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Free CPE Webinar: Virtual CFO: What Does It Mean?

Published by Summit Marketing Team on Feb 22, 2023 1:20:55 PM

         Updated on March 08, 2023


Virtual CFO: What Does It Mean?


This webinar has already occurred
but you can catch the replay to the left.


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Have you ever wondered what the terms Fractional CFO services and Virtual CFO mean? In this webinar, ChristianWielagefrom PlanGuru is going to dive into what these terms mean, the services a Virtual CFO offers, how to market and sell these services, and much more. Don’t miss out on this opportunity to learn more about the advisory side of accounting.


In this free CPE webinar you will:

  • Discover what the terms Fractional CFO and Virtual CFO mean
  • Explore the types of services these positions might offer
  • Learn how you can begin offering Virtual CFO services to your clients


Who should attend:

  • Practicing accountants interested in learning about VCFO services
  • Firm owners unsure of how to implement VCFO services
  • CPAs exploring how to offer clients more value



Webinar Presenters



Chris Wielage


Adam Hale Summit CPA Group


Tom Wadelton - Summit CPA Group


Christian Wielage

CEO, PlanGuru

Adam Hale

Partner, Summit CPA Group, A Division of Anders CPAs + Advisors


Tom Wadelton

CPA - Virtual CFO at Summit CPA Group



Summit CPA Group I Accountant Community

Participants will earn 1 CPE Credit in the Business Management and

Organization field of study

Experience providing client services
Program Level:
Advanced Preparation:
Delivery Method:
Group Internet Based



Registration: RSVP to attend The CFO Community online meeting on the date listed above. Details for connecting to the meeting will be provided.

Refunds and Cancellations: There is no cost for this program so no refunds will be offered. For more information regarding refund, complaint, and/or cancellation, please contact our office at 314-492-4328

NASBA Sponsor Identification Number: 109352


Summit CPA Group 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. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.





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