Change the Way You Work: Success as a Virtual CFO


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.




  • 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.


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

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


4 CPE Credits
Business management: 4 Credits


Member Price:
$169 $194
Non-member Price:
$219 $244
    Register by May 10th for Early Bird Pricing.

    Registration is open through 05/16.

    Monday, May 17th

    1:00pm to 4:30pm
    (Check-In 12:30pm)

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    Bruce Shepard