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Date / Time / Location

Friday, December 13, 2019
8:30 AM - 4:30 PM
Registration: 8:00 AM

APA Hotel Woodbridge120 Wood Avenue South
Iselin, NJ 08830

CPE Credits

  • 2.00 CPE Credits in MT
  • 6.00 CPE Credits in AA


  • $379.00 - Non Member
  • $279.00 - Member

Special PricingLearn more

Course Developer

Effective CFOs drive continuous improvements in their departments and beyond. Come share ideas with experienced CFOs and learn how to improve your department’s performance in four key areas.

Designed For

Current and aspiring CFOs and upper-level financial managers.We will focus discussion on medium-sized organizations.


Learn skills that will allow you to improve the effectiveness of your finance team and the company as a whole. This seminar includes group discussion of five cases.


Beyond Traditional Budgeting
  • Substantially reduce financial planning effort
  • Reduce politics in the planning process
  • Make your numbers far more useful
Getting the Most from Your Information Systems
  • Understanding user needs
  • Make your software work for you
  • Prevent errors before they occur
Data Analysis and Management
  • “Run the numbers” on non-financial data
  • Expand your tools outside Excel
  • Use your analysis skills to transform your business
The Finance Team of Tomorrow
  • Whom do you serve?
  • Create what the customer wants
  • Design efficient processes
  • Lead an effective team

Course Level




Advance Preparation


Additional Notes

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.
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Registrations will be accepted at the door.

Richard Karwic

Richard A. Karwic, M.B.A.
Executive Education, Inc.

Richard A. Karwic, MBA, is a management consultant with over 40 years of relevant financial and managerial experience. In addition to 15 years of broad-based management consulting, he has over 15 years of experience as Chief Financial Officer for several diverse businesses in a wide variety of industries. He has worked in over 100 businesses, including several divisions of well-known Fortune 500 companies. Richard lives in Wethersfield, Connecticut.

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