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Monday, October 27, 2025 Live Webcast

The Strategic CFO: Big Picture Skills (E2510083)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

webcast

ON24

6 CPE Credits in AA
2 CPE Credits in MT

OVERVIEW

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.

DESIGNED FOR

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

BENEFITS

This seminar includes group discussion of five cases.

HIGHLIGHTS

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
  • Provide financial education to your stakeholders
  • Tell your organization’s story

COURSE LEVEL

Intermediate

PREREQUISITES

Participants should have at least six months of industry or public experience and a thorough knowledge of financial accounting principles and practices. Management experience will be helpful.

ADVANCE PREPARATION

None

INSTRUCTOR

Robert Mims

Robert Mims, CPA

Bob is currently serving as a CFO and chief people officer for a startup venture. A three-time national instructor of the year for KPMG, he has also authored multiple courses for Fortune 500 brands in leadership, strategy and accounting. Bob served terms on two advisory councils for The Financial Accounting Standards Board (FASB) and currently chairs the Environmental Roundtable. He is a nationally awarded educator for continuing professional education (CPE) training, a strategic planning facilitator and a fundraising and planned giving consultant. He lives in Memphis, Tennessee, with his wife and large family with multiple pets.

PRICING

$299.00 - Member

$449.00 - Nonmember

Register Today


Note: Online pre-registration will close on October 27 at 8:00 AM.

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COURSE DEVELOPER

The Knowledge Institute, LLC