CFO Series: Become More Effective - NEW! [NT] - Webcast

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Cancelled - Sep 11, 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 2
Mastering four key areas will help you become a more effective leader in your organization and administer important finance functions. Gain new insights and see examples of how successful organizations thrive in these areas.

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 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 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.


  • Learn to think more critically
  • Understand how to network more effectively
  • Gain insights into how to manage compensation and bonus plans more effectively
  • Learn some of MS Word’s advanced features

Major Subjects

Critical Thinking for Financial Professionals
  • What were they thinking? Why do business leaders sometimes make horrible decisions that severely damage themselves and their organizations? It is tempting to assume that a poor choice must be due to a leader’s incompetence, inexperience, bad character, or low intelligence – but such easily attributed factors generally aren’t the true cause when leaders blunder. In such situations, many turn to finance and accounting professionals for evaluation, answers, remedies, and solutions for improved future decision-making.

Effective Networking: Take Control of Your Career
  • It is not who you know, but who knows you.  You land jobs, win clients, make sales and get promotions based on your visibility within your company, industry, and business community. According to several studies, 70-75% of all new jobs are found through networking. Despite knowing that we should network, the prospect of talking to other people in a room full of total strangers or making new phone contacts may terrify us.
  • The unknowns scare us most of all. This session will help you find the courage to network by preparing you for that phone contact or networking event. We will talk about what to say, how to say it, and most importantly, why you will do your most effective networking when you listen a lot more than you talk.  The skills from this session can put you on the path to networking like an expert.

The CFO’s Role in Compensation and Bonus Plans

  • For many organizations, compensation is the single most important cost category. This session will discuss why the CFO must involve themselves with compensation and benefit plan design and administration. This session will pay particular attention to bonus plans, covering plan design, administration, and common plan features currently in use today.  

MS Word: Advanced Features

  • Financial professionals are often Excel experts but are unaware of MS Word tools that can save time and make their written communications considerably more professional looking and easier to read. This session covers tools you have probably never used and others you may not be using correctly. Your whole department could use this course!

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