WATCH | Learning Workshop Series: Strategic Financials

You’re Invited to Watch a Virtual Experience with CEO Coaching International

Tues., July 8, 2025

9am PT / 12pm ET

zoom

WATCH TODAY
The best CEOs don’t just rely on finance for reporting. They use it as a strategic edge to scale faster, navigate uncertainty, and lead with confidence.
Watch our dynamic virtual CEOCI Learning Workshop: CEO Success: Transforming Your Finance Team Into a Strategic Weapon, recorded on Tuesday, July 8, 2025, at 9am PT / 12pm ET.
In this high-impact session, Scott Crawford, Partner at Preferred CFO and a nationally recognized speaker on financial strategy, shares how CEOs can shift their finance teams from backward-looking scorekeepers to forward-looking powerhouses. You’ll learn how to harness financial tools and leadership insights to gain clarity, agility, and momentum—whether you’re prepping for growth, raising capital, or planning an exit.
Watch the Top 5 Takeaways from the Session:
- The difference between controllers and CFOs: Controllers are historians focused on past data, while CFOs are forecasters who empower CEOs with forward-looking insight.
- The 6 essential tools every company needs: These include a 5-year forecast, 13-week cash flow, rolling 12-month forecast, accrual financials, 12-month budget, and budget-to-actuals reporting.
- Strategic financial planning fosters agility: Utilizing forecasting tools enables CEOs to make informed, confident decisions, which are crucial in today’s volatile market.
- Fractional CFOs can be powerful when right-sized: Companies as small as $5M in revenue can benefit from strategic financial leadership without needing a full-time hire.
- Your finance team must deliver insight, not just reports: If your CFO isn’t regularly bringing forward-looking recommendations and scenario planning, it may be time to level up your team or expectations.
Watch now to unlock a sharper, faster decision-making process with the right financial leadership behind you.
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