| August 12, 2025 | 8:30 AM-4:30 PM EDT | | CFO Series: Enhancing ProductivityThis four-topic presentation spotlights varied methods to enhance productivity, focusing
on proven risk reduction strategies, ERM and insurance management. We also take an
in-depth look at the true cost of quality and why quality matters. The focus is
straightforward: Understanding risk and getting the most return from risk reduction with
verified approaches to increase profitability, thus improving the health of the
organization. Highlights- Quality is free – how do we measure the cost?
- Understanding and mitigating external and internal risks
- Insurance – how to manage your insurance program
- Effective implementation of enterprise risk management
Benefits- Understanding the process to determine the cost of quality within your
organization.
- To have a better understanding of the various external and internal risks
present today and expected tomorrow - and to understand methods to mitigate risk
- Review insurance law and discuss issues regarding the selection of insurance policies. What is valuable to know about insurance exceptions and exclusions?
- How to successfully implement ERM and integrate it into everyday business
practice
Designed ForManagers who want to develop a thoughtful approach towards risk and a method to optimize a practical strategy towards managing risk; corporate financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants, CPAs. View Full Event Details |
| September 10, 2025 | 8:30 AM-4:30 PM EDT | | CFO Series: Minding the GAAPThis presentation focuses on four key roles that every financial leader shares: Staying
abreast and aware of the myriad changes in GAAP accounting, the impact on the balance
sheet, correctly financing the organization, and properly paying state and local taxes. We
must be vigilant and current. Many seasoned executives do not properly analyze the
lease-versus-buy decision. GAAP is ever-changing. What are the issues that will impact
our balance sheet? The spotlight is to enhance our financial skills and accounting.
Accounting is always moving forward, just as we should. Otherwise, we may be left
behind. Highlights- Deciphering balance sheet accounting issues
- Lease or buy, debt or equity: the financing decision, theory and practice
- Dealing with ever changing accounting standards and other demands
- SALT for CFOs: what you don’t know and should know
Benefits- How to appreciate the paramount need for an excellent balance sheet and to emphasize the critical nature of using them
- Learn how to determine the optimum mix of debt and equity as well as how to properly evaluate the decision to lease an asset and understand the complexity of balancing debt versus equity.
- Understand the need for GAAP accounting to continuously improve and grasp the need to be directly involved in strategic planning and its value.
- Be aware of the changes in SALT taxation so your employer/clients can be in compliance.
Designed ForFinancial leaders, financial managers, board members, CFOs, those who aspire to become a CFO, finance executives, accounting professionals, CPAs, controllers, accountants, advisors, and consultants, CPAs, and decision-makers seeking to enhance their financial acumen and excel as a leader in a world where accounting is changing. View Full Event Details |
| October 9, 2025 | 8:30 AM-4:30 PM EDT | | CFO Series: Doing the Right Things RightWe are so busy that we sometimes fail to do the simple things as we should. We know that simple things are not always simple, and they may have a significant impact. We should not take certain topics for granted, e.g., ethics, governance, internal audit, and incentive compensation plans. We will review these four topics, concentrating on today’s best practices in governance, internal audit, and incentive plans. Learn from the numerous ethical mistakes made by others. Internal audit can be a profit center. What are best practices in governance? The cost of ‘not doing it right’ can be enormous, and we discuss proven tactics to help you and your colleagues do it right - the first time. Highlights- Incentive compensation plans that incentivize - design plans that work!
- Beyond the boardroom: corporate governance best practices
- Developing a great internal audit department: the process?
- Ethical dilemmas: navigating blurred lines: ethical decisions making made easy
Benefits- How to successfully design an incentive compensation plan that fits the needs of the organization
- Explore practical approaches to implementing corporate governance in smaller organizations.
- Recognize the value that an effective Internal Audit function can deliver.
- Evaluate ethical dilemmas using established frameworks.
Designed ForCorporate financial leaders, corporate financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs, business owners, entrepreneurs and professionals who are interested in realizing more value from overall organization. View Full Event Details |
| November 10, 2025 | 8:30 AM-4:30 PM EST | | CFO Series: Preparing for TroubleWhether you are a seasoned executive or a staff professional, we all have seen the damage
from a crisis and 'unexpected' trouble. Ignoring potential issues is inane in today's
environment. Leaders prevent problems. We will discuss how to prepare for and deal
with a crisis, proven strategies to detect scams, and how to thoroughly investigate fraud:
There is a right way and a wrong way. Additionally, what is artificial intelligence, how
will it change the finance function, and what new skills must we develop? Trouble is
everywhere, it is best to plan in advance rather than attempt to not fall further behind.
Those who are prepared are always more successful. Prepare with us! Highlights- Navigating the storm: crisis management for resilient firms
- Proven strategies for effective fraud detection and prevention
- CFO or detective? A guide to conducting effective investigations
- Artificial Intelligence (AI) and machine learning: practical applications for finance
Benefits- Identify potential threats and conduct rapid risk assessments
- Identify key fraud indicators and red flags within organizational processes.
- Understand the proper process to conduct an internal investigation.
- Better understand how to optimize the effectiveness of AI and ML.
Designed ForCorporate financial leaders, corporate financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, consultants, CPAs, business owners, entrepreneurs and professionals
who are interested in enhancing their ability to manage in a crisis, enhance their fraud
detection and prevention capabilities and remain current with artificial intelligence to be
prepared for the changes today and in the future.
View Full Event Details |
| December 10, 2025 | 8:30 AM-4:30 PM EST | | CFO Series: Leading and ReportingWe all aspire to be great leaders, improve organizational effectiveness, learn new skills,
and deliver reports that truly are effective. We will discuss how, and specifically what,
you can do to improve your management skills, how to uncover lies, and how to
effectively change corporate culture. We also will show what great reports look like,
giving you insight into how to make your reports understood and actionable. What are
the new skills a CFO needs to be successful in 2035? The best leaders aspire to improve
and strengthen the organization. Highlights- Better management reporting: clear + simple = great!
- Changing corporate culture: understanding your culture and how to improve tt
- Recognizing lies: how to detect and prevent
- Reinventing the modern CFO: adapting and advancing!
Benefits- Recognize that some recipients of financial reports do not understand those
reports.
- Recognize and accept cultural differences within departments and in the entire organization.
- Recognize that lies are a part of human nature.
- To gain a deeper appreciation of newer duties and roles of today's leaders, and to learn the skillsets required to succeed.
Designed ForCorporate financial leaders, managers, CEOs, CFOs, controllers, accountants, board members, advisors, consultants, CPAs, business owners, entrepreneurs, and other professionals seeking to enhance their skills in financial reporting, change management, detecting deception, and anticipating the evolving competencies required for successful CFOs in 2035. View Full Event Details |