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The Voca Center
Financial Management for Key Financial Officers: Individual
Coach: Steve Jorgensen
What to expect:
Ideal for Head Financial officer of an organization, especially when they are inexperienced,recently promoted, or lack a non-profit financial management background.
Coach will work with the client to assess their strengths and weaknesses as the CFOresponsible for managing the organization’s finances.
Client will develop a self-improvement plan for their skills in managing the finances.
Coach will review the organization’s current financial reports with the CFO and CEO, making recommendations as to ways that they could be improved (as needed).
Coach will work with the CFO and CEO to establish reasonable expectations for their ongoing communications and reporting.
Monitoring of progress.
Several initial meetings followed by monthly calls to monitor progress.
Development of a self-improvement plan for CFO and his/her finance team.
Development of a clear agreement of expectations and communications between the CFO and the CEO.
Improved financial management skills for the CFO will be developed.
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