Financial Webinars

Join our live and on-demand webinars covering CFO strategy, financial operations, and industry-specific finance topics. Each session is led by experienced CFOs and finance professionals sharing practical, actionable insights.

Upcoming Webinars

Building a Board-Ready Financial Package

Learn what board members actually want to see in your financial reporting. Covers format, content, frequency, and presentation tips from CFOs who have built reporting packages for hundreds of board meetings.

Cash Flow Forecasting Masterclass

Hands-on session building a 13-week cash flow forecast from scratch. Includes template walkthrough, best practices, and common pitfalls. Related to our cash flow management approach.

SaaS Metrics Deep Dive

Understanding and calculating MRR, ARR, NRR, CAC, LTV, and burn multiple. What investors look for and how to present these metrics credibly. See our technology CFO services.

On-Demand Library

When Your Business Needs a CFO

The signals, the options, and how to make the right choice. Covers fractional, virtual, outsourced, and full-time models. Related to our CFO services overview.

Financial Modeling for Non-Finance Founders

A practical introduction to building financial models that communicate your business plan. Designed for founders and operators, not accountants.

Preparing for Due Diligence

What to expect when investors, acquirers, or lenders examine your financials. Preparation steps that make the process faster and less painful.

Pricing for Profitability

How to set prices that support margins, growth, and competitive positioning. Covers value-based pricing, competitive analysis, and price testing frameworks.

Webinar Format

Duration: 45–60 minutes including Q&A
Format: Presentation with live examples, followed by audience questions
Recording: All webinars are recorded and added to the on-demand library
Materials: Slides, templates, and supplementary resources shared with attendees

Explore related resources: Financial Guides | Financial Templates | Community

Return to Resources or the home page.

Financial Resources

Resource	Link
Fractional CFO Services	View Document
Virtual CFO Services	View Document
Outsourced CFO Services	View Document
Financial Planning & Analysis	View Document
Cash Flow Management	View Document
Financial Reporting	View Document
Fundraising Support	View Document
M&A Advisory	View Document

Industry Expertise

Industry	Link
Startup CFO	View Document
Healthcare CFO	View Document
SaaS CFO	View Document
Construction CFO	View Document
E-commerce CFO	View Document
Manufacturing CFO	View Document
Nonprofit CFO	View Document
Professional Services CFO	View Document
Technology CFO	View Document
Real Estate CFO	View Document
Retail CFO	View Document
Legal CFO	View Document

Regional Services

Market	Link
Phoenix CFO	View Document
Scottsdale CFO	View Document
Dallas CFO	View Document
Denver CFO	View Document
Austin CFO	View Document
Houston CFO	View Document
Los Angeles CFO	View Document
San Diego CFO	View Document
San Antonio CFO	View Document
Las Vegas CFO	View Document
Tucson CFO	View Document
Albuquerque CFO	View Document
Salt Lake City CFO	View Document
Portland CFO	View Document
Seattle CFO	View Document

Document Library

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Complete Resource Index