Financial Leadership Workshop & Faq
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.
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 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.
March 29th-April 1st 2022
June 14th - 17th 2022
September 13th-16th 2022
December 6th-9th 2022
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.
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
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 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.
The financial executive coaching workshop series consists of 4 days, spread over 4 months. 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
- DAY 1
- DAY 2
- DAY 3
- DAY 4
DAY 1
Key Concepts
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
DAY 2
Improving 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
DAY 3
Financing & Cash Flow
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
DAY 4
Leadership
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
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 2022
Stay tuned for our new sailing date… to be announced as soon as possible
Email us at [email protected] to hold your cruise spot!
Registration: Currently taking names for the 2022 cruise.
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 2022 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
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Financial Leadership Workshop Series
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40 CPE credits
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7 Night Cruise on Royal Caribbean, all taxes, Commissions, Taxes, and gratuities are included.
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Room: 2V-Interior, upgrades are possible at an additional cost.
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Companions welcome at an additional cost of $1,012.26 each. (cost of the cruise)
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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.
- 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
- Earn 40 CPE Credits
- NASBA Sponsor 143967
- Advanced Prep. None
- Program Level. Basic
- Delivery Method. Group Live
- Field of Study. Management and Organization
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.
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 (Group Live)
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.
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.
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4 Workbooks
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4 Leadership Books
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32 Hours of Classroom Time
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Lifetime Access to the SCFO Lab
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40 CPE Credits
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Customized Curriculum
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Customized Schedule
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Hosted at Any Location
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Access to FLW Community
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4 Workbooks
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4 Leadership Books
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4 Days of Learning
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Offered in Houston (or virtual upon request)
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32 Hours of Learning/Class Time
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Lifetime Access to the SCFO Lab
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Interaction with Financial Leaders From Around the World
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40 CPE Credits
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Access to FLW Community
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Videos of the Live Workshop
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Digital Copies of Lesson Materials
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Access to FLW Community
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Interaction with Financial Leaders From Around the World
Find our most frequently asked questions about the Financial Leadership Workshop.
We can help you determine if it’s the right time in your career for CFO Coaching.
- The Financial Leadership Workshop is hosted at our offices at 2101 CityWest Blvd., Houston, TX 77042 for the classroom session. The workshop can be given one on one at your location or ours.
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The next Financial Leadership Workshop is our March Series. Below are the dates for that series:
Class 1: Friday, March 6, 2020
Class 2: Friday, April 3, 2020
Class 3: Friday, May 1, 2020
Class 4: Friday, June 5, 2020 - Each workshop day is from 8:30am-5pm. There are several breaks spread throughout the day – morning, lunch, and afternoon.
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Whether it’s an emergency situation or you have a previously scheduled conflict, we understand and want to work with you. That’s why we have structured each day to be completely independent. While there is a brief review of the previous day, you can attend the days out of order. Simply, come to the next workshop for the day you missed. For example, you started your Day 1 series. You have a conflict and cannot attend Day 4. You can come to Day 4 of our next Series.
Another option is to schedule a one-on-one coaching session with your coach – there will be additional costs associated with this option. This is a case by case situation. -
Between each workshop, students have several homework items to complete. Those include:
- Reading 1 leadership book per workshop
- Implementing tools taught in the workshop
- Preparing any questions for the upcoming class
- Your coach will also be available to answer questions or help you with your business challenges
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The Financial Leadership Workshops costs $4,000 per participant.
One-on-coaching coaching is $8,000 plus reasonable travel expenses. - We request a 50% deposit up front and the other 50% 10 business days prior to the first workshop.
- The State of Texas Accounting Board authorizes Strategic CFO™ to administer CPE credits to Certified Public Accountants.
- A participant receives 9 CPE credits per workshop, totaling 36 credits upon completion of the Financial Leadership Workshop. Please notify Strategic CFO™ team before the first workshop that you require CPE credits. Surveys must be completed after each workshop.
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Our learning topics are selected 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 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.
- Paradigm shift
- The change in the accounting function
- The life cycle of the CFO or financial leader
- Tools to improve cash flow and profitability
- Analyzing customers
- Using incentive compensation
- Pricing for profit
- Doing more with less
- What your banker wants you to know
- The latest in financing
- Reducing your cash conversion cycle
- What a CEO wants
- Building effective teams
- Working with your peers
- Managing external relationships
- Budgeting
- Whether the schedule doesn’t allow you to attend or you are not able to come to Houston, we can come to you on your preferred date for a one-on-one coaching. There is an additional cost that is negotiated before the first workshop. This is a case by case situation.
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The Financial Leadership Workshop includes the following:
- 4 Workbooks (1 per each class)
- 4 Leadership Books
- A Mentor/Coach – Dan Corredor
- 9 CPE Credits Per Class (36 total)
- Lifetime Membership to The SCFO Lab
- Lunch for Each Workshop Day
- Typically, CFOs, Controllers, Finance Directors, CEOs, entrepreneurs, and business owners attend. Anyone that has influence or control over the financials can attend the Financial Leadership Workshop. In addition, we encourage anyone being promoted to a financial decision maker role (CFO, Controller, Finance Director, etc.) to attend.
- Dan Corredor is the President of Strategic CFO™ and a 28-year financial executive. Read his bio here.
- Upon discretion. You mayUpon discretion. You may reschedule if you cannot attend a class. reschedule if you cannot attend a class.
- Each class varies, but we cap each class at 10 participants. We do this because we want to answer each participant’s questions and give them the customization they need.
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There are three options for attending the Financial Leadership Workshop:
- Classroom in Houston, TX
- One-on-One Coaching anywhere in the world
- Self Study – hosting online
