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Get access to all Certification Programs only @$199/annually.

Key Highlights

Establish Expertise in Applying Key Functions of a Catalyst CFO.

Continuing Education approved courses for Multiple Qualifications

On-Demand Courses

Individual Certificates for each Module

Courses authored by Subject Matter Experts

Shareable Certificate on LinkedIn

What You’ll learn

CFO, the financial controller, needs mastery of a variety of subjects to successfully play the role of a catalyst CFO. Driving cost efficiencies, identifying profitable opportunities, complex accounting-finance-performance issues, and mapping out short & long-term organizational goals - are some of the key functions a CFO needs to manage. As businesses are dealing with increased complexity, the expectation from every CFO is to prove to be a Catalyst. This certification helps you prepare with the pivotal aspects of how to execute your role and be a Catalyst CFO.

Get Deeper Understanding of:
  • Obstacles & opportunities with Big data and accelerated analytics

  • Taxes, Real Estate, Estate Planning, Cash & Credit Management Issues

  • Capital budgeting and strategies for the financial close process

  • Crucial elements of the digital transformation strategy

Recommended For:
  • This advanced certification is created keeping in mind the requirements of a successful CFO to play his role skillfully and can be path-breaking for professionals such as CPAs in key positions.

  • This course can provide valuable insights and pointers to professionals aspiring to take the position of a CFO.

  • The certification can also be helpful to Business owners, Managers, Professionals, and students in understanding the role of a CFO and learning from the same.

Why take a Complete Guide to become a Catalyst CFO (CGCC) with myCPE?

Resources included
  • Handout PDFs for every Module
  • Glossary/Key Terms for every modul
  • Q&A directly with instructors.
Career Opportunities
  • CEO
  • General Manager
  • Director
  • President
  • Business Consultant
  • Entrepreneur
Value Addition to your skills
  • Negotiation and influencing skills
  • Attention to detail and analytical skills
  • Critical thinking skills
  • Problem-solving skills
  • Project Management skills
  • Planning and Organizational skills

Module

Module Name

Duration

Thinking and Acting Strategically as CFO

1.5 Hours

  • To establish a strategic management process at your organization.
  • To facilitate the development and implementation of strategy at your organization.
  • To identify how to play an important and leading role in the strategic planning and management of your organization.
Instructor
Blair Cook
Blair Cook

Partner , Executive Finance Partner Inc.

Your First 100 Days as CFO

1.5 Hours

  • To describe the competencies of the modern CFO and identify team-building principles to maximize alignment and commitment of your staff.
  • To develop a strategic plan for developing and improving the finance function.
  • To describe change management principles and an approach for undertaking a major organizational initiative.
Instructor
Blair Cook
Blair Cook

Partner , Executive Finance Partner Inc.

The Credible CFO Driving Growth & Delivering Predictability

1 Hour

  • To explore how credibility ties to the growth agenda
  • To assess the credibility of the finance function and recognize how to establish people’s credibility
  • To identify how to establish process and technology credibility
Instructor
Blair Cook
Blair Cook

Partner , Executive Finance Partner Inc.

Change Management Being A Catalyst CFO

1.5 Hours

  • To discuss the need for change and the characteristics of a catalyst leader.
  • To implement change management principles to your next major strategic initiative.
  • To explore and apply various models to facilitating change inside any organizational structure.
Instructor
Blair Cook
Blair Cook

Partner , Executive Finance Partner Inc.

Elevating the Controller's Role

1.5 Hours

  • To analyze the Controller’s role and main job functions.
  • To discuss the requirements for job qualifications and changing roles.
  • To inspect where the controllers spend their time.
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

The Controller's Role in Strategic Planning, Risk Management, and Internal Controls

2 Hours

  • Defining strategic planning and exploring the controller’s challenges in the strategic planning process
  • Risk Management and internal controls
  • The controller’s role in strategic planning
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

GAAP Principles, Assumptions and Considerations

1.5 Hours

  • To discuss the history of GAAP and why the accounting and GAAP principles are of strategic importance to the profession.
  • To analyze the GAAP assumptions, principles, and considerations and their application.
  • To explain the GAAP rules and standards and analyze how to apply GAAP principles, assumptions, and considerations to the financial statements
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

The Controller Function: Cash Flow, Cash Flow System, and Strategic Investing

2 Hours

  • To explore basic cash objectives and strategic Investing. 
  • To evaluate cash flow & cash collections, identify cash flow basics, and explore strategic cash flow.
  • To explore the technology and its role in cash flow systems.
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

Accounting for Leases - Deep Dive

3 Hours

  • To identify the purpose, updated lease standard, and its effective date.
  • To identify the types/classifications of leases for lessees/lessors.
  • To analyze and recognize how to account for a lessee’s and lessor's leases & their disclosures.
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

Revenue Recognition (ASC Topic 606): Overview

2 Hours

  • To discuss the new revenue recognition core principles and the five-step revenue model.
  • To identify the impact of the new standard on various revenue concepts.
  • To analyze the impact of the standard on various industries.
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

The Controller's Role in Strategic Inventory Management

2 Hours

  • To explore the basics of inventory, recognize the inventory terms, and the purpose and importance of inventory management systems.
  • To recall the advantages and disadvantages of inventory management systems
  • To examine the controller’s strategic role in inventory and management of metrics.
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

The Controller's Role in Inventory Valuation, and Inventory Fraud

2 Hours

  • To examine inventory valuation and identify methods for inventory tracking and physical inventory procedure.
  • To discuss fraud inventory controls.
  • To analyze inventory manipulation methods.
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

The Controller's Manual for Overheads, Direct and Indirect Costs, and their Allocation Methods

1 Hour

  • To identify overhead costs and examine the types of fixed and variable overhead costs. 
  • To explore overhead allocation measures and overhead rate calculations.
  • To analyze activity-based costing and review the responsibilities of the controller for overhead costs.
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

The Controller's Guide to Financial Statement Preparation and Presentation

2.5 Hours

  • To explain the purpose of the FS, and how to prepare a BS, IS, Statement of SE, and SCF.
  • To identify basic analytic ratios for the BS, IS, and SCF.
  • To analyze the components of notes to the FS and identify the need for and uses of supplemental information to the FS
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

Analyzing Financial Ratios - Leverage

1.5 Hours

  • To identify the types of leverage ratios and evaluate the purpose and calculation of various leverage ratios.
  • To explore the concept of capital structure ratios.
  • To discuss a comprehensive example of ratio calculation.
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

Analyzing Financial Ratios - Performance and Efficiency

2 Hours

  • To identify the types and purpose of efficiency ratios including Sales and Inventory, AR turnover, Asset turnover, and Inventory turnover.
  • To analyze the purpose of performance ratios.
  • To review various performance ratios and how to analyze the results including Days sales outstanding, Cash Conversion cycle, Days payable outstanding, Days inventory outstanding, and Days payables outstanding.
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

Analyzing Financial Ratios - Solvency, Liquidity, and Debts

1.5 Hours

  • To analyze basic financial ratio analyses and math concepts to explore the concept of solvency ratios.
  • To discuss the concept of liquidity ratios.
  • To review math theories to analyze ratio changes and explore a comprehensive example of ratio calculation.
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

The Controllers' Role in Data Analytics and Big Data

2 Hours

  • To explore the controller's increasing role in data analytics by examining the surge in Big data, evaluating the process of big data analytics, and examining the benefits and challenges of big data analytics
  • To identify sources of Big Data Technology and examples of big data use for analysis.
  • To review the overall impact of Big Data and identify actions that the Controller can take to accelerate data analysis
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

The Controller's Role in the Financial Close

2 Hours

  • To define the process for closing the books and explore the purpose of a timely closing.
  • To identify the preliminary steps to take before beginning the process of closing the books.
  • To outline the steps to complete the monthly close process and describe the process involved in the annual accounting close.
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

The Controller's Guide to Managerial Accounting and Cost Principles

1.5 Hours

  • To explore the distinguishing features of managerial accounting. 
  • To explain the difference between a merchandising and a manufacturing income statement.
  • To identify trends in managerial accounting.
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

The Controller's Primer for Sales, Collection, and Customer Credit

2 Hours

  • To analyze how the sales and collection processes intersect. 
  • To define the collections process and discuss the challenges of the collection process.
  • To identify steps to include in the collection process and review the collections in today’s world.
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

The Treasury Function Part 1: Cash, Liquidity and Investments

2 Hours

  • To explore cash forecasting, investments, and banking. 
  • To examine WC and monitor and understand cash concentration
  • To examine how to prepare a cash forecast
Instructor
Lynn Fountain
Lynn Fountain

Owner , Lynn Fountain Consulting and Training

Working Capital Management

3 Hours

  • To recognize the components of working capital and calculate net working capital
  • To explore the factors that determine the risk appetite of an organization and recognize how risk affects a firm’s approach to managing working capital.
  • To identify working capital opportunity costs and the tradeoffs between liquidity risk and return on assets
Instructor
Thomas Coghlan
Thomas Coghlan

Founder & CEO , CPE University, LLC

Analyzing The Company’s Liquidity Using The Cash Conversion Cycle

2 Hours

  • To identify Cash Conversion Cycle, its calculation, and its impact on a company’s liquidity.
  • To recognize inventory issues including costing methods, financing, and cost containment.
  • To analyze the application of the Cash Conversion Cycle through case studies.
Instructor
David Osburn
David Osburn

Manager , Osburn & Associates, LLC

Advanced Cash Flow Analysis

2 Hours

  • To identify Business (EBITDA) & Personal Cash Flow Analyses as tools for advanced Cash Flow Analysis.
  • To recognize Global Cash Flow: Combining the Business and Personal Cash Flows.
  • To analyze Cash Flow Projections & Sensitivity Analysis, and recognize CRE Cash Flow Analysis including Investment Models.
Instructor
David Osburn
David Osburn

Manager , Osburn & Associates, LLC

Cash And Credit Management: The Lifeblood of the Business

2 Hours

  • To discuss credit analysis including the five “C’s” of credit and analyze the “four” basic financial statements.
  • To recognize a “five-step” financial statement analysis model including cash flow analysis and review basic & advanced “cash management” tools.
  • To discuss effective “collection” techniques including the “legal” aspects of collections and “negotiation skills” for collecting cash.
Instructor
David Osburn
David Osburn

Manager , Osburn & Associates, LLC

Commercial Real Estate Lending In Today’s Market

2 Hours

  • To gain an understanding of how banks process commercial real estate loans and review the basics of commercial real estate including types of properties, environmental issues, and demand/supply in the current market.
  • To recognize the commercial real estate loan solicitation, underwriting, approval, documentation, closing, and monitoring process.
  • To analyze various loan documentation issues and identify how to negotiate commercial real estate loans.
Instructor
David Osburn
David Osburn

Manager , Osburn & Associates, LLC

Capital Budgeting

3 Hours

  • To identify capital budgeting, the steps undertaken in developing and implementing capital budgets, and the relevant and irrelevant costs related to capital budgeting.
  • To identify and calculate the pre-tax and post-tax cash flows related to - the initial investment of a capital project - during the period the project is in operation from revenue, operating expense, and changes to working capital - the end of a capital project’s life.
  • To explore the methods payback method, discounted payback method, NPV, IRR for acceptability of a project, advantage, and limitations.
Instructor
Thomas Coghlan
Thomas Coghlan

Founder & CEO , CPE University, LLC

Corporate Planning, Budgeting, And Forecasting

4.5 Hours

  • To explore how strategic planning determines the path an organization chooses for its long-term goals.
  • To explore various models and how to use them for strategic planning.
  • To explore and develop an understanding of how management uses budgets to motivate, control, communicate, and influence.
Instructor
Thomas Coghlan
Thomas Coghlan

Founder & CEO , CPE University, LLC

Corporate Risk Management

2 Hours

  • To explore what is risk, identify the types of risk, and key elements of each of them.
  • To recognize risk management and its key steps.
  • To explore the use of probabilities to assess risk and identify strategies for risk response.
Instructor
Thomas Coghlan
Thomas Coghlan

Founder & CEO , CPE University, LLC

Capital Budgeting & Investment Decision Rules

1.5 Hours

  • To analyze the techniques for evaluating investment options
  • To evaluate the internal rate of return (IRR)
  • To discuss the Advantages and Disadvantages of methods of calculation
Instructor
Manish Gupta
Manish Gupta

Founder & CEO , VITTPRO

Corporate Budget Analysis Best Practices

2 Hours

  • To identify signs of problem areas that can quickly get out of control.
  • To analyze the budget analysis process to change corporate goals.
  • To recognize the right questions to ask to confirm your analysis.
Instructor
Michel Morley
Michel Morley

Founder , Mike Morley

Zero Based Budgeting

1 Hour

  • To gain a working knowledge of zero based budgeting.
  • To discuss the history and merits of zero based budgeting.
  • To weigh the reward with the risk.


Instructor
Manish Gupta
Manish Gupta

Founder & CEO , VITTPRO

Budgeting and Forecasting

2 Hours

  • To discuss key factors in making revenue budgets
  • To recall planning resources for business
  • To plan marketing activities for business
Instructor
Manish Gupta
Manish Gupta

Founder & CEO , VITTPRO

How to Make Budget and Forecast During Uncertainty

1 Hour

  • To analyze the reasons for uncertainty.
  • To explain how to change the purpose of budgeting.
  • To discuss the shift of focus from financial precision to strategic success.
Instructor
Manish Gupta
Manish Gupta

Founder & CEO , VITTPRO

Learn Corporate Finance Principles

1.5 Hours

  • To discover what financial analysis is and how it is used.
  • To discover how to calculate the present & future value of future streams of cash flow with various profiles.
  • To discover the concept of financial leverage, and optimal capital structure, and identify where finance theory is applied in the workplace.
Instructor
Blair Cook
Blair Cook

Partner , Executive Finance Partner Inc.

Master Capital Allocation

1.5 Hours

  • To define what is capital allocation, and identify the relevant tools. 
  • To identify & evaluate sources of cash generated by the business and evaluate different investment opportunities.
  • To integrate financing strategy with capital allocation to preserve flexibility and maximize returns.
Instructor
Blair Cook
Blair Cook

Partner , Executive Finance Partner Inc.

Financing Strategies: Capitalizing Your Business to Maximize Return

1.5 Hours

  • To recognize and identify the needs and objectives for capital and discover the financing lifecycle
  • To identify the short-term, semi-permanent, and permanent sources of capital and various sources of debt financing
  • To explore the different sources of equity financing including venture capital, private equity, and initial public offerings
Instructor
Blair Cook
Blair Cook

Partner , Executive Finance Partner Inc.

Presentation Skills for Finance Professionals and Executives that Make an Impact

1.5 Hours

  • To recognize how to develop and organize content in a presentation for optimal absorption by the audience.
  • To recognize elements of effective communication is most important for triggering our audience to take action.
  • To identify what should be avoided when using a presentation tool such as PowerPoint.
Instructor
Blair Cook
Blair Cook

Partner , Executive Finance Partner Inc.

Best Practices for a Quicker Financial Close

1 Hour

  • To identify factors that slow down the financial close process
  • To develop strategies for speeding up the financial close process.
  • To develop a plan for implementing the business process improvement addressing the change management issues.
Instructor
Blair Cook
Blair Cook

Partner , Executive Finance Partner Inc.

Financial Modeling Using Excel

1.5 Hours

  • To use a disciplined approach for using Excel to develop financial analysis.
  • To prepare financial projections of the income statement, balance sheet, and statement of cash flows.
Instructor
Blair Cook
Blair Cook

Partner , Executive Finance Partner Inc.

Strategy Map and Its Balanced Scorecard

1 Hour

  • To discuss the origins of the balanced scorecard and explore how to design a strategy map.
  • To explain how to define appropriate key performance indicators (KPIs).
  • To inspect how to apply targets of KPIs for motivation and incentives.
Instructor
Gary Cokins
Gary Cokins

Advisor , Gary Cokins

Loss Aversion: How Does it Affect Your Investment Strategy?

1 Hour

  • To examine how and when losses are a normal and appropriate part of an investment portfolio.
  • To consider the relationship between losses and diversification.
  • To learn some coping mechanisms for accepting investment losses and explaining them productively to clients.
Instructor
Heather Liston
Heather Liston

HARGRAVE FIDUCIARY ADVISORS

Creating a Digital Transformation Strategy

1 Hour

  • To determine the major elements of a digital transformation strategy and discuss the need for projects to implement the same. 
  • To analyze the use of digitalization and Business Strategy to create a strategy planning cycle.
  • To discuss the Digital Strategy model and explore five pillars of the digital transformation model.
Instructor
Raymond Sheen
Raymond Sheen

Product and Process Innovation, Inc.

Financial Modelling for Making Business Decisions and Plans

2 Hours

  • To evaluate revenue and cost models, calculate cash burns, and the ability to project how much you need.
  • To create a financial model including profit & loss and cash flow.
  • To discuss the impact of various decisions such as different prices, costs, and customer acquisition with evaluating scenarios.
Instructor
Manish Gupta
Manish Gupta

Founder & CEO , VITTPRO

Instructors

Testimonials

Disclaimer

Certificate awarded upon the successful completion of the myCPE Advanced Certification Program is proof that user has successfully undergone the training and passed the quiz. This certificate marks completion of the said courses and learning activities and completion of the review quiz to earn continuing educational credits for specific qualification mentioned. This advance certificate program is not approved by any educational institution, training institute or regulatory body.

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Frequently Asked Questions

The Complete Guide to be a Catalyst CFO (CGCC) covers a vast area and provides strong guidance for making professionals successful CFOs playing a catalyst role. It encompasses the experience of a number of subject matter experts’ experience and expertise on various subjects of pivotal importance for a CFO. It covers topics of thinking and acting strategically, leadership, and a successful CFO’s role and motivates the learning. The certificate course ensures due importance to technical understanding, and application of knowledge by covering a vast number of topics such as GAAP principles, lease, revenue recognition, controllership, financial ratios, working capital management, risk management, budgeting, and financial modeling, etc. It also provides certain insights, pointers, and guidance with practical situations with examples that bring the subject to life. Thus, Complete Guide to be a Catalyst CFO (CGCC) creates a strong coverage to be a catalyst CFO.

The Complete Guide to be a Catalyst CFO (CGCC) covers a vast area to provide strong guidance on being a successful CFO playing a catalyst role. It provides experience of a variety of the speaker’s experience and expertise on various subjects of pivotal importance. The certificate course ensures that you provide due importance to the thought process, technical understanding, and application of knowledge. It also provides certain insights, pointers, and guidance with practical situations with examples that bring the subject to life Thus, Complete Guide to be a Catalyst CFO (CGCC) can be very useful.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
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