CFO Series - June 2025 Webinar Bundle - Montana Society of CPAs

Overview

This series includes four 2-hour consecutive Friday sessions, airing live beginning June 6, for a total of 8 CPE.

Once registered for this bundle, log in instructions will be emailed to you separately for each individual course.

You receive significant savings when purchasing these webinars as a bundle.

The CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to attend multiple webinars of CPE with a single decision. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.

Highlights

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, June 6, 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: Ethical Decisions Made Easier: Blurred Lines?

CPE: 2

Field of Study: Regulatory Ethics

Discussion Leader: Rob Berry, CPA

Date: Friday, June 13, 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.

Week 3: CFO Series: Enterprise Risk Management Implementation Keys

CPE: 2

Field of Study: Auditing & Management Services

Discussion Leader: Brian Maturi, MBA, FCA

Date: Friday, June 20, 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 4: CFO Series: Decoding Balance Sheet Accounting Issues

CPE: 2

Field of Study: Accounting

Discussion Leader: Bob Mims, CPA

Date: Friday, June 27, 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.

Prerequisites

None

Designed For

This series is for people who are, or aspire to be, chief financial officers.

Objectives

After attending this presentation, you will be able to...

Week 1 - Recognize some new methods that individual tax jurisdictions are employing to raise tax revenue, and the impact on cross border (interstate) operations. Comprehend the changes in SALT taxation so your employer/clients can be in compliance.

Week 2 - Apply ethical decision-making models to real-world scenarios. Analyze consequences and stakeholders' perspectives in ethical conflicts and use effective communication in resolving ethical challenges.

Week 3 - Successfully integrate ERM into everyday business practice to identify and assess risks. Tailor a comprehensive ERM framework for your firms strategic planning and decision-making processes.

Week 4 - Appreciate the paramount need for an excellent balance sheet. Testify to the critical nature of using both practical analysis and common sense in our application and approach to balance sheet accounting.

Preparation

None

Notice

Your invitation email with a link to the webinar and course materials will come from CPA Crossings webinars@cpacrossings.com. If you do not receive your invitation email, please check your junk folder then contact CPA Crossings Customer Service 877-370-2220 ext 1 or webinars@cpacrossings.com.