Workshop 1: From J-curve to Waterfall:
How to 9X your Cashflow – Intro Session

Wednesday, March 31, 2021 from 1:00pm to 2:00pm · Zoom Webinar

About The Session

That’s the famous line that predicts that your revenue will be growing to the stratosphere by year 5. This is you, CEO, promising yourself, your investors, your employees, that your company will become the next unicorn. We congratulate you for being an Ambitious Founder, for setting the bar high, for dreaming big, and wanting to live a life of meaning and impact.

We’ve accompanied hundreds of entrepreneurs like yourself. They inspire and get us to work every day. Here is the cold truth: the overwhelming majority of Founders fail to achieve outsized financial success.

At Alex the CFO, we power the finance departments of some of the fastest-growing B2B SAAS companies with state-of-the-art technology and advisory to help them become unicorns. We’ve helped them raise $15mln in equity financing. We spend our days watching dollars coming in and out of their bank accounts. That taught us a thing or two, mostly about patterns of financial success. See, most CEOs that end up achieving some kind of financial success have one thing in common: “they have their head in the cloud (in some cases literally) while their feet stand firm in the ground.” They can translate a BHAG (Big Hairy Audacious Goal) into micro-actions that their teams undertake, every day, week, month, quarter and year. Those habits define their financial success.

During this workshop, the trainer will share a step-by-step system developed to help power your success with data-driven financial decisions.

What you will learn are the key pillars to running a finance function, like a Fortune 500 company.

  • Reporting: Breathing story into cash- the waterfall cashflow chart 
  • Metrics: the KPIs that keep us honest, along the journey 
  • Software: how cloud-computing turbocharges your decisions, in real-time 
  • Team: The humans that make it all happen

This workshop is for you if you:

  • Are a CEO of a 10+ people company 
  • Have fast-growing revenue or are fundraising from professional investors 
  • Are frustrated with your current accountant, they just don’t speak your language 
  • Want your finance function to be digitized, automated, a leading department, and not just a back-end function

An advanced version of this short course will be available (at a later date) for applicants who want to dig deeper.


Samer Azar

Founder, Alex the CFO

Samer Azar, CFA is a financial storyteller who specializes in helping people overcome cashflow-related anxiety. Unlike other financiers, Samer’s experience was forged in entrepreneurship and angel investing. He has helped his clients collectively raise $15 million in financing. As the founder of Alex the CFO, Samer is on a mission to help ambitious founders sleep soundly knowing that their books are handled by experts.

Places are limited. Get your access ticket now.

About the Financial Planning Series

The Financial Planning Series is part of the holistic package of emergency support provided to business owners through YBI’s global network of enterprise support organizations – like Berytech in Lebanon, both YBI members and non-profit delivery partners. This includes crisis helplines, targeted advice and signposting, online training through webinars, and mentoring. Learn more about the full Helping SMEs Build Resilience Program here.

Need more info?

If you have any questions about the program, please contact us  at