Events
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From Finance Leader to Executive Leader: Developing Your CFO Playbook
The demands on today’s CFO are relentless, but the most effective finance leaders don’t have fewer demands; they handle them better. As the role grows from running the numbers to leading the enterprise, success depends less on technical expertise and more on how you lead yourself, your team, and your organization. This fast-paced, interactive 45-minute virtual session will give CFOs and aspiring finance leaders practical tools, quick self-assessments, and proven strategies. You will learn to work at the top of your license, build high-performing teams, prioritize ruthlessly, and lead with greater confidence and impact. You will leave with clear, actionable commitments you can carry out the very next morning.
Learning Objectives
- Separate the decisions only the CFO should own from those to delegate, using two lenses: “top of your license” and “revolving-door vs. one-way-door” decisions.
- Write a personal leadership brand statement and pick one renewal practice that sustains executive endurance.
- Rate your team’s current and desired levels of teamness and confidence, and use the two-step on-the-fly coaching approach (Spot It, Share It).
- Tell signal from noise in their workload and diagnose what’s missing when a change initiative stalls.
- Commit to one action each at the Self, Team, and Organization levels, with a first step for tomorrow morning.
Speaker:
Daniel Stewart is President of Stewart Leadership, a leadership development and organizational consulting firm that helps senior leaders and their teams deliver business and people results. He leads the firm’s global consulting, coaching, and training practice with over 60 consultants and coaches. For nearly two decades, Daniel has advised executives in many industries, including manufacturing, aerospace and defense, financial services, healthcare, retail, and the public sector. His work covers executive coaching, team development, change management, organizational design, and strategic planning. He has a particular focus on helping functional leaders, including CFOs, grow into enterprise executives.
Daniel co-authored LEAD NOW! A Personal Leadership Coaching Guide for Results-Driven Leaders, winner of First Place in the National Indie Excellence Book Awards for leadership. He has also written for Fast Company, Executive Excellence, Practicing OD, and HR.com. He holds a BA in International Relations from Brigham Young University and a master’s degree in Organizational Communication from the University of Colorado Boulder, where he taught leadership and team development.
Event Details:
Thursday, November 12, 2026
11:45 pm – 1:15 pm
Free
Virtual
Registration closes at 6 pm the day before the event.
CPE Credits
One (1.0) CPE credit available. Field of Study: TBA
FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.NASBARegistry.org.
Tickets
$0.00 Chapter Member
$0.00 Chapter Partner
$25.00 Other FEI Chapter
$25.00 Non-Member
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