JOIN STRATEGIC CFO™ NEXT SERIES
The Art Of The CFO® in Cancun, Mexico!
We’re taking the workshop on Vacation! Join us Feb. 19-23rd, 2025 at the Riu All-Inclusive Resort in Cancun for 5 days of financial leadership FUN!
The Art Of The CFO®
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. Those eligible for CPE Credits also earn 40 upon completion.
- Become a Strategic Thinker
- Create Organizational Value
- Go Beyond the Numbers and LEAD
- Gain Mentorship and Personalized Support
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. CPE Credits are also available.
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 1
- DAY 2
- DAY 3
- DAY 4
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
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
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
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,
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.
Cancun CPE Conference - February 19-23rd 2025
Join us at the Riu All-Inclusive Resort in Cancun and master The Art of the CFO in paradise!
Earn your CPE Credits in Paradise. Join us this February at the Riu All-Inclusive Resort in Cancun!
This all-inclusive program combines rigorous financial leadership training with the relaxation and beauty of a beachfront setting. Earn 40 CPE credits while exploring topics from cash flow improvement and budgeting to team building and productivity—all crafted to empower today’s CFOs to lead with confidence.
What’s Included:
Full CPE Course Experience ($4,000 value)
4 nights at a scenic resort, complete with meals, drinks (yes, cocktails!), and top-notch entertainment
Access to the beach, spa, gyms, and water sports
The price of the conference, including the 5 day/4 night all-inclusive stay for one is $5,000
You may bring a companion/guest for an additional $1500 fee.
Airfare is not included.
ITINERARY:
Wednesday, Feb. 19th
Arrive in Cancun No class, Unwind from your travel!
Thursday, Feb. 20th
Paradigm Shift - 9:00 AM
The Role of the Financial Leader, SWOT Analysis & SCFO Lab, Tools of the Financial Leader
Group Lunch - 12:00 PM
Profit Improvement Ideas Procurement Productivity Pricing - End Class 5:00PM
Free Evening
Friday, Feb. 21st
Improving Cash Flow - 9:00 AM
Banking - Front Stage Banking - Back Stage
Group Lunch - 12:00 PM
Understanding People Understanding the Entrepreneur Working with the Entrepreneur End 5:00 PM
Free Evening
Saturday, Feb. 22nd
Building Teams - 9:00 AM
Team Building Activity Working with your Peers
Group Lunch - 12:00 PM
External Relationships Questions for Consideration Budgeting - End 5:00 PM
Free Evening
Sunday, Feb. 23rd
No activities! Enjoy the day and depart at your leisure, or extend your stay!
Space is limited, reserve your spot with a refundable deposit.
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.
Have questions/concerns about The Art of the CFO®?
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.
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:
- 40 CPE Credits (NASBA Sponsor)
- 4 Workbooks
- Your New Mentor and Coach – Dan Corredor
- Lifetime Membership to the SCFO Lab
- 4 Must-Have Reads
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.
Strategic CFO 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 the 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 its website: www.nasbaregistry.org. Strategic CFO NASBA Sponsor Number: 143967
