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Monday, August 15, 2022 Live Webcast

CFO Series - Preparing for Change (E2208043)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT



6.0 CPE Credits in MT
2.0 CPE Credits in AA


This course will focus on skills to help you and your organization become more effective in dealing with risk, change and problem employees.


People who are, or aspire to be, CFOs in midsize organizations,as well as business leaders, CEOs, accountants, corporate financial managers, business owners, risk managers, controllers, entrepreneurs, consultants, and the professionals who advise them.


Develop an understanding of the following areas:
1. Complex issues involved with change and risk management so you can take advantage of the never-ending changes that occur daily
2. Common root causes that increase risk and cause systems to fail
3. Effectively communicating with employees, including, delivering messages, achieving better performance, and reducing turnover.
4. A process to identify why an individual is not performing well and how to address the situation.


Change: Prepare for the Inevitable
Learn how to become better at recognizing change and how to embrace and adapt to the many changes we will continue to see. Review practical insights that will help you be even more successful in the office and in life.
Topics will include:
  • Change is continuous, but why do we fight change?
  • Why don't we notice the volume and rate of change?
  • Why are we so surprised by change?
  • What steps can we take to adapt to change?
  • Why is the human brain programmed to ignore change?
  • Examples of how the rate of change has changed
  • Examples of the many changes in accounting
  • How do we enhance our adaptability so we can thrive in a world of change?
  • Fixing Systems Risk
    We will discuss two key causes of why most business systems crash. This session outlines multiple steps to reduce and hopefully eliminate system risks.
    Topics will include:

  • Why are accounting and finance leaders skilled at analyzing broken systems?
  • Open systems versus closed systems
  • Lessons from US Navy SEAL teams
  • Common reasons why systems fail
  • Plan for and avoid the two root causes of most system failures
  • Number-one Mistake that Managers Make
    Learn how managers mis-manage the most important assets in the business – employees. More importantly, what we can we do to get the most out of our people and correct the single most common mistake made in business?
    Topics will include:

  • Why managers are poor communicators and how to improve
  • The damage caused by inadequate communication
  • The advantages of better communication and planning
  • More than 50 recommendations to improve the performance review process
  • Selecting the proper criteria to assess performance
  • How to deliver a productive performance review
  • Dealing with Problem Employees
    We will review a 15-step process to assess all the reasons why team members are not performing so you can reduce and hopefully eliminate performance issues.
    Topics will include:

  • How turnover is an issue
  • What are the most common causes?
  • How to do a better job of preventing ‘problem’ employees
  • How to have an effective discussion to end to the relationship
  • How to develop a customized plan for each unique situation
  • A 15-step action plan to use – for you and for the employee



    Participants should have at least six months of professional experience and a thorough knowledge of financial accounting principles and practices. Additionally, participants with management experience will also find this seminar very useful.




    Don Minges

    Don Minges, M.B.A.

    The Knowledge Institute, LLC

    Don Minges, M.B.A., is the principal at The Knowledge Institute, LLC,, a leading CPE provider. Don also serves as a fractional CFO who works in diverse industries at various stages. His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has experience raising equity and has invested equity into promising businesses. He has served on the Board of Directors for several firms. Don graduated with highest honors from the Fuqua School of Business at Duke. Don’s mission is to increase the value of the business.


    $289.00 - Member

    $439.00 - Nonmember

    $0.00 - Pass Holder

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    The Knowledge Institute, LLC