Greg Conderacci
BROADENFrom Technical Expert to Financial Leader: How to Manage and Broaden Your Career
Alan Patterson
GRWDFTM Get the Right Work Done (in less time): The Future of Time Management Jennifer Elder
PERSONAL DEVELOPMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
56 Each BLI course can be custom tailored for your organization.
GETUP Getting UP! Supercharging Your Energy Greg Conderacci
GOALTRUE Goals Come True: Visualizing and Executing Your Goals Using Vision Boards Jeannine K. Brown
IDEAGUTS Have the Idea and Have the Guts Jody Padar
ENERGY High Performance Time Management: Boosting Your Personal Energy Greg Conderacci
BBPCT How to Build a Base of Personal Credibility and Trust Alan Patterson
DIFFCONV How to Conduct Difficult Conversations in the Workplace Sarah Gershman
SALY How to Dump SALY and Find a New Creative Approach to Accounting Peter Margaritis
PLANMEET How To Plan And Lead Effective, Productive Meetings Susan Katz
HSFTM How to Succeed as a First-Time Manager Alan Patterson
INNOV Innovation and Creativity for Left-Brain Thinkers Jennifer Elder
YCTC It’s Your Career. Take Control. Rebekah Brown
LSMIDLeadership - Social Media Influence on Decision Making and Time Management
Lowell Wightman
LEADACAD Leadership Academy Tom Hood, Rebekah Brown
LIO Leadership Inside Out: Discovering the Leader Within Greg Conderacci
LMEXPL Leadership or Management? An Exploration Denise Borgoyn
PSPE Leadership: Personal Style and Personal Effectiveness Lin Kroeger
LEADVUCA Leading and Collaborating in a VUCA World Tom Hood
LPMT Leading People, Managing Things Donna Salter
LWH Leading with Heart Denise Borgoyn
LLLL Look, Lead, Love, Learn Bill Sheridan
MAGYV MacGyvering: The Art of Being Resourceful in a Crisis Greg Conderacci
MPI Maintaining a Professional Image in a Business Casual World Cathleen Hanson, Carol Haislip
MIH Make it Happen! The Art of Discipline and Getting Things Done Karl Ahlrichs
AGICULT Make the Connection with an Agile Culture – Disrupting the AI Process Lowell Wightman
MYBS Make Your Brand Speak Jeannine K. Brown
TMIP Managing Multiple Priorities – The Discipline of Getting Things Done Ray Perry
PERSONAL DEVELOPMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
57For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
MBACOMM MBAexpress: Key Concepts of Powerful Communication Jennifer Elder, Peter Margaritis
MEASMIND Measure Mindfulness: Book Your Desire to a T – Account-a-bility Lowell Wightman
MINDLIVE Mindful Living Jeannine K. Brown
MASM Mindfulness and the Art of Stress Management Ray Perry
MP Mingling for Professionals (Mingle, Mingle) Cathleen Hanson, Carol Haislip
NEGBARG Negotiation,Skills & Bargaining for Women (and Young Professionals) Jeannine K. Brown
CRISIS NO Coin Flips Allowed: Decision-Making in Crisis Greg Conderacci
GOODGRN On Good Ground: Creating A Personal Strategy for a Great Life Greg Conderacci
NEWCPA Orientation to the CPA Profession Rebekah Brown
ODEPC Overcoming Difficult Employee Performance Conversations Susan Katz
HEOPerformance, Productivity and Profit: Creating the Higher Energy Organization
Greg Conderacci
PLS Personal Leadership Skills: Personality, Memory and NLP Jim Lindell
LEADACT Practical Leadership – Action Steps to Strengthen Leader Effectiveness Lin Kroeger
PRESENT PRESENT: Superior Executive Presence with Creative Confidence Courtney Feider
PEF Principles of Effective Feedback Leslie Kirsch
PCBE Professionalism, Civility and Business Etiquette Cathleen Hanson, Carol Haislip
SPKPRES Public Speaking: How to Speak with Presence Sarah Gershman
MINDB Reading Clients Minds and Understanding How They’re Reading Yours Robert Cooper
REINVU Reinvent Yourself – Create the Life You Want Jennifer Elder
RM Sharing Skills Between Generations Lin Kroeger
SITULEAD Situational Leadership Denise Borgoyn
SGS SMART Goal Setting: Setting Goals to Achieve and Contribute Lin Kroeger
SMARTER Smarter Decision-Making and Problem Solving for Leaders Jennifer Elder
SPSStrategic Problem Solving: How to Solve Tough Challenges the Mastermind Way
Susan Katz
30ROLES Strategic Roles for Finance Jennifer Elder
SBLEEWB Strengths Based Leadership – Elevate Engagement & Well-Being Donna Salter
PERSONAL DEVELOPMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
58 Each BLI course can be custom tailored for your organization.
BLBMStriking the Right Balance Between Leadership and Management – Adapting Your Behaviors to Succeed at Short and Long-Term Objectives
Jennifer Louis
CLUE Success Leaves Clues: Career Strategies for New Professionals Ronald Baker
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
TAP Tapping Into The Problem Solving Power of Your Team Susan Katz
FEEDBACK Thanks for the Feedback – Lessons in Giving and Receiving Feedback Rebekah Brown
CSUITE The C-Suite: 10 Powerful Tools for Getting There and Staying There! Jennifer Elder
OOPS The Ethics of OOPS! Slips, Mistakes, Failures and Your Future Greg Conderacci
ETHTECH The Ethics of Technology: How to Out-Smart Your Smart Phone Greg Conderacci
CASFTSK1 The Journey to Becoming a Cherished Advisor Amy Vetter
B3WLHRM1 The Path to Creating Work-Life Harmony Amy Vetter
POWRCONV The Power of Successful Conversations Sarah Gershman
UPSTRESS The Upside of Stress Rebekah Brown
VCONTR The Value-Added Controller Jennifer Elder
TMPL Time Management and Personal Leadership Steve McClatchy
TMTPL Time Management for Teams and People Leaders Denise Borgoyn
GENYLEAD Training Millennials/Gen Y for Leadership Jeannine K. Brown
TFEBP Transitioning from Financial Expert to Business Partner Jennifer Elder
NOTOYES Turn No to Yes: How to Innovate When Your Boss Says “No” Bill Sheridan
TNIBO Turning Networking into Business Opportunities Susan Katz
UUB Uncovering Unconscious Bias Rebekah Brown
LEARNNEW Using Personal Learning Networks to Learn New Skills Bill Sheridan
VISICAST Vision Casting: Creating a Vision Others Can Follow Jeannine K. Brown
EXTHWaking Up to Exponential Thinking: A Paradigm Shift for Change and Innovation
Jeff Nischwitz
CULTDISR What is the Cultural Role of a Disruptor? Lowell Wightman
WT-GIW Working Together – Four Generations in the Workplace Jennifer Elder
PERSONAL DEVELOPMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
59For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
WT-PSW Working Together – Four Personality Styles,in the Workplace Jennifer Elder
WPDM Workplace Decision Making Jeannine K. Brown
FUTURNOW You Thought it was the Future. It’s Now! Jason Blumer, Jody Padar
WORKFLOW You’ve Got to Move it, Move it! Workflow Un-conference Jody Padar
PERSONALITY STYLES
ANT-CHG Anticipate Change: Avoiding Ulcers in the New Abnormal World Karl Ahlrichs
PSPE Leadership: Personal Style and Personal Effectiveness Lin Kroeger
MBACOMM MBAexpress: Key Concepts of Powerful Communication Jennifer Elder, Peter Margaritis
MASM Mindfulness and the Art of Stress Management Ray Perry
PLS Personal Leadership Skills: Personality, Memory and NLP Jim Lindell
PERSPersonality Styles – Adjusting to Varying Personality Types for Improved Communication and Performance
Jennifer Louis
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
CCBCBD The Culture Choice: Building a Culture By Design Jeff Nischwitz
MBA1 The Eight Hour MBA Jennifer Elder, Peter Margaritis
STRGSUIT What’s Your Strong Suit: Improving Communications for Effective Results Chuck Gallagher
WT-BSR Working Together – Building Strategic Relationships Jennifer Elder
WT-GIW Working Together – Four Generations in the Workplace Jennifer Elder
WT-PSW Working Together – Four Personality Styles,in the Workplace Jennifer Elder
PERSONNEL/HR
FBAREER “First Break All the Rules”: Employee Engagement and Retention Denise Borgoyn
ANT-CHG Anticipate Change: Avoiding Ulcers in the New Abnormal World Karl Ahlrichs
ANT-ENG Anticipate Engagement: Motivating the Next Workforce Karl Ahlrichs
ANT-GRT Anticipate Greatness: Building a Productive, Resilient Workforce Karl Ahlrichs
ANT-INCL Anticipate Inclusion: Building a Sustainable Culture of Diversity Karl Ahlrichs
ANT-MAIN Anticipate the Future with Karl Ahlrichs Karl Ahlrichs
ANT-GEN Anticipate the Next Generation: A Different Take on the Generations Karl Ahlrichs
PERSONAL DEVELOPMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
60 Each BLI course can be custom tailored for your organization.
MECAApplying “Lean” Thinking to Making Employees Your Competitive Advantage
Karl Ahlrichs
BETHEDIF Be The Difference: Recognizing and Preventing Harassment in the Workplace Chuck Gallagher
BBWHBeyond the Buzzwords with Hiring: Apply “Lean” Processes and Fix the WayYour Organization Hires
Karl Ahlrichs
HIGHPCBuilding a High Performing Culture – Human Capital as a Competitive Advantage
Karl Ahlrichs
TITB CFO versus HR – Thinking Inside the Box Karl Ahlrichs
WWTALENT Creating the Future Ready Firm – How to Win the War on Talent Tom Hood
CKIV Creativity – The key to Increased Value Jim Lindell
DIEO Designing Inclusive and Equitable Organizations Siri Chilazi
DFS Developing Finance Superstars Samuel Dergel
HARETHIC Ethics and Harassment: Don’t Become the Next News Story Jennifer Elder
FIXTURN Finally Fixing Turnover and Employment Engagement Karl Ahlrichs
IRPHire the Lucky Ones – How to Improve Retention and Productivity by Selecting Fortunate Employees
Karl Ahlrichs
IDHT Identifying, Developing, and Hanging on to Talent Alan Patterson
IACM Interviewing to Avoid Costly Hiring Mistakes Jennifer Louis
MCHANGE Managing Change Karl Ahlrichs
MDPI Managing Diversity to Promote Inclusion Denise Borgoyn
MMG Managing Multiple Generations: Next Steps and New Surprises Karl Ahlrichs
MSCNGEN Managing the Shift Change: Next Gen Leaders – Your Key to Succession Tom Hood, Rebekah Brown
NEWNORM Next Steps in the New Normal World Karl Ahlrichs
OOMREP Out of Office – Managing Remote Employees for Productivity Karl Ahlrichs
ODEPC Overcoming Difficult Employee Performance Conversations Susan Katz
PLS Personal Leadership Skills: Personality, Memory and NLP Jim Lindell
POD-NGWF PODCAST: The Next-Gen WiFi – Karl Ahlrichs Peter Margaritis
PEF Principles of Effective Feedback Leslie Kirsch
HARASS-ERespect, Safety and Ethics – The Next Step in Harassment Avoidance – Executive Briefing
Jennifer Elder, Karl Ahlrichs
HARASSRespect, Safety and Ethics: the Next Step in Harassment Avoidance – Employee Training
Jennifer Elder, Karl Ahlrichs
PERSONNEL/HR, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
61For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
SILVERScary Thoughts and Silver Linings; What is Known and What is Probable for Today and Beyond
Karl Ahlrichs
PPHARASS Sexual Harassment – The Current Landscape and the Way Forward Jennifer Elder, Karl Ahlrichs
SEDRWGTC Solving Ethical Dilemmas – A Real World Guide to Thinking Critically Karl Ahlrichs
TALENTTalent Management – People as a Competitive Advantage in “Not Normal” Times
Karl Ahlrichs
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
ADAADAAA The American With Disabilities Act and ADAAA: A Primer Denise Borgoyn
HRROLES The Human Resources Role of Supervisors and Managers Denise Borgoyn
GRUMP The New Workforce – New Data, New Ideas, Aging Baby Boomers Karl Ahlrichs
SWWH The Power in Succession: Who, Why and How Jody Padar
TFNT Training for Non-Trainers Denise Borgoyn
WT-GIW Working Together – Four Generations in the Workplace Jennifer Elder
WT-PSW Working Together – Four Personality Styles,in the Workplace Jennifer Elder
PRESENTATION SKILLS
AWESOME Awesome Financial Presentations Jennifer Elder
BACKPACK Backpack to Briefcase: Essential Skills for Professional Growth Peter Margaritis
CAREER Career Management: What’s Next for You? Peter Margaritis
ECFR Effective Communications Frank Ryan
EPSSEP Enhancing Your Presentation Skills and Speaking with Executive Presence Julie Kirsch
FINSTORYFinancial Storytelling: The Key in Growing Your Organization to the Next Level
Peter Margaritis
SPEAK-W Get Out of the Casket and Up to the Podium Peter Margaritis
DPSI It’s All in the Presentation: Designing Presentations to Sell Ideas Effectively Lin Kroeger
MBACOMM MBAexpress: Key Concepts of Powerful Communication Jennifer Elder, Peter Margaritis
MBAPNFI MBAexpress: Presenting Numbers for Impact Jennifer Elder
IMPSPresentation Skills – Improving Your Skills to Communicate to Groups with Confidence
Jennifer Louis
MBP Presentation Skills: Message Based Presentations Lin Kroeger
POWPRE Producing Powerful Presentations: Performance and Profit Robert Cooper
PERSONNEL/HR, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
62 Each BLI course can be custom tailored for your organization.
SPKPRES Public Speaking: How to Speak with Presence Sarah Gershman
PSIE Special Delivery: Delivering Presentations to Sell Ideas Effectively Lin Kroeger
SPSC Successful Presentation Skills for the CPA Jim Lindell
SUCSPROJ Successful Project Approval Using a Business Case Jennifer Elder
NUMBTaking The Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity
Peter Margaritis
TELSTORY Telling the Story Behind the Numbers: What, So What, Now What Jennifer Elder
MBA1 The Eight Hour MBA Jennifer Elder, Peter Margaritis
SPEAK Tips and Techniques on Public Speaking and Presentation Skills Peter Margaritis
WOWEM Your Next Presentation? Wow ‘Em Chris Zervas
PROBLEM SOLVING
BOMB Bomb Proof Constructive Feedback for Leaders Chris Zervas
BGTGR Build Great Teams that Get Results Jeannine K. Brown
CPS Creative Problem Solving Lin Kroeger
FIX Finally Fixing Performance Management, Using New Tools Karl Ahlrichs
MIHD Make it Happen! A Disciplined Approach to Getting Things Done Jennifer Louis
UPSSSelling for CPAs: Using Your Problem-Solving Skills to Promote Profitable Business Growth
Greg Conderacci
SMARTER Smarter Decision-Making and Problem Solving for Leaders Jennifer Elder
SPSStrategic Problem Solving: How to Solve Tough Challenges the Mastermind Way
Susan Katz
TAP Tapping Into The Problem Solving Power of Your Team Susan Katz
CC The Communication Challenge: Disarming Difficult People Ray Perry
DYNTEAMS The Dynamics of Teams – Combining Strengths to Optimize Your Team Susan Rucker
WPDM Workplace Decision Making Jeannine K. Brown
PRESENTATION SKILLS, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
63For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
PROJECT MANAGEMENT
EI Emotional Intelligence and Personal Leadership Lin Kroeger
MIH Make it Happen! The Art of Discipline and Getting Things Done Karl Ahlrichs
MBAPERFO MBAexpress: Key Concepts of Performance Management Jennifer Elder, Peter Margaritis
MBAPM MBAexpress: Project Management Peter Margaritis
OTPM Project Management – Delivering Results On Time and Within Budget Ray Perry
PMIP Project Management: Get the Buy-In to Get Results Lin Kroeger
DFR Situational Delegation – Inspiring Accountability in Your Employees Ray Perry
SGS SMART Goal Setting: Setting Goals to Achieve and Contribute Lin Kroeger
SUCSPROJ Successful Project Approval Using a Business Case Jennifer Elder
COLLABOR Value of Collaboration – The Art of Relationship Management Peter Margaritis
PUBLIC SPEAKING
BACKPACK Backpack to Briefcase: Essential Skills for Professional Growth Peter Margaritis
SPEAK-W Get Out of the Casket and Up to the Podium Peter Margaritis
LEADDIFF Leadership from a Slightly Different Perspective Peter Margaritis
MBACOMM MBAexpress: Key Concepts of Powerful Communication Jennifer Elder, Peter Margaritis
MBP Presentation Skills: Message Based Presentations Lin Kroeger
PSPSFE Public Speaking and Presentation Skills for Everyone, Even Us Introverts Denise Borgoyn
SPSC Successful Presentation Skills for the CPA Jim Lindell
SPEAK Tips and Techniques on Public Speaking and Presentation Skills Peter Margaritis
TFNT Training for Non-Trainers Denise Borgoyn
REVENUE RECOGNITION
AABUFF A&A Buffet: Build Your Own Accounting and Auditing Course Jennifer Louis
PAAU A&A Update: Highlights of the Latest Accounting, and Auditing Issues Jennifer Louis
PAFRUAccounting & Financial Reporting Update: Highlights of the Latest Financial Statement Issues
Jennifer Louis
PROJECT MANAGEMENT
COURSE ID FORMAT COURSE NAME INSTRUCTOR
64 Each BLI course can be custom tailored for your organization.
PAAA Accounting and Auditing Current Developments (Accounting Update) Ray Thompson
AA6PACK Accounting Six Pack: You Get to Choose Ray Thompson
MONAccounting Standards Review for Controllers and Finance Professionals (Latest Edition)
Ray Thompson
MINISUM Dr. Ray’s Mini Summit for Accountants, Controllers and Finance Professionals Ray Thompson
TTRRLFIFASB’s Triple Threat: Practical Responses to the New Standards for Revenue Recognition, Leases and Financial Instruments
Ray Thompson
GASBLGASB 87: Implementing the New Lease Accounting Standard in Governmental Entities
Ray Thompson
PCGARFImplementing FASB’s Revenue and Leasing Standards in Private Companies: GAAP Versus Alternate Reporting Frameworks
Ray Thompson
REVREC2 New Revenue Recognition Standard – What You Need To Know! Salvatore Collemi
IAAU Practical Annual Accounting Updates for Industry Jennifer Louis
REVRECOG Revenue Recognition – Getting Ready for the New Standard (Topic 66) Thomas Selling
REVRRevenue Recognition,Before and After New US GAAP: Case Studies of the Impact of Applying Changes in Accounting and Financial Reporting
Jennifer Louis
REVLEASE Revenue Recognition: Practical Approaches to Implementation Ray Thompson
RISK MANAGEMENT
ARBBS Audit Risk – Beyond the Balance Sheet Robert Tarola
BPLAN-3 Business Planning: A Managerial Accounting,Approach – Advanced Level Michael Kraten
CYBERCPA Cybersecurity & Privacy: Regulatory and Reporting Issues for CPAs Ray Thompson
ERMAF Enterprise Risk Management – Accountability Framework Robert Tarola
ERMF Enterprise Risk Management and Forecasting Frank Ryan
RMF Enterprise Risk Management and Forecasting – Best Practices Jennifer Elder
NRISK-3 Enterprise Risk Management: A Pragmatic Approach – Advanced Level Michael Kraten
NRISK-1 Enterprise Risk Management: A Pragmatic Approach – Basic Level Michael Kraten
NRISK-2 Enterprise Risk Management: A Pragmatic Approach – Intermediate Level Michael Kraten
EGBPEssential Governance – Best Practices for Overseeing Enterprise-Wide Risk Management
Jennifer Louis
ESOP Essential Strategic CFO and Controller Skills Frank Ryan
CS-PART2 Financial Professional Series: Internal Factors Impacting Business Frank Ryan, Matt Ryan
CS-GCCCP Good Customer Criteria and the Credit Process Frank Ryan, Matt Ryan
REVENUE RECOGNITION, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
65For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
IFCS Insights From The C-Suite Robert Tarola
INTREPB Integrated Reporting & Sustainability – Concepts and Practices (Basic) Michael Kraten
INTREPAIntegrated Reporting & Sustainability – Developing an Organizational Function (Advanced)
Michael Kraten
INTREPIIntegrated Reporting & Sustainability, Public Reporting and Assurance (Intermediate)
Michael Kraten
CICCInternal Controls – Critical Concepts for Managing Financial Reporting and Other Risks
Jennifer Louis
MBASTRAT MBAexpress: Key Concepts of Business Strategy Jennifer Elder, Peter Margaritis
MBARM MBAexpress: Risk Management Jennifer Elder
RMDRP Risk Management – Disaster Recovery Planning Jennifer Elder
TCWCFO The Characteristics of World Class Financial Organizations Michael Kraten
SOFTWARE — EXCEL
AEUMVBA Automation In Excel: Using Macros Without Understanding Code (VBA) Donald Tomoff
CETBBA Custom Excel Training: Basic to Beginner Advanced Donald Tomoff
EYPSJSC Excel – Young Professionals: Skills to Jump Start Your Career Donald Tomoff
EXCELA-L Excel Advanced Features, Functions, Pivot Tables and the Macro Recorder Judy Borsher
EXCELADV Excel Advanced Productivity Features Judy Borsher
EXCLBOOT Excel Boot Camp for CPAs Judy Borsher
EXCELHOT Excel Hot Topics and Best Practices for CPAs Judy Borsher
EXCELINT Excel Intermediate Productivity Features Judy Borsher
EXCLPTExcel Pivot Tables in-depth, PowerPivot, and Data Analysis Functions and Tips
Judy Borsher
EXCELM-L Excel Power User: Macro Programming using Visual Basic for Applications Judy Borsher
EP5TTBTPExcel Productivity: 5 Excel Tips and Techniques to Massively Boost Team Productivity
Donald Tomoff
EXCEL-L Excel Refresher and Update Judy Borsher
BGRAPHICPowerPoint & Excel Data Visualization Create Dynamic Financial Presentations, Charts, Graphs and Diagrams
Judy Borsher
SOFTWARE — WINDOWS
EXCELFNE Microsoft Office 2016: Focus on New Features with emphasis on Excel 2016 Judy Borsher
MS365 Microsoft Office 365 – Productivity Features Update for CPAs Judy Borsher
RISK MANAGEMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
66 Each BLI course can be custom tailored for your organization.
ONENOTE Microsoft OneNote Digital Note-Taking Note-Taking and Collaboration Judy Borsher
OUTLK-L Microsoft Outlook Best Practices for CPAs Judy Borsher
WIN10 Microsoft Windows 10: Transition from Windows 7 Judy Borsher
WORD-L Word Productivity Features and Time-Saving Tips for Business Documents Judy Borsher
STRATEGIC / BUSINESS PLANNING
COMPETEN A Crisis of Competency Bill Sheridan
ITBUDGET A Systematic Approach to IT Budgeting Donny Shimamoto
AUECS Annual Update of Essential Controller Skills Frank Ryan
AWTYWN Are We There Yet? Why Not? Kimberly Ellison-Taylor
ABSR Avoiding Bankruptcy – Surviving the Recession (A case study approach) Frank Ryan
BCASSNHCBecoming a Cherished Advisor® The Soft Skills Needed to Help Companies Succeed and Thrive
Amy Vetter
BACKCAST Better Forecasting Using Backcasting Jennifer Elder
BLOG101 Blog 101: First Steps to Stardom Bill Sheridan
BRANDYOUBrand You: How to Be a Leader and Boost Your Career – With a Little Help From Social Media
Bill Sheridan
BEEFT Building an Effective and Efficient Finance Team Samuel Dergel
BULO Business Longevity Jim Lindell
BUSMODEL Business Model Competition & Disruptive Innovation Rita McGrath
BPLAN-3 Business Planning: A Managerial Accounting,Approach – Advanced Level Michael Kraten
BPLAN-3 Business Planning: A Managerial Accounting,Approach – Advanced Level Michael Kraten
BPLAN-1 Business Planning: A Managerial Accounting,Approach – Basic Level Michael Kraten
BPLAN-2 Business Planning: A Managerial Accounting,Approach – Intermediate Level Michael Kraten
CSM CPAs and Social Media: Passing Fad or Valuable Tool? Tom Hood, Bill Sheridan
CKIV Creativity – The key to Increased Value Jim Lindell
CTFF Critical Thinking For Finance Jennifer Elder
DDPLAN Discovery Driven Planning Rita McGrath
ERMAF Enterprise Risk Management – Accountability Framework Robert Tarola
SOFTWARE — WINDOWS, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
67For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
ERMF Enterprise Risk Management and Forecasting Frank Ryan
NRISK-3 Enterprise Risk Management: A Pragmatic Approach – Advanced Level Michael Kraten
NRISK-1 Enterprise Risk Management: A Pragmatic Approach – Basic Level Michael Kraten
NRISK-2 Enterprise Risk Management: A Pragmatic Approach – Intermediate Level Michael Kraten
ESSFE Essential Strategic Skills for the Financial Executive Frank Ryan
EPRES Executive Presence: An Experiential Approach to Networking & Negotiation Michael Kraten
WHO Finding Your Way Through Career Transitions Greg Conderacci
FCTC From Compliance to Consulting,Workshop Ed Kless
BROADENFrom Technical Expert to Financial Leader: How to Manage and Broaden Your Career
Alan Patterson
GCBU Getting Comfortable with Being Uncomfortable Kimberly Ellison-Taylor
DARWIN Going Darwin: Why Self-Evolution is the Key to Future Success Bill Sheridan
CS-GATB Governance and the Board Frank Ryan, Matt Ryan
VALUPRIC Implementing Value Pricing in Your Firm Ronald Baker
IFCS Insights From The C-Suite Robert Tarola
LTMLearning that Matters Collabinar (web-based collaborative action — learning experience)
Bob Dean
COMPLEX Learning to Live with Complexity & Positive Disengagement Rita McGrath
MBAEXP MBAexpress – 30 Module Bundle Jennifer Elder, Peter Margaritis
MBABS MBAexpress: Balanced Scorecard Peter Margaritis
MBABBS MBAexpress: Business Benefits of Sustainability Jennifer Elder
MBAFDR MBAexpress: Faster Disaster Recovery Peter Margaritis
MBAVALUE MBAexpress: Key Concepts of Adding Value Jennifer Elder, Peter Margaritis
MBASTRAT MBAexpress: Key Concepts of Business Strategy Jennifer Elder, Peter Margaritis
MWMTC Measure What Matters to Customers: Using Key Predictive Indicators Ronald Baker
MATTT Mergers & Acquisition Tricks, Traps and Terrors Jim Lindell
MUVCMoving Up the Value Chain: Best Practices for Taking your Firm to the Next Level
Jennifer Warawa
OBMIMTSN Open Book Management: It’s More Than Sharing Numbers Christopher McKittrick
STRATEGIC / BUSINESS PLANNING, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
68 Each BLI course can be custom tailored for your organization.
POD-FT PODCAST: Forward Thinking – Tom Hood Peter Margaritis
WINPLAN Preparing a Winning Business Plan Jennifer Elder
POPI Pricing on Purpose (for Industry) Ronald Baker
LINK101 Private: LinkedIn 101: The Basics and Beyond Bill Sheridan
PYOB Providing Your Own Bailout Frank Ryan
RNFPB Running a Not for Profit Like a Business Jim Lindell
CASESM Social Media: From Skeptic to Stardom Bill Sheridan
SPRETRET Sole Proprietor’s Retreat Ronald Baker
30ROLES Strategic Roles for Finance Jennifer Elder
BLBMStriking the Right Balance Between Leadership and Management – Adapting Your Behaviors to Succeed at Short and Long-Term Objectives
Jennifer Louis
SUCSPROJ Successful Project Approval Using a Business Case Jennifer Elder
TRIPLE Sustainability: Using the “Triple Bottom Line” to Increase Your Success Jennifer Elder
HATAI-1Taking a Human Approach to AI: Your Role in Being the Catalyst for Transformation
Tom Hood, Jennifer Warawa
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
WAVES The #FutureReady Accountant: Moving From Compliance to Reliance Bill Sheridan
TCWCFO The Characteristics of World Class Financial Organizations Michael Kraten
MBA1 The Eight Hour MBA Jennifer Elder, Peter Margaritis
TFIN The Future is Now Kimberly Ellison-Taylor
CASFTSK1 The Journey to Becoming a Cherished Advisor Amy Vetter
CAFFNG1The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning
Amy Vetter
THRIVE Thriving in Chaos: How to Lead and Collaborate in a VUCA World Bill Sheridan
EU To All the Economists I’ve Loved Before Anirban Basu
BRANDID Who Are You? Creating and Marketing a Brand Identity for Yourself Greg Conderacci
WHAT Why You? Positioning Yourself Ahead of the Pack Greg Conderacci
WRKSMART Working Smarter: Adding to Your Personal and Professional Bottom-line Jennifer Elder
STRATEGIC / BUSINESS PLANNING, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
69For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
STRATEGIC & CRITICAL THINKING
MABC Accounting, Tax and Business Considerations of M&A Transactions Art Flach
EATSTRAT Becoming a Strategic Firm Jason Blumer
BOI Blue Ocean Innovation: Market-Taker to Market-Maker Don McDaniel
BULO Business Longevity Jim Lindell
TITB CFO versus HR – Thinking Inside the Box Karl Ahlrichs
CRTVLTN CREATIVOLUTION: Practical Creativity for a Rapidly Changing Future Courtney Feider
CTFAF Critical Thinking for Accounting and Finance Karl Ahlrichs
CTTACritical Traits of a Thinking Auditor Tips for Stretching Yourself Beyond the Basics
Jennifer Louis
STEUSDiversity, Ethics and High Performing Cultures – Using Ethics as a lever to build a Culture of Diversity and Inclusion
Karl Ahlrichs
FCNPDDRG Fingers crossed is Not a Path to Double Digit Revenue Growth Kimberly Ellison-Taylor
BROADENFrom Technical Expert to Financial Leader: How to Manage and Broaden Your Career
Alan Patterson
BROADENFrom Technical Expert to Financial Leader: How to Manage and Broaden Your Career
Alan Patterson
ANTCPAGet Ready for the Fast Future – The Anticipatory CPA, Accounting and Finance Professional
Tom Hood
ANTCPAWS Get Ready for the Fast Future and Future Trends Workshop Tom Hood, Rebekah Brown
LEAF Getting Things Done – Engaging People to Execute Effectively Lin Kroeger
GOALTRUE Goals Come True: Visualizing and Executing Your Goals Using Vision Boards Jeannine K. Brown
GTOGGreat to Good: Using the Lessons of Good to Great AND How the Mighty Fall
Greg Conderacci
IDEAGUTS Have the Idea and Have the Guts Jody Padar
HBFSKWN How to Be a Future Scout and See Around Corners and Know What’s Next Tom Hood, Rebekah Brown
7DISRUPTHow to Beat the 7 Disruptors of Work in Industry 4.0 – A Playbook for Next Gen Leaders
Tom Hood, Rebekah Brown
HMFEPSBHow to Move from a Financial Expert to a Partner and Strategist to the Business
Alan Patterson
I2A I2A: Strategic Thinking that takes Insights to Action Tom Hood
REINVENT It May Be Time to Reinvent Your Firm Peter Margaritis
LEADACAD Leadership Academy Tom Hood, Rebekah Brown
STRATEGIC & CRITICAL THINKING
COURSE ID FORMAT COURSE NAME INSTRUCTOR
70 Each BLI course can be custom tailored for your organization.
LEADMIDD Leading from the Middle Kimberly Ellison-Taylor
MAGYV MacGyvering: The Art of Being Resourceful in a Crisis Greg Conderacci
MIHD Make it Happen! A Disciplined Approach to Getting Things Done Jennifer Louis
CRISIS NO Coin Flips Allowed: Decision-Making in Crisis Greg Conderacci
PESMCPJ4Productivity Enablement: Simplifying the Most Challenging Parts of your Job and Becoming Future-Ready
Tom Hood, Mike Sabbatis
PSFEProfessional Skepticism – Case Studies in Identifying Material Fraud and Error
Jennifer Louis
RNFPB Running a Not for Profit Like a Business Jim Lindell
SMARTER Smarter Decision-Making and Problem Solving for Leaders Jennifer Elder
SEDRWGTC Solving Ethical Dilemmas – A Real World Guide to Thinking Critically Karl Ahlrichs
OCTOPUS Taming the Octopus Called Change Jennifer Elder
I2AFACILTap the Wisdom of the Group: Facilitation Techniques for Getting from Insights to Action with Ease
Tom Hood
10XLDR The #FutureReady Leader – Leading with Strategic Foresight Tom Hood
PSBLIAO The Anticipatory Organization: Accounting and Finance,Edition Daniel Burrus
BBBYSR The Best Business Books Ever Written Ronald Baker
BOFI The Business of the Future Rebekah Brown, Donna Salter
TCAMRC The Competent Accountant – Mastering the Role of the Controller/CFO Jim Lindell
ENDCOMP The End of Competitive Advantage Rita McGrath
DICMThe Finance & Accounting Organization as Partner and Strategist to the Business
Alan Patterson
TFABWCOO The Future of Accounting: Big Waves of Change and Oceans of Opportunity Tom Hood
FRFAPWFFThe Future-Ready Finance & Accounting Professional – Welcome to the Fast Future!
Tom Hood
SCACHPF The Shift Change in Accounting – Creating the High Performance Firm Tom Hood, Rebekah Brown
VISICAST Vision Casting: Creating a Vision Others Can Follow Jeannine K. Brown
EXTHWaking Up to Exponential Thinking: A Paradigm Shift for Change and Innovation
Jeff Nischwitz
INVENT What Next? Inventing a New Niche for Yourself Greg Conderacci
WDDEC When Debits Don’t Equal Credits (for Professionals and Industry) Ronald Baker
WSSNO Why Standing Still is Not an Option Kimberly Ellison-Taylor
STRATEGIC & CRITICAL THINKING, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
71For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
WSNBSA Will SkyNet Become Self Aware? Kimberly Ellison-Taylor
FUTURNOW You Thought it was the Future. It’s Now! Jason Blumer, Jody Padar
SUSTAINABILITY
MBABPI MBAexpress: Business Process Improvement Jennifer Elder
MBAPERFO MBAexpress: Key Concepts of Performance Management Jennifer Elder, Peter Margaritis
TRIPLE Sustainability: Using the “Triple Bottom Line” to Increase Your Success Jennifer Elder
TAX
MABC Accounting, Tax and Business Considerations of M&A Transactions Art Flach
CANSTATECannabis Comes to [X State]: Legal, Regulatory and Compliance Considerations
Emily Burns
CANNBLA Cannabis Law Primer: CPA, Accounting and Finance Edition Emily Burns
ETCS-1 Ethics: Tax Cases Matt Ryan
FORM990 In-Depth Review of IRS Forms 990/990T Tony Cuozzo
MARIJ101 Marijuanomics 101: The Economics of Legalization Emily Burns
TCCR Tax Talk - Crowd-Source Research Jody Padar
TEAM BUILDING
HOW-MAIN A How-To Guide for Your Leadership Development Alan Patterson
ASTRE Achieving Success Through Relationship Excellence Samuel Dergel
BACKPACK Backpack to Briefcase: Essential Skills for Professional Growth Peter Margaritis
BGTGR Build Great Teams that Get Results Jeannine K. Brown
BCOABuilding a Culture of Accountability: A New Model for Leadership & Execution
Jeff Nischwitz
BEEFT Building an Effective and Efficient Finance Team Samuel Dergel
COMEDY Building Stronger Teams by Using Improvisational Comedy Peter Margaritis
DFS Developing Finance Superstars Samuel Dergel
DFFL8 Developing Future Female Leaders Julie Kirsch
ETP Elevating Team Performance Alan Patterson
EMPO Engaging and Empowering Your Team Jeff Nischwitz
STRATEGIC & CRITICAL THINKING, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
72 Each BLI course can be custom tailored for your organization.
LCDWT How to Lead, Coach, and Develop a Winning Team Alan Patterson
IMPROV Leadership Improv – Why “Fake It Until You Make It” Works Greg Conderacci
LFMO Leadership in Fast-Moving Organizations Lin Kroeger
LMPN Leadership: Motivation – The Power of Needs, Styles and Ownership Lin Kroeger
LEADVUCA Leading and Collaborating in a VUCA World Tom Hood
LMTB-4 Leading, Mentoring and Team Building Frank Ryan
MBALEAD MBAexpress: Key Concepts of Leadership Strategy Jennifer Elder, Peter Margaritis
MBATHPT MBAexpress: Teamwork & High Performance Teams Peter Margaritis
DPWCIY Positive Work Culture: Developing the iY Generation Lowell Wightman
DFR Situational Delegation – Inspiring Accountability in Your Employees Ray Perry
ELD-SLG6 Successfully Leading 5.5 Generations Jennifer Elder
TMBGG Talent Management: Bridging the Generation Gap (Keynote) Tom Hood
TBEL Team Development – Secrets Behind Building an Award-Winning Team Ray Perry
TLLC Team Leadership & Leading Change Steve McClatchy
FOWHDWM The Future Of Work Is Here, Now How Do We Manage it? Rebekah Brown
B3WLHRM1 The Path to Creating Work-Life Harmony Amy Vetter
B3POWN1 The Power of Women’s Networks Amy Vetter
RAINMKRUnleashing Rainmakers: Developing a Business Development, Culture in Your Business
Jeff Nischwitz
HWCCI Using Healthy Workplace Conflict to Create Innovation Jeannine K. Brown
COLLABOR Value of Collaboration – The Art of Relationship Management Peter Margaritis
WHATNOW What NOW, Coach? Leading When You Don’t Know What to Do Next Greg Conderacci
TIME MANAGEMENT
AYHP Achieving Your Highest Priorities Donna Salter
DAWDA Do It All Without Doing it All Jody Padar
GRWDFTM Get the Right Work Done (in less time): The Future of Time Management Jennifer Elder
ENERGY High Performance Time Management: Boosting Your Personal Energy Greg Conderacci
TEAM BUILDING, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
73For detailed information go to BLIonline.org or call 888-481-3500.KEY: SEMINAR | WEBCAST | ON-DEMAND
PLANMEET How To Plan And Lead Effective, Productive Meetings Susan Katz
DEHLL Let Go and Lead Bill Sheridan
TMIP Managing Multiple Priorities – The Discipline of Getting Things Done Ray Perry
MASM Mindfulness and the Art of Stress Management Ray Perry
OTPM Project Management – Delivering Results On Time and Within Budget Ray Perry
SLAY Slaying the Energy Vampires – And Boosting Your Performance Greg Conderacci
TMGMD Successful Time Management – Getting the Most out of your Day! Jim Lindell
ETHTECH The Ethics of Technology: How to Out-Smart Your Smart Phone Greg Conderacci
B3WLHRM1 The Path to Creating Work-Life Harmony Amy Vetter
B3POWN1 The Power of Women’s Networks Amy Vetter
TMPL Time Management and Personal Leadership Steve McClatchy
TMTPL Time Management for Teams and People Leaders Denise Borgoyn
CLOUD Work from the Beach if you’re in the Cloud (Also available as a 1-hr Webcast) Jody Padar
TRUST
COT8 Champions of Trust Greg Conderacci
FCCFO From Financial Expert to Strategic Business Leader: Leader Evolution
CNCCHow to Build a Culture of Engagement that Maximizes Trust, Accountability, and Performance
Alan Patterson
BTRC Interpersonal Leadership – Building Trust and Resolving Conflict Steve McClatchy
TTTLEAD The Three Ts of Leadership: Truth, Trust and Transparency Donna Salter
BDCAMP Turning Trust into Value: Business Development Boot Camp Greg Conderacci
UNCONSCIOUS BIAS
AWTYWN Are We There Yet? Why Not? Kimberly Ellison-Taylor
DIEO Designing Inclusive and Equitable Organizations Siri Chilazi
GCBU Getting Comfortable with Being Uncomfortable Kimberly Ellison-Taylor
MUB Mitigating Unconscious Bias Siri Chilazi
TIME MANAGEMENT, CONTINUED
COURSE ID FORMAT COURSE NAME INSTRUCTOR
74 Each BLI course can be custom tailored for your organization.
WELLNESS
WELLBEING Achievement as a Pathway to Well-Being Donna Salter
CREATLIV Creative Living Donna Salter
DCTIPDLDDisconnect to Connect: Tap Into the Power Within You to Design the Life You Desire
Amy Vetter
MINDLIVE Mindful Living Jeannine K. Brown
TMGMD Successful Time Management – Getting the Most out of your Day! Jim Lindell
WOMEN’S ISSUES
AWTYWN Are We There Yet? Why Not? Kimberly Ellison-Taylor
DFFL8 Developing Future Female Leaders Julie Kirsch
B3POWN1 The Power of Women’s Networks Amy Vetter
XBRL
ADS Audit Data Standardization: Is Interoperable Audit Evidence on the Horizon Eric Cohen
YELLOW BOOK
YBOUTLINE Yellowbook: A Full Outline and Insights Tricia Griffis
RBASAAuditing in Compliance with Yellow Book and Single Audit - How to Get a Better Return by Avoiding the Most Misapplied Audit Concepts
Jennifer Louis
YB4 Yellow Book in 4 Hours - Complying with the Latest Requirements Jennifer Louis
YBSA Yellow Book and Single Audit - Complying with Current Requirements Jennifer Louis
WELLNESS
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Course Catalog can be customized for your organization and brought on-site to your office.
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