CFO Series - June 2021 Webinar 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.

By purchasing this webinar bundle you will receive an $87 discount versus purchasing each webinar individually.

Upon registration of this bundle, you will receive the webinar login instructions for the first session. You will then be registered for the remaining sessions and will receive 3 additional emails with login instructions for those individual sessions.


General knowledge of CFO role


Week 1: Understand how to perform your month-end closing faster, better and cheaper.

Week 2: Gain insights into how internal audit can become an asset for the CFO.

Week 3: Learn how to apply a structured approach to deploying Microsoft 365 in your organization.

Week 4: Understand how to evaluate and manage management continuity risk.


Week 1: CFO Series: Closing Best Practices - Shorten Month End

CPE: 2

Field of Study: Accounting

Discussion Leader: John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc
Date: 06/04/2021

Description: Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper.

Week 2: CFO Series: Making Internal Audit an Asset for the CFO

CPE: 2

Field of Study: Auditing

Discussion Leader: Charles Silvey, CPA, The Knowledge Institute, LLC

Date: 06/11/2021

Description: Sarbanes Oxley (SOX) created a specific deliverable for Internal Audit causing many CFO's to underutilize this important resource by not focusing on the other areas where Internal Audit can improve controls and productivity and reduce cost and risks. We will review the overlooked benefits your Internal Audit function can provide.

Week 3: CFO Series: Exploring and Deploying the Microsoft 365 Apps

CPE: 2

Field of Study: Information Technology

Discussion Leader: John Higgins, CPA.CITP, CPA Crossings, LLC

Date: 06/18/2021

Description: In this module we will do a round-robin review of all the Microsoft 365 apps, so that you can determine each app's strategic value which will help you determine if and when you should deploy them. We will review a step-by-step approach to deploying Microsoft 365, including the Admin role and how to assign that responsibility.

Week 4: CFO Series: Controlling Management Continuity Risk

CPE: 2

Field of Study: Auditing

Discussion Leader: Don Minges, MBA, The Knowledge Institute, LLC

Date: 06/25/2021

Description: Does your organization risk operational disruption due to a key personnel loss? Are your internal auditors and risk management personnel routinely assessing your exposure to loosing key skills? This session could help your organization prevent its next crisis.

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


8 CPE Credits
Accounting: 2 Credits Auditing: 4 Credits Information technology: 2 Credits


Member Price:
Non-member Price:

    Registration is open through 06/04.

    Friday, June 4th

    11:00am to 1:00pm

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