The Fractional CFO and Advisory Mastermind & Community

You are strongly encouraged not to miss live sessions, as a great part of the experience is both the live-reveals and the participant interaction.

In other words, you get to:

• learn in real-time
• apply in real-time, and
• reflect in real time

Yes, sessions are recorded and you can go through them on your own, but learning may be more limited.

We meet for 3-4 hours each session. It is intentionally spaced out over a number of days and weeks so you can work your schedule around it.

There is occasional pre-work and post-session work but it is minimal.

We offer more than a dozen training programs and immersive development experiences across a wide range of finance and accounting topics.

Here are the other programs Carl offers in partnership with Maven.

Here is Amy's CAS workshop

This program is intentionally designed for professionals who want to get into either Fractional CFO or Advisory.

The term CFO is a decades-old term and a traditional one that most business people are familiar with.

FP&A is a newer term that applies to many of the duties and responsibilities within the Office of the CFO.

While fractional CFO work is seen as very senior, fractional FP&A work is often seen as high-value services within the same suite of work.

We meet live on Zoom for 3-4 hours each session.

Each session consists of 1-2 modules. Each module ties into prior and future modules, so it is vital to try to avoid missing classes.

The structure of the session begins with an intro, a tie-in to real examples, exercises, discussion, and reflections.

Prerequisites for the course include the following:

• You should have a basic-to-intermediate understanding of Microsoft Excel
• You should have a current version (2016 or later) of Microsoft Excel, ideally (though not necessary) on a PC.
• You should have at least an intermediate understanding of accounting and finance concepts.

My promise to you is you will leave this course far more prepared to succeed in your finance or accounting role.

Whether you intend start your own advisory business or upskill within your current employment, you will have requisite skills, files, and experience.

Building and growing a successful practice depends on your ability to execute.

No, and if anyone does, you should be skeptical.

Everyone who attends this course will have different backgrounds, experience, and aspirations which means they have different business models.

I will share with you my techniques, tools, and processes that you can leverage to help build the career you envision.

Yes, it qualifies for 21 CPE credits (3 credit hours per session)

We are 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.

You will be expected to have a working computer with a webcam, microphone, and reliable internet connection.

You will benefit from having general business knowledge.

Beginner, Intermediate, and Advanced.

Technical acumen is not required for participation in this program which means a deep understanding of financial and accounting times does not apply.

We will be discussing advanced concepts so experience in business, practice management, marketing, and Excel will be helpful.

Other masterminds are largely focused on asynchronous content, large numbers of attendees, and business development. They focus more on building Fractional CFO firms from the viewpoint of a CEO.

This mastermind is nothing like that. We focus on client service, technical acumen, technology, marketing, branding and more.