The Changing Role of the CFO and Controller

From Financial Analysis to Business Operations, the Influence of CPAs in Corporate Finance Continues to Grow

Stay current with PICPA blogs, articles, podcasts, seminars, and more.

Connect with Corporate Finance CPAs

Employee Retention Tax Credit and PPP Update Town Hall

April 8 | 9:00-10:00 a.m.

Discuss what impact claiming the employee retention credit could have on Paycheck Protection Program (PPP) loans. Uncover the IRS guidance you need to know now.

  • Evaluate employee retention credit eligibility prior to filing your PPP forgiveness application
  • IRS guidance on surplus wages used for PPP forgiveness
  • IRS guidance to help clarify whether a government order constituted a partial shutdown

View Details

Thomas Barnes, CPA

Operations Controller, CHEMSTREAM INC.
Listen to how PICPA member Tom Barnes, CPA, uses his membership to connect with fellow corporate CPAs.

Join PICPA's Corporate Cabinet

This group works with members of PICPA Council to improve connections among corporate finance members through online forums and local events, increase educational content on nonfinancial topics through new partnerships, and enhance PICPA's CFO resources.

View members and join online >

Subscribe to the Corporate Finance Discussion Board

Sign up for PICPA's member-only online discussion forum for CPAs in corporate finance. Discuss human resources, technology, legal costs, risk management, and much more.

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CPA Now

  • John Fidler

    Make the Transition from CFO to CEO

    Many CPAs may think achieving the chief financial officer (CFO) position will be the pinnacle of their career, but that shouldn't be the case. The strongest CEOs are those who are the most fiscally responsible, so the move from CFO to CEO should be thought of as a natural progression.
    Full story
  • Angela DeFinis

    5 Tips to Create Energy in Virtual Presentations

    Working remotely for nearly a year has taught us many things about virtual interactions. Perhaps one of the most universal truths is that giving virtual presentations can be a challenge. While stillness and calm are great skills for meditation, they don’t win the hearts and minds of your audience on a virtual platform.
    Full story
  • James Caruso, CPA

    Finance Team: Reimagine Your Checklists

    Finance teams manage multiple projects, processes, and workstreams. Too often we trust ourselves to remember what’s important, but we are fallible humans. We make mistakes. Things fall through the cracks. To help us manage, consider the lowly checklist.
    Full story

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Pennsylvania CPA Journal

  • Five Ways to Enhance Your Banking Relationships

    Financial services are critical to the long-term viability of an organization, yet the global pandemic and the resulting economic uncertainty presents a challenge even to the most well-established banking relationships. Over the past year, lenders and borrowers contended with the introduction, and regulatory evolution, of new federal programs – such as the Paycheck Protection Program – and the frustrations of maintaining operations amidst public health regulations. Here are a few tips for fostering productive communications with your lender during difficult times and beyond.
  • Building a Core Competency in Mergers and Acquisitions

    At many middle-market companies, mergers and acquisitions (M&A) are few and far between. But if your company’s strategy includes growth by acquisition, M&A needs to be a core competency. Fortunately, this does not require staffing a large internal transaction group.
CPA Conversations about accounting news
  • Dissecting the Role of the Organizational Adviser

    In a preview of his presentation at the March 18-19 PICPA CFOs and Controllers Conference, “CFO Whisperer” David Axson, a CFO strategist and adviser, joins us to discuss the role of the organizational advisor. We also touch on how COVID-19 has shaped the function as well as the future for finance professionals.
    Full story
  • Positive Bank Relationships Key to Business Success

    In a preview of his Business & Industry column in the spring 2021 Pennsylvania CPA Journal, Barry M. Pelagatti, CPA, a partner in the audit services group of RKL LLP in Exton, Pa., discusses the importance of cultivating stronger relationships with your organization’s lenders, especially during times of economic upheaval.
    Full story

CPE for Corporate CPAs



The Next Decade for Business Following Tax Reform Webinar

1:00 p.m. - 3:00 p.m.
CPE Credits: 2-A&A
$89
member
$114
nonmember

Open Book Management: Making it Work in the Real World Webinar

9:00 a.m. - 11:00 a.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Effective Communication for Financial Managers Webinar

10:00 a.m. - 12:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

CFO Series: 5 Marvelous Business Books in 100 Minutes Webinar

11:00 a.m. - 1:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Debt or Equity: Which Will Your Organization Need Next? Webinar

9:00 a.m. - 11:00 a.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Cash Conversion Cycle: Tools and Techniques Webinar

11:00 a.m. - 1:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

$139
member
$189
nonmember

Ethics: When CPAs Make the Headlines Webinar

2:00 p.m. - 6:00 p.m.
CPE Credits: 4-Ethics
$139
member
$189
nonmember

Emotional Intelligence: The Critical Factor in Success Webinar

9:00 a.m. - 11:00 a.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Delivering Bad News? Don't Be the Messenger Who Gets Shot! Webinar

11:00 a.m. - 1:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Effective Business Writing Webinar

1:00 p.m. - 3:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Executive Presentation Presence: Speak Up, Move Up Webinar

4:00 p.m. - 6:00 p.m.
CPE Credits: 2-Other
$75
member
$101
nonmember

Communicating Financial Information to Non-Accountants Webinar

9:00 a.m. - 11:00 a.m.
CPE Credits: 2-A&A
$79
member
$104
nonmember

CFO Series: Microsoft 365 Apps- Teams, SharePoint & OneDrive Webinar

11:00 a.m. - 1:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Foreign Corrupt Practices Act: Practical Compliance Webinar

11:30 a.m. - 1:30 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Advanced Negotiations: Beyond Getting to Yes Webinar

11:00 a.m. - 12:00 p.m.
CPE Credits: 1-Other
$49
member
$74
nonmember

Key Ratio Analysis Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-A&A
$295
member
$400
nonmember

$259
member
$359
nonmember

Shorten Month-End: Closing Best Practices Webinar

9:00 a.m. - 1:00 p.m.
CPE Credits: 4-A&A
$139
member
$189
nonmember

2020 CPA Technology Trends Update Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Other
$199
member
$299
nonmember

Money and the Mind During COVID-19 Webinar

12:30 p.m. - 2:30 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Outsourcing Relationships: Enjoy Benefits, Avoid Pitfalls Webinar

1:00 p.m. - 3:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

$139
member
$189
nonmember

Critical Thinking for Financial Professionals Webinar

9:00 a.m. - 10:00 a.m.
CPE Credits: 1-Other
$49
member
$74
nonmember


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