Change the Way You Work: Success as a Virtual CFO LARS

Friday, September 10 8:00am - 11:30am PDT

(Check-In 7:30am PST)

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WSCPA Learning Center Room 1

902 140th Ave NE
Bellevue, WA 98005

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4.0 Credits

Member Price $158.00

Non-Member Price $183.00

Overview

LARS: Live Audience, Remote Speaker

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.

Prerequisites

None.

Designed For

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

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.

Preparation

None.

Notice

LARS stands for Live Audience, Remote Speaker. We will serve lunch at these locations, but the instructor will be webcasting into the classroom.

The WSCPA is following current Washington State guidelines for mask usage. Unvaccinated attendees at in-person events are required to wear a mask. Masks will be available for those needing them.

Leader(s):

  • Robin Thieme

Non-Member Price $183.00

Member Price $158.00