Master Classes

Concise, focused training, when you need it

IOFM is committed to providing our customers with premier training and education, offering content that is truly unmatched in the market. To serve that goal, we are continually talking with and listening to our community of members and certified professionals.

We understand that the world of financial operations is an intricate one and that the needs of every practitioner are different. Our mission is to make sure you have relevant content – when you need it. That's why we offer IOFM Master Classes.

IOFM Master Classes offer training on the specific topics you have asked for. Our subject matter experts will ensure that you understand the fundamentals as well as the more advanced nuances of each topic we cover.

We encourage you to review the list below, and select the Master Class or classes that will ensure that you are performing with the highest levels of efficiency and confidence.

Master Class Catalog

Unclaimed Property

Review the foundational basics of Unclaimed Property, best practices for compliance and an in-depth review of the enforcement process. Estimated learning hours: 3 to 4 ($349, member discounts apply.)

Credit: 3 CEUs

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Vendor Master File

Learn how to best handle the VMF with best practices concerning onboarding, compliance, internal controls and management. Estimated learning hours: 1 to 3 ($249, member discounts apply.)

Credit: 3 CEUs

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Internal Controls & Risk Management

Implement risk management strategies and internal controls to protect your organization from noncompliance penalties. Estimated learning hours: 1 to 3 ($249, member discounts apply.)

Credit: 3 CEUs

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Leading an AP Team

The best AP Managers have leadership skills to manage both processes and people – master the fundamentals here. Estimated learning hours: 2 to 4 ($249, member discounts apply.)

Credit: 3 CEUs

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Leading an AP Team Through Change

Learn how to effectively manage change and process improvement at your organization. Estimated learning hours: 2 to 4 ($349, member discounts apply.)

Credit: 3 CEUs

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Travel & Entertainment (T&E)

Focus on strategies to track T&E activities, improve employee compliance and leverage automation to increase efficiency. Estimated learning hours: 1 to 3 ($249, member discounts apply.)

Credit: 3 CEUs

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Basic Excel for Accounting

Build a firm foundation for your Excel workbooks to help reduce errors and improve efficiency in your recurring-use workbooks. Estimated learning hours: 4 to 7 ($249, member discounts apply.)

Credit: 4 CEUs

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Intermediate Excel for Accounting

Explore ways to automate recurring-use reports and demonstrate how to set up a workbook for "hands-free reporting." Estimated learning hours: 6 to 9 (Recommended prerequisite(s): Basic Excel. $249, member discounts apply.)

Credit: 4 CEUs

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Advanced Excel for Accounting

Focusing on PivotTables, learn how to retrieve external data and how to use Excel features to communicate your message graphically. Estimated learning hours: 7 to 10 (Recommended prerequisite(s): Basic and Intermediate Excel. $249, member discounts apply.)

Credit: 4 CEUs

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Credit & Collections: Internal Controls & Compliance

Learn how policies, procedures, and regulations through which C&C ensures the company is not exposed to unnecessary risk that can result in serious financial harm. Estimated learning hours: 1-2 ($249, member discounts apply.)

Credit: 3 CEUs

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Credit & Collections: Collections

Cover what makes an effective collections plan, which can reduce delinquencies and improve cash flow by collecting cash sooner. Estimated learning hours: 1 to 2 ($249, member discounts apply.)

Credit: 3 CEUs

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Credit & Collections: The Customer Master File

Review best practices for the management of an effective customer master file. Estimated learning hours: 1 to 2 ($249, member discounts apply.)

Credit: 3 CEUs

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Credit & Collections: Credit Management

Navigate determining the creditworthiness of customers and striking a balance between protecting the company’s cash and increasing sales, within the guidelines of the company’s AR/C&C strategy. Estimated learning hours: 1 to 2 ($249, member discounts apply.)

Credit: 3 CEUs

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This catalog continues to grow. Be sure to check back for updates.

Is there a particular topic that you'd like to see as a Master Class? Let us know at [email protected] or at 207-842-5557.