Join our Community of Member Scholars for tools, courses and exclusive content to develop your skills as a Chief Financial Officer.

Take Your Personalized CFO Readiness Survey by clicking the Take Assessment button below.

Take Assessment  Watch Video Subscribe to Our Newsletter

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.

Read More



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.

Read More



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.

Read More



Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

Read More


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

Take Assessment

Newsletter (The Balanced Digest)

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

SIGN UP for The Balanced Digest.

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.

CONNECT with CFO Insights.

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.

Try the Supply Chain Risk Assessment Now!

Managerial Reporting Scorecard

Our Managerial Reporting Scorecard is designed to add high value to this key CFO responsibility area - Timely reporting that drives keen insight into how your business is operating.

We have distilled the survey that drives the scoring into 6 section with only 26 questions.The questions are framed in a way that minimizes your time investment while maximizing the worth of the results.

Read More


Without Change, the M&A Boom Will Stunt Economic Growth

M&A is a statistical failure. Tune in for 3 ideas on how to improve the rationale for doing acquisitions as well as improve success rates. - Grant Jones, Investment Banker & Operations/ Finance Executive

Read More

Grant Jones

Why Every Business Should Build Weekly Cash Flow Forecasts

When most finance professionals hear the term “13 week cash forecast,” they view it as a burden—one more task to appease an overbearing lender. Most finance professionals do not get nearly as excited about building it as they do about building a projection model for an acquisition or investment. It doesn’t help that companies generally tend not to focus on their liquidity needs until they are forced to do so. Therefore, people often only prioritize the weekly cash forecasts in distressed situations, when it is too late to take corrective actions. And even still, the analysis is often hastily executed and inaccurate.

Read More

Marty Mooney

Is Strategy Drowning Your Tactics?

By now most effective leaders know that strategy is about the “What,” and tactics are about the “How.” I’m finding a strange conflation of the two, which shows up like this: “We’re planning to improve our gross margin this year by two basis points, increase sales by 5 percent, and increase our pre-tax profit margin by 25 basis points.” (An increase of 25 basis points means that profitability moves from 3.5 percent to 3.75 percent).

Read More

Jim Grew