CFO Series - June 2023 Webinar Bundle Webinar

Jun 9
11:00 - 7:00 p.m.


2-Ethics; 6-Other
CPE Credits

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.

Learning Objectives:

Week 1 - Determine why innovation is vital to long term success and distinguish our key role in creating an innovative organization.

Week 2 - Gain a broader understanding of human behavior and ethics beyond the regulations, why unethical actions occur, develop a greater practice of our own ethical leadership and assist in growing one's 'ethical intelligence'.

Week 3 - Fit in, become productive in a new environment and recognize and accept generational differences and how to address differing lifestyle choices in the workplace.

Week 4 - Learn valuable, time-tested management strategies proven effective over many decades.


All times listed are Eastern Time Zone

Week 1: CFO Series: Innovation for Continued Success

Field of Study: Business Management & Organization

Discussion Leader: Brian Maturi, MBA, FCA

Date: Friday, June 9, 11 am

Description: Disruptive innovation has ended many businesses and led others to take their place. Learn why previously successful companies failed to innovate. We will discuss the four types of innovation that can lead to success and learn why and how our expectations can help or hinder innovation. We will discuss strategies to encourage innovation and how an enterprise can structure its activities to foster innovation. Successful organizations thrive, while organizations that do not innovate are on the path leading elsewhere.

Week 2: CFO Series: Deceit and the Whys Behind the Lies

CPE: 2

Field of Study: Behavioral Ethics

Discussion Leader: Robert Mims, CPA

Date: Friday, June 16, 11 am

Description: Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the "why" behind ethics. This session will examine and define what ethics is and what it means to varying people in the workplace. Understanding people and their motivations are key to both solving ethical dilemmas and workplace issues that can lead to greater job satisfaction and efficiency. To correct an issue, you need to delve into the root cause - the "why".

Week 3: CFO Series: Transition Smoothly Within the Business World

CPE: 2

Field of Study: Personal Development

Discussion Leader: Robert Berry, CPA

Date: Friday, June 23, 11 am

Description: Is your role changing? Are you getting a promotion, a new job, retiring, joining a Board, or are you fresh college graduate? How can you transition smoothly and understand those who you will work with? How do you fit in, and how do you learn what to do and what not to do? Do not forget your life outside of work. It is not for your personal convenience to work when you want to. Can you have it all? How do you work with older/other/younger people? There is more to it than just being clean, well-groomed, and not distracting. Don't judge a book by its cover. Everyone will move on to new opportunities, and this session will prepare you to move on and be successful!

Week 4: CFO Series: Awesome Business Lessons from the Past!

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Don Minges, MBA

Date: Friday, June 30, 11 am

Description: Why not learn, or re-learn, some amazing business lessons from the past that are still effective today? What did Henry Ford do when annual employee turnover was 370% and workers demanded more pay? Sound familiar to today's world? Ford's solution worked! We see today's problems and believe that these problems have never occurred before. Not true. We will review timeless business lessons that are as practical today as when they were written decades ago. We will review 'How to Win Friends and Influence People', 'Today and Tomorrow', and 'The Art of War'. Let's learn from the very best, as these lessons have been battle tested and proven over time.


PICPA Member: $229
Nonmember: $329

More Information

Course No. BUCF0623

Level: Intermediate

Prerequisites: 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.


John Daly

Executive Education Inc