CFO Series - September 2022 Webinar Bundle Webinar

Week 1 - Identify the issues involved with effectively managing cash.

Week 2 - Identify the complex issues involved the annual budgeting process and recall the best practices towards providing improvements with a solutions-based approach.

Week 3 - Analyze the efficiency of your company in good and bad times and apply a strategy to improve your company's bottom line.

Week 4 - 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 1: CFO Series-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: 09/09/2022

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: CFO Series-360 Budgeting: Understand & Prevent Calamities

CPE: 2

Field of Study: Accounting

Discussion Leader: Don Minges, MBA The Knowledge Institute

Date: 09/16/2022

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.

Week 3: CFO Series-Profit Improvement: 10 Tips for a Better Bottom Line

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Tracy Cooper, CPA The Knowledge Institute

Date: 09/23/2022

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.

Week 4: CFO Series-The #1 Mistake Managers Make

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Don Minges, MBA The Knowledge Institute

Date: 09/30/2022

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.