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On the Road to CFO - Presentation at CMA Leadership Conference, May 2012

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Using tools from my CFO Coaching kit, I will guide the audience to understand what it will take them to grow into a strategic and valuable CFO.

Attendees will learn to:

Identify the key relationships necessary for CFO Success
Apply the key steps on the ladder to the CFO role
Add value to their employer as they grow into the CFO role

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On the Road to CFO - Presentation at CMA Leadership Conference, May 2012

  1. 1. The Road to CFO CMA Leadership Conference - Vancouver, BC Presented by Samuel Dergel May 30, 2012
  2. 2. Ground rules • Participate • Conversation • Networking
  3. 3. Objectives Using tools from my CFO Coaching kit, I will guide you to understand what it will take to grow into a strategic and valuable CFO. You will learn to: • Identify the key relationships necessary for CFO Success • Apply the key steps on the ladder to the CFO role • Add value to their employer as they grow into the CFO role
  4. 4. Questions for You! • Where are you on the Road to CFO? • Why are you here? • What questions would you like answered?
  5. 5. Goals for today's conversation Identify • Where you are • Where you want to go • Your plan to get there
  6. 6. Do you really want to become a CFO? Hot Seat • Legislative Nightmares • Sarbanes-Oxley / C-198 • Frank Dodd • Target for Litigation
  7. 7. Roads to CFO • Financial Reporting • Operational Reporting • Investment Banking
  8. 8. Differences Different companies have different CFO needs
  9. 9. Types of CFOs Organization Type Operational CFO Reporting CFO Financing CFO Large – Public Large – Private Small/Medium – Public Small/Medium – Private Venture Capital / Private Equity Subsidiary Non Profit / Government Rating: 1 = Most Important / 3 = Least Important
  10. 10. CFO Challenges Challenge for each CFO is • How to become the well-rounded CFO • Each type needs to continue to grow • Move beyond comfort zone.
  11. 11. CFO Scale • Who you know • Leader • Trustworthy • Likeable
  12. 12. Core skill development areas • Relationships • Politics • Networking • Management • Presentation skills • Negotiation skills (not just about costs) • Strategic / business skills and experience • Management & Development of Team
  13. 13. Strengths Strengths Based Leadership What are your Strengths? • Focus on your strengths What are the Strengths of your Team? • Build Team based on supportive and complementary Strengths
  14. 14. CFO Relationship Map © 2012 Samuel Dergel. All rights reserved.
  15. 15. Team How important is the CFO’s Team to their success? • Personal examples? • How can you best develop your team?
  16. 16. Coaching / Mentoring The Lonely CFO When things go right (or wrong) • Who can you speak with? • Difference between a Coach & Mentor? • Is this necessary for CFO Success?
  17. 17. Starting off on the right Foot Planning your new career move is critical for success!
  18. 18. Career • Personal Branding • Google • LinkedIn • Challenges as you go higher include…
  19. 19. Is CFO the Last Stop? CFOs can become • CEOs • COOs • Board Members / Audit Committee • Advisors • Consultants
  20. 20. Have you accomplished Objectives? Can you • Identify the key relationships necessary for CFO Success ? • Apply the key steps on the ladder to the CFO role? • Add value to your employer as you grow into the CFO role?
  21. 21. Tools Web Sites • Samuel’s CFO Blog (blog.dergelcfo.com) • Cindy Kraft – CFO Coach (www.cfo-coach.com) • Proformative (www.proformative.com) • CFO Journal – Wall Street Journal • SmartBrief for CFOs • CFO.com
  22. 22. You can always reach me Samuel Dergel Executive Search Consultant & Executive Coach to CFOs Email: s.dergel@stantonchase.com Phone: (415) 738-2070 LinkedIn: http://www.linkedin.com/in/samueldergel Web: http://blog.dergelcfo.com

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