This series includes four 2-hour consecutive Friday sessions, airing live beginning October 4, for a total of 8 CPE. Once registered for this bund...
10/4/2024 10:00am - 6:00pm | Online | CPA Crossings
Members: $249.00, Non-members: $349.00
CPE Categories: Auditing (4 CPE), Specialized Knowledge & Applications (2 CPE), Personal Development (limited to 30%) (2 CPE)
This series includes four 2-hour consecutive Friday sessions, airing live beginning October 4, 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
This series is for people who are, or aspire to be, chief financial officers.
After attending this presentation, you will be able to...
Week 1 - Identify why listening skills are crucial for all leaders and for any professional who audits others' work, then apply a deeper understanding of the psychology behind how powerful auditing can be when done by a more insightful and purposeful manager who wants to drive his/her skills.
Week 2 - Identify how to view enterprise and corporate performance management (EPM/CPM) as the seamless integration of managerial methods rather than as a process; distinguish how business analytics is an advance over business intelligence and where Big Data fits in; identify and differentiate strategic KPIs in a balanced scorecard and operational performance indicators (OPIs) in dashboards; calculate product, service-line, channel, and customer profitability for analysis, insights, and actions; apply "predictive accounting" for capacity-sensitive driver-based budgets / rolling financial forecasts, what-if analysis, and outsourcing decisions; identify how to overcome implementation barriers such as behavioral resistance to change and fear of being held accountable.
Week 3 - Analyze your role in your organization, apply your auditing skills to your professional and personal life, then evaluate communication strategies to solve organizational problems.
Week 4 - Recognize the importance of being a continual learner, identify your unique learning style, and apply new techniques to become a learn-a-holic.
The major topics that will be covered in this course include:
All times listed are Eastern Time Zone
Week 1: CFO Series: Audits Begin with The Right Questions: Listen!
CPE: 2
Field of Study: Auditing
Discussion Leader: Bob Mims, CPA
Date: Friday, October 04, 11:00 am
Description: Technology has boundless memory and can store all the answers, unlike humans. Regardless, technology and AI cannot discern the right questions to ask. Asking the right questions separates successful professionals from mediocre professionals. This session will take a big-picture approach and redefine auditing in a broader perspective which will deepen your skills, perspective, and know-how. The truth is that all professionals are auditors. We will illustrate three types of audits and dive into the most fundamental aspects of our daily work-lives that need constant attention, not seasonal treatments. We will show how to become a better listener and to ask better questions!
Week 2: CFO Series: Growth Opportunities for CFOs: Value Added CFOs
CPE: 2
Field of Study: Finance
Discussion Leader: Gary Cokins, MBA CPIM
Date: Friday, October 11, 11:00 am
Description: Many CFOs place too much emphasis on external financial and statutory compliance reporting for government regulatory agencies and not enough on corporate performance management (CPM) methods including internal management accounting. The former is for valuation (e.g., inventories and COGS). The latter is for "creating wealth value" to support better decisions. This course provides tools and information for how CFOs can transition from bean counters to bean growers. The best CFOs not only keep score, which is necessary, but they enable the organization to score more, which is much more valuable.
Week 3: CFO Series: Aren't We All Auditors? All the Time
CPE: 2
Field of Study: Auditing
Discussion Leader: Don Minges, MBA
Date: Friday, October 18, 11:00 am
Description: Audits involve testing, review, examination, and verification. However on another level - we audit procedures, reports at work, who fulfilled commitments, systems, other people's driving skills, deliveries, etc. We all audit everything all the time and that is wonderful. Auditing skills are valuable and necessary for our professional success and personal happiness. Every professional will audit what they encounter, including us. In this course, we will illustrate how continuous auditing skills are valuable, all the time. Whether you are an auditor or not, our role as a business leader IS to audit continuously! Better leaders have these audit skills.
Week 4: CFO Series: Why You Should Be a Learnaholic: Staying Ahead!
CPE: 2
Field of Study: Personal Development
Discussion Leader: Jane Mims, Ph.D.
Date: Friday, October 25, 11:00 am
General knowledge of CFO role.
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