August 16, 2023

Live Webcast

8 Total CPE Credits


CFO Series: Skills for 2023 & Beyond (in collaboration with the VSCPA)

Learning Objectives

To understand the benefits of DEI initiatives and discuss proven, effective techniques to realize those benefits.   To understand the immense value of experiments that may not initially be successful and to learn from successful organizations that have embraced experimentation.  Identifying the key considerations when preparing to exit the business to achieve optimal sales price. Understanding some of the key issues to consider when preparing to sell a business.  Determine the nontraditional metrics and modify them to fit your organization’s specific business needs for more actionable, informed business decisions.

Major Topics

Diversity, Equity, and Inclusion (DEI) Done Right – Lessons from Change Agents • Business case for DEI activities • Ethical considerations of DEI • Economic benefits of DEI • Definition and clarification of Diversity, Equity, and Inclusion • Examples of effective DEI initiatives

Accomplishments Follow Failures: Success Through Experimentation • Why are failures required for success? • Why are failures so feared? • What are some of the more common reasons for failures? • Why the poor leaders believe that failure is failure • What does ‘fire bullets then cannonballs’ mean? • How you and your organization should embrace experiments

Getting the Most When Selling a Business: Little Details to Get Top Value • What do buyers really want? • Steps to take so your business will be attractive to buyers • The process to prepare for a sale – the steps and timing • Pitfalls to avoid • The value of a strong advisory team • Key considerations

Measure What Matters: Identify the ‘Right’ KPIs and Metrics

• Identify and describe metrics from many industries • Tailor measures to fit your industry and organization • Find the right metrics to achieve your strategic goals • Describe the why and what to measure • Establish an understandable dashboard • Determine high-level and detailed KPIs • How to assist management to make informed decisions


CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Leadership
  • Accounting & Auditing


At least six (6) months of professional financial statement analysis experience. Best suited for those who have experience and communicating metrics and KPIs.

Advanced Preparation


Intended Audience

Financial leaders, regardless of title, who are, or aspire to be, chief financial officers. We target the discussions to people in medium-sized organizations.


Maryland Association of CPAs

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