Surgent's Financial Strategy and Leadership for CFOs (2 hours)

Overview

This course explores the CFO’s evolving role as a strategic business partner. It focuses on capital allocation, financial modeling, key performance indicators (KPIs), and leadership in value creation. Participants will learn how to align financial strategy with business objectives, optimize cash flow, and communicate insights effectively to stakeholders.

Highlights

• CFO role evolution: from compliance officer to strategist
• Cash flow and working capital optimization
• Strategic planning and capital deployment
• Financial dashboards and KPI communication
• M&A basics and growth planning

Prerequisites

Experience in accounting, finance, or controllership roles

Designed For

Aspiring and current CFOs, controllers, senior accountants, and firm partners in small- to medium-sized businesses or accounting firms

Objectives

• Differentiate between operational and strategic CFO responsibilities in business planning
• Design financial KPIs that align with enterprise value drivers and strategic goals
• Apply forecasting and scenario modeling techniques to drive decision-making
• Evaluate capital structure and investment strategies to optimize financial performance

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!