The Strategic CFO

Big Picture Skills

Your financial accounting credentials do not automatically qualify you for a CFO role. Today’s CFOs have skills that go far beyond financial accounting. Come share ideas with veteran CFOs and learn new techniques that will make you more effective now and long into the future.

Find upcoming dates for this seminar

This was the best, most interactive, most enjoyable CPE I have attended in a long time.

– Manchester, NH

Topics Discussed:

CFO’s Role in Strategy Development

  • Identify a source of competitive advantage
  • Map your strategy
  • Tie your strategy to performance metrics
  • Execute your strategy

CFO’s Role in Strategic Cash Management

  • Know where and how to get money
  • Set cash management policy
  • Prevent cash management surprises

CFO’s Role in Strategic Risk Management

  • Identify possible exposure
  • Evaluate consequences
  • Prepare for the unexpected

CFO’s Role in Strategic Financial Communications

  • Why your board’s “knowing nods” may be a bad sign
  • Providing financial education to your stakeholders
  • Telling your organization’s story

Cases and Group Discussion

This seminar includes group discussion of five cases.

Additional Information

Target Audience: This seminar is for people who are, or aspire to be, chief financial officers. We will focus discussions on medium-sized organizations.

Level of Knowledge: Intermediate

CPE Credits: 8 hours group live

Area of Study
2 hrs – Management
2 hrs – Finance
2 hrs – Auditing
2 hrs – Accounting

Prerequisite: None

Adv. Prep: None

Author: John L. Daly

Acronym: SCFO

Scheduling: Schedule with The Tactical CFO to make a 2-day series.