The Tactical CFO

Make Your Business Processes Work for You

Effective CFOs drive continuous improvements in their departments and beyond. Come share ideas with experienced CFOs that will allow you to improve your department’s performance in four key areas.

Learn skills that will allow you to improve the effectiveness of your finance team and the company as a whole.

Find upcoming dates for this seminar

John is an excellent speaker and keeps me engaged on the various topics.

– Manchester, VT

Topics Discussed:

Beyond Traditional Budgeting

  • Substantially reduce financial planning effort
  • Reduce politics in the planning process
  • Make your numbers far more useful

Getting the Most from Your Information Systems

  • Understanding user needs
  • Make your software work for you
  • Prevent errors before they occur

Data Analysis and Management

  • “Run the numbers” on non-financial data
  • Expand your tools outside Excel
  • Use your analysis skills to transform your business

The Finance Team of Tomorrow

  • Whom do you serve?
  • Create what the customer wants
  • Design efficient processes
  • Lead an effective team

Ten Tips for Successful CFOs

Cases and Group Discussion

This seminar includes group discussion of five cases.

Additional Information

Target Audience: Current and aspiring CFOs and upper-level financial managers. We will focus discussions on medium-sized organizations.

Level of Knowledge: Intermediate

CPE Credits: 8 hours group live

Area of Study
2 hours Accounting
4 hours Technology
2 hours Management

Prerequisite: None

Adv. Prep: None

Author: John L. Daly

Acronym: TCFO

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