All Programs

Three
programs.
One mission.

Every program includes curriculum, community, and a CEO Finance Dashboard™ built for your company. The difference is depth, implementation, and ongoing support.

BUILD

Understand Your Numbers

Clarity, confidence, and control from Day 1
$4,997/year
  • ✦ Join one 6-week live cohort of the CEO Financial Intelligence Program (offered 4× per year)
  • ✦ Full on-demand curriculum access
  • ✦ The CEO Finance Dashboard™ — built for you, Day 1 (or start with the demo dashboard and provision your own numbers any time during your membership)
  • ✦ Annual CEO Finance Dashboard™ model refresh
  • ✦ Community access (The CEO Finance Circle™)
  • ✦ Monthly community masterclasses + growing resource library
  • ✦ Framework library, checklists, cheat sheets
  • ✦ CEO narrative, guidance and reporting using our proprietary CEO Academy AI
  • ✦ Full-year access · most members renew
Learn More →
LEAD · Limited Seats

Live Numbers, Every Month

Your actual numbers, updated every month
$4,997/year
+ $499/month · Dashboard updates & analysis
  • ✦ Everything in BUILD, plus:
  • ✦ Monthly CEO Finance Dashboard™ model updates — your actual numbers, every month
  • ✦ Monthly group dashboard review — live Q&A, all LEAD members
  • ✦ Annual model refresh with updated results
  • ✦ Private LEAD community space
  • ✦ CEO narrative, guidance and reporting using our proprietary CEO Academy AI
Learn More →
COMMAND · By Application

Command-Level Intelligence

PE-grade intelligence, built to scale with you
Powered by Financiario
From $3,497/month
2 seats included · Additional companies extra
  • ✦ Everything in BUILD + LEAD, plus:
  • ✦ 2 seats included from Day 1 — bring your CFO or COO
  • ✦ Live 60-month institutional financial model — built and calibrated by Financiario
  • ✦ 18 board-ready, presentation-ready Power BI dashboards — auto-updating
  • ✦ Monthly variance reports and intelligent rolling forecast
  • ✦ API + SQL + CSV live data connections
  • ✦ Monthly group strategy calls
  • ✦ Full Financiario infrastructure live in 7–10 business days
  • ✦ CEO narrative, guidance and reporting using our proprietary CEO Academy AI
  • ✦ Intelligence that lives with your company and grows as you scale
Learn More →
Full Comparison

Everything, side by side.
Every feature, every program.

Feature BUILD LEAD COMMAND
Curriculum
6-week live cohort ✓ ✓ ✓
On-demand curriculum library ✓ ✓ ✓
On-demand video access to every session recording ✓ ✓ ✓
Framework library, checklists, cheat sheets ✓ ✓ ✓
Seats included 1 seat 1 seat 2 seats included
Implementation — Your Numbers
The CEO Finance Dashboard™ ✓ ✓ ✓
Annual CEO Finance Dashboard™ model refresh ✓ ✓ + monthly updates ✓ + monthly updates
Live 60-month institutional financial model — built, calibrated & maintained by Financiario — — ✓
18+ Power BI dashboards — board-ready, presentation-ready, built and maintained by Financiario — — ✓
API + SQL + CSV live data connections — — ✓
Monthly variance reports (board-ready) — — ✓
Intelligent rolling forecast ✓ ✓ ✓
CEO guidance ✓ ✓ ✓
Scenario planner ✓ ✓ ✓
Capital plan integration (covenants, loan timing) ✓ ✓ ✓
Community & Coaching
Financial Intelligence Academy Community ✓ ✓ ✓
Monthly community masterclasses + growing infographic library ✓ ✓ ✓
Monthly group dashboard review — ✓ ✓
Monthly group strategy calls — — ✓
Private tier community (exclusive space) — ✓ ✓
Ask Oana ✓ ✓ ✓
Access & Enrollment
Join anytime (no cohort wait) ✓ ✓ Application required
Enrollment type Open enrollment Limited seats By application only
Investment $4,997/year $4,997/year
+ $499/month · Dashboard updates		 From $3,497/month
2 seats included
12-month plan includes CEO Program + CEO Dashboard + Community CEO Program + CEO Dashboard + Community + Monthly Dashboard Updates CEO Program + CEO Dashboard + Community + Monthly Dashboard Updates + Full Financial Intelligence Reporting & Forecasting Infrastructure
12-Month Plans

What your annual plan
includes and renews

The Academy is designed as a multi-year journey. Financial intelligence compounds. So does the value of your implementation infrastructure.

BUILD · Annual

Annually refreshed financials

  • ✦ Annual CEO Dashboard refresh with your latest numbers
  • ✦ Continued access to curriculum — continuously improved
  • ✦ Growing library of frameworks, infographics & checklists
  • ✦ Community + monthly masterclasses
  • ✦ Join one live cohort annually
LEAD · Annual

Monthly updates, every year

  • ✦ Monthly CEO Dashboard updates — your numbers, every month
  • ✦ Continued access to curriculum — continuously improved
  • ✦ Growing library of frameworks, infographics & checklists
  • ✦ Community + monthly masterclasses + monthly group dashboard reviews
  • ✦ Join one live cohort annually
COMMAND · Monthly

Full intelligence every month

  • ✦ Monthly CEO Dashboard updates
  • ✦ Full Financiario infrastructure active — 18+ dashboards, model, variance reports & forecast
  • ✦ Monthly group strategy calls
  • ✦ Curriculum — continuously improved + growing infographic library
  • ✦ Community + monthly masterclasses + monthly group dashboard reviews
  • ✦ Join one live cohort annually
Ready to decide?

Join the free masterclass first — or apply directly to the program that's right for your company.

Start with BUILD → Explore LEAD → Apply to COMMAND →
Not sure yet? Watch the free masterclass →
Common Questions

Everything you need to
know before you decide

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.

Every member gets immediate access to a fully built CEO Finance Dashboard™ demo — so you can start learning the model, running scenarios, and building financial fluency from day one. When you’re ready to connect your own numbers — whether that’s week one or month six — we provision your custom dashboard at that point. There’s no deadline. Your membership gives you the full year to activate it.

Membership is annual — you commit to one year, and you’re never auto-locked into the next. Once you have a CEO Finance Dashboard™ built on your actual numbers, a 6-week live curriculum behind you, and a global peer community running alongside your decisions, most members don’t ask that question. The value compounds every month. If your situation changes after year one, you simply don’t renew. No penalties.