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Webinar (CPA Crossings): CFO Series – June 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 – Identify the issues involved with effectively managing cash

Week 2 – Apply communication and planning skills to improve the performance review process and determine how to communicate, deliver messages, achieve better performance and reduce turnover

Week 3 – Determine how to connect with your stakeholders who do not have a financial background and apply skills to communicate ideas that break down the financial and math literacy barriers

Week 4 – Analyze the efficiency of your company in good and bad times and apply a strategy to improve your company’s bottom line

Major Topics

Week 1: Cash Management: Day to Day Best Practices

CPE: 2

Field of Study: Finance

Discussion Leader: John L. Daly, MBA, CPA, CMA, CPIM Executive Education, Inc.

Date: 06/03/2022

Description: You may not currently manage cash, but cash management skills are likely to affect your future advancement. Poor liquidity can kill organizations or strong liquidity can enable growth. Your skill in managing cash can make you indispensable. This session will discuss cash flow as it relates to banking receivables, payables, debt, equity, profitability, growth and risk. Participants will work through different cash flow cases to understand situations they may encounter in their career.

Week 2: The #1 Mistake Managers Make

CPE: 2

Field of Study: Business Management and Organization

Discussion Leader: Don Minges, MBA The Knowledge Institute

Date: 06/10/2022

Description: What is the most common management mistake? Why is it so damaging and prevalent? Learn how managers mismanage the most important assets in the business: the employees. More importantly, what can be done to get the most out of employees and correct the single most common mistake made in business. The performance review process is broken and we will discuss how to correct it.

Week 3: Communicating Financial Info to Non-Accountants

CPE: 2

Field of Study: Accounting

Discussion Leader: Robert A. Angell III, MS, CPA The Knowledge Institute

Date: 06/17/2022

Description: Do you ever get blank looks when you present your company’s financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand!  Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message.  Learn to motivate them to action. Come hear a veteran CFO tell you how.

Week 4: Profit Improvement: Ten tips for a Better Bottom Line

CPE: 2

Field of Study: Business Management and Organization

Discussion Leader: Tracy Cooper, CPA The Knowledge Institute

Date: 06/24/2022

Description: When a company experiences poor financial performance, the financial person is often the first to go. Whether times are good or bad, asking the tough questions and making sure the organization is efficient and stays efficient are part of the financial manager’s job. Proactive efforts by financial management can prevent the need to “catch up”. This session provides various techniques for improving your company’s bottom line.

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
Jun 3, 2022
9:00 am - 5:00 pm MST
Total CPE Credits


$ (% off)


$ (% off)
Become A Member

Register for this Event

Webinar (CPA Crossings): CFO Series – June 2022 Webinar Bundle

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