CFO Series: Be the Best


The CFO Series

The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision.Each day consists of a 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 with case studies, group discussions, and team exercises.

Each topic and each day stands on its own.If you are not sure about making a multi-day commitment, sign up for just a single day.We think you will come back for more!

This CFO Series Day

This four-topic event focuses on skills that will help you and your organization become the best that you can be.


Advanced Negotiating Skills:Beyond Getting to Yes

2 Business Management & Organization credits

Anytime someone says, "I want," "I need," or "Will you," you are in a negotiation.

For decades, the negotiation techniques described in "Getting to Yes" by Fisher and Ury of the Harvard Negotiations Project were the world's standard negotiation methods.These techniques involved collaborative methods for discovering how to make the "pie" bigger and then split it.

More recent research on human psychology has revealed new methods that will allow you to do even better.Sometimes, you can't settle for getting half of what you want.Sometimes you have to have it all.This session explores negotiating's human side, to give you powerful people skills that will let you get more.

Objective:Understand how human psychology techniques can improve your negotiating skills.

Driving Performance with EOS

2 Business Management Organization credits

Periodically a management consulting firm will package existing best practices in a new, organized way that grabs the business world's attention.The Entrepreneurial Operating System or EOS is a method of organizing a company's human energy in a disciplined, structured way.This session will discuss the six components of entrepreneurial operating systems and how some organizations are using them to drive better performance.

Objective:Understand what Entrepreneurial Operating Systems (EOS) are and how they can drive your organization’s performance.

Risk Management in a Post-COVID World

2 Auditing credits

With each new crisis, surviving organizations revise their risk management plans, often modeling situations which look like the one just past.Whatever crisis troubles your organization next, it is not likely to be another pandemic, but may resemble some other crisis from the distant past.

Research shows that top performing organizations do no better than their mediocre-performing peers at predicting the next crisis.However, because they do a better job at planning for something, they are better prepared when something else happens because they have the most important pieces of the solution in place.

Get your organization, and your family, prepared for the next crisis that may affect you!

Objective:Understand the risk management lessons of the COVID-19 epidemic.

Corporate Ethics: Cases for the Real World

2 Regulatory Ethics credits

Anyone who has ever attended a lecture-format ethics seminar knows there is a better way.This session provides an opportunity for lively group discussion of real world, ethical dilemmas.

Corporate Ethics examines five cases drawn from real-life business conflicts involving corporate financial managers.

Objective:Understand how to apply ethical standards to real world situations.

Designed For

This series is for people who are, or aspire to be, chief financial officers.We target the discussions to people in medium-sized organizations.


Bob Mims

Bob Mims, CPA, is a financial consultant and VP Finance for promising enterprises. For 20 years, Robert has worked with numerous startup ventures and nonprofits in the roles of Strategic Planning, Business Modeling, Controller and CFO. His focus is understanding the fundamentals of profitability. Robert worked ten years as a Big Four Senior Assurance Manager, earning National Instructor of the Year on three occasions. Robert has served on FASB Advisory committees and is based in Memphis, TN.