In Person-Live
CFO Series: Fine Tune Your Finances
Friday, April 14, 2023 | 8:00 am - 4:00 pm
Embassy Suites by Hilton Grand Rapids Downtown Grand Rapids, MI
Course # 142072 | by The Knowledge Institute
Members SAVE $0
Speakers: Tracy Cooper
Time: 8:00 am - 4:00 pm
Total Credits: 8.0
Earn Up To: 2.0 ET, 6.0 OT credits
Level: Intermediate
Vendor: The Knowledge Institute

What you will learn

  • We believe that we have “squeezed every penny we can,” and optimized performance, but have we? This event will review some overlooked tactics to increase profitability and improve cash management.
  • Learn ways to better manage your cash and how to improve your organization’s profitability.


The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose an entire year of CPE with a single decision. Each day consists of a subject expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.

Register early to take advantage of the best price! Please note, discounted pricing is already reflected in the online price. No promo code is needed.
Through March 17: $309 MICPA Members/ $459 Non-Members
March 18 - March 31: $329 MICPA Members/ $479 Non-Members
April 1 - April 14: $349 MICPA Members/ $499 Non-Members

Some management experience is helpful.

Advanced Preparation:

    Cash Management: Strategies for Long Term Success

    Businesses depend on adequate capital and cash flow. While someone else may handle day-to-day cash management procedures, the CFO must take the lead in strategic cash management decisions. When a company goes into a growth mode, boards often replace those who can't manage cash strategically. This session will help you to function at the highest level. We will review strategies on how to plan for your cash needs appropriately. Cash does not manage itself!

    Objective: Learn strategies for long term success with cash management.

    Cash Management: Day to Day Best Practices

    You may not currently manage cash, but cash management skills are likely to affect your future advancement. Poor liquidity can kill organizations or strong liquidity can enable growth. Your skill in managing cash can make you indispensable. This session will discuss cash flow as it relates to receivables, payables, debt, equity, profitability, growth and risk. Participants will work through different cash flow cases to understand situations they may encounter in their career.

    Objective: Understand the issues involved with effectively managing cash.

    Profit Improvement: Ten Tips for a Better Bottom Line

    When a company experiences poor financial performance, the financial person is often the first to go. Whether times are good or bad, asking the tough questions and making sure the organization is efficient and stays efficient are part of the financial manager’s job. Proactive efforts by financial management can prevent the need to “catch up.” This session provides 10 techniques for improving your company’s bottom line.

    Objective: Discover ten ways to improve your organization’s bottom line.

    Ethical Leadership: Power, Influence Integrity & Trust

    Trustworthy leadership in the workplace is a business advantage, but trusted leaders are not necessarily trustworthy leaders. We will review where ethics and trust should always intersect and specific behaviors that are building blocks to create and authentically apply trust. How can we wield influence without formal authority? What are the different types of power and how power can be used or abused? Ethics and trust require one another, you must have both. If you believe that ethics and trust truly matter, please join us to learn more.

    Objective: Analyze and apply ethical leadership principles related to power and influence in the workplace

    This series is for people who are, or aspire to be, chief financial officers. We target the discussions to people in medium-sized organizations.

    • Business Management & Organization
    • Finance
    • Tracy Cooper
    MICPA delivers the highest quality education experience. If you are not satisfied with your course, call us at 1.855.594.4273. We will make it right.