Change the Way You Work: Success as a Virtual CFO

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Instructor

Marc
Hamilton

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Marc Hamilton

Bio

Marc Hamilton is a strategy-oriented finance executive with proven successes in change management.  Mr. Hamilton has over 30 years of extensive practical experiences with data analytics, process design and technology implementation. His roles have provided broad exposure to functional, operational and management challenges facing organizations in the era of systems intelligence.

As a technologist CPA, Mr. Hamilton frequently speaks from his experiences on big data, data science, artificial intelligence and the developing Blockchain infrastructure.  He also frequently presents AICPA cybersecurity content.

Mr. Hamilton holds a Masters in Tax Accounting from the University of Alabama and practiced with both Deloitte & KPMG before moving into a business and industry roles including VP of Taxation, Treasurer and Chief Financial Officer.

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 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.

Learning Objectives

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.

Major Topics

Virtual CFO role overview Potential service models Virtual CFO readiness Outsourced bookkeeping vs. virtual CFO roles Ethical considerations Technology platforms

CPE Credits Available

4 CPE

4: Management Services

Things to Know About This Course

Course Level

Basic

Professional Area of Focus

Business / Corporate

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting and finance professionals interested in becoming a virtual/outsourced CFO or understanding more about the virtual/outsourced CFO role.