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

1. The Road to CFO
CMA Leadership Conference - Vancouver, BC
Presented by Samuel Dergel
May 30, 2012

2. Ground rules
• Participate
• Conversation
• Networking

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. Questions for You!
• Where are you on the Road to CFO?
• Why are you here?
• What questions would you like answered?

5. Goals for today's conversation
Identify
• Where you are
• Where you want to go
• Your plan to get there

6. Do you really want to become a CFO?
Hot Seat
• Legislative Nightmares
• Sarbanes-Oxley / C-198
• Frank Dodd
• Target for Litigation

7. Roads to CFO
• Financial Reporting
• Operational Reporting
• Investment Banking

8. Differences
Different companies have
different CFO needs

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. 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. CFO Scale
• Who you know
• Leader
• Trustworthy
• Likeable

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. 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. CFO Relationship Map
© 2012 Samuel Dergel. All rights reserved.

15. Team
How important is the CFO’s
Team to their success?
• Personal examples?
• How can you best develop
your team?

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. Starting off on the right Foot
Planning your new career move is
critical for success!

18. Career
• Personal Branding
• Google
• LinkedIn
• Challenges as you go higher
include…

19. Is CFO the Last Stop?
CFOs can become
• CEOs
• COOs
• Board Members / Audit Committee
• Advisors
• Consultants

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. 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. 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