Surgent's The CFO Blueprint: Strategy, Readiness, and Executive Impact (BLP2)
Date/Time
8/4/2026
2:00 PM - 4:00 PM Central
2:00 PM - 4:00 PM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event Description
This course provides a practical roadmap for aspiring CFOs, especially those serving as controllers, firm partners, or financial leaders in small to mid-sized businesses. It explores the competencies, executive presence, and strategic influence required for CFO success, helping participants position themselves for future advancement.
Objectives:
Presenters:
Cory Ng
Field of Study:
Business Management and Organization (2)
Major Topics:
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
Presenters:
Cory Ng
Field of Study:
Business Management and Organization (2)
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
Location
Webinar
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| 8/4/2026 |    |
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