CFO Series: Re-inventing the Modern CFO: How to Adapt?

The role of today's financial leader, including CFOs, transcends traditional financial stewardship; it demands agility, innovation, crisis manageme...

11/28/2025 9:00am - 11:00am  |  Online  |  CPA Crossings

Members: $89.00, Non-members: $139.00

CPE Categories: Management of a Practice (2 CPE)

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Description

The role of today's financial leader, including CFOs, transcends traditional financial stewardship; it demands agility, innovation, crisis management, and strategic foresight. This seminar will discuss the new, multifaceted skills and insights needed to excel in the dynamic role of modern finance. Through a blend of theory, case studies, and practical exercises, participants will explore the diverse roles of today's CFO as innovation champions, technology evangelists, leaders, and change agents, leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will give you the essential tools and insights to navigate the newer demands of financial managers with confidence and competence.

Presented by The Knowledge Institute, LLC

Target Audience

Corporate financial leaders, corporate financial managers, CEOs, CFOs, Controllers, accountants, Board members, advisors, and consultants. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs and professionals who are interested in learning the new skills required today.

Course Objectives

After attending this presentation, you will be able to...

  • Appreciate newer duties and roles of today's leaders and the skill-sets required to succeed.

Subjects

The major topics that will be covered in this course include:

  • Championing the role of innovation in the workplace.
  • Technology evangelists and change agents.
    • What does it mean?
    • What is our role?
  • The roles we take on and differences between the roles we are assigned.
  • How innovation and strategy matter.
  • Current and future trends and expectations for financial leaders and CFOs.
  • Top ten crucial skills for 2035.

Prerequisites

At least six (6) months of professional financial statement analysis experience.