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Webinar (CPA Crossings): CFO Series – December 2021 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.

By purchasing this webinar bundle you will receive an $87 discount versus purchasing each webinar 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 – Deploy ideas that will allow your department to produce financial statements faster, better and more cheaply and recognize activities that take too much time.

Week 2 – Apply a robust approach to optimizing working capital management to maximize overall operational efficiency.

Week 3 – Recall what Microsoft 365 (formerly Office 365) has to offer and identify the strategic value Microsoft 365 can have for your organization.

Week 4 – Understand how to effectively monitor and audit the management risks inherent in every business and realize why sustainable talent is important to long-term organization success.

Major Topics

Week 1: Closing Best Practices: Shorten Month End

CPE: 2

Field of Study: Accounting

Discussion Leader: John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
Date: 12/03/2021

Description: Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don’t have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper.

Week 2: Optimizing Working Capital Management

CPE: 2

Field of Study: Finance

Discussion Leader: Don Minges, MBA, The Knowledge Institute, LLC

Date: 12/10/2021

Description: Cash Is Always ‘King’!! Strong working capital management enhances growth, profitability and liquidity, while substantially reducing risk. This session discusses proven techniques to manage through the peaks and valleys for longer term stability.

Week 3: Understanding the Microsoft 365 Ecosystem

CPE: 2

Field of Study: Information Technology

Discussion Leader: Bryan L. Smith, CPA, CITP, CISA, CPA Crossings, LLC

Date: 12/17/2021

Description: This session provides an overview of the Microsoft 365 ecosystem including the desktop, cloud, and mobile apps and how they work together. We will discuss the strategic impact that Microsoft 365 can have on your day to day operations and the subscription licensing model and alternative plans available.

Week 4: Controlling Management Continuity Risk

CPE: 2

Field of Study: Auditing

Discussion Leader: Don Minges, MBA, The Knowledge Institute, LLC

Date: 12/31/2021

Description: Does your organization risk operational disruption due to a key personnel loss? Are your internal auditors and risk management personnel routinely assessing your exposure to losing key skills and talent? Is your Auditor satisfactorily assessing succession and planning risks? What will happen when the next leader takes over? The math is straightforward – the sixty-year-old leader will leave the organization and today’s thirty-year-old will be on tomorrow’s leadership team. What does the younger generation want? What can we do today to protect our business and value? Are our people engaged? Procrastination is not a sound strategy. Leadership will change. Learn how to analyze the risks and prepare in advance, so the organization will be properly positioned. This session could help your organization prevent its next crisis.

CPA Crossings, LLC
Course Level
CPE Field of Study
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
Dec 3, 2021
9:00 am - 5:00 pm MDT
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CPA Crossings): CFO Series – December 2021 Webinar Bundle

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