- The Secret to Successful ERP Implementations is Not Putting the Cart Before the Horse
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- In today’s challenging economy, there is more pressure than ever on small to mid-size firms from their banks, their CPAs, investors and the SEC (if they are public) to produce accurate and timely financial reports. In many firms this task, painful and slow if not automated, falls on the shoulders of the firm’s Accounting Team, usually the Controller.
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Take Assessment Watch Video- FInEx AmeriEuro - Panel 5 Finance on the Fly - Agility as a Competitive Edge
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- Don’t miss this transformative session from the FinEx AmeriEuro Summit 2025! Our panel, ” Finance on the Fly - Agility as a Competitive Edge,” brought together some stellar finance leaders to explore how agility is reshaping the role of the CFO.
- Pricing: Flat Rates vs. Hourly Rates: Which One Should You Use?
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- I came across a great pricing insight a while back on a day when my car battery died. After unsuccessfully attempting to replace it myself (why are cars so hard to work on these days?), I called around to find a shop to do it.
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
