Skip to main content
 This program is not active.
Classroom

The Virtual CFO Series - Taking Care of Your Team (Starts May 3rd)


Total Credits: 8 including 6 Business Management & Organization - Non-technical, 2 Communications and Marketing - Non-technical

Average Rating:
   200
Categories:
Accounting and Auditing |  ACPEN Industry Institute |  Industry
Faculty:
Don Minges, MBA |  John Levy, MBA, CPA |  John L. Daly, MBA, CPA, CMA, CPIM
Course Levels:
Intermediate
Duration:
8 Hours
License:
Never expires.


Description

The Virtual CFO Series

Is getting your required CPE every year a struggle because of distance or scheduling constraints?  Executive Education’s Virtual CFO Series allows you to get an entire year’s worth of CPE from the convenience of your home or office with a time commitment of just 100 minutes per week on Friday mornings.  

This classroom will include the following 4 courses:

 

The CFO's Role in Compensation and Bonus Plans

May 3, 2019    9 am CST

For many organizations, compensation is the single most important cost category.  This webcast 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.  

 

Lessons from the Playing Field:  What Sports Can Teach Accountants​

May 10, 2019      9 am CST

The Duke of Wellington is credited with saying. “The Battle of Waterloo was won on the playing-fields of Eton."  From before the 19th Century to today, sports have molded our business and professional leaders.  Sports can teach today’s accountants about many critical business issues, including strategy, culture, metrics, management, innovation, adversity and sustainability.  This session explores lessons we can all use from great, and not so great, moments in sports.  Quit feeling guilty about playing those extra nine holes or watching “March Madness”– you are learning important professional skills!

 

Communications Success:  Make Your Message Stick

May 17, 2019     9 am CST

Great ideas are only great if they are implemented.  How can you make your ideas matter to others?  Learn the six steps to make your ideas stick. 

 

Create a Terrific Equity Compensation Plan:  Avoid the Pitfalls!

May 31, 2019     9 am CST

Most equity compensation plans change soon after they are launched, because they fail to achieve the intended objective.  This session discusses the common pitfalls, mistakes, audit risks, potential penalties, personal risk and the numerous compliance issues involving these complex plans. Who is best qualified to value the equity grant?  Who should lead plan implementation and reporting?  Popular speaker Don Minges will discuss proven methods to resolve who should receive equity, how much they should receive, and appropriate vesting triggers.  If you want to design an equity compensation plan that works, this seminar is for you. 

 

Basic Course Information

Learning Objectives
  • Learn about four topics of interest to CFOs

Major Subjects
  • Information Technology
  • Accounting & Auditing

Course Materials

Faculty

Don Minges, MBA's Profile

Don Minges, MBA Related Seminars and Products


Don Minges, MBA, is a fractional CFO who works in diverse industries at various development stages.  His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis.  Don has experience raising equity for several growing firms and has invested equity capital into promising businesses.  He has served on the Board of Directors for many firms.  He graduated with highest honors from the Fuqua School of Business at Duke.


John Levy, MBA, CPA's Profile

John Levy, MBA, CPA Related Seminars and Products


John F. Levy, MBA, CPA, is the CEO of Board Advisory Services, a consulting firm that assists public companies, or companies aspiring to be public, with corporate governance, compliance, financial reporting and financial strategies. He has nine years of experience with three large, national accounting firms and has served  as CFO of both public and private companies. John currently serves on the Board of Directors of three public companies, including as vice-chairman of one company and audit committee chair of another. He graduated from the University of Pennsylvania's Wharton School of Business.


John L. Daly, MBA, CPA, CMA, CPIM's Profile

John L. Daly, MBA, CPA, CMA, CPIM Related Seminars and Products


John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development.  He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal.  John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer.  He is the author of "Pricing for Profitability", published by Wiley and Sons and a novel, "Tool & Die".


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For All CPAs
Original Recording Date 10/26/2018
Yellow Book No
Course Developer Executive Education, Inc.
Date Added to Catalog 07/05/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

5
4
3
2
1

Overall:      4

Total Reviews: 200

Comments

Silvia W

"John Daly and online webinars are the reasons that I use the ACPEN classes!"

Christie B

"Good presentation and great examples!"

Kim B

"Best CPE I've ever taken!"

John B

"Very good intro course"

Moorman N

"My company is experiencing a transformation and it was enlightening to see a different way to energize the staff. Very relevant timing for me."