Strategic CFO Participants

Operating across the enterprise, division, or start-up requires a CFO with special skills recognized and trusted by both colleagues and board members – most of all, your CEO. The CFO who can make good business decisions that increase shareholder value is always the best choice to lead programs, forecasts, or even the organization. For that reason, IBC is offering a 2 day workshop to Senior Financial Professionals with 18 CPE seeking to become strategic business partners to the CEO and line management.

The Strategic CFO is a workshop by operations professionals for operations professionals. It includes a series of modules providing action-based learning experiences through a combination of lecture, group activity, and projects. Continuous learning opportunities after the workshop will be provided through on-going roundtable discussions. This intensive, in-person workshop guides you through an established strategic framework. By using current business problems and real-world examples, the workshop enables you to:

Attain comprehensive skills to internalize business needs and fulfill your potential as strategic leaders.

Develop the potential to advance your careers by learning how to to manage across the enterprise including: operations, strategic objectives, financials, and organizational frameworks.

Develop the ability to create a superior customer journey, a great place to work, and outstanding return on investment for shareholders.

Now is the time to augment your skills as a trusted advisor and be the logical choice for the next assignment from your CEO.

Strategic CFO Digital Badge

Digital Badge awarded upon completion!

Praise for The Strategic CFO

I had the honor to attend the Strategic CFO in 2018 and very much appreciated Julie Cavanna-Jerbic’s instructions and coaching. It was a great program with focus groups of experienced VP of finance, controllers, and CFOs who bring diversified perspectives to the group discussions. The workshop has a good combination of frameworks, case studies, and group discussions which are very interactive. I found the workshop is so much more beneficial than going to a general conference or mixer. I would recommend this workshop to any seasoned financial leader who is seeking to be a strategic CFO. Julie also went beyond the workshops and worked with me on personal career coaching sessions, which I benefited from tremendously.

I was energized and excited to bring back the practical knowledge that Julie Cavanna-Jerbic brought to the Strategic CFO workshop, specifically how to be an effective leader across the organization. Julie Cavanna-Jerbic provided excellent instruction in conveying leadership concepts for want to be CFOs and then reinforcing with practical examples from her real world experiences as a C-Suite Executive. Julie Cavanna-Jerbic’s instruction and coaching provided me a great value in attending the Strategic CFO workshop. I only wish that I had attended 10 years earlier in my career.

The Strategic CFO course offered significant value. The career experiences of Julie Cavanna-Jerbic as a C-suite executive informed and strengthened her materials and coaching. Her high level of knowledge and the real-life scenarios she invited us to grapple with in the course developed my ability to be a strategic thought partner with my CEO and prepared me to lead across the enterprise. After this course, I am empowered as a trusted advisor. Julie, let me express my appreciation to you and FEISV as the co-Sponsor.

The Strategic CFO is a well-structured course and provides a good overview of concepts to be applied to various situations and challenges as the CFO is viewed as a trusted advisor that needs to look beyond the financial numbers. Julie Cavanna-Jerbic is an effective instructor and helped us learn how to apply the concept of managing across the enterprise to various issues and challenges. Highly recommend the course to anyone aspiring to be a Strategic CFO!

On a daily basis, I am asked to manage through influence and across a large enterprise to accomplish goals and objectives. By attending The Strategic CFO specifically with Julie Cavanna-Jerbic’s instructions and coaching I feel better equipped to face those demands by looking at the total company objectives in a new way. I now pride myself on becoming a trusted advisor and leading across the organization with an eye toward achieve results as a team. In the technology industry, the product / software is always priority one. Making everything flow smoothly behind the scenes and leading for results in a collaborative way is one of the cornerstones of Julie’s course! Thank you for a terrific learning experience.