CPE Course Executive Education's Annual CFO Spotlight: Driving and Managing Progress

September 14, 2017

8:30am — 4:15pm

Location Manchester

Member Price $259.00Register after August 24 and pay $279.00
Non-member Price $359.00Register after August 24 and pay $379.00

Curriculum Accounting & Audit, Management

Field of Interest Accounting (General), Accounting and Auditing, Auditing, Practice Management

Level Intermediate

Designed For

This seminar is for people who are, or aspire to be, chief financial officers. We will focus discussions on medium-sized organizations.

8.00 credits

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Objective

How Good Companies Become Great: Secrets to Success
2 Management Credits
Some business writers are calling Jim Collins’ books Good to Great and Great by Choice the best business books so far in the 21st Century.  Well-researched and widely read, Collins’ findings dispel many long-held business myths.  This session will review Collins’ research, compare it to other research and discuss the implications for management teams that want to transition from being merely good to truly great. 

Risk Analysis and Management:  What Every Financial Manager Must Know
2 Auditing Credits
In this turbulent world, risk management responsibility has fallen squarely on financial management’s shoulders.  Audit committees and external auditors are asking questions they never asked before.  We must prepare to give them answers!  Come get insights about Enterprise Risk Management (ERM) and what standards such as the COSO ERM model say every organization must do.

Profit Improvement: Ten Tips
2 Management Credits
When a company experiences poor financial performance, the financial person is often the first to go.  Whether times are good or bad, asking the tough questions and making sure the organization is efficient and stays efficient are part of the financial manager’s job.  Proactive efforts by financial management can prevent the need to “catch up.”  This session provides 10 techniques for improving your company’s bottom line.  

Change Management: Lead Improvement Effectively
2 Management Credits
Why is change so difficult?  Many organizations struggle to improve because they fail to effectively deal with the people issues of change management.  This seminar will show participants how to deal with individual resistance to change and cultural inertia that prevent an organization from reaching its goals.  

Highlights

Instructors

John F. Levy, MBA, CPA

John F. Levy is the CEO of Board Advisory, a firm that assists public companies, or companies aspiring to be public, with corporate governance, compliance, financial reporting and financial strategies. He has nine years’ experience with three large public accounting firms and served as CFO of both public and private companies. John currently sits on the boards of three public companies and three non-profits, serving as Chairman of one company and audit committee chair of another. He graduated from the University of Pennsylvania’s Wharton School of Business.close

Prerequisites

None

Developer

Executive Education, Inc.

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