CFO.University

Join our Community of Member Scholars for tools, courses and exclusive content to develop your skills as a Chief Financial Officer.

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CFO Success Series: Signs Your Accounting Pillar Requires Shoring Up: Imagine a runner who desperately needs to cut a few seconds off her time. She tries everything: hires new trainers, buys new shoes, drops weight, changes her diet. Nothing works because she doesn’t cut off the cement block tethered to her foot.
CFO.University

CFO Talk: The Sad Truth About ‘Expert’ Cash Flow Advice with David Safeer

David Safeer from Cash is Clear! shares some great tips on cash flow management and business leadership in this episode of CFO TALK. Tune in for a refreshing perspective on cash flow management that challenges conventional wisdom and offers actionable advice for both small and large businesses.

David Safeer

Steve Rosvold
Founder and Chief Learning Officer at CFO.University

FInEx AmeriEuro Summit 2025 Summary: Exciting insights from the FinEx AmeriEuro Summit! The event was hosted by AARO Middle East and CFO.University. An All-Star cast of speakers explored the dynamic world of finance with these themes; Talent, Agile Finance, AI, Data & Analytics, Risk Management, and the Evolving Role of the CFO.
Steve Rosvold
Founder and Chief Learning Officer at CFO.University

Bryan Ducharme
Co-Founder of Venture 7 Advisors

A career in small business ownership and big business consulting has given me unique perspectives on launching, acquiring, growing and exiting businesses. I’ve advised scores of companies from technology start-ups to global powerhouses, in diverse industries including industrial and consumer product manufacturing, healthcare, professional services, pharmaceuticals, and information technology.

One of the things I’ve learned is how hard it is for small business owners to find experienced, big-picture advice. There are many specialists (e.g. consultants, lawyers, accountants) who play important roles, but advisors who truly understand the whole business ownership experience are rare.

Venture 7 Advisors is my seventh venture (hence the name). My partners and I created Venture 7 so we could help other business owners build and exit their companies with confidence. At this point in our careers, it’s not just “what we do”, it’s who we are.

Bernie Smith
KPI Author, Consultant & Trainer, Made to Measure KPIs

Bernie Smith, founder of Made to Measure KPIs, trains and coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision-making.

His approach has been adopted by many organisations, including Airbus, HSBC, UBS, Lloyd’s Register, Credit Suisse, Royal Bank of Scotland, LloydsTSB and many others. He has written twenty books on KPIs, regularly tops this category on Amazon and is a frequent key-note speaker on performance measurement.

Earlier in his career, Bernie, who qualified as a professional engineer, worked as a consultant leading teams delivering exceptional operational improvement in blue-chip companies using Lean and Six Sigma approaches. This broad industry experience has given him a unique perspective when it comes to developing KPIs to improve organisational performance.

Bernie lives in Sheffield, UK, with his wife Liz, two children and some underused exercise equipment.

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

Take Assessment

Join our Community of Member Scholars for tools, courses and exclusive content to develop your skills as a Chief Financial Officer.

Bryan Ducharme
Co-Founder of Venture 7 Advisors

Bernie Smith
KPI Author, Consultant & Trainer, Made to Measure KPIs

Accounting

Finance

Treasury

Leadership

Four Pillars of Executive Expertise

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

Departments

Library

Members

About

Join our Community of Member Scholars for tools, courses and exclusive content to develop your skills as a Chief Financial Officer.

Bryan DucharmeCo-Founder of Venture 7 Advisors

Bernie SmithKPI Author, Consultant & Trainer, Made to Measure KPIs

Accounting

Finance

Treasury

Leadership

Four Pillars of Executive Expertise

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

Departments

Library

Members

About

Bryan Ducharme
Co-Founder of Venture 7 Advisors

Bernie Smith
KPI Author, Consultant & Trainer, Made to Measure KPIs

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