The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach. Each CFO Series A is new material every year. (Our CFO Series B is the previous year’s Series A, for those who missed the previous year’s CFO Series A.)
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 has been very successful, attracting high registrations each day. Each individual day of the Series stands on its own.
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.
Areas of Study – Series A
- Day 1 – Advanced Profit Enhancements – 4 hours Finance, 2 hours Auditing & 2 hours Bus. Management
- Day 2 – Chief Reviewer – 4 hours Auditing, 2 hours Tax & 2 hours Information Technology
- Day 3 – Employees Today and Tomorrow – 6 hours Business Management & 2 hours Personal Development
- Day 4 – The Effective CFO – 4 hours Business Management, 2 hours Finance & 2 hours Accounting
- Day 5 – Management Superpowers – 6 hours Bus Management & 2 Personal Development
Areas of Study – Series B
- Day 1 – Planning for the Long Term – 2 hours Finance, 2 hours Accounting & 4 hours Bus. Management
- Day 2 – Big Picture Mega-Trends and Risks – 4 hours Economics, 2 hours Behavioral Ethics & 2 hours Bus. Management
- Day 3 – Skills for 2024 and Beyond – 2 hours Finance, 2 hours Accounting & 4 hours Bus. Management
- Day 4 – Staying Ahead in a Dynamic Economy – 2 hours Finance, 2 hours Auditing & 2 hours Information Technology & 2 hours Personal Development
- Day 5 – Today’s Staff Retention and Accounting – 4 hours Accounting & 4 hours Bus ManagementAlternate
- 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.
Scheduling
Contact Lisa Thornton, Lisa@TheKnowledgeInstitute.com, or Don Minges, Don@TheKnowledgeInstitute.com
Target Audience
This series is for people who are, or aspire to be, Chief Financial Officers: including Controllers, Accountants, Financial Planning & Analysis leaders, Auditors, Corporate Financial Leaders, CEOs, and Board members. Many CPAs in public practice take the CFO Series every year to gain valuable insights to assist their clients. Also, those transitioning to the next stage as well as younger professionals wanting to gain a greater understanding. We target the discussions to professionals in medium-sized organizations.
2024 CFO Series A
CFO Series Day A-1
Advance Profit Enhancements
Topics Discussed | Credits |
---|---|
Tactics to Improve Bottom Line: First Strategy to Improve ROI | 2 Finance |
Tactics to Reduce Investment: Second Strategy to Improve ROI | 2 Finance |
Tactics to Reduce Risk: Third Strategy to Improve ROI | 2 Auditing |
Bridging the Gap with Marketing Management: The Four Ps | 2 Business Management |
Level of Knowledge: Intermediate
CPE Credit: 2 Business Management & Organization, 4 Finance and 2 Auditing credits
Acronym: CFOS1-24
Vendor: The Knowledge Institute, LLC
Discussion Leaders:
Richard Karwic. MBA; Steven Boussom, CPA; Don Minges, MBA; Robert Angell, MS, CPA; Robert Berry, CPA; Anita Layton, CPA, CMA, MBA; Paul Harrison, MBA, CPA, CFP; Brian Maturi, MBA, FCA; Bob Mims, CPA
CFO Series Day A-2
Chief Reviewer
Topics Discussed | Credits |
---|---|
Aren’t We All Auditors? All the Time? | 2 Auditing |
Audits Begin With the Right Questions: Listen | 2 Auditing |
What We Can Do to Minimize Taxes: Without Danger | 2 Tax |
Successful System Implementations: Planning! | 2 Information Technology |
Level of Knowledge: Intermediate
CPE Credit: 4 Auditing, 2 Tax, & 2 Information Technology
Acronym: CFOS2-24
Vendor: The Knowledge Institute, LLC
Discussion Leaders:
Robert Berry, CPA; Steve Boussom, CPA; Tracy Cooper, CPA; Bob Mims, CPA; Don Minges, MBA
CFO Series Day A-3
Employees Today and Tomorrow
Topics Discussed | Credits |
---|---|
Are Employees Assets? Today’s New Employment | 2 Business Management & Organization |
The ROI on Your People? Maximizing Returns | 2 Business Management & Organization |
Understand and Enhance the Employee Life Cycle | 2 Personal Development |
Re-Invigorating Your Career: Planning Your Path | 2 Business Management & Organization |
Level of Knowledge: Intermediate
CPE Credit: 2 Personal Development and 6 Business Management & Organization credits
Acronym: CFOS3-24
Vendor: The Knowledge Institute, LLC
Discussion Leaders:
Robert Angell, MS, CPA; Robert Berry, CPA; Steve Boussom, CPA; Tracy Cooper, CPA; Richard A. Karwic, MBA; Brian Maturi, MBA, FCA; Bob Mims, CPA; Jane Mims, Ph.D.; Don Minges, MBA; Paul Harrison, MBA, CPA, CFP
CFO Series Day A-4
The Effective CFO
Topics Discussed | Credits |
---|---|
Enhancing Sales: Work with Sales to Drive Results | 2 Business Management & Organization |
Growth Opportunities for CFOs: Value Added CFOs | 2 Finance |
Ready to be an Effective CFO? Skills to Succeed | 2 Business Management & Organization |
Measuring and Reporting – ESG and Sustainability | 2 Accounting |
Level of Knowledge: Intermediate
CPE Credit: 4 Business Management and Organization, 2 Accounting, and 2 Finance credits
Acronym: CFOS4-24
Vendor: The Knowledge Institute, LLC
Discussion Leaders:
Robert Angell, MS, CPA; Robert Berry, CPA; Gary Cokins, MBA, CPIM; Steve Boussom, CPA; Richard A. Karwic, MBA; Anita Layton, CPA, CMA, MBA; Brian Maturi, MBA, FCA; Bob Mims, CPA; Don Minges, MBA
CFO Series Day A-5
Management Superpowers
Topics Discussed | Credits |
---|---|
Five Management Superpowers | 2 Business Management & Organization |
Accepting Perfectionists: Understanding & Adapting | 2 Business Management & Organization |
Why You Should Be a Learn-a-holic: Staying Ahead | 2 Personal Development |
Advancing Your Role as a Business Leader | 2 Business Management & Organization |
Level of Knowledge: Intermediate
CPE Credit: 2 Personal Development, and 6 Business Management & Organization credits
Acronym: CFOS5-24
Vendor: The Knowledge Institute, LLC.
Discussion Leaders:
Robert Angell, MS, CPA; Robert Berry, CPA; Steve Boussom, CPA; Tracy Cooper, CPA; Anita Layton, CPA, CMA, MBA; Richard A. Karwic, MBA; Brian Maturi, MBA, FCA; Bob Mims, CPA; Jane Mims, Ph.D.; Don Minges, MBA
5 Day Series Credits Total: 2 Accounting, 6 Auditing, 6 Finance, 16 Business Management & Organization, 4 Personal Development, 2 Information Technology, 2 Tax and 2 Business Management.
2024 CFO Series B
CFO Series Day B-1
Planning for the Long Term
Topics Discussed | Credits |
---|---|
Strategy and Implementation, Foundations for Success | 2 Business Management & Organization |
Best Practices EVA/RCE: Metrics to Gauge Real Performance | 2 Finance |
Innovation for Continued Success: Sustaining the Organization | 2 Business Management & Organization |
Accounting for Lean & Agile: Staying in Step with Lean Operations | 2 Accounting |
Level of Knowledge: Intermediate
CPE Credit: 4 Business Management & Organization, 2 Finance and 2 Accounting credits
Acronym: CFOS1-23
Vendor: The Knowledge Institute, LLC
Discussion Leaders:
Brian Maturi, MBA, FCA; Robert Angell, MS, CPA: Richard Karwic, MBA; Anita Layton, MBA, CPA, CMA; John Daly, MBA CPA, CMA, CPIM
CFO Series Day B-2
Big Picture Mega-Trends and Risks
Topics Discussed | Credits |
---|---|
Big Picture Mega-Trends, Big Data, and World We Now Face | 2 Economics |
Cryptocurrencies for the CFO: Explaining Blockchain | 2 Economics |
Deceit and the Whys Behind the Lies: Understanding Ethics | 2 Behavioral Ethics |
Office Politics: Navigating the Minefield | 2 Business Management & Organization |
Level of Knowledge: Intermediate
CPE Credit: 4 Economics, 2 Behavioral Ethics, & 2 Business Management & Organization credits
Acronym: CFOS2-23
Vendor: The Knowledge Institute, LLC
Discussion Leaders:
Bob Mims, CPA; Robert Berry, CPA; Brian Maturi, MBA, FCA; Robert Angell, MS, CPA; Anita Layton, CPA, CMA, MBA
CFO Series Day B-3
Skills for 2024 and Beyond
Topics Discussed | Credits |
---|---|
Diversity, Equity, and Inclusion (DEI) Done Right: Lessons from Change Agents | 2 Business Management & Organization |
Accomplishments Follow Failures: Success Through Experimentation | 2 Business Management & Organization |
Getting the Most When Selling a Business: Little Details to Get Top Value | 2 Finance |
Measure What Matters: Identify the ‘Right’ KPIs and Metrics | 2 Accounting |
Level of Knowledge: Intermediate
CPE Credit: 4 Finance and 4 Business Management & Organization credits
Acronym: CFOS3-23
Vendor: The Knowledge Institute, LLC
Discussion Leaders:
Brian Maturi, MBA, FCA; Bob Mims, CPA; Robert Angell, MS, CPA; Don Minges, MBA
CFO Series Day B-4
Staying Ahead in a Dynamic Economy
Topics Discussed | Credits |
---|---|
Cybersecurity for the CFO: Ransomware and Beyond | 2 Information Technology |
Detecting Internal Fraud: Expect the Unexpected | 2 Auditing |
Mergers and Acquisitions: Tips and Speed Bumps to Avoid | 2 Finance |
Transition Smoothly in Business: Success and Fun in Your New Role | 2 Personal Development |
Level of Knowledge: Intermediate
CPE Credit: 2 Information Technology, 2 Auditing, 2 Finance & 2 Personal Development credits
Acronym: CFOS4-23
Vendor: The Knowledge Institute, LLC
Discussion Leaders:
Tracy Cooper, CPA; Robert Berry, CPA; Richard Karwic, MBA; Bob Mims, CPA Robert Angell, MS, CPA
CFO Series Day B-5
Today’s Staff Retention and Accounting
Topics Discussed | Credits |
---|---|
Staff Retention: Attract and Keep the Best People | 2 Business Management & Organization |
Accounting for Equity Compensation Plans: Beware of the Pitfalls | 2 Accounting |
Inventory Accounting: GAAP, Software and Variance Recognition | 2 Accounting |
Awesome Business Lessons from the Past: Learn from the Best! | 2 Business Management & Organization |
Level of Knowledge: Intermediate
CPE Credit: 4 Accounting, and 4 Business Management & Organization credits
Acronym: CFOS5-23
Vendor: The Knowledge Institute, LLC.
Discussion Leaders:
Richard Karwic, MBA ; Tracy Cooper, CPA; John L. Daly, MBA, CPA, CMA, CPIM; Don Minges, MBA
5 Day Series Credits Total: 8 Accounting, 2 Auditing, 6 Finance, 14 Business Management & Organization, 4 Economics, 2 Personal Development, 2 Information Technology and 2 Behavior Ethics credits.
CFO Series Alternate Day B-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 |
Level of Knowledge: Intermediate
CPE Credit: 8 Accounting credits
Acronym: CFOS6-23
Vendor: The Knowledge Institute, LLC.
Discussion Leaders:
Gary Cokins, MBA, CPIM
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.