The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose an entire year's worth of CPE with a single decision! The CFO Series consists of a year's worth of CPE including 20, brand new two-hour topics presented by different speakers spread over three months. Arrange all 40 credits you need by signing up for just one series. 

Each day is offered in-person or virtually for your convenience and runs from 8am to 3:45pm MT. You can register for one, two, three, four or five days - whichever works best for you. Sign up for the series and save up to $425!

If you are not sure about making a five-day commitment, sign up for just a single day. We think you will come back for more!

The 2025 CFO Series Includes:

October 21 - Enhancing Productivity

October 22 - Minding the GAAP

November 18 - Doing the Right Things Right

December 9 - Preparing for Trouble

December 10 - Leading and Reporting

October 21 - Enhancing Productivity

• Quality is Free - But How do We Measure the Cost?
• Understanding and Mitigating External and Internal Risks: How?
• Insurance – How to Manage Your Insurance Program
• Effective Implementation of Enterprise Risk Management

October 22 - Minding the GAAP

• 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

November 18 - Doing the Right Things Right

• 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 Decision Making Made Easy

December 9 - Preparing for Trouble

• 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

December 10 - Leading and Reporting

• Better Management Reporting: Clear + Simple = Great!
• Changing Corporate Culture: Understanding Your Culture and How to Improve It
• Recognizing Lies: How to Detect and Prevent
• Reinventing the Modern CFO: Adapting and Advancing!

CFOs

CEOs

Corporate Leaders

C-suite Executives

Finance Directors

Controllers

Financial Analysts

Those who aspire to be CFOs 

This series was designed with the needs of CFOs and senior financial managers in mind and is geared towards enhancing the skills you rely on.

To provide Financial managers and CFOs with ideas which will improve their company's business processes.

Make planning your 2025 CPE quick and easy.

October 21 - CFO - Enhancing Productivity

• Quality is Free – But How do We Measure the Cost?
  • Customers demand quality. We expect quality in what we do and in what we consume. In 1985, Philip Crosby told us that quality is free. We will examine Crosby's statement and look at the four aspects of the cost of quality – prevention, appraisal, internal failure, and external failure. What are the true costs associated with each of these elements? How do we determine the way in which each aspect can be measured? We will test the adage that an ounce of prevention is worth a pound of cure to see if this 16:1 relationship holds true. Quality matters, and we need to know how to evaluate the true cost of quality and the value.
• Understanding and Mitigating External and Internal Risks: How?
  • 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 course is essential for leaders and organizations that want to survive and thrive
• Insurance – How to Manage Your Insurance Program
  • At its core, insurance is risk management. What insurance does the organization need? What types? What limits should we buy? How large 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? This is 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.
• Effective Implementation of Enterprise Risk Management
  • Many have tried to implement ERM, and many have failed. This seminar will provide a route map of how to implement an effective ERM program without disrupting the organization by building ERM practices into everyday management and planning.

October 22 - CFO - Minding the GAAP

• Deciphering Balance Sheet Accounting Issues
  • 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.
• Lease or Buy, Debt or Equity: The Financing Decision, Theory and Practice
  • Is there a perfect mix of financing that we should aspire to achieve? What does financial theory tell us we should do? What is the cost of our financing decisions? Should we lease an asset or buy it outright? How do we analyze this decision? How can we survive financial distress? These are all topics that every enterprise faces. In this seminar we will look at theory and practice to help resolve the dilemmas. If you are involved with financing the organization, this seminar is essential.
• Dealing with Ever-Changing Accounting Standards and Other Demands
  • GAAP is changing at an increasing rate. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will.
• SALT for CFOs: What You Don’t Know and Should Know
  • 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!

November 18 - CFO - Doing the Right Things Right

• Incentive Compensation Plans That Incentivize - Design Plans That Work!
  • Incentive plans change behavior, but do incentive plans really incentivize the performance we want? This seminar will examine incentive plans to see which ones work and which do not. We will also examine difficult issues, such as what happens when we have upper and lower limits on incentives? How do we recognize performance in divisions facing different challenges? Sadly, too many incentive plans do not achieve the intended goals. Learn from the many mistakes made by others, so your incentive plans will work as planned!
• Beyond the Boardroom: Corporate Governance Best Practices
  • Balancing financial responsibilities with ethical leadership and governance practices can often seem daunting, particularly in smaller organizations. In this session, we will discuss practical skills needed to lead with accountability, set high ethical standards, how to engage with the Board effectively, and drive true governance practices that go beyond buzzwords. Numerous organizations have embraced better governance because it is needed and is effective. We will discuss why better governance is imperative and how to implement the best governance practices.
• Developing a Great Internal Audit Department: The Process?
  • 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? We 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. 
• Ethical Dilemmas: Navigating Blurred Lines: Ethical Decision Making Made Easy
  • 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.

December 9 - CFO - Preparing for Trouble

• Navigating the Storm: Crisis Management for Resilient Firms
  • Whether it is changes in the market, a global pandemic, or loss of a supplier, at some point, most organizations will face a crisis. How you respond can make or break your organization. This intensive seminar on crisis management and business continuity planning will equip you with the knowledge and skills to manage crises confidently and ensure that your organization stays resilient. Resilient organizations recover faster from crises. Learn what successful organizations do. Failing to plan for the next crisis is planning to fail.
• Proven Strategies for Effective Fraud Detection and Prevention
  • Fraud impacts over 80% of all organizations, costing over $10 billion annually. Do you aim to fortify your organization, or your client's, against fraud risks? We address how to instill a robust anti-fraud culture, and give you the tools needed to proactively prevent, detect, and manage fraudulent activities. Prevention is vital for success. Do not wait to protect the organization.
• CFO or Detective? A Guide to Conducting Effective Investigations
  • CFOs are on the front line of managing risk within the organization, often including investigations into suspected theft or fraud. Fraud investigations are not accounting audits. Many lack the training needed to conduct a fair and legal investigation. This course will provide the essential knowledge and skill to conduct successful internal investigations. The goal is to ensure that when a case is referred to law enforcement, or results in other legal action, the findings will be admissible and robust. How to respect the rights of all parties involved, preserve evidence, use proper surveillance, and how to distinguish between company materials and individual property? Proper investigations are intricate. Be aware of the risk to the organization and to the investigating team. The goal is to lead and plan internal investigations with confidence and legal integrity. Be aware and be prepared.
• Artificial Intelligence (AI) and Machine Learning: Practical Applications for Finance
  • Artificial Intelligence (“AI”) and Machine Learning (“ML”) are being deployed in organizations large and small at a rapidly increasing rate. Your organization is testing, deploying, and 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 can AI be used in accounting and auditing?
  • 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: They are not without risk. With great power comes great responsibility. These technologies can also be misused (accidentally or intentionally) to destroy value instead of creating it.
  • We will 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.

December 10 - CFO - Leading and Reporting

• Better Management Reporting: Clear + Simple = Great!
  • Most management reports are misunderstood and misused. Reports are dull and have been presented in the same manner for decades. Do your audiences sometimes fail to get the message? Learn how to grab your audiences' attention and deliver an actionable message. Discover the power of "The Trifecta" and the five secrets of effective reports and presentations. Learn how to make your messaging a "re-memorable event." Learn how to give the users what they need to know. We will discuss how to make your reports useful and understandable to your audience. If management does not understand the financial reports they receive, and most do not, this seminar will provide keen insight to make your reports useful. Be the hero who delivers informative reports. We will show great examples of what to do and how.
• Changing Corporate Culture: Understanding Your Culture and How to Improve It
  • Every organization, team, and family have its own unique culture. Additionally, everyone within each business, team and family has their own definition for what the culture is or should be. We will review several types of culture, what makes each type work, what can destroy them, and how to shift and shape your actions to transform the culture. Learn how to shift the culture without demanding major changes in individuals, how to reduce resistance to change, and create a culture with low fear and high confidence which translates into higher levels of productivity, profitability, and lower turnover. The best employees actively seek out organizations with the best cultures. Culture matters.
• Recognizing Lies: How to Detect and Prevent
  • Trust is the glue that binds all relationships. Regardless, humans tell lies, a cruel fact. Every lie undermines trust and damages productivity. What signals indicate lies? How are the cues properly interpreted? How can you protect yourself from lies? Learn how to discern lies effectively. Do not be taken advantage of. Learn an established and proven process to uncover the truth.
• Reinventing the Modern CFO: Adapting and Advancing!
  • The role of today's financial leader, including CFO, transcends traditional financial stewardship; it demands agility, innovation, crisis management, and strategic foresight. This seminar will discuss the new, multifaceted skills and insights needed to excel in the dynamic role of modern finance. Through a blend of theory, case studies, and practical exercises, participants will explore the diverse roles of today's CFO as innovation champions, technology evangelists, leaders, and change agents, leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will discuss the essential tools and insights to navigate the newer demands of financial managers with confidence and competence.

Early registration discounts will be added during checkout on all registrations made by 10/17/2025.