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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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Webinar: Back to Basics with Reconciliations - Part I

This three-part instructional video covers why account reconciliations are critical to running a well-managed business and how you can get there.

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Nancy Wu

Actively Managing the Post-Acquisition Process in a Private Equity Transaction - Part II


In the pre-acquisition article of this three-part series on active management I discussed the interaction between a general partner and the senior leadership of a company being acquired by a private equity firm.

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Larry Kaumeyer

Interview With Cyber Security Expert Nick Casillas

We all remember the first email we received from a “foreign dignitary” offering us a ridiculous sum of money in exchange for paying a small amount of taxes, claiming the funds had come from an unknown distant relative. Needless to say, the online threat landscape has evolved into a much more sophisticated, global issue, affecting people and companies of all shapes and sizes. If you are a client of Parker, Smith, & Feek, then you have likely heard us speak on the importance of cyber and social engineering coverage to help indemnify you after an attack. Today, I’d like to give you more guidance on prevention and the current threats that may affect you.

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Parker, Smith & Feek

Most Leadership Training Doesn’t Work. Why Not?

Forbes Coaches Council member Aaron Levy has proposed that leadership training fails because of the structured way it is presented. Most leadership training programs are designed to present new skills in an easy-to-deliver, event-based format. The big problem with this approach is that it doesn’t deliver a change in behavior.

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Contributed by John Cochran