Policy Library
100 practitioner-ready policy and procedure documents classified by finance function — controllership, FP&A, and CFO governance.
Classification by Finance Function
Each domain groups board-ready policy and procedure Word documents — free to download, with page counts and practitioner-ready structure.
CFO-owned governance policies
Policies owned by the CFO, Treasurer, or General Counsel in coordination with the CFO. Covers treasury, capital markets, investor relations, board governance, risk management, M&A strategy, regulatory compliance, and enterprise-level controls. These are the policies that the CFO personally owns, presents to the Board, or certifies to regulators.
Controller & accounting policies
Policies owned by the Controller and accounting team. Covers the core accounting cycle, technical accounting, financial reporting, tax compliance, close processes, reconciliations, SOX controls, and system governance. This is the largest category because the Controller function touches the broadest range of day-to-day finance operations.
FP&A & planning policies
Policies owned by the FP&A and strategic finance function. Covers budgeting, forecasting, financial modeling, capital allocation, cost management, and the finance operating model. This is the smallest category because FP&A is more analytical than procedural — but these policies govern the frameworks that drive strategic financial decisions.