CFO Series - August 2023 Webinar Bundle
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. Program Content:
All times listed are Eastern Time Zone
Week 1: CFO Series: Big Picture Megatrends, Big Data, Dynamic Change
Field of Study: Economics (2 CPE)
Discussion Leader: Robert Mims, CPA
Date: Friday, August 4, 11:00 am
It is easy for us to get caught up in our work, but it is better to examine the 'big picture' by studying the outside factors that impact our business beyond our internal processes and day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until they have a profound impact on us and the organization. This session is designed to review many of these current trends, while thinking and discussing how these trends can impact our organizations and us. This is a fun and lively session that is intended to be interactive with participants either live, virtual or both. Our world is changing more than many realize.
Week 2: CFO Series: Accounting for Lean: Staying in Step with Lean
Field of Study: Accounting
Discussion Leader: Don Minges, MBA
Date: Friday, August 11, 11:00 am
Description: The plodding accounting conventions of yesterday can inhibit the quickly adapting operations of today. As business processes become faster, scheduling, inventory management, and data collection must change to reflect your organization's new reality. This session will help you adapt your accounting methods as the world is changing around you.
Week 3: CFO Series: Strategy & Implementation, Prepare for Success
Field of Study: Business Management & Organization
Discussion Leader: Brian Maturi, MBA, FCA
Date: Friday, August 18, 11:00 am
Description: Does your business have an effective strategy? If you do - how well has it been implemented? This seminar will focus on developing an effective strategy but more importantly on effectively implementing the strategy so that everyone in the organization, from top to bottom, is aligned and working towards its overall success. Organizations that succeed are not accidents, they are not lucky. Every successful organization plans well and executes their strategic plan effectively. Come and learn how.
Week 4: CFO Series: Detecting Internal Fraud - he Devil You Know
Field of Study: Auditing
Discussion Leader: Tracy Cooper, CPA
Date: Friday, August 25, 11:00 am
Description: Two-thirds of small businesses will experience some form of employee fraud according to the Better Business Bureau. About 30% of business failures result from employee fraud. Current estimates indicate businesses lose 5% of their revenues to occupational fraud, and small businesses incur higher median losses when fraud occurs. Many businesses don't have adequate controls in place to prevent and detect fraud, often because of time, staff, or financial constraints. This session will discuss common frauds and fraudsters, and how to identify realistic ways for businesses to take steps to prevent becoming the next victim.Learning Objectives:
Week 1 - Recognize the impact of external factors and trends that have a direct impact on our organizations and assist our key role in applying reasoning, improvement, and methodologies to our day-to-day duties.
Week 2 - Determine the needs of those who use financial reports and focus on better metrics that your users can understand and use to make informed business decisions.
Week 3 - Go beyond the abstract discussion of strategy, distinguish attackable market segments and align your organization for success.
Week 4 - Identify a business fraud risk profile and create meaningful internal Controls and monitoring those controls.Who should attend: This series is for people who are, or aspire to be, chief financial officers. Developed By: The Knowledge Institute, LLC Instructor: Various Instructors CPE Credit: 8 Field of Study: Economics (2 CPE), Accounting (2 CPE), Business Management & Organization (2 CPE), Auditing (2 CPE) Prerequisites: General knowledge of CFO role. Advanced Preparation: None Format: Group-Internet-Based