What is the Climb the Mountain® Workshop for Focus Cfo?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
d fourth Monday of each month. Sessions are held virtually.
Franchisees are required to attend one Climb the Mountain® Workshop. This workshop reinforces best practices introduced in the initial training in Playbook. This workshop is offered at least twice a year and is held in-person at a location within the United States. You are also responsible for your own travel, lodging, food and other out-of-pocket expenses for this training program, if applicable.
Franchisees are required to attend Tuesday Night Training and Best Practices Sessions during the first year. These sessions are held virtually on the second Tuesday of each month.
Franchisees are required to complete online cybersecurity training that we provide to you during your initial training program. This training should be completed within one (1) week of receiving a link to the training. In addition, all franchisees are subject to phishing testing campaigns conducted by Focus CFO's IT provider. If you fail the testing, you will be required to complete additional online cybersecurity training provided by us.
You are required to participate in an 11-month Sandler Sales Training program through our approved vendor, The Ruby Group, the cost of which is paid for by Focus CFO. The required program includes a Bootcamp and eleven (11) months of reinforcement training and coaching.
Source: Item 11 — Franchisor's Assistance, Advertising, Computer Systems, and Training (FDD pages 17–23)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, franchisees are required to attend one Climb the Mountain® Workshop. This workshop is designed to reinforce best practices that are initially introduced during the online Playbook training.
The Climb the Mountain® Workshop is offered at least twice annually and is held in person at a location within the United States. The workshop itself spans 8 to 10 hours over 2 days. Focus Cfo franchisees are responsible for covering their own travel, lodging, food, and any other out-of-pocket expenses associated with attending the workshop.
Matt Cooksey, Vice President of Community, and David Bourke, Director of CFO Support, along with various Area President Coaches and CFO Support Team Coaches, co-lead the Climb the Mountain® Workshop. This workshop is one of several training programs that Focus Cfo provides to its franchisees to ensure they are well-versed in the company's standards and best practices.