Seminars for Corporate Financial Managers

2018 Catalog

Seminars for

Corporate Financial Managers

Lively, Informative & Fun!

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New CFO Series & Diversity Training

Dear Friends,

Executive Education's hugely successful CFO Series, is now offered by 16 associations, drawing high ratings and much higher attendance than regular seminars targeted at the business and industry market. Geared for those who are, or aspire to be, CFOs, each year features 20 completely different topics. The CFO Series will have your B&I members coming back year-after-year.

If you have remote members, or are a small association, Executive Education now offers an online Virtual CFO Series in partnership with ACPEN. The Virtual CFO Series features twenty, 100-minute sessions and 7 different speakers on Friday mornings August to December and February to June. Your members can get an entire year's worth of CPE from the convenience of their office.

We are now offering Diversity and Inclusion (D&I) training, which may particularly interest your in-house clients. See this catalog for our all-new seminar Appreciating

Diversity in the Workplace: Respecting the Dignity of All Team Members and Clients. Also see our Conference Catalog for LGBT Employees and Their Families and Generations at Work.

Business Ethics: Cases from the Real World is another all-new offering this year and many seminars, such as Cases in Corporate Ethics have undergone major revisions.

Contact me to schedule - I'm happy to help!

Client Service Manager

E-Mail: Nancy@ Office: 734-475-0600 Mobile: 734-223-6699



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Participant Feedback

How nice! The time flew by. Very useful material ? outstanding instructor. I wish all my CPE could be like this! This was my first Executive Education experience. I'll look for these classes in the future.

Little Rock, AR

This was the best, most interactive, most enjoyable CPE I have attended in a long time.

Manchester, NH

Executive Education consistently delivers courses that provide information and tools I can take back to my work place.

Indianapolis, IN

I really appreciate that you guys provide topics that are on point for industry professionals. Keep it up!!!

Greenville, SC

John is knowledgeable and has a great skill in sharing/presenting his information/thoughts. The class was interesting and I appreciate that it was interactive.

Des Moines, IA

Very informative and presented in an interesting manner.

Providence, RI

Presenter's style and expertise helped attendees stay engaged and he used the time well.

Westborough, MA

The class was great and provided a lot of information and ideas.

Beaverton, OR

Executive Education materials are very well organized and do a great job of highlighting the key topics and relevant info. I will definitely try to schedule more Executive Education classes in the future.

Atlanta, GA



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Table of Contents

Participant Feedback .................................................................. 2

Discussion Leaders ................................................................. 6-9

CFO Series ....................N..e.w..................................................... 10-13

CFO Series Days

Class Code Hrs Pg

SERIES DESCRIPTION Day 1 ? Budgets and Projections Day 2 ? Managing Your Resources Day 3 ? Honing Your Management Style Day 4 ? Reinventing the Finance Role

Day 5 ? Efficient Management

New New

New CFOS

40 10

CFOS1 8 12

CFOS2 8 12

New

CFOS3 8 12

CFOS4 8 13

New

CFOS5

8

13

Seminars ............................................................................... 14-52

Accounting Seminars

4 Most Overlooked Business Risks

Preparing for the Future Better Performance Plans

Get Stronger Results from Your Compensation Plan Cash Management Techniques, Systems & Solutions

Make Your Money Work Harder Corporate Finance Check-up

Renovate Your Analytical Toolbox Create Reports that Matter

Turn Information into Action! Executive Education's Annual CFO Spotlight

4 Select Issues Fraud Alert!

Loss Prevention & Conrol Know Your Cost

Double Your Profit Metrics Management

Choose and Use Key Performance Indicators Predicting the Future

21st Century Budgets and Projections Private Company Accounting

New Directions, New Challenges

Class Code Hrs Pg

MOBR 8 14

BPP

4 17

CMT 4 22

CFC 8 23

CRM 8 24

New ACFOS 8 31

FP

8 33

KYC 8 36

MM 8 37

PTF

8

40

PCA 8 43



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Accounting (cont'd)

Process Improvement for Financial Managers

Enhance Your Bottom Line Risk Analysis and Management

What Every Financial Manager Must Know Shorten Month-End

Closing Best Practices The Strategic CFO:

Big Picture Skills The Tactical CFO

Make Your Business Processes Work for You Valuing a Business

What is This Company Worth?

Communications

Effective Business Writing Cut Your Writing Time in Half and Double Your Impact Presentation Skills for Success Make Your Message Compelling

Ethics

Business Ethics

Cases from the Real World Cases in Corporate Ethics

Discuss Real Life Conflicts Ethical Leadership

Major Revision

Power, Influence, Integrity and Trust Ethics in Action

Protect and Defend Ethics and Sustainability

Profit from Doing Good

Executive Education's Annual CFO Spotlight 4 Current Topics

Heartfelt Leadership

How Ethical Leaders Build Trusting Organizations Risk Analysis and Management

What Every Financial Manager Must Know The 21st Century Director

Ethical and Legal Responsibilities of Board Members

Class Code Hrs Pg

PI

8 44

RAM 8 45

SME

4

46

SCFO 8 48

TCFO 8 49

VAB 4 51

Class Code Hrs Pg

EBW 8 27

PSS

8 41

Class Code Hrs Pg

New

BE

4 20

CCE

4

21

EL

4 28

EIA

4 29

ES

4 30

ACFOS 8 31

HFL

4

34

RAM 8 45 TCD 8 50



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Management

Acquisitions to Grow the Business

Strategy, Structure, Integration and Due Diligence Appreciating Diversity in the Workplace

Respecting the Dignity of All Team Members and Clients Breaking the CF-No Syndrome Becoming a CF-Oh! Build Your Team Get Results Critical Thinking Skills

For Financial Professionals Driving Corporate Performance

The CFO's Role in Developing Competitive Advantage Finance and Innovation Reinvent Your Department and Organization How Good Companies Become Great

Secrets to Success Nonprofit Financial Management Critical Competencies and Emerging Trends Only Financial Officer 3.0

Skills for Smaller Company Financial Managers Pricing for Profitability

Boost Your Bottom Line Staff Retention

Attract and Keep the Best People The Strategic CFO:

Big Picture Skills

The 21st Century Director Ethical and Legal Responsibilities of Board Members

Technology

Only Financial Officer 3.0

Skills for Smaller Company Financial Managers

The Tactical CFO

Make Your Business Processes Work for You

Class Code Hrs Pg

AGB 8 15

New

ADW 8 16

CFOH 8 18

BYT

8

19

CTS

4

25

DCP

8

26

FAI

8 32

GTG

4

35

NPFM 8 38

New

OFO3 8 39

PFP

8

42

SR

4 47

SCFO 8 48

TCD 8 50 Class Code Hrs Pg

New OFO3 8 39

TCFO 8 49

Pricing ........................................................................................ 52

Executive Education, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: . (Sponsor #108546)



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Discussion Leaders

Virgie M. Ammerman, MBA, CPA, CITP, is

Managing Principal Consultant of located in Portage, Michigan and teaches at Spring Arbor University. She has held financial leadership positions in both industry and public accounting. Virgie serves on the Board of Directors for the Michigan Association of CPAs and as the Past Chair of the Business Management and Corporate Leadership Task Force. Virgie is the Past Treasurer of the Portage Community Center Board and Portage Rotary Club.

Robert A. Angell III, MS, CPA, is Senior Lecturer at

Brandeis University, President of Angell Ventures and member of Launchpad Venture Group. An experienced CFO and COO with a public accounting background, Rob held senior executive positions at several high growth public and privately-owned companies. He started his career at Ernst & Young, leaving there as a Senior Manager. A graduate of Brown University, Rob earned his MS in accounting from NYU's Stern School of Business.

Jeanne M. Ballew, MA, is founder and president of

Jeanne M. Ballew Training and Development, a company dedicated to honing employee communication skills. She also owns and operates Edit Prose, a company providing editing and book coaching services to both fiction and nonfiction writers. She has trained over 25,000 people in areas such as business writing, assertive communication, presentation skills, listening skills, meeting facilitation and diversity.

John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea,

Michigan-based management consultant specializing in costing, pricing strategy and pricing model development. He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal. John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer. He is the author of Pricing for Profitability, published by Wiley & Sons.



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