Surgent's The CFO Blueprint: Strategy, Readiness, and Executive Impact (2 hours) [NT]

Overview

This course provides a practical roadmap for aspiring CFOs, especially those serving as controllers, firm partners, or financial leaders in small to mid-sized businesses. It explores the competencies, executive presence, and strategic influence required for CFO success, helping participants position themselves for future advancement.

Highlights

• Transitioning from controller to strategic CFO
• The CFO competency matrix: financial acumen, leadership, influence, technology, and governance
• Developing executive presence and stakeholder trust
• Planning your CFO journey: skills, gaps, and strategic positioning
• Building cross-functional relationships and decision-making credibility

Designed For

Controllers, financial managers, senior accountants, firm partners, and finance professionals preparing for a CFO role in small- to mid-sized environments

Objectives

• Assess personal readiness using a CFO capability framework
• Develop a personalized roadmap to transition into a CFO role
• Demonstrate techniques to enhance executive presence and influence
• Apply the CFO competency matrix to identify development priorities

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!