CFO Series - Preparing for Change

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  • Date/Time
    • Dec 5, 2022
    • 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 (6.00)
  • Prerequisites
    • Participants should have at least six months of professional experience and a thorough knowledge of financial accounting principles and practices. Additionally, participants with management experience will also find this seminar very useful.

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



This four-topic event focuses on skills that will help you and your organization become more effective dealing with risk, change and problem employees.

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

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

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.

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 CFO Day:

    • Become more effective dealing with risk, change and problem employees
    • This day provides extensive case study analysis and many opportunities for group discussion

    The CFO is 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 2022 CPE quick and easy
    • Registering for the entire series saves you $170! Click here to save


    Session 1: Change: Prepare for the Inevitable

    • 2 Business Management & Organization credits

    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.

    Topics Discussed

    • Change is continuous, but why do we fight change?
    • Why do we not notice the volume and rate of change?
    • Why are we so surprised by change?
    • What steps we can take to adapt to change?
    • Why is the human brain programmed ignore change?
    • Examples of how the rate of change has changed.
    • Examples of the many changes in Accounting.
    • How to enhance your adaptability so you can thrive in a world of change?

    Objective: To understand the complex issues involved with change and risk management, so we can take advantage of the never-ending changes that occur daily.

    Session 2: Fixing Systems Risk - The Two Keys to Success
    • 2 Auditing credits

    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!

    Topics Discussed

    • Why are Accounting and Finance Leaders skilled at analyzing broken systems?
    • Open systems versus closed systems
      • Which is better?
      • Why?
    • There is no such thing as a perfect system, yet we still try!
    • Lessons from US Navy SEAL teams
    • What are some of the more common reasons why systems fail?
    • How to plan for and avoid the two root causes of most system failures?

    Objectives: To understand the common root causes situations that increase risk and cause systems to fail.

    Session 3:#1 Mistake that Managers Make
    • 2 Business Management & Organization credits

    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!

    Topics Discussed

    • Why managers are poor communicators and how to improve?
    • The damage caused by inadequate communication.
    • The advantages of better communication and planning.
    • Over fifty recommendations to improve the performance review process.
    • Selecting the proper criteria to assess performance?
    • How to deliver a productive performance review?

    Objective: To understand that all employees need an effective review from their supervisor. How to effectively communicate, deliver messages, achieve better performance, and reduce turnover.

    Session 4: Dealing with Problem Employees

    2 Business Management & Organization credits

    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!

    Topics Discussed

    • How turnover is an issue?
    • What are the most common causes?
    • How can we do a better job of preventing "problem" employees?
    • How to have an effective discussion to end to the relationship?
    • How to develop a customized plan for each unique situation?
    • A fifteen-step action plan to use -for you and for the employee.

    Objectives: To understand a process to identify why this individual is not performing well. How to address the situation so each party is better off?

    Advanced Prep

    • Download PDF manual - view your upcoming events in "My CPE" on website
    • Review ISCPA Parking Map - found in your email confirmation

    Register Now

    Or Attend Online


    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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