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Webinar (CPA Crossings): CFO Series – May 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 to apply ethical standards to real world situations. 

Week 2: Understand how the Tax Cuts and Jobs Act (TCJA) will affect your organization’s ability to carry back and carry forward business losses. 

Week 3: Gain new ideas for managing your organizations working capital. 

Week 4: Learn how to use Microsoft 365 on a day to day basis to communicate, collaborate and share knowledge.

Major Topics

Week 1: CFO Series: CFO Series: Corporate Ethics – Cases from the Real World 

CPE: 2 
Field of Study: Regulatory Ethics 

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

Date: 05/07/2021 

Description: Anyone who has ever attended a lecture-format ethics seminar knows there is a better way. This session provides an opportunity for lively group discussion of real world, ethical dilemmas. Corporate Ethics examines five cases drawn from real-life business conflicts involving corporate financial managers.

Week 2: CFO Series: COVID-19 Losses – Going Backwards and Forwards 

CPE: 2 

Field of Study: Taxes 

Discussion Leader: Doug Van Der Aa, CPA, JD, Van Der Aa Tax Education 

Date: 05/14/2021 

Description: The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses. We will also address the new 5-year carryback, as well as amended returns and “quickie refunds.” 

Week 3: CFO Series: Optimizing Working Capital Management 

CPE: 2 

Field of Study: Finance

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

Date: 05/21/2021 

Description: Cash is “King”, but it does not manage itself. This session will explore short-term, mid-term, and long-term cash management techniques and attempt to answer these issues: • How can we shorten the cash conversion cycle?
• How can we use technology to improve receipts?
• How working with vendors and customers can help cash management efforts.
• How working capital loans depend on our collateral and overall debt capacity.
• How banks and other lenders fit into our long-term cash and capital needs. 

Week 4: CFO Series: Putting Microsoft 365 to Use 

CPE: 2 

Field of Study: Information Technology 

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

Date: 05/28/2021 

Description: This session will review how to integrate file sharing into Teams conversations, share file access externally, collaborate on document preparation and editing. We will also demonstrate how the core apps of OneNote, Planner and Power BI can enhance your digital platform.

CPA Crossings, LLC
Course Level
CPE Field of Study
Regulatory Ethics
Who Should Attend

This series is for people who are, or aspire to be, chief financial officers. We target the discussions to people in medium-sized organizations.



Advanced Preparation


Event Information
May 7, 2021
9:00 am - 11:00 am MDT
Total CPE Credits


$ (% off)


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

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