Do any of these struggles sound familiar?
Kind Words for FAST Courses
"Loved the course! I've been doing FP&A for 25 years. This is an excellent overview and thought- provoking. Well done!"
"This was the best CPE class I've taken in a decade... The knowledge received from this class is something I truly believe will provide me with a competitive advantage."
"I was able to apply the topics to my business... Our next management meeting is going to be meaningful and productive."
I truly got more than I paid for… I highly recommend CFO Perspective for business leaders and entrepreneurs.
Andrew Ridley
Altrans
I’ve learned so much in FAST. The cash flow course and template provided tools we needed to evaluate our growth and plan for the future. Rob also took the time to review it with me and provide valuable insight.
Bridget Mentel
Energy Partners
More Kind Words for FAST Courses
"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."
“An investment in decision-making improvement may have a higher return than almost anything else a company can do.”
– Harvard Business Essentials: Decision Making
SUPPORT
You're Not Alone in FAST
Most course sites have no one to talk to when you have questions. You get expert answers with FAST.
Business financial management can be frustrating. Sometimes all you need are quick tips or someone you trust to point you in the right direction. You may have the analysis but want to talk about the best way to communicate it.
As a FAST member, you can schedule a quick 15-minute call with me to discuss questions you have about tools or programs in FAST. You can also email your questions to me.
You also get a one-hour Zoom or phone chat with me once per year. Let me point you in the right direction for making the good financial decisions. We can work together to craft the message that can move your company forward. Advisors, I can walk you through ideas for how to use FAST concepts to better help your clients.
You’ll understand and apply FAST resources to your business to get the most value for your membership.
Get Easy Access to the All the Programs of CFO Perspective in One Membership. Access and Insights for One Low Price.
GUIDANCE - Get ALL The CFO Perspective Courses
New courses are added throughout the year.
Here's a list of some of the courses you get with your FAST membership.
Better Budgeting
Are you tired of the drama and dysfunction in the business budgeting process? Budgeting consumes a massive amount of time and resources.
Are there ways to improve 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
Business Loan Basics
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
Managing Cash Flow
One of the greatest sources of stress for small business owners is managing cash flow. Better cash flow means more growth and more profit. 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 list critical sources of cash for businesses, along with the pros and cons of major sources. You'll discover a company’s sustainable growth rate and how to increase it.
"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
TOOLS
Some of the Most Popular Tools (Click on the Tool Name to See More)
This course is filled with videos that walk you step-by-step through how to project your cash flow. I also give you a template that I explain in the videos. Want more help with your template? Just have me work alongside you as a PowerTool.
Learn how to get the right loan at the best price you can with this course. Let me give you the basics to be more prepared and confident to get the loans you need.
You have more bargaining options than you think when negotiating on a loan. Negotiate from a position of strength. This handy guide has 7 tips that could save you thousands in loan interest costs.
The Klontz Money Script Inventory (KMSI) helps you identify money beliefs that may be sabotaging your personal and business finances. This science-backed assessment can help reduce beliefs that hold you back financially.
Defining your mission will create the boundaries and criteria for choosing your company’s priorities. Your mission says what you do and what you don’t do. This worksheet helps you define the mission of your business. Your mission is a short summary of what your company does to achieve your vision.
This helps you set your pricing strategy. You list the pricing strategy of each product over time and how each product fits with other products to guides customers from low-value to high-value products. You’ll outline how all your products work together to build value for your customers that leads to more sales and higher profits to you. Use this template to show each employee everything you provide to them. The template totals all the pay and benefits an employee receives.
When employees can see everything you provide to them, they are amazed at the total value of it. Employees who know the total compensation they receive are less likely to forget the benefits they receive from you when considering offers from your competitors.
A popular saying is “When your vision is clear, the decisions are easy.” Your vision sets the long-term direction for your company. It often inspires and motivates. This worksheet helps you define the vision for your business. Your vision is what you want your company to look like in 5-10 years.
You have a limited amount of time and energy. When you want to do something new, you must stop doing one of your current tasks. This assessment helps you decide which tasks to stop. This worksheet helps you assess whether you should do one of three options for each of your tasks: keep it, delegate it, or stop doing it.
In business, it’s always about relationships. This is especially true when your life partner is also your business partner. Your relationship impacts how you manage your business. Business matters can bleed into personal relationships. How can you forge a common vision for your shared life and company? How can you better understand your personal needs and goals for the business? How does a clear strategy make business decisions easier? In this video, I’ll explore these questions with practical steps to help your business and relationship thrive.
You’re fulfilling your customers’ dreams. Your customers are delighted with their experience with you. Now, as a business, can you charge for this? Customers are willing to give you their valuable dollars when you give them value. How do your customers know whether your prices are a good deal for the value they are receiving? You’ll learn:
Some Kind Course Reviews for Rob
"Love Rob's presentations. Very pertinent info and does a great job getting the information across."
"Rob is extremely knowledgeable and very clear. This is a course I will recommend to my colleagues."
"One of the most engaging teachers. You can tell that he cares and knows about the subject"
Frequently Asked Questions (FAQs)
Support, Guidance, and Tools! FAST empowers effective financial decisions through:
Support: You're not alone like in other courses. You have access to me - I'm available via email, phone or Zoom to personally answer your questions.
Guidance: I can offer FAST at such a low price because I provide the tips and ideas of expensive consultants via convenient on-demand videos.
Tools: Tools make implementing course ideas quick and easy. You have a head start on going from idea to action to results.
FAST is for two groups of people:
- Business owners and staff who want to better achieve their business goals through proven financial decision-making processes. You're tired of ineffective results from guesses and poor planning.
- Business advisors looking for the knowledge and skills to better serve their clients. Advisors with expertise in leadership, strategy, marketing, tax, or accounting turn to FAST to learn strategic financial management. You know the basics but clients are asking you questions that you're not certain you can answer. FAST provides on-demand access to videos and tools that can give you those answers. You can also email or talk with me for a consultation to make sure you're on the right track to helping your client toward success.
Absolutely! Many FAST members are business advisors. Business advisors (e.g. coaches, consultants, CPAs, accountants) join FAST to improve their skills and better help their clients. They also refer their clients to FAST.
The calls in FAST are focused on education and guidance on how to use the resources in FAST. They are for clarification and further education on FAST materials. I do not provide coaching, consulting, or management advisory services.
No problem. You deserve to be completely satisfied with what you receive in FAST. You have these easy options.
- For all members, canceling is as easy as clicking a button. No hassles and no worries.
- You can cancel FAST anytime in the first 30 days for a full refund. By the way - I've never been asked to give a refund.
