Negotiation Guides
CFO Pay Negotiation Checklist and Talking-Points Guide
A pre-review checklist and fill-in talking-point templates for a CFO preparing a pay conversation. You work through the checklist to gather your own pay and your peers' disclosed pay from SEC DEF 14A Summary Compensation Tables or IRS Form 990 Part VII / Schedule J filings. For each peer figure you record the filing, the proxy or tax year and a 'Sources:' line, then use the templates to state each figure plainly with its citation and coverage limits. The guide contains no peer pay figures and gives no negotiation, legal, tax or financial advice. Every figure in it is one you take from a filing yourself.
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Join the WaitlistWhat's included
- A pre-review checklist for gathering your own pay and your peers' disclosed pay from SEC DEF 14A Summary Compensation Tables or IRS Form 990 Part VII / Schedule J filings
- A record for each peer figure: the filing, the proxy or tax year and a 'Sources:' line
- Fill-in talking-point templates that state each figure plainly with its citation and coverage limits
- No peer pay figures included: every figure is one you take from a filing yourself
- Gives no negotiation, legal, tax or financial advice
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This is included in Tracker ($129/mo) as the CFO Pay Negotiation Kit tool, inside the app with current SEC and IRS filing data. The file you buy here is yours to keep.
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