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Date / Time / Location

Monday, September 24, 2018
8:30 AM - 4:30 PM
Registration: 8:00 AM

The Mansion on Main Street3000 Main Street
Voorhees, NJ 08043

CPE Credits

  • 8.00 CPE Credits in MT


  • $279.00 - Member
  • $379.00 - Non Member

Course Developer

The title “Chief Financial Officer” is not an accurate description for what many financial managers do because the word “chief” implies the company has more than one degreed accountant. This seminar covers four major topics of importance to the financial manager who must do it all. We have designed Only Financial Officer 3.0 to give financial managers in small to medium-sized companies the high-level skills needed to act as a member of top management.

Designed For

For people who are the only degreed accountant in small to medium-sized companies.


  • Learn the skills needed to manage people including how to inspire young professionals
  • Discuss and understand the new MS Word Advanced features and how you can incorporate them into your writing
  • Recognize new pricing for profitability and the mistakes that could be made
  • Learn how to negotiate with your banker


Managing People
  • Learn to inspire young people
  • Create a collaborate environment
  • Develop your team’s skills
MS Word Advanced Features
  • Use feedback features to become a better writer
  • Make your documents look more professional
  • Learn time-saving tips
Pricing for Profitability
  • Where organizations make pricing mistakes
  • Why pricing must involve finance
  • How Finance Can Save the Bottom Line
Negotiating with Your Banker
  • Be your bank’s best customer
  • Understand your bargaining position
  • Negotiate your covenants effectively



Advance Preparation


Additional Notes

  • **NOTE** Bring a calculator.

NJCPA Goes Green - Registrants Save $20
New for 2018, course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received.

Event Cancelled

We are sorry to inform you but this event has been cancelled.

John Daly

John L. Daly, CPA, M.B.A., CMA, CPIM
Executive Education, Inc.

John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development. He has taught continuing professional education courses since 1995. John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer. He authored, Pricing for Profitability published by Wiley and Sons.

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Event Cancelled

We are sorry to inform you but this event has been cancelled.