BUNDLE: CFO Series – August 2026
BUNDLE: CFO Series – August 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: How to Survive an Audit and Avoid Pitfalls!
CPE: 2
Field of Study: Auditing
Discussion Leader: Robert Berry, MBA, CPA, CIA, CISA
Date: Friday, August 7, 11:00 am
Description: If the word “audit” makes your team groan, you’re not alone. Whether it’s an internal review, a regulatory exam, or a full-blown financial audit, most finance and accounting teams face scrutiny from multiple directions. This seminar helps participants understand what auditors are really looking for, how to align your goals with theirs, and what you can do to make the audit process smoother, less stressful, and more productive. You’ll learn what to expect during each phase of the audit-planning, fieldwork, and reporting and walk away with practical strategies to improve your communication, documentation, and overall preparedness. Whether you’re supporting an external audit, prepping for compliance testing, or working with internal auditors, this session will help your team respond with clarity, confidence, and professionalism. We will show you how to streamline the audit process so it is easier for you and for the auditors, which saves time and money.
Week 2: CFO Series: Improving Profitability and Cut the Right Costs
CPE: 2
Field of Study: Finance
Discussion Leader: Don Minges, MBA
Date: Friday, August 14, 11:00 am
Description: Cost cutting is easy, but cutting the right costs is NOT easy. Most cost-cutting exercises fail, either by cutting the wrong costs, cutting too much, cutting too little, ignoring interrelated impacts, taking shortcuts, or waiting too long. The internal politics are problematic. One key solution is to take sufficient time to plan properly and assess the true goals and objectives. Planning is essential. We will show you how to cut the right costs correctly and avoid career-killing blunders.
Week 3: CFO Series: Cash Flow Statement: Enhancing the Ignored Statement
CPE: 2
Field of Study: Accounting
Discussion Leader: Robert Mims, CPA
Date: Friday, August 21, 11:00 am
Description: The cash flow statement is one of the most confusing financial reports, yet it has the potential to deliver the most essential keys to understand business performance. After all, cash is still both king and queen! This session explores how to present, interpret, and communicate cash flows effectively to help CEOs, boards, and decision-makers drive smarter results. By using the Sources and Uses format, professionals can make the statement more intuitive and actionable. Learn how to simplify cash flow information and focus discussions on what matters most; how cash is generated and deployed. We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood, and we will show you how to fix that.
Week 4: CFO Series: Beyond Likes & Shares: Social Media at Work
CPE: 2
Field of Study: Communications and Marketing
Discussion Leader: Jane Mims, PhD
Date: Friday, August 28, 11:00 am
Description: In our social media world of scrolling, liking, sharing, and sometimes reporting, there is a dilemma that hits hard in the workplace. Should we use social media? How can we use social media responsibly? Can we separate our personal self from our professional self? We will discuss the numerous errors made when dealing with social media and the negative fallout. Social media often drives cultural trends and conversations. Even if someone isn’t directly participating in these conversations online, they may still be exposed to them through mainstream media, conversations with others, or public events. We will review what is and is not acceptable for a professional to do. Your people ARE using social media, but are they using it to inadvertently damage the organization and the brand? Be prepared with a plan before another social media fiasco happens.
Learning Objectives:
After attending this presentation, you will be able to…
Week 1 – Prepare effectively for the planning and fieldwork phases. Improve communication with auditors and reduce common audit friction.
Week 2 – Analyze costs and choose which to cut and which not to cut. Assess the role and purpose of each cost cutting exercise.
Week 3 – Recognize the most misunderstood cash flow statements. Analyze alternative methods to make our users understand cash flow.
Week 4 – Analyze the need for a coherent social media policy. Distinguish between ethical and unethical usages of social media.
Prerequisites:
Advanced Preparation:
Developed By:
Format:
Course Code:
Our Partners
NASBA Sponsor
BUNDLE: CFO Series – August 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: How to Survive an Audit and Avoid Pitfalls!
CPE: 2
Field of Study: Auditing
Discussion Leader: Robert Berry, MBA, CPA, CIA, CISA
Date: Friday, August 7, 11:00 am
Description: If the word “audit” makes your team groan, you’re not alone. Whether it’s an internal review, a regulatory exam, or a full-blown financial audit, most finance and accounting teams face scrutiny from multiple directions. This seminar helps participants understand what auditors are really looking for, how to align your goals with theirs, and what you can do to make the audit process smoother, less stressful, and more productive. You’ll learn what to expect during each phase of the audit-planning, fieldwork, and reporting and walk away with practical strategies to improve your communication, documentation, and overall preparedness. Whether you’re supporting an external audit, prepping for compliance testing, or working with internal auditors, this session will help your team respond with clarity, confidence, and professionalism. We will show you how to streamline the audit process so it is easier for you and for the auditors, which saves time and money.
Week 2: CFO Series: Improving Profitability and Cut the Right Costs
CPE: 2
Field of Study: Finance
Discussion Leader: Don Minges, MBA
Date: Friday, August 14, 11:00 am
Description: Cost cutting is easy, but cutting the right costs is NOT easy. Most cost-cutting exercises fail, either by cutting the wrong costs, cutting too much, cutting too little, ignoring interrelated impacts, taking shortcuts, or waiting too long. The internal politics are problematic. One key solution is to take sufficient time to plan properly and assess the true goals and objectives. Planning is essential. We will show you how to cut the right costs correctly and avoid career-killing blunders.
Week 3: CFO Series: Cash Flow Statement: Enhancing the Ignored Statement
CPE: 2
Field of Study: Accounting
Discussion Leader: Robert Mims, CPA
Date: Friday, August 21, 11:00 am
Description: The cash flow statement is one of the most confusing financial reports, yet it has the potential to deliver the most essential keys to understand business performance. After all, cash is still both king and queen! This session explores how to present, interpret, and communicate cash flows effectively to help CEOs, boards, and decision-makers drive smarter results. By using the Sources and Uses format, professionals can make the statement more intuitive and actionable. Learn how to simplify cash flow information and focus discussions on what matters most; how cash is generated and deployed. We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood, and we will show you how to fix that.
Week 4: CFO Series: Beyond Likes & Shares: Social Media at Work
CPE: 2
Field of Study: Communications and Marketing
Discussion Leader: Jane Mims, PhD
Date: Friday, August 28, 11:00 am
Description: In our social media world of scrolling, liking, sharing, and sometimes reporting, there is a dilemma that hits hard in the workplace. Should we use social media? How can we use social media responsibly? Can we separate our personal self from our professional self? We will discuss the numerous errors made when dealing with social media and the negative fallout. Social media often drives cultural trends and conversations. Even if someone isn’t directly participating in these conversations online, they may still be exposed to them through mainstream media, conversations with others, or public events. We will review what is and is not acceptable for a professional to do. Your people ARE using social media, but are they using it to inadvertently damage the organization and the brand? Be prepared with a plan before another social media fiasco happens.
Learning Objectives:
After attending this presentation, you will be able to…
Week 1 – Prepare effectively for the planning and fieldwork phases. Improve communication with auditors and reduce common audit friction.
Week 2 – Analyze costs and choose which to cut and which not to cut. Assess the role and purpose of each cost cutting exercise.
Week 3 – Recognize the most misunderstood cash flow statements. Analyze alternative methods to make our users understand cash flow.
Week 4 – Analyze the need for a coherent social media policy. Distinguish between ethical and unethical usages of social media.
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
- 8/7/2026 @ 11:00 AM
All times are Eastern Time Zone
