[Executive Education, Inc. - Seminars for Corporate Financial Managers & Management Advisory Services]

Full-Day Seminar

Only Financial Officer

Skills for Smaller Company Financial Managers

The title “Chief Financial Officer” is not an accurate description of what many financial managers do because the word “chief” implies that the company has more than one. This seminar covers four major topics that are important to the financial manager who must do it all.

We have designed Only Financial Officer to give financial managers in small to medium-sized companies the high-level skills needed to act as a member of top management.

Topics Discussed Include:

Participant Feedback

Wonderful class — very relevant.
— Bloomington, IN

Resolving Ethical Conflicts

  • Apply accepted standards
  • Discuss tough issues and keeping your job
  • Know what to do when talking fails

Doing More with Less

  • Design efficient financial processes
  • Renew your most important resource
  • Create an environment of continuous improvement

Strategic Cost Management

  • Understand your key processes
  • Identify inefficient processes
  • Understand product costs

Protecting Your Company from Fraud

  • Implement controls in a small company
  • Understand why inventory shrinkage may actually be a symptom of cash skimming

Cases and Group Discussion

This seminar includes group discussion of five cases.

Additional Information

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

Level of Knowledge: Intermediate

CPE Credits: 8 hours group live

Traditional Area of Study:
      2 hrs - Ethics
      4 hrs - Management
      2 hrs - Accounting

NASBA Area of Study:
      2 hrs - Behavioral Ethics
      4 hrs - Bus. Management
      2 hrs - Accounting

Prerequisite: None

Adv. Prep: Bring a calculator

Author: John L. Daly

Acronym: OFO

Scheduling: This seminar works well with most of our other seminars to make a 2-day or 3-day series.