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 |
| Effective Management Accounting | 2 Accounting |
| Driver-Based Budgeting | 2 Accounting |
| Business Intelligence and Data Analytics | 2 Accounting |
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.
