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 2026 CFO Series Includes:

October 16 - Driving Efficiency

October 27 - Indispensable Skills

November 10 - AI in the Digital World

December 16 - Decision Making in An Irrational World

December 17 - Essential Cost Containment

October 16 - Driving Efficiency

• Audit Survival Toolkit: Tactics to Reduce Stress and Get Through Audits with Confidence 
• Internal Controls That Matter: Protection with Simple, Smart, and Scalable Practices 
• Cash Flow Clarity: Effectively Communicate Cash Flows to Drive Better Decisions 
• Amazing Crazy Fraud Cases – Fraud So Wild It Shouldn’t Be Real 

October 27 - Indispensable Skills

• Raising Capital: How to Execute the Leaders’ Most Crucial Responsibility 
• Accounting for People: Workforce Trends and Talent to Add Value 
• Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients 
• Activate and Execute Your Strategy: Turn Planning into Results

November 10 - AI in the Digital World

• Living in the World of AI: How AI Has Changed Ethics
• Accounting in the Age of AI: What Every Leader Must Know About Using AI 
• AI Is Not the Enemy: Practical Tools to Harness Technology 
• Beyond Likes and Shares: Can Social Media Really Work at Work? 

December 16 - Decision Making in An Irrational World

• Acute Uncertainty Will Never Go Away: Can We Prevent Our Plans from Failing?
• Decision Making in a Non-linear World: What They Did Not Teach in Management Accounting 
• Advanced Financial Analysis: Choosing the Right Tools in a World Full of Randomness
• Diversification: A Risky or Risk Averse Strategy? 

December 17 - Essential Cost Containment

• Improving Profitability the Right Way: How to Cut the Right Costs 
• Building High Performing Teams: Cohesive Teams Get Results 
• Do Creative Accountants Belong in Prison?
• Storytelling Your Financials for Impact: Narrative Beats Numbers 

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 16 - CFO - Driving Efficiency

• Audit Survival Toolkit: Tactics to Reduce Stress and Get Through Audits with Confidence
  • If the word “audit” makes your team groan - you are not alone. Whether it is an internal review, a regulatory exam, or a full-blown financial audit, most finance and accounting teams face scrutiny from multiple directions. This seminar helps participants understand what auditors are really looking for, how to align your goals with theirs, and what you can do to make the audit process smoother, less stressful, and more productive? You will learn what to expect during each phase of the audit - planning, fieldwork, and reporting - and walk away with practical strategies to improve your communication, documentation, and overall preparedness. Whether you are supporting an external audit, prepping for compliance testing, or working with internal auditors, this session will help your team respond with clarity, confidence, and professionalism. We will show you how to streamline the audit process – so it is easier for you and for the auditors - which saves time and money.
• Internal Controls That Matter: Protection with Simple, Smart, and Scalable Practices
  • Internal controls don’t have to be complicated - but they must be effective and intentional. In many organizations, especially small to mid-sized ones, internal controls are informal or incomplete, exposing teams to unnecessary risk. This discussion helps finance and accounting professionals understand what internal controls really are, why they matter, and how to build systems that actually work - without overwhelming your people or processes. We’ll discuss how to design, implement, and monitor core controls - across financial reporting, operations, and compliance - using real-world examples that scale to fit your organization. Whether you're starting from scratch or tightening what’s already there, this seminar will help you put the right checks and balances in place to protect your resources, your people, and your reputation. 
• Cash Flow Clarity: Effectively Communicate Cash Flows to Drive Better Decisions
  • The cash flow statement is one of the most confusing financial reports - yet it has the potential to deliver the essential keys to understand business performance. After all, cash is still both king and queen! This session explores how to present, interpret, and communicate cash flows effectively to help CEOs, boards, and decision-makers drive smarter results. By using the Sources and Uses format, professionals can make the statement more intuitive and actionable. Learn how to simplify cash flow information and focus discussions on what matters most: how cash is generated and deployed? We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood, and we will show you how to fix that.
• Amazingly Crazy Fraud Cases - Fraud So Wild It Shouldn’t Be Real
  • Some fraud cases are so unbelievable, they sound like Hollywood scripts, but they are all real - and we can learn a lot from them. In this fast-paced, story-driven discussion, we will review some outrageous fraud cases - from forged financials and luxury lifestyles to deepfakes and fake companies that fooled the smartest people in the room. You will hear the stories, spot the red flags, and walk away with practical takeaways to help you strengthen your professional skepticism, identify fraud warning signs, and build a better fraud prevention mindset. If you enjoy a relevant story with a side of financial insight - you’re in the right place. We all can learn valuable lessons from these outrageous and real frauds.

October 27 - CFO - Indispensable Skills

• Raising Capital: How to Execute the Leaders’ Most Crucial Responsibility
  • The most essential challenge for any organization is to raise capital. Without financing – no employees and no bank account, meaning there is no organization. What is the process to raise funds to finance an organization? What are the alternatives in addition to debt or equity? What are the pros and cons of each? To successfully raise financing, you must plan extensively, have multiple alternatives, and consider the transaction from the investor’s perspective. Raising financing is a tricky challenge, tailored to suit each individual organization. Whether you are the CEO, CFO, Board member, accountant, consultant, or advisor – this seminar will help you understand what to consider when raising financing and how to do it.
• Accounting for People: Workforce Trends and Talent to Add Value
  • Leaders are increasingly responsible for the human resources function, despite limited formal training in people management. This seminar explores how to account for people as a valued asset rather than an expense. Managing the costs, trends, and risks associated with today’s ever-changing workforce has changed. From recruiting and retention to engagement and compensation alternatives. The modern leader must understand how employee-related decisions drive both performance and profitability. This session will examine the financial implications of HR trends, workforce planning, and the evolving role of talent strategy. We will also explore how to influence investments in people through accounting and reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you?
• Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
  • Some customers are unprofitable from an economic or time perspective – but many organizations do not differentiate or know the difference. When an organization has a unique, well-differentiated service or product, understanding value from the customer’s perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what our customers value - from the customer’s point of view. What is value? Why do brand, value, and customer focus matter? Developing a deep understanding of our customers is vital. Our most important customer might be someone we have not yet recognized. Understanding both external clients and internal stakeholders - including the evolving role of the finance department, is critical to long-term success.
• Activate and Execute Your Strategy: Turn Planning into Results
  • Organizations that execute a wise strategy succeed; others are executed in the market. Many organizations invest significant time in strategic planning but fall short when it comes to execution. According to McKinsey, most fail to properly execute their strategy. This session explores the critical transition from strategy to performance while challenging outdated planning models and myths. We often do not think of strategy in the same context of longer-term organizational projects like ERP transitions or risk management. Why should you consider “killing” your current plan and building a new plan centered around financial performance? We will dive into the reasons strategy fails, uncover the practical tools for bridging the planning-performance gap, and explore how strong financial integration enables strategy to succeed. We review insight into what works - and what must be stopped immediately.

November 10 - CFO - AI in the Digital World

• Living in the World of AI – How AI Has Changed Ethics
  • AI (‘Artificial Intelligence) has already reshaped the way we work, offering immense opportunities alongside serious ethical and organizational challenges. How should we use AI responsibly without slowing innovation? Is using AI ethical? Is it right? Is not using AI ethical? How can we build trust in tools we don’t fully understand, avoid bias, and address employee resistance? In this seminar, we’ll explore how to deploy AI ethically, engage teams with clarity, and ensure these powerful tools are used in ways that empower people, strengthen organizations, and create sustainable long-term value. The goal is to make better use of the power of AI, in a sustainable and ethical way.
• Accounting in the Age of AI: What Every Leader Must Know About Using AI
  • Artificial intelligence is showing up everywhere, from “autonomous” general ledgers to AI-powered fraud detection and tax research agents. But for many leaders, these tools are either misunderstood or overhyped. Staff are concerned about being replaced. Managers are concerned about the use of AI causing chaos. This seminar gives CFOs, controllers, and tax professionals a grounded look at how AI is impacting real-world accounting departments. We will explore how these tools work, what they can (and can’t) do, and what finance leaders should be doing now to prepare their teams and processes for the changes that will happen.
• AI Is Not the Enemy: Practical Tools to Harness Technology
  • Are you and your organization using AI effectively today? AI is not coming - it’s here already. As a leader, you do not need to be an engineer, but you must be in control. Conscientious professionals must get a clear handle on AI - what it does well, where it goes wrong, and how to keep it from becoming a liability? We will discuss the real risks behind the buzzwords, from deepfakes and fraud to flawed decision tools and hidden bias. We will also break down what smart oversight looks like and how AI can expose gaps in your internal controls. Most importantly, this is not a doom-and-gloom session. It is about showing you how to lead confidently in a world where AI plays a growing role in financial decision-making - whether you are already deploying AI or not? Those who embrace AI are ready for tomorrow. Do not be left behind.
• Beyond Likes and Shares: Can Social Media Really Work at Work?
  • In our social media world of scrolling, liking, sharing, and sometimes reporting; there is a dilemma that hits hard in the workplace. Should we use social media? Really? How can we use social media responsibly? Can we separate our personal self from our professional self? We will discuss the numerous errors made when dealing with social media and the negative fallout. Social media often drives cultural trends and conversations. Even if someone is not directly participating in these conversations online, they may still be exposed to them through mainstream media, conversations with others, or public events. We review what is acceptable, and not, for a professional to do? Your people ARE using social media, but are they using it to inadvertently damage the organization and the brand? Be prepared with a plan before another social media fiasco happens.

December 16 - CFO - Decision Making in An Irrational World

• Acute Uncertainty Will Never Go Away: Can We Prevent Our Plans from Failing?
  • Perfection is fantasy and we must accept uncertainty. Most of our plans are useless and outdated within weeks after we think they are ‘finished.’ Instead, we must change our way of thinking in a world where change is normal - and use better ways to plan. Some risks can be quantified, but most cannot. Some hazards are measurable, most are not. We will discuss multiple tactics to minimize, as best as practical, threats and gambles so we can feel better about our decisions. We can do better at planning and dealing with uncertainties, but it is impossible to be perfect. Join us to learn how we can better deal with an ever-changing environment. There are methods to deal with ambiguity and doubt, we will review approaches to help you plan.
• Decision Making in a Non-linear World: What They Did Not Teach in Management Accounting
  • All decisions are about the future, and the future is uncertain. In today’s world, unpredictability is the rule, not the exception, and making business decisions can feel like rolling dice with ever-changing odds. We need better tactics and tools to improve our decision-making process. We must challenge the decision-making process itself, outdated assumptions, and uncover fresh insights that transform how we plan, decide, and succeed, showing that uncertainty doesn’t have to mean instability - it can be the catalyst for smarter, stronger decisions.
• Advanced Financial Analysis: Choosing the Right Tools in a World Full of Randomness
  • Humans are hard-wired to fear uncertainty, but we can learn from the ambiguity that is common today. The upside of uncertainty is that it is the gateway to new possibilities, including new tools. The analytical tools we currently use were designed for the physical world, but today we live in a data-driven digital world, especially for those in the service economy. What are the best tools to deal with unknowns and ambiguity in today’s environment? We will show you how to use the right tools in the proper manner.
• Diversification: A Risky or Risk Averse Strategy?
  • Diversification is often seen as a safe strategy to reduce risk, but when misused, diversification actually creates greater risk. Many organizations fall into this trap, with costly consequences. The intention for diversification is critical. Many organizations misuse diversification, and the blunders have been staggering. What lessons can we learn? How can diversification be implemented to achieve the intended goals? One key is to use a holistic approach, which we will elaborate and explain, only then will diversification be advantageous. Leaders, the Board, auditors, and team members must be aware of the myriad issues of diversification. Done right – diversification is a boon. We will explain what to do, how to do it properly - and what not to do. 

December 17 - CFO - Essential Cost Containment

• Improving Profitability the Right Way: How to Cut the Right Costs
  • Cost cutting is easy, cutting the right costs is NOT easy. Most cost-cutting exercises fail either; by cutting the wrong costs, cutting too much, ignoring interrelated impacts, taking shortcuts, cutting too little or waiting too late. The internal politics are problematic. One key solution is to take sufficient time to plan properly and assess the true goals and objectives? Planning is essential, we will show you how to cut the right costs correctly and avoid career-killing blunders.
• Building High Performing Teams: Cohesive Teams Get Results
  • Teamwork is the ultimate competitive advantage both because it is so powerful and so rare. Why do some teams produce and win, while others fail? What do great team leaders do that makes the team a success? Whether you run the executive staff of a multinational company, a small department within a large organization or even if you are a team member in a small team that needs improvement, we will share proven techniques to enhance teamwork. It is not complicated to build a team, but it takes effort, and we will show you how.
• Do Creative Accountants Belong in Prison? 
  • Creativity is one of the top ten most desirable traits, but should everyone, including accountants, be creative? Are there exceptions? What are the positives and the downsides of creativity? Creativity can be used for good, but creativity can also lead to serious, unethical behaviors. There is a strong relationship between creativity and dishonesty. We will review the negative consequences of creativity and discuss how to properly utilize resourcefulness and imagination. The title is not rhetorical – creativity can easily be great or disreputable, learn how to make it work for you – and be ethical.
• Storytelling Your Financials for Impact: Narrative Beats Numbers
  • Data alone does not drive decisions - stories do. Financial professionals must go beyond spreadsheets and craft compelling financial narratives that engage boards, CEOs, and team members. Using real-world examples, we will demonstrate how to frame financial results within a broader business story, drawing insights and communicating tangible meaning - instead of just displaying boring numbers. Learn how to shift from “presenting financials” to telling a story that aligns with strategic goals, inspires confidence, and drives action. This session equips attendees with the tools to turn financial statements into strategic storytelling assets. Our clients do not recall numbers, but they do remember stories. Stories are memorable, we will show you how.

Management experience helpful