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CFO Program Summary

Core Content

The CFO Program by Deloitte is a comprehensive initiative designed to support CFOs and aspiring finance leaders in navigating the evolving demands of their roles. It offers a range of programs and resources tailored to enhance leadership, communication, and strategic decision-making skills, while also fostering professional growth and networking opportunities.

Main Programs and Key Features

1. Next Generation CFO Academy

• Objective: Prepare high-potential finance executives for future CFO roles.
• Structure: A three-day immersive experience with a curriculum focused on leadership, influence, and competence.
• Participants: Nominated by current CFOs.
• Location: Held semiannually at Deloitte University in Westlake, Texas.
• Benefits:
  • Experiential learning exercises.
  • Insights from C-suite executives, analysts, and Deloitte specialists.
  • Networking with peers across industries and geographies.
  • Creation of an 180-day work plan with actionable milestones.

2. Finance Leadership Program™

• Objective: Help finance executives advance their leadership, communication, and decision-making skills.
• Format: Local programs held in various cities, ranging from single days to multi-session formats over a year.
• Content:
  • Leadership development.
  • Insights from local CFOs, board members, and Deloitte specialists.
  • Topics include M&A, talent, technology, tax, and more.
• Customization: Tailored to the organization's specific vision and priorities.

3. CFO Transition Lab™

• Objective: Assist newly appointed CFOs in transitioning smoothly into their roles.
• Format: One-day intensive experience.
• Agenda:
  • Define and communicate priorities.
  • Assess and develop a talent strategy.
  • Understand and influence key stakeholders.
  • Frame concrete actions to achieve priorities.
• Focus Areas:
  • Personal and organizational time management.
  • Talent development within the finance organization.
  • Stakeholder relationship management.

4. CFO Forums

• Objective: Provide a platform for CFOs to network, share insights, and discuss pressing issues.
• Format: Held in multiple cities, with agendas set by CFOs themselves.
• Topics Covered:
  • Technology disruption, global economy, tax changes, risk management, compliance, finance talent, and more.
• Benefits:
  • Peer-to-peer networking.
  • Real-time exchange of best practices.
  • Exclusive access to thought leaders and industry experts.

5. CFO Vision™

• Objective: An annual immersive experience for a select group of CFOs to explore strategic and political issues.
• Format: Two-day event, previously held in Silicon Valley and Washington, DC.
• Content:
  • Plenary speakers and panel discussions on global capital markets, regulatory policies, and economic outlook.
  • Breakout sessions for peer-to-peer conversations on industry-specific challenges.
• Notable Speakers: Peyton Manning, Alan Greenspan, Condoleezza Rice, Malcolm Gladwell, etc.

6. CFO Signals™

• Objective: Track and report on the perspectives and priorities of CFOs from large, influential companies.
• Frequency: Quarterly survey.
• Focus Areas:
  • Business environment.
  • Company and finance priorities.
  • Personal priorities.
• Coverage: Includes insights on topics like digital finance, global economic developments, and capital allocation.

7. CFO Insights

• Objective: A biweekly publication addressing the challenges and opportunities facing finance executives.
• Content: Includes practical advice, industry-specific insights, and thought leadership.
• Recent Topics:
  • Solving the succession paradox.
  • Blockchain in finance.
  • Extended enterprise risk.
  • Cloud computing.
  • Capital allocation.

8. CFO Journal

• Objective: A standalone online publication offering exclusive content for CFOs.
• Content: Includes interviews, analyses, and real-time alerts.
• Exclusive Features:
  • Interviews with women CFOs.
  • Deloitte insights and analyses.
  • Daily newsletter (Morning Ledger).
• Note: The Wall Street Journal is not involved in the creation of Deloitte content.

9. CFO Lens™

• Objective: A digital hub for CFO Program content, offering a centralized platform for finance leaders.
• Features:
  • Insightful content from Deloitte member firms.
  • Personalized event agendas.
  • Exclusive survey tools.
  • Customizable article feeds and multi-language support.

10. Women Executives in Finance

• Objective: Support the development and networking of women in finance leadership.
• Activities:
  • Research on the shortage of women in leadership roles.
  • Networking events with Next Generation CFO Academy and Finance Leadership Program participants.
  • Exclusive receptions at CFO Vision.
  • Thought-provoking discussions in CFO Insights and CFO Lens.

Key Information

• Target Audience: Current and aspiring CFOs, finance executives, and women leaders in finance.
• Resources Offered: A variety of programs, including academies, transition labs, forums, and publications.
• Global Reach: Deloitte operates in over 150 countries and serves four out of five Fortune Global 500 companies.
• Contact Information:
  • Sanford A. Cockrell III: National Managing Partner, CFO Program.
  • Moe Qualander: Principal and Leader, CFO Program Center of Excellence.
  • Dr. Ajit Kambil: Global Leader, CFO Program.
  • Carol Larson: Senior Client Partner, Women Executives in Finance.

Conclusion

The CFO Program by Deloitte is a strategic and comprehensive initiative aimed at empowering finance leaders to meet the challenges of a rapidly evolving business landscape. It offers a unique blend of education, networking, and real-time insights to help CFOs grow, lead, and adapt effectively.