CFO Series - September 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 - Define the latest tax deprecation developments and understand new rules and regulations and define and discuss planning tools and potential pitfalls.

Week 2 - Recall the risk management lessons from the COVID pandemic and realize the role of Auditors in risk management.

Week 3 - Learn how to use Microsoft 365 on a day-to-day basis to communicate, collaborate and share knowledge and recognize the importance of Microsoft 365 in your business.

Week 4 - Utilize your Internal Audit resources to improve operational and financial performance and recall the overlooked benefits of internal audits.


Week 1: Risk Management in a Post-COVID World

CPE: 2

Field of Study: Auditing

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

Date: 09/03/2021

Description: With each new crisis, surviving organizations revise their risk management plans, often modeling situations which look like the one just past. Whatever crisis troubles your organization next, it is not likely to be another pandemic, but may resemble some other crisis from the distant past.

Research shows that top performing organizations do no better than their mediocre-performing peers at predicting the next crisis. However, because have plans in place to handle one possible risk, they are better prepared when a different crisis happens as a result of having important elements of a solution in place. Often well-prepared organizations actually end up better off because the crisis occurred.

Get your organization, and your family, prepared for the next crisis that may affect you.

Week 2: Expensing and Depreciating Business Assets

CPE: 2

Field of Study: Taxes

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

Date: 09/10/2021

Description: Recovering the cost of capital spending is a critical business skill and Congress is constantly changing the rules to impact the economy. In this session, we will discuss the most recent tax depreciation rules and developments, as well as review the impact of the Tax Cuts and Jobs Act (TCJA) and CARES Act changes. We will address Section 179 and 168(k) expensing, as well as capitalization regulations and Qualified Improvement Property.

Week 3: Putting Microsoft 365 to Use

CPE: 2

Field of Study: Information Technology

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

Date: 09/17/2021

Description: This session will review how to integrate file sharing into Teams conversations, share file access externally, collaborate on document preparation and editing. We will also demonstrate how the core apps of OneNote, Planner and Power BI can enhance your digital communications and collaboration platform.

Week 4: Making Internal Audit an Asset for the CFO

CPE: 2

Field of Study: Auditing

Discussion Leader: Charles Silvey, CPA

Date: 09/24/2021

Description: Sarbanes-Oxley (SOX) created a specific deliverable for Internal Audit causing many CFOs to underutilize this important resource by not focusing on the other areas where Internal Audit can improve controls and productivity and reduce cost and risk.

In this session, veteran Chief Audit Executive Charles Silvey will discuss often overlooked opportunities for internal audit to add value.

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
Auditing: 4 Credits Information technology: 2 Credits Tax: 2 Credits


Member Price:
Non-member Price:

    Registration is open through 09/03.

    Friday, September 3rd

    11:00am to 7:00pm

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