The Tactical and Strategic CFO

Two courses designed for current and aspiring CFOs


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 and discuss case studies as a group that will allow you to improve the effectiveness of your finance team and the company as a whole. Topics of discussion include:

  • 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


Your financial accounting credentials do not automatically qualify you for a CFO role. Today’s CFOs have skills that go far beyond financial accounting. Share ideas with veteran CFOs, discuss case studies as a group and learn new techniques that will make you more effective now and long into the future. Topics of discussion include:

  • CFO’s Role in Strategy Development
    • Identify a source of competitive advantage
    • Map your strategy
    • Tie your strategy to performance metrics
    • Execute your strategy
  • CFO’s Role in Strategic Cash Management
    • Know where and how to get money
    • Set cash management policy
    • Prevent cash management surprises
  • CFO’s Role in Strategic Risk Management
    • Identify possible exposure
    • Evaluate consequences
    • Prepare for the unexpected
  • CFO’s Role in Strategic Financial Communications
    • Why your board’s “knowing nods” may be a bad sign
    • Providing financial education to your stakeholders
    • Telling your organization’s story

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:
  • Instructional Method: Group-live
  • Recommended CPE Credits: Up to 16 hours credits
  • Area of Study
    • 4 hours Management
    • 2 hours Finance
    • 2 hours Auditing
    • 4 hours Accounting
    • 4 hours Technology
  • Experience Level: Intermediate
  • Prerequisite: None 

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some state boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.

Questions or comments? Contact FEI via email, or phone, 973.765.1029.


Mr. John Daly

Former Chief Financial Officer