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Monday, August 14, 2023 Live Webcast

CFO Series: Planning for the Long Term (E2308063)

8:30 AM - 4:30 PM EDT

Registration: 8:30 AM EDT



4 CPE Credits in AA
4 CPE Credits in MT


Focus on the skills that will help you and your organization enhance your planning skills, improve innovation and optimize decision making.


Financial leaders, regardless of title, who are, or aspire to be, chief financial officers. Discussions are targeted to people in midsize organizations.


  • Go beyond the abstract discussion of strategy and focus on identifying attackable market segments and aligning the organization for success.
  • Understand the weaknesses of GAAP as a financial performance measure and propose alternative approaches.
  • Understand why innovation is vital to long term success and understand your key role in creating an innovative organization.
  • Determine the needs of those who use financial reports and focus on better metrics that your users can understand and use to make informed business decisions.


Strategy and Implementation, Foundations for Success

This seminar will focus on developing an effective strategy and more importantly on effectively implementing the strategy so that everyone in the organization, from top to bottom, is aligned and working towards its overall success.
  • Effective strategies to compete in today’s world: cost leadership, differentiation, finding niches
  • Effective market segmentation
  • Market positioning and targeting
  • Aligning the organization
  • Managing risk
Best Practices EVA/RCE: Metrics to Gauge Real Performance

How much profit is enough? Answering this question requires an understanding of the true risk involved and what the market requires of investments of similar risk. Learn why GAAP accounting measures can lead you astray when trying to evaluate the true economic performance of an enterprise. The measurement of economic costs and revenues requires the inclusion of opportunity costs that GAAP does not measure. The seminar looks at how this required return is established and provides hands-on guidance on two state-of-the-art techniques for measuring true economic profit.
  • Why EPS, ROS, ROA, and ROCE fail
  • Going beyond the weighted average cost of capital (WACC) to its fundamental principles.
  • The importance of asset utilization
  • Economic value added as a performance measure
  • Latest developments in EVA; EVA margin, EVA Momentum and Residual Cash Earnings
Innovation for Continued Success: Sustaining the Organization

Disruptive innovation has ended many businesses and led others to take their place. Learn why previously successful companies failed to innovate.
  • Consequences of failing to innovate
  • What do innovative companies have in common?
  • Four types of innovation
  • Clayton Christensen’s view of innovation
  • How does accounting impact innovation?
  • Strategies for successful innovation
  • Structuring an organization to create and benefit from innovation
Accounting for Lean and Agile: Staying in Step with Lean Operations

The plodding accounting conventions of yesterday can inhibit the quickly adapting operations of today. As business processes become faster, scheduling, inventory management, and data collection must change to reflect your organization’s new reality.
  • How ‘lean’ is different from traditional practices
  • Practical application of lean concepts in an accounting department
  • How to see accounting output from the users’ perspective
  • Insights into making your department more efficient
  • Creating a culture of continuous improvement




At least six (6) months of professional financial statement analysis experience, or at least six (6) credit hours of corporate finance classwork at an accredited university.




Anita Layton

Anita Layton, CPA, M.B.A., CMA

Anita Layton, CPA, M.B.A., CMA, is a financial executive based in Charlotte, NC. Her expertise is in leading process improvement initiatives, implementing financial systems, and managing corporate finance. She gained her experience working with an international construction management and development company. Anita received her MBA from the University of North Carolina at Charlotte. She is an adjunct professor for UNC Charlotte.


$289.00 - Member

$439.00 - Nonmember

$0.00 - Pass Holder

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