Financial Leadership Program | Self Study |

The Strategic CFO™ provides the Financial Leadership Program with topics created exclusively for the financial leaders of entrepreneurial companies (entrepreneurs, CEOs, CFOs, and controllers) who are responsible for driving profits and cash flow. The purpose of the workshops is to develop the financial strategies, tactics, and leadership skills required for individuals to become more valued members of their organization, thereby taking themselves, and their companies, to the next level.

What Our Financial Leadership Program Includes

The Strategic CFO created the Financial Leadership Workshop to develop financial leadership skills, convert you from a numbers cruncher to a strategic value driver, and give you the tools you need to be a trusted advisor. It includes the following:

4 Workbooks
Your New Mentor and Coach – Dan Corredor
Lifetime Membership to the SCFO Lab
4 Must-Have Reads
40 CPE Credits

The Purpose of the Financial Leadership Workshop

The purpose of our financial leadership development program is to develop the financial skills of entrepreneurial companies and result in higher profits and cash flow. It will empower financial professionals to overcome challenges they commonly face. These challenges often prevent career paths from advancing rapidly —

  • It is not clear what a CEO wants from the CFO or organizational leader
  • There is no mentorship path for someone to advance to CFO
  • The Financial Leader may be in charge of finances but they are not considered a strategic leader in an organization

Who is the current financial leader in your company? Often, it is the entrepreneur or CEO. They are regularly the only one who is responsible for the profitability of the company. They need help! We solve the challenges preventing accelerated growth in your career, whether you're the CFO, CEO, or aspiring to a similar position, by compacting years of experience into coaching workshops.

When the Workshops Occur

We bring on new participants multiple times a year. The dates of the upcoming workshops below are opportunities to enroll in an upcoming 4-day, 1 workshop per week. Select a workshop from the upcoming options below to see the exact dates for all 4 classes.

The first day of each Financial Executive Workshop Series is listed below. Select one of the following series for more details (dates, times, location, etc.):

Financial Leadership Workshop 

$4,000 per participant

Class 1: Friday, August 14, 2020

Class 2: Friday, August 21, 2020

Class 3: Friday, August 28, 2020

Class 4: Friday, September 4, 2020

Best Value

VIRTUAL August 2020 Series

Registration for August is now open and at a discounted rate.

Financial Leadership Workshop Upcoming dates:

Class 1: Friday, August 14, 2020

Class 2: Friday, August 21, 2020

Class 3: Friday, August 28, 2020

Class 4: Friday, September 4, 2020

P.S. The Virtual August Series is now 25% off!

Click Sign Up below to attend.

Be sure to email us at to hold your seat.

What's In It for You?

The topics taught in our workshops for financial leadership development enable you to not only be a CFO (many of our participants are CFOs), but to also become the central financial leader in your company (regardless of title). With our workshops, we empower you to become an influencer and decision-maker. You'll walk away prepared to do the following —

  • See your role from a different perspective and, in turn, present yourself as a valuable financial leader, not just a number-cruncher.
  • Adapt to changing technology and confidently continue to add value in an industry that is constantly being automated.
  • Break out of the Life Cycle of the CFO to become a tenured professional in your organization.
  • Rest easy knowing you have cash flow under control (no flying blind).
  • Be the person that keeps the business afloat - you're the profit-protector.
  • Create relationships internally and externally with ease.
  • Be your CEO's trusted advisor.

There are no prerequisites to be a participant in our Financial Leadership Workshop. We do also offer CPE credits (10 CPE credits per class – 40 total CPE credits). Please contact us for more information about that.

Requirements and Content Knowledge Level required: Basic, Prerequisite Education and Experience Required None 

Meet Your Instructor

Dan Corredor, a 30-year financial executive, is a successful entrepreneur and financial leader. With 30+ years of total experience, Dan's expertise includes the following:

  • Mergers and acquisitions
  • Due diligence
  • Post closure business integration
  • Operational and financial restructuring
  • Accounting efficiencies
  • Working capital and cash flow management

He understands businesses at every stage of the life cycle, further guiding participants in their unique situations.

Dan further developed this coaching program for financial professionals in the role of CFO or Controller, with the workshops held online and at The Strategic CFO offices. He brings a unique perspective by combining his professional experiences with his former accounting clients and now his consulting work with entrepreneurial companies to give workshop participants real-world applicable information.

Learn more about Dan Corredor here.

Become a Strategic CFO and get what you want out of your career.

What to Expect in the Financial Leadership Program

The financial executive coaching workshop series consists of 4 days, 1 per week. Each day has specific content that allows the participant to immediately put the learning to use and return later to soak up new topics. We select our learning topics based on two pieces of criteria: (1) what we know a financial leader wants and needs and (2) lack of common awareness and understanding in the financial industry.

Workshop Learning Content

Day 1 • Key CFO Concepts

The first day of the series is focused on reconsidering perspectives on the role and duties of the financial leader and what a CEO needs. The participants are also trained with tools that can immediately be used to improve financials in their organizations.

  • Paradigm shift
  • The change in the accounting function
  • The life cycle of the CFO or financial leader
  • Tools to improve cash flow and profitability

Day 2 • Improving Profitability

On the second day of the series, we focus on improving profit. Typically, financial professionals look to cutting costs to improve profit. You'll learn other methods that will enable you to be more of a strategic leader in your organization.

  • Analyzing customers
  • Using incentive compensation
  • Pricing for profit
  • Doing more with less

Day 3 • Financing & Cash Flow

The third day of the series focuses on the organization's financing and cash flow needs. Learn how to manage your banking relationship to ensure cash flow needs are met in your company.

  • What your banker wants you to know
  • The latest in financing
  • Reducing your cash conversion cycle
  • Banking

Day 4 • Leadership

The fourth day of the series focuses on developing your skills as a financial leader. We will take you beyond the numbers, and you will learn how to advance your career by building effective relationships.

  • What a CEO wants
  • Building effective teams
  • Working with your peers
  • Managing external relationships
  • Budgeting

> Click here to sign up for the Virtual Series this August <

Hear What Our Alumni Are Saying

David Robison"I had the opportunity of participating in The Strategic CFO™’s coaching program at a critical juncture in my career as I transitioned from a Controller to a CFO.  There are many demands placed on CFOs.  The coaching program challenged me to cut through the clutter of day-to-day tasks, and  instead focus my efforts on key business drivers, leadership, and ultimately sales and implementation of ideas and initiatives to superiors, peers, subordinates, and financiers.  In short, the focus of the program is to encourage participants to frame the role of the CFO as a value creator, not a cost center, in both fact and perception. I would highly recommend this program for both current and aspiring CFOs."

David Robison, CFO

Debbie Schmied"I decided to sign up for coaching with The Strategic CFO with the goal of personal development. I really liked the small group setting and the discussions we had. I was also able to collaborate with a peer outside of the classroom. Even though I switched roles within my company halfway through the program (from the financial side to a more operational role) the strategies I learned are still transferable and help me in my work today."

Debbie Schmied, VP of Operational Support

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Before I joined the Financial Leadership Workshop, my company was experiencing unmanaged growth. One of the most useful things I learned to manage growth in this workshop was to build a financial model and implement a 13-Week Cash Flow Report. I love these tools! They helped me provide upper management useful information for decision making.

Jean Marie GutierrezCFOFinancial Leadership WorkshopApril 12, 2019

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"The Financial Leadership Workshop equipped me with additional tools to add to my toolbox. It also helped me become a trusted advisor to the business owners as I guide them in growth, processes, and strategic planning."

Steven MillerCFOAugust 13, 2018

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"Before I came to the Financial Leadership Workshop, I lacked a complete understanding on the business and finance with middle management. Now, I am much more prepared to touch the metrics and set goals for the organization. I understand the CFO role and have received everything I expected to gain and more."

Josh WaltonOperations ManagerFinancial Leadership WorkshopAugust 13, 2018

CPE At Sea | Coming Soon!

Receive up to 40 CPE credits while on vacation!

The Strategic CFO LLC is offering: CPE At Sea

We have decided to postpone our financial leadership workshop cruise.

Your interest in joining us is highly appreciated and we hope you can still attend in the future.

Stay tuned for our new sailing date... to be announced as soon as possible.

What is CPE At Sea?

It's our Financial Leadership Workshop – “The Art of the CFO” now on a cruise ship! We have successfully provided our 4-day workshop over the last 5 years to many CPAs, accountants and entrepreneurs. For 2020 we are excited to offer our workshop at sea on a 7 day cruise.

Dates: TBA

Cruise Line: Royal Caribbean

Ship: Freedom of the Seas

Departs from: San Juan, Puerto Rico

Southern Caribbean stops include: St. Thomas, St. Kitts & Nevis, St. Johns, St. Lucia, Barbados

Price: $3,999

CPE At Sea Includes:

  • Financial Leadership Workshop
  • 40 CPE credits
  • 7 Night Cruise on Royal Caribbean, all taxes, Commissions, Taxes, and gratuities are included.
  • Room: 2V-Interior, upgrades are possible at an additional cost.
  • Companions welcome at an additional cost of $1,012.26 each. (cost of the cruise)
  • Pricing is based on double occupancy. Participants can come alone and we will partner you with another person or you can pay for your own room (single occupancy) which will be an additional charge of $1,000.

Airfare to and from San Juan, Puerto Rico is NOT included.  Our research shows this is a reasonable airfare from major cities in the U.S. if purchased before 60 days of travel.

CPE At Sea Disclaimers:

  • Pricing subject to double occupancy per room
  • Full payment must be made
  • Deposit of $500 to hold your spot
  • This workshop will be held only if we have at least 10

Participants signed up/paid by [TBA]

  • No refunds after last day to pay
  • Airfare to and from San Juan, Puerto Rico is NOT included
  • All cruise taxes, fees and gratuities are included

NASBA Sponsorship Information:

40 CPE Credits:

NASBA Sponsor 143967

Advanced Prep. None

Program Level. Basic

Delivery Method. Group Live

Field of Study. Management and Organization

Workshop Cruise Series

Dates: TBA

Registration: coming soon!

Financial Leadership Program Financial Leadership Program

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Financial Leadership Workshop Options

There are four options to attend the Financial Leadership Workshop – virtual classroom setting, one-on-one coaching, traditional in-person classroom and the Self Study.

Virtual Financial Leadership Workshop

This virtual style workshop allows financial leaders from around the world and in different industries / sizes of companies / roles to create success through financial leadership without leaving your home or office. We keep class sizes small so you can feel like you're in a live classroom setting.

One-on-One Coaching

This is the most customized and flexible option.. If you are looking for a personal coach and mentor to help you accomplish your goals, overcome your obstacles, and create a plan for success, this is your option! Sit down with Dan Corredor on your preferred schedule to discuss your preferred topics at your preferred location. One-on-One Coaching takes our Financial Leadership Workshop to a whole new level.

Traditional Financial Leadership Workshop

This classroom style workshop brings financial leaders from around the world and in different industries / sizes of companies / roles to create success through financial leadership. We keep class sizes small so you can feel like you're in a one-on-one setting.

Self Study 

As we have developed the Financial Leadership Program, we learned that there are many businesses that either cannot afford a classroom experience or are too far from the Houston classroom. We are now offering a self-study experience where individuals will receive the same material and can set their own pace. The price of the Financial Leadership Workshop Self Study is $999.

Click here to learn more and order your Financial Leadership Self Study.


One-on-One Coaching 

$8,000 per participant

  • 4 Workbooks
  • 4 Leadership Books
  • 32 Hours of Classroom Time
  • Lifetime Access to the SCFO Lab
  • 40 CPE Credits
  • Customized Curriculum
  • Customized Schedule
  • Hosted at Any Location
  • Access to FLW Community

Financial Leadership Workshop 

$4,000 per participant

  • 4 Workbooks
  • 4 Leadership Books
  • 32 Hours of Learning/Class Time
  • Lifetime Access to the SCFO Lab
  • Interaction with Financial Leaders From Around the World
  • 40 CPE Credits
  • Access to FLW Community

Best Value

Financial Leadership Workshop Self Study

$999 per participant

  • Videos of the Live Workshop
  • Digital Copies of Lesson Materials
  • Access to FLW Community
  • Interaction with Financial Leaders From Around the World


Financial Leadership Workshop FAQ

Find our most frequently asked questions about the Financial Leadership Workshop here.

We can help you determine if it's the right time in your career for CFO Coaching.

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