CFO Series: Developing Credibility – Inside and Outside the Organization –NEW! - 2 Tech & 6 [NT] - Webcast

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Nov 9, 2020

Registration: 7:30 AM / Program: 8:00 AM - 4:00 PM Pacific Time


Member Fee: $325.00
Nonmember Fee: $425.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -162.00


CFO Series – Day 5
Today’s financial leader must establish ongoing credibility and adaptability to be most effective. In fact, they are often the overlooked keys to management success. Learn how to earn respect for yourself and your team and inspire them to be successful.

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 choose multiple days of CPE with a single decision. Each day consists of an expert leading discussion on four different topics. The CFO Series features high-quality presentations and an interactive, executive-level, colleague-to-colleague approach with case studies, group discussions, and team exercises.

Register for three or more and save $25 on each course. That's a savings of $125 on the full series!

  • Enter Promo Code: CFO2020

CFO Series – Day 1:September 10, 2020 – Advanced Skills Made Easy
CFO Series – Day 2: September 11, 2020 – Become More Effective
CFO Series – Day 3: October 13, 2020 – Emotional Intelligence – What Makes Great Leaders Great?
CFO Series – Day 4: October 14, 2020 – Cash Management – Managing the Lifeblood of the Business

Each topic and each day stand on their own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!

Designed For

This series is for people who are, or aspire to be, chief financial officers. We target the discussions to people in medium-sized organizations.


Earn respect for yourself and your team Learn why "It’s all about action!" Find out how to communicate your message quickly and clearly Learn 10 tips for success and 13 signs of failure

Major Subjects

Developing Credibility: Earn Respect for Yourself and Your Team
  • Credibility is the key to management success. When people believe in you and your message, they are more prone to act on your advice. Learn some practical tips on how to move from being a CF-No to a CF-Oh! Uncover the attributes of the “what and how” of financial management success.

It’s All About Action! Deeds, Not Words, Really Count
  • Talk is cheap! Action moves people better than unfulfilled ideas. Actionable concepts serve as a catalyst for change. This session will assist you in developing actionable messages and achieve buy-in as you implement new processes. Discuss the power of the planning and the impact of the quantitative, strategic, and tactical trifecta. Heed the advice of legendary University of Alabama football coach, Paul "Bear" Bryant, and "Cause something to happen."

Effective Internal Reporting: Make Your Message Quick and Clear
  • Do your presentations lack life? Do your audiences sometimes fail to get the message? Learn how to grab your audience’s attention and deliver an actionable message. Discover the power of “the trifecta” and the 3 P’s of effective reports and presentations. Learn how to make your messaging a “re-memorable event.”

Financial Management: 10 Tips for Success and 13 Signs of Failure
  • Today’s effective financial leader must establish ongoing credibility and adaptability to be effective. Finance professionals operate in a landscape of constant flux, yet financial management’s fundamental success skills do not vary. Hear a veteran financial executive discuss why some financial managers succeed while others fail.


William O'Brien

William F. O’Brien, MBA, CPA, is a financial management consultant and educator with over 40 years’ experience. He has held senior financial management positions with Intel and ROLM and served as CFO for several emerging, high technology companies. Bill has extensive experience in corporate planning, fraud assessment, control, financial analysis, cash management, managerial accounting and financial reporting in both domestic and international settings. He has served on the faculties of Santa Clara University and San Jose State University.

(Rev. 2/2018)