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CFO Forum - Advanced Skills Made Easy (CFOF-1)

  • 11/12/2020
  • 8:00 AM - 4:00 PM
  • Online




Executive Education’s CFO Forum seminars provide a convenient, one-stop way for CFOs and those who aspire to be CFOs, to learn about four related topics in a single day.  These forum-style classes feature high-quality presentations and the interactive, executive level colleague-to-colleague approach CFOs have come to expect from Executive Education, Inc. Prepare to perform at an even higher level.


  • Understand how to create projected Balance Sheet and Cash Flow statements
  • Review advanced methods for assigning overhead
  • Learn how to fix a badly organized chart of accounts
  • Learn how to create better PowerPoint presentations

The 4 Topics Discussed

Advanced Planning: Balance Sheet and Cash Flow Projections

2 Accounting credits

Unless you expect your organization to be stable in the short, medium and long term, you need to understand how to create long-term balance sheet and cash flow projections. Growing organizations must know whether they will have the resources to execute their business plan’s goals, objectives, and strategies. Struggling organizations need to know if they will have the cash to survive. This session will increase your organization's ability to see its future and increase the confidence that your CEO, Board and bank have in you.

Advanced Cost Accounting: Assigning Overhead

2 Accounting credits

Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products and too little cost to difficult, low volume "dog" products.  This puts the organization with inferior information at a significant disadvantage against a competitor who has a better cost model.  The secret to having a great cost model is learning how to deal with overhead. 

This session will show you how to assign 16 key categories of overhead.  Whether you work in a wholesale, retail, health care, service or manufacturing business.  Get your costing right and you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself.

Fixing Your Chart of Accounts

2 Accounting credits

A well-organized chart of accounts supports robust responsibility reporting and accountability, and makes it easy to answer, "what if?" questions and helps eliminate data entry errors.  However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data and keeping errors from creeping into financial statements.

Best practices today look little like the examples you may have seen in business school.  If you sense that your general ledger could do far more, this session will show you how to fix your problems.

Avoiding Death by PowerPoint: Create Better Presentations

2 Computer Software & Applications credits

We have all suffered through some awful PowerPoint presentations.  When a speaker has hundreds of slides with hundreds of words on each slide, we wish we could just lie down and take a nap.  This session will help prevent YOU from being that speaker. 

We will show you the characteristics of good and bad presentations, walking you through a process to create a presentation that keeps your audience awake rather than retreating for another cup of strong, black coffee.

Cases and Group Discussion

The CFO Forum provides extensive case study analysis and many opportunities for group discussion.

Designed For: 

This seminar is for people who are, or aspire to be, chief financial officers.  We target the discussions to people in medium-sized organizations.

Instructor: John Daly, MBA, CPA, CMA, CPIM

Developer: Executive Education, Inc.

Area of Study: 6 Accounting, 2 Computer Software & Applications   

Prerequisite: Management experience

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or (877) 637-2727

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