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Becoming a Fractional CFO: What to Do and How?

If you have questions about this event, please call us at 952-831-2707.

Wednesday, Aug. 12, 2026
Noon-2 p.m. Central
2 CPE (2 technical)

Course code: 26WX-2927
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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 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.

Major subjects

  • 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

Learning objectives

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

Who should take this program?

  • 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.

Pricing

Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00
Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Don Minges, MBA
Location Online
Area
of study
Management
Field(s)
of study
Finance - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. 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 profes
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.