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Your First 100 Days as CFO 1.5 Credits

Your First 100 Days as CFO 1.5 Credits

  • Blair Cook

    CPA (US)
  • Rating

    4.5
  • Reviewed on

    January, 2024
  • Subject Area

    Management Services

Learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To describe the competencies of the modern CFO.
  • Assess the maturity level of the finance function during your first 100 days.
  • To identify team building principles to maximize alignment and commitment of your staff.
  • Use a competency map approach to devising a staffing and develop plan for the finance function.
  • To develop a strategic plan for developing and improving the finance function.
  • To describe change management principles and an approach for undertaking a major organizational initiative.

Course Overview

Craft the company’s story!

Stepping into the CFO role requires a transition from being a truth-teller in the organization to becoming a storyteller.

In this online continuing education course, we are going to look at getting started in a new CFO role. Whether this is your first appointment as CFO or perhaps you are transitioning to a new CFO role at another organization, we will look at different approaches for your first 100 days. We begin with a profile of the modern CFO, that is, what you need to bring to the organization. From there, we will look at team building principles and using proven tools to help you assess the existing finance function against best practices.  We will use a strategic approach to developing an overarching mission and value statement for finance to bring context to specific action plans.  We will look at structuring the finance function within the organization context to optimize and balance responsiveness to stakeholders with the need for control.  Finally, we will look at change management principles to help you initiate your first major project.

As the role of the CFO becomes more complex and accountability for driving value to the organization increases, it’s critical for new CFOs to manage a range of early responsibilities effectively to make their mark.

This online CPE course is designed to help either those of you aspiring for the senior most financial leadership role in your organization or those of you who have already attained it, but want validation of your approach. In some organizations this senior management role is described as the Chief Financial Officer, though in others it may also fall to a controller or another such title. Regardless of the positional label, this role embodies similar traits, skills, and leadership qualities.

Key topics covered in this online CPE webinar:

  • Business partnership and relationship management
  • Span of control and resource allocation
  • Develop the finance vision
  • Finance team skill assessment and development


Click to access more webinars on Free CPE Webinar | Excel Courses | Free Ethics Webinars

Are you a Certified Management Accountant (CMA) looking to earn CPE credits? Look no further than MY-CPE online CMA Continuing Education courses. Our courses are designed to help you enhance your skills and knowledge while earning valuable CPE credits to maintain your certification. With a wide range of topics covered and expert-led content, MY-CPE provides a convenient and flexible learning experience tailored to your needs. Stay ahead in your field and advance your career. Join us today and take the next step in your professional development journey. 

  • 1.5 CPE Credit of Management Services for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Management Services for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Practice Management (Management Advisory Services) for CPA in Canada
  • 1.5 CPE Credit of Management Services for Certified Fraud Examiner (CFE)
  • 1.5 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 1.5 CPE Credit of Business Mgmnt and Org for Chartered Global Management Accountants (CGMA)
  • 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountant - ICAEW
  • 1.5 CPE Credit of Management Services for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 CPE Credit of Management Services for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPE Credit of Management Services for Delaware Licensed Public Accountant (DE-LPA)
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland

Additional Information

Credits

1.5

Course Level

Intermediate

Instructional Method

QAS Self Study
Group Internet Based

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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 submitted to the National Registry of CPE Sponsors.

About Instructor

Blair is a many-time and active financial executive, corporate director, author, speaker, and thought leader.  His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canada’s podcast series “CPA Success Podcast.” He works with real businesses experimenting with theories and best practices to share his experiences and stories with others of what works, what doesn’t, and what was learned.  He is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.


On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.5

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GRGI

George Robert Grant Ingles, CA - ICAEW

The presenter was very engaging and the content was both interesting and very informative.

SM

Shawn Mosqueda, CFE

So much information packed in a small time frame. Great information!

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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