7 Habits of Effective CFOs

1 Credits: Personal Development


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7 Habits of Effective CFOs

Course Level
CPE Credits

1 Credits: Personal Development

Course Description

Before enrolling in this course, CFOs might find themselves confined to traditional financial management tasks, often missing out on broader strategic roles that could significantly impact their organizations.

After completing The 7 Habits of Effective CFOs, participants will experience a paradigm shift in their approach to the CFO role. This course acts as a bridge, transitioning CFOs from traditional financial management to a more holistic and strategic role. It equips them with the skills to identify and address operational inefficiencies, manage bottlenecks effectively, and communicate financial strategies persuasively. Participants will emerge from this course not only as efficient financial managers but as strategic leaders capable of driving their organizations towards greater success and sustainability.

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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
Revision Date
August 8, 2022

There are no prerequisites.

Advanced Preparation


Number of Pages

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 …