The major topics that will be covered in this course include:
All times listed are Eastern Time Zone
Week 1: CFO Series: SALT for CFOs: What You Don’t Know & Should Know
CPE: 2
Field of Study: Tax
Discussion Leader: David Barrons, CPA
Date: Friday, December 5, 11:00 am
Description: The changes to state and local taxation are numerous and profound. What are the major changes to state and local taxes (SALT) beyond Wayfair? Be aware of the new, creative methods used to raise taxes. Why does every state need more revenue? How have the rules changed? What information, accounting systems, and software could be helpful? Virtually every organization may not be SALT compliant; the risk is real. For leaders who are not tax focused, you at least need to understand the risks of noncompliance and to learn more about minimizing those risks. Avoid penalties!
Week 2: CFO Series: Enterprise Risk Management Implementation Keys
CPE: 2
Field of Study: Auditing & Management Services
Discussion Leader: Brian Maturi, MBA, FCA
Date: Friday, December 12, 11:00 am
Description: Every organization faces risks, but successful organizations identify, monitor, and manage risks before they become real. This seminar will help you understand Enterprise Risk Management (ERM) and help you confidently implement an ERM framework in your organization. This seminar will explore what ERM is, why it is crucial, and how you can seamlessly integrate it into your strategic planning. We will discuss a route map of how to implement an effective ERM program without disrupting the organization by building ERM practices into everyday management and planning.
Week 3: CFO Series: Decoding Balance Sheet Accounting Issues
CPE: 2
Field of Study: Accounting
Discussion Leader: Bob Mims, CPA
Date: Friday, December 19, 11:00 am
Description: We mostly focus on the income statement, but what about other accounting concerns? This seminar discusses multiple common balance sheet issues, both on-the-books and off, that have an impact on our stakeholders and the value of the organization. Using practical analysis and case discussions, we highlight several key tools in understanding and communicating the importance of the cornerstone of accounting: the balance sheet. We must understand the real drivers of accounting issues to ensure that the balance sheet will be exemplary.
Week 4: CFO Series: Ethical Decisions Made Easier: Blurred Lines?
CPE: 2
Field of Study: Regulatory Ethics
Discussion Leader: Rob Berry, CPA
Date: Friday, December 26, 11:00 am
Description: Ethics is always complicated. Enhancing your ethical decision-making skills is vital when dealing with omnipresent pressures in today's world. This seminar discusses a clear and easy-to-follow framework for navigating complex ethical dilemmas. You will gain the confidence to make sound ethical decisions in various professional settings using a practical and straightforward approach to ethics. Maintain your integrity and maintain your license. Ethics is not something to merely satisfy requirements; ethics is who we are, what we stand for, and why we are valuable.