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Vistage Chairs: Now drive deeper member engagement with proven, trusted tools.

Vistage groups are outstanding at leveraging the combined experience of the group to make each member stronger. But too often, trusted financial insight is missing from the conversation.

Now, get a proven, high-impact diagnostic that helps leaders take control—starting with a free ITR Insight Analysis.

What’s Holding Vistage Members Back from Their Next Level of Growth?

The best advice frequently comes from the CEO peers who “have been there”.  Imagine their guidance if they:

  • Know your Phase determination and direction
  • Understood your progress and future trends
  • Vet recommended tactics and CFO Insights
  • Recognize the extent of your Head/Tail winds
  • Share what Did/Did Not work for them

You see these gaps—and now you can offer a resource that addresses them head-on.
The ITR Strategic diagnostic analysis from New Life CFO

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New Life CFO has embraced the ITR Strategic Diagnostic 12/12 3/12Methodology

Key Feature 1

Financial Health Assessment

  • Analyze 60 Months of revenue/volume data
  • Generate clear graphs and trend commentary
  • ITR Methodology that everyone knows and trusts
Key Feature 2

Predictive Insights

  • Customized individual and group level analysis
  • Phase mapping (recovering, accelerating, slowing, recession)
  • Guided conversation questions
  • Added insights from experienced CFOs
Key Feature 3

Streamlined Process

  • Easy data collection via spreadsheet preformatted input templates
  • Done-for-you service on analysis and recommendations
  • Discreet support available to the Vistage Chair
    so you are always prepared

We’re the Financial Partner that delivers results

New Life CFO has a team of CFO professionals that brings decades of executive financial leadership and a strong track record working with Vistage-level businesses.

We partner with mid-market CEOs to:

  • Identify the strategic financial levers hiding in their numbers
  • Create financial dashboards that guide action and results
  • Build a culture of accountability and urgency around performance
BOOK YOUR FREE CONSULTATION

Here’s How the ITR Process Works:

Members submit 48 months of financial data

New Life CFO analyzes &
generates insights

Vistage Chairs receive individual &
group reports

Insights guide one-on-one
& group discussions

Recommended mid-year &
year-start for client reviews

The ITR Insight Session is a high-impact, zero-cost resource that gives Vistage members clarity, control, and a clear path to improved results!
Book Your Free ITR Insight Session