CFO.University isn’t original in using the People, Process and Systems model. The terms “golden triangle”, “business triangle”, even the “eternal triangle” to describe this critical business triumvirate has been in the business lexicon for as long as I can remember. What we believe is unique in our CFO Foundation - People Process System Assessment Tool is the simple and effective way it directs us to the True North for your Accounting, Finance and Treasury (AFT) department.

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CFO.University’s Short Form AFT (Accounting, Finance, Treasury) Assessment tool is modeled after the Four Pillars of CFO success: Accounting, Finance, Treasury and Leadership.

It uses a simple scoring system that quickly identifies your organization’s pillars of strength and pillars that will benefit from more attention.

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This is a fictitious story about the wide gap and personality differences between the function of the chief marketing officer (CMO) and that of the chief financial officer (CFO). I made up the two characters in this story. But how different might they be from a real pair of a CMO and CFO that you may know (or who works for your employer)?

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Actively managing a business disposition: Preparing for a sale

This is the third article in a three-part series on what CEOs, CFOs and other business leaders must consider in the various stages of a business transition. The first article looked at pre-acquisition considerations, and the second article delved into the realities of post-acquisition and the adjustments required under new ownership.

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LESSONS IN CHANGE, EDUCATION, AND TRANSITION.

In the pre-acquisition article of this three-part series on active management I discussed the interaction between a general partner and the senior leadership of a company being acquired by a private equity firm.

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