Transforming finance professionals into strategic technology leaders empowered to make the right finance technology decisions
of finance leaders are investing heavily in AI and finance technology this year
say they’re confident they have the knowledge to make the right decisions
A surge of new software tools led by AI, has created incredible opportunities for finance teams to:
But 90% of finance teams feel under equipped and ill-prepared to make finance technology decisions because the market is moving so rapidly.
INTRODUCING
10 rigorous modules covering the full spectrum of technologies and AI in finance
Understand the opportunities—and challenges—in using new technologies and AI to improve compliance, reduce errors, and increase efficiency.
Improve decision making with data visualization and BI tools, enhancing financial analysis beyond spreadsheets. Understand how AI plugins & data integration optimize forecasting, budgeting, and real-time reporting.
Principal, Data Crafters
Compare, assess and evaluate accounting software, ERP systems, and third-party tools for optimized workflows. Gain hands-on experience with automation, advanced reporting, and AI-driven financial insights.
SaaS CFO, Co-Founder, Extend
FP&A software provides unparalleled opportunities to automate routine tasks, provide real-time insights and enable more sophisticated forecasting.
Founder, The FP&A Guy
Simplify expense tracking with automation and analytics for better accuracy and compliance. Improve efficiency, reporting, and workflow management.
Managing Director, IntrapriseTechKnowlogies LLC
Workflow automation enhances efficiency by streamlining tasks and improving decision-making. Optimize collaboration, reporting, and AI-driven analytics in finance.
Founder | Fractional COO, My OpsBox
Protects against threats like phishing and ransomware through encryption, MFA, and compliance. Strong defenses, incident response, and secure practices ensure data protection and business continuity.
Sr. Partner, Business Strategy, Head of Cyber Defense Sevices, The ATOM GROUP
AI enhances finance through automation, forecasting, and fraud detection, improving budgeting and cash flow management. AI-driven tools and platforms, like machine learning and ChatGPT, outperform traditional financial solutions.
Finance is shifting to AI-driven decision intelligence, leveraging blockchain, DeFi, and automation. CFOs adopt emerging tech for strategy, payments, and treasury transformation.
HR software streamlines workforce management, payroll, recruiting, workforce analytics and compliance. Understand cloud vs. on-premise solutions, and full suite vs. best-of-breed solutions for integration with other depts.
Participants will gain hands-on experience and insights into the practical application of technologies in finance, allowing participants to implement their new knowledge immediately.
Upon completion, you will receive continuing education credits and the prestigious Finance and Accounting Tech Certification*, marking you as a distinguished leader in finance technology.
*Modules will be released on a monthly schedule through 2025.
Become crucial to the technology decision-making roadmap in your organization.
As a Finance and Accounting Technology Certification Graduate, you’ll understand the key considerations in evaluating, assessing, comparing and integrating technologies.
This is the only tech training of its kind, custom-built to empower finance teams to make fully informed decisions about emerging technologies in finance.
This is hands-on, case-study based practical learning you cannot get in any university executive finance program.
Being Finance and Accounting Tech Certified is a hallmark of excellence in finance technology and is your ultimate competitive advantage in the job market.
The Finance & Accounting Certification is a high-level education course in the latest technology aimed at making the finance department more productive and cost-effective. It is designed for CFOs and other heads of finance such as vice presidents of finance and finance directors. But it also is aimed at other key finance positions such as controller, corporate accountant and directors of budgeting, FP&A, AP/AR and human resources.
The certification will provide the finance executive with detailed knowledge of all the current software and hardware and new technologies such as artificial intelligence. It will enable these executives to assess how these technologies can best be deployed in their operations. It will also compare the features and benefits of the major technologies and vendors to enable senior executives to make informed purchasing decisions.
Finance department implementation of the latest technologies such as artificial intelligence is one of the most highly valued capabilities CEOs seek when hiring new finance and accounting leaders. The skill and knowledge generated by the certification will enable finance executives to advance their companies in technology utilization, help their firms increase productivity and implement cost-effective operations. As a result of the certification, all types of finance executives, from CFOs to controllers to corporate accountants, will have boosted their value to employers and expanded their professional opportunities.
The program includes 10 modules covering: Automation in Finance, Data Analytics & Insights in Finance, FP&A in the Era of A.I, Accounting Software & ERP Systems, Digital Expense Management, Process Optimization, Cybersecurity for Finance, AI in Finance, Advanced Finance Functions with Future Tech Tools, Optimizing Team Performance with HR Tech and AI.
Most finance executives will be able to complete the entire program in 10-20 hours.
The Finance & Accounting Certification course is completely accessible online. Thus, busy finance executives can take the courses at their own pace. There are no time limits.
Yes, there is one CPE earned for each hour devoted to the course. (10 total)
The curriculum for the certification was developed by the CFO Leadership Council working together with subject matter experts (SMEs) led by Mark Sue (link to profile). Mark is a well-regarded CFO and expert in finance & accounting technologies. He worked with other finance and accounting practitioners and technology experts to research, write and present the course.
The regular price for the course is $1695. There are discounts for multiple and group purchases.
Everyone who successfully completes the course receives CFTE (Certified Finance Tech Expert.)
Yes, there is an electronic designation that can be attached to a LinkedIn profile and other career documents.
Organizations spend millions on new technology or replacing outdated software and hardware. Often, they are disappointed with the results promised by vendors. In addition, new technology with evolving applications comes on steam frequently. The Finance & Accounting Technology certification will help organizations save time by screening and evaluating all the new tech and comparing vendors. It is also an effective tool in training key staff in how to select and apply AI and other tech to ongoing operations. In the short-and-long-term, the certification will help your firm increase productivity, save on expenses and thus enhance profitability.
Modules are being released at one or two per month during the launch phase. The course is reviewed and updated on an ongoing basis with new content incorporated into the modules every few months.
Yes. The annual Finance & Accounting Technology Expo features exhibits of all the latest products and technologies as well as 100 learning sessions and seminars. The certification developers also offer periodic webinars and masterclasses in various aspects of new finance and accounting technology. Check out www.cfolc.com.
Many top organizations have recently enrolled their senior finance and accounting staff in the certification training. Several major CFO and controller groups are beginning to offer the certification to their members.
Behind every great certification is a team of innovators, educators, and finance professionals dedicated to your success. Get to know the experts driving the Finance & Accounting Technology Certification—leaders who bring real-world experience, industry insight, and a shared passion for advancing the future of finance.
CFO, Breathe Media Network
& Project Leader, FATE Certification
Mark Sue is the CFO at Strativ, where he leads financial strategy, capital deployment, and growth partnerships across a portfolio of high-growth ventures. With a background that spans Wall Street, corporate finance, and hands-on operational leadership, Mark brings a proven ability to scale companies, drive go-to-market acceleration, and align financial strategy with stakeholder priorities and business outcomes.
Senior Editor,
Chief Executive Group
Vince Ryan is the editor of CFO Leadership and the Finance and Accounting Technology Briefing (both part of Chief Executive Group). He has covered CFOs and corporate finance since 2007 and is a former editor in chief of CFO magazine and CFO.com.
President,
Chief Executive Group
With over 30 years of experience in creating and growing b2b communities, events and media businesses, RD is President at Chief Executive Group (CEG) and the Chief Operating Officer at CFO Leadership Council (a CEG company), both leading platforms for senior executives and finance leaders. RD is passionate about empowering members and solution providers through education, connection, and innovation—delivered via training, events, research, publishing, and certification.
Principal, Data Crafters
Khaled Chowdhury, based in Houston, TX, US, is currently a Principal at Data Crafters. Khaled Chowdhury brings experience from previous roles at CMC Materials. Khaled Chowdhury holds a 2021 – 2021 Executive Education in Chief Data Officer Certificate @ Carnegie Mellon University – H. John Heinz III College.
A thoughtful Leader in Data and Finance, driving Digital Transformation and empowering smarter Decision-making. With a focus on contributing to value and making an impact, Khaled continues to inspire innovation globally.
SaaS CFO,Co-Founder, Extend
Ben Murray, based in Scottsdale, AZ, US, is currently a Co-Founder at Extend. Ben Murray brings experience from previous roles at The SaaS CFO, The SaaS Academy, Maxio and SaaS Metrics Standards Board. Ben Murray holds a 1999 – 2001 MBA in Finance, Accounting @ The University of Iowa Tippie College of Business. With a robust skill set that includes Financial Metrics, Dashboard Metrics, Software as a Service (SaaS), Financial Analysis, Forecasting and more.
Founder, The FP&A Guy
Paul Barnhurst, based in South Weber, Utah, United States, is currently a Podcast Host at Fp&a Today. Paul Barnhurst brings experience from previous roles at Born2innovate, The Fp&a Guy, Solera, Inc. and Digicert, Inc.. Paul Barnhurst holds a 2006 – 2008 Master of Business Administration @ Arizona State University. With a robust skill set that includes Design, TM1, Can Help, Arizona, Financial Variance Analysis and more.
Managing Director, IntrapriseTechKnowlogies LLC
Donny C. Shimamoto, CPA.CITP, CGMA is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm that helps small businesses and mid-market organizations leverage strategic technologies, manage business and technology risks, and achieve balanced growth. He also advises larger organizations on strategic planning and execution, IT governance, enterprise and information architecture, business process improvement, and business intelligence initiatives.
Founder | Fractional COO, My OpsBox
Patti Zapparolli, MBA, started My OpsBox to help businesses run better. We simplify operations and provide expert support. After years of experience as a Fractional Chief Operations Officer, Patti recognized the struggles many companies face. She saw a way to let businesses focus on growth instead of the daily grind by offering services that handle the operational details.
Sr. Partner, Business Strategy, Head of Cyber Defense Sevices, The ATOM GROUP
Leading NH’s largest dedicated municipal cyber incident response team, Jason serves as Sr. Partner, Business Strategy, and Head of Cyber Defense Services at The ATOM Group, headquartered in Portsmouth, NH. He is the current head of the FBI’s InfraGard Program in NH and the Chairman of the Overwatch Foundation, which deploys NH’s statewide cyber defense grant programs protecting critical infrastructure and key resources.
A lifelong native of New Hampshire, Jason is a strategist at heart, comprised of equal parts speaker, evangelist, coach, and operator. He has secured and advised public and private entities throughout New Hampshire and is widely recognized for his contributions toward building a future we can trust.
