CFO Series: Become More Effective

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(800) 342-3197 if you wish to inquire about registering.

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8.0 Credits

The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.

Each topic provides a one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to learn and take away ideas that can be implemented immediately.

All topics each day stand on their own. If you are not sure about making a multi-day commitment, sign up for just a single day and give it a try. We think you will come back for more!


Participants will be able to:

  • Learn to think more critically
  • Understand how to network more effectively
  • Gain insights into how to manage compensation and bonus plans more effectively
  • Learn some of MS Word's advanced features

Major Topics

Topics of discussion will include:

Critical Thinking for Financial Professionals - What were they thinking?  Why do business leaders sometimes make horrible decisions that severely damage themselves and their organizations?  It is tempting to assume that a poor choice must be due to a leader’s incompetence, inexperience, bad character, or low intelligence – but such easily attributed factors generally aren’t the true cause when leaders blunder.  In such situations, many turn to finance and accounting professionals for evaluation, answers, remedies, and solutions for improved future decision-making.

Effective Networking: Take Control of Your Career - It is not who you know, but who knows you. You land jobs, win clients, make sales and get promotions based on your visibility within your company, industry and business community.  According to several studies, 70-75% of all new jobs are found through networking.  Despite knowing that we should network, the prospect of talking to other people in a room full of total strangers or making new phone contacts may terrify us.

The unknowns scare us most of all.  This session will help you find the courage to network by preparing you for that phone contact or networking event.  We will talk about what to say, how to say it and most importantly, why you will do your most effective networking when you listen a lot more than you talk.  The skills from this session can put you on the path to networking like an expert.

The CFO's Role in Compensation and Bonus Plans: For many organizations, compensation is the single most important cost category.  This session will discuss why the CFO must involve themselves with compensation and benefit plan design and administration.  This session will pay particular attention to bonus plans, covering plan design, administration and common plan features currently in use today.

MS Word: Advanced Features - Financial professionals are often Excel experts but are unaware of MS Word tools that can save time and make their written communications considerably more professional looking and easier to read.  This session covers tools you have probably never used and others you may not be using correctly.  Your whole department could use this course!

Designed For

This course is designed for people who are, or aspire to be, chief financial officers. The discussions will be most appropriate for people in medium-sized organizations.


  • Management experience helpful.
  • Experience using Microsoft Word.

Advanced Preparation

  • Experience preparing or reviewing accounting processes and reports.
  • Experience working with internal clients or external clients and business leaders.
  • Helpful to bring a laptop or IPad

FICPA EZMaterials! Instead of picking up paper manuals at the event, you’ll be able to download the EZMaterials as searchable PDFs to your laptop, tablet or other device seven days before the event.