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Curriculum

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Curriculum

The rigorous nine-month curriculum of the Leadership Academy combines live and virtual sessions that encompass the complete financial operations ecosystem.

Delivered in partnership with...



Session 1
Innovative AP Leadership
(September 20, 2013 - full day live session)

Agenda

  • Welcome/orientation
  • Leadership skill development
  • Tour of 2013 Innovation Award winning AP department
  • Innovation Award winning case study
  • Group discussion

Session 2
Tax and Regulatory Certificate
(November 2013 - multiple virtual self-study sessions)

Agenda

click here for detailed agenda

  • 1099 reporting basics
  • W-8 and W-9 series documentation
  • Federal information reporting for the advanced filer
  • Tax information reporting - nonresident alien payments
  • Sales and use tax - accounts payable
  • Sales and use tax - accounts receivable
  • Unclaimed property - escheatment and form 1099
  • 2012 update

Session 3
Leading Automation
(December 2013 - multiple virtual sessions - ON HOLD)

Session 4
Leading AP
(January/February 2014 - multiple virtual self-study sessions)

Choose one of the following:

Certified Accounts Payable Professional (CAPP)

Agenda

Click here for certification program details (fees covered in tuition cost)

  • Relationships and responsibilities
  • Processing functions
  • Travel and entertainment
  • Controls
  • Tax and regulatory issues
  • Technology 
  • Other topics

Innovating AP Certificate

Agenda

Click here for detailed agenda

  • The fundamentals
  • The underpinnings of an efficient program
  • The checks and balances in your process
  • The people component
  • Don't overlook the specialty functions
  • The finishing touches to make your function first rate

Session 5
Innovative AR Leadership
(February 20, 2014 - full day live session)

Agenda

  • Welcome
  • Leadership skill development
  • Tour of 2013 Innovation Award winning AR department
  • Innovation Award winning case study
  • Group discussion

Session 6
AR Essentials Certificate
(March 2014 - multiple virtual self-study sessions)

Agenda

Click here for detailed agenda

  • The accounts receivable function
  • Risk management (part 1): The function and four elements of credit
  • Risk management (part 2): Secured vs. unsecured credit
  • Collection and deductions (part 1): The function of collections
  • Collection and deductions (part 2): The types of deductions
  • Cash application
  • Legal aspects of accounts receivable (part 1): Credit and collection laws
  • Legal aspects of accounts receivable (part 2): Escheatment

Session 7
Professional Practices Development
(April 2014 - multiple virtual self-study sessions)

Choose one of the following:

Accounts Payable Best Practices
Procure-to-Pay Certificate
Retail Recovery Audit Certificate
Capture Practitioner Certificate

Additional Requirement:

Completion of five single self-study courses of choice throughout the program

Session 8
Fusion 2014 - Graduation
(May 5 - 8, 2014 - multiple day live sessions)

Agenda

  • Summary
  • Leadership skill development
  • Fusion 2014: choose personal itinerary from conference agenda
  • Leadership workshop: panel discussion (May 5, 2014)
  • Graduation (May 6, 2014)
     

Watch for 2014-2015 class applications to open in the coming months.

Questions? Contact diane.sears@financialops.org for additional information.