BUNDLE: CFO Series – September 2026
BUNDLE: CFO Series – September 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: Execute Your Strategy: Turn Plans into Results
CPE: 2
Field of Study: Auditing and Business Management & Organization
Discussion Leader: Robert Mims, CPA
Date: Friday, September 4, 11:00 am
Description: Organizations that execute a wise strategy succeed; others are executed in the market. 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 This session explores the critical transition from strategy to performance while challenging outdated planning models and myths. We often don’t think of strategy in the same context of longer-term organizational projects, like ERP transitions or risk management. Why should you consider “killing” your current plan and building a new plan centered around financial performance? We’ll dive into the reasons strategies fail, uncover the practical tools for bridging the planning-performance gap, and explore how strong financial integration enables strategy to succeed. We will review what works and what must be stopped immediately.
Week 2: CFO Series: Advanced Financial Analysis: Use the Right Tools
CPE: 2
Field of Study: Finance
Discussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBA
Date: Friday, September 11, 11:00 am
Description: Humans are hard-wired to fear uncertainty, but we can learn from the ambiguity that is common today. The upside of uncertainty is that it is the gateway to new possibilities, including new tools. 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 3: CFO Series: Accounting for People: Trends, Costs, & Talent
CPE: 2
Field of Study: Accounting and Business Management & Organization
Discussion Leader: Robert Mims, CPA
Date: Friday, September 18, 11:00 am
Description: Do you truly feel qualified to manage HR? Leaders are increasingly responsible for the human resources function, despite limited formal training in people management. This seminar explores how to account for people as a valued asset rather than an expense. Managing the costs, trends, and risks associated with today’s ever-changing workforce has changed. From recruiting and retention, to engagement and compensation alternatives. The modern finance leader must understand how employee-related decisions drive both performance and profitability. 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?
Week 4: CFO Series: Amazingly Crazy Fraud Cases – Lessons Learned
CPE: 2
Field of Study: Auditing
Discussion Leader: Robert Berry MBA, CPA, CIA, CISA
Date: Friday, September 25, 11:00 am
Description: Some fraud cases are so unbelievable, they sound like Hollywood scripts, but they’re all real, and we can learn a lot from them. In this fast-paced, story-driven discussion we’ll review some outrageous fraud cases; from forged financials and luxury lifestyles, to deepfakes and fake companies that fooled the smartest people in the room. You’ll hear the stories, spot the red flags, and walk away with practical takeaways to help you strengthen your professional skepticism, identify fraud warning signs, and build a better fraud prevention mindset. If you enjoy a relevant story with a side of financial insight, you’re in the right place. We all can learn valuable lessons from these outrageous and real frauds.
Learning Objectives:
After attending this presentation, you will be able to…
Week 1 – Assess multiple possible solutions to execute a sound strategy. Create a strategy that includes risk management.
Week 2 – Recall appropriate tools to use to help augment financial analysis. Utilize modern tools for advanced financial analysis.
Week 3 – Recognize the challenges in valuing and reporting on human capital and reviewing potential solutions to build a great workforce.
Week 4 – Identify common red flags and warning signs of financial fraud. Apply lessons learned to improve fraud awareness in your organization.
Prerequisites:
Advanced Preparation:
Developed By:
Format:
Course Code:
Our Partners
NASBA Sponsor
BUNDLE: CFO Series – September 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: Execute Your Strategy: Turn Plans into Results
CPE: 2
Field of Study: Auditing and Business Management & Organization
Discussion Leader: Robert Mims, CPA
Date: Friday, September 4, 11:00 am
Description: Organizations that execute a wise strategy succeed; others are executed in the market. 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. We often don’t think of strategy in the same context of longer-term organizational projects, like ERP transitions or risk management. Why should you consider “killing” your current plan and building a new plan centered around financial performance? We’ll dive into the reasons strategies fail, uncover the practical tools for bridging the planning-performance gap, and explore how strong financial integration enables strategy to succeed. We will review what works and what must be stopped immediately.
Week 2: CFO Series: Advanced Financial Analysis: Use the Right Tools
CPE: 2
Field of Study: Finance
Discussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBA
Date: Friday, September 11, 11:00 am
Description: Humans are hard-wired to fear uncertainty, but we can learn from the ambiguity that is common today. The upside of uncertainty is that it is the gateway to new possibilities, including new tools. 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 3: CFO Series: Accounting for People: Trends, Costs, & Talent
CPE: 2
Field of Study: Accounting and Business Management & Organization
Discussion Leader: Robert Mims, CPA
Date: Friday, September 18, 11:00 am
Description: Do you truly feel qualified to manage HR? Leaders are increasingly responsible for the human resources function, despite limited formal training in people management. This seminar explores how to account for people as a valued asset rather than an expense. Managing the costs, trends, and risks associated with today’s ever-changing workforce has changed. From recruiting and retention, to engagement and compensation alternatives. The modern finance leader must understand how employee-related decisions drive both performance and profitability. 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?
Week 4: CFO Series: Amazingly Crazy Fraud Cases – Lessons Learned
CPE: 2
Field of Study: Auditing
Discussion Leader: Robert Berry MBA, CPA, CIA, CISA
Date: Friday, September 25, 11:00 am
Description: Some fraud cases are so unbelievable, they sound like Hollywood scripts, but they’re all real, and we can learn a lot from them. In this fast-paced, story-driven discussion we’ll review some outrageous fraud cases; from forged financials and luxury lifestyles, to deepfakes and fake companies that fooled the smartest people in the room. You’ll hear the stories, spot the red flags, and walk away with practical takeaways to help you strengthen your professional skepticism, identify fraud warning signs, and build a better fraud prevention mindset. If you enjoy a relevant story with a side of financial insight, you’re in the right place. We all can learn valuable lessons from these outrageous and real frauds.
Learning Objectives:
After attending this presentation, you will be able to…
Week 1 – Assess multiple possible solutions to execute a sound strategy. Create a strategy that includes risk management.
Week 2 – Recall appropriate tools to use to help augment financial analysis. Utilize modern tools for advanced financial analysis.
Week 3 – Recognize the challenges in valuing and reporting on human capital and reviewing potential solutions to build a great workforce.
Week 4 – Identify common red flags and warning signs of financial fraud. Apply lessons learned to improve fraud awareness in your organization.
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
- 9/4/2026 @ 11:00 AM
All times are Eastern Time Zone
