2022 CFO Saver Series

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  • Credits
    • 16.00
  • Credit Type(s)
    • Accounting (2.00)
    • Auditing (2.00)
    • Business Management & Organization (10.00)
    • General Ethics (2.00)
  • Prerequisites
    • Management experience helpful

  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Fields of Study
    • CFO Series
    • Personal Development
    • Personnel/Human Resources


The CFO Savers Series provides a convenient way to save $100 on your December CPE!

    The 2022 CFO Saver Series Includes:
  • December 5 - CFO - Preparing for Change
  • December 6 - CFO - Creating Competitive Advantage

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
  • Business Ethics: Cases from the Real World

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

    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 a 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.  
    • Business Ethics: Cases from the Real World 
      • Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas and how to resolve them. 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.

    Advanced Prep

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


    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)


    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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