Surgent's Financial Strategy and Leadership for CFOs
Overview
This course explores the CFO’s evolving role as a strategic business partner. It focuses on capital allocation, financial modeling, key performance indicators (KPIs), and leadership in value creation. Participants will learn how to align financial strategy with business objectives, optimize cash flow, and communicate insights effectively to stakeholders.
Delivery Method: Individual webcast
CPE Credit: 2
Program Level: Basic
This course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Highlights
- CFO role evolution: from compliance officer to strategist
- Cash flow and working capital optimization
- Strategic planning and capital deployment
- Financial dashboards and KPI communication
- M&A basics and growth planning
Prerequisites
Experience in accounting, finance, or controllership roles
Designed For
Aspiring and current CFOs, controllers, senior accountants, and firm partners in small- to medium-sized businesses or accounting firms
Objectives
- Differentiate between operational and strategic CFO responsibilities in business planning
- Design financial KPIs that align with enterprise value drivers and strategic goals
- Apply forecasting and scenario modeling techniques to drive decision-making
- Evaluate capital structure and investment strategies to optimize financial performance
Preparation
None
Non-Member Price $129.00
Member Price $119.00