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The Evolving Role of the CFO

THE EVOLVING ROLE OF THE CFO

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 14, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As businesses grappled with the effects of the pandemic over the last year, CEOs found themselves leaning on the insight of their CFOs even more than before. Beyond overseeing the course of day-to-day accounting operations, finance leaders today are acting as important strategic partners, focusing on the business more widely. In playing this role, it’s important that CFOs and other senior finance leaders present financial reporting in a way that’s easy for those outside of the finance organization to understand and gain insight from. In this webinar, you’ll learn about the technologies senior finance leaders are using to present data in a compelling way and how technology has transformed the CFO function more generally. 

Learning Objectives:


  • Recognize the evolving role of the CFO within an organization 

  • Identify the key factors prompting this evolution to happen 

  • State key considerations for finance leaders managing teams in a constantly changing environment 

  • Express which technologies CFOs are using to manage their business operations and financial health 

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With over 30 years of financial and accounting experience, Robin has a passion for the efficiencies that new technologies enable and a dedication to growing businesses. Along with the KBS Team, they provide strategic guidance and system-based solutions to entrepreneurs.

Long before “cloud computing” was a mainstream term, Robin built KBS as a virtual organization. She takes this same thoughtful approach to establish efficiencies and solutions that fit the current business environment for her clients.

While her education, skills, and background are centered on finance, accounting, and technology, Robin and the KBS Team are proud to be innovative and solution-oriented for their clients. KBS CFO provides CFO, Controller, and the full spectrum of accounting department solutions and has developed niches with organizations that have more complex accounting needs. Industries served include manufacturing, contract manufacturing, craft distilleries and breweries, startups, eCommerce, professional service with project management, and general contracting industries.

Robin is an anticipatory, #FutureReadyCPA that provides advisory services to her clients while building sustainable, growing, profitable, and scalable businesses.

Robin has earned designations from the American Institute of Certified Public Accountants (AICPA), including Chartered Global Management Accountant (CGMA), Certified Information Technology Professional (CITP), and Certified Public Accountant (CPA). Recent certifications include Certified Intacct Service Provider, PlanGuru, Advisor, and Certified LivePlan Expert (LivePlan). Robin is an active member of the Maryland Association of CPAs (MACPA) and a frequent speaker on accounting technology trends and tools. Her expertise, coupled with decades of first-hand knowledge about the unique challenges faced by growing businesses, enables her to serve as your trusted strategic advisor. In 2019, Robin authored and is the subject matter expert for the first continuing education class offered by the AICPA for Virtual CFOs. She has also been interviewed for podcasts, including the Change Your Mindset podcast.

Prior to creating KBS CFO, over a 30 years career, Robin had the opportunity of leading the financial team or being a part of the financial team part for a variety of organizations from public accounting firms to manufacturers and trade associations.
 

About Our Presenter

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KBS CFO provides strategic, anticipatory CFO services with an eye towards supporting the development and sustainability of your business. Let us make sense of your financials and identify obstacles so you can focus on realizing your dreams.