CFO Series - October 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 - Gain a better understanding of Section 163(j) and its application to business entities, apply the interest expense limitation rules, understand recent legislation, regulations and developments and discuss planning and potential pitfalls.

Week 2 - Recognize the six components of entrepreneurial operating systems an understand how some organizations utilize the components to drive better performance.

Week 3 - Apply new rules and regulations of the CARES Act, the business loss deduction rules and reporting on Form 1139 and 1045 and discuss planning and potential pitfalls.

Week 4 - Recognize the importance of business ethics, explore the concept of "defining moments" - when there is more than one right ethical choice, identify root causes of unethical behavior and recall the eight steps to create an ethical organization


Week 1: Navigating the New Interest Expense Limitation

CPE: 2

Field of Study: Taxes

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

Date: 10/01/2021

Description: Are you large enough to have your interest expense limited? This session will discuss how the new 30% / 50% limit works and what happens to excess interest expense. We will examine how the new rules apply to partnerships, S and C corporations and their owners. Reporting on Form 8990 will be reviewed, as well as the 2022 problem.

Week 2: Driving Performance with EOS

CPE: 2

Field of Study: Business Management & Organization

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

Date: 10/08/2021

Description: Periodically a management consulting firm will package existing best practices in a new, organized way that grabs the business world's attention. The Entrepreneurial Operating System or EOS is a method of organizing a company's human energy in a disciplined, structured way. This session will discuss the six components of entrepreneurial operating systems and how some organizations are using them to drive better performance.

Week 3: COVID-19 Losses - Going Backwards and Forwards

CPE: 2

Field of Study: Taxes

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

Date: 10/15/21

Description: The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses, address the new 5-year carryback, and discuss amended return and "quickie refunds."

Week 4: Ethics in the Real World Living Values for Today

CPE: 2

Field of Study: Behavioral Ethics

Discussion Leader: Richard A. Karwic, MBA

Date: 10/22/2021

Description: Business ethics is not something "nice to do" but can mean the difference between success, failure and survival in today's competitive environment. Being trustworthy, having consistent business principles and an outstanding reputation may provide an organization's only long-term competitive advantage. This webinar outlines eight steps to create an ethical business environment including specific ways for financial professionals to make better ethical decisions.

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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: 2 Credits Ethics: 2 Credits Tax: 4 Credits


Member Price:
Non-member Price:

    Registration is open through 10/01.

    Friday, October 1st

    11:00am to 7:00pm

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