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Change the Way You Work: Success as a Virtual CFO

  • 10/28/2022
  • 11:00 AM - 3:30 PM



Businesses, with frequency, are turning to virtual or outsourced CFOs to guide them through periods of transition or growth. This webcast emphasizes the synergy between experienced accountants and finance professionals and CFOs, and how you can position yourself as a virtual, strategic business partner. You’ll learn: the role that a virtual CFO can fill; Potential service models; How to conduct a readiness assessment before embarking on this career trajectory

Learning 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

Discussion Topics:

  • virtual CFO role Overview 
  • potential service models
  • virtual CFO readiness 
  • outsourced bookkeeping vs. virtual CFO roles 
  • ethical considerations 
  • technology platforms

    Level: Basic

    Instructor: Robin Thieme

    Developer: AICPA

    CPE Credits: 4.5

    Area of Study: Business Management & Organization

    Prerequisite: None

    Who Should Attend: Accountants and finance professionals interested in becoming a virtual/outsourced CFO or understanding more about the virtual/outsourced CFO role

    Visit Us:

    3100 South Columbia Road
    Suite 500
    Grand Forks, ND 58201

    Contact Us: 

     (701) 775-7111
    or (877) 637-2727

    Connect with us:

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