- Financial Close Assessment
-
- We really like this 10 question, simple survey used to calibrate where your financial closing process sits in the evolutionary value chain of financial processes. More importantly, we believe you will agree. This short Financial Close Assessment identifies how well your close is delivering value to your business. It will also provide you a roadmap to improving your close.
Join our Community of Member Scholars for tools, courses and exclusive content to develop your skills as a Chief Financial Officer.
Take Your Personalized CFO Readiness Survey by clicking the Take Assessment button below.
Take Assessment Watch Video- Why Your Procurement and Sales Team Must Work Together
-
- For many companies, the procurement department and the sales staff might as well speak different languages. After all, one group is busy working with vendors to buy raw materials while the other is working with customers to sell finished product; their job descriptions are so different they would seem to have nothing in common. These differences give the perception that by working together they won’t add much value to the business. In fact, it is these differences that make their collaboration so valuable for their companies.
- FInEx AmeriEuro Summit 2025 Summary
-
- In this summary from the FinEx AmeriEuro Summit Jess Dewell and Steve Rosvold recap messages from an All-Star cast of speakers who explored the dynamic world of finance with these themes; Talent (Dave Bookbinder, Julie Winkle Giulioni, Solange Charas and Stacy Colbert), Agile Finance (Andrew Lee, Paul Barnhurst, Dan Crumb and Jesper Hybholt Sorensen) , AI (Anna Tiomina, John Down, Nathan Bell and Glenn Hopper), Data & Analytics (Gary Cokins, Gianluca Bisceglie, Prashanth Southekal and Tobias Zwingmann) , Risk Management (Jurgen Feist, Aliyah Abdullah, Tiffany Couch and David Safeer) and The Evolving Role of the CFO (Andy Burrows, Michelle Kvello, Sue Rosen and Steve Rosvold)
Governance & Controls – structure and controls.
Transaction Recording – systems, transaction processing and closing the books.
Reporting - efficient, timely and accurate information for decision making and meeting compliance requirements.
Accounting
Business Planning - provide the financial roadmap for the company with supporting analytics.
Financial Forecasting - integrate the company’s current performance relative to budget with the real-time business environment.
Investment Analysis - the framework to analyze new opportunities as they present themselves.
Finance
Cash Management - the discipline to ensure cash is available to operate the business normally.
Funding - Planning for and raising funds to meet the needs of the business.
Risk Management – Identification and mitigation of key business risks.
Treasury
Self-Awareness - Internal.
Team Building - External.
Strategy & Culture – Motivate people to follow you.
Leadership
Four Pillars of Executive Expertise
CFO.University is built around the Four Pillars of CFO Success. These Pillars are supported with Core Competencies. Our framework allows you to master your role as a senior financial officer. The Four Pillars are made up of:
Accounting – Governance & Controls, Transaction Recording and Reporting
Finance – Business Planning, Financial Forecasting and Investment Analysis
Treasury – Cash Management, Funding (Capital Raising) and Risk Management
Leadership – Self Awareness, Team Building and Strategy & Culture
