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Only Financial Officer 3.0: More Skills for Smaller Company Financial Managers

Friday, November 8
 8:30am - 4:30pm

(Check-In 8:25am)

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8.00 Credits

Member Price $274.00

Price will increase by $35 after 11/1

Non-Member Price $399.00

Price will increase by $35 after 11/1

Overview

The title “Chief Financial Officer” is not an accurate description for what many financial managers do because the word “chief” implies the company has more than one degreed accountant. This seminar covers four major topics of importance to the financial manager who must do it all. We have designed Only Financial Officer 3.0 to give financial managers in small to medium-sized companies the high-level skills needed to act as a member of top management.

Highlights

Managing People

  • Learn to inspire your people
  • Create a collaborative environment
  • Develop your team's skills
  • MS Word Advanced Features
  • Use feedback features to become a better writer
  • Make your documents look more professional
  • Learn time-saving tips
  • Pricing for Profitability
  • Where organizations make pricing mistakes
  • Why pricing must involve finance
  • How finance can save the bottom line
  • Negotiating with Your Banker
  • Be your bank's best customer
  • Understand your bargaining position
  • Negotiate your covenants effectively
  • Designed For

    For people who are the only degreed accountant in small to medium-sized companies

    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

    Preparation

    Bring a calculator

    Notice

    By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

    Leader(s):

    Leader Bios

    Don Minges, The Knowledge Institute

    Don is a fractional CFO who has worked in diverse industries at various development stages. He has experience in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has been able to raise equity for several growing firms and has invested equity capital into promising businesses. He has served on the Board of Directors for many firms. He graduated with highest honors from the Fuqua School of Business at Duke.

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    Non-Member Price $399.00

    Member Price $274.00