Testimonials from The Strategic CFO Coaching Alumni

Testimonials from The Strategic
CFO Clients

“I went into The Strategic CFO Coaching program with concerns or my company regarding risk management, automation, and moving to a paperless environment. I absolutely feel that the program helped me focus my energy on productive areas to address these concerns. It’s an excellent program and I really respect Jim.”

Jeff Spillane,

CFO at Anslow Bryant Construction LTD July 16, 2014

“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.”

David Robison,

CFO of Audobon
May 22, 2014

“The Strategic CFO helped me refine the tools and skill set necessary to add value to my organization as the CFO. I would highly recommend this program to anyone looking to find ways to increase profitability, maximize cash flows, and to become the financial leader of your company.”

Scott Shackouls,

CFO at T-Rex Engineering and Construction July 17, 2014

“The Strategic CFO™ coaching 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 Arch-Con
2013-2014 HBJ CFO of the Year

See what some of our other
Coaching Alumni have to say:

January 15, 2021

“I loved the new reporting that will help me highlight the most important measure to drive action in the business – Flash Report Tool & Flux Analysis Tool.” 

CFO of OLO Builders

2021 Alumni



July 16, 2014

“I joined the workshops to grow into a CFO role. After gaining an understanding of strategic pricing and productivity topics, knowing how to set KPIs, and managing a team with deadlines, I have been given more recognition and encouragement.”

Controller of Wind Composite
Services Group

November 7, 2014

“The Strategic CFO coaching workshop has given me a great deal of insight into my role in my company. I now have responsibilities I wasn’t even aware of and the tools to get them done.”

Controller of American Omni
Trading Company

Experience Their Success for Yourself

Our alumni include financial leadership
at the following organizations:

See Dates