JOIN THE NEXT SERIES
The Art Of The CFO®
Join us November 10-13th, 2025 here at our office in Sugar Land, TX, and master The Art of the CFO!
The Art Of The CFO®
In The Art Of The CFO® CPE Course, 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, CPAs, Accountants, Business Owners, and all other Financial Leaders.
- Move from Reporting to Driving Financial & Operational Results
- Master Cash Flow Forecasting, Credit Strategy & Lean Financial Leadership
- Build your Strategic Toolkit with Real‑World Case Studies and Banker Insights
- Collaborate in Small Group Sessions Designed to Mirror Real Boardroom Scenarios
- NASBA Accredited - those eligible Earn 36 CPE Credits
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.
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.
- DAY ONE
- DAY TWO
- DAY THREE
- DAY FOUR
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 | CPE Credits: 9 | Program Level: Basic | Prerequisite: None | Advanced Preparation: 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 | CPE Credits: 9 | Program Level: Basic | Prerequisite: None | Advanced Preparation: 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 | CPE Credits: 9 | Program Level: Basic | Prerequisite: None | Advanced Preparation: 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 | CPE Credits: 9 | Program Level: Basic | Prerequisite: None | Advanced Preparation: None
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.
Don’t wait to sign up! Space is extremely limited. Click the link below to register or email Strategic CFO® today at [email protected].
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Attend the four-day workshop in person at our office in Sugar Land, Texas. Please send us a message to inquire about virtual attendance.
From CPE Credits to Career-Changing Insight
The Art of the CFO® Testimonials
What Professionals Say About The Art of the CFO®
Have questions/concerns or complaints about The Art of the CFO®?
The Strategic CFO, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through this web site: www.nasbaregistry.org
Strategic CFO™’s Financial Leadership Workshops cost $4,000 per participant.
You may complete the workshop one-on-one at the location of your choice for $8,000 plus reasonable travel expenses.
Absolutely! A 50% deposit is requested upfront and the other 50% 10 business days prior to the first workshop.
The Financial Leadership Workshop is hosted at our office at 830 Julie Rivers Dr. #303 Sugar Land, TX 77429 for the classroom session. The workshop can be given one on one at the location of your choice.
You may also attend virtually via Zoom. If that is your preference, just let us know!
The workshop is four days(sessions) long totaling about of 32 hours of lesson material. You may choose to compete all 4 sessions consecutively, or space the sessions out across the year. Strategic CFO hosts one 4-day workshop per quarter, and is very flexible with dates.
Dates are often adjusted to meet the demands of the participants, so please do not hesitate to suggest workshop dates that are more convenient for you.
The Art Of The CFO® teaches you how to be a value driver in your organization and become a strategic partner to the CEO. Session one covers Key Concepts, session two covers Improving Profitability, session three covers Financing & Cash Flow and session 4 covers Leadership.
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
Financial leaders of companies (entrepreneurs, CEOs, accountants, CFOs, and controllers, etc.) who are responsible for driving profits and cash flow. There are no prerequisites, and anyone who wishes to create success through financial leadership is welcome.
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. Read more about Dan Corredor here.
You may cancel and receive a full refund up to 24 hours prior to your first workshop session. After attending your first workshop session you are no longer eligible for a refund or exchange.
If you do not attend the workshop, you will receive 100% refund for your payment, or you can apply the payment to a future workshop.
Cancellation Policy: Our firm will refund you 100% of your funds if the workshop is cancelled for any reason.
For more information on refunds, cancellation or complaints, please contact:
Dan Corredor
President
832-886-4246
Prerequisites: Requirements and Content Knowledge Level required: Basic
Prerequisite Education and Experience Required “NONE”
Who Should Attend: Entrepreneurs, Controllers, CFOs
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live
Field of Study: Management Services, Finance
