CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Self-Study

7 Habits of Effective CFOs

Examine enhanced CFO financial communication. Learn your role in the acquisitions process.

Individual
Teams

$29.00$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Personal Development
Course Level
Overview
Format
Self-Study

Course Description

The 7 Habits of Effective CFOs course discusses the top seven tasks that a chief financial officer should address in order to be as effective as possible. The suggestions cover a broad range of topics, including financial analysis, cutting back failing or substandard operations, bottleneck management, and how to deal with risk. The course also notes how these recommendations vary from the contents of a typical CFO job description. 7 Habits is specifically designed for the CFO who wants to improve his or her job performance.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Recognize the difference between being effective and efficient.
  • Describe how a CFO should communicate financially viable alternatives to others.
  • Recognize the risks associated with pruning current operations.
  • Specify the proper role of the CFO in the acquisition process.
  • Describe the essential components and requirements of an adequate cash forecasting system.
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Course Specifics

Course ID
7167001
Revision Date
June 3, 2025
Prerequisites

There are no prerequisites.

Advanced Preparation

None

Number of Pages
31

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …

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