CFO.University

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

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CFO TALK - The Evolution of the Finance Business Partner - Anders Liu-Lindberg: In this CFO Talk Anders highlights ’ the latest and greatest within business partnering’ He notes that CFOs realize they need their teams to have a business partner mindset but acknowledge they are struggling with how to develop those skills and instill that mindset.
Steve Rosvold
Founder and Chief Learning Officer at CFO.University

CFO Talk The New Gold Rush - Monetizing Proprietary Data in the AI Era

In this episode of CFO Talk, host Steve Rosvold sits down for a fireside chat with AI expert and partner at D2A2, Tobias Zwingmann, to explore how business leaders can monetize proprietary data in the age of AI.

Tobias Zwingmann

Steve Rosvold
Founder and Chief Learning Officer at CFO.University

CFO Talk: Improving Cash Flow with David Safeer

David Safeer , (https://cfo.university/library/contributor/david-safeer), is passionate about improving cash flow and maximizing the profits of his clients. In this CFO Talk he tackles these questions, 1. In your piece, Cash Flow Management: Being Unconventional, you note some dangers in following traditional cash flow advice. Would you fill in the blanks on why being unconventional is so important? 2. You propose a basic structure for implementing a solid cash management program. What are the steps?

David Safeer

Steve Rosvold
Founder and Chief Learning Officer at CFO.University

Dave Bookbinder
Executive Director of Valuation Services at Haefele Flanagan

Known as a collaborative consultant, Dave serves client companies of all sizes and industries in the area of valuation advisory. Working closely with business owners, CFOs, Controllers, CEOs and their trusted advisers, Dave strives to build relationships that add value for the long term.

Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes including M&A, financial reporting, stock-based compensation, exit strategy, and strategic planning. Among the many types of intellectual property and intangible assets that Dave has valued are human capital assets (people!).

Dave believes that people really are an organization’s most valuable asset and is the author of two best-selling books, The NEW ROI: Return on Individuals and The NEW ROI: Return on Individuals- Going Behind the Numbers, which explore the impact that people have on the value of a business.

It’s an axiom in business that “you can’t manage what you can’t measure.” Business performance, business valuation - it’s all managed by the numbers. While Dave has spent a great deal of time ‘inside’ the numbers, he has learned that the real stories and lessons-learned occur ‘behind the numbers.’ Dave hosts a talk show called Behind The Numbers where he and his guests discuss what matters most in business.

Larry Kaumeyer
Chief Executive Officer at Insights Canada and Strategic Advisor

Larry Kaumeyer runs CEO Insights. CEO Insights is a portal for CEOs and investors seeking perspectives, best practices, tools and advice on Active Management principles. Larry has extensive experience dealing with day-to-day problems and solutions through a CEO’s eyes. His passion for helping private equity participants, business owners and entrepreneurs stems from years of hands-on experience, gives him a unique perspective in assessing and supporting leaders across various industries.

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.

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.

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.

Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

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

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

Dave Bookbinder
Executive Director of Valuation Services at Haefele Flanagan

Larry Kaumeyer
Chief Executive Officer at Insights Canada and Strategic Advisor

Accounting

Finance

Treasury

Leadership

Four Pillars of Executive Expertise

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

Departments

Library

Members

About

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

Dave BookbinderExecutive Director of Valuation Services at Haefele Flanagan

Larry KaumeyerChief Executive Officer at Insights Canada and Strategic Advisor

Accounting

Finance

Treasury

Leadership

Four Pillars of Executive Expertise

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

Departments

Library

Members

About

Dave Bookbinder
Executive Director of Valuation Services at Haefele Flanagan

Larry Kaumeyer
Chief Executive Officer at Insights Canada and Strategic Advisor

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