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 Series

$4,000 per participant 

Class 1: Friday, October 23, 2020

Class 2: Friday, November 13, 2020

Class 3: Friday, December 11, 2020

Class 4: Friday, January 15, 2020

Best Value

Virtual Financial Leadership Workshop Series

Registration for 2020 & 2021 is available! (25% off)

Upcoming dates:

9/11, 9/25, 10/2, 10/9, 10/16, 10/23, 10/30, 11/6, 11/13, 11/20, 12/4, 12/11, 12/18, 1/8, 1/15, 1/22, 1/29, 2/5, 2/12, 2/19, 2/26, … (more to come) 


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 OR 1 per month. 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.


The first day of the series is focused on reconsidering perspectives on the role and duties of the CFO and what a CEO needs. The participants also are 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
  • Tools to improve cash flow and profitability

Then second day of the series focuses 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

The third day of the series focuses on the organization’s financing and cash flow needs. You will be able to interact with bankers and 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

Finally, 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

Registration for Fall/Winter 2020 is now open and at a discounted rate.


Hear What Our Alumni Are Saying
<< Prev
Next >>
CFO Value Creator, Not a Cost Center

"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."

CPE At Sea | Coming Soon 2021

  • Receive up to 40 CPE credits while on vacation!
  • We’re currently taking names for anyone who is interested in attending our financial leadership workshop cruise
  • Your interest in joining us is highly appreciated and we hope you join us in 2021
  • Stay tuned for our new sailing date… to be announced as soon as possible

  • Email us at to hold your cruise spot!

Workshop Cruise Series Dates: TBA 2021

Registration: Currently taking names for the 2021 cruise. 

Email us at to hold your spot.

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 2021 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
subject to change 

CPE At Sea Includes:

  • Financial Leadership Workshop Series 
  • 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.
prices are subject to change

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 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

  • Earn 40 CPE Credits
  • NASBA Sponsor 143967
  • Advanced Prep. None
  • Program Level. Basic
  • Delivery Method. Group Live
  • Field of Study. Management and Organization

Experience their success for yourself.
Get more details.

keep your banker happy

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. This is held at our office in Houston, Texas.

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.



$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
  • Offered in Houston, TX or Virtual
  • 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.

See Dates