CFO Series: The Choice to Exit: When and How to Leave

Overview

There comes a point in many careers where the work may still be getting done, but energy drops, growth slows, and the same frustrations repeat. The challenge is knowing whether this is temporary or a signal that it’s time to move on. This session focuses on helping professionals recognize the difference. Learn how to identify the warning signs of misalignment, evaluate whether staying is still beneficial, and avoid common traps such as comfort, fear, and over-commitment. We also provide a practical framework for planning an exit, including financial readiness, mental preparation, and professional positioning. The goal is to help you make the right decision.

Highlights

The major topics that will be covered in this course include:

• The risk of keeping a team member too long
• Knowing the difference between a difficult season, a team member that no longer fits, and a dead-end role
• Why successful professionals often stay too long
• Recognizing the hidden costs of staying
• Preparing financially and professionally before making a move
• How to leave without damaging relationships or your reputation
• Managing based on intentional, rational decisions instead of comfort

Prerequisites

At least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients or external clie

Designed For

Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more valu

Objectives

After attending this presentation, you will be able to...

• Identify early and late warning signs that it may be time to change roles
• Distinguishing between temporary frustration and long-term misalignment
• Recognize common reasons why professionals stay too long
• Evaluating the risks of staying versus leaving
• Develop a structured exit plan, including financial and professional considerations

Preparation

None