CFO Series - February 2024 Webinar Bundle

Course Details

Date

Friday, February 2, 2024

9:00am – 5:00pm (Registration: 4:02pm)

Location

Online

Field of Study

Management

CPE Credit

8 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CPA Crossings

Prerequisites

General knowledge of CFO role.

Description

This series includes 4, 2-hour consecutive Friday sessions, airing live beginning February 2nd, 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.

Highlights

All times listed are Eastern Time Zone


Week 1:_CFO Series: Ready to be an Effective CFO? Skills to Succeed

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Anita Layton, MBA, CPA, CMA

Date: Friday, February 2, 11:00 am

Description: With all the buzz about the additional responsibilities of CFOs today, what are the essential skillsets for success? How do you excel when you are spread so thin? Becoming the multi-skilled CFO companies are looking for requires you to balance traditional responsibilities with new demands. How do you utilize your key relationships and your team to fill the gaps and make sure nothing slips through? To be effective requires a shift in the way financial leaders think and approach their day - rather than a never-ending chase after new skillsets. Thinking differently about how to accomplish the broad spectrum of CFO responsibilities is a key lesson in your essential lifelong learning. We will review many tactics to help you become even more effective.


Week 2:_CFO Series: Are Employees Assets? Today's New Employment!

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Robert Mims, CPA

Date: Friday, February 9, 11:00 am

Description: As the manager's role continues to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, but does this treatment bias our view of the people in our organization? What do the most successful organizations do, believe, and why? What are the winning organizations doing that works? If you have an opinion as to whether employees are an asset or not, this is a thoughtful, interactive discussion to highlight what works in today's new employment environment.


Week 3:_CFO Series: Tactics to Improve Bottom Line: 1st Improve ROI

CPE: 2

Field of Study: Finance

Discussion Leader: Brian Maturi, MBA, FCA

Date: Friday, February 16, 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), and 3) reduce risk (a much-neglected strategy). In this the first of three sessions, see 1) above, we will explore successful strategies to improve pricing, increase volume, and reduce risk. We will discuss proven techniques to help your organization thrive.


Week 4:_CFO Series: Measuring and Reporting - ESG and Sustainability

CPE: 2

Field of Study: Finance

Discussion Leader: Don Minges, MBA

Date: February 23, 11:00 am

Description: ESG broadly covers many of the non-financial issues every organization faces. The use of ESG as a term however conjures images to many of tree-huggers protecting rare species at the expense of jobs and growth, requirements that well-qualified candidates are not hired or passed over for promotion because they do not meet "diversity standards" and that companies are constrained by restrictive laws and regulations from conducting their business. ESG is not about limiting growth or profitability. It is about measuring non-financial information and using that information to make companies more efficient and more profitable. ESG is not a fad that will go away but a method of viewing our organizations so that they can be better and more profitable.

Objectives

Week 1- Determine the requirements of the modern-day CFO and identify tools to become a more effective leader of your organization. Then use data analytics to make critical decisions.

Week 2- Recognize the numerous significant external factors and trends in today's workplace and determine how we need to transform our management and leadership tactics to thrive in the next twenty years.

Week 3_- Determine the issues that drive the bottom line. Then identify ways to make improvement happen and determine pricing for profitability, cost control and increasing throughput.

Week 4_- Identify environmental, social and governmental efforts and distinguish how ESG efforts make organizations more efficient and profitable. Then determine the best way to measure and report on those efforts.

Designed For

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

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee
$249.00

Non-Member Fee
$324.00

Your Price
$324.00

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