CFO Guidebook: Third Edition

Author: Steven Bragg


Book Description
The CFO manages the financial structure and oversees the financial performance of an organization, so this is a critical and demanding management position. The CFO Guidebook provides the CFO with detailed advice regarding how to be most effective in every aspect of the job. The book covers all parts of the CFO's traditional finance role, including budgeting, fundraising, investments, going public, investor relations, and share management. It goes on to address more recent additions to the job, such as strategic planning, risk management, the control environment, and information technology. Given its comprehensive coverage of the CFO position, The CFO Guidebook can serve as a reference manual for anyone wanting to become more effective in the position. [354 pages]

Table of Contents

Part I - Overview of the CFO Position
Chapter 1. The CFO Position
Chapter 2. Strategic Planning
Chapter 3. Risk Management
Chapter 4. The Control Environment
Chapter 5. Performance Measurement
Chapter 6. Mergers and Acquisitions

Part II - Financial Management
Chapter 7. Budgeting and Forecasting
Chapter 8. Product Pricing
Chapter 9. Capital Budgeting
Chapter 10. Cash Management
Chapter 11. Investment Management 

Part III - Fund Raising
Chapter 12. Fund Raising with Debt
Chapter 13. Fund Raising with Equity
Chapter 14. Credit Rating Agencies 

Part IV - The Publicly-Held Company
Chapter 15. Going Public and Going Private
Chapter 16. Stock Exchanges
Chapter 17. Investor Relations
Chapter 18. Public Company Financial Reporting
Chapter 19. Share Management

Part V - Other
Chapter 20. Information Technology 


I found the CFO Guidebook to be a very good reference book, providing excellent topic coverage.  I believe early career to well seasoned CFOs will find the information very helpful in establishing the procedures, systems and controls required to ensure that a company remains financially viable, its assets are protected, and it is able to successfully compete and grow in today’s business environment. - Tim Scullin, CPA, CFO of SIG Sauer, Inc.

As an accountant whose ultimate career goal is to become a chief financial officer, The CFO Guidebook provides an excellent resource to understand the skills required to succeed in the role. The guidebook covers a range of topics from the difference between a controller and a CFO to the various ways of raising capital. The CFO Guidebook is a must have for the career-driven accountant. - Matthew Beaven, CPA

I highly recommend the CFO Guidebook to anyone who wants to understand just what a CFO is supposed to do.  All key responsibilities are covered in depth and explained well.  Mr. Bragg’s writing is easy to understand and supported with plenty of exhibits.  There is also a strong voice of an experienced CFO that rings clear throughout the book.  In particular, Bragg’s discussions regarding alternatives to traditional “command and control management” are important and could be an eye opener for those organizations still stuck in the annual budget trap.  This book is especially useful to a young person just "starting out" or to any person who feels the need to understand CFO responsibilities.  The seasoned CFO will appreciate Mr. Bragg’s overall mastery of the CFO roll and should keep a copy within reach. - Irv Williamson, Interim, On Demand CFO, Growth Guidance Solutions