December 19, 2025


Webinar


14 CPE

WSCPA CFO - Leading and Reporting

December 19, 2025
Webinar
14 CPE

WSCPA CFO - Leading and Reporting

  • Instructor

    Brian
    Maturi

Learning Objectives

Recognize that some recipients of financial reports may struggle to understand them. How to create clear, effective reports and discuss useful examples. Acknowledge cultural differences within departments and the organization. Identify suitable cultural dynamics and implement change for optimal buy-in. Recognize that lies are a part of human nature. Learn a working process to help uncover the truth. To gain a deeper appreciation of newer duties and roles of today’s leaders, and to learn the skillsets required to succeed.

Major Topics

Management Reporting: Many management reports are misunderstood or poorly utilized. If your audiences are missing the message, learn how to capture their attention and deliver actionable insights. Discover “The Trifecta” and five secrets for effective reports and presentations that will resonate with your audience. This seminar will provide valuable insights to help management understand financial reports. Culture Management: Every organization, team, and family have its own unique culture, and each member has their own perspective. We’ll explore different types of culture, what makes them effective, what can weaken them, and how to adapt actions for transformation? You’ll learn to change culture without major personnel shifts, reduce resistance to change, and foster a low-fear, high-confidence environment that boosts productivity and lowers turnover. Identifying Dishonesty: Trust is the foundation of all relationships but lies undermine trust and reduce productivity. Can we recognize deception and protect ourselves from being misled? Learn effective ways to discern lies and discover a proven process to uncover the truth. The role of today’s financial leader extends beyond traditional stewardship to encompass agility, innovation, crisis management, and strategic foresight.

CPE Credits Available

14 CPE
2
Accounting
6
Auditing
6
Business Management & Organization

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Business and Industry

Prerequisites

At least six months of professional financial statement analysis experience.

Advanced Preparation

None

Intended Audience

Corporate financial leaders, managers, CEOs, CFOs, accountants, board members, and business professionals should focus on improving report creation, change management, detecting misinformation, and acquiring skills essential for a successful CFO in 2035.

Provider

Washington Society Of CPAs

Register For This Event

  • COCPA Member

    $ 270 270
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  • COCPA Non-Member

    $ 320 320
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