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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.

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What Our Financial Leadership Program Includes

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 the Financial Leadership Workshop

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.

When the Workshops Occur
Financial Leadership Workshop Series
This workshop is a 4-part series. You’ll complete the first two sessions, enjoy a month long break and return for the remaining two sessions.
Group Live
$ 4,000 per participant
$ 8,000 per participant
Upcoming Dates

March 29th-April 1st 2022

June 14th - 17th 2022

September 13th-16th 2022

December 6th-9th 2022

What’s In It for You?

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.
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There are no prerequisites to be a participant in our Financial Leadership Workshop. We do also offer CPE credits

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 

Meet your Instructor
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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.

Become a Strategic CFO™ and get what you want out of your career.
What to Expect in the Financial Leadership Program

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
Workshop Learning Content


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


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


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




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
Hear What Our Alumni Are Saying
Coming Soon 2022
CPE At Sea

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!

Workshop Cruise Series
Dates: TBA 2022

Registration: Currently taking names for the 2022 cruise.

What is CPE At Sea?

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
subject to change
CPE At Sea
$ $3,999
  • Financial Leadership Workshop Series
  • 40 CPE credits
  • 7 Night Cruise on Royal Caribbean, all taxes, Commissions, Taxes, and gratuities are included.
  • Room: 2V-Interior, upgrades are possible at an additional cost.
  • Companions welcome at an additional cost of $1,012.26 each. (cost of the cruise)
  • 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.
Airfare to and from San Juan, Puerto Rico is NOT included. Our research shows this is a reasonable airfare from major cities in the U.S. if purchased before 60 days of travel.
  • 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
NASBA Sponsorship Information
  • Earn 40 CPE Credits
  • NASBA Sponsor 143967
  • Advanced Prep. None
  • Program Level. Basic
  • Delivery Method. Group Live
  • Field of Study. Management and Organization
Experience their success for yourself.
Get more details.
Financial Leadership Workshop Options
There are four options to attend the Financial Leadership Workshop – virtual classroom setting, one-on-one coaching, traditional in-person classroom and the Self Study.
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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.

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One-on-One Coaching

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.

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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.

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Self Study

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.

One-on-One Coaching
$ 8,000 per participant
  • 4 Workbooks
  • 4 Leadership Books
  • 32 Hours of Classroom Time
  • Lifetime Access to the SCFO Lab
  • 40 CPE Credits
  • Customized Curriculum
  • Customized Schedule
  • Hosted at Any Location
  • Access to FLW Community
Financial Leadership Workshop
$ 4,000 per participant
  • 4 Workbooks
  • 4 Leadership Books
  • 4 Days of Learning
  • Offered in Houston (or virtual upon request)
  • 32 Hours of Learning/Class Time
  • Lifetime Access to the SCFO Lab
  • Interaction with Financial Leaders From Around the World
  • 40 CPE Credits
  • Access to FLW Community
best value
Financial Leadership Workshop Self Study
$ 999 per participant
  • Videos of the Live Workshop
  • Digital Copies of Lesson Materials
  • Access to FLW Community
  • Interaction with Financial Leaders From Around the World
Where the Workshops Occur
Financial Leadership Workshop FAQ

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.

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Dan Corredor

President at The Strategic CFO

Dan Corredor acquired The Strategic CFO in 2017, following the death of the Founder and former President, Jim Wilkinson. Dan knew Jim since the mid-1990s and followed the development and success of The Strategic CFO, LLC. Furthermore, with a similar background as Jim, it was obvious that Dan was the perfect fit for the firm as our 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. His experience also includes dealing with business owners and private equity groups. In addition, Dan has extensive international operational experience, which includes over 10 years working with companies in Latin America and consulting in Turkmenistan. Dan’s experience also includes working with lenders, bond holders and presenting to ratings agencies.

He has held multiple CFO positions and was promoted twice to President & CEO. In addition, Dan has sat on boards as an internal board member and external board member.

Prior to acquiring The Strategic CFO, Dan was consulting for five years. Before that he was President & CEO of a regulated water utility, which was a company that required operational and financial restructuring after experiencing a crisis. Prior to that Dan was promoted from CFO to President & CEO at a Japanese owned Petrochemical company. Dan’s Latin American experience includes both working as CFO for a large publicly traded water utility in Mexico for 4 years and 6 years with two large publicly traded oil and gas field service companies in financial executive roles.

Dan Corredor’s career has had many focuses, but his core professional competencies include the following:

  • Operations and Operational Restructuring as President & CEO
    • Chapter 11
    • Significant experience in M&A
    • Managed numerous M&A transactions both in the US, Japan, and in Latin America for large public companies
    • Managed complex relationships with boards, shareholders and management
    • Crisis management
    • Complex negotiations with lenders, bond holders and ratings agencies

While Dan Corredor has worked with clients in many different industries, the following industries are those that he’s spent the most time working in.

  • Construction
  • Industrials & Manufacturing
  • Oil and Gas Exploration & Production
  • Oil and Gas Services
  • Petrochemical
  • Regulated Utilities

University of Houston
B.S., Accounting

  • Certified Public Accountant
  • Certified Valuation Certificate
  • Bi-Lingual (English & Spanish)
  • Opportune LLP (Director in the Restructuring Group)
  • Southwest Water Co. (JP Morgan portfolio company)
  • Chusei USA, Inc. (Private Japanese owned)
  • Azurix (Enron)
  • EVI Oil Tools (Weatherford)
  • Sperry Sun Drilling
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