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Monday, January 11, 2027 Live Webcast

Becoming a Fractional CFO: What to Do and How? (X2-69896)

1:00 PM - 3:00 PM EST
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry - be prepared for this as a possibility.

DESIGNED FOR

Anyone considering becoming a fractional CFO and any organization contemplating entering into the fractional CFO business, e.g., Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, Board members, advisors, and Consultants.

BENEFITS

After attending this presentation, you will be able to...

  • Identify the key attributes and skills that make a fractional CFO successful.
  • Lead and manage a fractional CFO practice.

HIGHLIGHTS

The major topics that will be covered in this course include:

  • Do you have what it takes to be a successful fractional CFO?
    • Should you be a solo practitioner or join a larger firm?  1099 versus W2?
    • What skills are needed to be successful?
      • Sales, marketing, etc.
  • What are some of the ‘red flags’?
  • Typical assignments and issues a fractional CFO will likely encounter
  • The greatest opportunity for fractional CFOs?
  • Understanding your value

COURSE LEVEL

Intermediate

PREREQUISITES

At least six (6) months of work experience in a professional accounting, finance or similar role and at least six (6) months of work experience communicating with clients, vendors, suppliers and others. This program is designed for more experienced profes

ADVANCE PREPARATION

None

INSTRUCTOR

Don Minges

Don Minges, M.B.A.
(4.7)

The Knowledge Institute, LLC

Read bio

PRICING

$79.00 - Member

$89.00 - Nonmember

Register Today


Note: Online pre-registration will close on January 11 at 12:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings