2019 CFO Series

More Courses

CFO  |  In Person Training  |  Intermediate  |  Scheduled


ISCPA has partnered with Executive Education to provide a convenient way for CFOs to choose 24 hours of CPE with a single decision. Attend all 3 sessions and save $75!

Session 1: April 22 | 2019 Technology Trends Update | Live webcast available
Session 2: October 14 | Financial Leadership
Session 3: October 15 | Strategy and Critical Thinking Skills

Can't commit to all three sessions? No problem! Each day stands on its own so you can sign up for just a single day. Register for individual sessions HERE.


  • Business Management & Organization
  • Ethics
  • Management
  • Technology

Designed For

CPAs, CFOs, controllers and auditors.

Your Price: $1050.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $300.00 on this event. Not a member? join today.


April 22, 2019

Select One and Only One
8:00am - 4:00pm (Central Time)

Same description as IN PERSON attendance - see below. Attendance is via live webcast from the convenience of your home or office computer.

Note: Only the April 22 session has the live webcast option. The two other sessions included in the series are offered as in-person attendance only.

8:00am - 4:00pm (Central Time)

Speaker: Bryan Smith, CPA.CITP, CISA

  • Technology Update: Obtain a comprehensive update of various technology trends and innovations impacting you, your organization and the accounting profession. Topics covered will include artificial intelligence, data analytics, business intelligence, cloud accounting software, IoT (Internet of Things) and more.
  • Blockchain Technology-What Every CFO Should Know: One of the most talked about new technologies that has the potential to significantly disrupt the accounting industry is Blockchain. This discussion will provide a practical and easy to understand explanation of Blockchain and the potential applications in accounting and finance.
  • Leverage Big Data and Data Analytics to Make Better Decisions: For CPAs, the ability to unleash the power of big data and data analytics provides an unprecedented opportunity to enhance your market value. Data analytics tools are getting easier to use and more powerful. CPAs are in a prime position to be the go-to professional to help businesses use data analytics to make better business decisions. Learn about data analytics tools to consider and how big data can provide powerful information. 
  • MS Office 365–Applications Lighting Round: At last count, there were over 20 unique applications available in the Office 365 bundle. These range from the traditional Office desktop applications such as Excel, PowerPoint, Word, etc., to a whole new generation of cloud-based applications such as OneDrive, SharePoint, Yammer, Delve and more. These newer cloud-based applications will help you transform to a digital business model. This discussion will provide a high-level review of all the core Office 365 cloud applications, so you can assess the strategic potential for your organization.

October 14, 2019

8:00am - 4:00pm (Central Time)

Speaker: John Levy, MBA, CPA

Topics include:

  • Tell Me a Story: Become a Memorable Speaker: Everyone enjoys a good story. Stories create mental pictures, stimulate critical thinking and provide concrete examples of theoretical concepts. Learn to become a memorable speaker who can move, motivate and lead others through the craft of storytelling. Don’t just simply relay your financial results. Discover how to mesmerize your company’s audiences in a way that makes it easy for them to come away motivated for action that can improve their bottom-line. Remember, if the audience didn’t get the message, you probably delivered it in an unmemorable way! Boost your business communication effectiveness through the medium of storytelling.
  • Heartfelt Leadership: How Ethical Leaders Build Trusting Organizations: Leaders provide the culture, environment, values and incentives that foster and encourage change. Most importantly, great leaders create environments of trust that allow employees to challenge, innovate and work as teams. In a rapidly changing world, heartfelt leaders build great organizations.  Understand the qualities of a great leader and find out how you can become a great and heartfelt leader no matter your title or place in an organization.
  • 8 Attributes of Successful People: What makes someone successful? What do they do differently? The answer is - a lot.  Successful people have a plan that we all can follow. This session will review the steps and actions successful people take and how we all can become more successful! If you want to succeed and hate to fail, this session is for you.
  • Accounting Reimagined: The Future of the Profession: In a world of too much constantly changing information, the challenge for financial professionals is how to provide the right amount of information at the right time and in the right way. How can we create truly innovative finance departments? Learn a few simple steps you can take now to create a 21st century finance department, which will add true value to your company.
  • Case study analysis

2 hours of ethics CPE credit is included

October 15, 2019

8:00am - 4:00pm (Central Time)

Speaker: John Levy, MBA, CPA

Topics include:

  • Driving Corporate Performance: Create a Competitive Advantage: Boards are increasingly looking to CFOs to participate, if not drive, corporate strategy development. Most financial professionals can identify a strategy that provides a competitive advantage when they see one, but don’t know how to look for it. This discussion will lead you through the strategy development process and then show you how to turn your organization’s plans into reality.
  • Accounting Fast and Slow: Thinking About Analysis: Do we really understand why we, and our companies, make the decisions we do? We may believe that we make decisions only after acquiring all the facts, carefully considering all the alternatives and logically choosing the best option. However, Nobel prize-winner in Economics Daniel Kahneman and his long-time collaborator Amos Tversky have proven in numerous experiments and studies that we make most decisions by intuition and not analysis. Examine Kahneman and Tversky’s groundbreaking work and its implications on us, our companies and the accounting profession.
  • Avoid Failure: Succeed Through Experimentation: Business literature often tells the stories of epic blunders, people who have attempted great achievements, yet failed spectacularly in the attempt. Study after study has shown that great successes rarely occur as the result of a giant leap, but rather from disciplined experimentation that builds on a foundation of learning and discovery. Learn the path to continuous achievement through experimentation.
  • Aligning Budgets to Strategy: The Key to Profitability: In most organizations, strategic planning and budgeting are separate processes, making them out of alignment from their inception. Explore a practical “real world” planning approach that aligns spending to long-term strategy, creates a culture of accountability and responsibility, and might actually be fun when everyone gets on board. The result will create a model for your organization’s future growth and profitability.
  • Case study analysis


Bryan L. Smith

Show Bio

Bryan serves as a trusted adviser to CPAs on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing.

John F. Levy

Show Bio

John F. Levy is the CEO of Board Advisory, a firm that assists public companies, or companies aspiring to be public, with corporate governance, compliance, financial reporting and financial strategies. He has nine years’ experience with three large public accounting firms and served as CFO of both public and private companies. John currently sits on the boards of three public companies and three nonprofits, serving as chair of one company and audit committee chair of another. He graduated from the University of Pennsylvania’s Wharton School of Business.

Register for this course