As a CFO PARTNER customer you can choose from product training, support and consulting service options based on your needs and budget.

Product Training and Support

Training for CFO PARTNER can be delivered remotely over the internet (using a facility called WebEx®), or on-site. Many customers prefer the remote training option in order to expedite project progress and reduce overall cost. You pick the option that works best for your company.
Depending on the current status of your company activities with respect to NI 52-109 or SOX 404, a typical CFO PARTNER training agenda would typically include:

  • Installation of the CFO PARTNER product
  • Overview and general navigation/usage considerations
  • Training on the use of the product content and templates
  • Utilizing the product’s reporting capabilities
  • Review of a sample information that is specific to your company
  • Data migration issues
  • Tailoring of applicable materials and tools
  • Development of a prioritized To Do list to keep your team focused and to leverage your training investment

The CFO PARTNER product is also backed by an annual maintenance and support program that entitles your organization to technical telephone support and product/content updates, as well as periodic product training refreshers and discounts on other compliance products.

Software Maintenance and Updates – Stay Current

The CFO PARTNER product is updated with new features and content on a regular basis. The maintenance and support program I renewed on an annual basis, If you are either an existing COMPLIANCE PARTNER® for NI 52-109 customer, or a COMPLIANCE PLAYBOOK for SOX 404 customer, and have not yet renewed your maintenance and support you can contact the CFO PARTNER team by going to the Contact Us page and we will help you protect your ongoing compliance infrastructure and investment.

Customer Events and Workshops

The support team at CFO PARTNER provides customers with web-based training and special workshops to address current compliance topics. Recent workshops have included IFRS and NI 52-109 Certifications: On A Collision Course in 2010, and IFRS Transition Controls and Testing in 2010 for NI 52-109 Certifications.

Consulting ServicesDocumentation and Testing (Optional)

CFO PARTNER has been designed to help you significantly lessen your requirements for scarce and expensive, external financial compliance consulting assistance. This reduces your costs and improves overall ownership by your team with respect a sound financial control environment.
However, we also recognize that every organization is different in terms of staffing, resources and experience with respect to compliance and disclosure requirements. To meet your needs you can pick Consulting Service levels that vary from lean to extensive.

Issues Central, Inc. staff are experienced in the documentation and testing of controls and trained to support your team's CFO PARTNER implementation efficiently and effectively. Engagements can include a review of existing documentation, the testing of the operating effectiveness of your financial controls, reviewing findings with your audit committee, and so on.