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Webinar (CPA Crossings): CFO Series – February 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 – 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

Major Topics

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.

Date: 02/05/2021

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
CPE: 2

Field of Study: Information Technology

Discussion Leader: John Higgins, CPA.CITP, CPA Crossings, LLC

Date: 02/12/2021

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 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

Date: 02/19/2021

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
CPE: 2

Field of Study: Finance

Discussion Leader: Dana M. Johnson, PhD, CPA, CMA, The Knowledge Institute, LLC

Date: 02/26/2021

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.

  • Identify impacting working capital level
  • Describe policies associated with working capital management
  • Ten ways to collect your money
  • Make AP a tool to enhance our Supply Chain’s potential
  • Use bench marking metrics to manage and track the effectiveness of AR and AP in cash management
CPA Crossings, LLC
Course Level
CPE Field of Study
Business Management and Organization
Information Technology
Who Should Attend

This series is for people who are, or aspire to be, chief financial officers



Advanced Preparation


Event Information
Feb 5, 2021
9:00 am - 11:00 am MST
Total CPE Credits


$ (% off)


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

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