Author: Jeannie Ballew

American businesses report losing $1 billion a year to unclear writing that wastes time, kills contracts and turns off customers.

Optimize your time spent in communications as a writer and a reader. Prevent your readers from sending your documents to the circular file because they are too much work to decipher. Write with clear purpose and enjoy the results and time saved.

Be part of the solution, not part of the problem – write it right the first time.

Seminar Objectives

  • Cut writing time by an average of 50%
  • Double your document’s impact
  • Identify effective writing’s key elements
  • Learn the simple, direct Effective Business Writing process
  • Edit your own and others’ documents effectively

Exercises and Discussion
This seminar combines lecture, discussion, individual hands-on practice exercises and group activities to assist participants in applying the five elements of effective business writing to an industry-specific case study. Participants will also get personalized feedback from the instructor on one of their own sample documents.

Target Audience
All professionals

Level of Knowledge
Intermediate

Acronym
EBW

CPE Credit
8 hours group live

Area of Study
Communications & Marketing

Prerequisite
Participants should have at least six months of industry experience and thorough knowledge of financial accounting principles and practices.

Advanced Preparation
Optional: Bring a one-page sample of your writing.

Comment
This highly rated seminar is an excellent in-house program for corporations and CPA firms.

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 Software

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 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, 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 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, 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 Bus. Mgt.

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 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, 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

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