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CFO Series: Skills for 2023 and Beyond (in collaboration with FICPA)


This four-topic event focuses on newer skills to help you and your organization become more effective by selecting the appropriate metrics, getting the most value for an organization, the hidden value of ‘mistakes’ and why and how diversity is a reality in today’s organizations.

Presenter: Bob Mims, CPA, is currently serving as a CFO and Chief People Officer for a startup venture. A three-time national instructor of the year for KPMG, Bob has also authored multiple courses for Fortune 500 brands in leadership, strategy, and accounting. He served terms on two advisory councils for FASB and currently chairs the Environmental Roundtable. Bob lives in Memphis, TN with his wife and large family with multiple pets.

Diversity, Equity, and Inclusion (DEI) Done Right – Lessons from Change Agents
Why is Diversity, Equity, and Inclusion (DEI) so important for businesses? What is the business case for DEI? What are the economic benefits of DEI activities? What are the ethical considerations for DEI? What can business executives do to encourage Diversity? What can executives do to ensure inclusion of diverse employees, shareholders, customers, and other stakeholders? DEI is not a fad. In 2022, more than half of the Fortune 500 published DEI metrics. Do not be left behind.

Accomplishments Follow Failures: Success Through Experimentation
Every success is the result of numerous experiments that failed. Every scientific advance was preceded by failures. To be direct, failures lead to success. Every failure is temporary, merely an opportunity to improve. Why are failures feared? Successful organizations continuously experiment, e.g., QVC, so they can learn and stay ahead of the competition. Recall the maxim – if you keep doing what you have always done, then you always get what you always got. We will demonstrate the advantages of embracing experiments as a method to improve the organization and fuel growth.

Getting the Most When Selling a Business: Little Details to Get Top Value
Every business will be sold eventually. When you have built a great business and decide to move on – you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers, and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time.

Measure What Matters: Identify the ‘Right’ KPIs and Metrics
With all the data available today in our organization, industry, economy, and globally, how do we identify what to measure and how? Each organization has their own needs. Often, we focus on the same old metrics. Metrics from other industries may be applicable to your industry that we never thought of. Metrics are not only for managers; they are for employees at all levels. Effective dashboards help achieve organizational goals and objectives. We have too much data and this seminar will show you how to turn data into useful information.

Learning Objectives

To understand the benefits of DEI initiatives and discuss proven, effective techniques to realize those benefits.   To understand the immense value of experiments that may not initially be successful and to learn from successful organizations that have embraced experimentation.  Identifying the key considerations when preparing to exit the business to achieve optimal sales price. Understanding some of the key issues to consider when preparing to sell a business.  Determine the nontraditional metrics and modify them to fit your organization’s specific business needs for more actionable, informed business decisions.

Major Topics

Diversity, Equity, and Inclusion (DEI) Done Right – Lessons from Change Agents
• Business case for DEI activities
• Ethical considerations of DEI
• Economic benefits of DEI
• Definition and clarification of Diversity, Equity, and Inclusion
• Examples of effective DEI initiatives

Accomplishments Follow Failures: Success Through Experimentation
• Why are failures required for success?
• Why are failures so feared?
• What are some of the more common reasons for failures?
• Why the poor leaders believe that failure is failure
• What does ‘fire bullets then cannonballs’ mean?
• How you and your organization should embrace experiments

Getting the Most When Selling a Business: Little Details to Get Top Value
• What do buyers really want?
• Steps to take so your business will be attractive to buyers
• The process to prepare for a sale – the steps and timing
• Pitfalls to avoid
• The value of a strong advisory team
• Key considerations

Measure What Matters: Identify the ‘Right’ KPIs and Metrics

• Identify and describe metrics from many industries
• Tailor measures to fit your industry and organization
• Find the right metrics to achieve your strategic goals
• Describe the why and what to measure
• Establish an understandable dashboard
• Determine high-level and detailed KPIs
• How to assist management to make informed decisions

Maryland Association of CPAs
Course Level
Professional Area of Focus
CPE Field of Study
Advanced Preparation


Live Online – via FICPA On24 Link
Event Information
Apr 19, 2023
8:30 am - 4:00 pm EDT
Live Online – via FICPA On24 Link
Total CPE Credits
Live Webcast


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CFO Series: Skills for 2023 and Beyond (in collaboration with FICPA)

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