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Latest News

When Does My Business Need a CFO? - (00:39)

CFO.University

There’s a lot of companies that wait too long to hire a CFO, and maybe they don’t know what the CFO should do.

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The Right CEO/CFO Team Works Magic - (01:11)

CFO.University

A CFO can be such a valuable partner, when the dynamics work well personally and professionally between the CEO and CFO.

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CFOs and Global Economic Leadership - (01:11)

CFO.University

What I’ve tried to do is target the CFOs and probably CFOs of three to five years, but then it’s also their direct reports. That’s who I think can benefit the most by our learning platform.

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A Message to Business Owners and CEOs: Test Drive a CFO to Find Your Next Gear - (00:48)

CFO.University

So you’ve had a bookkeeper, and they’ve been very effective, and you think they’re all you need. Think again.

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Pillars of CFO Success - (00:54)

CFO.University

Here’s how I define the roles of a CFO. There are four pillars: Accounting, Finance, Treasury, and Leadership.

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Categories

Accounting

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.

Finance

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.

Treasury

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.

Leadership

Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

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