A Professional Community of Member Scholars, Companies and Trusted Advisors committed to the development of Chief Financial Officers

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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.

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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.

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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.

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Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

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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

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Newsletter (The Balanced Digest)

The most up to date and relevant accounting, finance, treasury and leadership headlines all in one place.

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Forum (CFO Insights)

Bringing the learning needs of our Member-Scholars directly in contact with thought leaders from CFO.UNIVERSITY Staff, Affiliates and other Member-Scholars.

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Practical Learning

Practical, real world subject matter that you can immediately convert to value for your company and your career is the basis for our CFO-centric learning model


Our Supply Chain Risk Assessment to gives you a quick take on how developed your Supply Chain Risk Management System is.

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Short Form AFT Assessment

The CFO.University’s Short Form AFT Assessment is derived from the assessment tool created by KRM Business Solutions described below.

KRM Business Solutions developed an assessment tool to guide our clients in the development of their CFO suite.

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Finding and Maximizing the True Value of Intellectual Property

Is intellectual property important? Does it have value? Learn how you as a financial professional can find and maximize the value of your company’s IP. - TJ Romano, Intellectual Property Attorney

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TJ Romano

Innovating Your CFO Activities

Innovating the Accounting, Finance and Treasury (AFT) Functions

Double entry bookkeeping is a concept that is over 500 years old. You might ask, “What can we learn about innovation from an industry that old?”

A seminar conducted by KRM and the endersgroup at a Vancouver company focused on innovating AFT activities. The seminar provided a great example of an AFT team that is taking the lead in building an innovative culture at their company. They are doing this by making step function improvements in their AFT processes.

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Albrecht Enders

Steve Rosvold

How to Get It Done

Among the leaders I work with—all very senior and all deeply experienced—nearly all bemoan (in their own ways) how “long everything takes.”

SPEED BUMP: It doesn’t need to take so long.

We’re awash with stories about tech companies: they “fail fast,” they try and repair, they’re agile, they have bias toward action, and so on. These are all empty phrases. Yes, smaller, less established organizations can experiment sooner, try more, etc. But what if we’re not a small, exploding tech organization? Does time to decision matter?

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Jim Grew