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The Virtual CFO Series - Preparing for the Future (Starts August 3rd)


Total Credits: 8 including 4 Accounting - Technical, 2 Auditing- Technical, 2 Finance - Technical

Average Rating:
   477
Categories:
Accounting and Auditing |  ACPEN Industry Institute
Speakers:
Don Minges, MBA |  John Levy, MBA, CPA |  Dan Chenoweth, MBA, CPA |  Jay Giannantonio, MS, CPA, CIA
Course Levels:
Intermediate
Duration:
8 Hours
License:
Never expires.


Description

The Virtual CFO Series

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 

August 3, 2018    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

August 10, 2018      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​

August 17, 2018     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

August 24, 2018     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. 

 

Basic Course Information

Learning Objectives
  • Learn about four topics of interest to CFOs

Major Subjects
  • Accounting
  • Auditing
  • Finance

Course Materials

Speaker

Don Minges, MBA's Profile

Don Minges, MBA Related Seminars and Products


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 Levy, MBA, CPA's Profile

John Levy, MBA, CPA Related Seminars and Products


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's Profile

Dan Chenoweth, MBA, CPA Related Seminars and Products


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, MS, CPA, CIA Related Seminars and Products


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.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For All CPAs
Original Recording Date 08/03/2018
Yellow Book No
Course Developer Executive Education, Inc.
Date Added to Catalog 07/05/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

5
4
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2
1

Overall:      4

Total Reviews: 477

Comments

Deborah G

"Very helpful for working with my budgeting process"

Christine W

"Well done!"

Lowell C - Tallahassee, Florida

"Good Job - enjoyed the session!"

Pandora O - Clinton Township, Michigan

"I liked the quotes and practical application. Please offer more topics from this presenter with focus on implementing this topic."

Melanie R

"Jay was great!"

Lee F - Ann Arbor, Michigan

"John's real stories were great and really helped make the point in real life experiences."

Kathy D - Portland, Michigan

"This course was better than I thought it would be. John provided some very enlightening ways of looking at budgeting and has added some books I'd like to read to my wish list. I will definitely try to find other course taught by John Levy!"

Suzanne K - Farmington Hills, Michigan

"Excellent Seminar, excellent speaker and excellent questions. Enjoyed the examples, quotes and very applicable in many scenarios. Thank you "

Noël W

"Joe did a great job!"

Terrie R

"Another great speaker with interesting and applicable stories-which makes it easier to remember key points"