CFO Series - April 2024 Webinar Bundle

This series includes four 2-hour consecutive Friday sessions, airing live beginning April 5, for a total of 8 CPE. Once registered for this bundle...

4/5/2024 10:00am - 6:00pm | Online | CPA Crossings

$249.00

CPE Categories: Specialized Knowledge & Applications (8 CPE)

Description

This series includes four 2-hour consecutive Friday sessions, airing live beginning April 5, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course.¯ You receive significant savings when purchasing these webinars as a bundle.¯ The CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to attend multiple webinars of CPE with a single decision. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.

Presented by The Knowledge Institute, LLC

Target Audience

This series is for people who are, or aspire to be, chief financial officers.

Course Objectives

Week 1¯- Determine the issues that drive asset utilization and identify ways to make improvement happen. Then apply knowledge gained about the cost of capital, asset utilization, and choosing an appropriate process.

Week 2¯- Determine best practices to keep your career path vibrant. Then apply principles to be ready for change and use effective tactics to prepare for new opportunities.

Week 3¯- Determine the importance of earning trust, helping others, integrity, relationships, and communicating. Apply the skills effective leaders understand.

Week 4¯- Analyze best practices in effective system implementation and identify what pitfalls to avoid.

Subjects

All times listed are Eastern Time Zone

Week 1:¯CFO Series: Tactics to Reduce Investment: 2nd Strategy ROI

CPE: 2

Field of Study: Finance

Discussion Leader: Brian Maturi, MBA, FCA

Date: Friday, April 5, 11:00 am

Description: What do investors want? They actively pursue three key strategies; 1) improve profit (most over used strategy), 2) reduce investment (an under used strategy), and 3) reduce risk (a much-neglected strategy). In this second of three sessions, see 2) above, we will explore strategies to improve asset utilization and reduce investment. We will discuss proven techniques to help your organization thrive.

Week 2:¯CFO Series: Re-invigorating Your Career: Planning Your Path

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Robert Mims, CPA

Date: Friday, April 12, 11:00 am

Description: A career is a long time and yet looking back it appears to have been in the blink of an eye. If you have ever engaged in discussions with mentors or peer groups you may have heard the, "I wish I had ___". This course is a review of keeping you individually prepared and ready for all the various changes that will make your career. We start with where you are today and where you want to be? We discuss practical tips for professionals to be more prepared for changes that will certainly come over the course of your career. What are my career possibilities? The goal is that some of these ideas discussed will avoid more of the "I wish I had ____", and will convert them to, "I'm so glad I ____". We all have heard the maxim, "Failure to plan is planning to fail." We are planners by nature, let's plan our career and the career of those who report to us.

Week 3:¯CFO Series: Advancing Your Role as a Business Leader

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Don Minges, MBA

Date: Friday, April 19, 11:00 am

Description: Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. True leaders put in the work and make sacrifices for others. Leadership is a learned skill, a skill that must be practiced. It may look simple, and it is - only if you know what to do and how to do it. Leadership requires one to develop a greater understanding of intangibles that are difficult to quantify - but are priceless. The best leaders care about others, are trustworthy and are credible. We will discuss proven tactics to enhance those skills. Worthy for those who want to become even more valuable as a business leader.

Week 4:¯CFO Series: Successful System Implementations: Planning!

CPE: 2

Field of Study: Information Technology

Discussion Leader: Tracy Cooper, CPA

Date: Friday, April 26, 11:00 am

Description: System changes are common, so why does seemingly every new system update or installation have multiple, new problems? We will review the causes and effects, including a short-term outlook. We will focus on the best practices of successful organizations, specifically the one key task for success - proper planning. What are the steps to take? Which functions need to be involved? How can you reduce risk? These actions can be applied to small system changes, system upgrades, or large ERP systems. Do not make the same mistake over and over - learn from others who have paid the hefty price.

Prerequisites

General knowledge of CFO role.