CFO & Senior Financial Management Summit





7:30 AM
Course Begins

8:00 AM (MT)
Course Ends

4:10 PM (MT)

Member Fee

Non-Member Fee

Your Fee Today

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Live Group Seminar
Early Registration ($50.00 discount applies before 10/22/2017)
Idaho Society of CPAs
Boise [map], ISCPA Training Facility- 1st Floor -
Mark Grajcar Dr (), Mandy Legarreta (), Paul Butcher (), Rebecca Barr (Better Business Bureau), Jerri Mizrahi (Boise State University), Bradlee E. Frazer (Hawley Troxell Ennis & Hawley LLP), Megan Ronk (Idaho Department of Commerce), Jodi Wind (Shadow Trackers)
Designed For
  • CFOs
  • CEOs
  • Corporate leaders
  • C-suite executives
  • Finance directors
  • Controllers
  • Financial Analysts

This summit, designed with the needs of CFOs and senior financial managers in mind, features a range of timely topics geared towards enhancing the skills you rely on. Join us for a day to connect with other professionals in your field, consider issues from a new angle and re-energize yourself.

Today’s Senior Financial Analysts and CFOs are expected to play diverse and challenging roles. These varied roles make these jobs more complex than ever. Allow us to help you refine the skills, network and savvy you need to keep up with your rapidly change role. 





  • 7:30 – 8:00 am 
    • Sign in - networking, continental breakfast
  • 8:00 – 8:50 am 
    • Attracting & Recruiting Skilled Staff to Idaho
      • Idaho Department of Commerce
  • 9:00 – 9:50 am 
    • Health Care Insurance Alternatives
      • Dr. Mark Grajcar, Initial Point Assured
  • 10:00 – 10:50 am 
    • Workplace Positivity
      • Mandy Legarreta, The Newsletter Pro
      • Paul Butcher, Best Places to Work in Idaho
      • Rebbecca Bar, BBB
  • 11:00 – 11:50am
    • Background Checks:  What’s Included, Why Companies Should Care & What Can Happen When They Don’t
      • Jodi Wind, Shadow Trackers
      • Never judge a book by its cover; a common saying for generations. Background checks are a valuable tool in the recruitment process. Shadow Trackers strives to assist companies in launching and maintaining a successful employment screening program. Join Jodi for a discussion about the reasons to implement a business policy of completing background checks. The recruitment process and selecting the right employee is tremendously important. Background information helps speeds up the recruitment process as well as provides a critical component in finding the right employee.
  • 12:00 – 12:50
    • Networking Lunch
  • 1:00 – 1:50
    • When IT Isn't Enough: Cybersecurity Steps for Your Business
      • Brad Frazer, Hawley Troxell
  • 2:00 – 4:10
    • Crisis Communications – Disagreeing Politely
      • Jerri Mizrahi - Personal Success Coach – BSU

    speakers subject to change

  • To provide Financial managers and CFOs with ideas which will improve their company's business processes.


  • 8:00 – 8:50 - Attracting & Recruiting Skilled Staff to Idaho
  • 9:00 – 9:50 - Health Care Insurance Alternatives
  • 10:00 – 10:50 - Workplace Positivity Panel
  • 11:00 – 11:50 - When IT Isn't Enough: Cybersecurity Steps for Your Business
  • 1:00 – 1:50 -Background Checks:  What’s Included, Why Companies Should Care and What Can Happen When They Don’t
  • 2:00 – 4:10 - Crisis Communications – Disagreeing Politely

  • None
Advanced Prep.
  • Download PDF manual (unless you purchased a printed version)
  • Test your electronic device for compatibility with the pdf manual
  • Additional Info.

    • Times listed are MST
    • Online registration closes 2 business days prior to seminar
    • You may opt to receive a printed copy of the manual for this seminar for an additional $20

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