CEOs and executives from 30+ countries who went from leading with gut feel to leading with institutional-grade clarity.
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.
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.
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.
"I found this to be more valuable than any financial training I've had in my career. It's a much faster track than an MBA, the information is easy to understand, and you can use the tools immediately, day one."
Michael Szymanski brings decades of senior finance experience to Gage Technologies. He joined the Academy, adopted the CEO Finance Dashboard™, and spent close to a year making the case to ownership. In September, the company's CRO/COO gave the Dashboard 2 minutes and booked 2 hours for the next morning. They worked through best, base and worst case scenarios together, and the CRO/COO left ready to move the company's planning off Excel and onto the Dashboard.
"Excel models while somewhat useful become outdated, contain errors and are difficult and expensive to pay someone to maintain and if one person leaves you start over so there is no reliability."
"The CEO Dashboard is updated monthly in real time, giving us historical financial intelligence alongside future scenarios and forecasts, and it's only a fraction of the cost of maintaining Excel models with a dedicated FPA Analyst."
"Our decisions are now strategic purposeful decisions based on solid financial intelligence, a foundation that tells the story in terms that owners, lenders, equity partners see the value and appreciate."
"This program helped us understand and drive free cash flow and enterprise value at the same time. That's the goal we're after, and we're finally building toward it. Tremendous value. Can't recommend it enough."
Kent Power is a large electrical utility contractor and power infrastructure construction company with 650 team members across 6 US states. President Troy Kent and CFO Scott Gerhardt enrolled together. They now share the same financial language, make capital decisions faster, and enter every lender conversation prepared.
"We're talking the same language now. It's great to have Troy asking me questions I would be asking myself in my head. We have that person to bounce ideas off of, and that common language has helped us in a lot of different ways."
"The program was a great addition on top of my Executive MBA. It brought everything together and made it operational and tangible, for actually running the business."
"It's a shift from just talking about profit or EBITDA, to capital allocation, free cash flows, how much can we afford to grow. Going beyond the P&L and thinking about the company holistically. That's the real change."
"We are finding it to be extremely helpful, informative and completely aligned with everything that we learned in our MBA program, and then really diving into the applicability of said knowledge."
Alexander Canacci and his business partner, both MBAs, are going through the Academy together. Iron Ranch Equipment uses the CEO Finance Dashboard™ to prepare its quarterly board meetings and to support the refinancing of its higher-interest debt.
"The CEO Finance Dashboard has been extremely helpful for us with our quarterly board meetings. We are using the metrics that come out of there, the visuals that come out of that dashboard, as well as the Financiario platform. And the result has been overwhelmingly positive as it relates to our board's reception of said information."
"We've been going through a refinancing effort in order to lower some of our interest rates. And with that, it has required looking at projections out into the future, something that the Finance Dashboard and Financiario platform have been able to provide for us in a very succinct and beneficial way."
"This has allowed us to look at our financial health in a different way. Instead of looking at past performance and then projecting forward from there: setting concrete goals, seeing what that requires, moving forward and then executing accordingly."
"I found this to be more valuable than any financial training I've had in my career. It's a much faster track than an MBA, the information is easy to understand, and you can use the tools immediately — day one. It'll supercharge your financial intelligence, forecasting, and decision making, and help you make CEO decisions based on a solid foundation. We now have much better insight to increase shareholder value, long-term enterprise value, liquidity, and the best use of capital allocation. The CEO Dashboard is updated monthly in real time, giving us historical financial intelligence alongside future scenarios and forecasts — and it's only a fraction of the cost of maintaining Excel models with a dedicated FPA Analyst."
"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."
"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."
"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."
"The insights into knowing your business numbers and balancing the interpretation with the overall company strategy in a way I had not done in the past is game changing. Oana's knowledge, experience and commercial competence is incredible and I would highly recommend this to any boardroom professional and/or business owner seeking to up their own understanding and positive impact on bottom line results."
"It's a shift from just talking about profit or EBITDA — to capital allocation, free cash flow, and how much we can afford to grow. Going beyond the P&L and thinking about the company holistically. That's the real change."
"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."
"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."
"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."
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.
"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.
"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.
"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.
"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.
Leaders from 30+ countries have already made the shift. Start with the free masterclass or explore the program that fits where you are.
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