CFO Series - February 2022 Webinar Bundle Webinar
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CFO Series - February 2022 Webinar Bundle Webinar


Feb. 4
11:00 a.m. - 7:00 p.m.

CPE Credits
6-A&A; 2-Other



PICPA Member: $229 | Nonmember: $329

 More Information

Course No.
General knowledge of CFO role
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from with the log-in information.


All new for 2022! The CFO Series is convenient, one-stop option for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to attend multiple webinars with a single decision. Features of the series include high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. Save $87 when you purchase The CFO Series webinar bundle over purchasing each course 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.

Learning Objectives:

Week 1 - Distinguish how to improve profit through involvement with your organization's pricing process

Week 2 - Determine root causes for turnover, identify a process to analyze why an individual is not performing well and choose a solution to the situation so each party is better off

Week 3 - Successfully use metrics to improve your organization's performance

Week 4 - Identify the complex issues involved the annual budgeting process and recall the best practices towards providing improvements with a solutions-based approach


Week 1: CFO Series-Profitable Pricing

CPE: 2

Field of Study: Accounting

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

Date: 02/04/22

Description: Three things can happen in pricing, and two of them are bad. Overpriced products are a missed opportunity, whereas underpriced products give away your products at a loss. When sales and accounting personnel fail to work together, the company risks becoming its industry's "dumb" competitor. Accountants involved in pricing can help the company understand the difference between "dog" and "gravy" opportunities with knowledge that directly translates into an improved profitability. You will leave this session understanding why the company with the best cost information wins!

Week 2: CFO Series-Dealing with Problem Employees: What Works?

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Don Minges, MBA The Knowledge Institute

Date: 02/11/2022

Description: What Works? A team member is not performing satisfactorily. You've tried several corrective actions; none worked. We must dig to determine the root causes. We will review a 15-step process to assess all the reasons why they are not performing, so you can reduce and hopefully eliminate performance issues. Proper planning is essential. If none of the fifty suggestions work, we will review how to part ways. The sooner you address the issues, the sooner the situation can improve. If you have had one employee problem, this session is for you!

Week 3: CFO Series-Driving Performance with Metrics

CPE: 2

Field of Study: Accounting

Discussion Leader: Brian Maturi, MBA The Knowledge Institute

Date: 02/18/2022

Description: Do you struggle to keep budgets current in the face of an ever-changing business climate? Do you recognize that actual spending can be far from what a department's spending should be? Twenty-first century performance metrics reduce work, reduce politics, provide flexibility and substantially improve the performance management process. This valuable session will show you how to drive organizational performance using these powerful techniques.

Week 4: CFO Series-360 Budgeting: Understand & Prevent Calamities

CPE: 2

Field of Study: Accounting

Discussion Leader: Don Minges, MBA The Knowledge Institute

Date: 02/25/2022

Description: Most accountants know the basics of the budget process, but is it possible to enhance the process to be more effective, efficient, and even fun? The traditional budgeting process can produce stale results and fatigue amongst both Accounting and cross departmental leadership. Organizations often fall into the trap of following the same steps of annual budgeting without weeding out the flaws that seep in over a number of years. For large and small organizations looking to refresh the results, purpose, and engagement of their budgeting, several key tools will be discussed that are worth contemplating.

Learn more about the process keys of successful budgets and how to balance the important technical and human components of the process. We discuss these keys in an engaging manner with thoughtfulness towards understanding our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization.


John L. Daly, CPA, CMA, CPIM Executive Education/Chelsea, Michigan John Daly holds a BS from Denison University in Granville, Ohio and an MBA from the University of Michigan. He spent five years in Management Consulting with two national accounting and consulting firms before becoming Controller and then Vice President of Finance of an original equipment automotive parts manufacturer that saw six fold sales growth during his ten-year tenure. He has also been Chief Financial Officer of several other manufacturing companies and a large restaurant chain. He is the author of Pricing for Profitability: Activity-Based Pricing for Competitive Advantage published by John C. Wiley & Sons, and various professional articles. Mr. Daly currently has a management consulting practice that specializes in early-stage turnarounds and pricing strategy. He also performs interim CFO engagements and sits on the boards of several for-profit and not-for-profit organizations.