- Professional Development Tool: The CFO Readiness Assessment
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- CFO.University developed the CFO Readiness Assessment™ to measure the four primary proficiencies that drive the success of Chief Financial Officers. We call these the Four Pillars.
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Take Your Personalized CFO Readiness Survey by clicking the Take Assessment button below.
Take Assessment Watch Video- CFOs Leading Growth Part I: Growth with Offense and Defense
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- The US Bank report* recapping their annual survey of senior finance leaders, Leading the Return to Growth, concludes CFOs are getting better at, Balancing conflicting priorities Controlling costs Investing in new technology Mitigating risks Improving customer experiences But the report also states CFOs have a long way to go, and they’ll need new skills to meet their objectives. This is where CFO.University can help.
- 4 Ways to Make Sure Clients Are Not Being Scammed By Employees
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- It’s that time of year again. You are fully in the swing of tax season, counting the days until April 18, frustrated that your clients are not bringing in their financial documents. Have you considered that the delay may be the result of their inability to get financial information from their trusted bookkeeper?
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.
Accounting
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.
Finance
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.
Treasury
Self-Awareness - Internal.
Team Building - External.
Strategy & Culture – Motivate people to follow you.
Leadership
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
