CFO Series – Financial Leadership

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  • Date/Time
    • Nov 12, 2019
    • Sign In: 7:45am (MT)
    • Program: 8:00am - 3:45pm (MT)
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  • Location
    • ISCPA Enrichment Center
      1649 W Shoreline Drive #202
      Boise, ID 83702
    • Map
  • Credits
    • 8.00
  • Credit Type(s)
    • Business Management & Organization (8.00)
  • Prerequisites
    • Management experience helpful

  • Vendor
    • Executive Education Inc
  • Level
    • Intermediate
  • Fields of Study
    • Business Management & Organization
    • Controllership
    • Finance
    • Management
  • Message
    • 1/2 hour lunch included


  • The CFO Series provides extensive case study analysis and many opportunities for group discussion.
  • Designed For

  • This series is for people who are, or aspire to be, chief financial officers.
  • The discussions will be most appropriate for people in medium-sized organizations
  • Objectives

  • This series was designed with the needs of CFOs and senior financial managers in mind and is geared towards enhancing the skills you rely on.
  • To provide Financial managers and CFOs with ideas which will improve their company's business processes.
  • Make planning your 2019 CPE quick and easy

    You do not have to register for the entire 2019 CFO Series - You may register for any day or any combination of days. Registering for the entire series saves you $150! Click here to save

  • Highlights

    The day will be broken into 4 sections:

    Tell Me a Story

    Everyone enjoys a good story. Stories create mental pictures, stimulate critical thinking and provide concrete examples of theoretical concepts. Learn to become a memorable speaker who can move, motivate and lead others through the craft of storytelling. Don’t just simply relay your financial results. Discover how to mesmerize your company’s audiences in a way that makes it easy for them to come away motivated for action that can improve their bottom-line. Remember, if the audience didn’t get the message, you probably delivered it in an unmemorable way! Boost your business communication effectiveness through the medium of storytelling.

    Heartfelt Leadership: How Ethical Leaders Build Trusting Organizations

    Leaders provide the culture, environment, values and incentives that foster and encourage change. Most importantly, great leaders create environments of trust that allow employees to challenge, innovate and work as teams. In a rapidly changing world, heartfelt leaders build great organizations. Understand the qualities of a great leader and find out how you can become a great and heartfelt leader no matter your title or place in an organization.

    8 Attributes of Every Winner

    What makes someone successful?  What do they do differently?  The answer is - a lot.  Successful people have a plan that we all can follow.  This session will review the steps and actions successful people take and how we all can become more successful!  If you want to succeed and hate to fail, this session is for you.

    Accounting Reimagined: The Future of Our Profession

    In a world of too much constantly changing information, the challenge for financial professionals is how to provide the right amount of information at the right time and in the right way.  How can we create truly innovative finance departments?  Learn a few simple steps you can take now to create a 21st century finance department, which will add true value to your company.

    Advanced Prep

  • Download manual and test usability prior to morning of seminar
  • Bring a calculator
  • Register Now

    Registration is closed. Please contact ISCPA at 208-344-6261 or email if you have any questions.


    John Levy

    John Levy

    John F. Levy is the CEO of Board Advisory, a firm that assists public companies, or companies aspiring to be public, with corporate governance, compliance, financial reporting and financial strategies. He has nine years’ experience with three large public accounting firms and served as CFO of both public and private companies. John currently sits on the boards of three public companies and three non-profits, serving as Chairman of one company and audit committee chair of another. He graduated from the University of Pennsylvania’s Wharton School of Business.

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