April 10, 2027

Webinar

2 CPE Credits

Webinar (CPA Crossings): Becoming a Fractional CFO: What to Do and How? 🗓️

April 10, 2027
Webinar
2 CPE Credits

Webinar (CPA Crossings): Becoming a Fractional CFO: What to Do and How? 🗓️

  • View Bio

    Instructor

    Don
    Minges

    View Bio

    Don Minges, MBA

    Bio

    Don Minges, MBA, is a fractional CFO who works in diverse industries at various stages. His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has experience raising equity and has invested equity into promising businesses. He has served on the Board of Directors for several firms. Don graduated with highest honors from the Fuqua School of Business at Duke. Don’s mission is to increase the value of the business to help leaders like you become more effective. His business is based in Charlotte, NC.

  • Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry
  • be prepared for this as a possibility. Many fractional CFOs do not execute their practice as they could, and that is why they are not very successful. This discussion includes over fifty (50) recommendations to strengthen your fractional CFO practice. What do clients typically need? Are you better as a solo practitioner or should you join a firm? How to manage the relationship(s)? Every effective organizations make plans and if you want a winning fractional CFO business, come join us and learn how. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

  • Identify the key attributes and skills that make a fractional CFO successful.
  • Lead and manage a fractional CFO practice.

Major Topics

The major topics that will be covered in this course include:

  • Do you have what it takes to be a successful fractional CFO?
    • Should you be a solo practitioner or join a larger firm?  1099 versus W2?
    • What skills are needed to be successful?
      • Sales, marketing, etc.
  • What are some of the ‘red flags’?
  • Typical assignments and issues a fractional CFO will likely encounter
  • The greatest opportunity for fractional CFOs?
  • Understanding your value

CPE Credits Available

2 CPE Credits
2
Finance

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Advisory Services
  • Business Management
  • Finance

Prerequisites

At least six (6) months of work experience in a professional accounting, finance or similar role and at least six (6) months of work experience communicating with clients, vendors, suppliers and others. This program is designed for more experienced professionals.

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Anyone considering becoming a fractional CFO and any organization contemplating entering into the fractional CFO business, e.g., Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, Board members, advisors, and Consultants.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 89 89
    Join

  • COCPA Non-Member

    $ 116 116
    Your Price

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