Coaching Programs

The Strategic CFO provides different coaching programs to address your needs. Whether you need to develop leadership skills, get trained, understand the numbers, or plan for the future, we have designed the coaching program for you. Read the following descriptions about our coaching programs. If there is something you do not see, then please click here and let us know what you need.

Upcoming Coaching Programs

Financial Leadership Workshop | The Art of The CFO Series

Location: The Strategic CFO’s office in Houston, Texas, a location of your choice, or virtual 

Upcoming Dates: Friday, December 11, 2020 | 8:30 am – 5:00 pm

 Friday, January 15, 2021 8:30 am – 5:00 pm

Friday, February 12, 2021 | 8:30 am – 5:00 pm

 Friday, March 12, 2021 | 8:30 am – 5:00 pm

Friday, April 16, 2021 | 8:30 am – 5:00 pm

Friday, May 14, 2021 | 8:30 am – 5:00 pm

Cost: $4000 per participant (50% deposit required)

More Information: Financial Leadership Workshop 

From Operations to P&L Leader Workshop Series TBD

Dates: TBD

Time: 8:30 am – 5:00 pm

Location: The Strategic CFO’s office in Houston, Texas, a location of your choice, or virtual 

Cost: $4000 per participant (50% deposit required)

More Information: From Operations to P&L Leader Workshop


The Strategic CFO Coaching Programs

Financial Leadership Workshop 

We’ve created our 4-day workshop 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! Offered at our home office in Houston, Texas, in a small classroom style setting, virtually, or one-on-one, we will be walking you through our tools, processes, and procedures.

CEO Leadership Workshop

In our 2-day CEO Leadership Workshop, CEOs, entrepreneurs, and business owners will develop financial leadership and improve profits and cash flow in their business. This program helps those that do not have an accounting/finance background. When you take this course, you will not be afraid of those numbers again!


From Operations to P&L Leader Workshop

Oftentimes, a sales or operations person gets put into a position where they now have to monitor the profits and cash flow of their division. Instead, train those promoted in our From Operations to P&L Leader Workshop to financial lead their department or division before.

Strategic Planning Workshop

Experiencing change in your company or industry? Wanting to prepare for the next challenge? Or do you need team building centered around strategic planning? Bring your team together for a 1-day Strategic Planning Workshop where we will walk you through the opportunities, threats, weaknesses, and strengths of this next venture/quarter/season/etc.

CFO Coaching Workshop

Be the best CFO you can be. Learn about how our CFO coaching, either one-on-one or in a group setting, can take your career to a whole new level by teaching you how to add value to your organization.

One-on-One Coaching Programs

Sometimes, we find ourselves in unique positions and need help navigating through them. After many clients requested a personalized or customized Financial Leadership Workshop to suit their needs, we developed our One-on-One Coaching Program. 

Financial Leadership Workshop Self Study 

If getting to Houston for one of our coaching programs is impossible or you live in another country, then you’re in luck. We are bringing our coaching programs online! In a small setting, we will be walking you through our tools, processes, and workshops on how to create success through financial leaders. If you’re interested in the Financial Leadership Workshop Self Study – our online coaching program – then click the button to learn more.

See Dates