CFO.University Tools
Our tools have been designed to shine a bright light on areas that are important to Chief Financial Officers. They are simple and straightforward to use. If you don’t learn something important about your business from our tools let us know and we’ll make them better. If you have CFO-Centric tools that are simple and insightful, send them to us. We’ll share them with your CFO.University community while giving you credit. We can’t guarantee entry into the Hall of Fame but be assured you’ll be deeply appreciated.
Accounting
Governance
- Short Form AFT Assessment
- Governance and Controls Assessment
- CFO Foundation - People Process System Assessment Tool
Recording
- Transaction Processing and Recording Assessment
- Process Redesign Workbook
- General Ledger Analysis Tool
- Financial Close Assessment
- Business Value of IT Calculator
Reporting
- Key Performance Indicator (KPI) Assessment
- Balance Sheet Tool: Where is the Cash?
- Reporting Assessment
- Managerial Reporting Scorecard
- Financial Close Assessment
Other
Finance
Business Planning
- Short Form AFT Assessment
- Simple Price, Gross Margin and Unit Variance Analysis
- Human Resource Department Return Calculation Tool
- CFO Foundation - People Process System Assessment Tool
- Cash Velocity Calculator
- Business Planning and Strategy Assessment
- Abbreviated Earnings Pro Forma for a PS Firm
Financial Forecasting
Investment Analysis
Other
Treasury
Cash Management
- Balance Sheet Tool: Where is the Cash?
- Short Form AFT Assessment
- Cash Management Assessment
- Cash Velocity Calculator
- 13 Week Cash Forecast Example
Funding
Risk Management
- Risk Management for CFOs
- Risk Management Assessment
- Supply Chain Risk Assessment Tool
- Governance and Controls Assessment
Other
Leadership
Team Building
Strategy and Culture
- Disrupting Your Business Workbook
- 24 Strategic Viewpoints on the Future of Finance
- Cost of Employee Turnover Calculator
- Short Form AFT Assessment
- Process Redesign Workbook
- First 101 Days as a Successful CFO Assessment
- CFO Foundation - People Process System Assessment Tool
Other
Other
Human Resources
- Accounting and Finance for Non Accounting and Finance Professionals
- Opportunity Cost Calculator - CFO.U - Teen
- CFO Foundation - People Process System Assessment Tool
Digital Transformation
- IT Business Continuity Planning Workbook
- AI in Finance - Identification Worksheet
- ROI Calculation for AI Projects
- Business Value of IT Calculator
