Author: Dan Chenoweth

We tend to focus on fighting today’s fires without spending adequate time on bigger, more important risks inherent in today’s inter-connected, competitive world. This seminar drills down into four commonly overlooked business risks, looking at how to anticipate, manage, mitigate or exploit them. We will discuss the professional obligations of the board and executive management to assess risks and the responsibility of internal and external auditors to evaluate the adequacy of these assessments.

Topics Discussed

Systemic Risk
The mega-trends facing organizations today

Strategic Risk

  • Five signals of “de-maturity” in an industry
  • Is your company ready to respond?
  • Ten ways to integrate risk mgmt. into strategy

Culture Risk

  • Can measuring candor be tied to investor risk?
  • The Rittenhouse Method of predicting market performance
  • Correlating candor with market performance

Management Continuity Risk

  • Does your organization risk operational disruption due to a key personnel loss?
  • Risk management’s role in management continuity planning

Cases and Group Discussion
This seminar includes group discussion of at least five cases and exercises.

Target Audience
Upper level corporate financial managers, internal auditors and public practice CPAs concerned about risk in their own business or who advise clients on risk management issues.

Level of Knowledge


CPE Credit
8 hours group live

Delivery Method
Group Live

Area of Study

Minimum of six months of risk management experience or training. Participants should have at least six months of industry experience and thorough knowledge of financial accounting principles and practices.

Advanced Preparation

CFO Series Day 1

Advanced Skills, Made Easy!

Topics Discussed Credits
Advanced Planning: Balance Sheet and Cash Flow Projections 2 Accounting
Advanced Cost Accounting: Assigning Overhead 2 Accounting
Fixing Your Chart of Accounts 2 Accounting
Avoiding Death by PowerPoint: Create Better Presentations 2 Software

Discussion Leader
John L. Daly, Tom Henry, Bill O’Brien or Don Minges


For John Daly, contact Barb Sullivan:, or contact Don Minges,

CFO Series Day 2

Developing Credibility – Inside and Outside the Organization

Topics Discussed Credits
Developing Credibility: Earn Respect for Yourself and Your Team 2 Bus. Mgt.
It’s All About Action! 2 Bus. Mgt.
Effective Internal Reporting: Make Your Message Quick and Clear 2 Accounting
Financial Management: 10 Tips for Success and 13 Signs of Failure 2 Bus. Mgt.

Discussion Leader
Bill O’Brien, Dana Johnson, Richard Karwic, Tom Henry or Bob Mims



CFO Series Day 3

Emotional Intelligence – What Makes Great Leaders Great?

Topics Discussed Credits
Emotional Intelligence: The Critical Factor in Success 2 Bus. Mgt.
Motivating the Right Way: Get the Most from Your Staff 2 Bus. Mgt.
Business Ethics: Cases from the Real World 2 Behavioral Ethics
Don’t Be the Messenger Who Gets Shot 2 Bus. Mgt.

Discussion Leader
Don Minges, Dana Johnson, Bob Mims, Tom Henry or Richard Karwic



CFO Series Day 4

Cash Management - Managing The Lifeline Of Your Business

Topics Discussed Credits
A/R and A/P: Effective Management Techniques 2 Accounting
Cash Management Techniques 2 Accounting
Cash Forecasting 2 Accounting
Better Meetings: Make Meetings Fun & Productive 2 Bus. Mgt.

Discussion Leader
Richard A. Karwic, Paul Harrison, Brian Maturi, or Don Minges



CFO Series Day 5

Become More Effective!

Topics Discussed Credits
Critical Thinking for Financial Professionals 2 Bus. Mgt.
Effective Networking: Take Control of Your Career 2 Bus. Mgt.
The CFO’s Role in Compensation and Bonus Plans 2 Bus. Mgt.
MS Word: Advanced Features 2 Software

Discussion Leader
John L. Daly, Bill O’Brien, Don Minges or Bob Mims


Please contact
For John Daly, contact: Barb Sullivan –

The five 2020 CFO Series days above plus the following alternate day will be available through December 2020.

Alternate CFO Series Day 6

Corporate Performance Management

Topics Discussed Credits
Corporate Performance Management 2 Accounting
Business Intelligence and Data Analytics 2 Accounting
Driver-Based Budgeting 2 Accounting
Effective Management Accounting 2 Accounting

Discussion Leader
Gary Cokins




To make a two-day series, schedule with Corporate Finance Check-up or Strategic CFO

Explore Knowledge Institute Topics

CFO Series

Accounting & Auditing



Leadership & Business Management

Software, Technology & Other