November 24, 2026


Vendor Webinar


2 CPE Credits

Surgent's Financial Strategy and Leadership for CFOs

November 24, 2026
Vendor Webinar
2 CPE Credits

Surgent's Financial Strategy and Leadership for CFOs

  • Instructor

    Cory
    Ng

Learning Objectives

  • Differentiate between operational and strategic CFO responsibilities in business planning
  • Design financial KPIs that align with enterprise value drivers and strategic goals
  • Apply forecasting and scenario modeling techniques to drive decision-making
  • Evaluate capital structure and investment strategies to optimize financial performance

Major Topics

  • CFO role evolution: from compliance officer to strategist
  • Cash flow and working capital optimization
  • Strategic planning and capital deployment
  • Financial dashboards and KPI communication
  • M&A basics and growth planning

CPE Credits Available

2 CPE Credits
2
Finance

Things to Know About This Course

Course Level

  • Basic

Prerequisites

Experience in accounting, finance, or controllership roles

Advanced Preparation

None

Intended Audience

Aspiring and current CFOs, controllers, senior accountants, and firm partners in small- to medium-sized businesses or accounting firms

Provider

Surgent

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