2019 CFO Series

Register Now
  • Date/Time
    • Oct 18, 2019 - Dec 10, 2019
    • Sign In: 7:45am (MT)
    • Day 1: 8:00am - 3:45pm (MT)
    • Day 2: 8:00am - 3:45pm (MT)
    • Day 3: 8:00am - 3:45pm (MT)
    • Add to Calendar
  • Credits
    • 40.00
  • Credit Type(s)
    • Specialized Knowledge and Applications (40.00)
  • Prerequisites
    • None

  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Fields of Study
    • Controllership
    • Management
    • Personal Development
    • Personnel


The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose an entire year’s worth of CPE with a single decision! The CFO Series consists of a year’s worth of CPE including 16, two-hour topics presented by different speakers spread over three months and the ever popular CFO Summit. Arrange all 40 credits you need by signing up for just one series. 

You can register for one, two, three, four or five days - whichever works best for you. Sign up for the series and save $150!

If you are not sure about making a five-day commitment, sign up for just a single day. We think you will come back for more!

The 2019 CFO Series Includes:
  • October 18 - CFO & Senior Financial Management Summit (Boise)
  • November 11 - Budgets & Projections (Boise and via webinar)
  • November 12 - Financial Leadership (Boise and via webinar)
  • December 9 - Balance Sheet Management (Boise and via webinar)
  • December 10 - Strategy & Critical Thinking Skills (Boise and via webinar)
  • Designed For

  • CFOs
  • CEOs
  • Corporate leaders
  • C-suite executives
  • Finance directors
  • Controllers
  • Financial Analysts
  • 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
  • Highlights

    October 18 - CFO & Senior Financial Management Summit

  • CFOs and senior financial managers, when well-equipped with strong leadership skills, can act as catalysts for growth for their companies and careers. This summit, designed with the needs of senior financial leaders in mind, features a range of timely topics geared towards enhancing these skills. Join us for a day to connect with other financial professionals in Idaho, consider issues from a new angle and re-energize yourself.

    November 11 - Budgets & Projections

  • Making Predictions - We all make predictions in our personal and professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future. In the past few years, research into improving predictions has advanced. We will look at this research and current best practices in forecasting to help us prepare better budgets and projections.
  • Becoming a Great Predictor- Imagine being able to see into the future with confidence. The ability to be a great forecaster is not innate but learned. By examining great forecasters, we can learn to improve our ability to predict the future. We will examine best practices and current research to improve our ability to predict events that will affect our business.
  • Creating Great Projections and Budgets - Like going to the dentist or running on a treadmill, we know our organization’s budgeting process is good for us even though most of us dread the process. However, if we truly understand why budgeting is so important, it becomes both easier and less terrifying. This session will examine budgeting pitfalls, ways to avoid budget traps look at ways to improve the budgeting process through better measurement and reporting.
  • Why Black Swan Risks Matter - We can never perfectly predict the future. This session examines the risks that cause actual results to vary from our predictions. Often the greatest risks to our businesses are from risks we cannot possibly know. This session will look at both knowable and those unknown risks and discuss methods to deal with both known and unknown risks.

    November 12 - Financial Leadership

  • 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.

    December 9 - Balance Sheet Management

  • Balance Sheet Management - Most companies manage their income statement, but many organizations virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable problems. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. The session will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. Every organization needs these skills!
  • The Cost of Capital: Why You Should Use It - Every business needs capital, and capital has a cost. Debt and equity providers demand a return and the combination is the organization’s cost of capital. This session discusses how to calculate the cost of capital, how to use it to make superior business decisions every day and some common ways organizations misuse this number.
  • Debt versus Equity: Which Will Your Organization Need Next? - Your organization needs capital and there are numerous financing alternatives. How do you choose whether to raise debt or equity? What are the key considerations and the advantages of each?
  • Build Your Personal Net Worth - By the nature of our work and training, financial professionals are more sophisticated than the general population about their own personal finances. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied with the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas that will add to and reinforce what you may already be doing.

    December 10 - Strategy & Critical Thinking Skills

  • Accounting Fast and Slow: Thinking About Thinking - Do we really understand why we, and our companies, make the decisions we do? We may believe that we make decisions only after acquiring all the facts, carefully considering all the alternatives and logically choosing the best option. However, Nobel prize-winner in Economics Daniel Kahneman and his long-time collaborator Amos Tversky have proven in numerous experiments and studies that we make most decisions by intuition and not analysis. We will examine Kahneman and Tversky’s groundbreaking work and its implications on us, our companies and the accounting profession.
  • Avoid Failure: Succeed Through Experimentation - Business literature often tells the stories of epic blunders, people who have attempted great achievements, yet failed spectacularly in the attempt. Study after study has shown that great successes rarely occur as the result of a giant leap, but rather from disciplined experimentation that builds on a foundation of learning and discovery. This session will help put you on a path of continuous achievement by teaching you how to experiment and create enduring progress.
  • Aligning Budgets to Strategy: The Key to Profitability - In most organizations, strategic planning and budgeting are separate processes, making them out of alignment from their inception. This session explores a practical “real world” planning approach that aligns spending to long-term strategy, creates a culture of accountability and responsibility, and might actually be fun when everyone gets on board. The result will create a model for your organization’s future growth and profitability.
  • The Finance Team of Tomorrow - Best financial management practices have changed considerably in the last twenty years and are likely to continue to change for years to come. New tools continually make us more efficient. If we ignore our professions advances, we will eventually become as obsolete as a ten key calculator. This session will discuss current best practices that you may not have implemented and other techniques that are likely to become best practices of the future.
  • 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 cpe@idcpa.org if you have any questions.

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