JOIN THE NEXT SERIES

The Art Of The CFO®

Join us June 9-12th, 2025 here at our office in Sugar Land, TX, and master The Art of the CFO! 

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The Art Of The CFO®

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Financial Leadership Workshop
The Art Of The CFO®

In The Art Of The CFO® – Financial leadership workshop you’ll go beyond the numbers to develop the financial strategies, tactics, and leadership skills required for individuals to become more valued members of their organization. Thereby taking yourself, and your company to the next level.

The Art of the CFO® was designed for CFOs, Controllers, Accountants, Business Owners, and all other Financial Leaders. 

WHAT IS THE ART OF THE CFO®
The Art Of The CFO®

It's A Common Misconception, And Often Even Ignored…Until Now

Strategic CFO™ created the Financial Leadership Workshop to develop financial leadership skills that convert you from a numbers cruncher to a strategic value driver, and give you the tools you need to be a trusted advisor.  Financial Leadership Workshops contain topics created exclusively for the financial leaders of entrepreneurial companies (entrepreneurs, CEOs, CFOs, and controllers) to become influencers and decision-makers.

The purpose of the workshop 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. Strategic CFO™ empowers financial professionals with a development program to enhance your financial skills to result in higher profits and cash flow for your organization. The workshop coaches participants in CFO Leadership, CFO Development, and CFO Training. Strategic CFO™ offers a variety of training options (Live, Virtual/Online, Self-Study). There are no prerequisites to be a participant in the Financial Leadership Workshop.

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OVERVIEW
The Art Of The CFO® Curriculum

The Art of the CFO was created to develop the financial, operational, and leadership skills necessary for future CFOs and any financial leader looking to take on a more strategic role in their organization. While a strong foundation in accounting is necessary for all financial leaders, The Art of the CFO involves more than just technical skill. We teach you how to look beyond the numbers to create organizational value and drive business transformation.

You’ll learn to become a strategic thinker, leader, and partner… A Strategic CFO.

The first session 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. On day one you’ll cover:

  • Making the Paradigm shift – how to grow beyond a Controller to a successful “Strategic Partner”​
  • The Future of Accounting ​
  • The life Cycle of a CFO​
  • Accounting vs. Financial Leadership​
  • The Role of a Financial Leader​
  • Are you overhead or profit​
  • SWOT Analysis​
  • Tools of the Financial Leader

After completing this session, participants will be able to:

  • Distinguish between accounting functions and financial leadership responsibilities
  • Identify the stages in the lifecycle of a CFO and evaluate their current position
  • Analyze the shift from controller to strategic partner and its organizational impact
  • Assess how financial leadership contributes to profitability versus overhead
  • Conduct a SWOT analysis to evaluate their department’s strengths and opportunities
  • Apply tools designed to support strategic decision-making and improve financial outcomes
  • Explain the evolving expectations of accounting professionals and future trends in the profession

Field of Study: Management Services | Method: Group Live | Program Level: Basic | Prerequisite: None

The second session 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. On day two you’ll cover:

  • A Positive Mindset – how to truly grow and take on those daily challenges​
  • Profit Improvement – EBITDA, Costs, Pricing, Productivity​
  • Knowing your costs – Beyond closing the books, financial analysis​
  • Procurement – Cost vs. Value, best practices​
  • Organizing your financial statements – Financial Reporting​
  • Productivity – How do you spend your time, what are your dash boards and KPIs​
  • Pricing – Profitability exercise, pricing methodologies, analyze your customers

After completing this session, participants will be able to:

  • Evaluate the impact of mindset on leadership effectiveness and organizational performance
  • Identify multiple levers for improving EBITDA, including pricing, cost control, and productivity
  • Analyze cost structures to uncover opportunities for margin enhancement
  • Distinguish between cost and value in procurement decisions
  • Apply best practices in organizing financial statements for strategic insight
  • Develop KPIs and dashboards to measure and improve productivity
  • Conduct customer profitability analysis using various pricing methodologies

Field of Study: Management Services | Method: Group Live | Program Level: Basic | Prerequisite: None

The third session 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. On day three you’ll cover:

  • Increasing Cash Flow – Common tools used​
  • Six ways to increase cash flow​
  • 13 Week Cash flow Projection
  • Cash conversion cycle
  • Improving DSO​
  • Case Study
  • Understanding your Banker – Front stage (a customer’s perspective), and backstage (a bankers perspective)​
  • Value Beyond Numbers

After completing this session, participants will be able to:

  • Identify key tools and strategies for increasing operational cash flow
  • Apply a 13-week cash flow projection model to forecast short-term liquidity
  • Analyze the cash conversion cycle to evaluate working capital efficiency
  • Evaluate methods for reducing Days Sales Outstanding (DSO) and accelerating collections
  • Assess case study scenarios to apply real-world cash flow solutions
  • Explain how bankers evaluate credit risk and how to strengthen banking relationships
  • Differentiate between the internal value of financial leadership and the external perception by lenders and stakeholders

Field of Study: Finance | Method: Group Live | Program Level: Basic | Prerequisite: None

The fourth session 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. On day four you’ll cover:

  • Understanding People
  • Working with CEOs – What the CEO wants you to know, CEOs Attributes​
  • Building Teams
  • Working with your Peers
  • External Relationships​
  • Budgeting – The 4 Budgets, Budgeting Principles, Budgeting Rules

After completing this session, participants will be able to:

  • Identify key attributes of CEOs and explain how financial leaders can better align with executive priorities
  • Evaluate interpersonal styles to build more effective internal teams and cross-functional collaboration
  • Apply strategies for managing relationships with peers, external partners, and other stakeholders
  • Distinguish between four types of budgets and explain core budgeting principles and rules
  • Assess the financial leader’s role in communicating value beyond the numbers through leadership and influence
  • Develop actionable steps for advancing their career through relationship-building and strategic engagement

Field of Study: Management Services | Method: Group Live | Program Level: Basic | Prerequisite: None

Upcoming Dates
Group Live Strategic CFO™ Financial Leadership Workshop Series

Complete all four sessions consecutively, or take breaks in between sessions. Contact Strategic CFO® to coordinate the best dates for you.

Request a Date

Let us know what dates are best for you! We can happily add more sessions.

THE ART OF THE CFO®
Register for an Upcoming Workshop.

Don’t wait to sign up! Space is extremely limited. Click the link below to
register or email Strategic CFO® today at [email protected].

The Art Of The CFO® Financial Leadership Workshop Registration: Group Live
$ 4,000 per participant
  • Attend the four-day workshop in person at our office in Sugar Land, Texas.
Testimonials
“There is a lot of great content. On day one I came away with strategies and tools to implement that will help our company and my career. I really enjoyed the class environment and the information shared between attendees. "
Jaclyn Arnold
CFO
October 15th, 2021
“I needed to think more strategically as a CFO and more from the controller position. I received so much information to help me move forward. I recommend this course for those who are looking to expand their role from just the day to day operations.”
Beth Russell CPA
Puebla, Mexico, Pathway Student
October 15th, 2021
“As CEO of Batterson LLP, I retained Dan Corredor to assist my company through accounting improvements and various operational issues. My company is a family owned company that has been around since 1929."
Mike Batterson
CFO
December 18, 2017
“As CEO of Pipe Exchange, I retained Dan Corredor to assist my company through various issues. We were owned by a private equity group that was looking to exit and we needed some strategic guidance. "
Dolly Cheramie III,
Director
December 18, 2017
“I went into Strategic CFO™ coaching program with concerns for my company regarding risk management. automation and moving to a paperless environment. I absolutely feel that the program has helped me focus my energy on productive areas to address these concerns. It’s an excellent program.”
Jeff Spillane
CFO at Anslow Bryant Construction LTD
July 16, 2014
“I had the opportunity of participating in 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. "
David Robison
CFO of Audobon
May 22, 2014
“Strategic CFO™ helped me refine the tools and skill set necessary to add value to my organization as the CFO. I would highly recommend this program to anyone looking to find ways to increase profitability, maximize cash flows and to become the financial leader of your company.”
Scott Shackouls
CFO at T-Rex Engineering and Construction
July 17, 2014
“Strategic CFO™ coaching program helped to reaffirm my desire to not only contribute at a higher level to my organization but also to realize the unfulfilled goals I have for myself as an accountant and a business leader.”
Geri Pacheco
CFO of Arch-Con
2013-2014 HBJ CFO of the Year
Contact Strategic CFO®

Have questions/concerns or complaints about The Art of the CFO®?

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Frequently Asked Questions
FAQ
Strategic CFO™ Financial Leadership Workshop FAQ (Frequently Asked Questions) are listed below. If you still do not find the answer you are looking for, then please contact Strategic CFO® here.
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