CFO Series - April 2021 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.   
By purchasing this webinar bundle you will receive an $87 discount versus purchasing each webinar individually.  
Upon registration of this bundle, you will receive the webinar login instructions for the first session.  You will then be registered for the remaining sessions and will receive 3 additional emails with login instructions for those individual sessions.


Friday, April 9, 2021
Registration Time: 10:00am
10:00am – 12:00pm

Add to Outlook calendar

Course Type

On-line Live Vendors

CPE Credit

8.00 hours CPE credit

Field of Study

Specialized Knowledge & Applications and Taxation

Level of Knowledge


Designed For

This series is for people who are, or aspire to be, chief financial officers. We target the discussions to people in medium-sized organizations.


CPA Crossings


General knowledge of CFO role

Advanced Preparation



Week 1: CFO Series: Risk Management in a Post-Covid 

CPE: 2 

Field of Study: Specialized Knowledge & Applications

Leader:  John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.

Date: 04/09/2021

Description: Periodically a management consulting firm will package existing best practices in a new, organized way that grabs the business world's attention.  The Entrepreneurial Operating System or EOS is a method of organizing a company's human energy in a disciplined, structured way.  This session will discuss the six components of entrepreneurial operating systems and how some organizations are using them to drive better performance. 

Week 2: CFO Series: 5 Marvelous Business Books in 100 Minutes

CPE: 2 

Field of Study: Specialized Knowledge & Applications

Discussion Leader: Don Minges, MBA, The Knowledge Institute, LLC

Date: 04/16/2021

Description:  You know you should read some business books, but finding time is often hard to do.  Come get a 20-minute executive summary of five business books.  This session makes it easy to catch up with the latest thinking in five very different topics.  This seminar will include: The End of Accounting, The Right and Wrong Stuff: How Brilliant Careers Are Made and Unmade, Big Potential, Pitch Anything and Give and Take: Why Helping Others Drives Our Success.  Save time, learn the key lessons of five business books in just 100 minutes. 

Week 3: CFO Series: Microsoft 365 Apps- Teams, SharePoint & OneDrive

CPE: 2

Field of Study: Specialized Knowledge & Applications

Discussion Leader: John Higgins, CPA.CITP, CPA Crossings, LLC

Date: 04/23/2021

Description:  This session begins by taking a close look at how to use the Teams app as the foundation for your digital communication, collaboration and knowledge sharing platform. You will learn the importance of developing a Teams deployment strategy and discuss best practices. We will also demonstrate how SharePoint and OneDrive serve as your primary document storage solution in the cloud and how Teams and SharePoint connect at the hip.

Week 4: CFO Series:  Navigating the New Interest Expense Limitation

CPE: 2 

Field of Study: Taxation

Discussion Leader:  Doug Van Der Aa, CPA, JD, Van Der Aa Tax Education, LLC

Date: 04/30/2021

Description: Are you large enough to have your interest expense limited?  This program will discuss how the new 30%/50% limit works and what happens to excess interest expense.  We will examine how the new rules apply to partnerships, S and C corporations and their owners.  This session will discuss reporting on Form 8990, as well as the 2022 problem.


Week 1 - Understand what Entrepreneurial Operating Systems (EOS) are and how they can drive your organization’s performance.  
Week 2 - Understand the lessons of five recent business books
Week 3 - Review and demonstrate how the core apps of Teams, SharePoint and OneDrive provide the foundation for your Microsoft 365 deployment
Week 4 - Find out how to navigate federal interest limitation rules 


N/A (This is a webcast)
Member Fee $229.00
Non-Member Fee $229.00
Your Price $229.00

Registration for this course has passed.

View more conferences and courses

Registered for CPE? Log in to download electronic course materials.