VIRTUAL ONLY: Change the Way You Work: Success as a Virtual CFO

Description

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. In this course, you'll 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. Finally, you'll understand potential service models and the need for a readiness assessment before embarking on this career trajectory.

Highlights

  • Virtual CFO role overview
  • Potential service models
  • Virtual CFO readiness
  • Outsourced bookkeeping vs. virtual CFO roles
  • Ethical considerations
  • Technology platforms

Objectives

  • Recognize the role that a virtual or outsourced CFO can provide to companies.
  • Identify the key competencies needed for a virtual CFO role.
  • Recognize the service options and business models available for virtual CFOs.
  • Recall the readiness assessment needed before starting the virtual CFO role.

Designed For

Accounting and finance professionals interested in becoming a virtual/outsourced CFO or understanding more about the virtual/outsourced CFO role.



Leaders

Mark Conine

Mark serves as the Chief Financial Officer of the Arkansas Student Loan Authority where he is responsible for the management and day-to-day coordination of all financial activities, including bond issuances, investment management, investor relations, and financial statement preparation. Prior to joining the Arkansas Student Loan Authority, Mark served in the tax compliance group of Ernst & Young, LLP and KPMG, LLP in Little Rock, Arkansas. He received a B.A. in Accounting from Ouachita Baptist University and is a licensed Certified Public Accountant and Certified Global Management Accountant in the State of Arkansas. Mark is a member of the Arkansas Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He enjoys serving as a continuing professional education instructor for the Arkansas Society of Certified Public Accountants and is a frequent speaker at CPE conferences, student loan financing conferences, and local CPA chapter meetings. Mark is also a licensed real estate agent in the state of Arkansas.