Which items in the Focus Cfo Disclosure Document relate to initial and ongoing training?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
[Item 11: Franchisor's Assistance, Advertising, Computer Systems, and Training]
Focus CFO does not have any independent access to information generated or stored on your business computer.
Operating Manual
We will provide you with access to our Playbook, which contains confidential and proprietary information, once you sign the Franchise Agreement and pay the Franchise Fee. This Playbook contains mandatory specifications, standards and procedures, and rules that we periodically prescribe for Franchisees as well as continually updated best practice and resource centers that each Franchisee must comply with. We may modify the Playbook from time to time. The table of contents is attached as Exhibit E to this Disclosure Document. The initial training program on Focus CFO's standard business development process and client delivery best practices starts with the required sections of Playbook that typically takes 20-30 hours to review. Prior to signing this Agreement, you may request a temporary password to access the Policies and Procedures Playbook section of the Playbook upon signing a non-disclosure agreement with Focus CFO.
Training
We provide you with a training program to help you develop and operate your business as a Franchisee while protecting Focus CFO's brand and the Focus CFO Marks. The training program will not advise you on how to perform CFO Services or your day-to-day operations. The topics covered are listed in the chart below.
The initial training program starts with you completing the required sections of our confidential and proprietary Playbook which can be accessed and completed online. You will have access to the Playbook within two (2) business days of signing the Franchise Agreement and payment of the Franchise Fee. You are to complete the required sections of the Playbook within two (2) weeks of signing the Franchise Agreement. The initial training program is mandatory and must be completed to Focus CFO's satisfaction.
Franchisees are required to attend the Focus CFO Mastery Program. This program reinforces mandatory specifications, standards and procedures, and best practices introduced in the initial training in Playbook. The program consists of six 90-minute sessions held the second and 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. [Item 23: Receipts]
Franchisee will not be authorized to participate in group marketing activities or any meetings with current or potential Focus CFO clients until Franchisee's initial training is completed.
- 7.1.2.
Supplemental.
The Playbook contains mandatory specifications, standards and operating procedures, and rules that Focus CFO periodically prescribes for Franchisees as well as continually updated best practice and resource centers.
Focus CFO may, from time to time and at its sole discretion, modify, revise, amend or change the Playbook in light of Focus CFO's experience and development of the System, competitive conditions in the industry and other factors.
Franchisees have the obligation to review and become familiar with, and continually review and monitor, all of Focus CFO's materials in the Playbook.
Franchisee agrees to comply strictly with the Playbook and any and all modifications, amendments and revisions to such Playbook.
- 7.2.
Other Training Required and Ongoing.
Franchisee is required to attend, and successfully complete certain training programs as set forth in Attachment C.
Franchisee is also encouraged to attend other optional training opportunities recommended by Focus CFO, which are also set forth in Attachment C.
[Item 11: Franchisor's Assistance, Advertising, Computer Systems, and Training]
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- Provide ongoing training and updates in areas such as business development, client delivery, or other relevant industry topics; this training will be either virtual or at a location within the United States. You will be responsible for any travel and lodging expenses required to attend the training. (Franchise Agreement, Section 6, 7, Att. C).
[Item 23: Receipts]
Franchisee shall complete the required sections of the Playbook within two (2) weeks of signing this Agreement as part of Franchisee's initial training.
Franchisee will not be authorized to participate in group marketing activities or any meetings with current or potential Focus CFO clients until Franchisee's initial training is completed.
[Item 11: Franchisor's Assistance, Advertising, Computer Systems, and Training]
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.
[Item 11: Franchisor's Assistance, Advertising, Computer Systems, and Training]
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- We will provide you with initial training which consists of completing the required sections of the Playbook. This initial training is to be completed within two (2) weeks of signing the Franchise Agreement. You will not be authorized to participate in group marketing activities or any meetings with current or potential Focus CFO clients until this initial training is completed. The initial training program is mandatory and must be completed to our satisfaction. (Franchise Agreement, Section 7.1.1)
Source: Item 9 — Franchisee's Obligations (FDD page 16)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, several items outline the training programs and requirements for franchisees. Item 11 details the franchisor's assistance, advertising, computer systems, and training provided to franchisees. This includes initial training through the Focus Cfo Playbook, which new franchisees must complete within two weeks of signing the Franchise Agreement. Franchisees cannot participate in group marketing or meetings with potential clients until this initial training is completed. The Playbook contains mandatory specifications, standards, procedures, and rules that franchisees must adhere to, along with updated best practices and resource centers.
Focus Cfo also requires franchisees to attend the Focus Cfo Mastery Program, consisting of six virtual 90-minute sessions held twice a month. Additionally, franchisees must attend one in-person Climb the Mountain® Workshop, offered at least twice a year within the United States, with the franchisee responsible for travel and lodging expenses. Item 23 further emphasizes the franchisee's responsibilities, including completing the required sections of the Playbook as part of the initial training. Franchisees must continually review and monitor all materials in the Playbook and comply with any modifications or revisions made by Focus Cfo.
Furthermore, Focus Cfo provides ongoing training and updates in areas such as business development, client delivery, and other relevant industry topics, which may be delivered virtually or at a physical location within the United States. Franchisees are responsible for any travel and lodging expenses associated with attending these training sessions. Focus Cfo also has the right to require franchisees to attend additional training sessions at the franchisee's expense if they fail to obtain a satisfactory assessment of their compliance with the Franchise Agreement, the System, and the Playbook. The FDD also lists the names and experience of the people who conduct the training programs.