CFO Executive Training & Certification

Growing Leaders for a Growing Movement

Strong institutions are served by astute financial leaders who both accurately manage the financial operations of the organization and provide keen foresight for the financial planning of institutional leaders.

CFO Training Program Curriculum

The seven areas of training outlined below form the structure for this executive training program, specifically designed to prepare CFOs to serve with greater competency and expanded capacity. The bullets under each section identify the various presentations that will be offered over a two year cycle, delivered during Fall conferences and the Annual Meetings – a total of over 35 different workshops as part of the training program.

 

CFO & Institutional Leadership

  • The CFO & President – an Empowering Partnership
  • The CFO’s Role & Responsibilities to the Board
  • Serving the Executive Team – Vital, Timely Information
  • Building & Managing the Institutional Budget
  • Crafting & Managing a 5-Year Financial Plan
  • Oversight & Counsel Regarding Financial Strength & Viability
  • Strategic Planning for Plant Development & Expansion

 

The Art & Science of Financial Management

  • The Essential Roles & Responsibilities of the CFO
  • Financial Management Principles for the Educational Non-Profit
  • Leading with Financial Key Performance Indicators & Dashboard Development
  • Data-driven Decision Management – How to Obtain & Analyze the Data You Need
  • Essential Financial Policies & Policy Handbook
  • Effective Systems of Checks & Controls
  • Prudent Management & Forecasting of Cash Flow & Long-term Debt
  • Oversight of Banking & Investment Services

 

Leading the Financial Management Team

  • Oversight of Institutional Payroll, Pension, & Employee Benefits
  • An Effective Employee Search Process
  • The Art of Employee Evaluation & Transition/Termination
  • Navigating Complex HR Cultural Waters with Grace & Prudence
  • Strategic Planning & Business Model Implications for Financial Aid
  • Monitoring Institutional Financial Aid & Compliance
  • Financial Analysis & Management of Academic Programs & Net Profitability
  • Retention & Security of Institutional Financial & Legal Records

 

Financial Audits & Ratios

  • Understanding & Explaining the Institutional Financial Audit
  • The Essential Features & Deliverables of a Sound Financial Audit
  • Evaluating & Selecting a Right Accounting Firm
  • Getting the Most from Your Auditor – What to Expect
  • Understanding Key Financial Ratios & Indices

 

Government Regulations & Compliance

  • Current Tax Regulations & Compliance Standards
  • Employee Relations & Regulations – HR Guidelines
  • Form 1090 – Purpose & Design
  • Essentials of Government Reporting & Documentation
  • Preparing for & Responding to a Government Audit

 

Risk Management

  • Conducting a Comprehensive Institutional Risk Assessment
  • Securing Cost-Effective, Prudent & Comprehensive Risk Coverage
  • Legal Counsel & Institutional Legal Risk Management
  • Exigency Preparations & Policies
  • Disaster Planning & Recovery
  • Campus Safety – Audit & Oversight Relative to Insurance Coverage

 

Physical Plant, Property & Equipment

  • Oversight of institutional Plant Operations
  • Effective Management of Maintenance
  • Effective IT Operations & Oversight

Executive Training and Certification Program

Enrollment

  • $100

100 Points Required to Complete the Certification Program 

  • Program to be delivered over two years
  • May be entered into at any time
  • Total of 4 events to include 8 presentations during each 2-Day Conference/Annual Meeting
  • Total of 32 presentations plus other electives during Annual Meeting
  • 2-Day training in the fall – 20 points x 2 years 
    • 40 Points
  • 2-Day Training During Annual Meeting – 20 points x 2 years
    • 40 points
  • Personal Assessment and Development Plan
    • 10 points
  • Personal Engagement in Position for 3 years and supervisor evaluation
    • 10 points

Program Coordinators

David Medders
Executive Vice President
david.medders@abhe.org

 

 

Carol Dibble
Director of Communications & Events
carol.dibble@abhe.org