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The Virtual CFO Series - Money Matters (April 3rd, 2020 Start Date)


Total Credits: 8 including 2 Accounting - Technical, 4 Business Management & Organization - Non-technical, 2 Finance - Technical

Average Rating:
   4
Category:
Accounting and Auditing |  ACPEN Industry Institute |  Practice Management
Faculty:
John L. Daly |  Don Minges |  John Levy
Course Levels:
Intermediate
License:
Never expires.


Description

The Virtual CFO Series - Money Matters

 

Is getting your required CPE every year a struggle because of distance or scheduling constraints?  Executive Education’s Virtual CFO Series 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 4 courses:

 

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

April 3rd, 2020 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, 2020 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, 2020 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, 2020 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.

Basic Course Information

Learning Objectives
  • Learn about successful strategies for your money and business

Major Subjects
  • Business Management

 


Course Materials

Faculty

John L. Daly's Profile

John L. Daly Related seminars and products: 35

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.


Don Minges's Profile

Don Minges Related seminars and products: 20

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.


John Levy's Profile

John Levy Related seminars and products: 12

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 Those who are searching for money advice
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

5
4
3
2
1

Overall:      4

Total Reviews: 259

Comments

Maureen N

"Interesting course. "

Gloria M

"Great class and speaker!"

Crystal M

"Very informative course, I enjoyed it very much"

Glenn S - Boise, Idaho

"Good course, very basis, would like to see this instructor with follow up courses, I am interested in more knowledge from him. "

Amy B

"Really enjoyed Daly as a presenter"

Ying H

"Good lecture and provided basic principals "

Sue V

"I always enjoy John Daly's presentations. He is not only an expert in all the fields that he lectures in, but he also does it in a "layman". so we cam all understand him,"

jeffrey h

"Very much liked the approach in considering all the aspects that can impact forecasting that one may not generally factor in. "

Joseph C

"Very well done with no issues."

Timothy J

"Overall, this was a great course and it certainly brings areas that I can improve both professionally and personally."

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