December 15, 2025


Live Webcast


8 CPE Credits

CFO Series: Leading and Reporting (CFOS5)

December 15, 2025
Live Webcast
8 CPE Credits

CFO Series: Leading and Reporting (CFOS5)

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    Instructor

    Bob
    Mims

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Learning Objectives

  • To gain a deeper appreciation of newer duties and roles of today's leaders, and to learn the skillsets required to succeed.
  • Recognize that some recipients of financial reports may struggle to understand them. How to create clear, effective reports and discuss useful examples.
  • Acknowledge cultural differences within departments and the organization. Identify suitable cultural dynamics and implement change for optimal buy-in.
  • Recognize that lies are a part of human nature. Learn a working process to help uncover the truth.

Major Topics

Better Management Reporting
Many management reports are misunderstood or poorly utilized. If your audiences are missing the message, learn how to capture their attention and deliver actionable insights. Discover “The Trifecta” and five secrets for effective reports and presentations that will resonate with your audience. This seminar will provide valuable insights to help management understand financial reports. Become the hero who delivers clear, informative reports with practical examples of best practices.

Changing Corporate Culture: Understanding Your Culture and How to Improve It
Every organization, team, and family have its own unique culture, and each member has their own perspective. We'll explore different types of culture, what makes them effective, what can weaken them, and how to adapt actions for transformation? You'll learn to change culture without major personnel shifts, reduce resistance to change, and foster a low-fear, high-confidence environment that boosts productivity and lowers turnover. Strong culture attracts top talent. Culture matters.

Recognizing Lies: How to Detect and Prevent
Trust is the foundation of all relationships but lies undermine trust and reduce productivity. Can we recognize deception and protect ourselves from being misled? Learn effective ways to discern lies and discover a proven process to uncover the truth.

Reinventing the Modern CFO: Adapting and Advancing!
The role of today's financial leader extends beyond traditional stewardship to encompass agility, innovation, crisis management, and strategic foresight. This seminar will highlight the essential skills needed to thrive in 2025 and beyond. Effective leaders are innovation champions, technology advocates and change agents. Adaptability is crucial for true leaders. This seminar will equip you with the tools and insights to confidently navigate the evolving demands of financial management.

CPE Credits Available

8 CPE Credits
2
Accounting and Auditing
6
Other

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

 

Intended Audience

Corporate financial leaders, managers, CEOs, CFOs, accountants, board members, and business professionals should focus on improving report creation, change management, detecting misinformation, and acquiring skills essential for a successful CFO in 2035.

Provider

The Knowledge Institute LLC

This event has ended.