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Date / Time / Location

Monday, August 26, 2019
8:30 AM - 4:30 PM
Registration: 8:00 AM

NJCPA Learning Center
105 Eisenhower Parkway, Suite 300
Roseland, NJ 07068

CPE Credits

  • 8.00 CPE Credits in MT


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

Course Developer

This event is part of the CFO Series - 2019 event bundle.
Leaders provide the culture, environment, values and incentives that foster and encourage change. Most importantly, great leaders create environments of trust that allow employees to challenge, innovate and work as teams. In a rapidly changing world, heartfelt leaders build great organizations. Understand the qualities of a great leader and find out how you can become a great and heartfelt leader no matter your title or place in an organization. In this session you’ll learn how to boost your business communication effectiveness through storytelling. Don’t just simply relay your financial results. Stories will create mental pictures, stimulate critical thinking and provide concrete examples of theoretical concepts.

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.


The CFO Series provides extensive case study analysis and many opportunities for group discussion.


  • Tell a Story - Become a memorable speaker and mesmerize your company’s audiences in a way that motivates them to take actions that improve the bottom-line.
  • Heartfelt Leadership - Learn how to become a great leader and build a trusting organization.
  • Eight Attributes of Successful People - Explore key actions that successful perform and implement them for your own success.
  • Accounting Reimagined: The Future of Our Profession - Learn simple steps to take for creating a 21st century finance department, which will add value to your company. 

Course Level



Management experience helpful.

Advance Preparation


Additional Notes

  • **NOTE** Bring a calculator.

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

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.