Executive Education’s CFO Series

Executive Education’s 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, two-hour topics presented by 5 different speakers spread over five months. Arrange all 40 credits you need by signing up for just one series. Each day consists of a different expert, leading discussions about four different topics. The CFO Series features high-quality presentations and the interactive, executive level colleague-to-colleague approach CFOs have come to expect from Executive Education, Inc.  Each topic and each day stands on its own. 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!

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Cases and Group Discussion

The CFO Series provides extensive case study analysis and many opportunities for group discussion.
Target Audience:  This series is for people who are, or aspire to be, chief financial officers. The discussions will be most appropriate for people in medium-sized organizations.


Level of Knowledge:  Intermediate

CPE Credit:  8 – 40 hours group live

Area of Study:

– Day 1 – Essential Skills – 8 hours Accounting
– Day 2 – Corporate Finance Skills – 8 hours Finance
– Day 3 – Managing Risk – 8 hours Auditing
– Day 4 – Keeping Up With Technology – 8 hours Technology
– Day 5 – Leadership, Ethics and Trust – 4 hours Ethics, 4 hours Business Management
Prerequisite:  Management experience helpful
Advanced Preparation:  Bring a calculator
Authors:  Dan Chenoweth, John L. Daly, John Higgins, John F. Levy, Don Minges, Bryan Smith, Patrick Stroh and Diane D. White
Acronym:  CFOS – 2017
Scheduling:  Schedule all 5 together (one per month) to provide participants with a year’s worth of CPE (40 hours). We will also schedule individual days under the title Executive Education’s Annual CFO Spotlight (ACFOS)
Notes:  We provide conference-style materials for the CFO Series consisting of cases and the presentation slides. The sponsoring association may provide these in either electronic or paper form. Event pricing for both CFOS and ACFOS is a fixed rate per day.

Summary of all five CFO Series days:

CFO Series Day 1
Essential Skills

Topics Discussed & Credits

Beyond Traditional Budgeting (2 Accounting credits)
Using Performance Metrics for Planning and Control
Pricing for Profitability (2 Accounting credits)
Why Cost Matters
Contemporary Cost Concepts (2 Accounting credits)          
Understanding Activity-Based Costing
Communicating Financial Information to Non-Accountants (2 Accounting credits)

Discussion Leader:  John L. Daly
Acronym:  CFOS1
Scheduling:  Schedule with Cases in Corporate Ethics and Shorten Month-End to make two consecutive days.

CFO Series Day 2
Corporate Finance Skills

Topics Discussed & Credits

Financial Analysis (2 Finance credits)
EVA and the Altman Z-Score
Strategic Cash Management (2 Finance credits)
Capital Structure and Long Term Cash Needs
Corporate Finance (2 Finance credits)
Valuing a Business
Crowd Funding (2 Finance credits)
What Every CFO Should Know

Discussion Leaders:  Don Minges or John F. Levy
Acronym:  CFOS2
Scheduling:  Schedule with Build Your Team or The 21st Century Director to make two consecutive days.

CFO Series Day 3
Managing Risk
Topics Discussed & Credits

Risk Analysis and Management (2 Auditing credits)
What Every Financial Manager Must Know
Systemic Risk (2 Auditing credits)
Six Mega Trends
The Rittenhouse Rankings (2 Auditing credits)
Cutting Through Financial Reporting’s FOG
Protecting Your Company From Fraud (2 Auditing credits)

Discussion Leaders:  Richard Karwic or John Levy
Acronym:  CFOS3
Scheduling:  Schedule with Corporate Finance Check-up to make two consecutive days.

CFO Series Day 4
Keeping Up With Technology
Topics Discussed & Credits

Cloud and Mobile Computing (2 Technology credits)
MS Office and Windows Update (2 Technology credits)
KPI Dashboards (2 Technology credits)
The New Model in Financial Reporting
Big Data and Data Analytics (2 Technology credits)

Discussion Leaders:  John Higgins or Bryan Smith
Acronym:  CFOS4
Scheduling:  Schedule with a class from CPA Crossings to make two consecutive days.

CFO Series Day 5
Leadership, Ethics and Trust
Topics Discussed & Credits

Business Strategy and Leadership (2 Management credits)
Plan, Execute and Win!
Build Your Power and Influence (2 Management credits)
Leading with Integrity and Trust
Cases in Corporate Ethics (2 Ethics credits)
Real Life Dilemmas
Resolving Ethical Conflicts (2 Ethics credits)
Do the Right Thing and Keep Your Job

Discussion Leaders:  Diane D. White
Acronym:  CFOS5
Scheduling:  Schedule with Nonprofit Financial Management to make two consecutive days.

Our office will provide detailed descriptions of each module to assist with your marketing efforts.