Knowledge Hub: The Changing Role of the CFO/Finance Director 

CFOs and finance directors are increasingly looking to create efficiencies as they strategically lead. Revamping cash management practices, finding new ways to unlock liquidity and keeping a closer eye on internal controls are all part of their daily routine.

Review our collection of articles, events and resources below.  

Content

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BLOG

7 Factors Changing the CFO’s Role in Professional Services Firms

 March 4, 2026
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Professional Branding at the CFO Level

 March 2, 2026
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Refunds and Next Steps: IEEPA Tariffs Overturned

 February 27, 2026 Source: Forvis Mazars
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4 Finance Trends for 2026

 February 25, 2026 Source: Financial Management
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ARTICLE

New Tariff Uncertainty: The 5 Essential Tactical Questions

 February 24, 2026 Source: Chief Executive
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ARTICLE

4 Tips for CFOs Leading ERP Transitions

 February 19, 2026 Source: CFO Dive
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ARTICLE

Businesses Urge Treasury to Destroy BOI Data and Finalize Exemption

 February 9, 2026 Source: Journal of Accountancy
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10 Finance and Accounting Trends You Can’t Ignore in 2026

 February 2, 2026 Source: Robert Half
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NJCPA and Third-Party Events

Products and Programs

On-Demand Program
Exploring Employee Ownership for Business Growth and Succession
On-Demand Program
Future of Finance in the Age of Everything, Everywhere, All at Once
On-Demand Program
New Jersey Programs and Resources for Business Success
Certificate Program
Finance Transformation: Manage Disruption AICPA Certificate
Certificate Program
Finance Transformation: Transform Skills AICPA Certificate
On-Demand Program
Effective Techniques for Auditing Contingencies and Going Concern
On-Demand Program
Surgent's Business Law Essentials for Practitioners and Controllers
On-Demand Program
Surgent's Business Law Essentials for Practitioners and Controllers
On-Demand Program
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
On-Demand Program
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
On-Demand Program
Surgent's CFOs as Leaders of Organizational Change: Driving Innovation and Navigating Economic Uncertainties – Panel Discussion
On-Demand Program
Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances
On-Demand Program
Surgent's Controllership Skills Update: Risk Management
On-Demand Program
Enterprise Risk Management for Small and Medium-Sized Companies
On-Demand Program
Surgent's Enterprise Risk Management for Small and Medium-Sized Companies
On-Demand Program
Surgent's Ethics for the Industry Accountant
On-Demand Program
Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
On-Demand Program
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
On-Demand Program
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
On-Demand Program
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
On-Demand Program
Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
On-Demand Program
Surgent's Mastering the Basics of Inventory Accounting
On-Demand Program
Surgent's Max the Tax: Tax Impacts on Exit Planning
On-Demand Program
Integrated Planning, Forecasting, and Budgeting for Organizational Success
On-Demand Program
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
On-Demand Program
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
On-Demand Program
CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting
On-Demand Program
Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting
On-Demand Program
Project Management for Finance Professionals
On-Demand Program
Surgent's Project Management for Finance Professionals
On-Demand Program
Controller/CFO Update: Hot Topics Facing Today's Financial Professional
On-Demand Program
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
On-Demand Program
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
On-Demand Program
Current Developments and Best Practices for Today's CFOs and Controllers
On-Demand Program
Surgent's Current Developments and Best Practices for Today's CFOs and Controllers
On-Demand Program
Planning and Strategy Formulation for Your Organization's Financial Success
On-Demand Program
Surgent's Planning and Strategy Formulation for Your Organization's Financial Success
On-Demand Program
Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment
On-Demand Program
CFO Solutions to IRS Problems
On-Demand Program
Beyond the Basics: Financial Ratios You Might Be Overlooking
On-Demand Program
CPA to CFO: Essential Competencies for Finance Leaders
On-Demand Program
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
On-Demand Program
CFO & Controller Critical Skills: Budgeting & Forecasting
On-Demand Program
The Innovative Finance Department: Finance and Big Data
On-Demand Program
The Innovative Finance Department: Making Innovation Work
On-Demand Program
The Innovative Finance Department: Making Innovation Stick
On-Demand Program
The Innovative Finance Department: The Information Challenge
On-Demand Program
The Innovative Finance Department: Innovation Case Studies
On-Demand Program
Activity-Based Costing: Introduction to Activity-Based Costing
On-Demand Program
Activity-Based Costing: Aggregate Cost by Activity
On-Demand Program
Activity-Based Costing: Assigning Property, Plant and Equipment Costs
On-Demand Program
Activity-Based Costing: Cost Drivers
On-Demand Program
Activity-Based Costing: Assigning Occupancy Costs
On-Demand Program
Activity-Based Costing: Assign Information Technology Costs
On-Demand Program
Activity-Based Costing: Assigning the Cost of Money
On-Demand Program
Activity-Based Costing: Cost Flow Diagrams
On-Demand Program
Activity-Based Costing: Organizing Cost Calculations
On-Demand Program
Activity-Based Costing: Excess Capacity
On-Demand Program
Why Do Businesses Fail?
On-Demand Program
Planning Tools for the Controller/CFO
On-Demand Program
Creativity
On-Demand Program
Greiner Model
On-Demand Program
Mentoring/Coaching Role of the Controller/CFO
On-Demand Program
Four Roles of the Controller/CFO
On-Demand Program
Activity-Based Costing - Nano Bundle
On-Demand Program
The Innovative Finance Department - Nano Bundle
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      Resources