BUNDLE: CFO Series – May 2026

BUNDLE: CFO Series – May 2026

CPE Credit:
8

Overview

Description:
This series includes four 2-hour consecutive Friday sessions, airing live beginning May 1, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course. You receive significant savings when purchasing these webinars as a 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.
Field of Study:
Finance (4 CPE) Business Management & Organization (2 CPE) Accounting (1 CPE) Auditing (1 CPE)

Instructor

Instructor:
Various Instructors

Additional Details

Who should attend:
This series is for people who are, or aspire to be, chief financial officers.
Program Level:
Intermediate
Program Content:

The major topics that will be covered in this course include:

All times listed are Eastern Time Zone

Week 1: Raising Capital: Executing the Most Crucial Responsibility!

https://webinars.cpacrossings.com/KIDMRCM2 

CPE: 2

Field of Study: Finance

Discussion Leader: Don Minges, MBA

Date: Friday, May 1, 11:00 am

Description: The most essential challenge for any organization is to raise capital. No financing means no employees, no internet, and no bank account, meaning there is no organization. Raising financing provides the lifeblood, a must-do for every CEO and CFO. How do you raise funds to finance an organization? What are the alternatives in addition to debt or equity? What are the pros and cons of each? We will discuss what to do and how to do it in detail. 

 

Week 2: Execute Your Strategy: Turn Plans into Results

https://webinars.cpacrossings.com/KIRMEYS2 

CPE: 2

Field of Study: Auditing 1.0 and BMO 1.0

Discussion Leader: Bob Mims, CPA

Date: Friday, May 8, 11:00 am

Description: Many organizations invest significant time in strategic planning but fall short when it comes to execution. According to McKinsey, most fail to properly execute their strategy. This session explores the critical transition from strategy to performance while challenging outdated planning models and myths.

 

Week 3: Advanced Financial Analysis: Use the Right Tools

https://webinars.cpacrossings.com/KIBMAFA2 

CPE: 2

Field of Study: Finance

Discussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBA

Date: Friday, May 15, 11:00 am

Description: The analytical tools we currently use were designed for the physical world, but today we live in a data-driven digital world, especially for those in the service economy. What are the best tools to deal with unknowns and ambiguity in today’s environment? We will show you how to use the right tools in the proper manner.

 

Week 4: Accounting for People: Trends, Costs, and Workplace Talent

https://webinars.cpacrossings.com/KIRMAPT2 

CPE: 2

Field of Study: Accounting 1.0 and BMO 1.0

Discussion Leader: Bob Mims, CPA

Date: Friday, May 22, 11:00 am

Description: This session will examine the financial implications of HR trends, workforce planning, and the evolving role of talent strategy. We’ll also explore how to influence investments in people through accounting and reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you?

Learning Objectives:

After attending this presentation, you will be able to…

Week 1

  • Recall methods to potentially finance the organization.
  • Compare the advantages and disadvantages of various alternative financing methods.
  • Assess different processes to raise capital.

Week 2

  • Analyze how and why most strategic plans fail.
  • Assess multiple possible solutions to execute a sound strategy.
  • Create a strategy that includes risk management.

Week 3

  • Analyze tools to help inform decision makers.
  • Recall appropriate tools to use to help augment financial analysis.
  • Utilize modern tools for advanced financial analysis.

Week 4

  • Analyze current trends affecting engagement and employment. 
  • Recognize the challenges in valuing and reporting on human capital and reviewing potential solutions to build a great workforce.
Prerequisites:
None
Advanced Preparation:
None
Developed By:
The Knowledge Institute, LLC
Format:
Group-Internet-Based
Course Code:
BUCF0526

Registration:

$249.00

Attendee Information

Please select one of the following options to register for this webinar:

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BUNDLE: CFO Series – May 2026

Course Code:
BUCF0526
Program Level:
Intermediate
Description:
This series includes four 2-hour consecutive Friday sessions, airing live beginning May 1, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course. You receive significant savings when purchasing these webinars as a 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.
Program Content:

The major topics that will be covered in this course include:

All times listed are Eastern Time Zone

Week 1: Raising Capital: Executing the Most Crucial Responsibility!

https://webinars.cpacrossings.com/KIDMRCM2 

CPE: 2

Field of Study: Finance

Discussion Leader: Don Minges, MBA

Date: Friday, May 1, 11:00 am

Description: The most essential challenge for any organization is to raise capital. No financing means no employees, no internet, and no bank account, meaning there is no organization. Raising financing provides the lifeblood, a must-do for every CEO and CFO. How do you raise funds to finance an organization? What are the alternatives in addition to debt or equity? What are the pros and cons of each? We will discuss what to do and how to do it in detail. 

 

Week 2: Execute Your Strategy: Turn Plans into Results

https://webinars.cpacrossings.com/KIRMEYS2 

CPE: 2

Field of Study: Auditing 1.0 and BMO 1.0

Discussion Leader: Bob Mims, CPA

Date: Friday, May 8, 11:00 am

Description: Many organizations invest significant time in strategic planning but fall short when it comes to execution. According to McKinsey, most fail to properly execute their strategy. This session explores the critical transition from strategy to performance while challenging outdated planning models and myths.

 

Week 3: Advanced Financial Analysis: Use the Right Tools

https://webinars.cpacrossings.com/KIBMAFA2 

CPE: 2

Field of Study: Finance

Discussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBA

Date: Friday, May 15, 11:00 am

Description: The analytical tools we currently use were designed for the physical world, but today we live in a data-driven digital world, especially for those in the service economy. What are the best tools to deal with unknowns and ambiguity in today’s environment? We will show you how to use the right tools in the proper manner.

 

Week 4: Accounting for People: Trends, Costs, and Workplace Talent

https://webinars.cpacrossings.com/KIRMAPT2 

CPE: 2

Field of Study: Accounting 1.0 and BMO 1.0

Discussion Leader: Bob Mims, CPA

Date: Friday, May 22, 11:00 am

Description: This session will examine the financial implications of HR trends, workforce planning, and the evolving role of talent strategy. We’ll also explore how to influence investments in people through accounting and reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you?

Learning Objectives:

After attending this presentation, you will be able to…

Week 1

  • Recall methods to potentially finance the organization.
  • Compare the advantages and disadvantages of various alternative financing methods.
  • Assess different processes to raise capital.

Week 2

  • Analyze how and why most strategic plans fail.
  • Assess multiple possible solutions to execute a sound strategy.
  • Create a strategy that includes risk management.

Week 3

  • Analyze tools to help inform decision makers.
  • Recall appropriate tools to use to help augment financial analysis.
  • Utilize modern tools for advanced financial analysis.

Week 4

  • Analyze current trends affecting engagement and employment. 
  • Recognize the challenges in valuing and reporting on human capital and reviewing potential solutions to build a great workforce.
Who should attend:
This series is for people who are, or aspire to be, chief financial officers.
Developed By:
The Knowledge Institute, LLC
Instructor:
Various Instructors
CPE Credit:
8
Field of Study:
Finance (4 CPE) Business Management & Organization (2 CPE) Accounting (1 CPE) Auditing (1 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based

Registration:

$249.00

Attendee Information

Please select one of the following options to register for this webinar:

OR

Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register

Price

Single Registration
$249.00

Upcoming Dates

  • 5/1/2026 @ 9:00 AM

All times are Eastern Time Zone

Developed By

Your Instructor

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