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

The CFO Series provides a convenient, proven, one-stop solution for CFOs and those who aspire to be CFOs, to choose an entire year’s worth of CPE with a single decision.

The CFO Series consists of twenty (20) two-hour topics spread over 5 days for a year’s worth of CPE. Schedule all 40 CPE credits members need by signing up for just one series. Each day consists of an expert, leading discussions about four different topics.

The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach. The material for each CFO Series is new every year.

The CFO Series has been very successful, attracting high registrations each day. Each individual day of the Series stands on its own.

Area of Study

  • Day 1 – Advanced Skills, Made Easy! – 6 hours Accounting & 2 hours Software
  • Day 2 – Developing Credibility – Inside and Outside the Organization – 6 Bus. Management & 2 hours Accounting
  • Day 3 – Emotional Intelligence; What Makes Great Leaders Great? – 6 hours Bus. Management & 2 hours Ethics
  • Day 4 – Cash Management – Managing the Lifeline of Your Business – 6 hours Accounting & 2 hours Bus. Management
  • Day 5 – Become More Effective! – 6 hours Bus. Mgt. & 2 hours Software
  • Alternate Day 6 – Corporate Performance Management – 8 hours Accounting

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

Acronym
CFOS–20

CPE Credit
8 per day – 40 hours group live

Prerequisite
Management experience helpful

Advanced Preparation
Bring a calculator.

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 Computer Software & Applications

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

Acronym
CFOS1-20

Scheduling
For John Daly, contact Barb Sullivan: Barb@ExecutiveEducationInc.com, or contact Don Minges, Don@TheKnowledgeInstitute.com

CFO Series Day 2

Developing Credibility – Inside and Outside the Organization

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

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

Acronym
CFOS2-20

Scheduling
Contact: Don@TheKnowledgeInstitute.com

CFO Series Day 3

Emotional Intelligence – What Makes Great Leaders Great?

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

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

Acronym
CFOS3-20

Scheduling
Contact: Don@TheKnowledgeInstitute.com

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 Business Management & Organization

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

Acronym
CFOS4-20

Scheduling
Contact: Don@TheKnowledgeInstitute.com

CFO Series Day 5

Become More Effective!

Topics Discussed Credits
Critical Thinking for Financial Professionals 2 Business Management & Organization
Effective Networking: Take Control of Your Career 2 Business Management & Organization
The CFO’s Role in Compensation and Bonus Plans 2 Business Management & Organization
MS Word: Advanced Features 2 Computer Software & Applications

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

Acronym
CFOS5-20

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

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

Acronym
CFOS6-20

Scheduling
Contact: Don@TheKnowledgeInstitute.com

Scheduling

Schedule 5 days together (roughly one per month) to provide participants with a year’s worth of CPE (40 hours). We will also schedule individual days under the title Annual CFO Forum (ACFOF).

Note: We provide conference-style materials for the CFO Series consisting of cases and the presentation slides. The sponsoring association may provide these in either electronic or paper form. Event pricing for both CFOS and ACFOF is a fixed rate per day.

Explore Knowledge Institute Topics

CFO Series

Accounting & Auditing

Finance

Ethics

Leadership & Business Management

Software, Technology & Other