The latest COVID-19 Related Relief & Resources VIEW NOW

Livestream: CFO Series- Become More Effective

← Return to The CPE Catalog
Thursday, May 20, 2021 @ 8:30am 4:30pm
Add to Calendar


This series is for people who are, or aspire to be, chief financial officers. We target the discussions to people in medium-sized organizations. Experience preparing or reviewing accounting processes and reports. Experience working with internal clients or external clients and business leaders. Bring a laptop.

• Learn to think more critically
• Understand how to network more effectively
• Gain insights into how to manage compensation and bonus plans more effectively
• Learn some of MS Word’s advanced features  

The 4 Topics Discussed

Critical Thinking for Financial Professionals
2 Business Management & Organization credits

What were they thinking?  Why do business leaders sometimes make horrible decisions that severely damage themselves and their organizations?  It is tempting to assume that a poor choice must be due to a leader’s incompetence, inexperience, bad character, or low intelligence – but such easily attributed factors generally aren’t the true cause when leaders blunder.  In such situations, many turn to finance and accounting professionals for evaluation, answers, remedies, and solutions for improved future decision-making.

Effective Networking: Take Control of Your Career
2 Business Management & Organization credits

It is not who you know, but who knows you.  You land jobs, win clients, make sales and get promotions based on your visibility within your company, industry and business community.  According to several studies, 70-75% of all new jobs are found through networking.  Despite knowing that we should network, the prospect of talking to other people in a room full of total strangers or making new phone contacts may terrify us.
The unknowns scare us most of all.  This session will help you find the courage to network by preparing you for that phone contact or networking event.  We will talk about what to say, how to say it and most importantly, why you will do your most effective networking when you listen a lot more than you talk.  The skills from this session can put you on the path to networking like an expert.

The CFO’s Role in Compensation and Bonus Plans
2 Business Management & Organization credits

For many organizations, compensation is the single most important cost category.  This session will discuss why the CFO must involve themselves with compensation and benefit plan design and administration.  This session will pay particular attention to bonus plans, covering plan design, administration and common plan features currently in use today.  

MS Word: Advanced Features
2 Computer Software & Applications credits

Financial professionals are often Excel experts but are unaware of MS Word tools that can save time and make their written communications considerably more professional looking and easier to read.  This session covers tools you have probably never used and others you may not be using correctly.  Your whole department could use this course! 

Cases and Group Discussion

The CFO Series provides extensive case study analysis and many opportunities for group discussion.

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


Category Amount
General 8.00

Course Materials

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.


Bob Mims

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.