CFO Series - March 2024 Webinar Bundle

This series includes four 2-hour consecutive Friday sessions, airing live beginning March 8, for a total of 8 CPE. Once registered for this bundle...

3/8/2024 10:00am - 6:00pm | Online | CPA Crossings

$249.00

CPE Categories: Auditing (2 CPE), Taxation (2 CPE), Specialized Knowledge & Applications (2 CPE), Personal Development (limited to 30%) (2 CPE)

Description

This series includes four 2-hour consecutive Friday sessions, airing live beginning March 8, 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.

Presented by The Knowledge Institute, LLC

Target Audience

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

Course Objectives

Week 1¯- Analyze your role in your organization, apply your auditing skills to your professional and personal life and evaluate communication strategies to solve organizational problems.

Week 2¯- Identify the 'employee life cycle' and apply a deeper appreciation of effective on-boarding.

Week 3¯- Determine your organization's tax responsibilities, analyze strategies to minimize taxes, and identify tax schemes to avoid.

Week 4¯- Recognize the roles of the sales function and sales team and determine the needs of the sales team. Then formulate effective incentive plans and calculate value and profitability.

Subjects

All times listed are Eastern Time Zone

Week 1:¯CFO Series: Aren't We All Auditors All the Time?

CPE: Field of Study: Auditing

Discussion Leader: Don Minges, MBA

Date: Friday, March 8, 11:00 am

Description: Audits involve testing, review, examination, and verification. However on another level - we audit procedures, reports at work, who fulfilled commitments, systems, other people's driving skills, deliveries, etc. We all audit everything all the time and that is wonderful. Auditing skills are valuable and necessary for our professional success and personal happiness. Every professional will audit what they encounter, including us. In this course, we will illustrate how continuous auditing skills are valuable, all the time. Whether you are an auditor or not, our role as a business leader IS to audit continuously! Better leaders have these audit skills.

Week 2:¯CFO Series: Understand and Enhance the Employee Life Cycle

CPE: 2

Field of Study: Personal Development

Discussion Leader: Robert Mims, CPA

Date: Friday, March 15, 11:00 am

Description: Many organizations have a documented process for their employment life cycle but do not look at it holistically. Having a longer view of the employee life cycle can provide more value to your company than you think. Join us for an interactive discussion around the entire life cycle of employees with best practices discussed on continuous improvement for your organization. This session will provide an overview of each of the steps in the timeline from multiple perspectives, to provide keen insights on actionable ideas to take back to your workplace and implement today. A key step to winning the war for talent.

Week 3:¯CFO Series: What We Can Do to Minimize Taxes: Without Danger

CPE: 2

Field of Study: Taxes

Discussion Leader: Steve Boussom, CPA

Date: Friday, March 22, 11:00 am

Description: When stepping into a leadership role you may not have been exposed to all the various tax issues. We will take a thirty-thousand-foot view into corporate income taxes and some other taxes, the focus being to potentially lower taxes. We will explore what and how to communicate with your external accounting firm. What is the value of proper fixed asset schedules and their crucial role? Depreciation, qualified business income, and the employee retention credit will be reviewed. Keep a schedule, be prepared, because at the end of day - you will be held accountable and responsible for missed dates, missed opportunities and also may be given credit for taxes saved. Be prepared and aware of tax savings alternatives.

Week 4:¯CFO Series: Enhancing Sales: Work with Sales to Drive Result

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Jane Mims, Ph.D.

Date: Friday, March 29, 11:00 am

Description: Sales and Accounting are not alike. In many organizations the two functions are at odds with each other, causing wasteful infighting. Often sales will undercut the accountants and vice versa. Sometimes this is inadvertent and sometimes not. Both functions should work together to achieve superior financial performance. We must take the lead and develop a better relationship with the sales function and the sales team. Oftentimes the sales incentive plans cause friction and result in counterproductive behaviors. If Accounting and Finance were to work together effectively, then net income, revenue and sales incentives would all increase. Thinking differently about how to work together will dramatically enhance financial performance. Imagine at least a five percent increase in the bottom line - we will discuss how. Working together yields superior results.

Prerequisites

General knowledge of CFO role.