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The CEO Financial Intelligence Program
Most CEOs think they have finance covered.
You probably think you're making smart financial decisions. You've got a CFO. You have reports. Maybe even a budget and a forecast.
But …
Meanwhile, your CFO is buried in reporting, the board isn’t aligned, and key opportunities are passing you by.
It’s not your fault.
No one teaches CEOs how to lead with financial intelligence. But all this is costing you in wasted capital, missed performance, and millions in lost enterprise value.
And the real danger is that you won’t see it happening—until it’s too late.
However, with the right financial training, you can lead smarter, move faster, and grow stronger.
Protect and Strengthen Financial Health
Anticipate risks and act early by linking business decisions to the metrics that drive profitability, liquidity, and resilience.
Drive Value Through Smarter Capital Allocation
Deploy resources where they matter most—aligning capital with strategy to fuel growth and maximize enterprise value.
Lead Strategic Financial Conversations
Challenge assumptions, align stakeholders, and drive better decisions in boardrooms, investor calls, and internal discussions.
The Next Cohort starts Fall 2025.
Your business deserves a leader who leads with strategic financial foresight. Be that leader.
Limited Seats Available.
Most CEOs Struggle to Make Informed Decisions
1
Limited Financial Fluency
CEOs often lack the skills to interpret financial statements, analyze performance, and connect numbers to strategic decisions, leaving them unable to effectively assess risks, opportunities, and the impact of their choices.
2
Disconnected from Drivers
While CEOs excel at vision and strategy, they often struggle to tie day-to-day operational decisions to their impact on essential financial metrics such as cash flow, profitability, and return on investment, risking inefficiencies and missed opportunities.
3
Overwhelmed by Complexity
The vast array of financial data and performance metrics can be daunting, making it difficult to know what to focus on and how to synthesize insights for informed decision-making.
The Consequences of Financial Ignorance
Lost Opportunities and Business Value
Missed chances for growth, expansion and increased valuation due to the lack of strategic financial insight.
Suboptimal Resource Allocation
Lost profitability and inefficient use of company resources leading to significantly wasted potential.
Lack of Resilience and Preparedness
Inability to mitigate risks, protect business value and stay prepared to tackle challenges and turn them into opportunities.
Eroded Stakeholder Trust
Loss of confidence from investors, board members, lenders and employees leading to degraded influence and lost business value.
The CEO Financial Intelligence Program is the Solution
Build Financial Acumen
Empower yourself to make bold, informed decisions based on solid financial understanding.
Drive Alignment & Value
Ensure every move across your leadership team supports long-term value creation.
Unlock New Confidence
Become a CEO capable of seeing the big picture while mastering the most critical financial details.
Who Is This Program For?
Ambitious CEOs and Owners
Want to move beyond surface-level financial knowledge and truly understand the numbers that drive their businesses.
Big Picture Thinkers
Struggle to balance big-picture thinking with practical but still strategic financial decision-making.
Team Leaders
Need frameworks and insights to align their leadership team and optimize capital allocation.
What Makes This Program Different?
Financial Intelligence Focus
Exclusively focused on the strategic financial intelligence CEOs needs to thrive, unlike other programs that focus on leadership, or team capabilities development.
CEO-Centric Approach
This isn't about becoming your CFO. It's about becoming a financially intelligent CEO who can challenge assumptions, align strategy with resources, protect and grow value.
Unparalleled Teaching Resources
The program is delivered using exclusive frameworks proven to simplify complex concepts and provide CEOs with the practical tools needed to make better decisions and drive growth.
Meet Your Coach
Oana Labes is a globally recognized financial strategist on a mission to equip CEOs, CFOs, and executive teams with the financial intelligence to drive growth, resilience, and long-term value.
With over 380,000 LinkedIn followers and 135 million+ views, her insights have transformed how leaders approach financial strategy and decision-making.
She’s the founder of Financiario, a business financial intelligence platform that delivers real-time CFO-level forecasts, reports, and dashboards—for small and mid-market companies.
A CPA with an MBA from one of Canada’s top business schools, Oana has advised hundreds of companies, from startups to $200M+ enterprises, and is redefining what it means to lead with financial insight and strategic foresight.
4 Key Components of The CEO Financial Intelligence Program
Weekly Masterclasses
Live, 90-minute masterclasses every Wednesday for 6 weeks
12 PM EST / 4 PM GMT
Weekly Q&A
Live Q&A group coaching sessions every Friday for 6 consecutive weeks
12 PM EST / 4 PM GMT
Frameworks Toolkit
Exclusive toolkit packed with custom frameworks to help you understand, retain and apply program concepts
Exclusive Community
Get customize answers, solutions and coaching targeted to your individual business challenges.
The CEO Financial Intelligence Program Curriculum
1
Week 1: Business Valuation
Every CEO needs to understand what their business is worth—and why. This module breaks down the true drivers of business value: not just revenue and profit, but future cash flow potential, risk, capital structure, and leadership strength.
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You’ll learn how investors, lenders, and buyers assess companies, and how your financial decisions today impact valuation tomorrow. We’ll demystify concepts like discounted cash flow, EBITDA, and working capital—and show you how to link your business model, growth plan, and capital strategy to real enterprise value.
Too many CEOs focus only on top-line growth or profitability without understanding how value is actually created or destroyed. This module will show you what really matters—and how to use valuation thinking to make smarter decisions.
By the end of this module, you will:
  • Understand the key drivers of business value and how they apply to your company
  • Learn how to assess your company through a valuation lens
  • Identify steps to increase valuation by improving cash flow, reducing risk, and aligning capital decisions with growth
2
Week 2: Understanding Financial Statements
Financial statements tell the story of your business—if you know how to read them. This module teaches you how to interpret income statements, balance sheets, and cash flow statements so you can ask the right questions, spot red flags, and guide decisions.
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You’ll learn what each statement is really telling you, how they connect, and how to move beyond surface-level KPIs to the insights that matter most. No accounting background needed—just practical skills that give you real control over your company’s financial direction.
A CEO doesn’t need to know how to prepare the financials—but they must know how to use them. This module gives you that power.
By the end of this module, you will:
  • Interpret key financial statements with confidence
  • Identify financial strengths, weaknesses, and performance patterns
  • Connect financial results to your business operations and strategy
3
Week 3: Financial Health & Financial Strength
Growing businesses often look great on paper—but crack under pressure. This module helps you evaluate how resilient and scalable your company really is.
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You’ll learn how to assess your company’s financial health across five dimensions: profitability, liquidity, efficiency, solvency, and cash flow. We’ll show you how to stress-test your numbers, identify weak points, and build safety margins that give you the confidence to pursue bold moves.
Financial strength isn’t about having the biggest bank balance. It’s about being positioned to scale, survive, and thrive—no matter what happens. This module gives you the lens and tools to get there.
By the end of this module, you will:
  • Assess the full financial health of your business using practical tools
  • Identify and strengthen weak spots before they limit your growth
  • Build the financial resilience needed to scale with confidence
4
Week 4: Long-Range Strategic Financial Planning, Forecasts & Budgets
Your past performance is history—what really matters is your ability to plan and perform for the future. In this module, you’ll learn how to build long-range strategic financial plans, connect them to your goals, and turn them into 12-month budgets and rolling forecasts that keep your business on track.
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We’ll cover how to align your strategy with your numbers, how to make forecasts that reflect reality—not hope—and how to build plans that make funding, expansion, and investor conversations far easier.
CEOs don’t just set targets—they need a financial roadmap to achieve them. This module helps you build that map.
By the end of this module, you will:
  • Create a 5-year financial plan aligned with your business strategy
  • Build budgets and forecasts that drive execution and accountability
  • Use scenario planning to prepare for upside and downside risks
5
Week 5: Capital Allocation and Performance Management Frameworks

Where you put your money is where your strategy lives. In this module, you’ll learn how to allocate capital intentionally—whether it's investing in growth, repaying debt, or distributing to shareholders—and how to track whether those decisions are actually delivering results.
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We’ll cover a 5-step capital allocation framework that helps you prioritize what matters most, evaluate ROI, and balance risk and return. You’ll also discover how to implement performance management systems like OKRs, KPIs and scorecards to keep your team focused, engaged and accountable.
This is where financial leadership separates great CEOs from average ones. When you master capital allocation, you unlock the power to scale with precision and purpose.
By the end of this module, you will:
  • Use a structured framework to allocate capital across competing priorities
  • Evaluate investments using metrics like NPV, IRR, and Free Cash Flow
  • Select KPIs and monitor them with dashboards to drive execution and performance
6
Week 6: Ongoing Management & Strategic Communication
Use strategic storytelling techniques to communicate effectively with your CFO, board, investors and also teams. Understand how to work effectively with your CFO and how you can partner with them for ongoing shareholder value creation.
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The most effective CEOs don’t just understand the numbers—they know how to communicate them to align teams, influence investors, and build trust. This module shows you how to turn financials into a compelling story that drives action.
You’ll learn strategic storytelling frameworks, how to deliver board-ready insights, and how to lead your executive team using financial intelligence—even if you don’t have a CFO. We’ll also cover how to anticipate risk, adapt in real time, and manage with foresight instead of hindsight.
This final module brings it all together—empowering you to lead with confidence, insight, and credibility at every table.
By the end of this module, you will:
  • Use financial insights to tell a strategic story and influence decisions
  • Communicate clearly with boards, lenders, and investors
  • Lead your company forward using real-time dashboards, dynamic forecasts and effective risk monitoring
Investment & What's Included
For Individuals:
  • $3,000 upfront or $3,500 in 2 bi-weekly installments
  • 18 Hours of Live Sessions + All Video Recordings
  • 500+ Slides, Program Notes and 65+ Materials
  • App Access for On-the-Go Learning
  • Completion Certificate
  • 3 Months Free Access to the Program Community
  • BONUS #1: Cash Flow Masterclass (2.5 hrs on-demand)
  • BONUS #2: Financial Analysis Masterclass (5.5 hrs on-demand)
  • BONUS #3: 10 Essential Cheat Sheets and Checklists
  • BONUS #4: The 12-in-1 Financial Forecast Model
  • BONUS #5: The Dynamic Financial Statements Model
Add Your Team:
  • $1,500 per additional team member.
  • Accelerate results by involving your executive team in the program.
FREE Masterclass for The CEO Financial Intelligence Program
Join to learn core financial principles that every CEO and executive leader must master if they want to lead strategically, avoid costly financial pitfalls, and drive sustainable value creation in their organization.
Align financial strategy with business goals to drive results
Allocate capital to maximize profits and shareholder returns
Manage cash flow planning to fuel sustainable growth
You'll also get a behind-the-scenes look at the CEO Financial Intelligence Program and a Q&A session.
Click below to register and access recordings
Frequently Asked Questions (FAQs)

What exactly is the CEO Financial Intelligence Program?

This is a transformative coaching program designed specifically for CEOs, C-Suite executives, and other high-level business leaders to elevate their financial acumen. The program equips you with the tools, frameworks, and strategic insights to make better financial decisions, align capital allocation with long-term goals, and lead your organization with confidence and clarity.

How is this program different from other CEO training programs?

Most CEO training focuses on general leadership or business strategy. This program is uniquely focused on financial intelligence—the critical skill that underpins all major decisions and drives organizational value. Unlike other programs, we delve deep into how to evaluate financial health, align strategy with financial metrics, navigate risk, and make data-driven decisions to achieve sustainable growth.

Is this program suitable for CEOs without a financial background?

Absolutely. This program is designed to meet CEOs at their current level of financial knowledge. Whether you’re completely new to financial concepts or looking to refine your expertise, the curriculum is structured to build your confidence and capability step-by-step.

Can this program help me challenge my CFO’s recommendations?

Yes. A key focus of this program is empowering you to understand the financial strategies and assumptions presented by your CFO. By mastering strategic financial intelligence, you’ll be able to engage in meaningful discussions, ensure alignment with strategic goals, and hold your team accountable for outcomes.

How much time will I need to dedicate to this program?

The program spans 6 weeks, with weekly live sessions lasting 90 minutes plus additional weekly live Q&A sessions lasting 90 minutes. In addition to the live sessions, we recommend allocating at least 1 hour per week for reviewing materials, applying frameworks, and reflecting on your company’s financial strategies.

Is the program relevant to CEOs of all industries?

Yes. The principles of financial intelligence apply universally across industries. Whether you lead a SaaS startup, a manufacturing company, or a professional services firm, the concepts and tools you’ll learn can be tailored to your unique challenges and opportunities.

Can my executive team join the program?

Yes. We encourage CEOs to bring key members of their leadership team. This not only accelerates results but also ensures alignment across your organization. Contact us to discuss adding more than 10 team members at an additionally discounted rate.

What happens if I miss a live session?

All live sessions are recorded and made available in your program portal within 24 hours. You’ll have lifetime access to these recordings, so you can review them at your convenience.

Will I receive personalized coaching?

The program includes live Q&A sessions where you can get specific advice tailored to your company’s situation. For CEOs seeking deeper 1-on-1 guidance, we offer optional coaching packages at an additional cost.

What if I don’t see results?

This program is designed to deliver actionable insights and measurable outcomes. If you actively participate and implement the frameworks provided, you’ll see significant improvements in your decision-making, strategic alignment, and company performance. That said, results ultimately depend on your commitment and effort.

What kind of ROI can I expect from this program?

Participants have reported clearer decision-making, better alignment of strategy and financial goals, improved stakeholder communication, and tangible growth in revenue and profitability. The skills you gain will compound over time, yielding both immediate and long-term returns for you and your company.

How do I apply for the program?

Simply click the Apply Now button on this page. Complete the application form, and we’ll review it within 24 hours. If selected, you’ll receive an email with next steps to secure your spot.

What does the program cost, and what are the payment options?

This exclusive 6-week - 18 hour live program is currently still being offered at the very low fee of $3,000. Discounts are available for adding multiple team members.

When does the next cohort begin?

The next cohort begins April 23, 2025. Seats are limited, so we encourage you to apply early to secure your place. Have more questions? Reach out to us directly via email at hello@oanalabes.com to discuss how the CEO Financial Intelligence Program can help you achieve your goals.

Transform Your Leadership Today.
Earn Your Prestigious Completion Certificate
Showcase your achievement with our elegant, professional certificate upon program completion.
Display it proudly in your office or add it to your LinkedIn profile to enhance your professional credibility.
Join the elite network of certified financial leaders who have mastered essential CEO financial intelligence.
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