Executive Education
PLATINUM
SERIES
For institutions that fund, govern, audit, and scale the finance function. Each program delivers 200+ scored questions, domain heat maps, gap analysis, and 90-day action plans.
A 17-PART DIAGNOSTIC SERIES
Organizational Finance Assessment Kit
300+ assessment items across 16 functional domains. Covers Accounting, FP&A, Tax, Treasury, Compliance, Systems, and Reporting — with readiness scoring, heat maps, gap analysis, 5 meeting agenda templates, 12 Cardinal Rules, and a full 90-day action plan.
PE Portfolio Oversight Program
200 diagnostic questions across 10 domains for Operating Partners and Portfolio Managers. Covers Financial Architecture, Value Creation Planning, Revenue Quality, EBITDA Engineering, Working Capital, Management Assessment, Technology, Risk, Exit Readiness, and Portfolio Synergies.
Banking & Credit Risk Assessment
200 diagnostic questions for Commercial Lenders and Credit Officers. Covers Financial Statement Quality, Cash Flow & Debt Service, Collateral, Management Quality, Industry Position, Revenue Durability, Operational Efficiency, Covenant Structure, Fraud Risk, and Early Warning Systems.
The Audit Master Program
The complete audit execution framework for internal and external audit teams. Structured from risk assessment and planning through fieldwork, evidence evaluation, findings documentation, and final opinion. Includes workpaper templates and quality review protocols.
Internal Audit Architecture
The blueprint for designing a world-class internal audit function. Covers charter design, risk-based audit planning, audit universe development, resource modeling, stakeholder management, technology enablement, and reporting to the audit committee.
The 3rd Party Trinity
Three complete diagnostic programs in one: Customer Credit & Relationship Assessment (5 domains, 100Q), Vendor Risk & Performance Assessment (5 domains, 100Q), and Strategic Partner Governance Assessment (5 domains, 100Q). 300 diagnostic questions across 15 domains.
Corporate Governance & Board Architecture
The design blueprint for high-functioning boards and governance systems. Covers board composition, committee structure, charter design, information flows, CEO oversight, compensation governance, audit committee effectiveness, and the CFO's role in enabling board decision-making.
Capital Structure & Treasury Fortress
The complete framework for capital structure decisions and treasury function design. Covers optimal leverage analysis, debt instrument selection, covenant architecture, liquidity management, interest rate risk, FX exposure management, and the treasurer's operating playbook.
M&A Integration Nervous System
The operating system for post-merger integration. Covers the 100-day plan, financial integration sequencing, systems consolidation, cultural integration, synergy tracking, and the CFO's role as integration architect from due diligence through full integration.
Anti-Fragile Turnaround & Restructuring
The CFO's complete playbook for financial distress, turnaround, and restructuring. Covers liquidity crisis management, stakeholder communication, covenant waiver negotiation, operational restructuring, workforce reduction execution, and building the bridge to stabilization.
Global Tax & Legal IP Strategy
The complete framework for international tax planning and IP protection strategy. Covers entity structure optimization, transfer pricing design, treaty benefits, BEPS compliance, IP holding structures, royalty regimes, and the CFO's role in global tax governance.
Hyper-Growth Scaling Pains Diagnostic
The diagnostic for finance functions growing faster than their systems. Identifies the 12 most common scaling failure points — close process breakdown, reporting lag, control gaps, system obsolescence, talent gaps — with prioritized remediation plans and implementation roadmaps.
AI Operating Framework & Agent Governance
The complete framework for AI adoption, governance, and risk management in finance. Covers AI use case prioritization, model risk management, data governance for AI, agent oversight, bias detection, regulatory compliance, and the CFO's AI governance accountability.
Comprehensive Tax Audit Strategy Playbook
The complete playbook for managing tax audits across federal, state, and international jurisdictions. Covers audit risk assessment, documentation strategy, examiner management, issue resolution, appeals process, and the policies that prevent audits from becoming crises.
Revenue Operations Command Center
The diagnostic framework for building a world-class Revenue Operations function. Covers pipeline analytics, forecasting methodology, quota design, compensation modeling, customer lifecycle economics, and the CFO's role in RevOps governance and commercial accountability.
Global Outsourcing: Build vs. Buy Framework
The complete framework for outsourcing decisions and global delivery model design. Covers the build vs. buy vs. outsource decision matrix, vendor selection, governance structure, SLA design, transition management, and ongoing performance optimization for global operations.
AI, Cyber & ERP Convergence
The diagnostic for the three technology domains with the highest CFO exposure — artificial intelligence governance, cybersecurity risk management, and ERP system integrity. Covers control frameworks, vendor risk, incident response, and board-level technology risk reporting.