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FAST (Finance and Strategy Toolkit) is the membership program that gives you the resources for better strategic financial management. You get all the CFO Perspective courses. Get direct access to me as well as tools for improved decisions that can lead to superior business performance.

Are you a CPA? Click here to learn how to get Continuing Professional Education (CPE) for these courses.

Here's What People are Saying About CFO Perspective Courses

"Loved the course! This is an excellent overview and thought-provoking. Well done!"

"The knowledge received from this course is something I truly believe will provide me with a competitive advantage."

"Rob is extremely knowledgeable and very clear. This is a course I will recommend to my colleagues"

"I thoroughly enjoyed this course and would recommend it to any business professional."

"Outstanding course and a terrific instructor. He went through all of what you need to focus on."

"Rob was clear, concise, funny, and used real world applications."


Most Popular Course

KPIs are more than metrics. They’re the foundation of your most important decisions. KPIs define success and measure your progress toward achieving that success. This course explains:

  • How to choose metrics and set targets
  • KPI dashboard tools and tips
  • The process of implementing KPIs
  • Managing and compensating with KPIs

"This course covers reasons for KPIs, a clear pathway for implementation, and thoughtful consideration of their best presentation" - Course Review


Small business strategic planning should quickly lead you from defining where you are going to deciding how to get there. Getting there takes a well-built strategy and implementation plan. Get planning and management tools with the basics of how to use them.



A new location is a major commitment of time and money with the potential to expand a company’s business and increase profits.

New locations also come with risks. Sales may be lower than expected while costs are higher. The new location may pull more resources from existing operations and strategy than anticipated.

I'll give you step-by-step guidance on how to decide whether a new location will likely increase profits or destroy value.

"Great course. A lot of very useful and insightful information and tips for analysis." - Course Review


Are you a CPA? Click here to learn how to get Continuing Professional Education (CPE) for these courses.

It’s time to stop yourself from making quick, emotional decisions by allowing yourself to think clearly to reach a better decision. Overcome your destructive financial impulses by understanding common thinking mistakes.

With my Behavioral Finance course, you can avoid costly financial decision-making mistakes. The course will help you to learn science-backed ideas to make better financial decisions.

"Wow...a masterful overview of behavioral economics condensed down to 5 hours" - Course Review

"This is the best Behavioral Finance Course I've taken. The instructor was clear, concise, funny and used real world applications." - Course Review



Close up texture of a white jigsaw puzzle in assembled condition. Top view. Many components of a large whole mosaic are united

Are you tired of the drama and dysfunction in the business budgeting process? Budgeting consumes a massive amount of time and resources. It's a stressful and busy time.

Are there ways to improve the effectiveness of the investment we make in the budget process? Can we make better budgeting decisions that lead to higher performance?

There are options within and beyond traditional budgeting. Every company should consider these options to discover which could improve their budgeting process.

"Amazing course that will assist anyone who goes through the budgeting process each year. Great step-by-step ideas for each aspect of an annual budget." - Course Review

"This might be the most comprehensive and educational webinar on budgeting. Well organized, thoroughly researched, and full of actionable insight. Outstanding and kudos to the author, thanks for doing this." - Course Review



Business loans are a vital source of funding for cash flow management. The course begins with ratio analysis and cash flow projections to determine whether loan funding is needed. I then explain how leverage (the use of borrowed funds) magnifies returns but increases risk.

We then explore key loan components like different ways interest is calculated, types of fees, and the multiple terms that can be structured into a loan. 

You’ll discover tips that might reduce the interest rate on your loan. I give an overview of the application process and the documents lenders frequently request.

Key documents that are signed at loan closing are described, and the importance of each is explained. I’ll point out important clauses included in these documents.

"Great course and well-organized. I am impressed by the detail as well as the accessibility of the content. Thanks!" - Course Review


You get what you value when you provide value to others. Business success comes from creating value for owners, customers, and employees. In this program, you'll identify exactly what each of these three groups value and how to increase that value.


Get a financial overview of the entrepreneurial journey from startup to operational decisions to exit planning. You’ll hear from a business banker guest speaker who explains what lenders look at when deciding whether to make a loan to a small business.

You’ll learn:

  • Sources of cash
  • Small business cash flow management
  • The financial components of a business plan
  • Strategic planning
  • Key small business financial metrics

"Outstanding course - I really enjoyed the general layout. Great mix of going in-depth on the more vital parts of financial management of a start-up" - Course Review


Are you a CPA? Click here to learn how to get Continuing Professional Education (CPE) for these courses.

Most Popular Course

KPIs are more than metrics. They’re the foundation of your most important decisions. KPIs define success and measure your progress toward achieving that success. This course explains:

  • How to choose metrics and set targets
  • KPI dashboard tools and tips
  • The process of implementing KPIs
  • Managing and compensating with KPIs

"This course covers reasons for KPIs, a clear pathway for implementation, and thoughtful consideration of their best presentation" - Course Review


One of the greatest sources of stress for small business owners is managing cash flow. 69% of business owners have been kept up at night by concerns about cash flow. More than half of U.S. businesses have lost $10,000 or more by foregoing a project or sales specifically due to issues created by insufficient cash flow.

This course shows you how to assess current and future cash flows. You'll learn techniques that can increase cash flow and reduce dips in cash flow. I'll list critical sources of cash for businesses, along with the pros and cons of major sources.

I'll explain how to prepare a cash flow projection. You'll discover a company’s sustainable growth rate and how to increase it. I'll show you how leverage can increase growth, profit, and cash. Leverage also comes with risks, and I'll explain how to manage those risks.

"Absolutely fantastic course! Makes me want to delve into this more. Thank you!!!" - Course Review

"I was very impressed with this course. It gave a great overview of what cash management is, what metrics are useful, and what strategies are best for different situations. Highly recommend!" - Course Review


Marginal Profitability Analysis provides relevant decision information for setting prices, product design and product profitability. Analysis of whether to open or close locations or divisions can also be done with marginal profitability analysis.

The course provides practical examples of making decisions with marginal profitability analysis. Examples include determining optimal production amounts and which products to promote. The final section explains how to calculate the change in profitability from a price increase and a price decrease. A worksheet template is provided for this analysis.

"Great representation of daily decision making in real business scenarios." - Course Review

"Love Rob's presentations. Very pertinent info and does a great job getting the information across." - Course Review


What performance secret can you learn from Google, Intel, and Intuit?
Objectives and Key Results, also known as OKRs, have become very popular as a way to improve company performance. They have powered success at companies like Google, Intel, and Intuit.

OKRs can improve focus, engagement, innovation, and  performance. I'll walk you step-by-step through how to implement OKRs.

"Great ways to measure and score key initiatives that a company wants to achieve. Every company would be better off using Objectives and Key Results." - Course Review


Will your price change increase - or destroy - profit? I'll walk you through how to see price changes from your customers' eyes and measure potential profit outcomes from a price change. 

"Companies that actively pursue pricing as an important part of their strategy typically outperform industry peers on several financial metrics… Companies that are pricing leaders are 26 percent better at managing true profitability." - Deloitte pricing effectiveness benchmark study


Discover SBA loan programs and resources that could help your business. This course helps business owners and their advisors better understand the purpose of SBA loan programs, who's eligible, and whether U. S. Small Business Administration (SBA) loans are the right funding for the business.

Understanding all the SBA loan programs, where to get more info, and where to find lenders can be daunting. I'll give you two templates that summarize this for you and help you quickly get the information you need.

"Excellent overviews and resource guides for my work. Best SBA loan recap I've ever seen." - Course Review


Deciding the business structure choice, also known as business entity choice, that best fits your business can be overwhelming. This course will guide you through the benefits business structures can provide. You'll learn which structures can provide the benefits you need.

This course explains the benefits business structures can provide and lists the pros and cons of popular structures.

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