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CFO Pay Workbooks & Guides
Place your own pay against peers cited to SEC and IRS Form 990 filings, at the moment you need it: a pay review, an offer, a severance review.
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CFO Annual Pay Review Prep Workbook
Your pay in, your percentile out: normalize base, bonus, equity and other pay to SCT conventions and place it against peer CFO figures you cite.
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CFO-to-CEO Pay Ratio Calculator
Your CFO and CEO totals in, your CFO-to-CEO pay percentage out, placed against peer ratios you record and cite from same-filing proxy data.
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CFO Offer and Equity Comparison Model
Your CFO offers in, one year-by-year view out: base, bonus, sign-on and equity on their vesting schedules, using only figures you enter.
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CFO Pay Negotiation Checklist and Talking-Points Guide
A checklist and talking-point templates for setting out your own pay and filing-cited CFO peer figures before a pay conversation.
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Complete Kit
Every CFO pay workbook, guide and kit from CFOCompensation.com in one download, with peer figures as filed and cited to SEC and IRS filings.
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Proxy Summary Compensation Table Reading Guide and Peer Build Worksheet
Read a proxy Summary Compensation Table column by column, then log cited peer CFO rows as filed, check titles and totals, and count your coverage.
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CFO Peer Set Builder and Disclosure-Coverage Worksheet
Build a CFO peer set by revenue band, sector and region, then check that each peer actually discloses a CFO before you trust a percentile.
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CFO Pay Comparables Guide & Peer Workbook by Revenue Band
A method guide and peer workbook: find CFO comparables in SEC proxy filings, place each company in a revenue band, cite every row, and compute percentiles…
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Sector CFO Pay Comparables Guides & Peer Workbook
Six sector method chapters and one peer workbook: find CFO comparables in SEC proxy filings, cite every row, and compute percentiles within your sector over…
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Nonprofit and Hospital CFO Pay Positioning Workbook (Form 990)
Your Schedule J pay in, a cited position out: place your nonprofit or hospital CFO pay against Form 990 peers you enter as filed.
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Hospital CFO Pay Comparables Guide & Form 990 Peer Workbook
A method guide and peer workbook: find hospital CFO comparables on Form 990 Schedule J, cite each by EIN and tax year, and compute percentiles over your own…
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CFO-Designate Step-Up Pay Planner
Bridge your VP Finance pay to a proposed CFO package by component, and check it against first-year CFO rows you cite from proxy filings.
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Three-Year Peer CFO Pay Trend Tracker
Three years of each peer CFO's pay as filed and cited, set beside your own year-over-year movement, with turnover and restatements handled.
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CFO Severance and Change-of-Control Terms Review Checklist
Record your own severance, change-of-control, clawback and ownership terms as written, then turn the gaps into questions for your own attorney.
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IPO-Readiness CFO Pay Positioning Workbook
Your pre-IPO package in, a cited position out: cash and total pay set against CFO rows from newly listed companies' first proxy statements.
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CFO Pay Renewal Case Builder
Role-scope evidence, cited peer position and your chosen asks in; a one-page renewal case and asked-vs-granted log out. Every figure is your own.
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PE-Backed CFO Public-Peer Stand-In Workbook
Your PE-backed CFO cash pay placed against as-filed public-peer DEF 14A rows, labelled a stand-in on every output; PE equity is never valued.
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CFO Pay Mix and Component Positioning Workbook
As-filed SCT rows in, pay-mix shares out: see how your fixed vs at-risk and cash vs equity split compares with disclosed peer CFOs.
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CFO Pay Trigger-Event Playbook
Six CFO pay trigger events, one chapter each: what to gather, which filings to read, timeline checkpoints and the coverage caveats.
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Unvested Equity Walk-Away and Make-Whole Schedule
Departure date in, forfeited units and value out. Lay out a make-whole request against a new offer, using only your own grant figures.
Every purchase is a one-time charge with an instant download and lifetime re-downloads from your account. Instant digital download — all sales final. Refund policy