2026 Vista Bootcamp for CFOs and Controllers
Gain Confidence and Clarity in Your Financial Decisions
Part one of bootcamp focuses on CFO roundtable, discussions and training.
Part two of bootcamp is built for controllers and focuses on saving money by streamlining Vista processes.
Vista Bootcamp for CFOs
"What should a CFO know about Vista? Can you train me?"
The Initiative
We received the above request from a CFO new to Vista asking for training. This led us to consider: "What should a CFO know about Vista?" and "How can we offer the most assistance?"
The Program
We then organized our first CFO Bootcamp and invited 12 CFOs and Controllers from across the country to engage in a discussion that led to the following format.
The Details
3.5 day intensive format broken out into two sessions: part one for CFOs and part two for Financial Controllers. Cost: $6,000 covering up to two attendees per organization.
Learning Outcomes
2 SESSIONS
3.5 Days
CFO training
Hear from your peers and experts on:
- Insights from experts and fellow CFOs
- Discussions on key financial processes and best practices
- Hands-on demonstrations of tools and reporting platforms
- Guidance on financial systems, dashboards, and workflows
- Show + Tell
- Opportunities to ask questions and share experiences
- Oops Game- learn about risk mitigation
Lunch will be provided!
Final agenda coming soon – stay tuned for more details!
Controller training
All the detail you ever wanted (and more) on:
- Practical insights into key financial workflows and system functions
- Tips, tricks, and tools to streamline daily processes
- Exploration of dashboards, reporting, and customization features
- Guidance on forecasting, compliance, and financial management
- Opportunities for peer discussion and Q&A
- Deep dives into financial systems and tools
Lunch will be provided!
Final agenda coming soon – stay tuned for more details!
CFO Vista Bootcamp
Understand Vista, the IT environment, and the actionable insights you can put to work. Each organization can send up to two attendees.
Location: Southwest Washington
May 2026
$6,000
Register TodayMoments from the last bootcamp.
