LEAD Program — Limited Seats

Implement with Momentum.
Your Financials. Live. Monthly.

For CEOs who want their financials implemented, updated, and analyzed alongside the curriculum

Everything in BUILD, plus monthly dashboard updates with your real numbers, strategic financial planning sessions, quarterly check-ins, and discounted additional team seats — so your leadership team stays in control of your financials every month.

Monthly
Dashboard Updates
5-Year
Rolling Forecast
1 Seat
+ Discounted Additional Seats
Limited
Seats Per Cohort
LEAD members — growth-stage companies with complex financial decisions
$5M–$50M RevenuePrivate Equity-BackedHi-Growth CompaniesIncreasing Financing Needs Founder-Led CompaniesPre-Exit Planning
The LEAD OS™ — Everything Included

LEAD builds on BUILD's foundation
and adds live implementation

You get everything in BUILD — curriculum, community, dashboard setup — plus the ongoing implementation layer that keeps your financials current and decision-ready every month.

01

BUILD Foundation

  • 1 seat — join one live cohort per year (4 cohorts offered annually)
  • State of the art CEO Financial Intelligence Dashboard — customized on Day 1
  • 65+ frameworks and decision tools
  • Community — C-suite leaders from 28 countries
  • Monthly masterclasses + quarterly workshops
  • 12-month rolling access to all materials and recordings
  • Annual model refresh
02

Implementation Layer

  • Monthly dashboard updated with your real actuals
  • API connection option — model connected directly to your data; zero manual lift
  • Strategic financial planning — live models, Q&A
  • Quarterly check-ins and in-person event opportunities
03

Community & Support

  • Strategic financial planning — numbers-driven, live Q&A
  • Community Q&A with Oana on financial decisions — answered async
  • Monthly masterclasses + quarterly workshops open to all members
  • Limited seats per cohort — application required
Your Monthly Rhythm

What happens every single month
when you're in LEAD

01
Dashboard Updated
Your actuals are integrated. Your CEO Financial Intelligence Dashboard is current. Your 5-year forecast is refreshed.
02
CEO Program
Join one of the 4 annual live cohorts and access all materials and recordings throughout the year.
03
Community Masterclass
Live group session with Oana + expert guests on a rotating financial intelligence topic.
04
Decision Support
Decision support through monthly group reviews and community Q&A for any strategic decision that needs financial input.
The CEO Financial Intelligence Dashboard

Your company's entire financial picture. In one place. From Day 1.

Most CEOs have financial data scattered across reports, spreadsheets, and their CFO's head. The CEO Financial Intelligence Dashboard brings all of it together — integrated, connected, and built for CEO-level decision making. In LEAD, your dashboard is updated every month with your latest actuals — so you always have real numbers, not last year's assumptions.

We don't give you a template and send you off. We build it for your company, with your numbers, with your 5-year assumptions. Your dashboard is live from Day 1 — and every month, we update it with your latest actual numbers, so you always have real-time visibility into your business.

Your Financial Intelligence Dashboard
Revenue (YTD)$22.4M ↑ 9%
Gross Margin41.2%
EBITDA$3.3M
EBITDA %14.8%
Operating Cash Flow$1.9M ↓ Watch
Real Free Cash Flow™$840K
Valuation$19.8M
EBITDA Multiple6.0×
⚠ Operating cash flow declined 12% vs prior quarter. Review cash flow module for optimization framework.
Monthly Dashboard Update
Your CEO Financial Intelligence Dashboard updated every month with your latest actuals — so your numbers are always current, not a year old.
5-Year Forward Forecast
A 5-year financial model built on your actual numbers — so you can see the future of your business today.
Live Cohort Curriculum
6-week live program with Oana — 12 sessions covering cash flow, capital allocation, valuation, risk, and decision frameworks.
Executive Community
A private global community of CEOs from 28+ countries — monthly masterclasses, quarterly workshops, and peer support.
Included in your Academy membership
CEO Financial Intelligence Dashboard

Built on your numbers. Live from Day 1. Every metric that matters — capital, cash flow, financial health, and enterprise value — in one integrated view.

◈ Income · Balance Sheet · Cash Flow
◈ 5-year rolling forecast
◈ Enterprise value tracking
◈ Financial health scoring
◈ Built for your company
Included in your Academy membership
The CEO Financial Intelligence Program

6 weeks live with Oana Labes, MBA, CPA. Capital · Cash · Risk. The financial leadership operating system every CEO needs to allocate, align, and anticipate — and lead with credibility in any room.

Explore the Curriculum →
◈ 6 weeks live
◈ 18 hours of content
◈ Capital · Cash · Risk
◈ Runs 4× per year
◈ Fully recorded
Member Results

CEOs who went deeper with the Academy

★★★★★
My CFO and I did this together and found tremendous value going through the program side by side. There was more depth here — with advanced tools we could directly apply to our business. You won't regret your time in this program.
Troy Kent
President, Kent Power · 650 employees, 6 US states
★★★★★
Going beyond the P&L and thinking about the company holistically — risk, capital allocation, free cash flow. That shift has been a big change at our leadership table. These are the things you should be doing that are going to create massive value in your company.
Scott Gerhardt
CFO, Kent Power
★★★★★
This is not an accounting course. It is strategic finance for real-world business. The value of the tools and content we got is outstanding.
Jonathan Milner
CEO, AIRE Global
Investment

LEAD Program Pricing

Limited seats per cohort. Application required.

Most Popular
LEAD — Implement with Momentum
$4,997/year
+ $499/month · Dashboard updates & analysis
Everything in BUILD, plus:
  • 1 seat + discounted additional team seats — bring your CFO, COO, or VP Finance
  • Monthly dashboard updates with your real company actuals
  • API connection option — model connects directly to your data, zero manual lift
  • Strategic financial planning — live models, Q&A
  • Quarterly check-ins and in-person event opportunities
Included BUILD Foundation:
  • 1 seat — join one live cohort per year (4 offered annually)
  • State of the art CEO Financial Intelligence Dashboard — customized on Day 1
  • Community — leaders from 28 countries across 24 industries
  • Monthly masterclasses + quarterly workshops
  • Annual model refresh
Enroll Now →
Considering institutional-grade Power BI reporting and strategic financial planning sessions? See COMMAND →
Value Comparison

LEAD costs a fraction of what it replaces

Fractional CFOs, advisory retainers, and financial consultants cost multiples of what LEAD delivers — without the curriculum, community, or institutional-grade infrastructure.

Fractional CFO Only

Typical Fractional CFO

$60K–$180K/yr
  • Delivers reports — not visibility
  • You read the output, not the story
  • No financial intelligence built for you as a CEO
  • No platform, no community, no curriculum
  • No infrastructure you own
  • Knowledge walks out when they do
  • Most give you a spreadsheet — not a system
Advisory Retainer

Strategic Advisory

$24K–$96K/yr
  • Strategic guidance sessions
  • Business analysis on request
  • Ad-hoc financial input
  • No live curriculum or education
  • No implementation infrastructure
  • No community or peer network
  • Generalized, not CEO-specific
Financial Intelligence Academy

LEAD Program

$4,997/year
+ $499/month · Dashboard updates & analysis
  • Monthly dashboard updated with your actuals
  • Strategic financial planning — live Q&A on your numbers
  • Full curriculum — 6-week live program, 18hrs content, 4×/year
  • Global community — C-suite leaders from 28 countries
  • 1 seat + discounted additional team seats — bring your CFO, COO, or VP Finance alongside you
  • CEO Financial Intelligence Dashboard stays with your company
Questions

Frequently Asked Questions

I have a CFO. Isn’t this their job?
Your CFO manages the numbers. You own the decisions that create them. If you can’t interrogate a forecast, stress-test a plan, or see a covenant risk before it lands, you’re depending on someone else to translate your own business for you. And when cash tightens or leverage spikes, the board holds you accountable — not your CFO. Many members bring their CFO with them, and the shared language is where the biggest gains show up. Troy Kent and his CFO Scott Gerhardt went through it together at Kent Power.
I don’t have a finance background.
Good. It’s built for exactly that. You won’t build spreadsheets or learn accounting. You’ll learn the handful of questions that drive every capital, cash, and valuation decision — and how to read the answers. Some of the strongest members came from sales, operations, or product.
I don’t have the time.
The live curriculum is 90 minutes, twice a week, for six weeks — and every session is recorded with lifetime access, so you watch on your own schedule. Set that against the cost of one mistimed hire or one badly structured loan, and the math isn’t close.
Is my financial data safe?
Yes. Your data is processed inside Microsoft Azure’s encrypted, enterprise-grade infrastructure and never leaves it. Your Dashboard is built for you and the people you choose to share it with.
Do I have to wait for a cohort to start?
No. You join today and your CEO Finance Dashboard is built on Day 1. The on-demand curriculum is yours immediately, and you step into the next live cohort when it runs.
How do the monthly dashboard updates work?
Each month, you share your latest financial data with us (P&L, cash flow, balance sheet). We update your CEO Financial Intelligence Dashboard so it reflects your real current numbers — not last year’s assumptions. You also join a monthly group dashboard review call where we walk through the numbers together and you can ask questions live.
Can I bring my CFO or team members?
LEAD includes 1 seat. Additional seats for your CFO, COO, or VP Finance are available at a discounted rate. Having your team in the program dramatically accelerates implementation — you build a shared financial language inside your company.
What if I want to upgrade to COMMAND?
Upgrading is always available and your LEAD investment is credited toward COMMAND. COMMAND adds the full institutional-grade Financiario infrastructure — 18+ Power BI dashboards, live financial model, API data connections, variance reports, rolling forecast, and monthly group strategy calls.
Ready for LEAD?

Your financials. Live.
Every single month.

Limited seats. Application required.

Enroll Now →
Need institutional-grade infrastructure? See COMMAND →