CFO Series: Staying Ahead in a Dynamic Economy - 6 Tech & 2 [NT] - NEW! - Webcast

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May 10, 2023

Registration: 7:30 AM / Program: 8:00 AM - 3:45 PM Pacific Time


Member Fee: $315.00
Nonmember Fee: $390.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -157.00


CFO Series - Day 1
This four-topic event focuses on skills that will help you and your organization become more effective dealing with risk, fraud, cybersecurity, mergers, and acquisitions, and effectively preparing for a new professional role. We cannot fall behind in a dynamic environment.

The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to over 30 hours of 澳门星际网赌 with a single decision. Each day consists of a subject matter expert leading discussion 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.

Register by April 28 and save $25. That's a savings of $100 on the full series! 

CFO Series - Day 2: May 12, 2023 - CFO Series: Corporate Performance Management - NEW! - Webcast
CFO Series - Day 3: June 12, 2023 - CFO Series: Today's Staff Retention and Accounting - 4 Tech & 4 [NT] - NEW! - Webcast
CFO Series - Day 4: June 21, 2023 - CFO Series: 360 Degree Budgeting - Webcast

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!

Designed For

Any professional interested in understanding career transitions and generational differences, including new employees. Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, accountants, Board members, advisors, and consultants. CPAs in public practice and CPAs in industry.


  • Understanding the risks of cyber-crime from sources; inside the organization, external, technology or people related. Better understanding of an organization’s risk profile. How to enhance data security.
  • Identifying a business’ fraud risk profile. Creating meaningful Internal Controls and monitoring those controls.
  • Identifying the key considerations when exploring mergers as a tactic to achieve strategic objectives. Understanding some of the key issues to consider when utilizing mergers.
  • Learning how to fit in and become productive in a new environment. Recognize and accept generational differences and how to address differing lifestyle choices in the workplace.

Major Subjects

Cybersecurity for the CFO: Ransomware and Beyond
Cybercrime increased by over 500% during the pandemic. Many financial leaders are tasked with overseeing computer security, which is typically outsourced. Recall the maxim, trust but verify. Why do we not inspect those we pay to manage our cybersecurity? How many backup plans should we have? Verizon reports that 44% of all data breaches by companies with less than 1,000 employees were caused by malicious employees. How to test for security? Is insurance enough? What is the 'worst thing that could happen' and how to prepare for it? We will review a multi-step plan on how to enhance your data integrity. Be prepared, because at the end of day - you will be held accountable and responsible for cybersecurity.

Topics Discussed:

  • Identifying weaknesses within your cybersecurity
  • What are some of the more common threats?
  • Understand your most vulnerable risk - your employees, including you
  • How, where, and how many backup plans
  • Is an IT Disaster Recovery plan sufficient?
  • The pros and cons of the cloud
  • Do we truly understand our cyber-insurance policy?
  • The need for a method to shut everything down immediately
  • How cybersecurity is not for IT alone, it is crucial for the entire organization

Detecting Internal Fraud - Expect the Unexpected

Two-thirds of small businesses will experience some form of employee fraud according to the Better Business Bureau. 30% of business failures result from employee fraud. Current estimates indicate businesses lose 5% of their revenues to occupational fraud. Small businesses incur higher median losses when fraud occurs. Many businesses do not have adequate controls in place to prevent and detect fraud, often because of time, staff, or financial constraints. This session will discuss common frauds and fraudsters and identify realistic ways for businesses to take steps to prevent becoming the next victim.

Topics Discussed:

  • Defining the problem - what are the key elements of Occupational Fraud
  • Requirements for internal controls - SOX, FCPA, SAS 115 as well as lenders, investors, regulatory bodies
  • How to develop a risk profile for the organization and employees
  • Addressing company culture
  • Establishing specific controls targeting the business' risk
  • Monitoring the culture, the staff, and the controls for effectiveness

Mergers and Acquisitions: Tips and Speed Bumps to Avoid

Mergers, acquisitions, and alliances have been -- and will continue to be -- major paths to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.

Topics Discussed:

  • Identifying potential acquisition candidates
  • Make strategic acquisitions
  • Identify and understand company culture
  • Understand the keys to effective and efficient due diligence
  • Plan and execute an effective integration
  • Key considerations

Transition Smoothly in Business: Success and Fun in Your New Role
Every professional will change roles many times. Is your position changing, e.g., a promotion, a new job, retirement, joining a Board, or a fresh college graduate? How to transition smoothly and understand those who you will work with? How do I fit in? How do I learn what to do and what not to do? Do not forget your life outside of work. It is a job, not there for your personal convenience to work when you want to. Can you have it all? How do I work with older/other/younger people? Everyone will move on to new opportunities, this seminar will prepare you on how to move on and be successful!

Topics Discussed:

  • What are the two crucial questions to ask when taking on a new role?
  • How to check out the new organization and the new manager -- before you start
  • Approaches to maintaining professionalism when others do not
  • Ways to interact with multiple generations
  • Learning to adapt to changing situations
  • Techniques to integrate work and social life
    • Social media recommendations

Did you know? The 星际网赌 member rate for 澳门星际网赌 courses is extended to all 星际网赌 members and their employees who are not eligible for 星际网赌 membership. Members of other state CPA societies are also eligible for member rates.

After adding the course(s) to your cart, click "Apply Discounts" and select either "This person is an uncertified staff of an 星际网赌 member" or "This person is a member of another state CPA society."