BUNDLE: CFO Series – October 2026
BUNDLE: CFO Series – October 2026
CPE Credit:
Overview
Description:
Field of Study:
Instructor
Instructor:
Additional Details
Who should attend:
Program Level:
Program Content:
The major topics that will be covered in this course include:
All times listed are Eastern Time Zone
Week 1: CFO Series: Acute Uncertainty Won’t Go Away = More Failures?
CPE: 2
Field of Study: Auditing and Finance
Discussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBA
Date: Friday, October 2, 11:00 am
Description: “Man plans, God laughs.” Perfection is fantasy, we must accept uncertainty. Most of our plans are useless and outdated within weeks after we think they are ‘finished’. Welcome to today’s world, e.g., the pandemic, great recession, supply chain issues, tax changes, tariffs and countless other changes that come from nowhere. What do we do? Do we stop planning? No! Instead we need to change what we do because the ‘old’ methods have failed countless times. We must change our way of thinking in a world where change is normal and a better way to plan. Some risks can be quantified, but most cannot. Some hazards are measurable, most are not. We will discuss multiple tactics to minimize (as best as practical) threats and gambles so we can feel better about our decisions. We can do a better at planning and dealing with uncertainties, but it is impossible to be perfect. Join us to learn how can we better deal with an ever-changing environment. There are methods to deal with ambiguity and doubt, we will review these approaches to help you plan.
Week 2: CFO Series: Internal Controls That Matter: Smart Practices
CPE: 2
Field of Study: Auditing
Discussion Leader: Robert Berry MBA, CPA, CIA, CISA
Date: Friday, October 9, 11:00 am
Description: Internal controls don’t have to be complicated, but they must be effective and intentional. In many organizations, especially small to mid-sized ones, internal controls are informal or incomplete, exposing teams to unnecessary risk. This discussion helps finance and accounting professionals understand what internal controls really are, why they matter, and how to build systems that actually work without overwhelming your people or processes. We’ll discuss how to design, implement, and monitor core controls across financial reporting, operations, and compliance, using real-world examples that scale to fit your organization. Whether you’re starting from scratch or tightening what’s already there, this seminar will help you put the right checks and balances in place to protect your resources, your people, and your reputation.
Week 3: CFO Series: Identify the ‘Good’ Clients to Improve Margins
CPE: 2
Field of Study: Business Management & Organization
Discussion Leader: Robert Mims, CPA
Date: Friday, October 16, 11:00 am
Description: Some customers are unprofitable from an economic or time perspective, but many organizations do not know the difference. When an organization has a unique, well-differentiated service or product, understanding value from the customer’s perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what is valuable from the customer’s point of view. What is value? Why do brand, value, and customer focus matter? Developing a deep understanding of our customers is vital. Our most important customer might be someone we haven’t yet recognized. Understanding both external clients and internal stakeholders, including the evolving role of the finance department, is critical to long-term success.
Week 4: CFO Series: Decision Making in Our Non-linear World
CPE: 2
Field of Study: Auditing and Finance
Discussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBA
Date: Friday, October 23, 11:00 am
Description: We live in a non-linear world that is neither predictable nor stable. Sometimes we may feel that we may just as well ‘throw the dice’ since making decisions seem like playing an unpredictable game. What we need are better tactics and tools to improve our decision-making process. All decisions are about the future, and the future is uncertain. In this seminar we will examine the decision-making process itself to find better ways of managing an uncertain future. We will examine the fundamental concepts that we learned in management accounting and will challenge some of the conventional wisdom and correct some common misconceptions.
Learning Objectives:
After attending this presentation, you will be able to…
Week 1 – Indicate strategies to manage uncertainty. Develop strategies to deal with unpredictable events.
Week 2 – Identify five core components of a strong control framework. Implement internal controls using practical, scalable steps.
Week 3 – Recognize different types of customers, including internal stakeholders. Build brand value and retain your best, most valuable customers over the long term.
Week 4 – Assess your current decision-making process. Recall better plans and approaches to minimize uncertainty.
Prerequisites:
Advanced Preparation:
Developed By:
Format:
Course Code:
Our Partners
NASBA Sponsor
BUNDLE: CFO Series – October 2026
Course Code:
Program Level:
Description:
Program Content:
The major topics that will be covered in this course include:
All times listed are Eastern Time Zone
Week 1: CFO Series: Acute Uncertainty Won’t Go Away = More Failures?
CPE: 2
Field of Study: Auditing and Finance
Discussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBA
Date: Friday, October 2, 11:00 am
Description: “Man plans, God laughs.” Perfection is fantasy, we must accept uncertainty. Most of our plans are useless and outdated within weeks after we think they are ‘finished’. Welcome to today’s world, e.g., the pandemic, great recession, supply chain issues, tax changes, tariffs and countless other changes that come from nowhere. What do we do? Do we stop planning? No! Instead we need to change what we do because the ‘old’ methods have failed countless times. We must change our way of thinking in a world where change is normal and a better way to plan. Some risks can be quantified, but most cannot. Some hazards are measurable, most are not. We will discuss multiple tactics to minimize (as best as practical) threats and gambles so we can feel better about our decisions. We can do a better at planning and dealing with uncertainties, but it is impossible to be perfect. Join us to learn how can we better deal with an ever-changing environment. There are methods to deal with ambiguity and doubt, we will review these approaches to help you plan.
Week 2: CFO Series: Internal Controls That Matter: Smart Practices
CPE: 2
Field of Study: Auditing
Discussion Leader: Robert Berry MBA, CPA, CIA, CISA
Date: Friday, October 9, 11:00 am
Description: Internal controls don’t have to be complicated, but they must be effective and intentional. In many organizations, especially small to mid-sized ones, internal controls are informal or incomplete, exposing teams to unnecessary risk. This discussion helps finance and accounting professionals understand what internal controls really are, why they matter, and how to build systems that actually work without overwhelming your people or processes. We’ll discuss how to design, implement, and monitor core controls across financial reporting, operations, and compliance, using real-world examples that scale to fit your organization. Whether you’re starting from scratch or tightening what’s already there, this seminar will help you put the right checks and balances in place to protect your resources, your people, and your reputation.
Week 3: CFO Series: Identify the ‘Good’ Clients to Improve Margins
CPE: 2
Field of Study: Business Management & Organization
Discussion Leader: Robert Mims, CPA
Date: Friday, October 16, 11:00 am
Description: Some customers are unprofitable from an economic or time perspective, but many organizations do not know the difference. When an organization has a unique, well-differentiated service or product, understanding value from the customer’s perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what is valuable from the customer’s point of view. What is value? Why do brand, value, and customer focus matter? Developing a deep understanding of our customers is vital. Our most important customer might be someone we haven’t yet recognized. Understanding both external clients and internal stakeholders, including the evolving role of the finance department, is critical to long-term success.
Week 4: CFO Series: Decision Making in Our Non-linear World
CPE: 2
Field of Study: Auditing and Finance
Discussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBA
Date: Friday, October 23, 11:00 am
Description: We live in a non-linear world that is neither predictable nor stable. Sometimes we may feel that we may just as well ‘throw the dice’ since making decisions seem like playing an unpredictable game. What we need are better tactics and tools to improve our decision-making process. All decisions are about the future, and the future is uncertain. In this seminar we will examine the decision-making process itself to find better ways of managing an uncertain future. We will examine the fundamental concepts that we learned in management accounting and will challenge some of the conventional wisdom and correct some common misconceptions.
Learning Objectives:
After attending this presentation, you will be able to…
Week 1 – Indicate strategies to manage uncertainty. Develop strategies to deal with unpredictable events.
Week 2 – Identify five core components of a strong control framework. Implement internal controls using practical, scalable steps.
Week 3 – Recognize different types of customers, including internal stakeholders. Build brand value and retain your best, most valuable customers over the long term.
Week 4 – Assess your current decision-making process. Recall better plans and approaches to minimize uncertainty.
Who should attend:
Developed By:
Instructor:
CPE Credit:
Field of Study:
Prerequisites:
Advanced Preparation:
Format:
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$249.00
Upcoming Dates
- 10/2/2026 @ 11:00 AM
All times are Eastern Time Zone
