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Webinar (CPA Crossings): CFO Series – December 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 – Apply standardization to improve operations, eliminate waste and improve efficiency in your department.

Week 2 – Determine how to identify a strategy that will give your organization a competitive advantage.

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 the best method to communicate the budget effectively to all levels of your organization.

Major Topics

Week 1: CFO Series-Doing More with Less

CPE: 2

Field of Study: Business Management & Organization

Discussion Leader: Tracy Cooper, CPA The Knowledge Institute

Date: 12/09/2022

Description: Do you have too much to do and not enough time to do it? Running efficient accounting and finance functions is not rocket science, but it does require that you get the simple things right. This session covers issues that you may not have thought about that can deeply affect your financial department’s operations.

Week 2: CFO Series-Creating Competitive Advantages

CPE: 2 

Field of Study: Business Management & Organization

Discussion Leader: Brian Maturi, MBA The Knowledge Institute

Date: 12/16/2022

Description: TBD

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

CPE: 2

Field of Study: Auditing

Discussion Leader: Don Minges, MBA The Knowledge Institute

Date: 12/23/2022

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: CFO Series-360 Budgeting: Present Your Numbers Effectively

CPE: 2

Field of Study: Accounting

Discussion Leader: Robert Mims, CPA The Knowledge Institute

Date: 12/30/2022

Description: Perhaps the most important element of the budget process is its communication. If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets.

This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans.

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
Dec 9, 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 – December 2022 Webinar Bundle

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