BUNDLE: CFO Series – November 2026
BUNDLE: CFO Series – November 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: Build Your Team, Cohesive Teams That Get Results
CPE: 2
Field of Study: Business Management & Organization
Discussion Leader: Don Minges, MBA
Date: Friday, November 6, 11:00 am
Description: Teamwork is the ultimate competitive advantage, both because it is so powerful and so rare. Why do some teams produce and win, while others fail? What do great team leaders do that make their team a success? Whether you run the executive staff of a multinational company, a small department within a large organization, or even if you are a team member in a small team that needs improvement, we will share proven techniques to enhance teamwork. The best leaders are unselfish and put the team first. It is not complicated to build a team, but it takes effort, and we will show you how.
Week 2: CFO Series: Diversification: Risky or Risk Averse Strategy?
CPE: 2
Field of Study: Auditing
Discussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBA
Date: Friday, November 13, 11:00 am
Description: Some believe that diversification is a proven method to reduce risk, but – does diversification actually increase risk? The intention for diversification is critical. Most organizations misuse diversification and the blunders have been staggering. What lessons can we learn? How can diversification be implemented to achieve the intended goals? One key is to use a holistic approach, which we will elaborate and explain. Only then will diversification be advantageous. Leaders, the Board, auditors and team members must be aware of the myriad issues of diversification. Done right – diversification is a boon. We will explain what to do, how to do it properly, and what not to do!
Week 3: CFO Series: Storytelling Your Financials for Impact
CPE: 2
Field of Study: Accounting and Business Management & Organization
Discussion Leader: Robert Mims, CPA
Date: Friday, November 20, 11:00 am
Description: Data alone doesn’t drive decisions, stories do. Financial professionals must go beyond spreadsheets and craft compelling financial narratives that engage boards, CEOs, and team members. Using real-world examples, we’ll demonstrate how to frame financial results within a broader business story, drawing insights and communicating tangible meaning instead of just displaying boring numbers. Learn how to shift from “presenting financials” to telling a story that aligns with strategic goals, inspires confidence, and drives action. This session equips attendees with the tools to turn financial statements into strategic storytelling assets. Our clients do not recall numbers, but they do remember stories. Stories are memorable, we will show you how to use them.
Week 4: CFO Series: Raising Capital the Most Crucial Responsibility!
CPE: 2
Field of Study: Finance
Discussion Leader: Don Minges, MBA
Date: Friday, November 27, 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. It is vital to accept that those who consider investing their money want something in return. The riskier the investment, the higher the cost. To be successful at raising financing, you must plan extensively, have multiple alternatives, and consider the transaction from the investor’s perspective. Raising financing is a challenge, but we will show you how to assess the alternatives to suit the individual organization. Raising capital is tricky and grueling, but we will show you a proven process. Whether you are the CEO, CFO, Board member, accountant, consultant, or advisor, this seminar will help you understand what to consider when raising financing and how to do it.
Learning Objectives:
After attending this presentation, you will be able to…
Week 1 – Assess the symptoms of poor teamwork. Utilize proven techniques to enhance cooperation, trust, communication, listening and teamwork.
Week 2 – Assess diversification strategies. Recall the proper, effective way to diversify to reduce hazards.
Week 3 – Recall the elements of telling a story, relate them in a compelling financial narrative, and apply these techniques to enhance board and executive presentations.
Week 4 – Compare the advantages and disadvantages of various alternative financing methods. Assess different processes to raise capital.
Prerequisites:
Advanced Preparation:
Developed By:
Format:
Course Code:
Our Partners
NASBA Sponsor
BUNDLE: CFO Series – November 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: Build Your Team, Cohesive Teams That Get Results
CPE: 2
Field of Study: Business Management & Organization
Discussion Leader: Don Minges, MBA
Date: Friday, November 6, 11:00 am
Description: Teamwork is the ultimate competitive advantage, both because it is so powerful and so rare. Why do some teams produce and win, while others fail? What do great team leaders do that make their team a success? Whether you run the executive staff of a multinational company, a small department within a large organization, or even if you are a team member in a small team that needs improvement, we will share proven techniques to enhance teamwork. The best leaders are unselfish and put the team first. It is not complicated to build a team, but it takes effort, and we will show you how.
Week 2: CFO Series: Diversification: Risky or Risk Averse Strategy?
CPE: 2
Field of Study: Auditing
Discussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBA
Date: Friday, November 13, 11:00 am
Description: Some believe that diversification is a proven method to reduce risk, but – does diversification actually increase risk? The intention for diversification is critical. Most organizations misuse diversification and the blunders have been staggering. What lessons can we learn? How can diversification be implemented to achieve the intended goals? One key is to use a holistic approach, which we will elaborate and explain. Only then will diversification be advantageous. Leaders, the Board, auditors and team members must be aware of the myriad issues of diversification. Done right – diversification is a boon. We will explain what to do, how to do it properly, and what not to do!
Week 3: CFO Series: Storytelling Your Financials for Impact
CPE: 2
Field of Study: Accounting and Business Management & Organization
Discussion Leader: Robert Mims, CPA
Date: Friday, November 20, 11:00 am
Description: Data alone doesn’t drive decisions, stories do. Financial professionals must go beyond spreadsheets and craft compelling financial narratives that engage boards, CEOs, and team members. Using real-world examples, we’ll demonstrate how to frame financial results within a broader business story, drawing insights and communicating tangible meaning instead of just displaying boring numbers. Learn how to shift from “presenting financials” to telling a story that aligns with strategic goals, inspires confidence, and drives action. This session equips attendees with the tools to turn financial statements into strategic storytelling assets. Our clients do not recall numbers, but they do remember stories. Stories are memorable, we will show you how to use them.
Week 4: CFO Series: Raising Capital the Most Crucial Responsibility!
CPE: 2
Field of Study: Finance
Discussion Leader: Don Minges, MBA
Date: Friday, November 27, 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. It is vital to accept that those who consider investing their money want something in return. The riskier the investment, the higher the cost. To be successful at raising financing, you must plan extensively, have multiple alternatives, and consider the transaction from the investor’s perspective. Raising financing is a challenge, but we will show you how to assess the alternatives to suit the individual organization. Raising capital is tricky and grueling, but we will show you a proven process. Whether you are the CEO, CFO, Board member, accountant, consultant, or advisor, this seminar will help you understand what to consider when raising financing and how to do it.
Learning Objectives:
After attending this presentation, you will be able to…
Week 1 – Assess the symptoms of poor teamwork. Utilize proven techniques to enhance cooperation, trust, communication, listening and teamwork.
Week 2 – Assess diversification strategies. Recall the proper, effective way to diversify to reduce hazards.
Week 3 – Recall the elements of telling a story, relate them in a compelling financial narrative, and apply these techniques to enhance board and executive presentations.
Week 4 – Compare the advantages and disadvantages of various alternative financing methods. Assess different processes to raise capital.
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
- 11/6/2026 @ 11:00 AM
All times are Eastern Time Zone
