CFO Series - August 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 - Apply the federal tax treatment rules of employees and independent contractors, gain insight into the new emerging rules of the "gig" worker and recall recent legislation, regulations and developments.

Week 2 - Identify and demonstrate how the core apps of Teams, SharePoint and OneDrive provide the foundation for your Microsoft 365 deployment.

Week 3 - Use improved negotiating skills and recall negotiating techniques to use in different situations.

Week 4 - Recognize the key lessons from these five thought-provoking business books that you can use today and recall steps on how to effectively manage your career.


Week 1: The AB5s of Employees and Independent Contractors

CPE: 2

Field of Study: Taxes

Discussion Leader: Doug Van Der Aa, CPA, JD, Van Der Aa Tax Education

Date: 08/06/2021

Description: This session addresses the 20 factors the IRS uses to classify workers, with a focus on the server tax penalties for misclassification. We will take a look at the Dynamex court case, which lead to AB5, and how it will impact your organization. We will also examine the "gig" worker and review the broader independent contractor workforce.

Week 2: Microsoft 365 Apps - Teams, SharePoint and OneDrive

CPE: 2

Field of Study: Information Technology

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

Date: 08/13/2021

Description: This session begins by taking a close look at how to use the Teams app as the foundation for your digital communication, collaboration and knowledge sharing platform. You will learn the importance of developing a Teams deployment strategy and discuss best practices. We will also demonstrate how SharePoint and OneDrive serve as your primary document storage solution in the cloud and how Teams and SharePoint connect at the hip.

Week 3: Advanced Negotiations: Beyond Getting to Yes

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.

Date: 08/20/2021

Description: Anytime someone says "I want," "I need," or "Will you," you are in a negotiation.

For decades, the negotiation techniques described in "Getting to Yes" by Fisher and Ury of the Harvard Negotiations Project were the world's standard negotiation methods. These techniques involved collaborative methods for discovering how to make the "pie" bigger and then split it.

More recent research on human psychology has revealed new methods that will allow you to do even better. Sometimes, you can't settle for getting half of what you want. Sometimes you have to have it all. This webinar explores negotiation's human side, to give you powerful people skills that will let you get more.

Week 4: Five Marvelous Business Books in 100 Minutes

CPE: 2

Field of Study: Business Management & Organization

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

Date: 08/27/2021

Description: You work hard - but finding the time to keep up with the latest business insights is a challenge. This session makes it easy to catch up with the latest thinking in five very different topics.

This seminar will review: The End of Accounting, The Right and Wrong Stuff: How Brilliant Careers Are Made and Unmade, Big Potential, Pitch Anything and Give and Take: Why Helping Others Drives Our Success. Save time, learn the key lessons of five insightful business books in just 100 minutes.

Whether you are a CFO, an experienced mid-level leader or new in your career, talented professionals who want to succeed will benefit from these insights.

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
Business management: 4 Credits Information technology: 2 Credits Tax: 2 Credits


Member Price:
Non-member Price:

    Registration is open through 08/06.

    Friday, August 6th

    11:00am to 7:00pm

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