Description

This series includes 4, 2-hour consecutive Friday sessions, airing live beginning November 3, 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 this webinar 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

Instructor: Various Instructors

Target Audience

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

Course Objectives

Week 1 - Determine multiple approaches to minimize negative office politics and enhance the performance of your people and entire organization.

Week 2 - Better understanding of GAAP accounting for inventory, and the many details that must be addressed for accurate inventory accounting.

Week 3 - Explore and explain cryptocurrencies and blockchain and understand how these new technologies have, and will continue to, impact industry.

Week 4 - Identify the key considerations when preparing to exit the business to achieve optimal sales price and understand some of the key issues to consider when preparing to sell a business.

Subjects

All times listed are Eastern Time Zone

Week 1: CFO Series: Office Politics: Navigating the Minefield

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Robert Mims, CPA

Date: Friday, November 3, 11:00 am

Description: Office politics can derail careers and destroy organizations. It exists, and we will provide solutions towards improving the workplace dynamic. Using office politics for good can be constructive. This session will cover the core elements of office politics and ways in which they may be solved, so the organization can thrive. If you have seen first-hand the destructive power of negative office politics, this seminar will be enlightening.

Week 2: CFO Series: Inventory Accounting - GAAP, Software and Variances

CPE: 2

Field of Study: Accounting

Discussion Leader: Brian Maturi

Date: Friday, November 10, 11:00 am

Description: Proper inventory accounting is deceptively complicated. Do you desire accuracy? Do you desire to become more thorough in inventory accounting, or need to refresh and strengthen your inventory accounting skills? This session helps you get there quickly, and focuses on the crucial components of inventory GAAP, inventory software, and methods for dealing with variances.

Week 3: CFO Series: Cybersecurity for CFO: Ransomware and Beyond

CPE: 2

Field of Study: Information Technology

Discussion Leader: Tracy Cooper, CPA

Date: Friday, November 17, 11:00 am

Description: Cyber-crime has increased by over 500% since the start of the pandemic. Many financial leaders are tasked with overseeing computer security, which is typically outsourced. Recall the maxim, trust but verify. Why do we not inspect those we pay to manage our cybersecurity? How many backup plans should we have? Verizon reports that 44% of all data breaches by companies with less than 1,000 employees were caused by malicious employees. How do you test for security? Is insurance enough? What is the 'worst thing that could happen' and how do you prepare for it? We will review a multi-step plan on how to enhance your data integrity. Be prepared, because at the end of day, you will be held accountable and responsible for cybersecurity.

Week 4: CFO Series: Get the Most When Selling a Business: Tactics

CPE: 2

Field of Study: Finance

Discussion Leader: Don Minges, MBA

Date: December 1, 11:00 am

Description: Every business will be sold eventually. When you have built a great business and decide to move on, you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This course helps CEOs, entrepreneurs, CFOs, Board members, controllers, and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time.

Prerequisites

General knowledge of CFO role.