[Executive Education, Inc. - Seminars for Corporate Financial Managers & Management Advisory Services]

Full Day Seminar

Chief Financial Officer

Executive Level Skills for Financial Managers

Being a great accountant alone will not qualify you to be a chief financial officer.  Effective CFOs are strong business people whose knowledge goes well beyond accounting. 

This seminar deals with the CFO’s role in four important aspects of running a business.

Participant Feedback

This was THE BEST CPE I have attended!
— Trevose, PA

Topics Discussed Include:

CFO’s Role as Chief Ethics Officer

  • Set the Tone at the Top
  • Develop corporate values
  • Establish Codes of Corporate Conduct
  • Handle allegations of wrong-doing

CFO’s Role in Banking & Financing

  • Understand the bank decision-making process
  • Nurture bank relationships
  • Calculate debt capacity
  • Know where to look for non-bank financing

CFO’s Role in Operational Control

  • Understand The Balanced Scorecard
  • Benchmark for performance improvement
  • Use metrics for budgeting and control

CFO’s Role in Compensation & Incentive Plans

  • Use compensation plans effectively
  • Know why paying a sales commission based on revenu is a mistake
  • Create bonus plans that work
  • Reengineer the performance review

Cases and Group Discussion

This seminar will include group discussion of five cases.

Additional Information

Target Audience: This seminar is for people who are, or aspire to be, chief financial officers. Discussion will be primarily oriented towards medium-sized companies.

Level of Knowledge: Intermediate

CPE Credits: 8 hours group live

Traditional Area of Study:
      2 hours Ethics
      4 hours Management
      2 hours A & A

NASBA Area of Study:
      2 hours Behavioral Ethics
      4 hours Bus. Mgt
      2 hours Accounting

Prerequisite: None

Adv. Prep: Bring a calculator

Author: John L. Daly

Acronym: CFO

Scheduling: This seminar works well with most of our other seminars to make a 2-day or 3-day series.