Vistage Elite Sponsor | Preferred CFO
Supporting Vistage With High-Level, Strategic Outsourced CFO Resources, Consultations, & Services Request a Free ConsultationPro Bono Services & Offerings to Vistage Members & Chairs
Preferred CFO is honored to be an Vistage Elite Sponsor. We provide several pro bono speaking & consultative offerings to provide immediate and long-term benefits to Vistage Chairs & Members.
To see which benefits we offer, select the button below that best reflects your relationship with Vistage.
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Vistage Chairs & Best Practice Chairs
Strategic CFO Financial Workshop
This 60–75-minute workshop explores financial insights aimed at helping CEOs and business leaders make more informed, confident, & successful business decisions.
Workshop title: “Turn on the Headlights”
- 60-75 minutes, including ample Q&A
- Designed for CE & Small Business Groups
- Provided pro bono to active Vistage Chairs
Takeaways include:
- What are forward-facing financials & how can they transform strategy & success?
- Evaluating your financial team to ensure you have all the right players in all the right positions.
- Understand the roles and differences between Bookkeeper, CPA, Controller and CFO.
- The 6 essential financial tools every CEO should have access to and be familiar with.
- Critical analytical tools to improve profitability, identify challenges and opportunities, and improve an exit.
What Vistage Chairs & BPCs are Saying...
“Great presentation. Very well done. One of the best presentations I have seen in quite a while.”
– Vistage SB Group Chair
What Vistage Chairs & BPCs are Saying...
– Vistage CE Group Chair
What Vistage Chairs & BPCs are Saying...
What Vistage Chairs & BPCs are Saying...
What Vistage Chairs & BPCs are Saying...
What Vistage Chairs & BPCs are Saying...
What Vistage Chairs & BPCs are Saying...
What Vistage Chairs & BPCs are Saying...
What Vistage Chairs & BPCs are Saying...
What Vistage Chairs & BPCs are Saying...
What Vistage Chairs & BPCs are Saying...
What Vistage Chairs & BPCs are Saying...
Best Practice Chairs (BPC)
Speaker Showcase
Preferred CFO offers a 20-30 minute Speaker Showcase to help you to introduce the Strategic CFO Financial Workshop to the Chairs in your VCG.
Vistage Members: Free Strategic CFO Consultation
Upon referral from a Vistage Chair, Preferred CFO offers Vistage members a free consultation with an industry-leading CFO to discuss specific or general financial concerns and/or provide financial system evaluation and improvement recommendations.
During this consultation, we can help evaluate:
- Athletic position. How empowered are you to handle challenges or take advantage of opportunities?
- Financial systems & staff. Do you have the financial tools and team in place to make the best decisions for your company?
- Cash management practices. How long is your cash runway and what improvements can you make to your cash management for improved cash flow?
- & more
About Preferred CFO
Preferred CFO is a national high-level strategic outsourced CFO firm. While we’re experts in historical financials, the most impactful strategy we bring to organizations is implementing a higher level of forecasting and strategy to scale and accelerate growth, optimize resources, overcome obstacles, and maximize shareholder value.
Why we Support Vistage:
- We have found that a CEO who is a Vistage member, already has an attitude towards improvement and is not satisfied with the status quo. They are the dynamic small and midsize business leaders, who are striving to learn what they did not previously know. They seek the most effective approach to achieve better results, grow their companies faster and maximize their impact as a leader.
- Every company needs the strategic forward looking financial vision of a CFO, however most small and many midsize businesses cannot afford, and do not need, a full-time CFO. By experience we know that the fractional CFO model, and Preferred CFO’s top-of-class CFO strategic financial deliverables, are most beneficial and valuable to the small and midsized companies that make up the majority of the Vistage groups.
- We support Vistage in all their efforts to build better leaders and stronger companies.
