CFO Series: Reinventing the Finance Role


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

Reinventing the Finance Role
When everything you must accomplish seems overwhelming, it is often hard to see the big picture. Step back and understand your role as others do. Your board, CEO, peers and the rest of the organization are customers for the information you create. Understanding their perspective will change how you gather, process and distribute information. It will change your focus from dealing with the past to collaborating with others to make the future happen. As a result, you will work more efficiently and will be far more valued. This session will help stimulate your way of thinking about your own position and the department you run.  

Principled Negotiations: Getting to Yes
According to negotiation guru Chester Karrass, “In business as in life, you don’t get what you deserve, you get what you negotiate.” Every transaction between two individuals is a negotiation. Often we view negotiations as a competition with one side “winning” and the other “losing.” Principled negotiation is a better method that seeks to have both parties come out ahead. This session will examine best negotiation practices, providing participants with ways to “get to yes” faster and build lasting relationships. 

Generations at Work: Finding Common Ground
The dynamics of today’s workforce ARE changing. Gone are the days when managers spent years working their way up the company’s ladder. Because of the relatively small population of Generation Xers, leadership is transitioning many management positions from Baby Boomers to Millennials. The result is a greater age difference between colleagues.

This session explores the differences between the generations who make up the current workforce and the implications, both positive and negative, of the gap. We will explain why finding common ground is crucial to survival, and how to accomplish it. Receive practical tips and tricks to manage multiple generations in our work places.

The Business Secrets of Trappist Monks
"The Business Secrets of the Trappist Monks," by August Turak, has been an unconventional business best seller. What makes the Trappist Monks successful? The short answer is the monks discovered an amazing secret: “It is in our own self-interest to forget our self-interest.” Just like every business, a Trappist monastery must be self-sufficient. Trappists are world famous for many products, from cheese to wool to, most famously, beer. If they do not sell their goods, they do not eat. The Trappists have learned the hard way many lessons that are effective for every business; honing their business skills for 350 years. We discuss key lessons applicable to any business.   

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

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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.