Numbers Rule the World!

The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision.  Each day consists of a subject matter expert leading discussions about four different topics.  The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.

Each topic and each day stands on its own.  If you are not sure about making a multi-day commitment, sign up for just a single day.  We think you will come back for more!

This CFO Series Day

This four-module combination provides four very different topics for those who are CFOs, or those who aspire to be CFOs.

Topics Discussed

Numbers Rule the World: But They Don’t Speak the Words

2 Business Management & Organization credits

How can a numbers person master words and communication in an ever-changing and social dynamic? This session will reveal common communication mistakes financial professionals make and suggest practical solutions. We will discuss proven techniques to effectively deliver your numbers so your audience will understand.

• When should I text, email, phone, or meet?
• How to write emails that people read
• How to say “no” tactfully
• How to communicate information so others understand
• Identifying the big picture and your communications role

Objective:  Learn how to deliver your numbers so your stakeholders understand them

Ethics in the Real World

2 Behavioral Ethics credits

Business ethics is not just something “nice to do” but can mean the difference between success, failure, and survival in today’s increasingly competitive environment.

This seminar outlines eight steps to create an ethical business culture and provides specific ways for financial managers to make better ethical decisions.

Objective:  Learn how to assess the value of ethics in today’s business environment

Controlling Management Continuity Risk

2 Auditing credits

Does your organization risk operational disruption due to a key personnel loss? Are your internal auditors and risk management personnel routinely assessing your exposure to loosing key skills? This session could help your organization prevent its next crisis.

Objective:  Understand how to evaluate and manage management continuity risk.

5 Business Books in 100 Minutes

2 Business Management & Organization credits

You know you should read some business books, but finding time is often hard to do. Get a 20-minute executive summary of five business books. This session makes it easy to catch up with the latest thinking in five very different topics. This seminar will include: The End of Accounting, The Right and Wrong Stuff: How Brilliant Careers Are Made and Unmade, Big Potential, Pitch Anything and Give and Take: Why Helping Others Drives Our Success. Save time, learn the key lessons of five business books in just 100 minutes.

Objective:  Understand the lessons of five recent business books.

Cases and Group Discussion

The CFO Series provides extensive case study analysis and many opportunities for group discussion.

Target Audience:  This series is for people who are, or aspire to be, chief financial officers. We target the discussions to people in medium-sized organizations.

Level of Knowledge:  Intermediate

CPE Credit:  4 Management, 2 Ethics, and 2 Auditing credits

Prerequisite:  Management experience will be helpful. None, participants should have at least six months of professional experience and thorough knowledge of financial accounting principles and practices.

Advanced Preparation: Experience working with internal clients or external clients and business leaders. Bring a laptop.

Acronym:  CFOS3-21

Vendor:  The Knowledge Institute, LLC

Discussion Leaders:  Bob Mims, CPA, Don Minges, MBA, Richard A. Karwic, MBA, Tracy Cooper, CPA, Paul Harrison, MBA, CPA, CFP;