CFO Forum Resources

May 2024

Cyber Risk

Watch Video
Presentation
CPE Letter
Minutes
April 2024

Performance Analytics

Watch Video
Presentation
CPE Letter
Minutes
March 2024

Time Management

Watch Video
Presentation
CPE Letter
Minutes
February 2024

Captive Insurance Solutions

Watch Video
Presentation
CPE Letter
Minutes
November 2023

Developing A Winning Culture

Watch Video
Presentation
CPE Letter
Minutes
September 2023

Generative AI and CHAT GPT

Watch Video
Presentation
CPE Letter
Minutes
June 2023

Advanced Manufacturing

Watch Video
Presentation
CPE Letter
Minutes
May 2023

Retaining Expert Knowledge

Watch Video
Presentation
CPE Letters
Minutes
April 2023

Best Practices for Private Company Board of Directors

Watch Video
CPE Letter
Minutes
Additional Documents
March 2023

The Latest on ERTC and R&D Tax Credits

Watch Video
CPE Letters
Minutes
February 2023

Some Fundaments in Workplace Safety

Watch Video
Presentation
CPE Letters
Minutes
January 2023

The Entrepreneurial Operating “System”

Watch Video
CPE Letters
Minutes
November 2022

Inflation Reduction Act

Special Energy Depreciation and Credit 
Watch Video
October 2022

CFO Forum Core Value Enterprise Value

Watch Video
CPE Letters
Minutes
CFO FORUM

June 2022

Rehab of the Injured Worker

06/2022

Video
Slides
MInutes
CFO FORUM

April 2022

Cybersecurity

04/2022

EVENT RESOURCES
CFO FORUM

March 2022

Reducing Energy Usage and Costs

04/16/2022

Event Resources

Past Events

With a history of over 50 events The CFO Solution has created a large database of tips and best practices. Members can request slides from any of these events.
Salesforce Optimization
Tax Planning Models
Healthcare Best Practices
Cost Reduction
Recruiting / Hiring / Onboarding
Cyber Security
Outsourcing HR / Full or Partial PEO
Healthcare Coalitions (Captive)
Tax Reform Changes

February 2018

Finance and HR Working Together

January 2018

Monthly Playbook

Nevember 2017

Performance Measures Including APIs

October 2017

Healthcare Cost Management

Septeber 2017

Process Culture

August 2017

Source and Use Data

June 2017

Recruiting / Hiring / Onboarding

May 2017

Selling a Business

April 2017

Contract Terms and Conditions

March 2017

Private Financing

February 2017

International Finance

January 2017

Information Technology

November 2016

Healthcare

October 2016

Facilities and Fleet

September 2016

Tax Reductions

August 2016

Risk Management and Contingency Planning

July 2016

Expense Reduction

June 2016

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