Chief Financial Officer (CFO)

Introduction

The CFO may assist the CEO with forecasting, cost-benefit analysis, and obtaining funding for various initiatives. In the financial industry, a CFO is the highest-ranking position, and in other industries, it is usually the third-highest position in a company. A CFO can become a CEO, chief operating officer, or president of a company.

The CFO must report accurate information because many decisions are based on the data he provides. The CFO is responsible for managing the fiscal activities of a company and adhering to generally accepted accounting principles (GAAP) established by the Securities and Exchange Commission (SEC) and other regulatory entities. CFOs must also adhere to regulations such as the Sarbanes-Oxley Act that include provisions such as fraud prevention and disclosing financial information.

Course Objectives

• Financial leadership in action that embraces personal and wider risks of the role.
• Fostering a winning relationship with the CEO/Board.
• Strategic engagement, alignment, goal congruence, delivering concrete outcomes.
• Acquiring commercial insights, perspectives that feed into decisions making.
• Leading through change, business transformation, and performance optimization.
• Communicating business insights, decision choices more succinctly and intelligently.
• Embracing the power of digital and associated risks.
• Nurturing finance talent and leadership pipeline.

Course outlines

Day 1

MODULE 1: FOUNDATIONAL

• Executive Leadership Essentials
• Strategic Executive Planning
• Decision-Making for Executives
• Oversight and Transparency in Executive Roles
• Accountability and Financial Oversight
• Planning and Execution for Executives
• Executive Accounting, Financial Management, and Budgeting
• Project Management and Control for Executives
• Problem Solving Strategies for Executives

Day 2

MODULE 2: CORE (Leading – Managing – Controlling)

• Effective Leadership and People Management
• Managing Organizational Change and Innovation
• Goal Setting and Prioritization Strategies
• Communication Skills for Leaders
• Cultural Dynamics and Management
• Negotiation Techniques and Management
• Navigating Organizational Politics
• Technology Management and Innovation Leadership
• Customer and Supplier Relationship Management
• Competitive Advantage and Risk Management
• Quality Management and Crisis Handling
• Controlling Waste, Fraud, and Negligence
• Efficiency and Management Controls
• Claims and Disputes Management

Day 3

MODULE 3: FUNCTIONAL SPECIALIZATION/EXPERTISE

• Corporate Finance Optimization
  • Balance Sheet Optimization Techniques
  • Capital Planning and Allocation Strategies
  • M&A, Debt Servicing, Dividends, and Share Buybacks
  • Tax Planning and Transfer Pricing
  • International Tax Planning Insights (e.g., Starbucks/Google)

Day 4

Capitalizing on M&A Opportunities

• Defining Acquisition Criteria and Planning
• Conducting Financial and Commercial Due Diligence
• Valuation and Evaluation of Targets
• Deal Negotiation and Financing Strategies
• Purchase and Sale Contract Management
• Integration and Post-Acquisition Management

Day 5

MODULE 4: APPLIED/PRACTICUM

• Crafting Your CFO-C Strategy
• Developing an Execution Scorecard
• Creating an Execution Action Plan
• Designing an Execution Playbook
• Implementing my CFO-C Policy