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.

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