The CEO Finance Framework™

The Financial Leadership
Operating System for CEOs Who Scale

A live, 6-week curriculum that gives you the frameworks, language, and decision systems to stop delegating financial judgment — and start owning the outcome.

Led by Oana Labes, MBA, CPA · 18 hours live · Runs 4× per year · Recorded + on-demand access included

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The CEO Finance Framework™

Capital · Cash · Risk

Three constraints that run every business. Every strategic decision creates or destroys value through these three levers. Most executives watch only one at a time. This framework forces all three — simultaneously.

Allocate

Capital

The First Decision

Source and deploy capital to its highest risk-adjusted return. Every dollar in the right place — sized against your real capacity to fund it, not gut feel or lender appetite. This is where strategy begins.

Align

Cash

Timing Is Everything

Align cash inflows and outflows to the capital plan. P&L, balance sheet, and cash flow connected into one picture — not three separate reports produced by three separate people after the month is already closed.

Anticipate

Risk

Before It Finds You

See what could break the plan before it happens. The covenant breach, the capex you can't afford, the lost PE opportunity — all visible months out. Manage, mitigate, or transfer before it erodes future cash flows and valuation.

Allocate intentionally. Align precisely. Anticipate relentlessly.
That's not financial management. That's how enterprise value is built — and protected.

Financial Leadership:
Your Superpower or Your Kryptonite

When a CEO can lead financially

Anticipates cash pressure and risk months before they hit
Allocates capital with discipline — every investment evaluated against real capacity
Owns the financial outcome — decisions hold up under board, lender, and investor scrutiny
Strategy translates into execution. Value compounds. The company moves faster and cleaner.

When a CEO can't

Capital goes to the wrong places or moves too late
Risk shows up after options disappear — covenant breaches, cash crises, PE firms walking
The CFO is buried in reporting — not decision support. Strategy and cash flow never meet.
Enterprise value erodes. Complexity grows faster than financial control. The business stalls.

This program turns financial leadership into a repeatable executive capability — so you develop the foresight, discipline, and authority to lead decisively when it matters most.

Because at the CEO level, financial leadership isn't optional. It's the difference between compounding and collapsing.

What Makes This Different

Built exclusively for the CEO's role.

Financial Intelligence Focus

Exclusively focused on the strategic financial acumen CEOs need to drive decisions — unlike broader leadership programs that lack financial depth.

CEO-Centric Approach

Not about becoming your CFO. It's about becoming a CEO who can challenge assumptions, align strategy with resources, and protect value.

Proprietary Frameworks

Complex financial concepts simplified into practical decision-making tools for immediate implementation in your business.

6 Weeks. 18 Hours. The Financial Leadership Operating System CEOs Use to Scale.

Each week builds the judgment CEOs need to anticipate pressure, allocate capital, and lead with credibility — not just read reports.

Week 1 Business Valuation — The Ultimate Scoreboard

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Every CEO needs to understand what their business is worth — and why. This module breaks down the true drivers of business value: future cash flow potential, risk, capital structure, and leadership strength.

  • Understand how investors, lenders, and buyers assess companies
  • Link your business model and capital strategy to real enterprise value
  • Identify steps to increase valuation by improving cash flow and reducing risk

Week 2 Financial Statements — Reading Numbers as an Executive

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Financial statements tell the story of your business — if you know how to read them. Interpret income statements, balance sheets, and cash flow statements to ask the right questions and spot red flags.

  • Interpret key financial statements with confidence
  • Move beyond surface-level KPIs to the insights that matter
  • Connect financial results to operations and strategy

Week 3 Financial Health — Resilience, Scalability, Constraints

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Growing businesses often look great on paper — but crack under pressure. Evaluate how resilient and scalable your company really is across profitability, liquidity, efficiency, solvency, and cash flow.

  • Assess the full financial health of your business using practical tools
  • Stress-test your numbers and identify weak points before they limit growth
  • Build the financial resilience needed to scale with confidence

Week 4 Strategic Planning, Forecasts & Budgets

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Your past performance is history. This module builds the financial roadmap for the future — long-range plans connected to your goals, forecasts that reflect reality, and budgets that drive execution.

  • Create a 5-year financial plan aligned with your business strategy
  • Build budgets and rolling forecasts that drive accountability
  • Use scenario planning to prepare for upside and downside risks

Week 5 Capital Allocation — What to Fund, What to Cut

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Where you put your money is where your strategy lives. A 5-step capital allocation framework to prioritize, evaluate ROI, balance risk and return, and implement performance management systems.

  • Use a structured framework to allocate capital across competing priorities
  • Evaluate investments using NPV, IRR, and Free Cash Flow
  • Select KPIs and monitor them with dashboards for execution and performance

Week 6 Stakeholder Communication — Command the Room

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The most effective CEOs don't just understand the numbers — they communicate them to align teams, influence investors, and build trust. Strategic storytelling, board-ready insights, and leading with financial intelligence.

  • Use financial insights to tell a strategic story and influence decisions
  • Communicate clearly with boards, lenders, and investors
  • Lead your company using real-time dashboards and dynamic forecasts
Who It's For

Built for Leaders Who Own the Outcome

CEOs & Board Members

Who want to move beyond surface-level financials and gain real insight into the numbers that drive performance, risk, and long-term value creation.

C-Suite Executives

Who are navigating the tension between vision and execution — and need sharper financial thinking to support strategic decisions and lead with credibility.

Senior Leaders

Who are ready to operate at the next level — building the financial acumen and strategic thinking expected in the C-suite and the boardroom.

How It Works

Proven Frameworks. World-Class Materials.
Immediate Value.

The curriculum is part of the CEO Financial Intelligence Academy — designed as a 12-month renewable subscription so you continue building, expanding, and strengthening your financial leadership and results long after the live cohort ends.

Weekly Masterclasses

Live, 90-minute sessions every Wednesday for 6 weeks.

Wednesdays · 12 PM ET / 4 PM GMT*

Weekly Q&A

Live group Q&A sessions every Friday for 6 consecutive weeks.

Fridays · 12 PM ET / 4 PM GMT*

Frameworks Toolkit

Custom frameworks to understand, retain, and apply every program concept.

Included in your subscription

The CEO Finance Circle™

Access to a global executive community running the same frameworks across 28+ countries.

Immediate access on enrollment

*During daylight saving time (March–November), the GMT equivalent shifts to 5 PM BST / 5 PM CEST. Check your local time zone for exact session times.

Also Included in Your 12-Month Subscription
500+ Professional Slides
6 Sets of Program Notes
Full Video Recordings
Mobile Access
Certificate of Completion
What Else You Get

Value-Packed Bonuses

Bonus

Cash Flow Masterclass

2.5 hours on-demand. Deep dive into how cash actually moves through your business.

Bonus

Financial Analysis Masterclass

5.5 hours on-demand. The analytical frameworks behind every financial decision.

Bonus

10 Essential Cheat Sheets & Checklists

Decision tools from the program — ready to use in your boardroom.

Bonus

The Dynamic Valuation Model

Model your company's enterprise value and scenario-test key assumptions.

Bonus

The Cash to Cash Waterfall

Visualize exactly where your cash goes and where it gets trapped.

Bonus

65+ Additional Materials & Study Guides

Comprehensive reference library across all six program modules.

28Countries
24Industries
$6B+Member Revenue
$350M+Funding Advised
15Years Experience

Financial Leadership Is a CEO Responsibility

If you're scaling a business where capital, cash, and credibility matter, financial leadership cannot remain delegated. Start here.

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