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CEO Financial Intelligence Academy  ·  Final cohort of 2026 · Starts November 11

Stop running your company on a 30-day-old P&L.

The done-for-you finance system for CEOs. You join the cohort. We build your CEO Finance Dashboard connected to your own numbers in 48 hours. You walk out making million-dollar calls with foresight and frameworks, not guesswork.

$4,997 Enrollment closes November 11
Enroll in the CEO Academy →Get the 4 month payment plan CEO Academy BUILD · Dashboard live in 48 hours · 18 CPE credits · 100% guarantee
Custom dashboard configured for you in 48 hours Frameworks delivered in 18 hours over 6 weeks Access everything for 12 months
★★★★★ Rated 5 stars by CEOs and CFOs · 18 CPE credits for live attendance · CPA-led · $500M+ in financing enabled · 400+ companies advised
★★★★★
“The most valuable financial training I've ever taken.”

Faster than an MBA, it will supercharge your decisions at a remarkably affordable price.

Michael Szymanski
Michael SzymanskiCFO, Gage Technologies
★★★★★
“One of the best experiences I have engaged with.”

I improved our capital cash flow by 11%, and I anticipate cash pressure and financial risks months in advance now.

Bob Milner
Bob MilnerCEO and Founder, Terbo Enterprises Inc.
★★★★★
“I control the narrative. I didn't do it until now.”

I went from a score of 6 to 10 in 6 weeks. Previously, decision-making was driven by top-line financial indicators. Now we use a 360-degree assessment of risk factors and cash flow sustainability. It provides a single source of truth for both expertise and confidence.

Marius MazareanuRegional Director, Regina Maria Health Network
Special pricing and the $500 bonus expire inEnrollment for the November 11 cohort closes in 00d00h00m00s Enroll now →
Does this sound like you?

You struggle to drive your company forward while looking in the rearview mirror.

Accounting tells you where you have been. It cannot tell you how far profit can fall before you breach a covenant, what your cash flow can pay for, or how much you can borrow, distribute, and invest without breaking the company. Those decisions are yours to own.

Financial accounting

Backward looking

Financial reports. Tax filing. Compliance. A record of what already happened, delivered after you can act on it.

Financial intelligence

Forward looking

How fast can you afford to grow? How do you fund it? What can you distribute? What is your true borrowing capacity? How much cash flow is already committed? Are your covenants at risk?

We built the Academy to hand you those answers, done for you, connected to your own numbers.

Enroll in the CEO Academy →Get the 4 month payment plan
CEO Academy BUILD · $4,997 with code · closes October 1 · enrollment closes November 11
The cost of running blind

Profit is one number. Your company runs on much much more.

Most CEOs watch profit and fly blind on the drivers that decide whether they have the cash flow to fund their plans, and what a bank will approve or a buyer will pay.

01

You run on profit alone

Cash, liquidity, solvency, and efficiency move underneath the P&L, and you find out the quarter it is too late to steer.

02

You meet the numbers late

The bank reads your balance sheet before you do. You learn about the squeeze in a credit review, not in a forecast.

03

You lose room to move

Without your capacity in dollars, every borrow, distribute, and expand decision is a guess made with the doors half closed.

Enroll in the CEO Academy →Get the 4 month payment plan
CEO Academy BUILD · $4,997 with code · closes October 1 · enrollment closes November 11
This is your time to

Run your company with foresight, on your terms.

Enroll in the CEO Academy →Get the 4 month payment plan
CEO Academy BUILD · $4,997 with code · closes October 1 · enrollment closes November 11
Introducing

The CEO Financial Intelligence Academy.

Three things work together for 12 months: the playbooks you learn, the dashboard you run, and the community that keeps you moving. We do the building. You do the deciding. You join six live weeks and we hand you a finished system connected to your own numbers.

Pillar 1 · Curriculum

Six weeks. Six playbooks. One financially intelligent CEO.

Learn each playbook weekly with Oana. See it live in your CEO Finance Dashboard™. Wednesdays teach the framework. Fridays are practice cases on real scenarios.

The CEO Finance Playbooks, the six-book curriculum library
Week 1

Business Valuation: The Ultimate Scoreboard

Understand what your company is worth and why. See how investors, lenders, and buyers assess it, and the steps that raise your valuation through stronger cash flow and lower risk.

Week 2

Financial Statements: Reading Numbers as an Executive

Interpret your income statement, balance sheet, and cash flow statement to ask the right questions and spot red flags. Connect financial results to operations and strategy.

Week 3

Financial Health: Resilience, Scalability, Constraints

Evaluate how resilient and scalable your company is across profitability, liquidity, efficiency, solvency, and cash flow. Stress-test your numbers and find the weak points before they limit growth.

Week 4

Strategic Planning, Forecasts and Budgets

Build a 5-year financial plan aligned with your strategy, budgets and rolling forecasts that drive accountability, and scenario plans that prepare you for upside and downside risk.

Week 5

Capital Allocation: What to Fund, What to Cut

Use a 5-step framework to prioritize investments and evaluate them with NPV, IRR, and free cash flow. Balance risk and return, then monitor execution with dashboards.

Week 6

Stakeholder Communication: Command the Room

Turn your numbers into a strategic story for boards, lenders, and investors with board-ready insights. Lead your company with real-time dashboards and dynamic forecasts.

Included with your 12-month membership: 500+ professional slides, 6 sets of program notes, full video recordings, mobile access, and a certificate of completion.

Pillar 2 · Dashboard

Your CEO Finance Dashboard™, live on your numbers.

Not a template. Built for your company from your own data and live within 48 hours. Income statement, balance sheet, and cash flow in one view, with Ask AI CEO answering your capital questions in plain language.

CEO Finance Dashboard board summary: income statement, balance sheet, and cash flow in one view
CEO Finance Dashboard with the Ask AI CEO panel answering a capital question in plain language
Done for you

You build nothing. We configure everything.

48 hrs

to your custom dashboard, live on your data

Yours

Not a template. Built for your company.

Day 1

Built to deliver value immediately

Pillar 3 · Community

The CEO Finance Circle. Support for 12 months.

You do not run the frameworks alone. Join CEOs and CFOs running a total of $6B in revenue across 5 continents and 30+ countries, with live access to Oana and full access to everything.

Live masterclasses

Go deeper on the decisions CEOs face, taught live and recorded.

Weekly coaching

Bring your own scenarios. Apply the frameworks with Oana.

12 months of support

Full access to every playbook, recording, and tool for the whole year.

Enroll in the CEO Academy →Get the 4 month payment plan
CEO Academy BUILD · $4,997 with code · closes October 1 · enrollment closes November 11
Everything you get inside the CEO Academy

10x return on your investment.

Curriculum, coaching, and community, compounding for a full 12 months. Here is what it is worth, and what you pay.

Curriculum

The CEO Finance Framework

  • Six weeks live with Oana Labes, MBA, CPA, every session recorded
  • The 20% of finance that drives 80% of your decisions
  • Frameworks that turn your numbers into decisions you can defend to a board or a bank
  • Friday practice cases on real scenarios, so the frameworks meet real calls
  • 18 CPE credits for live attendance, for your CFO, Controller, or Finance Director
  • Cash Flow Masterclass, 2.5 hours on-demand
  • Financial Analysis Masterclass, 5.5 hours on-demand
  • 10 Essential Cheat Sheets and Checklists
Value$16,887Included
Coaching · the centerpiece

Your CEO Finance Dashboard, built for you

  • Built for you on your source accounting data in 48 hours, encrypted end to end, so your financials stay yours
  • 5 years historical and 5 years forecasted income statement, balance sheet, and cash flow, plus health ratios, covenants, valuation, and capital capacity, all in one place
  • Answer in seconds: how far EBITDA can drop before something breaks, your debt and dividend capacity, your multiple under three scenarios
  • Access it from anywhere, with secured single-user access
  • Governed AI copilot to read your numbers and pressure-test decisions. Your data never trains any model. You own it.
Value$26,134Included
Community

The CEO Finance Circle

  • A community of CEOs and CFOs running a total of $6B in revenue across 5 continents and 30+ countries
  • Access to Oana Labes for one-on-one private coaching sessions to apply the Academy frameworks to your scenarios
  • 12 months of support, so you can run the frameworks and operate your CEO dashboard with full confidence
Value$7,976Included
Bonus

Private onboarding call with the Academy founder

  • Connect your strategy with the CEO Dashboard and hit the ground running once inside the Academy
Value$1,500Included
Bonus

18 CPE credits

  • Fulfill up to 18 hours of your annual requirement while you build your financial intelligence
  • Bring your CFO, Controller, or Finance Director so they can build theirs alongside you and meet their CPA CPE obligations

Financiario LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Value$1,997Included
Enroll in the CEO Academy →Get the 4 month payment plan
CEO Academy BUILD · $4,997 with code · closes October 1 · enrollment closes November 11
The cost you cannot see

You are already paying to solve this.

The average mid-market CEO spends hundreds of hours annually struggling to make sense of the past instead of deciding the future. You pay it every year, in hours and in dollars, and you never see the invoice.

500
hours a year
×
$400
an hour
=
$200K
a year, lost

BUILD runs about $13 a day. Trip one less covenant, pull in a few days of collections, or size one distribution right, and any one of those pays for the year.

Enroll in the CEO Academy →Get the 4 month payment plan
CEO Academy BUILD · $4,997 with code · closes October 1 · enrollment closes November 11
Today's opportunity: save $49,497

$54,494 in value. Yours for $4,997.

Your CEO Academy BUILD membership

CEO Finance Framework (curriculum)$16,887
CEO Finance Dashboard, built for you (coaching)$26,134
CEO Finance Circle (community)$7,976
Private onboarding call with the Academy founder$1,500
18 CPE credits$1,997
Total value$54,494$4,997Regular $4,997
Enroll in the CEO Academy →Get the 4 month payment plan CEO Academy BUILD · the $500 early bird closes October 1enrollment closes November 11
50 places in the final 2026 cohort. 19 left.
The $500 early bird closes inEnrollment closes in 00d00h00m00s Enroll now →
Real CEOs. Real outcomes.

CEOs and CFOs, on their transformations.

★★★★★

"The CEO Dashboard does what no controller or finance team has ever handed me: real free cash flow, debt and leverage capacity, and valuation, all connected to my source data in real time, with the look-ahead I have never had."

Rick Humke
Rick HumkeCEO, Reliant Worldwide Plastics
★★★★★

"Now I can see the effects of the decisions we're making. I run the business with a rolling forecast. When I brief my board, I reference the CEO Finance Dashboard, and the result has been overwhelmingly positive. For our refinance, I sent our projections directly to the lending officer."

Alexander CanacciVP, Operations & Finance, Iron Ranch Equipment
★★★★★

"This program helped us understand and drive free cash flow and enterprise value at the same time. Tremendous value. Can't recommend it enough."

Troy Kent
Troy KentPresident, Kent Power · 650 employees · 6 US states
★★★★★

"This program helped us understand and drive free cash flow and enterprise value at the same time. Going beyond the P&L and thinking about the company holistically. That is the real change."

Scott Gerhardt
Scott GerhardtCFO, Kent Power
★★★★★

"Just simply wow. Way more than I had imagined. The training, coaching, tool sets, the direct access to Oana, the one-on-one session, the personalization, all in six weeks."

Craig Shields
Craig ShieldsCOO, Lumitex
★★★★★

"When I'm in the room with my leaders now, I have a different edge. Versus just taking their word for it, I'm asking the questions. How did you arrive at this number? What does this mean? As the CEO, we need to know what we're looking at when we see it."

Scott TartCEO, ForeverClean
★★★★★

"Just because you have a CFO, or even some finance knowledge, does not mean you are operating with financial intelligence. This program changes that, and a CEO who reads this should not wait."

Sophia Weaver
Sophia WeaverCCO, HSI Energies Limited
Enroll in the CEO Academy →Get the 4 month payment plan
CEO Academy BUILD · $4,997 with code · closes October 1 · enrollment closes November 11
You are in good company

The companies already inside.

CEOs and CFOs across manufacturing, energy, healthcare, finance and more, from $5M to $500M+ in revenue, totaling $6B across 5 continents and 30+ countries.

Manufacturing, Plastics
$10M to $50M
United States
Energy & Utilities
$100M+
United States
Oil & Gas
$100M+
United Kingdom
Maritime & Manufacturing
$50M to $100M
Canada
Financial Services
$10M to $50M
United States
Food & Beverage
$10M to $50M
Australia
Machinery & Equipment
$5M to $10M
Spain
Healthcare
$5M to $10M
United States
Hospitality
$1M to $5M
Kenya
Tobacco & Manufacturing
$10M to $50M
Nicaragua
Defense & Industrial
$5M to $10M
Saudi Arabia
Telehealth
$5M to $10M
United States
Oana Labes, MBA, CPA
Who you learn from

Hi, I am Oana Labes, MBA, CPA.

I spent a decade in commercial banking and over 17 years in strategic finance, advising hundreds of companies and enabling over $500M in financing to date.

I work across manufacturing, wholesale distribution, logistics, real estate, and construction, and with companies of every size, from pre-revenue tech startups to hundreds of millions in top-line revenue, PE-backed and public companies. I have seen how companies of all sizes struggle with the lack of decision-making frameworks, forward-looking visibility, and the reporting and forecasting that let them make the right business decisions. That is what the Academy fixes.

CPA · MBA Forbes-featured Top 10 Corporate Finance Content Creator on LinkedIn Founder and CEO, CEO Financial Intelligence Academy
Enroll in the CEO Academy →Get the 4 month payment plan
CEO Academy BUILD · $4,997 with code · closes October 1 · enrollment closes November 11
Not all CEOs and CFOs belong inside the Academy

This is not for everyone.

You run a company between $5M and $500M+ and you are ready to own your financial intelligence, not delegate it. You join the live sessions when you can, catch the recordings when you travel, and you make decisions with the dashboard we build for you. If you want to command your numbers this year, you are exactly who this was built for.

Enroll in the CEO Academy →Get the 4 month payment plan
CEO Academy BUILD · $4,997 with code · closes October 1 · enrollment closes November 11
The $500 early bird closes inEnrollment closes in 00d00h00m00s Enroll now →
Questions

Frequently asked questions.

My CFO or accountant already handles this.
They calculate the numbers. Do they defend what they mean? Your finance team reports the past and the present. The forward calls, how much you can borrow, distribute, and carry, are yours to own, because you sign the guarantee. The average finance chief is gone in under 6 years. You are accountable the entire way through.
I do not have the time.
The Academy is about 3 hours a week for 6 weeks, live with Oana, and every session is recorded, so you catch up when you cannot make it. You are already spending hundreds of hours a year struggling with your numbers. This buys that time back. It does not cost it.
I cannot justify the cost right now.
You are already paying for this problem, you cannot see where. BUILD runs about $13 a day. One covenant you do not trip, a few days of collections you pull back, one distribution you size right, and it pays for itself for the year. The value inside is $54,494, and you pay $4,997. You can also choose the 4-month payment plan.
We already have dashboards and reports.
Most CEOs do. So put them to the test. You can be staring at a screen full of green while your solvency drifts toward a covenant and your operating cash no longer covers your interest, because reports show you what already happened, not what a bank will do with your numbers next quarter. The CEO Dashboard is forward looking, connected to your own numbers.
What if it does not work for me?
Then you do not pay. Take part fully, use the frameworks and the dashboard, and if it has not changed how you make your financial decisions, my team refunds you within 30 days of finishing. The risk sits with us, not you.
Do I need to be a finance person?
No. This is built for CEOs and CFOs who run companies between $5M and $500M+, not for accountants. You do not need to do the math. We build the dashboard for you, and the frameworks turn your numbers into decisions you can defend.
What happens after the 6 weeks?
Your access runs the full 12 months. Every live session is recorded, so you rewatch any week or join a later cohort session as your priorities change. Your CEO Finance Dashboard stays live on your data, the CEO Finance Circle stays open to you, and you keep access to Oana for one-on-one coaching sessions to apply the frameworks to your scenarios.
What do I need to get my dashboard live in 48 hours?
Export a CSV from your accounting software and upload it securely into your Academy account. It is a simple upload. Once your file is in, we configure your dashboard on your data within 48 hours, and you do nothing but show up.
Enroll in the CEO Academy →Get the 4 month payment plan
CEO Academy BUILD · $4,997 with code · closes October 1 · enrollment closes November 11
The $500 early bird closes inEnrollment closes in 00d00h00m00s Enroll now →
100% Academy Guarantee

100% money-back guarantee.

Join the live sessions and put your done-for-you dashboard to work. If it has not changed how you make your financial decisions by the end of the cohort, you get every dollar back.

Enroll in the CEO Academy →Get the 4 month payment plan
CEO Academy BUILD · $4,997 with code · closes October 1 · enrollment closes November 11

The final 2026 cohort starts November 11.

50 places, 19 spots left. The $500 early bird closes October 1. Enroll, and your dashboard is live and connected to your own numbers within 48 hours. You do nothing but show up.

$4,997Enrollment closes November 11
Enroll in the CEO Academy →Get the 4 month payment plan
CEO Academy BUILD · Dashboard live in 48 hours · 18 CPE credits · 100% money-back guarantee
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