Authors: Gary Cokins, John L. Daly, Richard A. Karwic, Don Minges and William F. O’Brien

Due to the popularity of our five-day CFO series, we are now making it possible to schedule single CFO Series days under the title Annual CFO Forum. Each day consists of four topics. Choose the speaker and topic that works best for you.

Area of Study

  • 1 – Advanced Skills, Made Easy! – John L. Daly
  • 2 – The Credibility Challenge – Both Inside and Outside the Organization – Bill O’Brien
  • 3 – Emotional Intelligence; Why are Great Leaders Great? – Don Minges
  • 4 – Cash Management, The Lifeline of Your Business – Richard A. Karwic
  • 5 – Become More Effective! – John L. Daly
  • 6 – Corporate Performance Management – Gary Cokins

Cases and Group Discussion
This day will provide at least five group exercises and opportunities for group discussion.

Target Audience
People who are, or aspire to be, CFOs

Level of Knowledge
Intermediate

Acronym
ACFOF

CPE Credit
8 hours group live

Prerequisite
Participants should have at least six months of industry experience and thorough knowledge of financial accounting principles and practices. Participants with the title of Financial Analyst, Accountant, Senior Accountant, Manager, Controller, Director, Treasurer, Accounting Manager, CFO, CEO, or similar roles, will benefit.

Advanced Preparation
None

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

Acronym
CFOS1-20

Scheduling
For John Daly, contact Barb Sullivan: Barb@ExecutiveEducationInc.com

The Credibility Challenge – Both 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

Acronym
CFOS2-20

Scheduling
Contact: Don@TheKnowledgeInstitute.com

Emotional Intelligence; Why are 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

Acronym
CFOS3-20

Scheduling
Contact: Don@TheKnowledgeInstitute.com

Cash Management, 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

Acronym
CFOS4-20

Scheduling
Contact: Don@TheKnowledgeInstitute.com

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

Acronym
CFOS5-20

Scheduling
Please contact Don@TheKnowledgeInstitute.com
For John Daly, contact: Barb Sullivan – Barb@ExecutiveEducationInc.com

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

Acronym
CFOS6-20

Scheduling
Contact: Don@TheKnowledgeInstitute.com

Scheduling

Schedule with two of our half day seminars to make a 2-day series.

Note: This event features conference style materials and has a fixed per day pricing.

Explore Knowledge Institute Topics

CFO Series

Accounting & Auditing

Finance

Ethics

Leadership & Business Management

Software, Technology & Other