The CEO Finance OS™

Scale Your Company with the #1
CEO Financial Intelligence
Academy in the World.

The CEO Financial Intelligence Academy combines expert curriculum, coaching tailored directly to your numbers, and a global community of CEOs — so you stop making million-dollar decisions based on gut feelings and start leading with the confidence of a world-class operator.

Trusted by hundreds of executives leading over $6B in revenue across 28+ countries.

$6B+
Combined Member Revenue*
28+
Countries
4×/yr
Live Cohorts
Day 1
Dashboard Live
* Combined self-reported annual revenue of member companies at time of enrollment.
Members across every growth stage and industry
Technology SaaS & Software Professional Services Manufacturing Real Estate Healthcare PE-Backed
The CEO Finance OS™

Curriculum. Coaching. Community.
A 12-month operating system. Installed on your company Day 1.

01 · Curriculum
The CEO Finance Framework™
The knowledge system every CEO needs

The complete financial intelligence curriculum — live cohorts, on-demand access, and the playbook library every growth-stage CEO should have to scale.

  • 4 live cohorts per year — join the next available
  • 6-week curriculum — Wednesdays & Fridays 12PM EST
  • On-demand curriculum library — replay anytime during your membership
  • Proven frameworks
  • Extensive resource library
  • Monthly community masterclasses
02 · Coaching
The CEO Finance Dashboard™
Built for your company on Day 1

Every executive that joins gets a state-of-the-art CEO Finance Dashboard — custom-built for their numbers. Nothing like this exists anywhere else.

  • 20+ modules — interconnected
  • From past performance → future assumptions
  • Integrated P&L, balance sheet, cash flow
  • Financial health → cash flow → valuation

Your financial data is processed securely and never leaves Microsoft Azure's end-to-end encrypted, enterprise-grade infrastructure.

03 · Community
The CEO Finance Circle™
28+ countries, 24+ industries

The CEO Finance Circle is the executive community connected by the same frameworks, the same language, and the same drive to lead with real financial intelligence.

  • Immediate access after enrollment
  • Members from 28+ countries, 24+ industries
  • Monthly check-ins + quarterly strategy reviews
  • Annual Financial Intelligence Planning Session
  • Access to Oana for async Q&A
Programs for Every Stage of Growth

Whether you're building foundations
or commanding PE-grade infrastructure.

Every program includes the CEO Finance OS™ — expert frameworks, coaching on your own CEO Dashboard and the power of an international community.

BUILD
Best for $1M–$20M Revenue

For CEOs ready to stop guessing and start leading with financial foresight — starting with a custom-built dashboard on Day 1.

  • CEO Finance Dashboard™ — built for your company, Day 1
  • 6-week live cohort — CEO Finance Framework™ curriculum
  • On-demand curriculum + resource library
  • The CEO Finance Circle™
  • Monthly community masterclasses
  • Access to Oana for async Q&A
  • Annual dashboard refresh
  • CEO narrative, guidance and reporting using our proprietary CEO Academy AI
Explore BUILD →
COMMAND
Best for $10M–$200M+ Revenue

For CEOs who need PE-grade financial infrastructure embedded directly in their company — board-ready, lender-ready, always live.

  • Everything in BUILD + LEAD, plus:
  • Live 60-month institutional financial model — built by Financiario
  • 18+ Power BI dashboards — board-ready, auto-updating
  • Monthly variance reports + intelligent rolling forecast
  • CEO guidance + scenario planner
  • Monthly group strategy calls
  • Join one live cohort annually (2 seats)
  • In-person events (by invitation only)
  • CEO narrative, guidance and reporting using our proprietary CEO Academy AI
Apply for COMMAND →
What CEOs Are Saying

Real executives. Real companies.
Real financial intelligence built.

★★★★★
"This program helped us understand and drive free cash flow and enterprise value at the same time." That's the goal we're after, and we're finally building toward it. Tremendous value. Can't recommend it enough.
Troy Kent
Troy Kent
President, Kent Power · 650 employees across 6 US states
★★★★★
"It's a shift from just talking about profit or EBITDA — to capital allocation, free cash flow, and how much we can afford to grow." Going beyond the P&L and thinking about the company holistically. That's the real change.
Scott Gerhardt
Scott Gerhardt
CFO, Kent Power · Program completed alongside CEO
★★★★★
"In my many years of learning, this is the most powerful, dynamic, complete program I've ever been involved with." This is not just information. This is wisdom — applied, distilled, and immediately usable.
Larry Tyler
Larry Tyler
Fractional CFO & Former Commercial Banker
★★★★★
"This isn't an accounting course. It's strategic finance for real-world business." It completely changed how I lead financial conversations with my board and capital partners.
Jonathan Milner
Jonathan Milner
CEO, AIRE Global
★★★★★
"Financiario built us the perfect system in days. We know the impact of every decision on our long-range plans." We can meet anytime with anyone to discuss the business with confidence.
Clive Margetts
Clive Margetts
Founder & CEO
★★★★★
"This was an outstanding investment for me personally and for our business." The curriculum was thoughtfully structured, community was great to have, and Oana's energy made the experience both engaging and immediately applicable.
Ryan Shaver
Ryan Shaver
COO, Trusted Influence
See All Success Stories →
The Transformation

Become a Top 1% Financially Intelligent CEO

Without the CEO Finance OS™
  • "I know we're growing but I don't really know if we're profitable deal by deal."
  • "My CFO gives me reports but I don't know what questions to ask."
  • "We're making money but I never seem to have enough cash."
  • "We had a great year on paper then almost ran out of cash in Q1."
  • "I'm making million-dollar decisions based on gut feel."
  • "When someone asks what the business is worth, I genuinely don't know."
With the CEO Finance OS™
  • Every major decision connected to cash, risk, capital, and enterprise value
  • Complete visibility into cash flow — months before pressure shows up
  • You lead the conversation with your CFO, board, bankers, and investors
  • Capital decisions made with discipline and clear trade-off visibility
  • You build and protect your valuation — before anyone else scores it
  • Confidence in every room: investor, lender, acquirer, board, partner
Free Resources

The CEO Financial Intelligence
Resource Library

Proven frameworks, decision tools, and financial intelligence resources — free for CEOs who want to lead with foresight.

Free Toolkit

CEO Financial Decision Checklist™

The 12 questions every CEO should ask before any major capital decision — hiring, acquisitions, debt, equity.

Download Free →
Free Diagnostic

CEO Financial Intelligence Score™

Discover exactly where your financial blind spots are — across capital, cash flow, risk, and enterprise value — with a personalized score.

Take Free Diagnostic →
Free Masterclass

CEO Financial Intelligence in 60 Minutes

Four frameworks that protect your cash, multiply your valuation, and make you the most powerful leader in any room. Hosted by Oana Labes, MBA, CPA.

Register Free →
Start Here — Free

The most valuable 60 minutes
you'll spend on your business this year.

A free 60 minute session with Oana Labes, MBA, CPA. Walk away with frameworks you can apply to your business the same day — on cash flow, capital allocation, valuation, and the decisions that quietly erode your company's value.

Register for the Masterclass →
Common Questions

Everything you need to know
before you decide.