CFO.University

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One of the Defining Attributes of a Successful CFO: Accounting: Do your Recording and Reporting systems lend transparency to your business? Is your corporate structure and governance process in line with your size, goals and culture. In this first segment on our Series: The Defining Attributes of a Successful CFO, we explain the importance of Accounting, as a key pillar in the house of the Chief Financial Officer.
CFO.University

CFO Talk: Don’t Let the Border Trip You Up with Katrina Nacci: Welcome to another insightful and engaging episode of CFO Talk, hosted by Steve Rosvold. In this episode, we dive deep into the labyrinth of cross-border accounting with none other than Katrina Nacci, the expert on cross border accounting conversions. If you think understanding GAAP is a dry topic, think again! Katrina, with her encyclopedic knowledge and practical insights, makes navigating these accounting principles as exciting as a treasure hunt—minus the pirates but with plenty of buried treasure!
Steve Rosvold
Founder and Chief Learning Officer at CFO.University

CFO Talk: HOT MESS? DUMPSTER FIRE? TRAIN WRECK? You Still Have to Conduct Year-End Reviews with Julie Winkle Giulioni

In this CFO Talk Julie Winkle Giulioni provides all kinds of great advice and even a Guide to help managers and employees navigate an important, but likely difficult, responsibility they have to one another.

Steve Rosvold
Founder and Chief Learning Officer at CFO.University

Julie Winkle Giulioni
Bestselling Author, Speaker and Expert on Leadership and Career Development

Jeanne Enders
endersgroup

Jeanne is on the management faculty at Portland State University. She uses her expertise to help students and leaders explore the relationship between their roles as business people and their hopes to live meaningful and happy lives.

Jeanne also teaches in the healthcare MBA, a joint project between OHSU and PSU, to grow leadership in the healthcare industry.

Jeanne completed her doctoral degree in social and organizational psychology from the University of Chicago.

Jeanne’s past research has shown the effects of high quality relationships between managers and their work teams in the food industry.

In one consulting project, Jeanne worked with the retail grocery industry on mindset shift to change behavior in energy conservation.

The result was a Better Bricks Award for the local grocery chain.

She has provided strategic planning services for clients like Clark County Health Services and the regional group of the National Association of College Bookstores and serves on various non-profit boards.

Hiten Keshave
CFO, PRP Solutions

Hiten has a modern approach to empowering individuals through mentorship and hands-on assistance. He is a disruptive leaders who takes prides in the success of those under his leadership.

He uses innovative thinking, practical and theoretical knowledge to bring new ideas or assist those in business facing challenges - moving them to sustainable growth levels.

He has a passion for using modern technology to enhance business operations, both internally and for his clients.

Hiten’s passion for Bottom Up and Mindshift Leadership (and implementation of) distinguishes him from the ordinary charted accountant. His knowledge, guidance, mentoring and training to businesses and individuals resonates in success stories under his leadership. Having gone through a journey of success and defeat without access to a mentor, Hiten believes the ultimate purpose in life is to uplift others, and has set forth on a journey to assist aspiring individuals looking to progress in their careers, business and their personal lives.

For more information about Hiten, you can visit his website at www.theunconventionalca.org

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.

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.

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.

Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

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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