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BUNDLE: CFO Series - October 2025

Oct 3
9:00 - 5:00 p.m.

Online

2.00-A&A; 6.00-Other
CPE Credits

Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the small Illinois town of 16,000 residents was the largest governmental fraud case to date, and spanned an astonishing 20 years. This remarkable story inspired an award-winning documentary, "All the Queen's Horses." We will also examine factors that led to scandals involving the Baptist Foundation of Arizona, World Com, Collin Street Bakery and the Ohio American Cancer Society, among others. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

After attending this presentation, you will be able to...

Week 1 - Design an incentive compensation plan that fits the needs of the organization.

Week 2 - Identify the optimum mix of debt and equi
Highlights

The major topics that will be covered in this course include:

All times listed are Eastern Time Zone

Week 1: CFO Series: Design Incentive Compensation Plans That Work!

CPE: 2

Field of Study: Finance, Business Management & Organization

Discussion Leader: Don Minges, MBA

Date: Friday, October 3, 11:00 am

Description: Incentive plans change behavior, but do they really incentivize the performance we want? This seminar will examine incentive plans to see which ones work and which do not. We will also examine difficult issues, such as what happens when we have upper and lower limits on incentives. How do we recognize performance in divisions facing different challenges? Sadly, too many incentive plans do not achieve the intended goals. Learn from the many mistakes made by others so your incentive plans will work as planned!

Week 2: CFO Series: Lease or Buy, Debt or Equity – the Decision?

CPE: 2

Field of Study: Finance

Discussion Leader: Brian Maturi, MBA, FCA

Date: Friday, October 10, 11:00 am

Description: Is there a perfect mix of financing that we should aspire to achieve? What does financial theory tell us we should do? What is the cost of our financing decisions? Should we lease an asset, or buy it outright? How do we analyze this decision? How can we survive financial distress? These are all topics that every enterprise faces. In this seminar we will look at theory and practice to help resolve the dilemmas. If you are involved with financing the organization, this seminar is essential.

Week 3: CFO Series: Changing Corporate Culture: How to Improve it?

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Jane Mims, Ph.D.

Date: Friday, October 17, 11:00 am

Description: Every organization, team, and family have its own unique culture. Additionally, everyone within each business, team, and family has their own definition for what the culture is or should be. We will review several types of culture, what makes each type work, what can destroy them, and how to shift and shape your actions to transform the culture. Learn how to shift the culture without demanding major changes in the individuals, how to reduce resistance to change, and create a culture with low fear and high confidence - which translates into higher levels of productivity, profitability, and lower turnover. The best employees actively seek out organizations with the best cultures. Culture matters.

Week 4: CFO Series Beyond the Boardroom Best Governance Practices

CPE: 2

Field of Study: Auditing

Discussion Leader: Rob Berry, CPA

Date: Friday, October 24, 11:00 am

Description: Balancing financial responsibilities with ethical leadership and governance practices can often seem daunting, particularly in smaller organizations. In this session we will discuss practical skills needed to lead with accountability, set high ethical standards, how to engage with the Board effectively, and drive true governance practices that go beyond buzzwords. Numerous organizations have embraced better governance because it is needed and is effective. We will discuss why better governance is imperative and how to implement the best governance practices.

Registration

PICPA Member: $249
Nonmember: $349

More Information

Course No. BUCF1025 Level: Intermediate

Prerequisites: None

Notes
You will receive an email confirmation with the course link and details. This email will come from webinars@cpacrossings.com. If you do not receive this email immediately after your registration has been processed, first check your spam folder. If you still cannot locate the email, call the CPA Crossings Webinar Helpdesk at 877.370.2220 for assistance.