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Webinar (CPA Crossings): CFO Series – November 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 – Apply ethics standards to five real world situations and identify sources of ethical guidance.

Week 2 – Identify proven methods to effectively deliver the numbers so your clients do understand.

Week 3 –  Apply traditional and contemporary capital budgeting models to enhance management decision making.

Week 4 – Learn how to apply a structured approach to deploying Microsoft 365 in your organization and realize the impact of Microsoft 365 in your business.

Major Topics

Week 1: 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: 10/29/2021

Description: Anyone who has ever attended a lecture-format ethics session knows there is a better way. This session examines real world ethical dilemmas that others have encountered. Sometimes professionals handle their situations skillfully; sometimes they are left wondering “what happened?” long after the fact. You need to get prepared before something happens to you. Once you have taken a case-based ethics session, you will never want anyone to listen to someone just read you the rules ever again.

Week 2: Numbers Rule, But They Don’t Speak the Words

CPE: 2

Field of Study: Business Management & Organization
Discussion Leader: Don Minges, MBA, The Knowledge Institute, LLC

Date: 11/05/2021

Description: How can a numbers person master words and communication in an ever-changing and social dynamic? This session will reveal common communication mistakes financial professionals make and suggest practical solutions. We will discuss proven techniques to effectively deliver your numbers so your audience will understand.

Week 3: Advanced Capital Budgeting & Effective Decisions

CPE: 2

Field of Study: Finance

Discussion Leader: Don Minges, MBA, The Knowledge Institute, LLC

Date: 11/12/2021

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.

Week 4: Exploring and Deploying the Microsoft 365 Apps

CPE: 2

Field of Study: Information Technology

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

Date: 11/19/2021

Description: This session is a round-robin review of all the Microsoft 365 apps so that you can determine each app’s strategic value and determine if and when you should deploy them. We will review a step-by-step approach to deploying Microsoft 365, including the Admin role and how to assign that responsibility.

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


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
Nov 5, 2021
9:00 am - 5:00 pm MDT
Total CPE Credits


$ (% off)


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

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