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Webinar (CPA Crossings): CFO Series – March 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 – Analyze your writing time, cut it in half and double your impact while communicating clearly.

Week 2 – Apply standardization to improve operations, eliminate waste and improve efficiency in your department

Week 3 – Determine the best method to communicate the budget effectively to all levels of your organization

Week 4 -Reconstruct the never-ending changes that occur daily into opportunities and enhance your adaptability to thrive in a world of change

Major Topics

Week 1: CFO Series-Effective Business Writing

CPE: 2

Field of Study: Communications and Marketing

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

Date: 03/04/2022

Description: American businesses report losing $400 billion a year to unclear writing that wastes time, kills contracts and turns off customers. Optimize your time spent in communications as a writer and a reader. Prevent your readers from sending your documents to the circular file because they are too much work to decipher. Write with clear purpose and enjoy the results and time saved. Be part of the solution, not part of the problem – write it right the first time.

Week 2: CFO Series-Doing More with Less

CPE: 2

Field of Study: Business Management and Organization

Discussion Leader: Don Minges, MBA The Knowledge Institute

Date: 03/11/2022

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 3: 360 Budgeting: Present Your Numbers Effectively

CPE: 2

Field of Study: Accounting

Discussion Leader: Robert Mims, CPA The Knowledge Institute

Date: 03/18/2022

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.

Week 4: Prepare for the Inevitable

CPE: 2

Field of Study: Business Management and Organization

Discussion Leader: Don Minges, MBA The Knowledge Institute

Date: 03/25/2022

Description: We see change every day, so we ignore change as a key risk. Even though change is natural, it is also natural for humans to fight change. Why do humans think we can control everything? Learn more about how we can become better at recognizing change and how we can embrace and adapt to the many changes we will see soon. Change is inevitable. We can adapt to change or be replaced. We will review practical insights that will help you be even more successful in the office and in life. Effective leaders should not miss this course.

CPA Crossings, LLC
Course Level
CPE Field of Study
Business Management and Organization
Communications and Marketing
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
Mar 4, 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 – March 2022 Webinar Bundle

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