May 20, 2026


Live Webcast


4 CPE Credits

Corporate Finance Series: The Rise of the Fractional CFO: Rethinking Finance Leadership (in collaboration with FICPA)

May 20, 2026
Live Webcast
4 CPE Credits

Corporate Finance Series: The Rise of the Fractional CFO: Rethinking Finance Leadership (in collaboration with FICPA)

Learning Objectives

  • Describe how technological disruption and AI are transforming finance leadership roles.
  • Identify emerging opportunities for finance professionals within the fractional and outsourced services economy.
  • Define the core skills, mindset, and capabilities required to operate effectively as a Fractional CFO.
  • Evaluate how AI tools enhance the delivery of financial strategy, forecasting, and decision support.
  • Outline the key elements involved in building and managing a fractional CFO practice.
  • Apply frameworks and lessons learned from real-world client engagements to improve financial leadership effectiveness in SMB environments.

Major Topics

• The evolution of the CFO role in an AI-enabled economy
• The rise of fractional and portfolio-based finance leadership
• Strategic and operational needs of small and midsize businesses
• The “Seven Layers of a CFO” framework
• Leveraging AI for efficiency, insight, and value creation
• Building a fractional practice: client acquisition, marketing, pricing and engagement management
• Personal brand development for finance leaders
• Case studies and best practices from the field


Sponsors

CPE Credits Available

4 CPE Credits
2
Personal Development
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Leadership

Prerequisites

None

Advanced Preparation

None

Intended Audience

This program is designed for senior financial executives including CFOs, controllers, finance directors, partners in CPA firms, and those aspiring to executive financial leadership roles

Provider

*Maryland

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