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The Virtual CFO Series - A Complete Set (February 7th, 2020 Start Date)


Total Credits: 40 including 6 Accounting - Technical, 6 Behavioral Ethics - Non-technical, 26 Business Management & Organization - Non-technical, 2 Finance - Technical

Average Rating:
   4
Category:
Accounting and Auditing |  ACPEN Industry Institute |  Ethics |  Practice Management
Faculty:
John L. Daly |  Diane D. White |  Don Minges |  Gary Cokins, MBA, CPIM |  John Levy
Course Levels:
Intermediate
License:
Never expires.


Description

The Virtual CFO Series

Is getting your required CPE every year a struggle because of distance or scheduling constraints?  Executive Education’s Virtual CFO Series - A Complete Set allows you to get an entire year’s worth of CPE from the convenience of your home or office with a time commitment of just 100 minutes per week on Friday mornings.  

This classroom will include the following 20 courses:

 

Working with People

 

Managing People:  Conquering the Soft Side of Your Job​
February 7th, 2020    9 am Central Time

Financial managers rarely get fired due to lack of GAAP or tax knowledge. They get fired because they fail at the people side of their job. An accountant with good people management skills can rise to CEO, but if you can't manage and develop people, your career scope will be very limited. Attend this webinar to gain people management insight from C-Suite veteran John L. Daly.

 

Build Your Team: Get Results! ​

February 14th, 2020   9 am Central Time

Why do some teams produce and win, while other teams fail? What do the leaders of great teams do that make 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 team that needs improvement, we will share proven techniques to enhance teamwork.  It is not complicated to build a team, but it is difficult. Teamwork provides a huge competitive advantage because it is so effective and so rare. To quote Patrick Lencioni, “If you could get all the people in the organization pulling in the same direction, you could dominate any industry, in any market, against any competition, at any time.” This webcast will help you get the most from your talented team.

 

The Civil Advantage:  Workplace Ethics and Civility

February 21st, 2020    9 am Central Time

Studies show that ethical lapses are more likely to happen if an organization’s culture is uncivil.  Workplace ethics and civility are powerfully connected because what we call "manners" are behaviors developed over millennia to avoid destructive acts and build trust.  People treasure their personal dignity, have amazingly long memories for personal slights, and thrive when treated with respect.  In the workplace, rudeness, blustering, and bullying may win the occasional battle, but usually lose the war when it comes to lasting prestige and power.

 

Create a Terrific Equity Compensation Plan:  Avoid thPitfalls!

February 28th, 2020   9 am Central Time

Most equity compensation plans change soon after they are launched, because they fail to achieve the intended objective.  This session discusses the common pitfalls, mistakes, audit risks, potential penalties, personal risk and the numerous compliance issues involving these complex plans. Who is best qualified to value the equity grant?  Who should lead plan implementation and reporting?  Popular speaker Don Minges will discuss proven methods to resolve who should receive equity, how much they should receive, and appropriate vesting triggers.  If you want to design an equity compensation plan that works, this seminar is for you.

 

Successful Strategies

 

How Good Companies Become Great:  Secrets to Success

March 6th, 2019 at 9 am CST

Some companies are “born” great; others change and become great along the way.  This webcasts will discuss how both new and established companies become great.  This session benchmarks world class companies to understand the underlying principles that made them great.

The webcast begins with key lessons about business start-ups from Paul Hawken, author of "Growing a Business".  Next, the session looks at research on existing businesses, beginning with the management classic "In Search of Excellence" and then focusing on Jim Collins’ research presented in "Built to Last", "Good to Great", "How the Mighty Fall" and "Great by Choice".

Help your organization transition from being merely good to truly great.

 

The CFO's Role in Developing Competitive Advantage

March 13th, 2019 at 9 am CST

Boards are increasingly looking to CFOs to participate, if not drive, corporate strategy. Most financial professionals can identify a strategy that provides a competitive advantage when they see one, but may not know where to look for it. In this webcast, veteran CFO John L. Daly will lead you through the strategy development process and then show you how to turn your organization's search for competitive advantage into reality.

 

Accounting Re-imagined:  The Future of Our Profession

March 20th, 2019 at 9 am CST

In a world of too much constantly changing information, the challenge for financial professionals is how to provide the right amount of information at the right time and in the right way.  How can we create truly innovative finance departments?  Learn a few simple steps you can take now to create a 21st century finance department, which will add true value to your company.  

 

8 Attributes of Every Winner

March 27th, 2019 at 9 am CST

What makes someone a winner?  What do the winners do differently?  The answer is - a lot.  Winners have a plan that we all can follow.  This webcast will review the steps and actions winners take and how we all can become a winner!  If you want to win and hate to fail, this webinar is for you. 

 

Money Matters

 

Raising Financing:  For Start-ups, Nonprofits and Businesses with Revenue Less Than $10 Million

April 3rd, 2019 at 9 am CST

This session reviews proven methods to raise capital for smaller businesses, including start-ups, non-profits and businesses with less than ten million in revenue. New methods to raise financing, including Crowdfunding, may be appropriate for your business.  What are the pros, cons, and sources for each type of financing?  What do banks require when you borrow? What do equity investors look for when analyzing making an equity investment?  How do you present the request for capital to increase your chances for success?  If you assist with raising capital, this session is essential. 

 

Profit Improvement:  Ten Tips for a Better Bottom Line

April 10th, 2019 at 9 am CST

When a company experiences poor financial performance, the financial person is often the first to go.  Whether times are good or bad, asking the tough questions and making sure the organization is efficient and stays efficient are part of the financial manager’s job.  Proactive efforts by financial management can prevent the need to “catch up.”  This session provides 10 techniques for improving your company’s bottom line. 

 

Making Predictions: Plan for the Future​

April 17th, 2019 at 9 am CST

We all make predictions in our personal and professional lives.  We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future.  In the past few years, research into improving predictions has advanced. We will look at this research and current best practices in forecasting to help us prepare better budgets and projections.  

 

Build Your Personal Net Worth

April 24th, 2019 at 9 am CST

By the nature of our work and training, financial professionals are more sophisticated than the general population about their own personal finances. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth.
If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing.

 

Running the Numbers

 

Advanced Cost Accounting - Assigning Overhead

May 1st, 2020    9 am Central Time

Organizations that use primitive costing methods make predictable mistakes. They allocate too much cost to easy, high-volume "gravy" products and too little cost to difficult, low-volume "dog" products. This puts the organization with inferior information at a significant disadvantage against a competitor who has a better cost model. The secret to having a great cost model is learning how to deal with overhead.
This webinar will show you how to assign 16 key categories of overhead. Whether you work in a wholesale, retail, health care, service or manufacturing business. This session will give you important insights into how to handle overhead. If you get your costing right, you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself.

 

Becoming a Great Predictor: Create Better Forecasts

May 8th, 2020  9 am CST

Imagine being able to see into the future with confidence.  The ability to be a great forecaster is not innate but learned.  By examining great forecasters, we can learn to improve our ability to predict the future.  We will examine best practices and current research to improve our ability to predict events that will affect our business.  

 

Cost of Capital:  What it is and How to Use it

May15th, 2020 9 am CT

Every business needs capital, and capital has a cost. Providers of debt and equity demand a return and the combination is the cost of capital for the business. This session discusses how to calculate the cost of capital, how to use it to make superior business decisions every day and some common ways organizations misuse this number.
Who should understand your organization’s cost of capital? Even if you are not yet the CFO, you need to thoroughly understand the cost of capital and its use. The cost of capital allows managers to, “Get the biggest bang for the buck.” If you want to enhance your corporate finance skills, this session is for you.

 

Business Intelligence and Analytics: Make Sense of Your Data

May 29th, 2020   9 am CST

Volatility and complexity are the new normal. Most organizations are drowning in data, but starving for information. The finance and accounting function has the opportunity to leverage Big Data and the continuum of analytics – descriptive, diagnostic, predictive, and prescriptive. All are useful for better decision making. Collecting, validating, and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In some ways the finance function is many years behind other disciplines such as marketing, sales, and supply chain managers, in applying analytics. How can the CFO’s function catch up?

 

Ethics and People

 

Devious Ethics:  Dealing with Snakes in Suits

June 5th, 2020  9 am CT

Good people believe everyone else is just like them. They cannot imagine someone could con them or their company and have no guilt or remorse about what they have done. Lack of guilt and empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status and sex while leaving a path of shattered expectations, empty wallets, and broken hearts in their wake. Learn how to recognize and deal with others who have no conscience. 

The Accountancy Board of Ohio has approved this course for 2 hours of credit towards the required Professional Standards to renew your CPA license. It does NOT qualify for new licensees.

 

Communications Success:  Make Your Message Stick

June 12th, 2020   9 am CT

Great ideas are only great if they are implemented.  How can you make your ideas matter to others?  Learn the six steps to make your ideas stick. 

 

Top 10 Business Myths and How to Avoid Them

June 19th, 2020   9 am CT

Every business has risks, but some myths seem to damage or kill more enterprises than others do. This session will review ten of the most problematic myths that may doom a business and discuss action steps to prevent these myths from holding your business back. This session discusses the common myths, mistakes, risks, and hidden landmines inherent in every business. We will learn from the mistakes of others who often paid a steep price so that we may learn valuable lessons. If you are a leader who wants your business to become even more successful, this session is for you.

 

Ethics in the Real World

June 26th, 2020   9 am CT

Business ethics is not something “nice to do” but can mean the difference between success, failure and survival in today’s competitive environment.  Being trustworthy, having consistent business principles and an outstanding reputation may provide an organization’s only long-term competitive advantage.  This webcast outlines eight steps to create an ethical business environment including specific ways for financial professionals to make better ethical decisions.

Basic Course Information

Learning Objectives
  • Get a year worth of CPE here

Major Subjects
  • Behavioral Ethics
  • Business Management & Organization
  • Accounting
  • Finance

Course Materials

Faculty

John L. Daly's Profile

John L. Daly Related seminars and products: 34

MBA, CPA, CMA, CPIM


John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development.  He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal.  John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer.  He is the author of "Pricing for Profitability", published by Wiley and Sons.


Diane D. White Related seminars and products: 17

MBA, CPA, CMA


Diane D. WhiteMBA, CPA, CMA, is a finance and accounting executive with 39 years of control and business leadership expertise in both large and small for-profit and non-profit corporations.  She served several Fortune 50 corporations as Division Controller for 25 years before becoming a CFO for nonprofits and small businesses.  Diane recently retired as CFO of Workforce Resource, a nationwide mortgage finance service provider.  She and her husband Jim reside in Beaufort, SC where she enjoys volunteer work, teaching, consulting, writing, and a wide array of Lowcountry outdoor pleasures.


Don Minges's Profile

Don Minges Related seminars and products: 22

MBA


Don Minges, MBA, is a fractional CFO who works in diverse industries at various development stages.  His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis.  Don has experience raising equity for several growing firms and has invested equity capital into promising businesses.  He has served on the Board of Directors for many firms.  He graduated with highest honors from the Fuqua School of Business at Duke.


Gary Cokins, MBA, CPIM's Profile

Gary Cokins, MBA, CPIM Related seminars and products: 8


Gary Cokins is an internationally recognized expert, speaker, and author in performance improvement systems and advanced cost management.

Gary received a BS degree with honors (Tau Beta Pi; Alpha Pi Mu) in Industrial Engineering/Operations Research from Cornell University in 1971. He was a two year varsity football letterman. He received his MBA with honors (Beta Gamma Sigma) from Northwestern University’s Kellogg School of Management in 1974.

Gary began his career as a strategic planner with FMC Corporation and subsequently served as Financial Controller and Operations Manager with FMC’s Link-Belt division. In 1981 Gary began his management consulting career first with Deloitte Consulting. Next with KPMG, Gary was trained on activity-based costing (ABC) by Harvard Business School Professors Robert S. Kaplan and Robin Cooper. 

 

With KPMG working with Dr. David Norton, Gary was also involved with initial research that led to the development of the Balanced Scorecard. Prior to joining SAS, Gary headed the National Cost Management Consulting Services for Electronic Data Systems (EDS), now part of HP. In 1996 Gary joined ABC Technologies which was acquired in 2002 by SAS, a leading provider of enterprise performance management and business analytics software, headquartered in Cary, North Carolina. At SAS he was a principal consultant and retired in 2012.

Gary was the lead author of the acclaimed An ABC Manager’s Primer (ISBN 0-86641-220-4), sponsored by the Institute of Management Accountants (IMA). Gary’s second book, Activity Based Cost Management: Making it Work (ISBN 0-7863-0740-4), was judged by the Harvard Business School Press as “read this book first.” A reviewer for Gary’s third book, Activity Based Cost Management: An Executive’s Guide (ISBN 0-471-44328-X) said, Gary has the gift to take the concept that many view as complex and reduce it to its simplest terms.” This book was ranked number one in sales volume of 151 similar books on BarnesandNoble.com. Gary has also written Activity Based Cost Management in Government (ISBN 1-056726-110-8). His five most recent books are Performance Management: Finding the Missing Pieces to Close the Intelligence Gap (ISBN 0-471-57690-5), Performance Management: Integrating Strategy Execution, Methodologies, Risk, and Analytics (ISBN 978-0-470-44998-1), Strategic Business Management: From Planning to Performance (ISBN 978-1-93735-081-9), Budgeting, Planning, and Forecasting in Uncertain Times (ISBN 978-1-94012-531-8), and Predictive Business Analytics (ISBN 978-1-118-17556-9).

Gary has participated and served on committees including: CAM-I, the Supply Chain Council, the International Federation of Accountants (IFAC), the Institute of Management Accountants, the AICPA, and the American Association of Accountants (AAA).

Gary serves on the board of advisers for organizations including an advisory board with Harvard Business School Professor, Robert S. Kaplan, for the International Monetary Fund (IMF).


John Levy's Profile

John Levy Related seminars and products: 14

MBA, CPA


John F. Levy, MBA, CPA, is the CEO of Board Advisory Services, a consulting firm that assists public companies, or companies aspiring to be public, with corporate governance, compliance, financial reporting and financial strategies. He has nine years of experience with three large, national accounting firms and has served  as CFO of both public and private companies. John currently serves on the Board of Directors of three public companies, including as vice-chairman of one company and audit committee chair of another. He graduated from the University of Pennsylvania's Wharton School of Business.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For All CPAs
Course Developer Executive Education, Inc.

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

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Overall:      4

Total Reviews: 1122

Comments

Kimberly M

"Nice course. Important to remember this content in all interactions."

Terrie R

"I liked his personal stories related to the topic"

Jayne B

"Interesting course. "

Maureen N

"Interesting course. "

Terrie R

"Another great speaker with interesting and applicable stories-which makes it easier to remember key points"

Patric Z - Lutz, Florida

"A very good course which looks like it belongs in a MBA curriculum."

Dennis A - Caseville, Michigan

"Great information"

Kristofor K

"Very interesting course, glad I took it."

Stanley L

"MOST HELPFUL"

Anne T

"Very informative and kept my attention. Nicely presented!!!"

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