CFO Series: Advanced Skills Made Easy - NEW! - 6 Tech & 2 [NT] - Webcast

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Sep 10, 2020

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


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


CFO Series – Day 1
Whether you work for a growing or struggling organization, you need to know if your company has the resources and cash to survive. No matter what industry you work in, getting your costing methods correct is key so that your company can be competitive. This course will increase your ability to see your organization's future and increase the confidence that your employer has in you.

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 discussions on five 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 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
CFO Series – Day 5: November 9, 2020 – Developing Credibility – Inside and Outside the Organization

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.


  • Understand how to create projected balance sheet and cash flow statements
  • Review advanced methods for assigning overhead
  • Learn how to fix a badly organized chart of accounts
  • Learn how to create better PowerPoint presentations

Major Subjects

Advanced Planning: Balance Sheet and Cash Flow Projections
  • Unless you expect your organization to be stable in the short, medium and long term, you need to understand how to create long-term balance sheet and cash flow projections. Growing organizations must know whether they will have the resources to execute their business plan’s goals, objectives, and strategies. Struggling organizations need to know if they will have the cash to survive. This session will increase your organization's ability to see its future and increase the confidence that your CEO, board, and bank have in you.

Advanced Cost Accounting: Assigning Overhead

  • Organizations that use primitive costing methods make predictable mistakes, allocating 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 session will show you how to assign 16 key categories of overhead. Whether you work in a wholesale, retail, health care, service, or manufacturing business. Get your costing right and you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself.

Fixing Your Chart of Accounts

  • A well-organized chart of accounts supports robust responsibility reporting and accountability, makes it easy to answer "what if?" questions, and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data, and keeping errors from creeping into financial statements.
  • Best practices today look little like the examples you may have seen in business school.  If you sense that your general ledger could do far more, this session will show you how to fix your problems.

Avoiding Death by PowerPoint: Create Better Presentations

  • We have all suffered through some awful PowerPoint presentations. When a speaker has hundreds of slides with hundreds of words on each slide, we wish we could just lie down and take a nap. This session will help prevent YOU from being that speaker. 
  • We will show you the characteristics of good and bad presentations, walking you through a process to create a presentation that keeps your audience awake rather than retreating for another cup of strong, black coffee.

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email