Author: John F. Levy

Leaders provide the culture, environment, values and incentives that foster and encourage change. Most importantly, great leaders create environments of trust which allow employees to challenge, innovate and work as teams. In a rapidly changing world, heartfelt leaders build great organizations. In this session, we will discuss the qualities of great leaders and how you can become a great and heartfelt leader, no matter your title or place in an organization.

Topics Discussed

  • Ethics defined
  • Are there business ethics?
  • How to identify ethical issues?
  • Deciphering your ethical code
  • Why ethical behavior is good for your business?
  • How to make ethical decisions
  • Defining leadership
  • Why trust matters?
  • Differences between leaders and managers
  • Why we need trustworthy leaders?

Case Studies and Discussion
The course material includes group discussion and case studies.

Target Audience
Those who have attained, or aspire to attain, management positions

Level of Knowledge
Intermediate

Acronym
HFL

CPE Credit
4 hours group live

Area of Study
Behavioral Ethics

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

Advanced Preparation
None

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

Scheduling

Schedule with one of our other half day seminars to provide a full day.

Explore Knowledge Institute Topics

CFO Series

Accounting & Auditing

Finance

Ethics

Leadership & Business Management

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