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Concurrent Session Onsite and Online

CAN2307. CFO & Operations: Accounting Firm/Outsourced CFO

Accounting Firm/Outsourced CFO: This session is intended to explore the specific value prop that business owners are looking for when they hire an outsourced CFO in order to secure strong client relationships. We will also discuss how to properly approach, scope, and close a cannabis industry client. Finally, we'll provide advice on how to monitor and address scope creep.

Learning Objectives:

  • Identify the value proposition of an outsourced CFO from the business owner perspective.
  • Determine how to properly scope engagements and avoiding scope creep.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Overview
Prerequisites
For individuals at all organizational levels
Advanced Preparation
None
Session Tags
Cannabis