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Monday, April 26, 2021 Live Webcast

Change the Way You Work: Success as a Virtual CFO (E2104172)

8:30 AM - 12:00 PM EDT

Registration: 8:00 AM EDT

webcast

ON24

4.0 CPE Credits in MT

OVERVIEW

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.

DESIGNED FOR

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

BENEFITS

  • 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.

HIGHLIGHTS

  • Virtual CFO role overview
  • Potential service models
  • Virtual CFO readiness
  • Outsourced bookkeeping vs. virtual CFO roles
  • Ethical considerations
  • Technology platforms

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Curtis Quickel

Curtis J. Quickel, CPA

AICPA/Professional Development Institute

Curtis J. Quickel, CPA Fayetteville, Arkansas Curtis is an individual practitioner in Fayetteville, Arkansas. Since 1998, he has traveled the US teaching Continuing Professional Education courses to thousands of CPAs for the AICPA and others. Before establishing his own practice, he worked several years in industry as a Corporate Controller. After 9/11 Curtis spend 9 years on Active Duty with the US Army completing three combat tours to Afghanistan, Iraq and Kuwait. In 2013 Curt retired as a Lieutenant Colonel with a total of 33 years of Active and Reserve service. He is a Past President of the Central Chapter of the Arkansas Society of CPAs and Past Chairman of the Industry and Commerce Committee. Curt is also a past recipient of the Arkansas Society of CPAs Outstanding CPA in Government Award

PRICING

$189.00 - Member

$259.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 26 at 8:00 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

AICPA/NJCPA