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Webinar (CPA Crossings): CFO Series – May 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 – Determine why a superior cost knowledge will provide your company a competitive advantage

Week 2 -Analyze the people issues that complicate every budget process

Week 3 – Identify the issues involved with effectively managing cash

Week 4 – Apply skills to deliver a compelling message, engage in Q&A sessions, and determine how to communicate the big picture information with relevance

Major Topics

Week 1: CFO Series-Contemporary Cost Concepts

CPE: 2

Field of Study: Accounting

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

Date: 05/06/2022

Description: Bad cost analysis leads to bad decision making. Traditional cost accounting provides the average cost of an average product, produced in an average volume and sold to an average customer. Traditional techniques can be disastrously inaccurate when trying to understand products that are not average in every way. This session explains activity-based costing and why it gives your company a competitive advantage.

Week 2: CFO Series-360 Budgeting: Avoiding People Issues

CPE: 2

Field of Study: Accounting

Discussion Leader: Robert Mims, CPA The Knowledge Institute

Date: 05/13/2022

Description: You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and a human component. We can resolve some of our budget issues by exploring the process’s human aspect. Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process.

Week 3: CFO Series-Cash Management: Strategies for Long Term Success

CPE: 2

Field of Study:  Finance

Discussion Leader:  Paul R. Harrison, MBA, CPA, CFP Executive Education, Inc.

Date: 05/20/2022

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 4: CFO Series-Presentation Skills for Success

CPE: 2

Field of Study: Communications and Marketing

Discussion Leader:  Don Minges, MBA The Knowledge Institute

Date: 05/27/2022

Description:  We strive to make effective presentations, but this may not be one of our strengths. Presentation skills are essential to effective leaders, especially for CFOs who must tell their company’s story to both internal and external audiences. In this seminar, you will learn; (1) to deliver presentations effectively and with confidence, (2) to take “big picture” information and make it relevant to specific audiences, and (3) to conduct an effective Question and Answer session.

CPA Crossings, LLC
Course Level
CPE Field of Study
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
May 6, 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 – May 2022 Webinar Bundle

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