CFO Forum Resources

October 2025

Unique, High-Value Benefits

Benefits Savings

Tuition Discount

September 2025

Tax Savings: R&D Credit and 179D Energy Deduction

June 2025

Tacticts for Sustainable Cost Reduction

May 2025

Building Wealth for the CFO

Watch Video

Presentation

CPE Letter - CFO Forum

CPE Letter - Networking

Minutes

April 2025

IT – In-house or Outsourced?

March 2025

Building a Financial Framework for Growth

February 2025

Risk Management and Insurance

January 2025

Healthcare & Prescription Drugs 2025

December 2024

Post Election Economic Outlook

November 2024

Business Intelligence: From Data to Decisions

May 2024

Cyber Risk

April 2024

Performance Analytics

March 2024

Time Management

February 2024

Captive Insurance Solutions

November 2023

Developing A Winning Culture

October 2023

More AI Discussions

Watch Video

September 2023

Generative AI and CHAT GPT

June 2023

Advanced Manufacturing

May 2023

Retaining Expert Knowledge

April 2023

Best Practices for Private Company Board of Directors

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CPE Letter

Minutes

March 2023

The Latest on ERTC and R&D Tax Credits

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CPE Letters

Minutes

February 2023

Some Fundaments in Workplace Safety

January 2023

The Entrepreneurial Operating “System”

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CPE Letters

Minutes

November 2022

Inflation Reduction Act

Special Energy Depreciation and Credit

Watch Video

October 2022

CFO Forum Core Value Enterprise Value

June 2022

Rehab of the Injured Worker

06/2022

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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