Coaching Programs

Strategic CFO™ provides different coaching programs to address your needs. Whether you need to develop leadership skills, get trained, understand the numbers, or plan for the future, we have designed the coaching program for you. Read the following descriptions about our coaching programs. If there is something you do not see, then please click here and let us know what you need.

Upcoming Coaching Programs

Financial Leadership Workshop

The Art of The CFO® Series

March 28th-31st

9:00 am – 5:00 pm

June 14th-17th

9:00 am – 5:00 pm

Sept. 13th-16th

9:00 am – 5:00 pm

Dec. 6th-9th

9:00 am – 5:00 pm

Financial Leadership Workshop
$ 4,000 per participant
  • 50% deposit required
  • Location: The Strategic CFO’s office in Houston, Texas, a location of your choice, or virtual

Upon Request

From Operations to P&L Leader Workshop Series Upon Request
$ 4,000 per participant
  • 50% deposit required
  • Location: The Strategic CFO’s office in Houston, Texas, a location of your choice, or virtual
The Strategic CFO Coaching Programs
Financial Leadership Workshop

We’ve created our 4-day workshop the Financial Leadership Workshop to develop financial leadership skills, convert you from a numbers cruncher to a strategic value driver, and give you the tools you need to be a trusted advisor! Offered at our home office in Houston, Texas, in a small classroom style setting, virtually, or one-on-one, we will be walking you through our tools, processes, and procedures.

CEO Leadership Workshop

In our 2-day CEO Leadership Workshop, CEOs, entrepreneurs, and business owners will develop financial leadership and improve profits and cash flow in their business. This program helps those that do not have an accounting/finance background. When you take this course, you will not be afraid of those numbers again!

From Operations to P&L Leader Workshop

Oftentimes, a sales or operations person gets put into a position where they now have to monitor the profits and cash flow of their division. Instead, train those promoted in our From Operations to P&L Leader Workshop to financial lead their department or division before.

Strategic Planning Workshop

Experiencing change in your company or industry? Wanting to prepare for the next challenge? Or do you need team building centered around strategic planning? Bring your team together for a 1-day Strategic Planning Workshop where we will walk you through the opportunities, threats, weaknesses, and strengths of this next venture/quarter/season/etc.

One-on-One Coaching Programs

Sometimes, we find ourselves in unique positions and need help navigating through them. After many clients requested a personalized or customized Financial Leadership Workshop to suit their needs, we developed our One-on-One Coaching Program.

Financial Leadership Workshop Self Study

If getting to Houston for one of our coaching programs is impossible or you live in another country, then you’re in luck. We are bringing our coaching programs online! In a small setting, we will be walking you through our tools, processes, and workshops on how to create success through financial leaders. If you’re interested in the Financial Leadership Workshop Self Study – our online coaching program – then click the button to learn more.

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