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

Overview

This series includes four 2-hour consecutive Friday sessions, airing live beginning May 2, 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: CFO or Detective? Running Skillful Investigations

CPE: 2

Field of Study: Auditing

Discussion Leader: Tracy Cooper, CPA, CFE

Date: Friday, May 2, 11:00 am

Description: CFOs are on the front line of managing risk within the organization, often including investigations into suspected theft or fraud. Fraud investigations are not an accounting audit. Many lack the training needed to conduct a fair and legal investigation. This course will provide the essential knowledge and skills 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 can we respect the rights of all parties involved, preserve evidence, conduct proper surveillance, and 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.

Week 2: CFO Series: Better Management Reports Clear + Simple =Great!

CPE: 2

Field of Study: Accounting

Discussion Leader: Don Minges, MBA

Date: Friday, May 9, 11:00 am

Description: 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" and 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 (most do not) this seminar will provide keen insights to make your reports truly useful. Be the hero who delivers informative reports. We will show great examples of what to do and how.

Week 3: CFO Series: Crisis Management - Navigate the Storms Safely!

CPE: 2

Field of Study: Auditing, Business Management & Organization

Discussion Leader: Rob Berry, CPA

Date: Friday, May 16, 11:00 am

Description: Whether it's 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. Failing to plan for the next crisis is planning to fail.

Week 4: CFO Series: Dealing with Ever Changing Accounting Standards?

CPE: 2

Field of Study: Accounting

Discussion Leader: Bob Mims, CPA

Date: Friday, May 23, 11:00 am

Description: 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.

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 - Identify the proper process to conduct an internal investigation, as well as the risks, legal issues and pitfalls involved with an internal investigation

Week 2 - Develop reports that are used properly. Apply knowledge gained regarding examples of great reports and why they are useful.

Week 3 - Identify potential threats and conduct rapid risk assessments. Develop a comprehensive crisis management plan tailored to your organization and implement effective communication strategies.

Week 4 - Distinguish the need for GAAP accounting to continuously improve. Grasp the need to be directly involved in strategic planning and its value.

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.