Change the Way You Work: Success as a Virtual CFO | Webcast | CGMA Store
Change the Way You Work: Success as a Virtual CFO
LIVE

Online Event

16 December, 2020

2:00 pm - 6:00 pm UTC

Webcast
2:00 pm - 6:00 pm UTC

Change the Way You Work: Success as a Virtual CFO

Speaker: Robin Thieme

  • Format

    Webcast

  • Level

    Basic

  • Duration

    4h

In this webcast, you will learn the core competencies that a virtual CFO needs and the role that a virtual CFO can provide.

Learning outcomes

  • Recognise the role that a virtual or outsourced CFO can provide to companies
  • Identify the key competencies needed for a virtual CFO role
  • Recognise the service options and business models available for virtual CFOs
  • Recall the readiness assessment needed before starting the virtual CFO role
Full description

Select a date and time

£139.00 (CIMA members only)

£179.00

VAT calculated on checkout

Product information

Overview

Still a strategic business partner

Small and growing businesses do not have the funds to hire a CFO, but still need advice on strategic, financial, and operational matters.

In many cases, these businesses are turning to virtual (or outsourced) CFOs to guide them through periods of transition or growth. CPAs and other finance and accounting professionals are well positioned to be virtual, strategic business partners for these companies.

How To: Virtual CFO

In this webcast, you will learn the core competencies that a virtual CFO needs and the role they can provide. The webcast emphasises the synergy between competencies developed by experienced CPAs and finance and accounting professionals and successful virtual CFOs.

Finally, you’ll understand potential service models and the need for 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

Who should take this course?

  • Accounting and financial professionals interested in becoming virtual/outsourced CFO, or understand more about virtual/outsourced CFO role

Professional development

This Webcast offers 4 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:None
Programme level: Basic
Duration:4h
Format:Webcast
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

Return and refund policy

£139.00 (CIMA members only)

£179.00

VAT calculated on checkout

Speaker

  • 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.