CFO Series - August 2024 Webinar Bundle

Instructor

Various
Instructors

This series includes four 2-hour consecutive Friday sessions, airing live beginning August 02, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course. You receive significant savings when purchasing these webinars as a bundle. The CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to attend multiple webinars of CPE with a single decision. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.

Learning Objectives

After attending this presentation, you will be able to...
Week 1
Determine the issues that drive the bottom line, identify ways to make improvement happen, and determine pricing for profitability, cost control and increasing throughput.
Week 2
Determine the importance of earning trust, helping others, integrity, relationships, and communication, then apply the skills effective leaders understand.
Week 3
Recognize the numerous significant external factors and trends in today's workplace, then determine how we need to transform our management and leadership tactics to thrive in the next twenty years.
Week 4
Determine the requirements of the modern-day CFO, identify tools to become a more effective leader of your organization, and use data analytics to make critical decisions.

Major Topics

All times listed are Eastern Time Zone
Week 1: CFO Series: Tactics to Improve Bottom Line: 1st Improve ROI
CPE: 2
Field of Study: Finance
Discussion Leader: Brian Maturi, MBA, FCA
Date: Friday, August 02, 11:00 am
Description: What do investors want? They actively pursue three key strategies; 1) improve profit (most over used strategy), 2) reduce investment (an under used strategy), and 3) reduce risk (a much-neglected strategy). In this the first of three sessions, see 1) above, we will explore successful strategies to improve pricing, increase volume, and reduce risk. We will discuss proven techniques to help your organization thrive.
Week 2: CFO Series: Advancing Your Role as a Business Leader
CPE: 2
Field of Study: Business Management & Organization
Discussion Leader: Don Minges, MBA
Date: Friday, August 09, 11:00 am
Description: Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. True leaders put in the work and make sacrifices for others. Leadership is a learned skill, a skill that must be practiced. It may look simple, and it is
only if you know what to do and how to do it. Leadership requires one to develop a greater understanding of intangibles that are difficult to quantify
but are priceless. The best leaders care about others, are trustworthy and are credible. We will discuss proven tactics to enhance those skills. Worthy for those who want to become even more valuable as a business leader.
Week 3: CFO Series: Are Employees Assets? Today's New Employment
CPE: 2
Field of Study: Business Management & Organization
Discussion Leader: Bob Mims
Date: Friday, August 16, 11:00 am
Description: As the manager's role continues to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question
asking if employees are assets? GAAP tells us they are not, but does this treatment bias our view of the people in our organization? What do the most successful organizations do, believe, and why? What are the winning organizations doing that works? If you have an opinion as to whether employees are an asset or not, this is a thoughtful, interactive discussion to highlight what works in today's new employment environment.
Week 4: CFO Series: Ready to be an Effective CFO? Skills to Succeed
CPE: 2
Field of Study: Business Management & Organization
Discussion Leader: Anita Layton, MBA, CPA, CMA
Date: Friday, August 23, 11:00 am
Description: With all the buzz about the additional responsibilities of CFOs today, what are the essential skillsets for success? How do you excel when you are spread so thin? Becoming the multi-skilled CFO companies are looking for requires you to balance traditional responsibilities with new demands. How do you utilize your key relationships and your team to fill the gaps and make sure nothing slips through? To be effective requires a shift in the way financial leaders think and approach their day
rather than a never-ending chase after new skillsets. Thinking differently about how to accomplish the broad spectrum of CFO responsibilities is a key lesson in your essential lifelong learning. We will review many tactics to help you become even more effective.

CPE Credits Available

8 CPE

6: Business Management & Organization
2: Finance

Things to Know About This Course

Course Level

Intermediate

Professional Area of Focus

Business Management

Advanced Preparation

None

Intended Audience

This series is for people who are, or aspire to be, chief financial officers.

Provider

CPA Crossings, LLC