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Change the Way You Work: Success as a Virtual CFO
Management Accounting
Webcast

Change the Way You Work: Success as a Virtual CFO

Learn the core competencies and skills that a virtual CFO needs to provide advice on strategic, financial and operational matters to small and growing businesses that choose not to hire an in-house CFO.

$197 - $241
Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Business Management and Organization

Level

Basic

CPE Credits

4.5

Author(s)

Robin Thieme

Availability

Product Number

VCL4VCCO22050

 View  
 Business & partner 
Product Details

Virtual, Strategic Business Partners

Businesses, with frequency, are turning to virtual or outsourced CFOs to guide them through periods of transition or growth.

This webcast emphasizes the synergy between experienced accountants and finance professionals and CFOs, and how you can position yourself as a virtual, strategic business partner.

You’ll learn:

  • The role that a virtual CFO can fill
  • Potential service models
  • How to conduct a readiness assessment before embarking on this career trajectory

Key Topics

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

Learning Outcomes

  • 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

Who Will Benefit

  • Accountants and finance professionals interested in becoming a virtual/outsourced CFO or understanding more about the virtual/outsourced CFO role
Credit Info
CPE Credits
4.5
NASBA Field of Study
Business Management and Organization
Level
Basic
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
4.5 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$241.00
AICPA Members
$197.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Speakers
Robin Thieme
"Robin Thieme is Founder, CEO and CAO (Chief Anticipation Officer) of KBS CFO and SoGo Workspaces, LLC. With over 30 years of financial and accounting experience, Robin has a passion for the efficiencies that new technologies enable and a dedication to growing businesses. Along with the KBS Team, they provide strategic guidance and system-based solutions to entrepreneurs. Long before ""cloud computing"" was a mainstream term, Robin built KBS as a virtual organization. She takes this same thoughtful approach to establishing efficiencies and solutions that fit the current business environment for her clients. While her education, skills, and background are centered on finance, accounting, and technology, Robin and the KBS Team are proud to be innovative and solution oriented for their clients. KBS CFO provides CFO, Controller, and the full spectrum of accounting department solutions and has developed niches with organizations that have more complex accounting needs. Industries served include manufacturing, contract manufacturing, craft distilleries and breweries, startups, eCommerce, professional service with project management, and general contracting industries. Robin is an anticipatory, #FutureReadyCPA that provides advisory services to her clients while building sustainable, growing, profitable, and scalable businesses. Robin has earned designations from the American Institute of Certified Public Accountants (AICPA), including Chartered Global Management Accountant (CGMA), Certified Information Technology Professional (CITP) and Certified Public Accountant (CPA). Recent certifications include Certified Intacct Service Provider, PlanGuru, Advisor, and Certified LivePlan Expert (LivePlan) Robin is an active member of the Maryland Association of CPAs (MACPA) and a frequent speaker on accounting technology trends and tools. Her expertise, coupled with decades of first-hand knowledge about the unique challenges faced by growing businesses, enables her to serve as your trusted strategic advisor. In 2019, Robin authored and is the subject matter expert for the first continuing education class offered by the AICPA for Virtual CFOs. She has also been interviewed for podcasts, including the Change Your Mindset podcast. Prior to creating KBS CFO, over a 30 years career, Robin had the opportunity of leading the financial team or being a part of the financial team part for a variety of organizations from public accounting firms to manufacturers and trade associations."
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Ratings and reviews

Cancellation Policy
View our Cancellation policy here
Change the Way You Work: Success as a Virtual CFO
Select from the following options:
Oct 28, 2022
4pm8:30pm GMT
Dec 15, 2022
2pm6:30pm GMT
Feb 22, 2023
5pm9:30pm GMT
Apr 21, 2023
1pm5:30pm GMT
Nonmember Price
$241.00
Price excluding sales tax
$241.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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