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Live Webcast Replay

Essential Skills for Financial Leaders Conference


Total Credits: 4 including 3 Business Management & Organization - Non-technical, 1 Finance - Technical

Average Rating:
   38
Category:
ACPEN Industry Institute |  Industry |  Practice Management
Speakers:
John L. Daly, MBA, CPA, CMA, CPIM |  Don Minges, MBA |  Richard A. Karwic, MBA
Course Levels:
Intermediate
Duration:
4 Hours
Product Type:
Live Webcast Replay
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Essential Skills for Financial Leaders Conference The world is changing and you need to keep up to date to advance in your career.  Come gain the insights of three financial veterans who will talk about the essential skills you need for the next 10 years. 

 

Leaders Eat Last

Don Minges, The Knowledge Institute, LLC

Trust is essential, because without trust, there can be no teamwork.  Trust is like oxygen, when it is gone - we suffocate.  This session provides a 15-step action plan to gain commitment from your team members, build trust, hold each person accountable and create results for your organization. 

 

Preparing for a CFO Role

John L. Daly, Executive Education, Inc. 

Many accountants spend their early career trying to develop technical skills, yet a surprising proportion of public company Chief Financial Officers don't even have an accounting degree.  What does it take to become a CFO and be successful once you get there?  Whether you are early or late in your career, this session will provide valuable insights.  Come hear stories of a real world CFO’s successes and failures.

 

Cash Management Essentials

Richard Karwic, The Knowledge Institute, LLC

Are you managing your cash, or is your cash managing you?  Can you effectively project cash position a week, month or year from now?  This seminar demonstrates cash management processes that will lead to productive days and restful nights. 

 

Essential Skills for the Next 10 Years

Presented by:  Don Minges, John L. Daly, & Richard Karwic

Join the day’s speakers for a free form, panel discussion about the skills that financial professionals will need in the next decade. 

 

Basic Course Information

Learning Objectives
  • Understand how effective leaders build trust
  • Know how to best prepare yourself to become a CFO
  • Learn tips that will help you project cash flow weeks, months or years into the future. 
  • Hear three financial veterans discuss the skills that will be necessary for the next 10 years. 

Major Subjects
  • Why building trust is essential
  • How trusting relationships makes us more effective
  • Steps to build trust
  • The surprising backgrounds of CFOs
  • Non-technical skills you need to be a CFO
  • How to improve your skills every day
  • How to gain better control over cash flow
  • Techniques to project sort terms cash flows
  • Techniques for projecting cash beyond the next quarter
  • Recent trends in financial management
  • Insights from the COVID crisis
  • Skills you’ll need for tomorrow

Course Materials

Speaker

John L. Daly, MBA, CPA, CMA, CPIM's Profile

John L. Daly, MBA, CPA, CMA, CPIM Related seminars and products


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 and began doing ethics seminars two weeks before the Enron scandal.  John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer.  He is the author of "Pricing for Profitability", published by Wiley and Sons and a novel, "Tool & Die".


Don Minges, MBA's Profile

Don Minges, MBA Related seminars and products


Don Minges, MBA, is a fractional CFO who works in diverse industries at various development stages.  His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis.  Don has experience raising equity for several growing firms and has invested equity capital into promising businesses.  He has served on the Board of Directors for many firms.  He graduated with highest honors from the Fuqua School of Business at Duke.


Richard A. Karwic, MBA's Profile

Richard A. Karwic, MBA Related seminars and products


Richard A. Karwic, MBA, has served as a management consultant for the most recent 10 years, after serving for 15 years as Chief Financial Officer for several diverse businesses in a wide variety of industries. Mr. Karwic also served as Vice President of Mergers & Acquisitions for a mid-cap investment banking firm. Richard has worked in over 100 businesses, including divisions of Fortune 1,000 companies such as Stanley – Black & Decker, Parker Hannifin, Pfizer, and Linatex Corporation of America, where he also served on the Board of Directors.  Mr. Karwic has been leading seminars since 1999 and has lectured at Western New England College.  Richard’s business practice is based in Wethersfield, CT. 

 


Dates

Tue, Dec 13, 2022 - 01:00pm to 05:04pm CST
Tue, Dec 20, 2022 - 05:00pm to 09:04pm CST
Thu, Dec 29, 2022 - 06:00pm to 10:04pm CST
Fri, Dec 30, 2022 - 10:00am to 02:04pm CST
Mon, Jan 02, 2023 - 08:00am to 12:04pm CST
Sat, Jan 07, 2023 - 08:00am to 12:04pm CST
Wed, Jan 11, 2023 - 08:00am to 12:04pm CST
Fri, Jan 20, 2023 - 08:00am to 12:04pm CST
Fri, Feb 10, 2023 - 08:00am to 12:04pm CST
Fri, Feb 17, 2023 - 08:00am to 12:04pm CST
Fri, Feb 24, 2023 - 08:00am to 12:04pm CST
Sat, Feb 25, 2023 - 08:00am to 12:04pm CST
Fri, Mar 03, 2023 - 08:00am to 12:04pm CST
Thu, Mar 16, 2023 - 08:00am to 12:04pm CDT
Thu, Mar 23, 2023 - 08:00am to 12:04pm CDT
Sat, Mar 25, 2023 - 08:00am to 12:04pm CDT
Fri, Apr 07, 2023 - 08:00am to 12:04pm CDT
Mon, Apr 17, 2023 - 08:00am to 12:04pm CDT
Fri, Apr 21, 2023 - 08:00am to 12:04pm CDT
Sat, Apr 22, 2023 - 08:00am to 12:04pm CDT
Fri, May 05, 2023 - 08:00am to 12:04pm CDT
Fri, May 12, 2023 - 08:00am to 12:04pm CDT
Fri, May 19, 2023 - 08:00am to 12:04pm CDT
Sat, May 20, 2023 - 08:00am to 12:04pm CDT
Fri, Jun 02, 2023 - 08:00am to 12:04pm CDT
Mon, Jun 12, 2023 - 08:00am to 12:04pm CDT
Tue, Jun 20, 2023 - 08:00am to 12:04pm CDT
Sat, Jun 24, 2023 - 08:00am to 12:04pm CDT
Thu, Jul 06, 2023 - 08:00am to 12:04pm CDT
Fri, Jul 21, 2023 - 07:00am to 11:04am CDT
Fri, Jul 28, 2023 - 08:00am to 12:04pm CDT
Sat, Jul 29, 2023 - 08:00am to 12:04pm CDT
Fri, Aug 04, 2023 - 08:00am to 12:04pm CDT
Mon, Aug 14, 2023 - 08:00am to 12:04pm CDT
Tue, Aug 22, 2023 - 08:00am to 12:04pm CDT
Sat, Aug 26, 2023 - 08:00am to 12:04pm CDT
Wed, Sep 06, 2023 - 08:00am to 12:04pm CDT
Thu, Sep 14, 2023 - 08:00am to 12:04pm CDT
Fri, Sep 22, 2023 - 08:00am to 12:04pm CDT
Sat, Sep 30, 2023 - 08:00am to 12:04pm CDT
Mon, Oct 02, 2023 - 08:00am to 12:04pm CDT
Tue, Oct 10, 2023 - 08:00am to 12:04pm CDT
Thu, Oct 19, 2023 - 08:00am to 12:04pm CDT
Sat, Oct 28, 2023 - 08:00am to 12:04pm CDT
Fri, Nov 03, 2023 - 08:00am to 12:04pm CDT
Fri, Nov 10, 2023 - 08:00am to 12:04pm CST
Sat, Nov 18, 2023 - 08:00am to 12:04pm CST
Wed, Nov 22, 2023 - 08:00am to 12:04pm CST
Fri, Dec 01, 2023 - 08:00am to 12:04pm CST
Mon, Dec 11, 2023 - 08:00am to 12:04pm CST
Wed, Dec 20, 2023 - 08:00am to 12:04pm CST
Sat, Dec 30, 2023 - 08:00am to 12:04pm CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Course Developer Don Minges, John L. Daly, Richard Karwic
Designed For All Financial Leaders
Yellow Book No
Original Recording Date 12/18/2020
Date Added to Catalog 10/09/2020

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 38

Comments

Roper K

"Nice to hear the forward thinking"

Kevin F

"All 3 presenters were excellent! I got a lot out of this course!"

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