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Preparing for a CFO Role

Total Credits: 1 including 1 Business Management & Organization - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry |  Practice Management
John L. Daly, MBA, CPA, CMA, CPIM
Course Levels:
1 Hour
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Preparing for a CFO Role

John L. Daly, Executive Education, Inc. 

Many accountants spend their early career trying to develop technical skills, yet a surprising proportion of public company Chief Financial Officers don't even have an accounting degree.  What does it take to become a CFO and be successful once you get there?  Whether you are early or late in your career, this session will provide valuable insights.  Come hear stories of a real world CFO’s successes and failures. 

Essential Skills for Financial Leaders Conference The world is changing and you need to keep up to date to advance in your career.  Come gain the insights of three financial veterans who will talk about the essential skills you need for the next 10 years. 

Basic Course Information

Learning Objectives
  • Understand how effective leaders build trust
  • Know how to best prepare yourself to become a CFO
  • Learn tips that will help you project cash flow weeks, months or years into the future. 
  • Hear three financial veterans discuss the skills that will be necessary for the next 10 years. 

Major Subjects
  • Why building trust is essential
  • How trusting relationships makes us more effective
  • Steps to build trust
  • The surprising backgrounds of CFOs
  • Non-technical skills you need to be a CFO
  • How to improve your skills every day
  • How to gain better control over cash flow
  • Techniques to project sort terms cash flows
  • Techniques for projecting cash beyond the next quarter
  • Recent trends in financial management
  • Insights from the COVID crisis
  • Skills you’ll need for tomorrow

Course Materials


John L. Daly, MBA, CPA, CMA, CPIM's Profile

John L. Daly, MBA, CPA, CMA, CPIM Related seminars and products

John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development.  He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal.  John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer.  He is the author of "Pricing for Profitability", published by Wiley and Sons and a novel, "Tool & Die".


Fri, Aug 19, 2022 - 11:00am to 12:01pm CDT
Tue, Sep 06, 2022 - 01:00pm to 02:01pm CDT
Fri, Sep 23, 2022 - 03:00pm to 04:01pm CDT
Wed, Oct 05, 2022 - 09:00am to 10:01am CDT
Thu, Oct 13, 2022 - 11:00am to 12:01pm CDT
Fri, Nov 04, 2022 - 01:00pm to 02:01pm CDT
Wed, Nov 16, 2022 - 03:00pm to 04:01pm CST
Wed, Dec 07, 2022 - 09:00am to 10:01am CST
Fri, Dec 16, 2022 - 11:00am to 12:01pm CST
Sat, Dec 17, 2022 - 10:00am to 11:01am CST
Tue, Dec 27, 2022 - 06:00pm to 07:01pm CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Course Developer Don Minges, John L. Daly, Richard Karwic
Designed For All Financial Leaders
Yellow Book No
Original Recording Date 12/18/2020
Date Added to Catalog 10/09/2020

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.5

Total Reviews: 53


William T

"Great presentation. Kept me listening the entire course. Thank you!"

Taehoon K

"Great Course"

Robert B

"Excellent and insightful, first webinar ever that I wish would not end so soon. Thanks Mr. Daly"

Denise G - Albany, New York

"Excellent class and thought provoking!"

Douglas M

"I just finished my second class with John and look forward to taking more. Very informative and personable."

Gwendolyn J

"The course sparked many thoughts regarding my career ambitions. I excel at the 'accounting' focus tasks. I appreciated the suggestions on 360 hours of CE and focusing on other skills. What really pulled this presentation together for me was the last 5 minutes. I have ambitions to reach the role of CFO and be successful. But, there's nothing more important to me than finding the pace at which I reach that goal and still finding time for OUTSIDE work. Thank you for that plug."

Alesia D

"Thank you for the recommended reading material."

David K

"Love John. Let's have more of him."

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