Who conducts the initial training modules for Focus Cfo?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
ing if Franchisee fails phishing test | 0 | Virtual |## Notes
- (1) The Initial Training is online through the Playbook. Modules are conducted by Brad Martyn, Managing Member of Focus CFO Holdings, LLC, and various other members of the Focus CFO team. Brad has 20+ years of experience in the CFO services industry and 35+ years of business experience.
- (2) 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 Focus CFO Mastery Program, the Climb the Mountain® Workshop and the Tuesday Night Training and Best Practices Sessions. Matt has 5 years of experience with Focus CFO and 20+ years of experience in finance and C-suite level leadership. David has 16 years of experience with Focus CFO and 25+ years of experience in finance and C-suite level leadership. All Area President coaches and CFO Support Team Coaches have at least 2 years of experience with Focus CFO.
- (3) From time to time, Focus CFO may hold "in person" best practices sessions. If you choose to participate in these sessions, you will be responsible for any travel and lodging expenses.
- (4) Local Group Meetings are conducted by the local Focus CFO Area Presidents, each of whom have at least 25 years' experience as a business leader.
Source: Item 11 — Franchisor's Assistance, Advertising, Computer Systems, and Training (FDD pages 17–23)
What This Means (2025 FDD)
According to Focus Cfo's 2025 Franchise Disclosure Document, the initial training modules are conducted by Brad Martyn, the Managing Member of Focus CFO Holdings, LLC, and other members of the Focus CFO team. Brad Martyn has over 20 years of experience in the CFO services industry and over 35 years of business experience.
The initial training is delivered online through the Playbook. This Playbook contains confidential and proprietary information, mandatory specifications, standards and procedures, and rules that Focus CFO periodically prescribes for Franchisees. It also includes continually updated best practice and resource centers that each Franchisee must comply with.
The Focus CFO Mastery Program is co-led by Matt Cooksey, Vice President of Community, and David Bourke, Director of CFO Support, along with various Area President Coaches and CFO Support Team Coaches. Matt Cooksey has 5 years of experience with Focus CFO and 20+ years of experience in finance and C-suite level leadership. David Bourke has 16 years of experience with Focus CFO and 25+ years of experience in finance and C-suite level leadership. All Area President coaches and CFO Support Team Coaches have at least 2 years of experience with Focus CFO.
Sandler Sales Training is conducted by The Ruby Group, an approved vendor and a franchisee of the Sandler Systems, Inc. CEPA Training is conducted by The Exit Planning Institute, another approved vendor. Cybersecurity training is provided by Focus CFO through their IT vendor.