114  |  In Person Training  |  Intermediate  |  Scheduled

Managing Your Resources - CFO Series Day 1

Monday, August 27, 2018 8:30am - 4:00pm

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This first course in the CFO Series focuses on the following modules (details can be found in the course Highlights section below):

  • Doing More with Less
  • Data Analysis and Management
  • Getting the Most from Your Information Systems
  • Staff Retention

The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs to choose an entire year's worth of CPE with a single decision. The CFO Series consists of a year's worth of CPE including 20, two-hour topics presented by different speakers spread over four months. Obtain all 40 credits you need by signing up for just one series. Each day features a different subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach. Each day can stand on its own, but you can save if you purchase more than one!

Buy Two or More and Save! Register for more than one course in the CFO Series and get 15% off of your order. Just add two or more of the CFO Series courses to your cart and enter the code CFO2018 when checking out. Other CFO Series courses that qualify for the discount include:

  • Managing Your Resourses
  • Performance, Practice and Prevention
  • Honing Your Management Style
  • Budgets and Projections
  • Technical Competence


  • Learn to do more with less.
  • Improve your organization's bottom line.
  • Learn how your information systems can make your job go smoothly.
  • Discuss how to attract and keep the best people.


Designed For

CPAs and business professionals who are, or desire to be, chief financial officers. The course will focus discussions on medium-sized organizations.


  • Doing More with Less - Do you have too much to do and not enough time to do it? Running efficient accounting and finance functions requires that you get the simple things right. This session covers issues that you may not have thought about that can deeply affect your financial department's operations.
  • Data Analysis and Management - Studying financial results can tell us what business activities need improvement, but often leaves little insight into how to improve. To improve our organization's bottom line, we must learn ways to increase revenue or decrease cost. This comes from gaining new insights about customers, products and processes. Learn more about how to gather and interpret non-financial data.
  • Getting the Most from Your Information Systems - Are your information systems working for you, or are you working for your information systems? Your information systems can make your job go smoothly or make your life miserable. In which world would you rather work? This session provides insights into selecting, installing and using information systems. Even if new software is not in your future, this session will give you insights into improving your current systems, making them far easier to use.
  • Staff Retention: Attract and Keep the Best People - Does it seem like you spend far too much time recruiting? Do your people leave just as they become productive? If you think your turnover is because Millennials are different from earlier generations, you probably are not looking at the real source of your problem. Learn the changes you should make now!

Your Price: $390.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price excludes the early-bird discount. Early-bird registration ended August 6, 2018.

Members log in and save $100.00 on this event. Not a member? join today.

You can optionally select to receive printed materials in addition to electronic materials.


John L. Daly

John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development. He has taught continuing professional education courses since 1995. Earlier in his career, John was Chief Financial Officer for a Tier 1 automotive parts supplier, CFO for a large restaurant chain and COO for a window treatments manufacturer and retailing chain. He is the author of Pricing for Profitability, published by Wiley & Sons, Inc.

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