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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.

Try the Supply Chain Risk Assessment Now!

The Right CEO/CFO Team Works Magic - (01:11)

A CFO can be such a valuable partner, when the dynamics work well personally and professionally between the CEO and CFO.

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Abbreviated Earnings Pro Forma for a PS Firm

This snappy Earnings Pro-Forma for a Professional Services Firm tool quickly calculates the estimated earnings from the combination of billing rates, utilization and cost structure of your professional services firm. help you analyze these critical components of earnings. The Billing Rate Utilization Matrix adds additional insights and allows you to create a sensitivity analysis using parameters of your choice.

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Closing the Books in a Work from Home Environment.

Here is a summary of best practices for closing the books – including important concepts for closing remotely in today’s WFH environment.

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The role of a CFO in a High Performing Business Model

In this 5 minute video Saleem uses the wonderful analogy of driving a car to describe the role of a CFO in a high performing business model.

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Saleem Sufi