Author: John F. Levy
The first years of the 21st century have seen unprecedented changes in the roles and demands on corporate and nonprofit directors. Board members now cope with ever-fuller agendas, greater potential liability and increasing demands by shareholders, regulators, activists and the government.
This seminar discusses the legal and ethical responsibilities of directors and the special responsibilities of audit committee members.
Topics Discussed
- The changing role of directors
- The impact of constituent activism on ethical and legal responsibilities
- The impact of recent business failures, Sarbanes-Oxley and Dodd-Frank
- The meaning of “Fiduciary Duty” and its impact on responsibilities
- The “Business Judgment Rule”
- The importance of directors and officer’s insurance, and what to look for in policies
- Responsibilities of various committees
- Audit committee qualifications
- The Audit Committee “Financial Expert”
- The skills and experience needed for new board members
- How to work with your organization’s board
- How to be the best director you can be!
Cases and Group Discussion
This seminar includes group discussion of eight case studies.
Target Audience
This seminar is for those who serve, or aspire to serve, on a board of directors or finance professionals who work with the boards of their organizations. The seminar discusses public, private and not-for-profit boards.
Level of Knowledge
Intermediate
Acronym
TCD
CPE Credit
8 hours group live
Field of Study
Behavioral Ethics, Business Management & Organization
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 one of our full day seminars such as Acquisitions to Grow the Business or Finance and Innovation to provide a 2-day series.