The Tactical CFO: Make Your Business Processes Work for You

Effective CFOs drive continuous improvements in their departments and beyond. Come share ideas with experienced CFOs that will allow you to improve your department’s performance in four key areas. Learn skills that will allow you to improve the effectiveness of your finance team and the company as a whole.

Topics Discussed:

Beyond Traditional Budgeting
  • Substantially reduce financial planning effort
  • Reduce politics in the planning process
  • Make your numbers far more useful
Getting the Most from Your Information Systems
  • Understanding user needs
  • Make your software work for you
  • Prevent errors before they occur

Data Analysis and Management
  • “Run the numbers” on non-financial data
  • Expand your tools outside Excel
  • Use your analysis skills to transform your business
The Finance Team of Tomorrow
  • Whom do you serve?
  • Create what the customer wants
  • Design efficient processes
  • Lead an effective team
Ten Tips for Successful CFOs

Cases and Group Discussion
This seminar includes group discussion of five cases.

Additional Information
Target Audience: Current and aspiring CFOs and upper-level financial managers.  We will focus discussions on medium-sized organizations.
Level of Knowledge: Intermediate
CPE Credits: 8 hours group live
Area of Study
     -2 hours Accounting
     -4 hours Technology
     -2 hours Management

Continuing Profession Education Credits
Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Questions? Contact FEI's Professional Development Department at or 973.765.1091.


Mr. John Daly

Former Chief Financial Officer