Explore past CFO Call sessions and presentation decks from our team. No email or forms required.
A recorded session on bookkeeping, accounting, fractional CFO support, audit-ready systems, and grant tracking for life science startups.
A recorded session on bookkeeping, accounting, fractional CFO support, audit-ready systems, and grant tracking for life science startups.
The CFO Call session on what a start-up finance function should have in place before it needs it.
What a public listing assumes you already have, walked through by the Practice Leaders who have done it.
Restricted funds, reporting deadlines, and the compliance detail that decides whether a grant renews.
How to know how long the money lasts, and what actually changes the answer.
The work that makes an audit uneventful happens months before the auditors arrive.
Naming the exposures a growing organization carries without noticing.
The HR side of the CFO Call series, run with our Vice President of People.
What a thin market for specialized financial talent did to community financial institutions.
Reading and presenting nonprofit financial statements so a board can act on them. Run with MANP.
What changes financially when the science changes direction, and how fast the model has to follow.
The Paycheck Protection Program session: eligibility, forgiveness mechanics, and the documentation that decided whether a loan converted.
Qualifying, documenting, and claiming the credit, plus the mistakes that cost companies the benefit.
The CFO Call was a topical conversation with our CFOs. Browse recordings and presentation materials from past sessions. No email or forms required.
New decks, new writing, and the regulatory changes that will land on your close. Nothing else.
Every deck here was written by someone who could be running your finance function next month. One call, no charge, and a straight answer on fit.