ÂÜÀòÉç¹ÙÍø

Wipfli logo

Upcoming Events

July CFO Roundtable: The strategic benefits of a fractional CFO

7/24/2025 01:00 PM - 02:00 PM (CT)

Event Contact:

Name: Forrester Sey

Phone: 404.420.5720

Email: forrester.sey@wipfli.com


Join us for our first CFO Roundtable — a quarterly learning opportunity for chief financial officers, chief risk officers and other accounting leaders. This July, we’ll explore the strategic benefits of fractional CFO services for financial institutions.

As turnover and succession increase in CFO roles, it’s time to assess whether your institution could benefit from additional financial expertise. This session will examine what fractional CFOs can offer, from improved decision-making to cost efficiency, and explain which functions are best suited for outsourcing.

Our team will guide you through these topics to help you:

  • Understand the role of a fractional CFO: Learn how fractional CFOs support financial institutions through financial reporting, strategic planning and executive mentoring.
  • Recognize the strategic value of outsourcing: Discover how fractional services can enhance decision-making, improve investor relations and deliver cost-efficient, scalable and flexible solutions.  
  • Plan for leadership transitions: Explore strategies to preserve institutional knowledge and help ensure continuity during CFO or finance leadership transitions.

Who should attend?

This webinar is ideal for CFOs, CROs, controllers, finance and accounting professionals, and HR leaders in financial institutions.

Reserve your spot today to explore how fractional CFO support can help you build resilience and grow.

Speakers

Stephanie Suchla
Stephanie Suchla, CPA
Senior ÂÜÀòÉç¹ÙÍør
View Profile
Morgan Crowley
Morgan Crowley, CPA
Senior ÂÜÀòÉç¹ÙÍør
View Profile
Heidemann_Danielle
Danielle M. Damon, CIA
ÂÜÀòÉç¹ÙÍør
View Profile