Overview

8.0 Credits
ONLINE

Whether you are a seasoned CFO or a staff professional, we all want to enhance our skills and become more effective. We discuss four improvement methods, including getting the most from the sales function, how CFOs can (and should) deliver much more value, new skills to develop, and how to find the time to do this. We also review the value of sustainability, ESG reporting, and measurement. A newer technique that adds value to our role so we can become even more effective. Each of these four topics will help you truly deliver more value.

Objectives

This presentation focuses on four key roles that every financial leader shares: Staying abreast and aware of the myriad changes in GAAP accounting, the impact on the balance sheet, correctly financing the organization, and properly paying state and local taxes. We must be vigilant and current. Many seasoned executives do not properly analyze the lease-versus-buy decision. GAAP is ever-changing. What are the issues that will impact our balance sheet? The spotlight is to enhance our financial skills and accounting. Accounting is always moving forward, just as we should. Otherwise, we may be left behind.

Major Topics

Deciphering Balance Sheet Accounting Issues

We mostly focus on the income statement, but what about other accounting concerns? This seminar discusses multiple common balance sheet issues, both on the books and off, that have an impact on our stakeholders and the value of the organization. Using practical analysis and case discussions, we highlight several key tools in understanding and communicating the importance of the cornerstone of accounting: The balance sheet. We must understand the real drivers of accounting issues to ensure that the balance sheet will be exemplary.

Lease or Buy, Debt or Equity: The Financing Decision, Theory and Practice

Is there a perfect mix of financing that we should aspire to achieve? What does financial theory tell us we should do? What is the cost of our financing decisions? Should we lease an asset or buy it outright? How do we analyze this decision? How can we survive financial distress? These are all topics that every enterprise faces. In this seminar we will look at theory and practice to help resolve the dilemmas. If you are involved with financing the organization, this seminar is essential.

Dealing with Ever Changing Accounting Standards and Other Demands

GAAP is changing at an increasing rate. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will.

SALT for CFOs: What You Don’t Know and Should Know

The changes to state and local taxation are numerous and profound. What are the major changes to state and local taxes (“SALT”) beyond Wayfair? Be aware of the new, creative methods used to raise taxes. Why does every state need more revenue? How have the rules changed? What information, accounting systems and software could be helpful? Virtually every organization may not be SALT compliant, the risk is real. For leaders who are not tax focused, you at least need to understand the risks of noncompliance and to learn more about minimizing those risks. Avoid penalties!

Prerequisite

Preferably management accounting experience, or at least six (6) months of professional financial statement analysis experience.

Advanced Preparation

Experience preparing or reviewing accounting processes and reports. Experience preparing or reviewing financial performance reports. Experience working with internal clients or external clients and business leaders. Bring a laptop.

Sessions

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Friday, October 10, 2025

General Sessions
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