Author: John L. Daly
Does it seem like you spend far too much time recruiting? Do your people leave just as they become productive? If you think your turnover is because Millennials are different from earlier generations, you probably are not looking at the real source of your problem. Learn the changes you should make now!
Topics Discussed
- What a massive Gallup study says is the most important factor in employee retention
- How to prevent staff turnover?
- Hear the logical reasons why professionals leave?
- Why exit interviews are a must!
- What to do when people start defecting?
Cases and Group Discussion
This session includes three group exercises
Target Audience
Corporate and public practice managers who have professional staff working for them
Level of Knowledge
Intermediate
CPE Credit
4 hours group live
Area of Study
Business Management & Organization
Prerequisite
Minimum of six months of Management experience. 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 Business Ethics, or Cases in Corporate Ethics or Shorten Month-End or Critical Thinking Skills to make a full-day program.