A Professional Community of Member-Scholars, Companies and Trusted Advisors committed to the development of Chief Financial Officers

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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.

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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.

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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.

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Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

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Four Pillars of Executive Expertise

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

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Newsletter (The Balanced Digest)

The most up to date and relevant accounting, finance, treasury and leadership headlines all in one place.

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Forum (CFO Insights)

Bringing the learning needs of our Member-Scholars directly in contact with thought leaders from CFO.UNIVERSITY Staff, Affiliates and other Member-Scholars.

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Practical Learning

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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Win Big: Speed Up Your Financial Processes

A financial innovation that will drive value for your business – Process improvement can yield high returns with little or no capital investment.

We live in a world of scarce resources. One of the major challenges business leaders face is how to drive great results with limited capital. In the race for resources many businesses don’t place enough value on preparing timely and accurate financials. This is an area where a limited investment in capital can create large returns for the business.

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Merging Companies to Grow Profits? Read This First

When 1 plus 1 equals 3 its time to consider a merger.

What’s driving your main initiatives? If you’re like many executives, it’s competitive pressure. To ensure short-term survival or profitable growth, leaders are searching for ways to reduce costs and increase distribution channels. How? Frequently, the answer lies with those same competitors, especially in industries with margin pressure or slow sales growth.

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Data security: real risks, real results

As a small-business owner or manager, you may think your company is too small to be concerned about data breaches and data risk management. If so, you aren’t alone. Sixty-eight percent of business owners surveyed in 2017 by the HR firm Paychex reported that they are not concerned about cyber threats. And to the extent they are concerned, they assume others will feel the pain.

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Eric Hart

Is Your Competitive Philosophy Building or Killing Your Culture? (Video & Podcast)

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

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Erik Gillam