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CFO Series - April 2025 Webinar Bundle

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CPA Crossings Webinars

Online, OK 00000

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8.00 Credits

Member Price $249

Non-Member Price $269

Overview

This series includes four 2-hour consecutive Friday sessions, airing live beginning April 4, for a total of 8 CPE.

Once registered for this bundle, log in instructions will be emailed to you separately for each individual course.

You receive significant savings when purchasing these webinars as a bundle.

The CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to attend multiple webinars of CPE with a single decision. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.

Highlights

The major topics that will be covered in this course include:

All times listed are Eastern Time Zone

Week 1: CFO Series: Changing Corporate Culture: How to Improve it?

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Jane Mims, Ph.D.

Date: Friday, April 4, 11:00 am

Description: Every organization, team, and family have its own unique culture. Additionally, everyone within each business, team, and family has their own definition for what the culture is or should be. We will review several types of culture, what makes each type work, what can destroy them, and how to shift and shape your actions to transform the culture. Learn how to shift the culture without demanding major changes in the individuals, how to reduce resistance to change, and create a culture with low fear and high confidence - which translates into higher levels of productivity, profitability, and lower turnover. The best employees actively seek out organizations with the best cultures. Culture matters.

 

Week 2: CFO Series: Lease or Buy, Debt or Equity – the Decision?

CPE: 2

Field of Study: Finance

Discussion Leader: Brian Maturi, MBA, FCA

Date: Friday, April 11, 11:00 am

Description: Is there a perfect mix of financing that we should aspire to achieve? What does financial theory tell us we should do? What is the cost of our financing decisions? Should we lease an asset, or buy it outright? How do we analyze this decision? How can we survive financial distress? These are all topics that every enterprise faces. In this seminar we will look at theory and practice to help resolve the dilemmas. If you are involved with financing the organization, this seminar is essential.

 

Week 3: CFO Series Beyond the Boardroom Best Governance Practices

CPE: 2

Field of Study: Auditing

Discussion Leader: Rob Berry, CPA

Date: Friday, April 18, 11:00 am

Description: Balancing financial responsibilities with ethical leadership and governance practices can often seem daunting, particularly in smaller organizations. In this session we will discuss practical skills needed to lead with accountability, set high ethical standards, how to engage with the Board effectively, and drive true governance practices that go beyond buzzwords. Numerous organizations have embraced better governance because it is needed and is effective. We will discuss why better governance is imperative and how to implement the best governance practices.

 

Week 4: CFO Series: Design Incentive Compensation Plans That Work!

CPE: 2

Field of Study: Finance, Business Management & Organization

Discussion Leader: Don Minges, MBA

Date: Friday, April 25, 11:00 am

Description: Incentive plans change behavior, but do they really incentivize the performance we want? This seminar will examine incentive plans to see which ones work and which do not. We will also examine difficult issues, such as what happens when we have upper and lower limits on incentives. How do we recognize performance in divisions facing different challenges? Sadly, too many incentive plans do not achieve the intended goals. Learn from the many mistakes made by others so your incentive plans will work as planned!

Prerequisites

None

Designed For

This series is for people who are, or aspire to be, chief financial officers.

Objectives

After attending this presentation, you will be able to...

Week 1 - Recognize and accept cultural differences within departments and in the entire organization. Determine the right cultural dynamics for your organization and introduce change for optimum buy-in.

Week 2 - Identify the optimum mix of debt and equity. Properly evaluate the decision to lease an asset versus buy.

Week 3 - Develop strategies for enhancing accountability and transparency in financial management. Use effective ways to engage with the Board and C-suite to drive governance excellence and stakeholder trust. 

Week 4 - Design an incentive compensation plan that fits the needs of the organization.

Preparation

None

Non-Member Price $269

Member Price $249