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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.
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.
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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Bringing the learning needs of our Member-Scholars directly in contact with thought leaders from CFO.UNIVERSITY Staff, Affiliates and other Member-Scholars.
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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It’s that time of year again. You are fully in the swing of tax season, counting the days until April 18, frustrated that your clients are not bringing in their financial documents. Have you considered that the delay may be the result of their inability to get financial information from their trusted bookkeeper?
It’s worth repeating; the demographic phenomenon which first appeared about eight years ago - at least 7,000 baby boomers per day are turning 65 - is expected to last for another eight years. Since this demographic owns approximately 4 million businesses, it’s logical that getting outof a business has become a process that many business owners have to master in order to maximize the value of their life’s work.
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.
The career track of CFOs often takes them through the roles of accountant, business analyst, accounting manager and controller. They earn well-deserved reputations for being diligent expense watchdogs and budget analyzers, but it is a significant transition moving from controller to CFO, especially in today’s world, where nearly all CFOs are expected to play a large strategic role in the company.