Course Description

Many small organizations do not have the resources to employ both a Chief Financial Officer and Controller, requiring one person to wear both hats. Beyond that, business leaders often use these titles interchangeably or don’t understand the different focus and skill set they need. This course explores the unique challenges of each role and how the person who fills both can successfully navigate those challenges and provide exceptional value to their firm.

CPA and Coach Jon Lokhorst will cover how to best:
• Differentiate between CFO and Controller roles regarding focus, duties, mindset, and skillset.
• Develop critical relationships and strategic alliances, internally and externally.
• Structure your work for maximum impact and avoid the “bean counter” paradigm.
• Establish your personal brand and unique value proposition as CFO/Controller.

Learning Objectives

• Identify strategies to navigate the tensions of wearing multiple CFO/Controller hats.
• Explore key relationships critical to success as a finance leader.
• Discover three strategies to show up as your best self in every situation.