Events Search
  Summary & Check Out (0)
Monday, November 17, 2025 Live Webcast

The Tactical CFO: Make Your Business Processes Work for You (E2511053)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

webcast

ON24

2 CPE Credits in AA
6 CPE Credits in MT

OVERVIEW

Effective CFOs drive continuous improvements in their departments and beyond. Come share ideas with experienced CFOs that will allow you 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.

BENEFITS

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.

HIGHLIGHTS

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

Intermediate

PREREQUISITES

Participants should have at least six months of industry or public experience and a thorough knowledge of financial accounting principles and practices. Management experience will be helpful.

ADVANCE PREPARATION

None

INSTRUCTOR

Robert Mims

Robert Mims, CPA

Bob is currently serving as a CFO and chief people officer for a startup venture. A three-time national instructor of the year for KPMG, he has also authored multiple courses for Fortune 500 brands in leadership, strategy and accounting. Bob served terms on two advisory councils for The Financial Accounting Standards Board (FASB) and currently chairs the Environmental Roundtable. He is a nationally awarded educator for continuing professional education (CPE) training, a strategic planning facilitator and a fundraising and planned giving consultant. He lives in Memphis, Tennessee, with his wife and large family with multiple pets.

PRICING

$299.00 - Member

$449.00 - Nonmember

Register Today


Note: Online pre-registration will close on November 17 at 8:00 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

The Knowledge Institute, LLC