CFO Foundation - People Process System Assessment Tool

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 we 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.

Gustavo’s Corner: AI News for CFOs - #14

Gustavo Porporato Daher

This edition highlights how leading AI platforms are moving quickly from simple assistants to active workplace collaborators. They can understand intent, remember context, connect with business tools, generate code, create designs, and complete multi-step workflows. The common direction is clear: AI is becoming more practical, integrated, and capable of supporting daily knowledge work across finance, operations, technology, and strategy.

The 5 Pillars of Career Fulfillment

Bernie Borges

Let me ask you something, and I want you to be brutally honest with yourself: When was the last time you asked, “Am I truly fulfilled at work?”

Nalla Duarte and the Story the Sales Team Couldn’t Tell

Steve Rosvold

The call came in on the last Thursday of the quarter, precisely when bad habits like to disguise themselves as urgency. Jordan Hale, Meridian’s Vice President of Sales, stepped into Nalla Duarte’s office without knocking, holding a printed deal sheet in one hand and the strained expression of someone who already disliked the answer he expected.

“We need help on the Falcon Systems deal,” he said. “They’re asking for another seven percent to close today.”

Nalla motioned for him to sit.