In Person-Live
*DATE CHANGE* CFO Series: Skills for 2024 and Beyond
Friday, July 12, 2024 | 8:00 am - 4:00 pm
Embassy Suites by Hilton Grand Rapids Downtown Grand Rapids, MI
Course # 155652 | by The Knowledge Institute
Members SAVE $0
Speakers: Brian Maturi
Time: 8:00 am - 4:00 pm
Total Credits: 8.0
Earn Up To: 2.0 AA, 6.0 OT credits
Level: Intermediate
Vendor: The Knowledge Institute

What you will learn

This four-topic event focuses on newer skills to help you and your organization become more effective by selecting the appropriate metrics, getting the most value for an organization, the hidden value of ‘mistakes’ and why and how diversity is a reality in today’s organizations.


The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.

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

Register early to take advantage of the best price! Please note, discounted pricing is already reflected in the online price. No promo code is needed.
Through June 14: $309 MICPA Members / $459 Non-Members 
June 15 - June 28: $329 MICPA Members / $479 Non-Members 
June 29 - July 12: $349 MICPA Members / $499 Non-Members

At least six (6) months of professional financial statement analysis experience. Best suited for those who have experience developing and communicating metrics and KPIs.

Advanced Preparation:

Diversity, Equity, and Inclusion (DEI) Done Right – Lessons from Change Agents

Why is Diversity, Equity, and Inclusion (DEI) so important for businesses? What is the business case for DEI? What are the economic benefits of DEI activities? What are the ethical considerations for DEI? What can business executives do to encourage Diversity? What can executives do to ensure inclusion of diverse employees, shareholders, customers, and other stakeholders? DEI is not a fad. In 2022, more than half of the Fortune 500 published DEI metrics. Do not be left behind.

Topics Discussed:

  • Business case for DEI activities
  • Ethical considerations of DEI
  • Economic benefits of DEI
  • Definition and clarification of Diversity, Equity, and Inclusion
  • Examples of effective DEI initiatives

Objectives: To understand the benefits of DEI initiatives and discuss proven, effective techniques to realize those benefits.

Accomplishments Follow Failures: Success Through Experimentation

Every success is the result of numerous experiments that failed. Every scientific advance was preceded by failures. To be direct, failures lead to success. Every failure is temporary, merely an opportunity to improve. Why are failures feared? Successful organizations continuously experiment, e.g., QVC, so they can learn and stay ahead of the competition. Recall the maxim – if you keep doing what you have always done, then you always get what you always got. We will demonstrate the advantages of embracing experiments as a method to improve the organization and fuel growth.

Topics Discussed:

  • Why are failures required for success?
  • Why are failures so feared?
  • What are some of the more common reasons for failures?
  • Why the poor leaders believe that failure is failure
  • What does ‘fire bullets then cannonballs’ mean?
  • How you and your organization should embrace experiments

Objectives: To understand the immense value of experiments that may not initially be successful and to learn from successful organizations that have embraced experimentation.

Getting the Most When Selling a Business: Little Details to Get Top Value

Every business will be sold eventually. When you have built a great business and decide to move on – you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers, and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time.

Topics Discussed:

  • What do buyers really want?
  • Steps to take so your business will be attractive to buyers
  • The process to prepare for a sale
    • The steps and timing
  • Pitfalls to avoid
  • The value of a strong advisory team
  • Key considerations

Objectives: Identifying the key considerations when preparing to exit the business to achieve optimal sales price. Understanding some of the key issues to consider when preparing to sell a business.

Measure What Matters: Identify the ‘Right’ KPIs and Metrics

With all the data available today in our organization, industry, economy, and globally, how do we identify what to measure and how? Each organization has their own needs. Often, we focus on the same old metrics. Metrics from other industries may be applicable to your industry that we never thought of. Metrics are not only for managers; they are for employees at all levels. Effective dashboards help achieve organizational goals and objectives. We have too much data and this seminar will show you how to turn data into useful information.

Topics Discussed:

  • Identify and describe metrics from many industries
  • Tailor measures to fit your industry and organization
  • Find the right metrics to achieve your strategic goals
  • Describe the why and what to measure
  • Establish an understandable dashboard
  • Determine high-level and detailed KPIs
  • How to assist management to make informed decisions

Objectives: Determine the nontraditional metrics and modify them to fit your organization's specific business needs for more actionable, informed business decisions.

Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, accountants, Board members, advisors, and consultants. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs and professionals who are interested in additional metrics to better inform key management decisions within the organization.

  • Accounting
  • Business Management & Organization
  • Finance
  • Brian Maturi
MICPA delivers the highest quality education experience. If you are not satisfied with your course, call us at 1.855.594.4273. We will make it right.