CFO Series: Technical Competence


8.0 Credits

Executive Education’s CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose an entire year’s worth of CPE with a single decision. The CFO Series consists of a year’s worth of CPE including 20, two-hour topics presented by 5 different speakers spread over five months. Arrange all 40 credits you need by signing up for just one series. Each day consists of a different expert, leading discussions about four different topics. The CFO Series features high-quality presentations and the interactive, executive level colleague-to-colleague approach CFOs have come to expect from Executive Education, Inc.

Each topic and each day stands on its own. If you are not sure about making a five-day commitment, sign up for just a single day. We think you will come back for more!

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Major Topics

The 4 Topics Discussed

COSO Update:  Changing Risk Management Standards
COSO provides the accounting profession’s definitive risk management standards, which it continues to update and refine. The COSO guidelines provide a strong foundation for assessing and mitigating risk. The latest standards help organizations design and implement internal controls, addressing both operational and compliance objectives. Following the guidelines does not guarantee you will never have risks, but it does increase the probability you will anticipate and mitigate risks before they occur. COSO recommends organizations quickly transition their control evaluations, tools and documentation to the latest frameworks.  This session shows you how.

Revenue Recognition and Lease Accounting
FASB has issued new standards for revenue and lease accounting that will go into effect soon. Some companies will have major revenue recognition changes. Two types of leases remain, each with their own unique accounting treatment, but the old operating lease concept has disappeared. This session will help you become prepared for the reporting changes that await you in the near future.  

Implementing the Balanced Scorecard: Get Success on Track
An introduction and overview of the Balanced Scorecard aimed at executives and financial managers who want or need to understand the principles of the Balanced Scorecard and how it works in practical terms.

Raising Financing
This session reviews proven methods to raise capital 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 are involved with raising capital, this material is essential.

Designed For

This series is for people who are, or aspire to be, chief financial officers.  The discussions will be most appropriate for people in medium-sized organizations.


Management experience helpful

Advanced Preparation

Bring a calculator
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The CFO Series provides extensive case study analysis and many opportunities for group discussion.

NOTE: THIS IS A PAPERLESS CLASS. Electronic materials for this class will be available for download approximately 1 week before the class by logging into your account on our website.