The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about 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.
Each topic and each day stand on its 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!
This CFO Series Day
We all aspire to be great managers, even with management superpowers. We will discuss how, specifically what, you can do to improve your management skills. The best leaders have a never-ending passion to improve and acquire useful knowledge. Management skills can be learned, but only if one is willing to do the work. If you aspire to be a more valued, trusted, credible leader – these four sessions of two hours each will help you become a first–class manager. Learn what makes the best managers – the best.
Discussion Leader
Brian Maturi, MBA, CA
Brian Maturi, MBA, CA has over 35 years’ financial management experience in the UK and US, including five years with Deloitte Touche and over 20 years with BorgWarner, Inc. where he was a divisional VP-Finance and Corporate Director of Risk Management. His favorite topics include ERM, management accounting and currency, commodity and interest rate hedging. Brian holds a bachelor’s in Economics, an MBA and is an English Institute of Chartered Accountants fellow.
We all aspire to be great managers, even with management superpowers. We will discuss how, specifically what, you can do to improve your management skills. The best leaders have a never-ending passion to improve and acquire useful knowledge. Management skills can be learned, but only if one is willing to do the work. If you aspire to be a more valued, trusted, credible leader – these four sessions of two hours each will help you become a first–class manager. Learn what makes the best managers – the best.
Five Management Superpowers
2 Business Management and Organization credits
“Management is about persuading people to do things they do not want to do, while leadership is about inspiring people to do things they never thought they could." - Steve Jobs.
We will discuss five key management strategies and skills that every successful manager has. We walk through the A-to-Z of effective management from the standpoint of self, team, and individuals. It is not enough to be a ‘good’ manager and excel in our field, we need to be more than the subject matter expert. The five management superpowers will bolster management skills for better leaders and is a proven path for those who desire to ascend the ranks to higher leadership. Leadership is a skill that can be learned, and you can learn how.
Topics Discussed
• How feedback becomes effective
• How to develop listening skills
• Cultivation of self, cultivation of team members as individuals, cultivation of team members as a group
• How to create a working environment in which team members feel acknowledged and “heard”
• Inspirational motivation for team success
• Relational communication skills that increase productivity
• The ‘secret sauce’ that holds communication and professional relationships together on the individual and team level in the short and long term
Objectives: To develop better management skills and leadership skills to enable teams to flourish. Learn effective methods to become a better manager. Understand the importance of earning trust, helping others, integrity and communicating.
Cases and Group Discussion
This seminar includes three (3) case studies for group discussion.
Prerequisite: At least six (6) months of professional financial statement analysis experience. Prior management and leadership experience will be helpful.
Accepting Perfectionists: Understanding & Adapting
2 Business Management and Organization credits
You may know people who believe, “Good, is never good enough.” They are sharp, driven, push themselves, have lofty standards, and may focus on the negative. They wear themselves out and others as well. Could they be perfectionists? Perhaps we have some of these tendencies? We will discuss perfectionists from several perspectives and how to harness their skills to enhance results. Perfectionism is a mindset, not a disease. We will review actions to take so that perfectionists may learn how to transform their behaviors. Based on research and proven methods, we will discuss tactics that may help. If you know at least one perfectionist, this session will significantly help you and them.
Topics Discussed
o Why perfection is not obtainable
o The wonderful attributes of perfectionists
- The not so wonderful attributes of perfectionists
o Why do most attempts to deal with perfectionists fail?
- What works?
o Why many perfectionists are procrastinators and masters of self-punishment
o Tactics to help the perfectionist become more effective
- Is the climb worth the view?
Objectives: To recognize, accept, and understand the tendencies of perfectionists. Understand their strengths and areas where they may improve. How to get the most out of a perfectionist.
Cases and Group Discussion
This seminar includes three (3) case discussions.
Prerequisite: At least six (6) months of professional financial statement analysis experience. Preferably experience managing others directly or indirectly.
Why You Should Be a Learnaholic: Staying Ahead!
2 Personal Development credits
Successful people do know one secret that keeps them on top? The answer is - they are lifelong learners. It is a mindset and a way of life that they learned to utilize. You did not miss out, those not born with this ability have hope. This course provides quantifiable research to support that learn-a-holics (or lifetime learners) are clearly more successful, as well as practical actions on how you can stop being left behind and start getting ahead by adopting the habits and mindset of a lifelong learner. The crux is to expand your mind and expand your possibilities. This is the recipe for success you don’t want to miss!
Topics Discussed
o The key mindset difference between extremely successful people and others
o Learning styles:
- What they are, why they matter, and what your unique learning style is
o The seven essential elements for lifelong learning success
o Two daily habits that can make this lifestyle transition easier.
o A learning technique that works regardless of your personal learning style
o “How-to” guide to starting your new life as a learn-a-holic
Learning Objectives: Recognize the importance of being a continual learner. Understand your unique learning style, and what is necessary to become a learn-a-holic.
Cases and Group Discussion
This seminar includes two (2) case studies; one for individual exploration and one for group discussion.
Prerequisite: Willingness to have an open mind and at least six (6) months of professional financial statement analysis experience.
Advancing Your Role as a Business Leader
2 Business Management and Organization credits
Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. True leaders put in the work and make sacrifices for others. Leadership is a learned skill, a skill that must be practiced. It may look simple, and it is – only if you know what to do and how to do it. Leadership requires one to develop a greater understanding of intangibles that are difficult to quantify – but are priceless. The best leaders care about others, are trustworthy and are credible. We will discuss proven tactics to enhance those skills. Worthy for those who want to become even more valuable as a business leader.
Topics Discussed
• Leadership is earned, not given.
• Leaders understand:
o Human nature,
o Others and
o Themselves.
• You have to care!
• The need for better relationships, credibility, and trust
• Lessons from great leaders
• Steps to becoming a better leader
Objectives: Effective leaders understand the importance of earning trust, helping others, integrity, relationships, and communicating.
Cases and Group Discussion
This seminar includes three (3) case studies for group discussion.
Prerequisite: At least six (6) months of professional financial statement analysis experience. Prior management and leadership experience will be most helpful.
At least six (6) months of professional financial statement analysis experience. Prior
management and leadership experience will be most helpful.
None
Corporate financial managers, business owners, entrepreneurs and
professionals who advise them, especially those who wish to advance in the organization,
Corporate Financial Leaders, CEOs, CFOs, Controllers, Accountants, and Board members. CPAs
in public practice and CPAs in industry who want to be more than ‘number crunchers.’
