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What is the First Step on the Road to CFO Success? And How Do We Take It?
other pillar
You might already have an answer to the first question in the article title. Believe in yourself. So, the follow-up question is how do you come to believe in yourself? By preparing to perform a task or role. That is what builds the confidence in our ability to be successful. We suspect you agree. Ok, how can you plan the preparation and execute the plan to ensure you feel prepared?

CFO.University

Steve Rosvold

Introducing Otto the Audit Bot
finance pillar
I tried to stifle images of Dr. Frankenstein’s laboratory on that stormy night when his creation came to life. The mix of awe and terror as his creation’s eyes flicker awake … But there I was. After just a few short hours of bumbling my way through a handful of coding templates I found online and several rounds of working with ChatGPT and Bard to QC my sloppy code, I was conversing with my own fine-tuned audit expert robot, whom I’d just named Otto.

Glenn Hopper

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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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Accounting

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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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Finance

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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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Treasury

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Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

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Leadership

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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