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Webinar (CPA Crossings): CFO Series – August 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 – Analyze your writing time, cut it in half and double your impact while communicating clearly.

Week 2 – Apply skills to deliver a compelling message, engage in Q&A sessions, and determine how to communicate the big picture information with relevance.

Week 3 – Implement strategies for long term success with cash management.

Week 4 – Analyze the people issues that complicate every budget process.

Major Topics

Week 1: CFO Series-Effective Business Writing

CPE: 2

Field of Study: Communications and Marketing

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

Date: 08/05/2022

Description: American businesses report losing $400 billion a year to unclear writing that wastes time, kills contracts and turns off customers. Optimize your time spent in communications as a writer and a reader. Prevent your readers from sending your documents to the circular file because they are too much work to decipher. Write with clear purpose and enjoy the results and time saved. Be part of the solution, not part of the problem – write it right the first time.

Week 2: CFO Series-Presentation Skills for Success

CPE: 2

Field of Study: Communications and Marketing

Discussion Leader: Don Minges, MBA The Knowledge Institute

Date: 08/12/2022

Description: We strive to make effective presentations, but this may not be one of our strengths. Presentation skills are essential to effective leaders, especially for CFOs who must tell their company’s story to both internal and external audiences.

In this seminar, you will learn; (1) to deliver presentations effectively and with confidence, (2) to take “big picture” information and make it relevant to specific audiences, and (3) to conduct an effective “Question and Answer” session.

Week 3: CFO Series-Cash Management: Strategies for Long Term Success

CPE: 2

Field of Study: Finance

Discussion Leader: Paul R. Harrison, MBA, CPA, CFP Executive Education, Inc.

Date: 08/19/2022

Description: Businesses depend on adequate capital and cash flow. While someone else may handle day-to-day cash management procedures, the CFO must take the lead in strategic cash management decisions. When a company goes into a growth mode, boards often replace those who can’t manage cash strategically.

This webinar will help you to function at the highest level. We review strategies on how to plan for your cash needs appropriately. Cash does not manage itself!

Week 4: CFO Series-360 Budgeting: Avoiding People Issues

CPE: 2

Field of Study: Accounting

Discussion Leader: Robert Mims, CPA The Knowledge Institute

Date: 08/26/2022

Description: You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and a human component. We can resolve some of our budget issues by exploring the process’ human aspect. Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle.

This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process.

CPA Crossings, LLC
Course Level
CPE Field of Study
Communications and Marketing
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
Aug 5, 2022
9:00 am - 5:00 pm MDT
Total CPE Credits


$ (% off)


$ (% off)
Become A Member

Register for this Event

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

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