February 14, 2022 12:30pm – 4:00pm Map & Directions 602-252-4144

Webcast: Change the way you Work: Success as a Virtual CFO (12:30-4)


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.


ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time



Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):


  • 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.

Course Level



AICPA More With This Vendor

Designed For

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



Event Leaders

Lindell, James T.

Rating: 4.58

James T. Lindell, CPA, MBA is the president of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. He has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Lindell has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 40 M & A projects. He is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. Lindell is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPA's and a member of FEI (Financial Executives Institute). Lindell is also a faculty member of the American Management Association and the Center for Professional Education. He is the author of the AICPA course "AICPA's Annual Update for Controllers" and a contributing author of the AICPA course "The Fast Close, Soft Close, Virtual Close? Now Days not Weeks".

James Lindell is a recipient of the AICPA 2014 Outstanding Discussion Leader Award

More With Lindell, James T.


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

Related Courses