CAS – Preparing for a New Fractional CFO Role: What to Do? (2 hours - late morning) - Webcast

Overview

The planning process to become a fractional CFO is complex and essential, with many considerations. First, should you become a fractional CFO? Do you want to work with an established entity or hang out your own shingle? What are the pros and cons of the alternatives? What are the steps to take? Making sound decisions is not easy. Can you provide the skills and services that smaller organizations need? Many who attempt to become a fractional CFO fail. Learn from their mistakes!

This stand-alone-event is part of our 2025 CAS (Client Accounting Services) three-part series. Today, more and more business clients are seeking greater strategic insight and a higher level of value from their accounting professional. These courses will help you explore this new this opportunity and be better prepared to meet client demands.

The three 2-credit events in this series are:

• Advancing Your Role as a Business Leader - October 31
• Preparing for a New Role as a Fractional CFO - What to Do - November 7
• Ready to be an Effective CFO? Skills to Succeed - November 14

Highlights

• Should you become a fractional CFO?
• Are you an entrepreneur?
• Steps to take
• Steps to avoid
• Understanding marketing and branding
  • Defining your market
• Becoming the trusted advisor

Prerequisites

• At least six (6) months of professional financial statement analysis experience
• At least five (5) years' experience in accounting after graduation.

Designed For

CPAs and financial professionals interested in Client Accounting Services (CAS)

Objectives

• Understand the critical decisions to evaluate before becoming a fractional CFO.
• Understand the process to become an effective fractional CFO.