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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
The most up to date and relevant accounting, finance, treasury and leadership headlines all in one place.
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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The majority of middle market companies started as small, conservative enterprises. As they grew many employees continued to wear several hats and perform multiple tasks within the organization. It may be just fine for a small business to have their receptionist double as their accounts payable clerk.
Good news, business owners: it’s a sellers’ market. A confluence of factors—economic recovery, rising stock prices, low interest rates, and the long-term investor portfolio shift to business acquisitions—has created a perfect storm, but instead of getting battered by the waves, as in years past, this front can steer owners towards a profitable exit strategy. How can you capitalize on this opportunity?
But First…There’s a Catch or Two
An important question financial executives are often asked by the Board, their CEO and executive peers is where did our cash go? The folks making these inquiries know sales are being made while money is being spent on salaries, inventory and equipment, but they don’t really know how, when or where it flows.
How did you feel the last time you were really stressed out or discontent? Were you thinking about how productive you were or how to move your company forward? We’d like to share with you how to build a team culture that is happier and less stressed leading to increased productivity and profit. - Erik Gillam, Partner at Aldrich CPAs + Advisors