Webinar

CFO Series: Execute Your Strategy -- Turn Plans Into Results

Organizations that execute a wise strategy succeed; others are executed in the market. Many organizations invest significant time in strategic planning but fall short when it comes to execution. According to McKinsey, most fail to properly execute their strategy. This session explores the critical transition from strategy to performance while challenging outdated planning models and myths. We often don't think of strategy in the same context of longer-term organizational projects, like ERP transitions or risk management. Why should you consider "killing" your current plan and building a new plan centered around financial performance? We'll dive into the reasons strategies fail, uncover the practical tools for bridging the planning-performance gap, and explore how strong financial integration enables strategy to succeed. We will review what works and what must be stopped immediately.

Major subjects

• The strategy-execution gap; common reasons why most strategic plans fail
• Why should financial planning lead strategy?
• Evaluating the lifespan and relevance of your strategic plan
• Building your strategy to include risk management
• Building an adaptive, finance-focused strategic approach
• What we should learn from the rise and fall of major companies
• How to align financial metrics with strategy

Learning objectives

• Analyze how and why most strategic plans fail
• Assess multiple possible solutions to execute a sound strategy
• Create a strategy that includes risk management

Who should take this program?

• Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry

Pricing

Standard Member Fee	$89.00
Standard Nonmember Fee	$89.00

Related programs

March 16, 2026 | Surgent's Understanding Non-Compete Agreements | Webinar

March 16, 2026 | Profitability Pricing: Boost Your Bottom Line | Webinar

March 16, 2026 | Top Employment Tools to Protect Your Business and Recommend to Business Clients | Webinar

March 17, 2026 | Surgent's The Accounting Leaders' Survival Guide: Strategies for Managing Organizational Change | Webinar

March 17, 2026 | The Successful Family Business | Webinar

Related products

Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization | Self-Study (On-Demand)

Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization | Self-Study (Downloadable PDF)

Surgent's CFOs as Leaders of Organizational Change: Driving Innovation and Navigating Economic Uncertainties -- Panel Discussion | Self-Study (On-Demand)

Surgent's Current Developments and Best Practices for Today's CFOs and Controllers | Self-Study (Downloadable PDF)

Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers | Self-Study (On-Demand)