2022 CFO Series

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  • Credits
    • 40.00
  • Credit Type(s)
    • Accounting (16.00)
    • Auditing (2.00)
    • Business Management & Organization (14.00)
    • Communications & Marketing (2.00)
    • Finance (4.00)
    • General Ethics (2.00)
  • Prerequisites
    • Management experience helpful

  • Vendor
    • The Knowledge Institute, LLC
  • Level
    • Update
  • Fields of Study
    • CFO Series
    • Personal Development
    • Personnel/Human Resources

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 20, brand new two-hour topics presented by different speakers spread over three months. 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 2022 CFO Series Includes:
  • October 17 - CFO - Fine Tune Your Finance
  • November 7 - CFO - 360 Degree Budgeting
  • November 8 - CFO - Financial Communications
  • December 5 - CFO - Preparing for Change
  • December 6 - CFO - Creating Competitive Advantage
  • October 17 - CFO - Fine Tune Your Finance

    • Cash Management: Strategies for Long-Term Success
    • Cash Management: Day-to-Day Best Practices
    • Profit Improvement: Ten Tips for a Better Bottom Line
    • Doing More with Less

    November 7 - CFO - 360 Degree Budgeting

    • 360 Degree Budgeting: Understanding & Preventing Common Budget Calamities
    • 360 Degree Budgeting: Building Flexible Budget Models
    • Managing Budgeting's Soft Side: Avoiding People Issues
    • 360 Degree Budgeting: Presenting & Communicating Your Numbers

    November 8 - CFO - Financial Communications

    • Driving Performance with Metrics
    • Effective Business Writing
    • Business Ethics: Cases from the Real World
    • Communicating Financial Information to Non-Accountants

    December 5 - CFO - Preparing for Change

    • Change: Prepare for the Inevitable
    • Fixing Systems Risk - The Two Keys to Success
    • #1 Mistake that Managers Make
    • Dealing with Problem Employees

    December 6 - CFO - Creating Competitive Advantage

    • Creating Competitive Advantage
    • Profitable Pricing
    • Contemporary Cost Concepts
    • Cost and Pricing Models: Creating an Effective Tool

    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 2022 CPE quick and easy
  • Highlights

    October 17 - CFO - Fine Tune Your Finance

    • Cash Management: Strategies for Long-Term Success
      • Businesses depend on adequate capital and cash flow.  While someone else may handle day-to-day cash management procedures, the CFO must take the lead in strategic cash management decisions.  When a company goes into a growth mode, boards often replace those who can't manage cash strategically.  This webinar will help you to function at the highest level. We will review strategies on how to plan for your cash needs appropriately.  Cash does not manage itself!
    • Cash Management: Day-to-Day Best Practices
      • You may not currently manage cash, but cash management skills are likely to affect your future advancement.  Poor liquidity can kill organizations or strong liquidity can enable growth.  Your skill in managing cash can make you indispensable.  This session will discuss cash flow as it relates to receivables, payables, debt, equity, profitability, growth and risk.
    • Profit Improvement : Ten Tips for a Better Bottom Line
      • When a company experiences poor financial performance, the financial person is often the first to go.  Whether times are good or bad, asking the tough questions and making sure the organization is efficient and stays efficient are part of the financial manager's job.  Proactive efforts by financial management can prevent the need to "catch up."  This session provides 10 techniques for improving your company's bottom line.
    • Doing More with Less
      • Do you have too much to do and not enough time to do it?  Running efficient accounting and finance functions is not rocket science, but it does require that you get the simple things right.  This session covers issues that you may not have thought about that can deeply affect your financial department's operations. 

    November 7 - CFO - 360 Degree Budgeting

    • 360 Degree Budgeting: Understanding & Preventing Common Budget Calamities
      • Most accountants know the basics of the budget process, but is it possible to enhance the process to be more effective, efficient, and even fun?  The traditional budgeting process can produce stale results and fatigue amongst both Accounting and cross departmental leadership.  Organizations often fall into the trap of following the same steps of annual budgeting without weeding out the flaws that creep in.  For large and small organizations looking to refresh the results, purpose, and engagement of their budgeting, several key tools will be discussed that are worth contemplating.  Learn more about the process keys of successful budgets and how to balance the important technical and human components of the process.  We discuss these keys in an engaging manner with thoughtfulness towards understanding our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization.
    • 360 Degree Budgeting: Building Flexible Budget Models
      • We can all learn from others and improve our budgeting process by listening to our colleagues' wisdom and experience.  This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization's financial planning.  From the beginning of the accounting process – 'the chart of accounts' to the end of the process – 'the valuation of the company', the budgeting cycle via a live case model to learn best practices common to successful companies.
    • Managing Budgeting's Soft Side: Avoiding People Issues
      • You have a fantastic budget, but certain players are not pleased.  Financial plans have a technical component and human component.  We can resolve some of our budget issues by exploring the process' human aspect.  Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle.  This session includes a case study that measures an individual's personality type and then explores how to use our strengths and weaknesses to create a better budget process.  
    • 360 Degree Budgeting: Presenting & Communicating Your Numbers
      • Perhaps the most important element of the budget process is its communication.  If management does not understand the budget – there is an issue.  Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets.  This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans.

    November 8 - CFO - Financial Communications

    • Driving Performance with Metrics
      • Do you struggle to keep budgets current in the face of an ever-changing business climate?  Do you recognize that actual spending can be far from what a department's spending should be?  Twenty-first century performance metrics reduce work, reduce politics, provide flexibility and substantially improve the performance management process.  This valuable session will show you how to drive organizational performance using these powerful techniques.
    • Effective Business Writing
      • American businesses report losing $400 billion a year to unclear writing that wastes time, kills contracts and turns off customers.  Optimize your time spent in communications as a writer and a reader.  Prevent your readers from sending your documents to the circular file because they are too much work to decipher.  Write with clear purpose and enjoy the results and time saved.  Be part of the solution, not part of the problem – write it right the first time.
    • Business Ethics: Cases from the Real World
      • Being ethical is not the same as complying with the law and ethical issues are not always black and white. This session will review different professional ethical standards.  What does integrity mean in the office? If you want to learn lessons from the best in a short time, this session is for you.  Participate in engaging dialogue about how to prepare for the inevitable ethical situations.  These lessons are valuable for every business leader.
    • Communicating Financial Information to Non-Accountants
      • Do you ever get blank looks when you present your company's financial statements?  Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions?  It could be that they have no idea what you are talking about and are just pretending to understand!  Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message.  Learn to motivate them to action. Come hear a veteran CFO tell you how.

    December 5 - CFO - Preparing for Change

    • Change: Prepare for the Inevitable
      • Because we see change every day, we ignore change as a key risk.  Even though change is natural, it is also natural for humans to fight it.  Why do humans think we can control everything?  Learn more about how we can become better at recognizing change and how we can embrace and adapt to the many changes we will continue to see.  Change is inevitable. We can adapt to change or be replaced.  We will review practical insights that will help you be even more successful in the office and in life.  Effective leaders should not miss this course.
    • Fixing Systems Risk - The Two Keys to Success
      • The system failed; it does not work.  The system does not deliver as promised.  Processes that used to work – suddenly blow up.  Too often we work in an environment where one or more systems fail.  We will discuss two key causes why most business systems crash.  What are the steps to take that will reduce system risk?  Why do we unintentionally design systems that are doomed to fail?  This session outlines multiple steps to reduce and hopefully eliminate system risks.  Proper planning is essential.  If you are a 'Fix-it" person, then this session is for you!
    • #1 Mistake that Managers Make 
      • What is the most common management mistake?  Why is it so damaging and prevalent?  Learn how managers mis-manage the most important assets in the business – our employees.  More importantly, what we can we do to get the most out of our people and correct the single most common mistake made in business.  The performance review process is broken, and we will discuss how to correct it!
    • Dealing with Problem Employees
      • A team member is not performing satisfactorily.  Tried several corrective actions – none worked.  We must dig to determine the root causes.  We will review a 15-step process to assess all the reasons why they are not performing, so you can reduce and hopefully eliminate performance issues.  Proper planning is essential.  If none of the fifty suggestions work, we will review how to part ways.  The sooner you address the issues, the sooner the situation can improve.  If you have had one employee problem, this session is for you!

    December 6 - CFO - Creating Competitive Advantage

    • Creating Competitive Advantage
      • Boards are increasingly looking to CFOs to participate in, if not drive, corporate strategy.  Most financial professionals can identify a strategy that provides a competitive advantage when they see one but may not know where to look for it. In this session, a veteran CFO will lead you through the strategy development process and then show you how to turn your organization's search for competitive advantage into reality. 
    • Profitable Pricing 
      • Three things can happen in pricing, and two of them are bad.  Overpriced products are a missed opportunity, whereas underpriced products give away your products at a loss.  When sales and accounting personnel fail to work together, the company risks becoming its industry's "dumb" competitor.  Accountants involved in pricing can help the company understand the difference between "dog" and "gravy" opportunities with knowledge that directly translates into an improved profitability.  You will leave this session understanding why the company with the best cost information wins!
    • Contemporary Cost Concepts 
      • Bad cost analysis leads to bad decision making.  Traditional cost accounting provides the average cost of an average product, produced in an average volume and sold to an average customer.  Traditional techniques can be disastrously inaccurate when trying to understand products that are not average in every way.  This session explains activity-based costing and why it gives your company a competitive advantage.  
    • Cost & Pricing Models: Creating an Effective Tool
      • If sales increase, so should profits.  Yet, the opposite result often leaves executives scratching their heads.  When organizations work with inferior cost information, they make mistakes in four specific situations.  Bad information causes sellers to overprice easy, high-volume work and underprice difficult, low-volume work. This session discusses how to use activity-based costing data to build accurate costing models that consider far more than just the labor and materials necessary to provide goods and services.

    Advanced Prep

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

    Agenda

    October 17th, 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 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)

    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)

    December 5th, 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)

    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.

    Brian Maturi

    Brian Maturi, MBA, CA has over 35 years' financial management experience in the UK and US, including five years with Deloitte Touche and over 20 years with BorgWarner, Inc. where he was a divisional VP-Finance and Corporate Director of Risk Management. His favorite topics include ERM, management accounting and currency, commodity and interest rate hedging. Brian holds a bachelor's in Economics, an MBA and is an English Institute of Chartered Accountants fellow.

    Bob Mims

    Bob Mims, CPA, is a financial consultant and VP Finance for promising enterprises. For 20 years, Robert has worked with numerous startup ventures and nonprofits in the roles of Strategic Planning, Business Modeling, Controller and CFO. His focus is understanding the fundamentals of profitability. Robert worked ten years as a Big Four a Senior Assurance Manager, earning National Instructor of the Year on three occasions. Robert has served on FASB Advisory committees and is based in Memphis, TN.

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