10:00 AM - 6:00 PM Central
Objectives:
After attending this presentation, you will be able to...Week 1 - Determine the issues that drive risk, identify why it matters to find the issues, and select ways to make improvement happen.Week 2 - Determine best practices to keep your career path vibrant, apply principles to be ready for change, then use effective tactics to prepare for new opportunities.Week 3 - Analyze best practices in effective system implementation, then identify what pitfalls to avoid.Week 4 - Recognize the roles of the sales function and sales team, determine the needs of the sales team, formulate effective incentive plans, and calculate value and profitability.
Instructor:
Various Instructors
Fields of Study:
Auditing
Business Management & Organization
Information Technology
Major Topics:
All times listed are Eastern Time Zone
Week 1: CFO Series: Tactics to Reduce Risk: 3rd Strategy to Help ROI
CPE: 2
Field of Study: Auditing
Discussion Leader: Brian Maturi, MBA, FCA
Date: Friday, November 01, 11:00 am
Description: What do investors want?
They actively pursue three key strategies:
1) improve profit (most over used strategy)
2) reduce investment (an under used strategy)
3) reduce risk (a much-neglected strategy)
In this third of three sessions, see 3) above, we will explore strategies to reduce risk. When risks are exhibited on the income statement - it is too late. Risk is silent and insidious. We must plan, as we have seen what happens when risk becomes real and reduces net income. We will discuss proven techniques to help your organization plan for risk before the next miscalculation. Be prepared!
Week 2: CFO Series: Re-invigorating Your Career: Planning Your Path
CPE: 2
Field of Study: Business Management & Organization
Discussion Leader: Bob Mims, CPA
Date: Friday, November 08, 11:00 am
Description: A career is a long time and yet looking back it appears to have been in the blink of an eye. If you have ever engaged in discussions with mentors or peer groups you may have heard the, "I wish I had ___". This course is a review of keeping you individually prepared and ready for all the various changes that will make your career. We start with where you are today and where you want to be? We discuss practical tips for professionals to be more prepared for changes that will certainly come over the course of your career. What are my career possibilities? The goal is that some of these ideas discussed will avoid more of the "I wish I had ____", and will convert them to, "I'm so glad I ____". We all have heard the maxim, "Failure to plan is planning to fail." We are planners by nature, let's plan our career and the career of those who report to us.
Week 3: CFO Series: Successful System Implementations: Planning!
CPE: 2
Field of Study: Information Technology
Discussion Leader: Tracy Cooper, CPA
Date: Friday, November 15, 11:00 am
Description: System changes are common, so why does seemingly every new system update or installation have multiple, new problems? We will review the causes and effects, including a short-term outlook. We will focus on the best practices of successful organizations, specifically the one key task for success - proper planning. What are the steps to take? Which functions need to be involved? How can you reduce risk? These actions can be applied to small system changes, system upgrades, or large ERP systems. Do not make the same mistake over and over - learn from others who have paid the hefty price.
Week 4: CFO Series: Enhancing Sales: Work with Sales to Drive Result
CPE: 2
Field of Study: Business Management & Organization
Discussion Leader: Jane Mims, Ph.D.
Date: Friday, November 22, 11:00 am
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