November 10, 2026


Vendor Webinar


2 CPE Credits

Surgent's The CFO Blueprint: Strategy, Readiness, and Executive Impact

November 10, 2026
Vendor Webinar
2 CPE Credits

Surgent's The CFO Blueprint: Strategy, Readiness, and Executive Impact

  • Instructor

    Cory
    Ng

Learning Objectives

  • Assess personal readiness using a CFO capability framework
  • Develop a personalized roadmap to transition into a CFO role
  • Demonstrate techniques to enhance executive presence and influence
  • Apply the CFO competency matrix to identify development priorities

Major Topics

  • Transitioning from controller to strategic CFO
  • The CFO competency matrix: financial acumen, leadership, influence, technology, and governance
  • Developing executive presence and stakeholder trust
  • Planning your CFO journey: skills, gaps, and strategic positioning
  • Building cross-functional relationships and decision-making credibility

CPE Credits Available

2 CPE Credits
2
Business Management and Organization

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Controllers, financial managers, senior accountants, firm partners, and finance professionals preparing for a CFO role in small- to mid-sized environments

Provider

Surgent

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