Total Credits: 8 including 4 Accounting - Technical, 2 Auditing- Technical, 2 Finance - Technical
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:
Becoming a Great Predictor: Create Better Forecasts
February 8th, 2019 9 am CST
Imagine being able to see into the future with confidence. The ability to be a great forecaster is not innate but learned. By examining great forecasters, we can learn to improve our ability to predict the future. We will examine best practices and current research to improve our ability to predict events that will affect our business.
Aligning Budgets to Strategy – The Key to Long Term Profitability
February 15th, 2019 9 am CST
In most organizations, strategic planning and budgeting are separate processes, making them out of alignment from their inception. This webcast explores a practical “real world” planning approach that aligns spending to long-term strategy, creates a culture of accountability and responsibility, and might actually be fun when everyone gets on board. The result will create a model and culture for your organization’s future growth and profitability.
Risk Analysis and Management
February 22nd, 2019 9 am CST
We have many on-going examples of companies that don’t manage risk well and don’t understand the risks they are taking. Examples include car recalls, bank failures, oil spills, mining disasters and other crises which could have been anticipated and avoided. A McKinsey survey of Boards of Directors reported “36% of Directors did not fully understand the major risks facing their business; an additional 24% said their board processes for overseeing risk management were ineffective, and 19 % said their boards had no processes.” Increasingly, risk management responsibility falls squarely on the shoulders of financial managers. This seminar provides insights about Enterprise Risk Management (ERM) and what our professional standards say every company must do to appropriately anticipate, manage and mitigate major risk.
Raising Financing: Established Businesses with Revenue over $10 Million
March 1st, 2019 9 am CST
This session reviews proven methods to raise capital for established businesses with greater than ten million in revenue and discusses new methods to raise financing such as Crowdfunding. What are the pros, cons, and sources for each type of financing? What do banks require when you borrow? What do equity investors look for when analyzing making an equity investment? What are the fundraising techniques that small enterprises commonly use that established businesses can now use? How do you present the request for capital to increase your chances for success? If you assist with raising capital, this material is essential.
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase |
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 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.
Dan Chenoweth, MBA, CPA, helps clients take their strategy to the bottom line through rigorous project management and change management techniques. He has held executive level positions in general management, accounting and finance in a number of industries including telecommunications, printing and publishing, heavy equipment manufacturing and apparel manufacturing. Dan lives in Loveland, Colorado and is a former Colorado Society of CPAs board member.
Jay Giannantonio is a management consultant with over 30 years of experience specializing in finance transformation, internal audit, fraud, risk management, process improvement and Sarbanes-Oxley compliance issues. His professional experience includes long stays at PwC/Coopers & Lybrand, Verizon/Bell Atlantic and KPMG Consulting. Most recently, he was Vice President – Internal Audit for a $1B commercial equipment rental and sales company. Jay lives in Boca Raton, Florida.
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Availability | Module Title | Credits | Course Type | Duration | Course Details | ||||||||||||||||||||||||||||||||||||||||||||
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Feb 08, 2019 @ 10:00 AM (EST) |
Becoming a Great Predictor: Create Better Forecasts
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Total Credits: 2 including 2 Accounting - Technical | Live Webcast Replay | 2 Hours | More info » | ||||||||||||||||||||||||||||||||||||||||||||
Feb 15, 2019 @ 10:00 AM (EST) |
Aligning Budgets to Strategy – The Key to Long Term Profitability
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Total Credits: 2 including 2 Accounting - Technical | Live Webcast Replay | 2 Hours | More info » | ||||||||||||||||||||||||||||||||||||||||||||
Feb 22, 2019 @ 10:00 AM (EST) |
Risk Analysis and Management
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Total Credits: 2 including 2 Auditing- Technical | Live Webcast Replay | 2 Hours | More info » | ||||||||||||||||||||||||||||||||||||||||||||
Mar 01, 2019 @ 10:00 AM (EST) |
Raising Financing: Established Businesses with Revenue over $10 Million
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Total Credits: 2 including 2 Finance - Technical | Live Webcast Replay | 2 Hours | More info » | ||||||||||||||||||||||||||||||||||||||||||||
Total Classroom CE Credits Information |