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Webinar (WA): CFO Series Preparing for Change


Change: Prepare for the Inevitable, 2 Business Management & Organization credits. Because we see change every day, we ignore change as a key risk. Even though change is natural, it is also natural for humans to fight it. 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 continue to see. 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. Dealing with Problem Employees, 2 Business Management Organization credits. A team member is not performing satisfactorily. Tried several corrective actions – none worked. We must dig to determine the root causes. We will review a 15-step process to assess all the reasons why they are not performing, so you can reduce and hopefully eliminate performance issues. Proper planning is essential. If none of the fifty suggestions work, we will review how to part ways. The sooner you address the issues, the sooner the situation can improve. If you have had one employee problem, this session is for you! 360º Budgeting: Building Flexible Budget Models. 2 Accounting credits. We can all learn from others and improve our budgeting process by listening to our colleagues’ wisdom and experience. This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial planning. From the beginning of the accounting process – ‘the chart of accounts’ to the end of the process – ‘the valuation of the company’, the budgeting cycle via a live case model to learn best practices common to successful companies. Managing Budgeting’s Soft Side: Avoiding People Issues. 2 Accounting credits. You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component. We can resolve some of our budget issues by exploring the process’ 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.

Learning Objectives

To understand the complex issues involved with change and risk management, so we can take advantage of the never-ending changes that occur daily. To understand a process to identify why this individual is not performing well. How to address the situation so each party is better off? To understand the complex issues involved the annual budgeting process and a discussion of the best practices towards providing improvements with a solutions-based approach. To better understand the people issues that complicate every budget process.

Major Topics

Change is continuous, but why do we fight change? Why do we not notice the volume and rate of change? Why are we so surprised by change? What steps we can take to adapt to change? Why is the human brain programmed ignore change? Examples of how the rate of change has changed. Examples of the many changes in Accounting. How to enhance your adaptability so you can thrive in a world of change? How turnover is an issue? What are the most common causes? How can we do a better job of preventing ‘problem’ employees? How to have an effective discussion to end to the relationship? How to develop a customized plan for each unique situation? A fifteen-step action plan to use – for you and for the employee. How to build a flexible budget model that works? How the right Chart of Accounts can simply your work? How to build a volume sensitive model? Budgeting to GAAP and for the Board to understand. Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense. Using key variables to stress-test your budget. Understanding core personality types. Learning what type of person you are? Managing and coping with the budget team. Effectively dealing with the A, B, C and other players? Connecting through disconnection.

WA - The Knowledge Institute
Course Level
CPE Field of Study
Business Management & Organization
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, including business leaders, CEOs, CFOs, accountants, corporate financial managers, business owners, risk managers, controllers, entrepreneurs, consultants, and the professionals who advise them.

Don Minges

Participants should have at least six months of professional experience and a thorough knowledge of financial accounting principles and practices. Additionally, participants with management experience will also find this seminar very useful.

Advanced Preparation


Event Information
Sep 19, 2022
9:00 am - 5:00 pm MST
Total CPE Credits


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Webinar (WA): CFO Series Preparing for Change

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