CFO Series - June 2024 Webinar Bundle

This series includes four 2-hour consecutive Friday sessions, airing live beginning June 7, for a total of 8 CPE. Once registered for this bundle,...

6/7/2024 10:00am - 6:00pm | Online | CPA Crossings

$249.00

CPE Categories: Auditing (2 CPE), Specialized Knowledge & Applications (6 CPE)

Description

This series includes four 2-hour consecutive Friday sessions, airing live beginning June 7, 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 - Identify four components of marketing and determine how finance and marketing can work collaboratively to drive superior financial performance.

Week 2 - Apply better management and leadership skills to enable teams to thrive. Use effective methods to lower turnover to understand the importance of earning trust, helping others, integrity and communicating.

Week 3 - Apply "predictive accounting" for capacity-sensitive driver-based budgets / rolling financial forecasts, what-if analysis, and outsourcing decisions. Identify how to overcome implementation barriers such as behavioral resistance to change and fear of being held accountable.

Week 4 - Identify why listening skills are crucial for all leaders and apply a deeper understanding of the psychology behind how powerful auditing can be when done by a more insightful and purposeful manager who wants to drive his/her skills.

Subjects

All times listed are Eastern Time Zone

Week 1:¯CFO Series: Bridging the Gap with Marketing Mgt: the Four Ps

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Brian Maturi, MBA, FCA

Date: Friday, June 7, 11:00 am

Description: What should we know about marketing and what are the four 'P's of marketing? Many financial leaders are not sufficiently knowledgeable about the marketing function, marketing management, and measuring marketing results. When we know more, both functions can work collaboratively to help drive a superior bottom line. We can more accurately measure success, for example, in order to approve a cost-effective strategy to maintain and grow the business organically. We will discuss proven techniques to help your organization grow and thrive. Finance and marketing can and should help each other - we will show you how.

Week 2:¯CFO Series: Five Management Superpowers

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Jane Mims, Ph.D.

Date: Friday, June 14, 11:00 am

Description: "Management is about persuading people to do things they do not want to do, while leadership is about inspiring people to do things they never thought they could." - Steve Jobs. We will discuss five key management strategies and skills that every successful manager has and works to perfection. This two-hour course walks you through the A-Z of effective management from the standpoint of self, team, and individuals. It's not enough to be a 'good' manager and excel in our field, we need to be more than the subject matter expert. The five management superpowers will bolster management skills for better leaders and is a proven path for those wanting to know how to shift their mindset, communication, and physical presence so they can ascend the ranks to higher leadership.

Week 3:¯CFO Series: Growth Opportunities for CFOs: Value Added CFOs

CPE: 2

Field of Study: Finance

Discussion Leader: Gary Cokins, MBA, CPIM

Date: Friday, June 21, 11:00 am

Description: Many CFOs place too much emphasis on external financial and statutory compliance reporting for government regulatory agencies and not enough on corporate performance management (CPM) methods including internal management accounting. The former is for valuation (e.g., inventories and COGS). The latter is for "creating wealth value" to support better decisions. This course provides tools and information for how CFOs can transition from bean counters to bean growers. The best CFOs not only keep score, which is necessary, but they enable the organization to score more, which is much more valuable.

Week 4:¯CFO Series: Audits Begin with The Right Questions: Listen!

CPE: 2

Field of Study: Auditing

Discussion Leader: Robert Mims, CPA

Date: Friday, June 28, 11:00 am

Description: Technology has boundless memory and can store all the answers, unlike humans. Regardless, technology and AI cannot discern the right questions to ask. Asking the right questions separates successful professionals from mediocre professionals. This session will take a big-picture approach and redefine auditing in a broader perspective which will deepen your skills, perspective, and know-how. The truth is that all professionals are auditors. We will illustrate three types of audits and dive into the most fundamental aspects of our daily work-lives that need constant attention, not seasonal treatments. We will show how to become a better listener and to ask better questions!

Prerequisites

General knowledge of CFO role.