CFO Series - March 2025 Webinar Bundle (X2-50874)

After attending this presentation, you will be able to...

Week 1 - Recognize the value that an effective Internal Audit function can deliver and make the business case for Internal Audit to management.

Week 2 - Comprehend insurance law and issues regarding the selection of insurance policies. Deploy proven tactics to effectively manage the insurance function. Appreciate insurance exceptions and exclusions

Week 3 - Comprehend the various external and internal risks present today and expected tomorrow, and methods to mitigate risk.

Week 4 - Accept that AI and ML are important new technologies that will impact almost every organization. Identify the risks, advantages, and the issues of deploying AI and ML.

The major topics that will be covered in this course include:

All times listed are Eastern Time Zone

Week 1: CFO Series: Develop a Great Internal Audit Department: How?

CPE: 2

Field of Study: Auditing

Discussion Leader: Steve Boussom, CPA

Date: Friday, March 7, 11:00 am

Description: What can we do and how can we make our Internal Audit department better? How does Internal Audit add value? What measurables should we use? What are the key factors to get right? This class will show you how to transform Internal Audit into a profit center. Renowned organizations rotate future leaders through Internal Audit for a reason. Operational and other audits performed with the right processes, procedures, and personnel are key to success throughout the organization. The modern Internal Audit department pays for itself. If you are interested in getting the most bang-for-the-buck from Internal Audit, this seminar will deliver.

Week 2: CFO Series: Insurance– How to Manage Your Insurance Program?

CPE: 2

Field of Study: Finance

Discussion Leader: Brian Maturi, MBA, FCA

Date: Friday, March 14, 11:00 am

Description: At its core, insurance is risk management. What insurance does the organization need? What types? What limits should we buy? How large of a deductible should we accept? What is the difference between a deductible and a self-insured retention? What do I need to know about insurance contracts? What should I expect of my insurance broker? What coverage is available and what do I need to buy? Specifically designed for any leader responsible for insurance and risk, the insurance function is critical to the ongoing viability of an organization. We will review a practical approach to managing insurance.

Week 3: CFO Series Understand & Mitigate External & Int. Risks- How?

CPE: 2

Field of Study: Auditing

Discussion Leader: Bob Mims, CPA

Date: Friday, March 21, 11:00 am

Description: Risk is everywhere, but which risks matter? In the dynamic landscape of modern business, the role of a Chief Financial Officer (CFO) extends far beyond financial management; it encompasses navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, the organization will be exposed to avoidable and onerous risk. This is essential for leaders and organizations that want to survive and thrive.

Week 4: CFO Series: AI and Machine Learning: Practical Applications

CPE: 2

Field of Study: Accounting & Auditing

Discussion Leader: Joe Oringel, MBA, CPA, CIA

Date: Friday, March 28, 11:00 am

Description: Artificial Intelligence (AI) and Machine Learning (ML) are being deployed in organizations large and small at a rapidly increasing rate. Your organization is likely testing, deploying, and perhaps refining AI-powered applications across a variety of departments and business functions. Why should this matter to accounting, internal audit, finance and cyber professionals? Should our teams be testing and deploying also? How and why AI can be used in accounting and audit? During this interactive session we will demonstrate and describe the differences between chat-based AI search tools and more robust AI-powered applications - e.g., an app to help prioritize and dispatch IT help desk tickets. The session will include example policies for responsible and ethical AI, and resources to help curious professionals learn more about these subjects. These technologies are powerful and quite capable, but they are not without risk. After all, with great power comes great responsibility. These technologies can also be misused (accidentally or intentionally) to destroy value instead of creating it. We also discuss which is the greater risk; a) not using these new technologies, or b) misusing these new technologies. Leading organizations have been using AI and ML. Successful leaders must be aware of the pros and cons and how to properly utilize these tools.