CFO Series: Staying Ahead in a Dynamic Economy
Registration is Closed
Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Overview:
Topics include: Cybersecurity for the CFO: Ransomware and beyond; Detecting internal fraud: Expect the unexpected; Mergers and acquisitions: Tips and speed bumps to avoid; Transition mmoothly in business: Success and fun in your new role.The CFO Series provides a convenient, one-stop way for to an complete entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. Engage in high-quality presentations with an interactive, executive-level colleague-to-colleague approach with case studies, group discussions and team exercises. This course is one part of a five-part series for CFOs.Delivery Method: Group internet-based
CPE Credit: Information technology, Auditing, Finance, Personal development
Program Level: Intermediate
Objectives:
To provide extensive case study analysis and many opportunities for group discussionPresenters:
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Robert Berry
Robert is a Certified Public Accountant who actually likes people more than he does numbers. With more than 20 years in the risk, audit, and compliance sector, he is an internationally recognized speaker, trainer, author and podcast host. His most recent book, Ask, Get, Perform: The Auditors Essential Guide to Asking Better Questions, Getting Better Answers, and Performing Better Audits, is...
Read more about Robert Berry here
Presenters:
Robert Berry
Robert is a Certified Public Accountant who actually likes people more than he does numbers. With more than 20 years in the risk, audit, and compliance sector, he is an internationally recognized speaker, trainer, author and podcast host. His most recent book, Ask, Get, Perform: The Auditors Essential Guide to Asking Better Questions, Getting Better Answers, and Performing Better Audits, is...Read more about Robert Berry hereMajor Topics:
Cybersecurity for the CFO: Ransomware and Beyond: •Identifying weaknesses within your cybersecurity •What are some of the more common threats? •Understand your most vulnerable risk -your employees, including you •How, where, and how many backup plans •Is an IT Disaster Recovery plan sufficient? •The pros and cons of the cloud •Do we truly understand our cyber-insurance policy? •The need for a method to shut everything down immediately •How cybersecurity is not for IT alone, it is crucial for the entire organization; Detecting Internal Fraud -Expect the Unexpected: •Defining the problem -what are the key elements of Occupational Fraud •Requirements for internal controls -SOX, FCPA, SAS 115 as well as lenders, investors, regulatory bodies •How to develop arisk profile for the organization and employees •Addressing company culture •Establishing specific controls targeting the business' risk •Monitoring the culture, the staff, and the controls for effectiveness; Mergers and Acquisitions: Tips and Speed Bumps to Avoid: •Identifying potentialacquisition candidates •Make strategic acquisitions •Identify and understand company culture •Understand the keys to effective and efficient due diligence •Plan and execute an effective integration •Key considerations; Transition Smoothly in Business: Success and Fun in Your New Role: •What are the two crucial questions to ask when taking on a new role? •How to check out the new organization and the new manager -before you start •Approaches to maintaining professionalism whenothers do not •Ways to interact with multiple generations •Learning to adapt to changing situations •Techniques to integrate work and social life- Social media recommendations;
Major Topics:
Cybersecurity for the CFO: Ransomware and Beyond: •Identifying weaknesses within your cybersecurity •What are some of the more common threats? •Understand your most vulnerable risk -your employees, including you •How, where, and how many backup plans •Is an IT Disaster Recovery plan sufficient? •The pros and cons of the cloud •Do we truly understand our cyber-insurance policy? •The need for a method to shut everything down immediately •How cybersecurity is not for IT alone, it is crucial for the entire organization; Detecting Internal Fraud -Expect the Unexpected: •Defining the problem -what are the key elements of Occupational Fraud •Requirements for internal controls -SOX, FCPA, SAS 115 as well as lenders, investors, regulatory bodies •How to develop arisk profile for the organization and employees •Addressing company culture •Establishing specific controls targeting the business' risk •Monitoring the culture, the staff, and the controls for effectiveness; Mergers and Acquisitions: Tips and Speed Bumps to Avoid: •Identifying potentialacquisition candidates •Make strategic acquisitions •Identify and understand company culture •Understand the keys to effective and efficient due diligence •Plan and execute an effective integration •Key considerations; Transition Smoothly in Business: Success and Fun in Your New Role: •What are the two crucial questions to ask when taking on a new role? •How to check out the new organization and the new manager -before you start •Approaches to maintaining professionalism whenothers do not •Ways to interact with multiple generations •Learning to adapt to changing situations •Techniques to integrate work and social life- Social media recommendations;