Purtill & Company Courses

To place an order for any of the courses below, view ordering information, and fill out the secure online form.

How to Reinvent Corporate Management Reporting (CMR)

This course is designed to help controllers, CFOs, corporate accountants and financial managers improve internal operations reporting. Management reporting is very different from financial reporting. This advanced-level course shows you how to assess information needs, design reports, use new computer-based tools and communicate more effectively. Most importantly, it shows how to speed up the information cycle, including how to do an instant close at month end.

Topics include:

• Using management reporting to support the business plan
• Management reporting needs analysis
• Designing budget reports
• Making effective use of graphics
• Advanced topics: EIS and XBRL
• Using report writers

To place an order for this course, view ordering information, and fill out the secure online form.

Controller or HR Director: Personnel and Regulatory Issues (PRI) 

This intermediate-level course is designed for the management CPA that is responsible for leading a department, providing human resources to the company or making decisions that affect groups of people. You’ll learn how to develop a proactive HR system, use modern tools to handle HR responsibilities and recruit more effectively.

Topics include:

• Americans with Disabilities Act
• EEO and dealing with EEOC
• Exempt status –who is and who isn’t
• Hiring employees from advertising to interviewing
• Avoiding lawsuits in personnel actions
• How to develop an effective legal position description
• How to check references, credit and criminal records

To place an order for this course, view ordering information, and fill out the secure online form.

Best Practices in Corporate Cash Management (CCM) 

This intermediate-level course is designed for CPAs in management to provide a background in the latest treasury management techniques, as well as a refresher on overlooked opportunities. It contains techniques and tools used by modern companies to improve cash flows, cut operating costs and reduce risks.

Topics include:

• Customer and vendor relations
• Electronic cash management
• Operation of the national banking system and the effects of banking restructure
• Dealing with international currency restructure
• Opportunities to improve cash management
• Borrowing money: bank and non-bank loans
• Electronic data interchange (EDI)

To place an order for this course, view ordering information, and fill out the secure online form.

How to Be an Effective Corporate Controller (ECC) 

Both new controllers and experienced controllers will benefit from discussion of how to satisfy the new organizational demands of the position. You’ll learn how to fulfill CEO expectations, improve leadership skills and develop reporting packages to help run the business more effectively.

Topics include:

• Assessing and negotiating the controller’s job
• Organizing the controller’s department, leadership style, improving recruiting results, staff training
• Effective fraud prevention
• Best practices – strategic planning, flexible budgeting, measuring operating performance, EDI, electronic payment systems, benchmarking
• EEO update
• Communicating management information

To place an order for this course, view ordering information, and fill out the secure online form.

LIFO Inventory: Tax and Accounting Issues (LIF) 

This basic/intermediate-level course is designed for both corporate and public CPAs. It provides a practical, easy-to-use approach to LIFO that eliminates the confusion most CPAs feel when encountering LIFO inventories. The extensive use of case studies and examples to clarify issues assures that you’ll be able to practice and apply major course concepts.

Topics include:

• How LIFO works, tax benefits, when not to use it, technical resources
• How to apply LIFO, specific goods, dollar-value method, inventory pooling
• Determining inflation indexes, internal, external, double-extension, link-chain, item definition, components-of-cost LIFO
• How to adopt LIFO, conformity requirement
• Changing LIFO methods, terminating LIFO, converting from “C” to “S”
• Financial statement reporting
• Bargain purchases, retail LIFO, simplified LIFO, uniform capitalization rules

To place an order for this course, view ordering information, and fill out the secure online form.