2024 CFO Series

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  • Credits
    • 40.00
  • Credit Type(s)
    • Auditing (6.00)
    • Business Management & Organization (16.00)
    • Information Technology (2.00)
    • Finance (8.00)
    • General Ethics (2.00)
    • Personal Development (2) / Tax (2) (6.00)
  • Prerequisites
    • Management experience helpful

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


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. 

Each day is offered in-person or virtually for your convenience and run from 8am to 3:45pm MT. You can register for one, two, three, four or five days - whichever works best for you. Sign up for the series and save up to $425!

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 2024 CFO Series Includes:
  • August 22 - The Effective CFO
  • October 23 - Chief Reviewer
  • October 24 - Management Superpowers
  • December 5 - Advanced Profit Enhancements
  • December 6 - Employees Today and Tomorrow
  • August 22 - CFO - The Effective CFO
    • Enhancing Sales: Work with Sales to Drive Result
    • Growth Opportunities for CFOs: Value Added CFOs
    • Ready to be an Effective CFO? Skills to Succeed
    • Measuring & Reporting - ESG & Sustainability

    October 23 - CFO - Chief Reviewer

    • Aren't We All Auditors? All the Time
    • Audits Begin with The Right Questions: Listen!
    • What We Can Do to Minimize Taxes: Without Danger
    • Successful System Implementations: Planning!

    October 24 - CFO - Management Superpowers

    • Five Management Superpowers
    • Accepting Perfectionists: Understanding & Adapting
    • Why You Should Be a Learnaholic: Staying Ahead!
    • Advancing Your Role as a Business Leader

    December 5 - CFO - Advanced Profit Enhancements

    • Tactics to Improve Bottom Line: 1st Improve ROI
    • Tactics to Reduce Investment: 2nd Strategy ROI
    • Tactics to Reduce Risk: 3rd Strategy to Help ROI
    • Bridging the Gap with Marketing Management: The Four Ps

    December 6 - CFO - Employees Today and Tomorrow

    • Are Employees Assets? Today's New Employment
    • The ROI on Your People? Maximizing Returns
    • Understand & Enhance the Employee Life Cycle
    • Heartfelt Leadership: How Ethical Leaders Build Trusting Organizations

    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 2024 CPE quick and easy.
  • Highlights

    August 22 - CFO - The Effective CFO

    • Enhancing Sales: Work with Sales to Drive Result
      • Sales and Accounting are not alike. In many organizations the two functions are at odds with each other, causing wasteful infighting. Many times, sales will undercut the accountants and vice versa. Sometimes this is inadvertent and sometimes not. Both functions should work together to achieve superior financial performance. We must take the lead and develop a better relationship with the sales function and the sales team. Oftentimes the sales incentive plans cause friction and result in counterproductive behaviors. If Accounting and Finance were to work together effectively, then net income, revenue and sales incentives would all increase. Thinking differently about how to work together will dramatically enhance financial performance. Imagine at least a five percent increase in the bottom line? We will discuss how. Working together yields superior results.
    • Growth Opportunities for CFOs: Value Added CFOs
      • Many CFOs place too much emphasis on external financial and statutory compliance reporting for government regulatory agencies and not enough on corporate performance management (CPM) methods including internal management accounting. The former is for valuation (e.g., inventories and COGS). The latter is for "creating wealth value" to support better decisions. This course provides tools and information for how CFOs can transition from bean counters to bean growers. The best CFOs not only keep score, which is necessary, but they enable the organization to score more, which is much more valuable.
    • Ready to be an Effective CFO? Skills to Succeed
      • With all the buzz about the additional responsibilities of CFOs today, what are the essential skillsets for success? How do you excel when you are spread so thin? Becoming the multi-skilled CFO companies are looking for requires you to balance traditional responsibilities with new demands. How do you utilize your key relationships and your team to fill the gaps and make sure nothing slips through? To be effective requires a shift in the way financial leaders think and approach their day - rather than a never-ending chase after new skillsets. Thinking differently about how to accomplish the broad spectrum of CFO responsibilities is a key lesson in your essential lifelong learning. We will review many tactics to help you become even more effective.
    • Measuring & Reporting - ESG & Sustainability
      • ESG broadly covers many of the non-financial issues every organization faces. The use of ESG as a term however conjures images to many of tree-huggers protecting rare species at the expense of jobs and growth, requirements that well-qualified candidates are not hired or passed over for promotion because they do not meet "diversity standards" and that companies are constrained by restrictive laws and regulations from conducting their business. ESG is not about limiting growth or profitability. It is about measuring non-financial information and using that information to make companies more efficient and more profitable. ESG is not a fad that will go away but a method of viewing our organizations so that they can be better and more profitable.

    October 23 - CFO - Chief Reviewer

    • Aren't We All Auditors? All the Time
      • Audits involve testing, review, examination, and verification. However, on another level - you and I audit; procedures, reports at work, who fulfilled commitments, systems, other people's driving skills, deliveries, etc. We all audit everything all the time, and that is wonderful. Auditing skills are valuable and necessary for our professional success and personal happiness. Every professional will audit what they encounter, including us. We will illustrate how continuous auditing skills are valuable, all the time. Whether you are an auditor, or not, our role as a business leader IS to audit continuously! Better leaders have these skills.
    • Audits Begin with The Right Questions: Listen!
      • Technology has boundless memory and can store all the answers, unlike humans. Regardless, technology and AI cannot discern the right questions to ask. Asking the right questions separates successful professionals from mediocre professionals. This session will take a big-picture approach and redefine auditing in a broader perspective which will deepen your skills, perspective, and know-how. The truth is that all professionals are auditors. We will illustrate three types of audits and dive into the most fundamental aspects of our daily work-lives that need constant attention, not seasonal treatments. We will show how to become a better listener and to ask better questions!
    • What We Can Do to Minimize Taxes: Without Danger
      • When stepping into a leadership role you may not have been exposed to all the various tax issues. We will take a thirty-thousand-foot view into corporate income taxes and some other taxes. The focus is to potentially lower taxes. We will explore what and how to communicate with your external accounting firm. What is the value of proper fixed asset schedules and their crucial role? Depreciation, qualified business income, and the employee retention credit will be reviewed. Keep a schedule, be prepared, because at the end of day - you will be held accountable and responsible for missed dates, missed opportunities, and also may be given credit for taxes saved. Be prepared and aware of tax savings alternatives.
    • Successful System Implementations: Planning!
      • System changes are common, so why does seemingly every new system update or installation have multiple, new problems? We will review the causes and effects, including a short-term outlook. We will focus on the best practices of successful organizations, specifically the one key task for success - proper planning. What are the steps to take? Which functions need to be involved? How to reduce risk? These actions can be applied to small system changes, system upgrades, or large ERP systems. Do not make the same mistake over and over - learn from others who have paid the hefty price.

    October 24 - CFO - Management Superpowers

    • Five Management Superpowers
      • We will discuss five key management strategies and skills that every successful manager has. We walk through the A-to-Z of effective management from the standpoint of self, team, and individuals. It is not enough to be a 'good' manager and excel in our field, we need to be more than the subject matter expert. The five management superpowers will bolster management skills for better leaders and is a proven path for those who desire to ascend the ranks to higher leadership. Leadership is a skill that can be learned, and you can learn how.
    • Accepting Perfectionists: Understanding & Adapting
      • You may know people who believe, "Good, is never good enough." They are sharp, driven, push themselves, have lofty standards, and may focus on the negative. They wear themselves out and others as well. Could they be a perfectionist? Perhaps we have some of these tendencies? We will discuss perfectionists from several perspectives and how to harness their skills to enhance results. Perfectionism is a mindset, not a disease. We will review actions to take so that perfectionists may learn how to transform their behaviors. Based on research and proven methods, we will discuss tactics that may help. If you know at least one perfectionist, this session will significantly help you and them.
    • Why You Should Be a Learnaholic: Staying Ahead!
      • Successful people do know one secret that keeps them on top? The answer is - they are lifelong learners. It is a mindset and a way of life that they learned to utilize. You did not miss out, those not born with this ability have hope. This course provides quantifiable research to support that learn-a-holics (or lifetime learners) are clearly more successful, as well as practical actions on how you can stop being left behind and start getting ahead by adopting the habits and mindset of a lifelong learner. The crux is to expand your mind and expand your possibilities. This is the recipe for success you don't want to miss! 
    • Advancing Your Role as a Business Leader
      • Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. True leade

    Advanced Prep

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


    August 22nd, 8:00AM to 3:45PM

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    October 23rd, 8:00AM to 3:45PM

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    October 24th, 8:00AM to 3:45PM

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    December 5th, 8:00AM to 3:45PM

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    December 6th, 8:00AM to 3:45PM

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    Richard Karwic

    Richard A. Karwic, MBA, has served as a management consultant for the most recent 10 years, after serving for 15 years as Chief Financial Officer for several diverse businesses in a wide variety of industries. Mr. Karwic also served as Vice President of Mergers & Acquisitions for a mid-cap investment banking firm. Richard has worked in over 100 businesses, including divisions of Fortune 1,000 companies such as Stanley -- Black & Decker, Parker Hannifin, Pfizer, and Linatex Corporation of America, where he also served on the Board of Directors. Mr. Karwic has been leading seminars since 1999 and has lectured at Western New England College. Richard's business practice is based in Wethersfield, CT.

    Steven Boussom

    Steven R. Boussom, CPA has been the sole owner and practitioner at his CPA firm for the last 20 years. He provides consulting, accounting, and tax preparation services to a variety of individuals and businesses of varying sizes. Steve was also recruited by one of his long-time clients as CFO and served in this capacity for three and a half years. He is a graduate of Indiana University and lives in Goshen, Indiana, with his wife of 30 years, Melissa, and three children.

    Robert Berry

    Robert is a Certified Public Accountant who actually likes people more than he does numbers. With more than 20 years in the risk, audit, and compliance sector, he is an internationally recognized speaker, trainer, author and podcast host. His most recent book, Ask, Get, Perform: The Auditors Essential Guide to Asking Better Questions, Getting Better Answers, and Performing Better Audits, is changing the way auditors build relationships with clients.

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