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CFO Series - June 2022 Webinar Bundle Webinar


June 3
11:00 a.m. - 7:00 p.m.

CPE Credits
2-A&A; 6-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 - Identify the issues involved with effectively managing cash

Week 2 - Apply communication and planning skills to improve the performance review process and determine how to communicate, deliver messages, achieve better performance and reduce turnover

Week 3 - Determine how to connect with your stakeholders who do not have a financial background and apply skills to communicate ideas that break down the financial and math literacy barriers

Week 4 - Analyze the efficiency of your company in good and bad times and apply a strategy to improve your company's bottom line


Week 1: Cash Management: Day to Day Best Practices

CPE: 2

Field of Study: Finance

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

Date: 06/03/2022

Description: You may not currently manage cash, but cash management skills are likely to affect your future advancement. Poor liquidity can kill organizations or strong liquidity can enable growth. Your skill in managing cash can make you indispensable. This session will discuss cash flow as it relates to banking receivables, payables, debt, equity, profitability, growth and risk. Participants will work through different cash flow cases to understand situations they may encounter in their career.

Week 2: The #1 Mistake Managers Make

CPE: 2

Field of Study: Business Management and Organization

Discussion Leader: Don Minges, MBA The Knowledge Institute

Date: 06/10/2022

Description: What is the most common management mistake? Why is it so damaging and prevalent? Learn how managers mismanage the most important assets in the business: the employees. More importantly, what can be done to get the most out of employees and correct the single most common mistake made in business. The performance review process is broken and we will discuss how to correct it.

Week 3: Communicating Financial Info to Non-Accountants

CPE: 2

Field of Study: Accounting

Discussion Leader: Robert A. Angell III, MS, CPA The Knowledge Institute

Date: 06/17/2022

Description: Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand!  Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message.  Learn to motivate them to action. Come hear a veteran CFO tell you how.

Week 4: Profit Improvement: Ten tips for a Better Bottom Line

CPE: 2

Field of Study: Business Management and Organization

Discussion Leader: Tracy Cooper, CPA The Knowledge Institute

Date: 06/24/2022

Description: When a company experiences poor financial performance, the financial person is often the first to go. Whether times are good or bad, asking the tough questions and making sure the organization is efficient and stays efficient are part of the financial manager's job. Proactive efforts by financial management can prevent the need to "catch up". This session provides various techniques for improving your company's bottom line.


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.

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