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CFO Series - September 2024 Webinar Bundle

Overview

This series includes four 2-hour consecutive Friday sessions, airing live beginning September 6, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course.Æ’? You receive significant savings when purchasing these webinars as a bundle.Æ’? 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.

Prerequisites

General knowledge of CFO role.

Objectives

After attending this presentation, you will be able to...

Week 1Æ’?_- Identify the 'employee life cycle', and apply a deeper appreciation of effective on-boarding.

Week 2Æ’?_- Determine your organization's tax responsibilities, analyze strategies to minimize taxes, and identify tax schemes to avoid.

Week 3Æ’?_- Apply better management and leadership skills to enable teams to thrive, and use effective methods to lower turnover to understand the importance of earning trust, helping others, integrity and communicating.

Week 4Æ’?_- Determine the issues that drive asset utilization, identify ways to make improvement happen, and apply knowledge gained about the cost of capital, asset utilization, and choosing an appropriate process.

Highlights

All times listed are Eastern Time Zone

Week 1:Æ’?_CFO Series: Understand and Enhance the Employee Life Cycle

CPE: Field of Study: Personal Development

Discussion Leader: Bob Mims

Date: Friday, September 06, 11:00 am

Description: Many organizations have a documented process for their employment life cycle but do not look at it holistically. Having a longer view of the employee life cycle can provide more value to your company than you think. Join us for an interactive discussion around the entire life cycle of employees with best practices discussed on continuous improvement for your organization. This session will provide an overview of each of the steps in the timeline from multiple perspectives, to provide keen insights on actionable ideas to take back to your workplace and implement today. A key step to winning the war for talent.

Week 2:Æ’?_CFO Series: What We Can Do to Minimize Taxes: Without Danger

CPE: 2

Field of Study: Taxes

Discussion Leader: Steve Boussom, CPA

Date: Friday, September 13, 11:00 am

Description: When stepping into a leadership role you may not have been exposed to all the various tax issues. We will take a thirty-thousand-foot view into corporate income taxes and some other taxes, the focus being to potentially lower taxes. We will explore what and how to communicate with your external accounting firm. What is the value of proper fixed asset schedules and their crucial role? Depreciation, qualified business income, and the employee retention credit will be reviewed. Keep a schedule, be prepared, because at the end of day - you will be held accountable and responsible for missed dates, missed opportunities and also may be given credit for taxes saved. Be prepared and aware of tax savings alternatives.

Week 3:Æ’?_CFO Series: Five Management Superpowers

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Jane Mims, Ph.D.

Date: Friday, September 20, 11:00 am

Description: "Management is about persuading people to do things they do not want to do, while leadership is about inspiring people to do things they never thought they could." - Steve Jobs.
We will discuss five key management strategies and skills that every successful manager has and works to perfection. This two-hour course walks you through the A-Z of effective management from the standpoint of self, team, and individuals. It's not enough to be a 'good' manager and excel in our field, we need to be more than the subject matter expert. The five management superpowers will bolster management skills for better leaders and is a proven path for those wanting to know how to shift their mindset, communication, and physical presence so they can ascend the ranks to higher leadership.

Week 4:Æ’?_CFO Series: Tactics to Reduce Investment: 2nd Strategy ROI

CPE: Field of Study: Finance

Discussion Leader: Steve Boussom, CPA

Date: Friday, September 27, 11:00 am

Description: What do investors want? They actively pursue three key strategies:

  1. improve profit (most over used strategy),
  2. reduce investment (an under used strategy), and
  3. reduce risk (a much-neglected strategy).

In this second of three sessions, see 2) above, we will explore strategies to improve asset utilization and reduce investment. We will discuss proven techniques to help your organization thrive.

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:

WX43886

8 CPE Credits
Business management: 2 Credits Finance: 2 Credits Personal Development: 2 Credits Tax: 2 Credits

Registration

Member Price:
$249
Non-member Price:
$349

Registration is open through 09/06.

Friday, September 6th

11:00am to 7:00pm

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