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Webinar (CPA Crossings): CFO Series – April 2022 Webinar Bundle


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 – Use accurate and effective cost models and predict for profit with accuracy

Week 2 – Determine the advantages and value of a flexible budget model and apply a comprehensive approach to the entire accounting process

Week 3 – Determine the common root causes that increase risk and cause systems to fail and the next steps to take to avoid business system failure

Week 4 – Determine how to identify a strategy that will give your organization a competitive advantage

Major Topics

Week 1: Cost & Pricing Models: Creating an Effective Tool

CPE: 2

Field of Study: Accounting

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

Date: 04/01/2022

Description: If sales increase, so should profits. Yet, the opposite result often leaves executives scratching their heads. When organizations work with inferior cost information, they make mistakes in four specific situations. Bad information causes sellers to overprice easy, high-volume work and underprice difficult, low-volume work.

Week 2: 360 Budgeting: Building Flexible Budget Models

CPE: 2

Field of Study: Accounting

Discussion Leader: Rob Angell, BS, CPA, The Knowledge Institute

Date: 04/08/2022

Description: We can all learn from others and improve our budgeting process by listening to our colleague’s wisdom and experience. This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial planning. From the beginning of the accounting process – the chart of accounts to the end of the process – the valuation of the company, we cover the budgeting cycle via a live case model to learn best practices common to successful companies.

Week 3: Series-Fixing System Risks: Two Keys to Success

CPE: 2

Field of Study: Auditing

Discussion Leader: Don Minges, MBA The Knowledge Institute

Date: 04/22/2022

Description: The system failed; it does not work. The system does not deliver as promised. Processes that used to work – suddenly blow up. Too often we work in an environment where one or more systems fail. We will discuss the two key causes why most business systems crash. What are the steps to take that will reduce system risk? Why do we unintentionally design systems that are doomed to fail? This session outlines multiple steps to reduce and hopefully eliminate system risks. Proper planning is essential. If you are a “Fix-it” person, then this session is for you.

Week 4: Creating Competitive Advantage

CPE: 2

Field of Study: Business Management and Organization

Discussion Leader: Brian Maturi, MBA The Knowledge Institute

Date: 04/29/2022

Description: Boards are increasingly looking to CFOs to participate, if not drive, corporate strategy. Most financial professionals can identify a strategy that provides a competitive advantage when they see one, but may not know where to look for it. In this webcast, veteran CFO John L. Daly will lead you through the strategy development process and then show you how to turn your organization’s search for competitive advantage into reality.

CPA Crossings, LLC
Course Level
CPE Field of Study
Business Management and Organization
Who Should Attend

This series is for people who are, or aspire to be, Chief Financial Officers


General knowledge of CFO role

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Apr 1, 2022
9:00 am - 5:00 pm MST
Total CPE Credits


$ (% off)


$ (% off)
Become A Member

Register for this Event

Webinar (CPA Crossings): CFO Series – April 2022 Webinar Bundle

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