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Courses/Accounting & Tax/Skills for Accountants

Beyond Accounting: What It Takes to Become a CFO

Elevate your role from financial guardian to strategic dealmaker by mastering the complexities of M&A, valuation, and successful public offerings.

Created byAdam Mendlerworkspace_premium
4.9
(65 reviews)
BeginnerUpdated Jan 27, 2026
Beyond Accounting: What It Takes to Become a CFO

What You'll Learn

check_circleNavigate complex M&A deals and divestitures.
check_circlePrepare organizations for successful IPOs.
check_circleLead due diligence and transaction teams.
check_circleDrive cash flow to boost private equity returns.
check_circleLeverage AI to enhance financial strategy.

About This Course

In this course leadership expert Adam Mendler interviews veteran executive Bob McMullen to explore the evolution of the Chief Financial Officer from a guardian of the books to a strategic value creator. With a diverse background spanning the semiconductor industry, private equity, and his tenure as CFO of the WWE (formerly Titan Sports) during its transformation into a global media giant, McMullen offers a masterclass on navigating complex financial landscapes and leading high-growth organizations.

This course dives deep into the practical realities of dealmaking, offering a unique perspective on how financial leaders can drive operational success beyond the spreadsheet. McMullen shares his journey of leading multiple companies to IPOs and managing over 60 M&A transactions and divestitures. He discusses the critical importance of understanding business operations to impact financial statements, the nuances of working within Private Equity portfolios to maximize investor returns, and the necessity of adapting to technological shifts like Artificial Intelligence. Whether you are an aspiring CFO or a seasoned executive, this course provides actionable strategies for balancing risk, growth, and leadership.

By participating in this course, you will learn how to:

  • Transition from traditional accounting roles to becoming a strategic business partner and dealmaker.
  • Navigate the complexities of Private Equity, focusing on cash flow management and delivering returns on invested capital.
  • Apply the "Five Finger Rule" to quickly assess the strategic and tactical health of a business across different industries.
  • Implement Artificial Intelligence as a strategic "copilot" for productivity while maintaining data integrity and security.
  • Foster a culture of leadership and development by asking the right questions and building transparent, high-performing teams.
  • Manage rapid organizational growth and liquidity, drawing on real-world examples from the entertainment and technology sectors.

Your Instructors

Adam Mendler
Adam Mendler

Motivational & Leadership Speaker

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star1,631 reviews

Adam Mendler is a nationally recognized authority on leadership, renowned for his unique ability to deliver perspective-shifting insights shaped by interviewing more than 500 of America’s most successful leaders. The creator and host of the top-rated business and leadership podcast Thirty Minute Mentors, Adam regularly elicits insights from America's top CEOs, founders, athletes, celebrities, and political and military leaders. A keynote speaker to businesses, universities, and non-profit organizations, Adam has written extensively on business and leadership, having authored more than 70 articles published in major media outlets including Forbes, Inc., and HuffPost. A Los Angeles native and lifelong Angels fan, Adam teaches graduate-level courses on leadership at UCLA, serves on the board of UCLA’s Master of Applied Statistics & Data Science program, is an emeritus member of USC’s Board of Governors, and is an advisor to numerous companies and leaders.

Bob  McMullan
Bob McMullan

Global Financial Executive and Operating CFO

Bob McMullan is a global financial executive and seasoned CFO with decades of experience leading finance, operations, and growth across a wide range of industries, including media, technology, manufacturing, healthcare, and private equity. He previously served as CFO of Titan Sports, now known as WWE, and has played key roles in public company IPOs, M&A transactions, and private equity portfolio transformations, helping generate billions in shareholder value. Known for his operational mindset and strategic leadership, Bob brings a forward-looking approach to finance, with a strong focus on cash flow, execution, and the evolving role of technology and AI in modern organizations.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.9
Student's Choice
65 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.