In Person-Live
Annual CFO Forum: 4 Select Topics
Friday, June 20, 2025 | 8:00 am - 4:00 pm
MSU James B. Henry Center For Executive Development Lansing, MI
Course # 177610 | by The Knowledge Institute
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Speakers: Tracy Cooper
Time: 8:00 am - 4:00 pm
Total Credits: 8.0
Earn Up To: 4.0 AA, 2.0 ET, 2.0 OT credits
Level: Intermediate
Vendor: The Knowledge Institute

What you will learn

  • Understand how to look at the requirements of the modern-day CFO differently and how to be an effective leader in your organization.
  • Evaluate ethical dilemmas using established frameworks. Apply ethical decision-making models to real-world scenarios. Analyze consequences and stakeholders' perspectives in ethical conflicts. Demonstrate effective communication in resolving ethical challenges. Develop a personal ethical code to guide professional conduct.
  • To have a better understanding of the various external and internal risks present today and expected tomorrow - and to understand methods to mitigate risk
  • To better understand how identifying and defining environmental, social, and governmental efforts within an organization and measuring and reporting on those efforts will make their organizations more efficient and profitable.

Description

This days consists of four select topics and provides at least 5 group exercises and opportunities for group discussion.

PRICING DETAILS
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 May 23: $310 MICPA Members / $460 Non-Members
May 24 - June 6: $330 MICPA Members / $480 Non-Members
June 7 - June 20: $350 MICPA Members / $500 Non-Members

Prerequisites:
Participants should have at least six months of industry or public experience and a thorough knowledge of financial accounting principles and practices. Management experience will be helpful.

Advanced Preparation:
None

Ready to be an Effective CFO? Skills to Succeed

With all the buzz about the additional responsibilities of CFOs today, what are the essential skillsets for success? How do you excel when you are spread so thin? Becoming the multi-skilled CFO companies are looking for requires you to balance traditional responsibilities with new demands. How do you utilize your key relationships and your team to fill the gaps and make sure nothing slips through? To be effective requires a shift in the way financial leaders think and approach their day - rather than a never-ending chase after new skillsets. Thinking differently about how to accomplish the broad spectrum of CFO responsibilities is a key lesson in your essential lifelong learning. We will review many tactics to help you become even more effective.

Topics Discussed

  • Utilizing your team – your whole team 
    • Your company, your experts – your resources
  • Maintaining relationships with key external parties that can be your secret weapon 
    • Building key connections– who, how, and when?
  • Making critical decisions timely 
    • Translating data analytics into what matters 
    • Knowing when to delegate
  • Gaining knowledge efficiently 
    • Deciphering what to learn 
    • Determining the questions to ask
  • Becoming the Chief Value Officer 
    • Communicating what drives value 
    •  Understanding risk

Ethical Dilemmas: Navigating Blurred Lines: Ethical Decisions Making Made Easy

 Ethics is always complicated. Enhancing your ethical decision-making skills is vital when dealing with omnipresent pressures in today's world. This seminar discusses a clear and easy-to-follow framework for navigating complex ethical dilemmas. You will gain the confidence to make sound ethical decisions in various professional settings using a practical and straightforward approach to ethics. Maintain your integrity and maintain your license. Ethics is not something to merely satisfy requirements. Ethics is who we are, what we stand for and why we are valuable.

Topics Discussed

  • Understanding ethics and moral principles
  • Identifying ethical dilemmas
  • Analyzing consequences and the impact on stakeholders
  • Applying ethical decision-making models - Effectively using the Code of Professional Conduct
  • Managing ethical conflicts and resolutions

Understanding and Mitigating External and Internal Risks: How?

Risk is everywhere, but which risks matter? In the dynamic landscape of modern business, the role of a Chief Financial Officer (CFO) extends far beyond financial management. It encompasses navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, the organization will be exposed to avoidable and onerous risk. This course is essential for leaders and organizations that want to survive and thrive.

Topics Discussed

  • Defining risk as it impacts organizations
  • Understanding external and internal risks
    • Examples of these risks
    • How do we identify and assess?
    • What can be done about the risks?
  • eveloping a risk mitigation strategy and plan
  • Monitoring and mitigating risk

Measuring and Reporting - ESG and Sustainability

ESG broadly covers many of the non-financial issues every organization faces. The use of ESG as a term however conjures images to many of tree-huggers protecting rare species at the expense of jobs and growth, requirements that well-qualified candidates are not hired or passed over for promotion because they do not meet “diversity standards” and that companies are constrained by restrictive laws and regulations from conducting their business. ESG is not about limiting growth or profitability. It is about measuring non-financial information and using that information to make companies more efficient and more profitable. ESG is not a fad that will go away but a method of viewing our organizations so that they can be better and more profitable.

Topics Discussed

  • Defining sustainability
  • Environmental risks and opportunities: How your organization deals with natural resources
  • Social risks and opportunities: How your organization deals with people
  • Governance risks and Opportunities: How your organization deals with laws, regulations, and controls
  • Defining and measuring environmental, social and governance metrics (ESG)
  • Reporting on ESG metrics and your organization’s efforts

People who are, or aspire to be, CFOs

  • Accounting
  • Auditing
  • Management Services
  • Regulatory Ethics
  • Tracy Cooper
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.