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.
Week 1 – Understand how human psychology techniques can improve your negotiating skills
Week 2 – Inform and educate you on all that Microsoft 365 (formerly Office 365) has to offer and the strategic value it can have for your organization
Week 3 – Learn about how standards are changing for classifying employees and independent contractors
Week 4 – Understand how to develop capital budgets in a growing company environment
Week 1: Advanced Negotiating Skills: Beyond Getting to Yes CPE: 2
Field of Study: Business Management & Organization
Discussion Leader: John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
Description: 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.
Week 2: Understanding the Microsoft 365 Ecosystem
Field of Study: Information Technology
Discussion Leader: John Higgins, CPA.CITP, CPA Crossings, LLC
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 3: The AB5s of Employees and Independent Contractors CPE: 2
Field of Study: Taxes
Discussion Leader: Doug Van Der Aa, CPA, JD., Van Der Aa Tax Education
Description: This session addresses the 20 factors the IRS uses to classify workers, with a focus on the severe tax penalties for misclassification. We will look at how Dynamex, AB5 will impact your organization. We will also examine the “Gig” worker and review the broader independent contractor workforce, and apply the worker classification on year-end reporting.
Week 4: Advanced Capital Budgeting
Field of Study: Finance
Discussion Leader: Dana M. Johnson, PhD, CPA, CMA, The Knowledge Institute, LLC
Description: Since we operate in a dynamic, ever-changing market, why do we typically use static capital budgeting models? Traditional, static models are not enough. An integrated capital budgeting approach will result in greater overall returns and stronger impact to the bottom line.
This series is for people who are, or aspire to be, chief financial officers