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

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

Take Assessment  Watch Video
image

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

Accounting

image

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

Finance

image

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

Treasury

image

Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

Read More

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

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

Tools

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!

The Magic of Metrics: What Gets Measured, Gets Managed

Recently a group of local financial executives discussed the art of developing effective business performance measures. Participants agreed many key metrics used today are irrelevant in helping guide their business. Poorly chosen metrics waste corporate resources by diverting attention from important issues to less important or, worse yet, irrelevant ones. The group decided businesses should have a process in place to determine what metrics will be most effective. The following 6 step approach will help you create the best metrics for your business.

Read More


Steve Rosvold

How to Make a Difference With the 3 Languages of Finance

The foundational language of business is based on accounting and finance principles. It is the universal language that connects all companies, industries and even economies. A strong grasp of this language is critical to building a successful career in accounting, finance or treasury (AFT). “Seeing” the economic essence of a company by glancing at the financial statements is gift finance professionals don’t give ourselves enough credit for. So first, don’t underestimate the value your training and hard work as a professional brings to your company. Have an opinion based on facts and let it be heard.

Read More


Steve Rosvold

Builder’s Risk vs. CGL Policies – Which Policy Responds for Damages on a Project?

From Seattle to Charleston, tower cranes are dominating the skylines. New construction projects seem to be on every street corner in most metropolitan cities these days. With all of this activity, the possibility that damage may occur on one of those projects; insurance may be needed to pay for the damage; and the owner, developer, and contractors may be confused as to which policy should respond is foremost on the minds of claims professionals.

Read More


Parker, Smith & Feek

Team Alignment: A Proven Method to Drive Bigger, Better and Bolder Results

If the CFO’s role is to drive results around financial performance and reporting but you are dependent on so many external factors, functions and roles to be successful how can you ever win?

Read More


Katharine Halpin