October 7, 2026


Live Webcast


NASBA 8
NYSED 8

CFO Series: Driving Efficiency

October 7, 2026
Live Webcast
NASBA 8
NYSED 8

CFO Series: Driving Efficiency

  • Instructor

    Anita
    Layton

Learning Objectives

  • Identify audit objectives and how to support them during engagements
  • Define the role and purpose of internal controls in financial and operational settings.
  • Understand how and why most cash flow statements are misunderstood.
  • Identify common red flags and warning signs of financial fraud.

Major Topics

  • Audit survival toolkit - tactics to reduce stress and get through audits with confidence
  • Internal controls that matter - protection with simple, smart, and scalable practices
  • Cash flow clarity - effectively communicate cash flows to drive better decisions
  • Amazing crazy fraud cases – fraud so wild it shouldn’t be real

CPE Credits Available

NASBA 8
NYSED 8
4
Accounting (NASBA) - NASBA
4
Accounting (NYSED) - NYSED
4
Auditing (NASBA) - NASBA
4
Auditing (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

At least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients or external clients and business leaders. Prefer some exposure to ethical dilemmas.

Advanced Preparation

None

Intended Audience

Corporate financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs, anyone interested in internal controls, process improvement, and professionals who are interested in streamlining workflows, realizing cost savings, increasing efficiencies and increasing value.

Provider

The KnowledgeInstitute

Register For This Event

  • NYCPA Member

    $ 299 299
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  • NYCPA Non-Member

    $ 449 449
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