2021 CFO Series

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  • Credits
    • 40.00
  • Credit Type(s)
    • Accounting (8.00)
    • Auditing (6.00)
    • Business Management & Organization (18.00)
    • Ethics (4.00)
    • Finance (4.00)
  • Prerequisites
    • Management experience helpful

  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Fields of Study
    • CFO Series
    • Personal Development

Description

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 $170! Each day is offered in-person or virtually for your convenience and run from 8am to 3:45pm MT.

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 2021 CFO Series Includes:
  • September 16 - CFO & Senior Financial Management Summit
  • November 8 - Numbers Rule The World
  • November 9 - Be The Best
  • December 6 - Preparing For Growth
  • December 7 - Cash Management
  • September 16 - 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 8 - Numbers Rule The World

    • Numbers Rule the World, But They Don’t Speak the Words
    • Ethics in the Real World
    • Controlling Management Continuity Risk
    • 5 Marvelous Business Books in 100 Minutes 

    November 9 - Be The Best

    • Advanced Negotiating Skills:  Beyond Getting to Yes
    • Driving Performance with EOS
    • Risk Management in a Post-COVID World
    • Corporate Ethics: Cases for the Real World 

    December 6 - Preparing For Growth

    • Advanced Capital Budgeting for Effective Decisions
    • Optimizing Working Capital Management
    • Preparing for the Unexpected: Look at What has Happened
    • Closing Best Practices: Shorten Month-End 

    December 7 - Cash Management

    • A/R and A/P: Effective Management Techniques
    • Cash Management Techniques
    • Cash Forecasting, Reporting and Metrics
    • Better Meetings: Make Meetings Fun & Productive

    Designed For

  • CFOs
  • CEOs
  • Corporate Leaders
  • C-suite Executives
  • Finance Directors
  • Controllers
  • Financial Analysts
  • Those who aspire to be CFOs 
  • 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 2021 CPE quick and easy
  • Highlights

    September 16 - 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 8 - Numbers Rule The World

    Session 1:  Numbers Rule the World, But They Don’t Speak the Words

    2 Business Management & Organization credits

    How can a numbers person master words and communication in an ever-changing and social dynamic?  This session will reveal common communication mistakes financial professionals make and suggest practical solutions.  We will discuss proven techniques to effectively deliver your numbers so your audience will understand.

    Topics discussed include:

    • When should I text, email, phone, or meet?
    • How to write emails that people read
    • How to say “no” tactfully
    • How to communicate information so others understand
    • Identifying the big picture and your communications role

    Objective:  Learn how to deliver your numbers so your stakeholders understand them.

    Session 2:  Ethics in the Real World

    2 Behavioral Ethics credits

    Business ethics is not just something “nice to do” but can mean the difference between success, failure, and survival in today’s increasingly competitive environment.  

    This seminar outlines eight steps to create an ethical business culture and provides specific ways for financial managers to make better ethical decisions.

    Objective:  Learn how to assess the value of ethics in today’s business environment.

    Session 3:  Controlling Management Continuity Risk

    2 Auditing credits

    Does your organization risk operational disruption due to a key personnel loss?  Are your internal auditors and risk management personnel routinely assessing your exposure to loosing key skills? This session could help your organization prevent its next crisis.

    Objective:  Understand how to evaluate and manage management continuity risk.

    Session4:  5 Marvelous Business Books in 100 Minutes

    2 Business Management & Organization credits

    You know you should read some business books, but finding time is often hard to do.  Come get a 20-minute executive summary of five business books.  This session makes it easy to catch up with the latest thinking in five very different topics.  This seminar will include: The End of Accounting, The Right and Wrong Stuff: How Brilliant Careers Are Made and Unmade, Big Potential, Pitch Anything and Give and Take: Why Helping Others Drives Our Success.  Save time, learn the key lessons of five business books in just 100 minutes.  

    Objective:  Understand the lessons of five recent business books.  

    November 9 - Be The Best

    Session 1:  Advanced Negotiating Skills:  Beyond Getting to Yes

    2 Business Management & Organization credits

    Anytime someone says, "I want," "I need," or "Will you," you are in a negotiation.  

    For decades, the negotiation techniques described in "Getting to Yes" by Fisher and Ury of the Harvard Negotiations Project were the world's standard negotiation methods.  These techniques involved collaborative methods for discovering how to make the "pie" bigger and then split it.  

    More recent research on human psychology has revealed new methods that will allow you to do even better.  Sometimes, you cannot settle for getting half of what you want.  Sometimes you must have it all.  This session explores negotiating's human side, to give you powerful people skills that will let you get more.

    Objective:  Understand how human psychology techniques can improve your negotiating skills.

    Session 2:  Driving Performance with EOS

    2 Business Management & Organization credits

    Periodically a management consulting firm will package existing best practices in a new, organized way that grabs the business world's attention.  The Entrepreneurial Operating System or EOS is a method of organizing a company's human energy in a disciplined, structured way.  This session will discuss the six components of entrepreneurial operating systems and how some organizations are using them to drive better performance.  

    Objective:  Understand what Entrepreneurial Operating Systems (EOS) are and how they can drive your organization’s performance. 

    Session 3:  Risk Management in a Post-COVID World

    2 Auditing credits

    With each new crisis, surviving organizations revise their risk management plans, often modeling situations which look like the one just past.  Whatever crisis troubles your organization next, it is not likely to be another pandemic, but may resemble some other crisis from the distant past.

    Research shows that top-performing organizations do no better than their mediocre-performing peers at predicting the next crisis.  However, because they do a better job at planning for something, they are better prepared when something else happens because they have the most important pieces of the solution in place.  

    Get your organization, and your family, prepared for the next crisis that may affect you!

    Objective:  Understand the risk management lessons of the COVID-19 epidemic.

    Session 4:  Corporate Ethics: Cases for the Real World  

    2 Regulatory Ethics credits

    Anyone who has ever attended a lecture-format ethics seminar knows there is a better way.  This session provides an opportunity for lively group discussion of real world, ethical dilemmas.

    Corporate Ethics examines five cases drawn from real-life business conflicts involving corporate financial managers.

    Objective:  Understand how to apply ethical standards to real world situations.

    December 6 - Preparing For Growth

    Session 1:  Advanced Negotiating Skills:  Beyond Getting to Yes

    2 Business Management & Organization credits

    Anytime someone says, "I want," "I need," or "Will you," you are in a negotiation.  

    For decades, the negotiation techniques described in "Getting to Yes" by Fisher and Ury of the Harvard Negotiations Project were the world's standard negotiation methods.  These techniques involved collaborative methods for discovering how to make the "pie" bigger and then split it.  

    More recent research on human psychology has revealed new methods that will allow you to do even better.  Sometimes, you cannot settle for getting half of what you want.  Sometimes you must have it all.  This session explores negotiating's human side, to give you powerful people skills that will let you get more.

    Objective:  Understand how human psychology techniques can improve your negotiating skills.

    Session 2:  Driving Performance with EOS

    2 Business Management Organization credits

    Periodically a management consulting firm will package existing best practices in a new, organized way that grabs the business world's attention.  The Entrepreneurial Operating System or EOS is a method of organizing a company's human energy in a disciplined, structured way.  This session will discuss the six components of entrepreneurial operating systems and how some organizations are using them to drive better performance.  

    Objective:  Understand what Entrepreneurial Operating Systems (EOS) are and how they can drive your organization’s performance. 

    Session 3:  Risk Management in a Post-COVID World

    2 Auditing credits

    With each new crisis, surviving organizations revise their risk management plans, often modeling situations which look like the one just past.  Whatever crisis troubles your organization next, it is not likely to be another pandemic, but may resemble some other crisis from the distant past.

    Research shows that top-performing organizations do no better than their mediocre-performing peers at predicting the next crisis.  However, because they do a better job at planning for something, they are better prepared when something else happens because they have the most important pieces of the solution in place.  

    Get your organization, and your family, prepared for the next crisis that may affect you!

    Objective:  Understand the risk management lessons of the COVID-19 epidemic.

    Session 4:  Corporate Ethics: Cases for the Real World  

    2 Regulatory Ethics credits

    Anyone who has ever attended a lecture-format ethics seminar knows there is a better way.  This session provides an opportunity for lively group discussion of real world, ethical dilemmas.

    Corporate Ethics examines five cases drawn from real-life business conflicts involving corporate financial managers.

    Objective:  Understand how to apply ethical standards to real world situations.

    December 7 - Cash Management

    Session 1:  A/R and A/P: Effective Management Techniques

    2 Accounting credits

    Our responsibility to safeguard our organization’s assets has not changed in the 21st Century, but our tools have.  New tools now allow us to more efficiently and effectively manage and control all the aspects of accounts receivable and payables.  This session will help you save time on routine tasks.  We can use the time saved to become better business partners.  This session will discuss how we can leverage our accounts receivable and accounts payable skills to add value and help our organization succeed.

    • Leverage technology to manage A/R and A/P
    • Structure A/R to provide your organization a strategic advantage
    • Ten ways to collect your money
    • Make A/P a tool to enhance our Supply Chain’s potential
    • Use benchmarking metrics to manage and track the effectiveness of A/R and A/P in cash management

    Session 2:  Cash Management Techniques

    2 Accounting credits

    Cash is “King”, but it does not manage itself.  This session will explore short-term, mid-term, and long-term cash management techniques and attempt to answer these issues:

    • How can we shorten the cash conversion cycle? 
    • How can we use technology to improve receipts?
    • How working with vendors and customers can help cash management efforts.
    • How working capital loans depend on our collateral and overall debt capacity.
    • How banks and other lenders fit into our long-term cash and capital needs.

    Session 3:  Cash Forecasting, Reporting and Metrics

    2 Accounting credits

    Some organizations manage their cash in a reactive fashion, responding to cash requirements as they happen.  This helter-skelter approach can be inefficient, chaotic, and extremely dangerous.  Proper cash management requires planning and forecasting.  This session explores the methods and models to help you understand which ones would work best for your organization.  Additionally, this session will identify common cash metrics we should consider sharing with key stakeholders. 

    Session 4:  Better Meetings: Make Meetings Fun & Productive

    2 Business Management & Organization credits

    Most meetings are a snooze-fest; they waste time and prevent you from getting work done. Why do some businesses have productive meetings and others do not? Do we really need to have a meeting? What are the alternatives?  This session discusses many proven tactics to make your meetings highly productive. The techniques can help you and your organization, whether you are in the C-suite or starting your career.  Learn how to lead meetings that are productive and fun.

    Advanced Prep

  • Download manual and test usability prior to morning of seminar
  • Have a calculator easily accessible
  • Register Now

    Agenda

    September 16th, 8:00AM to 3:45PM

    Please select one of the following:

    Credit Type(s)
    • Specialized Knowledge and Applications (8.00)
    Credit Type(s)
    • Specialized Knowledge and Applications (8.00)

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

    Please select one of the following:

    Credit Type(s)
    • Specialized Knowledge and Applications (8.00)
    Credit Type(s)
    • Specialized Knowledge and Applications (8.00)

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

    Please select one of the following:

    Credit Type(s)
    • Specialized Knowledge and Applications (8.00)
    Credit Type(s)
    • Specialized Knowledge and Applications (8.00)

    December 6th, 8:00AM to 3:45PM

    Please select one of the following:

    Credit Type(s)
    • Specialized Knowledge and Applications (8.00)
    Credit Type(s)
    • Specialized Knowledge and Applications (8.00)

    December 7th, 8:00AM to 3:45PM

    Please select one of the following:

    Credit Type(s)
    • Specialized Knowledge and Applications (8.00)
    Credit Type(s)
    • Specialized Knowledge and Applications (8.00)

    Leaders

    Don Minges

    Don Minges

    Don Minges is a fractional CFO who worked in diverse industries at various stages of development. He has experience in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has experience raising equity for several growing firms and has also invested equity capital into promising businesses. He has served on the Board of Directors of many firms. Mr. Minges graduated with highest honors from the Fuqua School of Business at Duke.

    Suri Surinder

    Suri Surinder

    Mr. Surinder is co-Founder & CEO of CTR Factor, the CTR Factor Leadership Institute, QuantumFLY & MyRequest-US. He also serves as Chief Learning Officer of Diversity MBA, Expert at GLG & RSM, senior board member of the CTR Factor Non-Profit Alliance, & strategic partner to Diversity Crew, NeoSeven, ESPTalent, Resiliti, Diverst, Trivie, RLC Diversity & Bold Business, serving a broad US & international footprint, including England, Europe, Africa, Canada, India and the Middle East.

    His experience spans 32 years as an executive, consultant, board member, author, entrepreneur & professor. His Linked-in profile has earned 2,775 endorsements in 50 different competencies. His Linked-in posts have garnered 1.5 million global views, & he has about 60,000 Linked-in connections & followers combined.

    At CTR Factor, he has served 164 companies in 12 different sectors, including RSM, Crowe Horwath, PwC, Prudential, Voya, Mass Mutual, Pixar, Walmart, & Disney, and has been Chief Learning Officer at Kaleidoscope & ALPFA.

    Mr. Surinder has worked in telecom, banking, non-profit, consulting & healthcare at Pfizer, Verizon, McKinsey, Centurylink, Capital One, ALPFA & Barclays in C-level roles running billion dollar business units & large global functional groups:

    • CEO of $1.7B regional P&L,5K employees • CEO of $2.7B regional P&L,3K employees • CMO of $1B P&L serving 50M customers • CHRO of $1.8B global P&L • Chief of Staff to COO of $39B P&L • CLO at largest professional non-profit in the US with 75,000 members • Global Head of $350M call center operation • Head of Process Re-engineering of $1.2B unit • Expert in Customer Experience at top. global consulting firm • Head of $3B early stage Collections at leading credit card provider

    He has been a member of 4 boards & Adjunct Professor of Strategic Management at Baruch College. He has been recognized as a Top 100 under 50 Senior Executive by Diversity MBA magazine, & been acknowledged by the US Government as a person of extraordinary ability in business. He is the author of the CTR Factor Leadership Series of books, available on Amazon.

    He holds a BS-Civil Engineering, MS-Structural Engineering, and an MBA-Marketing, with courses towards a PhD-Marketing.

    Paul Harrison

    Paul Harrison

    Paul R. Harrison is a Colorado native and became a Certified Public Accountant licensed in Colorado and a Certified QuickBooks ProAdvisor in since 2012. In addition to business consulting and taxation work, Mr. Harrison is an Assistant Teaching Professor at the University of Denver, School of Accountancy. Mr. Harrison also taught at the Metropolitan State University of Denver as an Adjunct Professor for the Accounting and Finance departments, as well as the accredited Certified Financial Planner™ education program where he received his CFP® education. Mr. Harrison received a Baccalaureate degree (B.A.) in Economics from Hartwick College in upstate New York, as well as a Masters of Business Administration (MBA) from the University of Colorado, and is currently working toward a Masters of Taxation (M.T.) at the University of Denver. Mr. Harrison lives in Denver with his wife and son.

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