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Competencies and Skills Required by Virtual CFOs
Management Accounting
Webcast

Competencies and Skills Required by Virtual CFOs

Learn the core competencies and skills that a virtual CFO needs and the role that a virtual CFO can provide.

$65 - $76
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

1

Author(s)

Robin Thieme

Availability

Product Number

VCL4VCCO-CSVC22050

 View  
 Business & partner 
Product Details

How to become a virtual CFO

The success of a virtual CFO calls for a unique set of skills, both technical and non-technical.

This course will walk you through preferred vs. required skills and experience in becoming a virtual CFO, as well as the specialized mindset that should be adopted to ensure success in this new and upcoming role.

Key Topics

  • Virtual CFO role overview
  • Potential service models
  • Virtual CFO readiness
  • Outsourced bookkeeping vs. virtual CFO roles

Learning Outcomes

  • Identify key competencies and various skills needed for a virtual CFO role.
  • Distinguish among skills for virtual CFO services versus other accounting services.
  • 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
1
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
1h
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
$76.00
AICPA Members
$65.00

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.

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Competencies and Skills Required by Virtual CFOs
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Oct 28, 2022
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Feb 22, 2023
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Apr 21, 2023
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Nonmember Price
$76.00
Price excluding sales tax
$76.00
Do you have an AICPA membership? 
Log in to apply your member discount.
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