Webinar

CFO Series: April 2026 Webinar Bundle

This series includes four 2-hour consecutive Friday sessions, airing live beginning April 3, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course. You receive significant savings when purchasing these webinars as a bundle.

The CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to attend multiple webinars of CPE with a single decision. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.

Major subjects

• Week 1: Build Your Team: Create a Cohesive Team and Get Results | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Don Minges | Date: Friday, April 3, 10:00 am | Description: Teamwork is the ultimate competitive advantage, both because it is so powerful and so rare. Why do some teams produce and win, while others fail? What do great team leaders do that make their team a success? Whether you run the executive staff of a multinational company, a small department within a large organization, or even if you are a team member in a small team that needs improvement, we will share proven techniques to enhance teamwork.
• Week 2: Diversification: A Risky or Risk Averse Strategy? | CPE: 2 | Field of Study: Auditing | Discussion Leader: Brian Maturi & Don Minges | Date: Friday, April 10, 10:00 am | Description: Most organizations misuse diversification and the blunders have been staggering. What lessons can we learn? How can diversification be implemented to achieve the intended goals? One key is to use a holistic approach, which we will elaborate and explain. Only then will diversification be advantageous. Leaders, the Board, auditors and team members must be aware of the myriad issues of diversification.
• Week 3: Storytelling Your Financials for Impact | CPE: 2 | Field of Study: Accounting 1.0 and BMO 1.0 | Discussion Leader: Bob Mims | Date: Friday, April 17, 10:00 am | Description: Using real-world examples, we'll demonstrate how to frame financial results within a broader business story, drawing insights and communicating tangible meaning - instead of just displaying boring numbers. Learn how to shift from "presenting financials" to telling a story that aligns with strategic goals, inspires confidence, and drives action. This session equips attendees with the tools to turn financial statements into strategic storytelling assets. Our clients do not recall numbers, but they do remember stories.
• Week 4: Internal Controls That Matter: Smart Practices | CPE: 2 | Field of Study: Auditing | Discussion Leader: Robert Berry | Date: Friday, April 24, 10:00 am | Description:We'll discuss how to design, implement, and monitor core controls across financial reporting, operations, and compliance, using real-world examples that scale to fit your organization. Whether you're starting from scratch or tightening what's already there, this seminar will help you put the right checks and balances in place to protect your resources, your people, and your reputation.

Learning objectives

• Week 1 - Assess the symptoms of poor teamwork, improve teamwork, and utilize proven techniques to enhance cooperation, trust, communication, listening and teamwork
• Week 2 - Assess diversification strategies, recall how risk can be posed to diverse portfolios, and recall the proper, effective way to diversify to reduce hazards
• Week 3 - Assess the benefits of storytelling in financial communication, recall the elements of telling a story and relating them in a compelling financial narrative, and apply these techniques to enhance board and executive presentations
• Week 4 - Assess internal controls in financial and operational settings, identify five core components of a strong control framework, and evaluate risks in smaller organizations and design right-sized controls

Who should take this program?

• People who are, or aspire to be, chief financial officers.

Pricing

Standard Member Fee	$249.00
Standard Nonmember Fee	$249.00

Related programs

March 12, 2026 | Employees Today and Tomorrow: The ROI on Your People | Webinar

March 16, 2026 | Surgent's Understanding Non-Compete Agreements | Webinar

March 16, 2026 | Profitability Pricing: Boost Your Bottom Line | Webinar

March 16, 2026 | Top Employment Tools to Protect Your Business and Recommend to Business Clients | Webinar

March 17, 2026 | Surgent's The Accounting Leaders' Survival Guide: Strategies for Managing Organizational Change | Webinar

Related products

Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization | Self-Study (On-Demand)

Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization | Self-Study (Downloadable PDF)

Surgent's CFOs as Leaders of Organizational Change: Driving Innovation and Navigating Economic Uncertainties -- Panel Discussion | Self-Study (On-Demand)

Surgent's Current Developments and Best Practices for Today's CFOs and Controllers | Self-Study (Downloadable PDF)

Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers | Self-Study (On-Demand)