CFO.University

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

Take Your Personalized CFO Readiness Survey by clicking the Take Assessment button below.

Are Your Metrics Crippling You?: Enjoy this series of shorts on Metrics from Jim. Well-crafted metrics are a powerful driver of performance. Done even pretty well, they can provide a miraculous mix of recognition, motivation, and results. Done wrong, they damage motivation, drown direction in confusion, and dissolve the resolve that produces great organization results.
Jim Grew
The Grew Company

General Ledger Analysis Tool: This tool has been developed to help you determine your General Ledger structure, summarize the complexity of detail required for major accounts and where streamlining efforts may have the highest returns – providing a big boost to closing quicker with better account analysis.
CFO.University

Leadership Tops the List

If you have been part of our community for a while, you know our framework for teaching revolves around the Four Pillars of CFO Success: Accounting, Finance, Treasury and Leadership.

CFO.University

Steve Rosvold
Founder and Chief Learning Officer at CFO.University

Jim Grew
The Grew Company

Since 1993, Jim Grew has been assisting mid-size organizations to improve effectiveness and performance, delivering these building blocks for success:

Strategic company plans that inform daily operations
Goals-driven team cultures that hang on to improvements
Effective Key Executive Teams
Systematic process improvement
Consistent sustained performance growth

Jim, a Stanford MBA works closely with you and your key executives to give you a competitive edge. Together you will:

Clarify current problems and opportunities company-wide
Build an improvement plan that the business can afford
Mentor your executives to assure execution of the plan

Marty Mooney
Vice President at Equity38

Marty is a private equity professional who also has experience working inside small- and medium-sized businesses in a wide variety of industries. He has led M&A processes and also helped CEOs create and drive strategies. In addition to closing private equity deals, he has raised debt and equity financing, built financial packages and financial models, worked as an interim CFO, and has helped start businesses.

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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