Executive Education’s CFO Series – 2018

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: Budgets and Projections – 8 hours Accounting & Auditing
  • Day 2: Managing Your Resources – 4 hours Bus. Management, 4 Technology.
  • Day 3: Honing Your Management Style – 4 hours Business Management, 4 Ethics
  • Day 4: Reinventing the Finance Role – 8 hours Business Management
  • Day 5: Technical Competence – 8 hours Accounting & Auditing

Prerequisite: Management experience helpful

Advanced Preparation: Bring a calculator

Authors: Virgie Ammerman, John L. Daly, Jay Giannantonio, John F. Levy, Don Minges, and William F. O’Brien

Acronym: CFOS – 2018

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 5 CFO Series days:

CFO Series Day 1

Budgets and Projections

Topics Discussed & Credits:

  • Making Predictions
  • Becoming a Great Predictor
  • Creating Great Projections and Budgets
  • Why Black Swan Risks Matter

Discussion Leader: John F. Levy

Acronym: CFOS1-18

Scheduling: Schedule with The 21st Century Director or Acquisitions to Grow the Business to make two consecutive days.

CFO Series Day 2

Managing Your Resources

Topics Discussed & Credits:

  • Doing More with Less
  • Data Analysis and Management
  • Getting the Most from Your Information Systems
  • Staff Retention: Attract and Keep the Best People

Discussion Leader: John L. Daly

Acronym: CFOS2-18

Scheduling: Schedule with The Strategic CFO to make two consecutive days.

CFO Series Day 3

Honing Your Management Style

Topics Discussed & Credits:

  • Introvert Power: Why Quiet Leaders are So Successful
  • Teamwork: Create a Cohesive Team
  • Devious Ethics: Dealing with Snakes in Suits
  • Leaders Eat Last: Ethical Leaders Serve

Discussion Leader: Don Minges

Acronym: CFOS3-18

Scheduling: Schedule with Business Ethics and Valuing a Business to make two consecutive days.

CFO Series Day 4

Reinventing the Finance Role

Topics Discussed & Credits:

  • Reinventing the Finance Role
  • Principled Negotiations: Getting to Yes
  • Generations at Work: Finding a Common Ground
  • The Business Secrets of Trappist Monks

Discussion Leader: Richard Karwic or Bill O’Brien

Acronym: CFOS4-18

Scheduling: Schedule with Create Reports that Matter or Corporate Finance Check-up to make two consecutive days.

CFO Series Day 5

Technical Competence

Topics Discussed & Credits:

  • COSO Update: Changing Risk Management Standards
  • Revenue Recognition and Lease Accounting
  • Implementing the Balanced Scorecard: Great Success on Track
  • Raising Financing

Discussion Leader: Bill O’Brien or Jay Giannantonio

Acronym: CFOS5-18

Scheduling: Schedule with Private Company Accounting or Process Improvement for Financial Managers to make two consecutive days.