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RESOURCES

Missed the session? Explore the library.

Explore past CFO Call sessions and presentation decks from our team. No email or forms required.

FEATURED RESOURCE
CFO CALL
1
Living on the Ledger: Accounting & Audits in Life Science Startups
CFO Call session · Video
webinar
Life Sciences
Living on the Ledger: Accounting & Audits in Life Science Startups

A recorded session on bookkeeping, accounting, fractional CFO support, audit-ready systems, and grant tracking for life science startups.

CFO Call session · Video
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THE LIBRARY

Filter by the problem you are actually having.

TOPIC
webinar
1
Living on the Ledger: Accounting & Audits in Life Science Startups
CFO CALL
CRCFO
Life Sciences

A recorded session on bookkeeping, accounting, fractional CFO support, audit-ready systems, and grant tracking for life science startups.

CFO Call session · Video
VIEW RESOURCE →
deck
2
Start-up Best Practices
CFO CALL
CRCFO
Life Sciences

The CFO Call session on what a start-up finance function should have in place before it needs it.

CFO Call deck · PDF
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deck
3
Going Public
CFO CALL
CRCFO
General

What a public listing assumes you already have, walked through by the Practice Leaders who have done it.

CFO Call deck · PDF
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deck
4
Grant Accounting
CFO CALL
CRCFO
Nonprofit

Restricted funds, reporting deadlines, and the compliance detail that decides whether a grant renews.

CFO Call deck · PDF
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deck
5
Cash Flow Management
CFO CALL
CRCFO
General

How to know how long the money lasts, and what actually changes the answer.

CFO Call deck · PDF
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deck
6
Audit Readiness
CFO CALL
CRCFO
General

The work that makes an audit uneventful happens months before the auditors arrive.

CFO Call deck · PDF
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deck
7
Business Risk
CFO CALL
CRCFO
General

Naming the exposures a growing organization carries without noticing.

CFO Call deck · PDF
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deck
8
Employee Engagement
CFO CALL
CRCFO
General

The HR side of the CFO Call series, run with our Vice President of People.

CFO Call deck · PDF
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deck
9
Great Resignation & Banking
CFO CALL
CRCFO
Credit Unions

What a thin market for specialized financial talent did to community financial institutions.

CFO Call deck · PDF
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deck
10
Nonprofit Financials
CFO CALL
CRCFO
Nonprofit

Reading and presenting nonprofit financial statements so a board can act on them. Run with MANP.

CFO Call deck · PDF
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deck
11
Pivoting in Life Sciences
CFO CALL
CRCFO
Life Sciences

What changes financially when the science changes direction, and how fast the model has to follow.

CFO Call deck · PDF
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deck
12
PPP
CFO CALL
CRCFO
General

The Paycheck Protection Program session: eligibility, forgiveness mechanics, and the documentation that decided whether a loan converted.

CFO Call deck · PDF
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deck
13
R&D Tax Credit
CFO CALL
CRCFO
Tax

Qualifying, documenting, and claiming the credit, plus the mistakes that cost companies the benefit.

CFO Call deck · PDF
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THE CFO CALL ARCHIVE

Past CFO Call recordings and presentation decks.

The CFO Call was a topical conversation with our CFOs. Browse recordings and presentation materials from past sessions. No email or forms required.

Every deck downloads directly, with no email gate and no form.
Each one was presented by the CFO who owns that market.
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Reading a deck is one thing. Having someone own it is another.

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.