Welcoming new employees to the company and the insurance industry

May 01, 2015

A global insurance holding company was facing a scenario most businesses would love: Stratospheric growth, thanks to acquisitions and additional hiring. Rather than rehashing old onboarding techniques or seizing the growth rocket and hoping for the best, our client, who encourages its employees to look for a better way to do things, recognized a clear challenge amidst the momentum.

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Advising a regional accounting firm on a challenging transaction

May 01, 2015

It is an age-old story of an accounting firm trying to complete a financial statement audit and issue an opinion but is roadblocked by their client’s complex accounting issues. A regional accounting firm was trying to meet demanding engagement deadlines while maintaining high audit quality standards, all with a limited amount of resources. Everything was going fine until they got hit with an accounting issue that most CPAs are not comfortable with.

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Helping a regional accounting firm convert ILT to webinars

May 01, 2015

A small, but rapidly expanding public accounting and advisory firm identified a need to ensure its professionals advising transaction-based businesses were educated and knowledgeable to meet the expectations and needs of its client base. As a result, they created an internal “university” program, hosting training sessions on a semi-annual basis, along with smaller group sessions on a more frequent basis.

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Helping a regional accounting firm prepare for their first-ever PCAOB inspection

May 01, 2015

A regional accounting firm had spent way too many years bored to tears at their annual U.S. GAAP/GAAS update training. Ready to "spice up" the course and improve enagement, they turned to GAAP Dynamics. With our energetic, engaging delivery, we brought a whole new flavor to their formerly bland U.S. GAAP/GAAS update training. But what was intended as a one-off course ended up becoming much more.

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Helping a Big 4 Firm transform existing content into CPE-eligible self-study eLearning

May 01, 2015

With thousands of employees spread all over the U.S., this Big 4 U.S. firm has come to us with quite a few challenges over the course of our partnership, including: Offering CPE for missed events quickly, Converting existing intructor led content (ILT) or video into high quality eLearning with minimal disruption to their Subject -Matter Specialists (SMS), and creating content that is accessible by all. Since we’ve started working with this Big 4 firm, we’ve programmed and served as the CPE-sponsoring organization for 45 eLearning courses (and that list continues to grow)!

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Getting a bank’s internal audit department up-to-speed on income taxes

May 01, 2015

A large, regional bank came to us needing in-depth training on ASC 740 Accounting for Income Taxes for their internal audit department. The catch? It needed to be rolled out in a matter of weeks, not months, prior to their professionals going out to the field to conduct their audits.

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Implementing a blended learning approach for a Big 4 member firm

May 01, 2015

Since 2003, we’ve traveled to the Caribbean for a Big 4 member firm to deliver live, on-site training to their professionals. I know, tough life! But this was not just any training. See, standard off-the-shelf U.S. GAAP and IFRS training wouldn’t cut it because their client base included hedge funds, fund-of-fund structures, private equity firms, and captive insurance companies.

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Breathing life into static accounting policies through eLearning

May 01, 2015

Maybe we are biased as “accounting nerds” but having a robust set of accounting policies in a large organization is essential to a strong set of financial statements compliant with U.S. GAAP. Our S&P 500 client noted that consistent application of its policies was a challenge due to the decentralized nature of its business and a lack of attention to these policies by its global controllers around the world.

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Helping a Big 4 firm respond to the PCAOB with industry-specific training

May 01, 2015

When the dust began to settle from the Great Recession, the PCAOB wanted to know what role audit firms played in the economic breakdown — and what the firms could do to make sure nothing like this ever happened again. Sure, all of the firms provided industry-specific training to their managers and above, but what about less experienced auditors?

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