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Webinar (CPA Crossings): CFO Series: Be the Best (8 hrs)


The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.

Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!

This four-topic event focuses on skills that will help you and your organization become the best that you can be.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation you will be able to…

  • Determine how human psychology techniques can improve your negotiating skills
  • Identify what Entrepreneurial Operating Systems (EOS) are and how they can drive your organization’s performance
  • Review the risk management lessons of the COVID-19 epidemic
  • Apply ethical standards to real world situations
Major Topics

The major topics covered in this class include:

This CFO Series Day contains these four modules:

Advanced Negotiating Skills

Anytime someone says, “I want”, I need”, or “Will you”, you are in a negotiation.

For decades, the negotiation techniques described in Getting to Yes by Fisher and Ury of the Harvard Negotiations Project were the world’s standard negotiation methods. These techniques involved collaborative methods for discovering how to make the “pie” bigger and then split it.

More recent research on human psychology has revealed new methods that will allow you to do even better. Sometimes you can’t settle for getting half of what you want. Sometimes, you have to have it all. This session explores negotiating’s human side, to give you powerful people skills that will let you get more.

Driving Performance with EOS

Periodically, a management consulting firm will package existing best practices in a new, organized way that grabs the business world’s attention. The Entrepreneurial Operating System or EOS is a method of organizing a company’s human energy in a disciplined, structured way. This session will discuss the six components of entrepreneurial operating systems and how some organizations are using them to drive better performance.

Risk Management in a Post-Covid World

With each new crisis, surviving organizations revise their risk management plans, often modeling situations which look like the one just past. Whatever crisis troubles your organization next; it is not likely to be another pandemic but may resemble some other crisis from the distant past.

Research shows that top performing organizations do no better than their mediocre-performing peers at predicting the next crisis. However, because they do a better job at planning for something, they are better prepared when something else happens because they have the most important pieces of the solution in place.

Get your organization prepared for the next crisis that may affect you!

Corporate Ethics:  Cases from the Real World

Anyone who has ever attended a lecture-format ethics seminar knows there is a better way. This session provides an opportunity for lively group discussion of real world, ethical dilemmas.

Corporate Ethics examines five cases drawn from real-life business conflicts involving corporate financial managers.

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

Those who are, or aspire to be, Chief Financial Officers

John Daly

Financial management experience

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
Jul 13, 2022
7:00 am - 3:00 pm MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CPA Crossings): CFO Series: Be the Best (8 hrs)

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