CFO Series - October 2026 Webinar Bundle

Each bundle includes four 2-credit sessions, 8-credits total

$249.00 - Member Price
$399.00 - Nonmember Price

Events included in this bundle:

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

October 2, 2026	11:00 AM-1:00 PM EDT	CFO Series: Acute Uncertainty Won't Go Away = More Failures? "Man plans, God laughs." Perfection is fantasy, we must accept uncertainty. Most of our plans are useless and outdated within weeks after we think they are 'finished'. Welcome to today's world, e.g., the pandemic, great recession, supply chain issues, tax changes, tariffs and countless other changes that come from nowhere. What do we do? Do we stop planning? No! Instead we need to change what we do because the 'old' methods have failed countless times. We must change our way of thinking in a world where change is normal and a better way to plan. Some risks can be quantified, but most cannot. Some hazards are measurable, most are not. We will discuss multiple tactics to minimize (as best as practical) threats and gambles so we can feel better about our decisions. We can do a better at planning and dealing with uncertainties, but it is impossible to be perfect. Join us to learn how can we better deal with an ever-changing environment. There are methods to deal with ambiguity and doubt, we will review these approaches to help you plan. Highlights The major topics that will be covered in this course include: How and why ambiguity is good, and how certainty can be harmful How the past blinds us to the real future The difference between risk and uncertainty Managing measurable risk and unmeasurable risk We need to ask what could happen, not what will happen Why have our current planning approaches failed? What can we do to improve? The need to analyze decisions from multiple perspectives; why we must ‘think twice’? Probabilities are not necessarily predictive. How statistics can be misused and misunderstood, thus increasing risk Not everything can be anticipated, e.g., the success of Google We must focus on our goal Our plans must be flexible! Benefits After attending this presentation, you will be able to... Indicate strategies to manage uncertainty. Distinguish between precision and accuracy. Develop strategies to deal with unpredictable events. Designed For 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 realizing more value from the organization. View Full Event Details	Live Webcast
October 9, 2026	11:00 AM-1:00 PM EDT	CFO Series: Internal Controls That Matter: Smart Practices Internal controls don't have to be complicated, but they must be effective and intentional. In many organizations, especially small to mid-sized ones, internal controls are informal or incomplete, exposing teams to unnecessary risk. This discussion helps finance and accounting professionals understand what internal controls really are, why they matter, and how to build systems that actually work without overwhelming your people or processes. We'll discuss how to design, implement, and monitor core controls across financial reporting, operations, and compliance, using real-world examples that scale to fit your organization. Whether you're starting from scratch or tightening what's already there, this seminar will help you put the right checks and balances in place to protect your resources, your people, and your reputation. Highlights The major topics that will be covered in this course include: What internal controls are and what they are not Why even small organizations need controls COSO and the five core components of a sound internal control system Common control failures and real-world consequences Examples of scalable financial, operational, and compliance controls How to tailor controls to your organization’s size and risk profile Embedding internal controls into daily operations How to monitor, evaluate, and adapt controls over time Benefits After attending this presentation, you will be able to... Assess internal controls in financial and operational settings. Identify five core components of a strong control framework. Evaluate risks in smaller organizations and design right-sized controls Implement internal controls using practical, scalable steps. Monitor internal control effectiveness and adjust them. Designed For 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 realizing more value from the organization. View Full Event Details	Live Webcast
October 16, 2026	11:00 AM-1:00 PM EDT	CFO Series: Identify the 'Good' Clients to Improve Margins Some customers are unprofitable from an economic or time perspective, but many organizations do not know the difference. When an organization has a unique, well-differentiated service or product, understanding value from the customer's perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what is valuable from the customer's point of view. What is value? Why do brand, value, and customer focus matter? Developing a deep understanding of our customers is vital. Our most important customer might be someone we haven't yet recognized. Understanding both external clients and internal stakeholders, including the evolving role of the finance department, is critical to long-term success. Highlights The major topics that will be covered in this course include: Who is our customer? How to segment your customers Identifying and understanding your most valuable customers What is solution-based planning for customer value? Recognizing internal customers (e.g., departments served by finance) Exploring profitability differences between customers with similar revenue Creating and sustaining a customer value pyramid Benefits After attending this presentation, you will be able to... Recognize different types of customers, including internal stakeholders. Build brand value Retain your best, most valuable customers over the long term. Designed For 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 realizing more value from the organization. View Full Event Details	Live Webcast
October 23, 2026	11:00 AM-1:00 PM EDT	CFO Series: Decision Making in Our Non-linear World We live in a non-linear world that is neither predictable nor stable. Sometimes we may feel that we may just as well 'throw the dice' since making decisions seem like playing an unpredictable game. What we need are better tactics and tools to improve our decision-making process. All decisions are about the future, and the future is uncertain. In this seminar we will examine the decision-making process itself to find better ways of managing an uncertain future. We will examine the fundamental concepts that we learned in management accounting and will challenge some of the conventional wisdom and correct some common misconceptions. Highlights The major topics that will be covered in this course include: Better plans require more planning; what do we need to change in our decision process? How to use the OODA loop and other decision models? New lessons from the Judgement of Solomon Why the best performing organizations always plan for the unexpected (multiple scenarios always) Experiments always lead to success. Tools to deal with randomness, including the Scientific Method, re-framing, and periodic reality checks. Choosing the right, relevant costs? The sunk cost fallacy reexamined Opportunity costs Relevant costs for responsibility accounting Product or process continuance or discontinuance Fixed costs vs avoidable costs. Short run and long run Decision dynamics; how can today’s right decision turn sour tomorrow? Unintended consequences Selling surplus capacity How statistics can be misused and misunderstood – thus increasing risk Real options increase certainty by making us more flexible All risk is subjective, but we futilely attempt to quantify the unquantifiable Benefits After attending this presentation, you will be able to... Assess your current decision-making process. Recall better plans and approaches to minimize uncertainty Designed For 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 realizing more value from the organization. View Full Event Details	Live Webcast

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