Change the Way You Work: Success as a Virtual CFO (WEBCAST ATTENDANCE)More Courses
VCC04WEB | Webcasts & Webinars | Basic | Scheduled
- You may also attend this program in person at the ISCPA Enrichment Center. Register for in person seating HERE.
Small and growing businesses do not have the funds to hire a CFO, but still need advice on strategic, financial, and operational matters. In many cases, these businesses are turning to virtual (or outsourced) CFOs to guide them through periods of transition or growth. CPAs and other finance and accounting professionals are well positioned to be virtual, strategic business partners for these companies.
- Business Management & Organization
Accounting and finance professionals interested in becoming a virtual/outsourced CFO.
To learn the core competencies that a virtual CFO needs and the role that a virtual CFO can provide. The course will emphasize the synergy between competencies developed by experienced CPAs and finance and accounting professionals and successful virtual CFOs.
- Virtual CFO role overview
- Potential service models
- Virtual CFO readiness
- Outsourced bookkeeping vs. virtual CFO roles
- Ethical considerations
- Technology platforms
James T. Lindell
James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic and financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. He has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. Jim has been involved in more than 40 M& A projects. He is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). Jim is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPAs and a member of Wisconsin Chapter of National Speaker Association. Jim is the author of the AICPA course "AICPA's Annual Update for Controllers", "Targeting the Bottom Line: Taking the Guesswork out of Financial Management". He is a contributing author of the AICPA course "The Fast Close, Soft Close, Virtual Close? Now Days not Weeks".