CFO Series 3 - Be the Best

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  • Date/Time
    • Nov 9, 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)
    • Regulatory Ethics (2.00)
  • Prerequisites
    • Financial Management experience.

  • Vendor
    • The Knowledge Institute, LLC
  • Level
    • Intermediate
  • Fields of Study
    • Business Management & Organization
    • Auditing
    • CFO Series
    • Ethics
    • Finance
    • Personal Development
  • 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

  • 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 

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:  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.

    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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