Virtual
Only Financial Officer 3.0: Skills for Smaller Company Financial Managers 26-27
Date: Sept. 8, 2026
Time: 8 a.m. – 3:30 p.m. PT
CPE: 8
Overview
The title “Chief Financial Officer” is not an accurate description for what many financial managers do because the word “chief” implies the company has more than one degreed accountant. This seminar covers four major topics of importance to the financial manager who must do it all.
We have designed Only Financial Officer 3.0 to give financial managers in small to medium-sized companies the high-level skills needed to act as a member of top management.
Product Code
1000004921-139123
Credit Type
CPE: 8CPE-Non-Technical: 8Intended Audience
For people who are the only degreed accountant in small to medium sized companies.
NASBA Field of Study
- Business Management & Organization
- Computer Software & Applications
Level of Difficulty
Intermediate
Prerequisites
none
Advance Preparation
Participants should have at least six months of industry or public experience and a thorough knowledge of financial accounting principles and practices. Management experience will be helpful.
Learning Objectives
Major Subjects
- Create a collaborative environment
- Develop your team’s skills
- Use feedback features to become a better writer
- Where organizations make pricing mistakes
- Why pricing must involve finance
- How finance can save the bottom line
- Be your bank’s best customer
- Understand your bargaining position
- Negotiate your covenants effectively
Other Dates
Faculty
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Robert D. Mims
Bob Mims is a consultant and former controller and director of investments at Ducks Unlimited, Inc. and CFO of Wetlands America Trust. He serves on the Environmental Roundtable, the Not-for-Profit Advisory Council, and Financial Accounting Standards Advisory Council to FASB. He previously served 10 years at KPMG as a senior manager in the financial services field. Prior to his parole from public accounting, Mims was the primary recruiter and l...
More about Robert D. MimsAdditional Details
This prerecorded broadcast is provided through our partnership with The Knowledge Institute. Instructor will be available via the chat feature.