CFO Series 2 - Numbers Rule the World

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  • Date/Time
    • Nov 8, 2021
    • 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)
    • Auditing (2.00)
    • Business Management & Organization (4.00)
    • Ethics (2.00)
  • Prerequisites
    • Management experience

      Experience working with internal clients or external clients and business leaders

  • Vendor
    • The Knowledge Institute, LLC
  • Level
    • Intermediate
  • Fields of Study
    • Business Management & Organization
    • Auditing
    • CFO Series
    • Ethics
    • Finance
  • Message
    • 1/2 hour lunch included


Speaker Will Be Virtual


ISCPA's CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to choose multiple days of CPE with a single decision. Each day consists of an expert, leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level, colleague-to-colleague approach with case studies, group discussions, and team exercises.

This day of the CFO Series will focus on these four topics

  • 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

Designed For

  • This series is for people who are, or aspire to be, chief financial officers
  • The CFO Series provides extensive case study analysis and many opportunities for group discussion
  • The discussions will be most appropriate for people in medium-sized organizations - however, EVERYONE will gain from this day!
  • 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.
    • To make planning your 2021 CPE quick and easy.

    You do not have to register for the entire 2021 CFO Series...
    Each topic and each day stand on their own.
    If you are not sure about making a multi-day commitment, sign up for just a single day.
    We think you will come back for more!

    Registering for the entire series saves you $150! Click here to save


    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.  

    Advanced Prep

    • Download Manual
    • Review ISCPA Parking Map

    Register Now

    Or Attend Online


    Paul Harrison

    Paul Harrison

    Paul R. Harrison, MBA, CPA, CFP® is a veteran financial professional with industry experience in securities, financial planning, and software. Today, he teaches accounting at the University of Denver and has a CPA practice focusing on financial accounting, tax, fraud prevention and ethical management. Paul has an MBA from the University of Colorado and lives in Denver.

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