2026 CFO Series: Strategic Finance in an Age of Disruption

The 2026 CFO Series provides a convenient, one-stop solution for CFOs and aspiring CFOs to complete an entire year of CPE with a single decision. This five-course series will equip professionals with the knowledge and tools to navigate today's challenges and effectively lead their organizations. Designed for today’s financial leaders, the program is led by subject matter experts in an interactive, executive-level, colleague-to-colleague environment featuring case studies, group discussions, and team exercises. Participants explore decision-making in an irrational, non-linear world where uncertainty never disappears, applying advanced financial analysis, selecting the right tools, and evaluating diversification strategies that balance risk and growth. The series examines how to lead in the digital age by embracing AI as a practical advantage in accounting and finance, while strengthening operational performance through audit survival skills, meaningful internal controls, and enhanced cash flow clarity. CFOs also develop indispensable leadership capabilities, including raising capital, maximizing customer profitability, accounting for people as a strategic asset, and activating and executing strategy. The program concludes with essential cost containment strategies focused on improving profitability, building high-performing teams, and storytelling financial results with clarity and impact—equipping financial leaders to drive performance, resilience, and long-term value.

Save $200 when you register for all five programs in the series.

NOTE: To complete your order, please select all the dates below to confirm your registration.

The pass is non-refundable, there are no substitutions and it cannot be transferred to another person.

 


$1,295.00 - Member Price
$2,045.00 - Nonmember Price

Events included in this bundle:

Click on an event title below to view the details of the event.

August 10, 20268:30 AM-4:30 PM EDTCFO Series: Decision-Making in An Irrational World
What can we do when the world changes constantly This four-topic presentation spotlights various methods to enhance decision-making in a dynamic, ever-changing environment, focusing on proven and new risk reduction techniques. We also take an in-depth look at the practices that work and the ones that do not. The focus is straightforward: understanding risk and getting the most return from risk reduction with verified approaches to increase profitability, since our mission is to increase the value of the organization.

Highlights

  • Acute uncertainty will Never go away: can we prevent our plans from failing?
  • Decision making in a non-linear world: what they did not teach in management Accounting?
  • Advanced financial analysis: choosing the right tools in a world full of randomness
  • Diversification: a risky or risk averse strategy?

Benefits

  • Understand that uncertainty is normal and what we can do about it.
  • Understand that precision is not the same as accuracy.
  • Understand why and how our current decision-making process is flawed?
  • Learn methods to navigate complexity and better plan for change.
  • Learn the proper, effective way to diversify to reduce hazards?

Designed For

Managers who want to improve their financial analysis skills, develop a thoughtful approach towards risk and a method to optimize a practical strategy towards managing risk; corporate financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs, and professionals interested in financial analysis, managing risk and understanding the value of planning.

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September 16, 20268:30 AM-4:30 PM EDTCFO Series: AI in the Digital World
This presentation focuses on four perspectives on how technology has changed our profession and life. Are you and your organization using AI? Are you using AI effectively? What happens when a teammate posts something offensive on social media? We must stay abreast of and be aware of the myriad uses, perils, ethics, and advantages of AI. What are the numerous considerations? The spotlight is to always enhance our skills and help our organization improve. Technology is always moving forward, just as we should. Otherwise, we risk being left behind. Join us to learn best practices.

Highlights

  • Living in the world of AI: how AI has changed ethics
  • Accounting in the age of AI: what every leader must know about using AI
  • AI is not the enemy: practical tools to harness technology
  • Beyond likes and shares: can social media really work at work?

Benefits

  • Identify common ethical risks related to AI adoption, including bias, misinformation, and lack of transparency.
  • Evaluate AI tools, the reality versus the hype.
  • Understand the need for a coherent social media policy.

Designed For

CFOs, aspiring CFOs, finance executives, managers, board members, controllers, CPAs, accountants, advisors, and consultants) who want to stay ahead of the curve. Whether you work in public practice or industry, if you’re ready to harness AI responsibly, strengthen strategy, and elevate your impact, this session will give you the insights and tools you need.

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Live Webcast
October 7, 20268:30 AM-4:30 PM EDTCFO Series: Driving Efficiency
It’s the little things that matter. We are so busy that we sometimes fail to do the fundamental duties as well as we should. How can we get more out of every audit, reduce the pressure, and streamline the process? What lessons can we learn from diabolical and brazen fraud activities? We need to re-examine our internal controls so they will be effective today and will scale to remain effective in the future. Even the Statement of Cash Flows can be made much more effective – we will show you how. These ‘little things’ can and do have an outsized impact. We will review today’s best practices. We can all learn from the mistakes made by others so we will be even more efficient.

Highlights

  • Audit survival toolkit - tactics to reduce stress and get through audits with confidence
  • Internal controls that matter - protection with simple, smart, and scalable practices
  • Cash flow clarity - effectively communicate cash flows to drive better decisions
  • Amazing crazy fraud cases – fraud so wild it shouldn’t be real

Benefits

  • Identify audit objectives and how to support them during engagements
  • Define the role and purpose of internal controls in financial and operational settings.
  • Understand how and why most cash flow statements are misunderstood.
  • Identify common red flags and warning signs of financial fraud.

Designed For

Corporate financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs, anyone interested in internal controls, process improvement, and professionals who are interested in streamlining workflows, realizing cost savings, increasing efficiencies and increasing value.

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Live Webcast
October 19, 20268:30 AM-4:30 PM EDTCFO Series: Indispensable Skills
Whether you are a seasoned executive or a young staff professional, you are involved with tasks that can make or break the organization. Raising financing is the single most important duty of leadership, especially for those in finance. We will show you how to raise capital efficiently, detailing a proven process. Strategy is vital, but most organizations do a poor job of implementing their strategy. A great strategy that was poorly implemented is pointless. Are we getting the most out of our talent? Do we really understand which clients are valuable and which are not? Are we retaining our top talent and getting the most from their contributions? There is a right way and a wrong way. These skills are invaluable and indispensable. Please join us to enhance your vital skills!

Highlights

  • Raising capital: how to execute the leaders’ most crucial responsibility
  • Accounting for people: workforce trends and talent to add value
  • Rethinking your customers to maximize profitability: identifying the right clients
  • Activate and execute your strategy: turn planning into results

Benefits

  • Understand many methods to potentially finance the organization.
  • Identify the challenges in valuing and reporting on human capital and reviewing potential solutions to build a great workforce.
  • Recognize and understand different types of customers, including internal stakeholders.
  • Understand how and why most strategic plans fail. Understand and discuss multiple possible solutions to execute a sound strategy.

Designed For

Corporate financial leaders, 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 raising capital, improving profitability, cutting costs and those seeking to enhance their ability to manage strategy and the direction of the organization.

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Live Webcast
November 5, 20268:30 AM-4:30 PM ESTCFO Series: Essential Cost Containment
We all want to make the organization more profitable, but do we do it the best way? Many simply hack away at costs and then repeat the same unwieldy process every eighteen months. Do our internal and external customers truly understand our numbers? There is a better way to communicate financial information, so they DO understand and take the proper actions. Building an effective team alwaysresults in improved performance, talent retention and reduces costs. We also discuss the ethics of creativity – is creativity good or bad or a mixed bag? We will discuss how, and specifically what, you can do to rein in costs and get the most from what the organization already has and remains ethical.

Highlights

  • Improving profitability the right way: how to cut the right costs
  • Building high performing teams: cohesive teams get results
  • Do creative accountants belong in prison? True or false?
  • Storytelling your financials for impact: narrative beats numbers

Benefits

  • Define the role and purpose of each cost cutting exercise.
  • Enhance cooperation, trust, communication, listening and teamwork.
  • Discuss the relationship between ethics and creativity.
  • Understand the benefits of storytelling in financial communication.

Designed For

Corporate financial leaders, 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 learning more about how to cut costs, make reports understandable and understood, getting the most from the talent, managing creativity and ethics.

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Live Webcast
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