Corporate Finance Series: The Rise of the Fractional CFO: Rethinking Finance Leadership
Overview
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The Rise of the Fractional CFO – Rethinking Finance Leadership examines how rapid technological change, automation, and artificial intelligence are redefining the role of finance professionals. As traditional corporate finance opportunities evolve, new models of flexible and strategic leadership are emerging to serve the growing small and midsize business (SMB) sector.
This course introduces participants to the Fractional CFO model — an innovative approach that enables experienced finance professionals to provide high-value strategic services across multiple organizations. Through case studies and structured discussion, participants will explore the competencies, technologies, and business practices required to succeed in this evolving professional landscape.
Highlights
Topics of discussion will include:
• The evolution of the CFO role in an AI-enabled economy
• The rise of fractional and portfolio-based finance leadership
• Strategic and operational needs of small and midsize businesses
• The “Seven Layers of a CFO” framework
• Leveraging AI for efficiency, insight, and value creation
• Building a fractional practice: client acquisition, marketing, pricing and engagement management
• Personal brand development for finance leaders
• Case studies and best practices from the field
Prerequisites
None
Designed For
This program is designed for senior financial executives including CFOs, controllers, finance directors, partners in CPA firms, and those aspiring to executive financial leadership roles
Objectives
Upon completion of this course, participants will be able to:
• Describe how technological disruption and AI are transforming finance leadership roles.
• Identify emerging opportunities for finance professionals within the fractional and outsourced services economy.
• Define the core skills, mindset, and capabilities required to operate effectively as a Fractional CFO.
• Evaluate how AI tools enhance the delivery of financial strategy, forecasting, and decision support.
• Outline the key elements involved in building and managing a fractional CFO practice.
• Apply frameworks and lessons learned from real-world client engagements to improve financial leadership effectiveness in SMB environments.
Preparation
None
Notice
Leader(s):
Leader Bios
Phil Nahajewski
Phil Nahajewski is a CFO with a strong track record spanning multi-billion-dollar companies, SMBs, internet startups, and non-profits. He specializes in scaling organizations the right way—driving sustainable financial performance while strengthening customer loyalty and employee engagement. His core expertise includes accounting, budgeting, billing, collections, ERP and BI implementations, financial planning and analysis, internal controls, supply chain, and treasury management. Phil also brings deep leadership capabilities in strategic planning, M&A, change management, project management, mentoring, and team development.
Phil joined the Florida CFO Group in 2019 and holds an MBA in Finance from the University of Detroit. He serves on multiple non-profit boards and actively volunteers in mentoring programs, including the Camaraderie Foundation, UCF’s College of Business, and the JA Academy of Entrepreneurship and Leadership.
Non-Member Price $245.00
Member Price $199.00