| August 27, 2018 | 8:30-4:30 PM EDT | | CFO Series - Budgets and ProjectionsWe all make predictions in our personal and professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future. How can we use best practices and current research to improve our ability to predict the future?
This seminar will examine current best practices in forecasting to help us prepare better budgets and projections. We will also examine budgeting pitfalls and ways to avoid budget traps. We will discuss the risks that cause actual results to vary from our predictions and discuss methods to deal with both known and unknown risks.
HighlightsMaking Predictions
We all make predictions in our personal and professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future. In the past few years, research into improving predictions has advanced. We will look at this research and current best practices in forecasting to help us prepare better budgets and projections.
Becoming a Great Predictor
Imagine being able to see into the future with confidence. The ability to be a great forecaster is not innate but learned. By examining great forecasters, we can learn to improve our ability to predict the future. We will examine best practices and current research to improve our ability to predict events that will affect our business.
Creating Great Projections and Budgets
Like going to the dentist or running on a treadmill, we know our organization’s budgeting process is good for us even though most of us dread the process. However, if we truly understand why budgeting is so important, it becomes both easier and less terrifying. This session will examine budgeting pitfalls, ways to avoid budget traps look at ways to improve the budgeting process through better measurement and reporting.
Why Black Swan Risks Matter
We can never perfectly predict the future. This session examines the risks that cause actual results to vary from our predictions. Often the greatest risks to our businesses are from risks we cannot possibly know. This session will look at both knowable and those unknown risks and discuss methods to deal with both known and unknown risks.
Benefits- Prepare better budgets and projections
- Improve ability to predict events
- Improve budgeting process
Designed ForThis series is for people who are, or aspire to be, chief financial officers. The discussions will be most appropriate for people in medium-sized organizations. View Full Event Details |
| September 25, 2018 | 8:30-4:30 PM EDT | | CFO Series - Managing Your ResourcesExecutive Education’s CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose an entire year’s worth of CPE with a single decision. The CFO Series consists of a year’s worth of CPE including 20, two-hour topics presented by 5 different speakers spread over five months. Arrange all 40 credits you need by signing up for just one series. Each day consists of a different expert, leading discussions about four different topics. The CFO Series features high-quality presentations and the interactive, executive level colleague-to-colleague approach CFOs have come to expect from Executive Education, Inc. Each topic and each day stands on its own. If you are not sure about making a five-day commitment, sign up for just a single day. We think you will come back for more! HighlightsDoing More with Less
Do you have too much to do and not enough time to do it? Running efficient accounting and finance functions is not rocket science, but it does require that you get the simple things right. This session covers issues that you may not have thought about that can deeply affect your financial department’s operations.
Data Analysis and Management
Studying financial results can tell us what business activities need improvement, but often leaves little insight into how to improve. To improve our organization's bottom line, we must learn ways to increase revenue or decrease cost. This comes from gaining new insights about customers, products and processes. Learn more about how to gather and interpret non-financial data.
Getting the Most from Your Information Systems
Are your information systems working for you or are you working for your information systems? Your information systems can make your job go smoothly or make your life miserable. In which world would you rather work?
This session provides insights into selecting, installing and using information systems. Even if new software is not in your future, this session will give you insights into improving your current systems, making them far easier to use.
Staff Retention: Attract and Keep the Best People
Does it seem like you spend far too much time recruiting? Do your people leave just as they become productive? If you think your turnover is because Millennials are different from earlier generations, you probably are not looking at the real source of your problem. Learn the changes you should make now!
Benefits
- Gain new insights about customers, products and processes
- Learn more about how to gather and interpret non-financial data
- Provides an overview on selecting, installing and using information systems
Designed ForThis series is for people who are, or aspire to be, chief financial officers. The discussions will be most appropriate for people in medium-sized organizations. View Full Event Details |
| October 23, 2018 | 8:30-4:30 PM EDT | | CFO Series: Technical CompetenceExecutive Education’s CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose an entire year’s worth of CPE with a single decision. The CFO Series consists of a year’s worth of CPE including 20, two-hour topics presented by 5 different speakers spread over five months. Arrange all 40 credits you need by signing up for just one series. Each day consists of a different expert, leading discussions about four different topics. The CFO Series features high-quality presentations and the interactive, executive level colleague-to-colleague approach CFOs have come to expect from Executive Education, Inc.
Each topic and each day stands on its own. If you are not sure about making a five-day commitment, sign up for just a single day. We think you will come back for more! HighlightsCOSO Update: Changing Risk Management Standards
COSO provides the accounting profession’s definitive risk management standards, which it continues to update and refine. The COSO guidelines provide a strong foundation for assessing and mitigating risk. The latest standards help organizations design and implement internal controls, addressing both operational and compliance objectives. Following the guidelines does not guarantee you will never have risks, but it does increase the probability you will anticipate and mitigate risks before they occur. COSO recommends organizations quickly transition their control evaluations, tools and documentation to the latest frameworks. This session shows you how.
Revenue Recognition and Lease Accounting
FASB has issued new standards for revenue and lease accounting that will go into effect soon. Some companies will have major revenue recognition changes. Two types of leases remain, each with their own unique accounting treatment, but the old operating lease concept has disappeared. This session will help you become prepared for the reporting changes that await you in the near future.
Implementing the Balanced Scorecard: Get Success on Track
An introduction and overview of the Balanced Scorecard aimed at executives and financial managers who want or need to understand the principles of the Balanced Scorecard and how it works in practical terms.
Raising Financing
This session reviews proven methods to raise capital and discusses new methods to raise financing such as Crowdfunding. What are the pros, cons, and sources for each type of financing? What do banks require when you borrow? What do equity investors look for when analyzing making an equity investment? What are the fundraising techniques that small enterprises commonly use that established businesses can now use? How do you present the request for capital to increase your chances for success? If you are involved with raising capital, this material is essential.
Benefits
- Anticipate and mitigate risks before they occur
- Prepare for the reporting changes
- Understand the principles of the Balanced Scorecard
- Discuss new methods to raise financing
Designed ForThis series is for people who are, or aspire to be, chief financial officers. The discussions will be most appropriate for people in medium-sized organizations. View Full Event Details |
| November 13, 2018 | 8:30-4:30 PM EDT | | CFO Series: Honing Your Management StyleYou probably did not get into financial management because you were good with people. You entered this profession because you were good with numbers. However, now that you are a middle or upper level financial manager, your success or failure will be measured by how well you can turn the talents of others into performance. This session will help you Hone Your Management Style. HighlightsIntrovert Power: Why Quiet Leaders are So Successful
Leaders were once chosen for their character but today we live in an age where “loudmouthed extroverts” seem to take center stage in everything, including business, politics and entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive and sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset.
Teamwork: Create a Cohesive Team
Why do some teams produce and win, while other teams fail? What do the leaders of great teams do that make the 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 team that needs improvement, we will share proven techniques to enhance teamwork. It is not complicated to build a team, but it is difficult. Teamwork is the ultimate competitive advantage both because it is so powerful and rare. “If you could get all the people in the organization pulling in the same direction, you could dominate any industry, in any market, against any competition, at any time” says Patrick Lencioni, the author of the book, The Five Dysfunctions of a Team.
Devious Ethics: Dealing with Snakes in Suits
Good people believe everyone else is just like them. They cannot imagine someone could con them or their company while having no guilt or remorse about what they did. Lack of guilt and empathy are key traits of a psychopath. Experts estimate that one out of 25 corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status and sex, leaving a path of shattered expectations, empty wallets, and broken hearts in their wake. Learn how to recognize and deal with others who have no conscience.
Leaders Eat Last: Ethical Leaders Serve
Trust is essential, because without trust, there can be no teamwork. Trust is like oxygen, when it is gone - we suffocate. This session provides a 15-step action plan to gain commitment from your team members, build trust, hold each person accountable and create results for your organization.
Benefits- Learn why your desire to spend significant time inside your own head may be your greatest asset
- Identify share proven techniques to enhance teamwork creating a cohesive team
- Learn how to recognize and deal with others who have no conscience
- Learn how to to gain commitment from your team members, build trust, hold each person accountable and create results for your organization
Designed ForThis series is for people who are, or aspire to be, chief financial officers. The discussions will be most appropriate for people in medium-sized organizations. View Full Event Details |
| December 6, 2018 | 8:30-4:30 PM EST | | CFO Series: Reinventing the Finance RoleJust as the financial management tools and techniques of a generation ago are not good enough for today, those of today will not be good enough for the future. Attend the CFO Series - Reinventing the Finance Role for four sessions that will stimulate your thinking about how you might manage your department in the future. HighlightsReinventing the Finance Role
When everything you must accomplish seems overwhelming, it is often hard to see the big picture. Step back and understand your role as others do. Your board, CEO, peers and the rest of the organization are customers for the information you create. Understanding their perspective will change how you gather, process and distribute information. It will change your focus from dealing with the past to collaborating with others to make the future happen. As a result, you will work more efficiently and will be far more valued. This session will help stimulate your way of thinking about your own position and the department you run.
Financial Management: 10 Tips for Success and 13 Signs of Failure
Today’s effective financial leader must establish on-going credibility and adaptability to be effective. Finance professionals operate in a landscape of constant flux, yet financial management’s fundamental success skills do not vary. Hear veteran accounting speaker Richard Karwic discuss why some financial managers succeed while others fail.
Generations at Work: Finding Common Ground
The dynamics of today’s workforce ARE changing. Gone are the days when managers spent years working their way up the company’s ladder. Because of the relatively small population of Generation Xers, leadership is transitioning many management positions from Baby Boomers to Millennials. The result is a greater age difference between colleagues.
This session explores the differences between the generations who make up the current workforce and the implications, both positive and negative, of the gap. We will explain why finding common ground is crucial to survival, and how to accomplish it. Receive practical tips and tricks to manage multiple generations in our work places.
The Business Secrets of Trappist Monks
"The Business Secrets of the Trappist Monks," by August Turak, has been an unconventional business best seller. What makes the Trappist Monks successful? The short answer is the monks discovered an amazing secret: “It is in our own self-interest to forget our self-interest.” Just like every business, a Trappist monastery must be self-sufficient. Trappists are world famous for many products, from cheese to wool to, most famously, beer. If they do not sell their goods, they do not eat. The Trappists have learned the hard way many lessons that are effective for every business; honing their business skills for 350 years. We discuss key lessons applicable to any business.
Benefits- Receive practical tips and tricks to manage multiple generations in our work places
- Learn how to change your focus from dealing with the past to collaborating with others to make the future happen
- Identify the differences between the generations who make up the current workforce and the implications, both positive and negative, of the gap
Designed ForThis series is for people who are, or aspire to be, chief financial officers. The discussions will be most appropriate for people in medium-sized organizations. View Full Event Details |