CFO Series - October 2023 Webinar Bundle Webinar

Oct 6
11:00 - 7:00 p.m.


2-A&A; 6-Other
CPE Credits

This series includes 4, 2-hour sessions, airing live every Friday in October, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course.  You receive significant savings when purchasing this webinar bundle.  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.

Learning Objectives:

Week 1 - Understand the benefits of DEI initiatives and discuss proven, effective techniques to realize those benefits.

Week 2 - Explore and explain cryptocurrencies and blockchain and understand how these new technologies have, and will continue to, impact industry.

Week 3 - Understand the complexity of designing an effective equity compensation plan, and the complexity of GAAP accounting for equity compensation plans.

Week 4 - Identify the key considerations when exploring mergers as a tactic to achieve strategic objectives and understand some of the key issues to consider when utilizing mergers.


All times listed are Eastern Time Zone

Week 1: CFO Series: Diversity, Equity & Inclusion (DEI) Done Right

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Don Minges, MBA

Date: Friday, October 6, 11:00 am

Description: Why is Diversity, Equity, and Inclusion (DEI) so important for businesses? What is the business case for DEI? What are the economic benefits of DEI activities? What are the ethical considerations for DEI? What can business executives do to encourage Diversity? What can executives do to ensure inclusion of diverse employees, shareholders, customers, and other stakeholders? DEI is not a fad, more than half of the Fortune 500 have published data on their DEI metrics in 2022, do not be left behind.

Week 2: CFO Series: Cryptocurrencies for the CFO: Explain Blockchain

CPE: 2

Field of Study: Economics

Discussion Leader: Robert Mims, CPA

Date: Friday, October 13, 11:00 am 

Description: What exactly is cryptocurrency and blockchain? Are they here to stay? This session will provide a big picture purview of these technologies and currencies by explaining how we got here. We will discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do, and will continue to, impact our workplace and lives?

Week 3: CFO Series: Accounting for Equity Compensation Plans: Beware

CPE: 2

Field of Study: Accounting

Discussion Leader: Don Minges, MBA

Date: Friday, October 20, 11:00 am

Description: In today's business world, there is a talent war and organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward and recruit. The GAAP and tax accounting for equity compensation plans is not static and decisions you make during plan set-up can have major consequences to your organization's bottom line and your management team's personal tax situations. We will review nuances and details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis and detailed accounting for these plans-this session will help you understand the issues and get it right the first time.

Week 4: CFO Series: Mergers & Acquisitions: Tips and Tactics for $

CPE: 2

Field of Study: Finance

Discussion Leader: Richard A. Karwic, MBA

Date: Friday, October 27, 11 am

Description: Mergers, acquisitions and alliances have been - and will continue to be - major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that 55-77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors, identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.


PICPA Member: $249
Nonmember: $349

More Information

Course No. BUCF1023

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 Higgins

Higgins Advisory LLC