The Strategic CFO™ provides Financial Leadership workshops with topics created exclusively for the financial leaders of entrepreneurial companies (entrepreneurs, CEOs, CFOs, and controllers) who are responsible for driving profits and cashflow. 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.
What's In It for You?
The topics taught in our workshops for financial leadership development enable you to not only to be a CFO (many of our participants are CFOs), but to also become the central financial leader in your company with any title. With our workshops, you are empowered 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.
So What's the Purpose of a Financial Leadership Workshop?
The purpose of our financial leadership development program is to develop the financial skills of entrepreneurial companies resulting in higher profits and cashflow. It will empower financial professionals to overcome challenges that we have seen 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 not be 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.
Learn more about our Financial Leadership Workshops and get your questions answered.
Learning in Action
The Strategic CFO™ Financial Leadership 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 ArchCon Corporation and 2013 winner of Houston Business Journal CFO of the Year (pictured right with ArchCon Pres. Michael Scheurich)
What to Expect
The financial executive coaching workshop series consists of 4 days per year, 1 per quarter. Each day has specific content that allows the participant to immediately put the learning to use and return a quarter later to soak up new topics. 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.
Select a tab below to view that workshop learning content:
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
The 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
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
- Meet with bankers in the classroom
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
Hear What Our Alumni Are Saying
"I had the opportunity of participating in The 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. The coaching program challenged me to cut through the clutter of day-to-day tasks, and instead focus my efforts on key business drivers, leadership, and ultimately sales and implementation of ideas and initiatives to superiors, peers, subordinates, and financiers. In short, the focus of the program is to encourage participants to frame the role of the CFO as a value creator, not a cost center, in both fact and perception. I would highly recommend this program for both current and aspiring CFOs."
"I decided to sign up for coaching with The Strategic CFO with the goal of personal development. I really liked the small group setting and the discussions we had. I was also able to collaborate with a peer outside of the classroom. Even though I switched roles within my company halfway through the program (from the financial side to a more operational role) the strategies I learned are still transferable and help me in my work today."
When the Workshops Occur
We bring on new participants twice per year. The dates of the upcoming workshops below are opportunities to enroll in an upcoming 4-day, year-long class. You can select a workshop from the upcoming options below to see the exact dates for all 4 classes.
The first day of each Financial Executive Workshop Series is listed below. Select a series for more details.
October 2017 Workshop Series — Starts: Wednesday, October 11, 2017
We can help you determine if it's the right time in your career for CFO Coaching.
Meet Your Instructor
Jim Wilkinson, a 30-year financial executive, is a successful entrepreneur and investor. Since 1990 he has advised entrepreneurs on the management and financing of their companies. Utilizing his unique combination of strategic finance, accounting and management skills he launched The Strategic CFO in 1999 after identifying a gap in the marketplace between audit-focused accounting firms and the often limited financial skills in small to mid-cap companies.
Currently, he is serving as an Adjunct Professor at the Wolff Center for Entrepreneurship at the University of Houston. His teaching style matches their focus, which is to integrate real-world experience with traditional classroom education. Jim has developed this coaching program for financial professionals in the role of CFO or Controller, with the workshops held at the Strategic CFO offices. He is able to bring 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.