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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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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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A Three Part Managerial Cost Accounting Lecture

For many accountants there is confusion and a lack of consensus with how to allocate costs to products and service lines. I refer to this as “a mystery in a box to accountants”. To solve this mystery here are three lectures to accounting professionals and students from a skilled and experienced accountant – me – that explains the problem and how to solve it. Even if you believe you have already ‘graduated’ from a “Cost Accounting” course in college or have a CPA, I encourage you to sit in the back of our virtual lecture hall and audit these three lectures.

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Gary Cokins

How Do Consultants Charge for Their Services?

Bringing a financial consultant on board can be exciting for your company. It can lead to major payoffs, from acquisitions to new funding sources to increased efficiency to smoother financial processes – all of which can fuel growth. But it’s crucial that you are equally aware of the costs. Don’t be caught off guard when the bill arrives; before hiring a consultant, know how—and how much—they charge for their services.

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Steve Rosvold

Integrating Risk and Performance Management

Risks and opportunities are prevalent in today’s global economy. Organizations are constantly getting exposed to material risks (financial, strategic, operational, geopolitical, environmental, legal, compliance, etc.) yet the majority are not prepared for them.

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Peter Chisambara

Problem Solving in a Complex Organization Requires Two-Way Communication

Many of us work in organizations that require multiple points of communication

Successful relationships in complex organizations must begin with:

  • Common understanding of goals
  • Clear understanding of individual roles
  • Commitment to accomplishment of objectives

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Bob Phillips