Financial managers have long struggled to drive results through their financial planning and control processes. This seminar shows how to build a performance management framework, linking the company’s high-level strategic objectives to performance metrics at the individual responsibility center level. The result will be an easier to use financial planning process that produces better projections and better control.
Learn how to move the dials on every executive’s dashboard.
Topics Discussed
- Link long term strategy to short term financial plans
- Use benchmarking to determine what performance should be
- Translate corporate strategy into specific initiatives for responsibility center managers
- Learn tips for taking performance management to the responsibility center level
- Discover best practices to get the whole company pulling in the same direction
Cases and Group Discussion
This seminar includes five interactive exercises as a vehicle for group discussion.
Target Audience
Those who are, or aspire to be, upper level financial managers
Level of Knowledge
Intermediate
Acronym
MM
CPE Credit
8 hours group live
Delivery Method
Group Live
Area of Study
Accounting
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 |
Scheduling
Schedule with Driving Corporate Performance or Strategic CFO to make a 2-day seminar series.
