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CFO Series: Advanced Profit Enhancements


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St. Louis and Online

8.00 Credits

Member Price $289.00

Non-Member Price $349.00


*Register for 2 or more of MOCPA's CFO Series programs in person or virtual and save up to $200! Use promo code: CFOSERIES24 at checkout to receive discount. 

The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. 

Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!

This four-topic event focuses on three separate, proven tactics to increase profitability, including cost reductions, revenue enhancements, reducing investment, avoiding waste, and taking a more integrated look at avoiding risk.  We also look at methods to optimize the return from the marketing function. The focus is simple – getting the most bang for the buck with proven approaches to increase profitability and to improve the organization. 


Tactics to Improve Bottom Line: 1st Strategy Improve ROI
Cost control
-Waste elimination
-Lean, Total Quality Management, and Six Sigma
-Simplification – A case study in how complexity is an insidious profit killer
-Activity based costing
-Understanding what drives cost and how to control cost
-Accounting practices that are antithetical to good cost control
-Getting the message across and generating action
-Where are the good ideas buried?
Increasing volume
-How effective is your advertising and promotion?
-What is your unique selling proposition?
-Are you stifling innovation?
-Pricing for value not cost recovery
-Understanding competition
-Looking for the ‘blue ocean’ opportunity
Tactics to Reduce Investment: 2nd Strategy Improve ROI
 Cost of capital
- What do investors want?
-What does my capital really cost?
- How can we approximate the cost?
-Utilizing the Du Pont Formula in a discounted cash flow world
Increasing asset utilization
-What should we do, and what should we allow others to do?
-Buying the right equipment at the right price
-Increasing throughput
-Complexity – the capacity thief
• Process choices
-Should we automate?
-Lease or purchase
-Impact of automation on risk and return

Tactics to Reduce Risk: 3rd Strategy to Help ROI
 Why is risk relevant?
-What do investors want?
-How do statisticians look at risk?
-How do economists look at risk?
-Prospect theory
Your risk profile
-Risk appetite
-Risk tolerance
-How do you monitor risk?
-Heat maps
-Risk is everyone’s job.
Managing risk

Bridging the Gap with Marketing Management: The Four Ps
 What is the function of Marketing?
-Creating demand, building reputation
-Inform and educate customers and potential customers.
Marketing plans
-What must be in a top-quality plan?
-Coordination with strategy and financial ability
Products and services
-Why do customers buy, or not buy, your offerings?
-Core products, actual products, augmented products
-Pricing is market driven, not cost driven!
-Cost leaders vs differentiators
-When to increase price when to reduce price
Place or channels
-Effective and efficient channels
-Alternative channels
- Promotion alternatives and cost effectiveness
Coordinating the 4Ps to gain maximum results


At least six (6) months of professional financial statement analysis experience and a strong working knowledge of marketing and/or business development.

Designed For

Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, Accountants, Board members, advisors, and Consultants. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs and professionals who are interested in enhancing the bottom line by working in a collaborative, effective partnership with the marketing function.


1. Understanding four components of marketing.

2. Explore how finance and marketing can work collaboratively to drive superior financial performance.





Tuesday, August 20

Breakout Session

8:30am - 4:00pm Attend In-Person Event

Missouri Society of CPAs: Learning Center
540 Maryville Centre Dr Ste 200
St. Louis, MO 63141

Credits: 2 - Business Management & Organization

Credits: 2 - Auditing

Credits: 4 - Finance

This session is available to registrants and their guests

8:30am - 4:00pm Attend Online Event

Login instructions will be sent out the week of the event

Credits: 2 - Business Management & Organization

Credits: 2 - Auditing

Credits: 4 - Finance

This session is available to registrants and their guests


Leader Bios

Rob Berry, The Knowledge Institute, LLC

Robert is a Certified Public Accountant who actually likes people more than he does numbers. With more than 20 years in the risk, audit, and compliance sector, he is an internationally recognized speaker, trainer, author and podcast host. His most recent book, Ask, Get, Perform: The Auditors Essential Guide to Asking Better Questions, Getting Better Answers, and Performing Better Audits, is changing the way auditors build relationships with clients

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Non-Member Price $349.00

Member Price $289.00