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Thursday, November 14, 2019 Iselin

Developing Your Digital Mindset/ Change the Way You Work: Success as a Virtual CFO (E1911491)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

APA Hotel Woodbridge

120 Wood Avenue South
Iselin, NJ 08830

8.0 CPE Credits in MT


The accounting and finance profession is seeing seismic change because of new technologies, which are developing and launching ahead of the profession’s ability and willingness to adapt to them and take advantage of its benefits. Digital mindsets are reported to be one of the key barriers in the initial adoption of technology, its full use, and exploiting the opportunity it presents. Many early adopters are still experimenting but most of the market are in the late-majority category of adopters. This course will explain what it means to develop a digital mindset, including concepts related to agility, constant learning, thriving in ambiguity, curiosity, and innovation. Through tangible examples, this course will help participants gain knowledge about the competencies needed to thrive in today’s disruptive world, enhance employability, accelerate company performance, and manage the accelerating and relentless pace of change. Small and growing businesses do not have the funds to hire a CFO, but still need advice on strategic, financial, and operational matters. In many cases, these businesses are turning to virtual (or outsourced) CFOs to guide them through periods of transition or growth. CPAs and other finance and accounting professionals are well positioned to be virtual, strategic business partners for these companies. In this course, you’ll learn the core competencies that a virtual CFO needs and the role that a virtual CFO can provide. The course will emphasize the synergy between competencies developed by experienced CPAs and finance and accounting professionals and successful virtual CFOs. Finally, you’ll understand potential service models and the need for a readiness assessment before embarking on this career trajectory.


Accounting and finance professionals of any level.


  • Recognize the importance and value of developing a digital mindset
  • Identify the key concepts that are needed to successfully adopt a digital mindset
  • Recall the importance of constant learning and testing new ideas quickly in an ambiguous environment
  • Determine how integrating technical, business, people, and leadership competencies set the stage for success in a digital environment
  • Distinguish the role that a virtual or outsourced CFO can provide to companies
  • Identify the key competencies needed for a virtual CFO role
  • Recognize the service options and business models available for virtual CFOs
  • Recall the readiness assessment needed before starting the virtual CFO role


  • Constant learning
  • Agility
  • Failing fast
  • Decision-making
  • Creativity, innovation, and exploration
  • Change management
  • Virtual CFO role overview
  • Potential service models
  • Virtual CFO readiness
  • Outsourced bookkeeping versus virtual CFO roles
  • Ethical considerations
  • Technology platforms








    • This seminar is not eligible for the AICPA discount.

    Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.


    Rebeka Mazzone

    Rebeka J. Mazzone, CPA, CGMA

    AICPA/Professional Development Institute

    Rebeka J. Mazzone, CPA, CGMA Newport, RI Rebeka Mazzone is the Chief Financial Officer for IYRS School of Technology & Trades (IYRS) where she is responsible for all aspects of administrative operations, student affairs and facilities. Prior to joining IYRS, Rebeka served as the Director of Compliance, Internal Audit & Risk Management for Johnson & Wales University (JWU), Director of the Rhode Island Region for Accounting Management Solutions, Inc. (AMS) and a manager for KPMG’s higher education, research and other not-for-profit practice where her clients included Cornell University, Howard University, and the Leukemia & Lymphoma Society.

    Rebeka is a member of the AICPA CPE Committee, former Board member of the RISCPA and former co-chair of it's Non Profit Committee, a member of FASB Not-for-profit Resource Group, and part of the AICPA’s Instructor Team. She is a frequent speaker and earned her B.S. in accounting from St. John Fisher College. She is a CGMA and is licensed as a CPA in New York.


    $379.00 - Non Member

    $279.00 - Member

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