CFO Series - November 2024 Webinar Bundle

Course Details

Date

Friday, November 1, 2024

9:00am – 5:00pm (Registration: 3:02am)

Location

Online

CPE Credit

8 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CPA Crossings

Prerequisites

General knowledge of CFO role.

Description

This series includes four 2-hour consecutive Friday sessions, airing live beginning November 1, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course.Æ’?_ You receive significant savings when purchasing these webinars as a bundle.Æ’?_ 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.

Highlights

All times listed are Eastern Time Zone

Week 1:Æ’?_CFO Series: Tactics to Reduce Risk: 3rd Strategy to Help ROIÆ’?_

CPE: 2

Field of Study: Auditing

Discussion Leader: Brian Maturi, MBA, FCA

Date: Friday, November 01, 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)
3) reduce risk (a much-neglected strategy)

In this third of three sessions, see 3) above, we will explore strategies to reduce risk. When risks are exhibited on the income statement - it is too late. Risk is silent and insidious. We must plan, as we have seen what happens when risk becomes real and reduces net income. We will discuss proven techniques to help your organization plan for risk before the next miscalculation. Be prepared!

Week 2:Æ’?_CFO Series: Re-invigorating Your Career: Planning Your Path

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Bob Mims, CPA

Date: Friday, November 08, 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:Æ’?_CFO Series: Successful System Implementations: Planning!

CPE: 2

Field of Study: Information Technology

Discussion Leader: Tracy Cooper, CPA

Date: Friday, November 15, 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.

Week 4:Æ’?_CFO Series: Enhancing Sales: Work with Sales to Drive Result

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Jane Mims, Ph.D.

Date: Friday, November 22, 11:00 am

Description: Sales and Accounting are not alike. In many organizations the two functions are at odds with each other, causing wasteful infighting. Often sales will undercut the accountants and vice versa. Sometimes this is inadvertent and sometimes not. Both functions should work together to achieve superior financial performance. We must take the lead and develop a better relationship with the sales function and the sales team. Oftentimes the sales incentive plans cause friction and result in counterproductive behaviors. If Accounting and Finance were to work together effectively, then net income, revenue and sales incentives would all increase. Thinking differently about how to work together will dramatically enhance financial performance. Imagine at least a five percent increase in the bottom line - we will discuss how. Working together yields superior results.

Objectives

After attending this presentation, you will be able to...

Week 1Æ’?_- Determine the issues that drive risk, identify why it matters to find the issues, and select ways to make improvement happen.

Week 2Æ’?_- Determine best practices to keep your career path vibrant, apply principles to be ready for change, then use effective tactics to prepare for new opportunities.

Week 3Æ’?_- Analyze best practices in effective system implementation, then identify what pitfalls to avoid.

Week 4Æ’?_- Recognize the roles of the sales function and sales team, determine the needs of the sales team, formulate effective incentive plans, and calculate value and profitability.

Designed For

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

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Course Pricing

WYOCPA Member Fee
$249.00

Non-Member Fee
$324.00

Your Price
$324.00

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