CFO Series: Strategy and Critical Thinking

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SCT  |  In Person Training  |  Intermediate  |  Scheduled

Special Notes

  • IMPORTANT: ISCPA CPE course manuals are now all paperless. No printed copies will be distributed onsite. eMaterials will be available to download 5-7 days prior to the course in the My CPE Tracker section of the ISCPA website. Learn more here.


The CFO Series features high-quality education presented by financial management veterans in an interactive, executive level approach.


  • Management


Management experience helpful.

Designed For

CPAs, CFOs, controllers and auditors.


The business world is constantly changing, which means CFOs need to think differently to be successful. Enhance your forward-thinking skills and bring more value to your organization.


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

Your Price: $375.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after September 24, 2019.

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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.

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