Course Listing by Topic 2021
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2021
Course Listing
by Topic
To get started with meeting your training needs
Call 888.481.3500 or email learn@blionline.org
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.
BUSINESS LEARNING INSTITUTE
COURSE TOPICS
Accounting Consulting Financial Knowledge for Personnel/HR
Non–Accountants Presentation Skills
Anticipatory Skills Controllership
Financial Management Problem Solving
Artificial Intelligence Corporate Finance
Financial Reporting Project Management
Audit COSO
Forecasting Public Speaking
Big Data Cost / Managerial Accounting
Fraud Revenue Recognition
Blockchain Creative Thinking
Generational issues Risk Management
Business Development Culture
Governance Software – Excel
Business Law Customer Service
Health Care Software – Windows
Business Management Cybersecurity
IFRS Strategic / Business Planning
Business Valuation Data Analytics
Information Technology Strategic & Critical Thinking
Business Writing Delegation
Internal Control Sustainability
Cannabis Accounting Diversity and Inclusion
Leadership Tax
Career Economics
Lean Accounting Team Building
Cash Flow Emotional Intelligence
Management Time Management
Cash Management Ethics – Behavioral
Marketing Trust
Change Management Ethics – Regulatory
Meetings Unconscious Bias
Client Advisory Services Etiquette
Negotiation Wellness
Coaching & Counseling Facilitation
Performance Management Women’s Issues
Collaboration Finance
Personal Development XBRL
Communication Skills/ Financial Analysis
Communication Personality Styles Yellow Book
Conflict Management
KEY
Available Formats
SEMINAR | WEBCAST | ON-DEMANDCOURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
ACCOUNTING
A Practical Guide to Business Combination Standards: Coming to Terms with
BUSCOMB Ray Thompson
FASB Statements 141,142 &146 (ASC 805)
AABUFF A&A Buffet: Build Your Own Accounting and Auditing Course Jennifer Louis
A&A Executive Summary Update – Highlights of the Most Critical Current
THAA Jennifer Louis
Issues and Changes
RIGP A&A Update for Small-or Mid-Size Private Companies Jennifer Louis
A&A Update for Nonprofits: Practical Insights into the Latest Accounting, and
PAANFP Jennifer Louis
Auditing Issues Relevant to Nonprofit Entities
PAAU A&A Update: Highlights of the Latest Accounting, and Auditing Issues Jennifer Louis
ABCs of Blockchain – Beyond the Hype; the Basics of What Business Needs to
BC-ABCS Sean Stein Smith
Know
Accounting & Financial Reporting Update: Highlights of the Latest Financial
PAFRU Jennifer Louis
Statement Issues
PAAA Accounting and Auditing Current Developments (Accounting Update) Ray Thompson
Accounting and Financial Reporting Update for Nonprofits: Practical Insights in
PAFRNP Jennifer Louis
Current Financial Statement Issues Relevant to NP Entities
Accounting Considerations for Mergers and Acquisitions, Including Business
ACM Thomas Selling
Combinations
EQUI Accounting for Equity Investments Jennifer Louis
AIOPS Accounting for International Operations Thomas Selling
AA6PACK Accounting Six Pack: You Get to Choose Ray Thompson
Accounting Standards Review for Controllers and Finance Professionals
SUN Ray Thompson
(Latest Edition)
MABC Accounting, Tax and Business Considerations of M&A Transactions Art Flach
ABCCDM Activity Based Costing for Critical Decision Making Frank Ryan
AICPA Financial Reporting Framework for SMEs and Special Purpose
FRFSME Salvatore Collemi
Framework
Analytical Procedures – The Most Common Analytics Used to Interpret
MCAP Jennifer Louis
Financial Statement Results
AUECS Annual Update of Essential Controller Skills Frank Ryan
AUCC Annual Update of Essential Information for Controllers and CFO’s Frank Ryan
Big GAAP, Little GAAP and AICPA’s Framework for SMEs Compared What
BLO Ray Thompson
Direction Should we take w/ Financial Reporting
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
Cannabis Comes to [X State]: Legal, Regulatory and Compliance
CANSTATE Emily Burns
Considerations
4 Each BLI course can be custom tailored for your organization.COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
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
Color Accounting: Communicating with Clients – So that’s what they’re not
CA-CWC Rebekah Brown, Peter Margaritis
getting!
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
FASB’s Triple Threat: Practical Responses to the New Standards for Revenue
TTRRLFI Ray Thompson
Recognition, Leases and Financial Instruments
FSDC Financial Statement Disclosures Common to Private Entities Jennifer Louis
GASB 87: Implementing the New Lease Accounting Standard in Governmental
GASBL Ray Thompson
Entities
Going Concern Disclosure Requirements Evaluating the Impact on Preparing
RGCD Jennifer Louis
Financial Statements, Compilations, Reviews and Audits
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
Implementing FASB’s Revenue and Leasing Standards in Private Companies:
PCGARF Ray Thompson
GAAP Versus Alternate Reporting Frameworks
Implementing SSARS 21: Preparation, Compilation, Review & the Cash and Tax
CRO Ray Thompson
Basis of Accounting (Latest Edition)
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
Leases Before and After New U.S. GAAP: Case Studies of the Impact of
LBAGAAP Jennifer Louis
Applying Changes in Lease Accounting and Financial Reporting
KEY: SEMINAR | WEBCAST | ON-DEMAND For detailed information go to BLIonline.org or call 888-481-3500. 5COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
ACCOUNTING, CONTINUED
UGFG-202 Let’s Build an Indirect Rate for Nonprofits with Federal Awards Paul Calabrese
Long-Term Debt – Case Studies in Issues Impacting Classification, Disclosure
LTDT Jennifer Louis
and Debt Covenant Compliance
MFINIA Macroeconomic Factors Influencing the New Industry Accountant Frank Ryan
MARIJ101 Marijuanomics 101: The Economics of Legalization Emily Burns
Methods Used in Projecting Indirect Rates for Proposals & DCAA Forward
GC-IDR02 Paul Calabrese
Pricing (Part 2)
Navigating the Uniform Guidance – The New Rules for Federal Grants
UGFG-102 Paul Calabrese
Management
Navigating the Uniform Guidance (2 CFR 200) – The New Rules for Federal
UGFG-101 Paul Calabrese
Grants Management
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
Private Company U.S. GAAP Alternatives – When and Why Should Companies
PCGP Jennifer Louis
Adopt Available Simplifications
PIU Professional Issues Update Tom Hood
REVRECOG Revenue Recognition – Getting Ready for the New Standard (Topic 66) Thomas Selling
Revenue Recognition,Before and After New US GAAP: Case Studies of the
REVR Jennifer Louis
Impact of Applying Changes in Accounting and Financial Reporting
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
Third Party Verification (Comfort) Requests – What are Options for
TPVR Jennifer Louis
Responding and How to Determine Which Professionals Standards Apply
6 Each BLI course can be custom tailored for your organization.COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
ACCOUNTING, CONTINUED
CS-UMG Uncertainty and Managing Growth Frank Ryan, Matt Ryan
GC-IDR05 Understanding the Cost Accounting,Standards (Part 5) Paul Calabrese
Understanding the FAR Subpart 31.2 Cost Principles that Impact Your Indirect
GC-IDR04 Paul Calabrese
Rates (Part 4)
VARAA Various Accounting/Auditing – Selectives Gary Bulmash
What Happens When Government Shuts Down: Impact on Federal Employees,
ADA-100 Paul Calabrese
Grantees & Government Contractors
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
Get Ready for the Fast Future – The Anticipatory CPA, Accounting and Finance
ANTCPA Tom Hood
Professional
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
How to Beat the 7 Disruptors of Work in Industry 4.0 – A Playbook for Next
7DISRUPT Tom Hood, Rebekah Brown
Gen Leaders
LEADACAD Leadership Academy Tom Hood, Rebekah Brown
POD-FT PODCAST: Forward Thinking – Tom Hood Peter Margaritis
Productivity Enablement: Simplifying the Most Challenging Parts of your Job
PESMCPJ1 Tom Hood, Mike Sabbatis
and Becoming Future-Ready
Taking a Human Approach to AI: Your Role in Being the Catalyst for
HATAI-1 Tom Hood, Jennifer Warawa
Transformation
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
The Future-Ready Finance & Accounting Professional – Welcome to the Fast
FRFAPWFF Tom Hood
Future!
The Journey to Becoming a Cherished Advisor: Technology, the Process and
CATPPM1 Amy Vetter
Practice Management
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
KEY: SEMINAR | WEBCAST | ON-DEMAND For detailed information go to BLIonline.org or call 888-481-3500. 7COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
ARTIFICI AL INTELLIGENCE, CONTINUED
FATTFN Futuristic Audit Trends: The Future is Now Amy Vetter
How to Beat the 7 Disruptors of Work in Industry 4.0 – A Playbook for Next
7DISRUPT Tom Hood, Rebekah Brown
Gen Leaders
HTACD How to Thrive in the Age of Creative Destruction – Big Data, AI, Blockchain Leon Katsnelson
Taking a Human Approach to AI: Your Role in Being the Catalyst for
HATAI-1 Tom Hood, Jennifer Warawa
Transformation
TECHTREN Tech Trends for Accountants: What To Know and What You Can Do About It Donald Tomoff
The Journey to Becoming a Cherished Advisor: Technology, the Process and
CATPPM1 Amy Vetter
Practice Management
The Journey to Becoming a Cherished Advisor: Utilizing AI to Create
CAAIML1 Amy Vetter
Opportunities for Long-Lasting Client Relationships
AUDIT
A Practical Guide to Business Combination Standards: Coming to Terms with
BUSCOMB Ray Thompson
FASB Statements 141,142 &146 (ASC 805)
AABUFF A&A Buffet: Build Your Own Accounting and Auditing Course Jennifer Louis
A&A Executive Summary Update – Highlights of the Most Critical Current
THAA Jennifer Louis
Issues and Changes
A&A Update for Nonprofits: Practical Insights into the Latest Accounting, and
PAANFP Jennifer Louis
Auditing Issues Relevant to Nonprofit Entities
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
Analytical Procedures – Case Studies in Strengthening Analytic Financial
LAPA Jennifer Louis
Statement Audit Evidence
AUCC Annual Update of Essential Information for Controllers and CFO’s Frank Ryan
ADRED Assessing and Documenting the Reliability of Electronic Data Leslie Kirsch
Audit & Attest Quality Matters that Should be on Your Radar: Avoiding Common
AQMA Jennifer Louis
Deficiencies in SAS, SSARS and SSAE Engagements
Audit and Attest Update: Highlights of the Latest Issues Related to Audit, and
PAATU Jennifer Louis
Other Attest Services
ADS Audit Data Standardization: Is Interoperable Audit Evidence on the Horizon Eric Cohen
AUDITCOM Audit,Communications: Interviewing and Writing Leslie Kirsch
Auditing 401K Plans: New Developments and Critical Issues for an Effective
AEBP Jennifer Louis
and Efficient Audit
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
8 Each BLI course can be custom tailored for your organization.COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
AUDIT, CONTINUED
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
Auditing Bits in Bytes Session 7: Identifying, Evaluating and
ABB7 Jennifer Louis
Communicating Internal Control,Deficiencies
Auditing Bits in Bytes Session 8: Engagement Wrap-up and
ABB8 Jennifer Louis
Quality Control Considerations
ABB-MAIN Auditing Bits in Bytes: Eight-Part Series Jennifer Louis
Auditing Financial Statements – How to Get a Better Return by Avoiding the
RBAFS Jennifer Louis
Most Misapplied Risk-Based Audit Concepts
Auditing Financial Statements – The Four Basic Food Groups That Satisfy Your
FBFG Jennifer Louis
Audit Risk Appetite
Auditing in Compliance with Yellow Book and Single Audit – How to Get a
RBASA Jennifer Louis
Better Return by Avoiding the Most Misapplied Audit Concepts
Avoiding Peer Review Deficiencies and Legal Liability in Both Audit and
ADNAS Jennifer Louis
NonAudit Services, Including Bookkeeping & Preparing Financial Statements
Blockchain, Cryptocurrencies and Fraud Risk – What Auditors and Accountants
BC-CRYPT Sean Stein Smith
Need to Know
CTBA Cash and Tax Basis Accounting: A Practical Guide Ray Thompson
Conducting and Documenting IT Assessments in the Course of a
AUDITIT Leslie Kirsch
Financial Audit
Critical Traits of a Thinking Auditor Tips for Stretching Yourself
CTTA Jennifer Louis
Beyond the Basics
Essential Governance – Best Practices for Overseeing
EGBP Jennifer Louis
Enterprise-Wide Risk Management
Evaluating Evidence, Elements of a Finding and
EEEFDR Leslie Kirsch
Developing Recommendations
Evaluating the Propriety of Estimates & Other Areas of
AEST Jennifer Louis
Measurement Uncertainty – An Auditor’s Perspective
FSU FASB / SAS Update (Latest Edition) (Accounting Update) Ray Thompson
Fraud – Current Trends in Today’s Environment of Shifting Risks
FRDT Jennifer Louis
and Changing Fraud Schemes
FATTFN Futuristic Audit Trends: The Future is Now Amy Vetter
GRPA Group Financial Statement Audits – Who is Exactly Responsible for What? Jennifer Louis
Grow Your Business from Within: How to Deliver Maximum Value to
GRWB Jennifer Louis
Clients on Every Engagement
HTAA Hot Topics in Accounting and Financial Reporting (Accounting Update) Ray Thompson
HCPGAE How To Conduct A Proper Group Audit Engagement Salvatore Collemi
How to Evaluate Whether You (the Client) are Getting the Most for
VALU Jennifer Louis
Value for Your Audit Dollars
KEY: SEMINAR | WEBCAST | ON-DEMAND For detailed information go to BLIonline.org or call 888-481-3500. 9COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
AUDIT, CONTINUED
HPEIIYAP How to Perform an Effective Internal Inspection of Your Attest Practice Salvatore Collemi
Integrated Audits – Performing an Effective and Efficient Engagement to
S130 Jennifer Louis
Report on Internal Control and Financial Statements
IAPB Internal Audits – The Process and Benefits Tricia Griffis
Internal Controls – Critical Concepts for Managing Financial Reporting and
CICC Jennifer Louis
Other Risks
Internal Controls for Nonprofits: Practical Insights into Mitigating Financial
ICDNP Jennifer Louis
Reporting Compliance and Other Risks
UGFG-202 Let’s Build an Indirect Rate for Nonprofits with Federal Awards Paul Calabrese
Navigating the Uniform Guidance – The New Rules for Federal Grants
UGFG-102 Paul Calabrese
Management
Navigating the Uniform Guidance (2 CFR 200) – The New Rules for Federal
UGFG-101 Paul Calabrese
Grants Management
NFPR Nonprofit Financial Reporting – Implementing the New GAAP Requirements Jennifer Louis
LEASE Practical Approaches to Implementing the New Lease Accounting Standard Ray Thompson
Preparing and Reviewing Workpapers: Essential Tips for Avoiding Deficient
PRAW Jennifer Louis
Audit and Other Attest Engagements
PSFE Professional Skepticism – Case Studies in Identifying Material Fraud and Error Jennifer Louis
Sampling – Avoiding Common Mistakes on Financial Statement & Compliance
SAMP Jennifer Louis
Audits
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
What Happens When Government Shuts Down: Impact on Federal Employees,
ADA-100 Paul Calabrese
Grantees & Government Contractors
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
ABCs of Blockchain – Beyond the Hype; the Basics of What Business Needs to
BC-ABCS Sean Stein Smith
Know
BC-NSA Blockchain – Next Step Applications for CPAs and Business Professionals Sean Stein Smith
BC-GOVT Blockchain Technology and Governmental Accounting Sean Stein Smith
10 Each BLI course can be custom tailored for your organization.COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
BIG DATA, CONTINUED
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
ABCs of Blockchain – Beyond the Hype; the Basics of What Business Needs to
BC-ABCS Sean Stein Smith
Know
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
Blockchain, Cryptocurrencies and Fraud Risk – What Auditors and Accountants
BC-CRYPT Sean Stein Smith
Need to Know
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
Considering Going Global? How to Support Your Clients’ International
CGHSCIAE Gabriella Kusz, Barbara Balaj
Ambitions and Expansion
CSIWORK CSI Workplace: Customer Service Is Your Profit Chris Zervas
DAWDA Do It All Without Doing it All Jody Padar
Effective Consulting Skills – Moving From Subject Matter Expert to Business
CONSULT Steve McClatchy
Consultant
KEY: SEMINAR | WEBCAST | ON-DEMAND For detailed information go to BLIonline.org or call 888-481-3500. 11COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
BUSINESS DEVELOPMENT, CONTINUED
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
Get Ready for the Fast Future – The Anticipatory CPA, Accounting and Finance
ANTCPA Tom Hood
Professional
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
How to Move from a Financial Expert to a Partner and Strategist to the
HMFEPSB Alan Patterson
Business
HCCL How You Can Create Clients for Life Mike Sciortino
INNOV Innovation and Creativity for Left-Brain Thinkers Jennifer Elder
Learning that Matters Collabinar (web-based collaborative action — learning
LTM Bob Dean
experience)
LISTEN Listening For Leaders: Ask the Question, Discover the Need, Win the Trust Greg Conderacci
Mastering the Most Powerful Skill You Can Learn: Connecting to and Engaging
MMPSL Mike Sciortino
with Your Clients Using Stories
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
Moving Up the Value Chain: Best Practices for Taking your Firm to the Next
MUVC Jennifer Warawa
Level
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
12 Each BLI course can be custom tailored for your organization.COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
BUSINESS DEVELOPMENT, CONTINUED
MINDB Reading Clients Minds and Understanding How They’re Reading Yours Robert Cooper
Selling for CPAs: Using Your Problem-Solving Skills to Promote
UPSS Greg Conderacci
Profitable Business Growth
Seven Secrets of Successful Business Communication Part 1:
SSSBC1 Greg Conderacci
Questioning and Listening to Discover Clients’ Needs
Seven Secrets of Successful Business Communication Part 2:
SSSBC2 Greg Conderacci
More Powerful Presenting and Writing
ENTRACPA The Entrepreneurial CPA – Marketing for Outsourced CFOs Greg Conderacci
The Finance & Accounting Organization as Partner and Strategist to the
DICM Alan Patterson
Business
The Five Buying Motives: Turbocharge Your Sales by Unlocking the
FIVEBUY Chuck Gallagher
Power of Consumer Psychology
The Future-Ready Finance & Accounting Professional –
FRFAPWFF Tom Hood
Welcome to the Fast Future!
CASFTSK1 The Journey to Becoming a Cherished Advisor Amy Vetter
The Journey to Becoming a Cherished Advisor: Technology, the Process
CATPPM1 Amy Vetter
and Practice Management
CONVERSE Turning Conversations into Opportunities Greg Conderacci
BDCAMP Turning Trust into Value: Business Development Boot Camp Greg Conderacci
Unleashing Rainmakers: Developing a Business Development,
RAINMKR Jeff Nischwitz
Culture in Your Business
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
Cannabis Comes to [X State]: Legal, Regulatory and
CANSTATE Emily Burns
Compliance Considerations
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
KEY: SEMINAR | WEBCAST | ON-DEMAND For detailed information go to BLIonline.org or call 888-481-3500. 13COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
BUSINESS M AN AGEMENT
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
Business Valuations in a SSVS* World (*Statement on Standards for Valuation
SSVS Brad Davidson
Services)
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
Seven Secrets of Successful Business Communication Part 2: More Powerful
SSSBC2 Greg Conderacci
Presenting and Writing
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
14 Each BLI course can be custom tailored for your organization.COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
BUSINESS WRITING, CONTINUED
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
Cannabis Comes to [X State]: Legal, Regulatory and Compliance
CANSTATE Emily Burns
Considerations
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
KEY: SEMINAR | WEBCAST | ON-DEMAND For detailed information go to BLIonline.org or call 888-481-3500. 15COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
CAREER, CONTINUED
ELD-SLG6 Successfully Leading 5.5 Generations Jennifer Elder
CSUITE The C-Suite: 10 Powerful Tools for Getting There and Staying There! Jennifer Elder
The Journey to Becoming a Cherished Advisor: Technology, the Process
CATPPM1 Amy Vetter
and Practice Management
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
Blue Oceans and Clean Paper – Using the ACA and Wellness as a catalyst to
BOACA Karl Ahlrichs
move organizations
Building a High Performing Culture – Human Capital as a Competitive
HIGHPC Karl Ahlrichs
Advantage
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
16 Each BLI course can be custom tailored for your organization.COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
CH ANGE M AN AGEMENT, CONTINUED
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
How to Beat the 7 Disruptors of Work in Industry 4.0 – A Playbook for Next
7DISRUPT Tom Hood, Rebekah Brown
Gen Leaders
How to Build a Culture of Engagement that Maximizes Trust, Accountability,
CNCC Alan Patterson
and Performance
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
Productivity Enablement: Simplifying the Most Challenging Parts
PESMCPJ2 Tom Hood, Mike Sabbatis
of your Job and Becoming Future-Ready
KEY: SEMINAR | WEBCAST | ON-DEMAND For detailed information go to BLIonline.org or call 888-481-3500. 17COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
CH ANGE M AN AGEMENT, CONTINUED
Scary Thoughts and Silver Linings; What is Known and What is Probable
SILVER Karl Ahlrichs
for Today and Beyond
SPRETRET Sole Proprietor’s Retreat Ronald Baker
Striking the Right Balance Between Leadership and Management –
BLBM Jennifer Louis
Adapting Your Behaviors to Succeed at Short and Long-Term Objectives
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
The Future-Ready Finance & Accounting Professional – Welcome to the
FRFAPWFF Tom Hood
Fast Future!
The Journey to Becoming a Cherished Advisor: Designing the Future Firm –
CAFFNG1 Amy Vetter
Next Generation Hiring, Staffing and Succession Planning
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
Considering Going Global? How to Support Your Clients’ International
CGHSCIAE Gabriella Kusz, Barbara Balaj
Ambitions and Expansion
Virtual CFO Workshop: Tools for Managing Your Practice and
VCFO Robin Thieme
Case Studies
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
Effective Consulting Skills – Moving From Subject Matter Expert to
CONSULT Steve McClatchy
Business Consultant
Hire the Lucky Ones – How to Improve Retention and Productivity by Selecting
IRP Karl Ahlrichs
Fortunate Employees
18 Each BLI course can be custom tailored for your organization.COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
COACHING & COUNSELING, CONTINUED
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
Becoming a Cherished Advisor® The Soft Skills Needed to Help Companies
BCASSNHC Amy Vetter
Succeed and Thrive
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
Stop, Collaborate and Listen: How to Maximize Your Talent With Three Simple
MAXTALNT Rebekah Brown
Steps
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-CLNT Anticipate 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
ANCCSCE Anticipating 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
KEY: SEMINAR | WEBCAST | ON-DEMAND For detailed information go to BLIonline.org or call 888-481-3500. 19COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
Becoming a Cherished Advisor® The Soft Skills Needed to
BCASSNHC Amy Vetter
Help Companies Succeed and Thrive
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
Brand You: How to Be a Leader and Boost Your Career – With a Little Help
BRANDYOU Bill Sheridan
From Social Media
BRAND Brand You! Nicole Long
BGTGR Build Great Teams that Get Results Jeannine K. Brown
BCOA Building a Culture of Accountability: A New Model for Leadership & Execution Jeff Nischwitz
Building a Culture of Conversation: Communication with a Purpose,
BCCC Lin Kroeger
For Results
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
Color Accounting: Communicating with Clients – So that’s what they’re
CA-CWC Rebekah Brown, Peter Margaritis
not getting!
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
20 Each BLI course can be custom tailored for your organization.COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
DFFL8 Developing Future Female Leaders Julie Kirsch
Disconnect to Connect: Tap Into the Power Within You to Design the
DCTIPDLD Amy Vetter
Life You Desire
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
Effective Consulting Skills – Moving From Subject Matter Expert to
CONSULT Steve McClatchy
Business Consultant
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
Fierce Conversations: Enhance Communication, Resolve Conflict and
7PRINFC Donna Salter
Strengthen Relationships
CS-PART3 Financial Professional Series: Soft Skills for CPAs Frank Ryan, Matt Ryan
Financial Storytelling: The Key in Growing Your Organization to the
FINSTORY Peter Margaritis
Next Level
LEAF Getting Things Done – Engaging People to Execute Effectively Lin Kroeger
How to Build a Culture of Engagement that Maximizes Trust,
CNCC Alan Patterson
Accountability, and Performance
DIFFCONV How to Conduct Difficult Conversations in the Workplace Sarah Gershman
How to Evaluate Whether You (the Client) are Getting the Most for Value
VALU Jennifer Louis
for Your Audit Dollars
How to Identify, Explain, and Present Pertinent Financial Information to
HIEP Peter Margaritis
Non-Accountants
LCDWT How to Lead, Coach, and Develop a Winning Team Alan Patterson
PLANMEET How To Plan And Lead Effective, Productive Meetings Susan Katz
KEY: SEMINAR | WEBCAST | ON-DEMAND For detailed information go to BLIonline.org or call 888-481-3500. 21COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
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
Improv Is No Joke: Using Improvisation to Create Positive Results in
NOJOKE Peter Margaritis
Leadership and in Life
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
Leadership - Social Media Influence on Decision Making and Time
LSMID Lowell Wightman
Management
Leadership and Retaining Talent: How the Generational Shifts Changing
GENSHIFT Lin Kroeger
Leadership
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
Mastering the Most Powerful Skill You Can Learn: Connecting to and Engaging
MMPSL Mike Sciortino
with Your Clients Using Stories
MBAEXP MBAexpress – 30 Module Bundle Jennifer Elder, Peter Margaritis
MBACITW MBAexpress: Communication in the Workplace Peter Margaritis
MBAEI MBAexpress: Emotional Intelligence Jennifer Elder
MBALEAD MBAexpress: Key Concepts of Leadership Strategy Jennifer Elder, Peter Margaritis
22 Each BLI course can be custom tailored for your organization.COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
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
Personality Styles – Adjusting to Varying Personality Types for Improved
PERS Jennifer Louis
Communication and Performance
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
PowerPoint & Excel Data Visualization Create Dynamic Financial Presentations,
BGRAPHIC Judy Borsher
Charts, Graphs and Diagrams
LEADACT Practical Leadership – Action Steps to Strengthen Leader Effectiveness Lin Kroeger
Presentation Skills – Improving Your Skills to Communicate to
IMPS Jennifer Louis
Groups with Confidence
MBP Presentation Skills: Message Based Presentations Lin Kroeger
Presenting Financial Data to Non-Financial Audiences -
PFDNFA Lin Kroeger
Avoiding Over-simplification
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
PSPSFE Public Speaking and Presentation Skills for Everyone, Even Us Introverts Denise Borgoyn
KEY: SEMINAR | WEBCAST | ON-DEMAND For detailed information go to BLIonline.org or call 888-481-3500. 23COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
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
Seven Secrets of Successful Business Communication Part 1:
SSSBC1 Greg Conderacci
Questioning and Listening to Discover Clients’ Needs
Seven Secrets of Successful Business Communication Part 2:
SSSBC2 Greg Conderacci
More Powerful Presenting and Writing
SEVEN Seven Secrets of Successful Business Writing Greg Conderacci
SITULEAD Situational Leadership Denise Borgoyn
SLBOOT Social Learning Bootcamp Tom Hood, Bill Sheridan
Social Media Strategy & Quick Start: Developing and Implementing a
SOCMED Tom Hood
SocialMedia Strategy for CPA Firms & Organizations
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
Taking The Numb Out of Numbers: Explaining and Presenting Financial
NUMB Peter Margaritis
Information with Confidence and Clarity
TMBGG Talent Management: Bridging the Generation Gap (Keynote) 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
DYNTEAMS The Dynamics of Teams – Combining Strengths to Optimize Your Team Susan Rucker
MBA1 The Eight Hour MBA Jennifer Elder, Peter Margaritis
24 Each BLI course can be custom tailored for your organization.COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
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
Unleashing Rainmakers: Developing a Business Development,
RAINMKR Jeff Nischwitz
Culture in Your Business
HWCCI Using Healthy Workplace Conflict to Create Innovation Jeannine K. Brown
COLLABOR Value of Collaboration – The Art of Relationship Management Peter Margaritis
Waking Up to Exponential Thinking: A Paradigm Shift for
EXTH Jeff Nischwitz
Change and Innovation
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
WFR Writing for Results Bob Dean, Curt Peoples
WFREP Writing for Results – Editing and Proofreading Bob Dean, Curt Peoples
KEY: SEMINAR | WEBCAST | ON-DEMAND For detailed information go to BLIonline.org or call 888-481-3500. 25COURSE ID FORMAT COURSE NAME INSTRUCTOR(S)
COMMUNICATION SKILLS / COMMUNICATIONS, CONTINUED
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
Strategic Problem Solving: How to Solve Tough Challenges the
SPS Susan Katz
Mastermind Way
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
What Happens When Government Shuts Down: Impact on Federal Employees,
ADA-100 Paul Calabrese
Grantees & Government Contractors
CONTROLLERSHIP
CSCCF Coaching Skills for CPAs, Controllers and Financial Managers Jim Lindell
26 Each BLI course can be custom tailored for your organization.You can also read
