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Date / Time / Location

Monday, August 27, 2018
8:30 AM - 4:30 PM
Registration: 8:00 AM

NJCPA Education Center425 Eagle Rock Avenue,
Roseland, NJ 07068

CPE Credits

  • 8.00 CPE Credits in AA


  • $279.00 - Member
  • $379.00 - Non Member
  • $0.00 - Season Pass

Course Developer

This event is part of the CFO Series - 2018 event bundle.
Executive Education’s CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose multiple days of CPE with a single decision. Each day consists of an 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 multi-day commitment, sign up for just a single day. We think you will come back for more!

Designed For

This 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.


  • Prepare better budgets and projections
  • Improve ability to predict events
  • Improve budgeting process


Making 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.


Management experience helpful.

Advance Preparation


Additional Notes

**NOTE** Bring a calculator.

Course materials will be distributed electronically. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar.

Pre-Registration Closed

Online pre-registration for this event is now closed.

John Levy

John F. Levy, CPA, M.B.A.
Board Advisory

John F. Levy, MBA, CPA, is the CEO of Board Advisory, a firm that assists public companies, or companies aspiring to be public, with corporate governance, compliance, financial reporting and financial strategies. He has nine years’ experience with three large public accounting firms and served as CFO of both public and private companies. John currently is on the boards of three public companies and three non-profits, serving as Chairman of one company and audit committee chair of another. He graduated from the University of Pennsylvania’s Wharton School of Business.

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Pre-Registration Closed

Online pre-registration for this event is now closed.