Take advantage of this all-in-one workshop for CPAs working in private industry. Top instructors will share leadership secrets that CFOs and financial accountants can take advantage of. Choose from 3 sets of breakout sessions focusing on personal growth, internal audits, cost of capital, compliance and financial statements. Close the day with a discussion on lessons learned from 3 business veterans.
DESIGNED FOR
Middle and upper level corporate financial professionals
HIGHLIGHTS
Agenda
7:30-8 a.m.
Registration and Continental Breakfast
8-8:50 a.m.
8 Attributes of Successful People (MT)
Don Minges, MBA - The Numbers Guy CFO, LLC
What makes people successful?  What do they do differently?  The answer is - a lot.
Successful people have a plan that we all can follow.  This session will review the steps 
and actions successful people take and how we all can become more successful!  
If you want to succeed and hate to fail, this session is for you. 
8:50–9 a.m.
Break
9–10:40 a.m.
Concurrent Sessions. Please Choose one:
1A. Making Internal Audit an Asset for the CFO (AA)
Charles Silvey, CPA - Executive Education, Inc.
Sarbanes Oxley (SOX) created a specific deliverable for Internal Audit causing many CFO’s 
to underutilize this important resource by not focusing on the other areas where Internal 
Audit can improve controls and productivity and reduce cost and risk. In this session 
veteran Chief Audit Executive Charles Silvey will discuss often overlooked opportunities 
for internal audit to add value.
1B. Dream Wide Awake:  Overcoming What Limits You in Life! (MT)
Sherré L. DeMao, CGS - BizGrowth, Inc.
With more than 30 years working with entrepreneurs and their employees, Sherré has been 
able to identify five wishful thinking mindsets and six fearful thinking mindsets that 
hold individuals back from reaching their goals and achieving their desired level of 
success in life and at work. 
Based on her nationally acclaimed book, Me, Myself & Inc., DREAM WIDE AWAKE will help you 
shift your thinking from can’t imagine to can-do, inspiring and motivating audience you 
to take action and shift from daydreaming to dream doing!
10:40–10:50 a.m.
Break
10:50 a.m.–12:30 p.m.
Concurrent Sessions. Please Choose one: 
2A. 4 Critical Factors to Create Sustainable Growth (MT)
Sherré L. DeMao, CGS - BizGrowth, Inc.
The world changes rapidly.  If your business strategy is not built on this premise, you are 
already falling behind.  Intelligence, emotional acumen, agility, and profitability are all 
critical to growth, and essential amidst constant change.
Based on validated research and best practices, this session will introduce you to a 
Sustainable Growth Model™ to enhance your organization's ability to grow organically 
through four critical success factors:  1) Intelligence Quotient (IQ);  2) Emotional 
Quotient (EQ);  3) Velocity Quotient (VQ);  and  4) Profitability Quotient (PQ).  
When all four quotients operate at high levels, you are in the best possible position 
for sustainable, value-building growth. 
2B. Cost of Capital:  What is it and How to Use it (CS)
Don Minges, MBA - The Numbers Guy CFO, LLC
Every business needs capital, and capital has a cost.  Debt and equity providers demand a 
return and the combination is the organization’s cost of capital.  This session discusses 
how to calculate the cost of capital, how to use it to make superior business decisions 
every day and some common ways organizations misuse this number. 
 
12:30–1:20 p.m.
Lunch
1:20–3 p.m.
Concurrent Sessions. Please Choose one: 
3A. Balance Sheet Management:  The Least Understood Risk (AA)
Don Minges, MBA - The Numbers Guy CFO, LLC
Most companies manage their income statement, but many organizations virtually ignore 
the balance sheet until balance sheet problems create seemingly insurmountable problems.  
This session discusses how to analyze and manage your financial statements more 
holistically allowing you to identify and correct balance sheet issues early.  
The session will also examine several crucial ideas you can incorporate into your 
analyses to enhance performance and reduce risk.  Every organization needs these skills! 
3B. Foreign Corrupt Practices Act:  Practical Compliance (AA)
Charles Silvey, CPA - Executive Education, Inc.
Since 1977 the Foreign Corrupt Practices Act (FCPA) has haunted United States Corporations.  
With the SEC and DOJ handing out fines and sanctions against companies, it is a bad idea 
to be on the wrong side of this law as the penalties and impact to business as usual will 
be severely disrupted.  This session will help you understand how this law actually affects 
doing business overseas. The two main provisions involve accounting transparency bribing 
foreign officials. Understand the practical steps you need to take to prevent a conflict 
with the new FCPA Corporate Enforcement policy. Veteran Chief Audit Executive Charles 
Silvey will provide you perspective and practical guidance to reduce your company’s risk.
3–3:10 p.m.
Break
3:10–4 p.m.
Lessons Learned from 3 Business Veterans (MT)
Sherré L. DeMao, CGS - BizGrowth, Inc.
Don Minges, MBA - The Numbers Guy CFO, LLC
Charles Silvey, CPA - Executive Education, Inc.
The conference’s closing session will be a panel discussion where the three conference 
speakers share lessons learned from their decades-long careers.
 
            
                
                
                8:00 AM to 8:50 AM
General Session: 8 Attributes of Successful PeopleWhat 
makes people successful? What do they do differently? The answer is - a lot. 
Successful people have a plan that we all can follow. This session will review 
the steps and actions successful people take and how we all can become more 
successful! If you want to succeed and hate to fail, this session is for 
you. 
Credits
- 1.00 Credits of Category MT
9:00 AM to 10:40 AM
1A. Making Internal Audit an Asset for the CFO (AA)Sarbanes 
Oxley (SOX) created a specific deliverable for Internal Audit causing many CFO’s 
to underutilize this important resource by not focusing on the other areas where 
Internal Audit can improve controls and productivity and reduce cost and risk. 
In this session veteran Chief Audit Executive Charles Silvey will discuss often 
overlooked opportunities for internal audit to add 
value.
Credits
- 2.00 Credits of Category AA
9:00 AM to 10:40 AM
1B. Dream Wide Awake: Overcoming What Limits You in Life! (MT)With 
more than 30 years working with entrepreneurs and their employees, Sherré has 
been able to identify five wishful thinking mindsets and six fearful thinking 
mindsets that hold individuals back from reaching their goals and achieving 
their desired level of success in life and at work. 
Based on her 
nationally acclaimed book, Me, Myself & Inc., DREAM WIDE AWAKE will help you 
shift your thinking from can’t imagine to can-do, inspiring and motivating 
audience you to take action and shift from daydreaming to dream 
doing!
Credits
- 2.00 Credits of Category MT
10:50 AM to 12:30 PM
2A. 4 Critical Factors to Create Sustainable Growth (MT)The 
world changes rapidly. If your business strategy is not built on this premise, 
you are already falling behind. Intelligence, emotional acumen, agility, and 
profitability are all critical to growth, and essential amidst constant 
change.
Based on validated research and best practices, this session will 
introduce you to a Sustainable Growth Model™ to enhance your organization's 
ability to grow organically through four critical success factors: 1) 
Intelligence Quotient (IQ); 2) Emotional Quotient (EQ); 3) Velocity Quotient 
(VQ); and 4) Profitability Quotient (PQ). When all four quotients operate at 
high levels, you are in the best possible position for sustainable, 
value-building growth. 
Credits
- 2.00 Credits of Category MT
10:50 AM to 12:30 PM
2B. Cost of Capital: What is it and How to Use it (CS)Every 
business needs capital, and capital has a cost. Debt and equity providers demand 
a return and the combination is the organization’s cost of capital. This session 
discusses how to calculate the cost of capital, how to use it to make superior 
business decisions every day and some common ways organizations misuse this 
number. 
 
Who 
should understand your organization’s Cost of Capital?  You do!  Even if you are not yet the CFO, you 
need to thoroughly understand the Cost of Capital and its use.  Knowing the Cost of Capital allows 
managers to literally “Get 
the biggest bang for the buck.”  
If 
you want to enhance your corporate finance skills, this session is for 
you. 
Credits
- 2.00 Credits of Category CS
1:20 PM to 3:00 PM
3A. Balance Sheet Management: The Least Understood Risk (AA)Most 
companies manage their income statement, but many organizations virtually ignore 
the balance sheet until balance sheet problems create seemingly insurmountable 
problems. This session discusses how to analyze and manage your financial 
statements more holistically allowing you to identify and correct balance sheet 
issues early. The session will also examine several crucial ideas you can 
incorporate into your analyses to enhance performance and reduce risk. Every 
organization needs these skills! 
Credits
- 2.00 Credits of Category AA
1:20 PM to 3:00 PM
3B. Foreign Corrupt Practices Act: Practical Compliance (AA)Since 
1977 the Foreign Corrupt Practices Act (FCPA) has haunted United States 
Corporations. With the SEC and DOJ handing out fines and sanctions against 
companies, it is a bad idea to be on the wrong side of this law as the penalties 
and impact to business as usual will be severely disrupted. This session will 
help you understand how this law actually effects doing business overseas. The 
two main provisions involve accounting transparency bribing foreign officials. 
Understand the practical steps you need to take to prevent a conflict with the 
new FCPA Corporate Enforcement policy. Veteran Chief Audit Executive Charles 
Silvey will provide you perspective and practical guidance to reduce your 
company’s risk. 
Credits
- 2.00 Credits of Category AA
3:10 PM to 4:00 PM
General Session: Lessons Learned from 3 Business Veterans (MT)The 
conference’s closing session will be a panel discussion where the three 
conference speakers share lessons learned from their decades-long 
careers.
Credits
- 1.00 Credits of Category MT