A Professional Community of Member Scholars, Companies and Trusted Advisors committed to the development of Chief Financial Officers

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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.

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Managerial Reporting Scorecard

Our Managerial Reporting Scorecard is designed to add high value to this key CFO responsibility area - Timely reporting that drives keen insight into how your business is operating.

We have distilled the survey that drives the scoring into 6 section with only 26 questions.The questions are framed in a way that minimizes your time investment while maximizing the worth of the results.

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Of Course, Enterprise Value = EBITDA x the Multiple… Uh, So What’s the Multiple?

A business’ value is generally based on the present value of expected future cash flows. Unfortunately, forecasting these cash flow streams can be difficult. The most common method of valuation, the Market Approach, derives a business’s value by looking at transactions for businesses within the same industry that are of similar size and operational characteristics. In theory, this is similar to how you might value your house, except that there are a lot more variables and comparable data is not readily available.

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John O’Dore

Do You Know What the Income Trap Is? You’d Better

How many of you believe if you could increase your income it would solve a lot of problems? My name is Joe Connors. I’m a middle-aged business banker and over the course of my career I’ve seen a number of business financials and personal financials. What I’m going to tell you is that focusing solely on income is a trap. I call it the Income Trap. I’m also going to tell you the same trap that applies to individuals also applies to businesses, no matter their size. And what I’m also going to do is show you a few examples of how focusing solely on your income could put your business at risk.

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Joe Connors

Collaboration Is What Makes 1 + 1 = 3

A much used phrase in Business is ”No man is an island” and it’s very telling because many businesses are not a one-man band. Rather it’s multiple people coming together around a common mission, vision and strategy to create value for their customers, owners and themselves. That means they have to work together to achieve the best possible outcome. In other words, they need to collaborate towards achieving a common goal to be successful.

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Anders Liu-Lindberg