BUNDLE: CFO Series - April 2026

After attending this presentation, you will be able to...

Week 1

• Assess the symptoms of poor teamwork.
• Improve teamwork.
• 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.
• 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.
• Evaluate risks in smaller organizations and design right-sized controls.

• The major topics that will be covered in this course include:

  All times listed are Eastern Time Zone

  Week 1: Build Your Team: Create a Cohesive Team and Get Results

  https://webinars.cpacrossings.com/KIDMBYT2 

  CPE: 2

  Field of Study: Business Management & Organization

  Discussion Leader: Don Minges, MBA

  Date: Friday, April 3, 11:00 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?

  https://webinars.cpacrossings.com/KIBMDRR2 

  CPE: 2

  Field of Study: Auditing

  Discussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBA

  Date: Friday, April 10, 11:00 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

  https://webinars.cpacrossings.com/KIRMSYF2 

  CPE: 2

  Field of Study: Accounting 1.0 and BMO 1.0

  Discussion Leader: Bob Mims, CPA

  Date: Friday, April 17, 11:00 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

  https://webinars.cpacrossings.com/KIRBICM2 

  CPE: 2

  Field of Study: Auditing

  Discussion Leader: Robert Berry MBA, CPA, CIA, CISA

  Date: Friday, April 24, 11:00 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.