Success Stories

Real executives. Real decisions.
Real financial intelligence built.

CEOs and executives from 28 countries who went from leading with gut feel to leading with institutional-grade clarity.

$6B+
Combined Member Revenue
28
Countries
24
Industries
5★
Rated Program
Video Testimonials
★★★★★
Troy Kent
President, Kent Power · 650 employees · 6 US states
★★★★★
Larry Tyler
Fractional CFO & Former Commercial Banker
★★★★★
Ryan Shaver
CEO & Business Leader
★★★★★
Ryan Shaver — His Recommendation
CEO & Business Leader
★★★★★
Javier
CEO & Founder
★★★★★
Clive Margetts
Founder & CEO
★★★★★
Oana Labes
MBA · CPA · Founder, CEO Financial Intelligence Academy
More from the Academy

What members say
after completing the program.

★★★★★

"Having expert guidance on demand and institutional-grade readiness changed everything. When I was evaluating a significant acquisition, I had real-time reporting, forecasting, analysis, and presentation ready before I walked into the negotiation room. That's a level of preparation I've never had before — and I've worked with large advisors who couldn't deliver a fraction of this and charge a fortune in comparison."

A
Anna Chu
CEO, Real Estate Investment Group · $75M AUM
★★★★★

"In my many years of learning, this is the most powerful, dynamic, complete program I've ever been involved with. This is not just information. This is wisdom — applied, distilled, and immediately usable. You cannot afford not to be in this program."

L
Larry Tyler
Fractional CFO & Former Commercial Banker
★★★★★

"This isn't an accounting course. It's strategic finance for real-world business. It completely changed how I lead financial conversations with my board and capital partners."

J
Jonathan Milner
CEO, AIRE Global
★★★★★

"Financiario built us the perfect system in days. We know the impact of every decision on our long-range plans — and we can meet anytime with anyone to discuss the business with confidence."

R
Rick Shaw
CEO · PE-ready infrastructure, delivered in days
★★★★★

"This was an outstanding investment for me personally and for our business. The curriculum was thoughtfully structured, community was great to have, and Oana's energy and clarity in delivering complex financial concepts made the experience both engaging and immediately applicable."

R
Ryan Shaver
CEO & Business Leader
★★★★★

"What Oana is teaching is leaps and bounds above what I got during my MBA. This really gets to how finance fits with strategy — not just accounting. It's the framework I wish I'd had years ago."

G
Greta Goto
Board Vice Chair
★★★★★

"The CEO Financial Intelligence Program was exceptional. A must for all CEOs who want to take their game to the next level. The frameworks are immediately applicable and the community makes everything stick."

D
David Dieter
President
★★★★★

"The simplicity, clarity, and fullness of this program is unlike anything I've seen. It captures everything needed to manage cash flow and risk — and build enterprise value. You could be charging ten times what you are."

L
Larry Tyler
Fractional CFO · On recommending the program to clients
From the CEO Panel

What changes when CEOs
build financial intelligence.

At a recent live panel, three executives — a CEO, a CFO, and a fractional CFO — spoke openly about what the program changed for them and their companies.

Troy Kent — President, Kent Power

"The investment decisions used to be gut feel. How do we afford to continue growing? How much can we take on in a given year? Now I understand exactly where we are — and I can push for the right answer instead of hoping the lender will tell me."

Kent Power operates CapEx-intensive utility construction projects across 6 states, with 650 employees and 3 different project types. Growth was 15–20% per year — and decisions were made on instinct, not intelligence.

Scott Gerhardt — CFO, Kent Power

"When you have limited capital and you outgrow your capital availability, you have to start deciding one from the other. Putting the math and the frameworks behind those decisions makes me feel better about leading the company in the right direction."

Scott joined the program alongside Troy. The result: a shared language, faster decisions, and a completely different dynamic at the leadership table — from siloed to aligned.

Larry Tyler — Fractional CFO & Former Commercial Banker

"This is not just knowledge or information. This is wisdom you have distilled down to those who participate. Every person who starts a business or becomes a CEO — their life is a function of what they want. Most of that comes out of business and cash flow. I haven't seen anything that captures it as completely as this."

Larry has spent decades as a commercial banker and fractional CFO working across dozens of companies. He enrolled to bring the frameworks to his clients — and immediately applied them to secure new client engagements.

Jonathan Milner — CEO, AIRE Global

"This is not an accounting course. It is strategic finance for real-world business. The volume of tools and leave-behind content is outstanding — and it completely changed how I lead financial conversations at the board and capital level."

Jonathan went through the program as CEO of AIRE Global. He joined looking for a sharper financial framework to match his strategic ambitions — and left with a completely different way of leading financial conversations inside and outside his organization.

Join the Academy

Your company deserves this level
of financial intelligence.

Leaders from 28 countries have already made the shift. Start with the free masterclass or explore the program that fits where you are.

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