2020 CFO Series

Register Now
  • Date/Time
    • Oct 19, 2020 - Dec 15, 2020
    • 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
    • Management experience helpful
  • 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 2020 CFO Series Includes:
  • October 19 - CFO & Senior Financial Management Summit (Boise)
  • November 9 - Developing Credibility – Inside and Outside the Organization (Boise and via webinar)
  • November 10 - Emotional Intelligence – What Makes Great Leaders Great? (Boise and via webinar)
  • December 14 - Advanced Skills Made Easy (Boise and via webinar)
  • December 15 - Becoming More Effective (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 2020 CPE quick and easy
  • Highlights

    October 19 - 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 9 - Developing Credibility – Inside and Outside the Organization

  • Developing Credibility: Earn Respect for Yourself and Your Team
  • It’s All About Action!
  • Effective Internal Reporting: Make Your Message Quick and Clear
  • Financial Management: 10 Tips for Success and 13 Signs of Failure

    November 10 - Emotional Intelligence – What Makes Great Leaders Great?

  • Emotional Intelligence: The Critical Factor in Success
  • Motivating the Right Way: Get the Most from Your Staff
  • Business Ethics: Cases from the Real World
  • Don’t Be the Messenger Who Gets Shot

    December 14 - Advanced Skills Made Easy

  • Advanced Planning: Balance Sheet and Cash Flow Projections
  • Advanced Cost Accounting: Assigning Overhead
  • Fixing Your Chart of Accounts
  • Avoiding Death by PowerPoint: Create Better Presentations

    December 15 - Becoming More Effective

  • Critical Thinking for Financial Professionals
  • Effective Networking: Take Control of Your Career
  • The CFO’s Role in Compensation and Bonus Plans
  • MS Word: Advanced Features
  • Advanced Prep

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


    November 9th, 8:00AM to 3:45PM

    Please select one of the following:

    November 10th, 8:00AM to 3:45PM

    Please select one of the following:

    December 14th, 8:00AM to 3:45PM

    Please select one of the following:

    December 15th, 8:00AM to 3:45PM

    Please select one of the following:


    John Daly

    John L. Daly, MBA, CPA, CMA, CPIM - is a Chelsea, Michigan based management consultant specializing in pricing strategy, strategic planning, and business turnarounds. He has taught continuing professional education seminars since 1995. Earlier in his career, Mr. Daly was Chief Financial Officer for a medium-sized Tier 1 automotive parts supplier. He has also been CFO for a large restaurant chain and COO for a manufacturer of window treatments. He began his career with five years working for the management consulting divisions of two large accounting firms. Mr. Daly is the author of Pricing for Profitability: Activity-Based Pricing for Competitive Advantage published by John C. Wiley & Sons, New York.

    Michael Gregory

    Michael Gregory

    Mike is the founder of Michael Gregory Consulting LLC, a firm that helps organizations overcome conflict and enhance effectiveness business to business, business to government and within businesses, and he is the founder of The Collaboration Effect TM, a firm that promotes Mike as a professional keynote, workshop and executive forum speaker. Mike focuses on developing leaders by exploring and applying theory practically and joining the global movement in developing life-giving organizations.

    He has been a front-line specialist, manager, midlevel manager and executive with up to 1,200 employees. He has been teaching and mentoring in this area for over 20 years. Mike has a BS from Valparaiso University, a MS from the University of Wisconsin – Madison, and an MBA from De Paul University.

    Michael Gregory is an international speaker, author and consultant. Mike is dedicated to making individuals, organizations, thought-leading entrepreneurs and executives more successful. Mike has written over 35 articles, given over 400 presentations, and written eleven books, including "Peaceful Resolutions" (also available as an eBook) and "The Servant Manager" that are available at his web pages.

    On point resources are available at www.mikegreg.com and www.collabeffect.com. Contact Mike directly at mg@mikegreg.com or at (651) 633-5311. [NSA, ASA, CVA, MBA, Qualified Mediator with the Minnesota Supreme Court]

    Dana Johnson

    Dana Johnson, PhD, CPA, CMA, and several ASQ certifications, has over thirty years of experience with a variety of industries (primarily the automotive industry) as a management consultant and educator for Fortune 100 companies and many SMEs. She is an adjunct professor for Michigan Tech and owns Johnson Professional Services LLC. Johnson has been a keynote speaker, frequent presenter at conferences and is well published in many journals. Her business is based in Minneapolis, MN.

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