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.
You get everything in BUILD — curriculum, community, dashboard setup — plus the ongoing implementation layer that keeps your financials current and decision-ready every month.
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.
Built on your numbers. Live from Day 1. Every metric that matters — capital, cash flow, financial health, and enterprise value — in one integrated view.
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.
Limited seats per cohort. Application required.
Fractional CFOs, advisory retainers, and financial consultants cost multiples of what LEAD delivers — without the curriculum, community, or institutional-grade infrastructure.
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.
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.
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.
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.
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.
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.
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.
Upgrading is always available and your LEAD investment is credited toward COMMAND. COMMAND adds the full institutional-grade Financiario infrastructure — a live CEO Board Dashboard, live financial model, API data connections, variance reports, rolling forecast, and monthly group strategy calls.
Limited seats. Application required.
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