CFO Series: Managing People


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 40 credit hours of CPE with a single decision.  The CFO Series consists of 20, two-hour topics presented by 5 different financial management veterans.  Each day consists of 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 stand on their 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!

Major Topics

The 4 Topics Discussed

Managing People: Conquering the Soft Side of Your Job
(2 Business Management Credits)

Financial managers rarely get fired due to lack of GAAP or tax knowledge. They get fired because they fail at the people side of their job. An accountant with good people management skills can rise to CEO, but if you can't manage and develop people, your career scope will be very limited. Attend this session to gain people management insight from C-Suite veteran John L. Daly.

Participants will learn:
1. The most important rule for managing people  
2. How your introverted personality can be your superpower

Corporate Ethics: Cases in Diversity and Inclusion
(2 Ethics Credits)

The AICPA Code of Professional Conduct makes it clear that workplace harassment and discrimination is unacceptable but gives little further guidance.  Other behavior standards can help us fill the gaps.  This session will discuss cases involving ethical issues relating to diversity, sexually hostile work environments, gender identity, and discrimination.  

Participants will learn:
1. What diversity issues most often get companies in trouble 
2. How to persuade someone else to do the right thing

Open Book Management: Making it Work in the Real World
(2 Business Management Credits)

Some organizations create extraordinary success by broadly sharing financial information with team members at all levels.  Others have tried and failed.  This session discusses how real-world organizations have transformed their cultures using open book management.  You will gain insight into what works and what does not.  Learning how giving team members a stake in the action can motivate everyone to create company performance far beyond anyone’s expectations.  

Participants will learn:
1. Why teams armed with good information perform better 
2. What information to share with your team members

The Civil Advantage: Workplace Ethics and Civility
(2 Ethics Credits)
Ethics and civility are powerfully connected.  What we call "manners" are behaviors with proven value as leadership tools to avoid destructive acts and build trust.  People treasure their personal dignity, have amazingly long memories for personal slights and thrive when treated with respect.  Rudeness, blustering, and bullying may win the occasional battle, but will always lose the war when it comes to lasting prestige and power.  Moreover, ethical lapses are more likely if leaders do not use a civil approach to foster cooperation.  This session explains how civility and ethics reinforce one another and offers 25 rules to foster considerate conduct in the workplace.

Participants will learn:
1. Why you should care about civility 
2. Rules for Considerate Conduct

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.