October 19, 2026


Live Webcast


NASBA 8
NYSED 8

CFO Series: Indispensable Skills

October 19, 2026
Live Webcast
NASBA 8
NYSED 8

CFO Series: Indispensable Skills

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    Instructor

    Brian
    Maturi

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Learning Objectives

  • Understand many methods to potentially finance the organization.
  • Identify the challenges in valuing and reporting on human capital and reviewing potential solutions to build a great workforce.
  • Recognize and understand different types of customers, including internal stakeholders.
  • Understand how and why most strategic plans fail. Understand and discuss multiple possible solutions to execute a sound strategy.

Major Topics

  • Raising capital: how to execute the leaders’ most crucial responsibility
  • Accounting for people: workforce trends and talent to add value
  • Rethinking your customers to maximize profitability: identifying the right clients
  • Activate and execute your strategy: turn planning into results

CPE Credits Available

NASBA 8
NYSED 8
2
Accounting (NASBA) - NASBA
2
Accounting (NYSED) - NYSED
4
Advisory Services (NYSED) - NYSED
2
Auditing (NASBA) - NASBA
2
Auditing (NYSED) - NYSED
4
Management Services (NASBA) - NASBA

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 and professionals who are interested in raising capital, improving profitability, cutting costs and those seeking to enhance their ability to manage strategy and the direction of the organization.

Provider

The KnowledgeInstitute

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