Essential Skills for Financial Leaders Conference

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Essential Skills for Financial Leaders Conference The world is changing and you need to keep up to date to advance in your career.  Come gain the insights of three financial veterans who will talk about the essential skills you need for the next 10 years. 

Leaders Eat Last

Don Minges, The Knowledge Institute, LLC

Trust is essential, because without trust, there can be no teamwork.  Trust is like oxygen, when it is gone – we suffocate.  This session provides a 15-step action plan to gain commitment from your team members, build trust, hold each person accountable and create results for your organization. 

 Preparing for a CFO Role

John L. Daly, Executive Education, Inc. 

Many accountants spend their early career trying to develop technical skills, yet a surprising proportion of public company Chief Financial Officers don’t even have an accounting degree.  What does it take to become a CFO and be successful once you get there?  Whether you are early or late in your career, this session will provide valuable insights.  Come hear stories of a real world CFO’s successes and failures.

Cash Management Essentials

Richard Karwic, The Knowledge Institute, LLC

Are you managing your cash, or is your cash managing you?  Can you effectively project cash position a week, month or year from now?  This seminar demonstrates cash management processes that will lead to productive days and restful nights. 

Essential Skills for the Next 10 Years

Presented by:  Don Minges, John L. Daly, & Richard Karwic

Join the day’s speakers for a free form, panel discussion about the skills that financial professionals will need in the next decade. 

Basic Course Information

Learning Objectives

• Understand how effective leaders build trust
• Know how to best prepare yourself to become a CFO
• Learn tips that will help you project cash flow weeks, months or years into the future. 
• Hear three financial veterans discuss the skills that will be necessary for the next 10 years. 

Major Subjects

• Why building trust is essential
• How trusting relationships makes us more effective
• Steps to build trust
• The surprising backgrounds of CFOs
• Non-technical skills you need to be a CFO
• How to improve your skills every day
• How to gain better control over cash flow
• Techniques to project sort terms cash flows
• Techniques for projecting cash beyond the next quarter
• Recent trends in financial management
• Insights from the COVID crisis
• Skills you’ll need for tomorrow

John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development.  He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal.  John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer.  He is the author of “Pricing for Profitability”, published by Wiley and Sons and a novel, “Tool & Die”.

Don Minges, MBARelated seminars and products: 12

Don Minges, MBA, is a fractional CFO who works in diverse industries at various development stages.  His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis.  Don has experience raising equity for several growing firms and has invested equity capital into promising businesses.  He has served on the Board of Directors for many firms.  He graduated with highest honors from the Fuqua School of Business at Duke.

Richard A. Karwic, MBARelated seminars and products: 3

Richard A. Karwic, MBA, has served as a management consultant for the most recent 10 years, after serving for 15 years as Chief Financial Officer for several diverse businesses in a wide variety of industries. Mr. Karwic also served as Vice President of Mergers & Acquisitions for a mid-cap investment banking firm. Richard has worked in over 100 businesses, including divisions of Fortune 1,000 companies such as Stanley – Black & Decker, Parker Hannifin, Pfizer, and Linatex Corporation of America, where he also served on the Board of Directors.  Mr. Karwic has been leading seminars since 1999 and has lectured at Western New England College.  Richard’s business practice is based in Wethersfield, CT. 

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