Change the Way You Work: Success as a Virtual CFO

Instructor: Robin Thieme

Format

Course - Online

Level

Basic

Duration

4h 30m

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

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

£69.00 (CIMA members only)

£89.00

VAT calculated on checkout

Product information

Overview

Learn the core competencies

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.

In this CPE self-study course, you'll learn the core competencies that a virtual CFO needs and the role that a virtual CFO can provide. The course will emphasize 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 finance professionals interested in becoming a virtual/outsourced CFO or understanding more about the virtual/outsourced CFO role.

Professional development

This Course - Online offers 4.5 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 30m
Format:	Course - Online
Access:	This is a digital product. You will have access to the content for 3 months after purchase date.

Return and refund policy

£69.00 (CIMA members only)

£89.00

VAT calculated on checkout

Instructor

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.