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The Magic of Metrics: What Gets Measured, Gets Managed
accounting pillar
Recently a group of local financial executives discussed the art of developing effective business performance measures. Participants agreed many key metrics used today are irrelevant in helping guide their business. Poorly chosen metrics waste corporate resources by diverting attention from important issues to less important or, worse yet, irrelevant ones. The group decided businesses should have a process in place to determine what metrics will be most effective. The following 6 step approach will help you create the best metrics for your business.

Steve Rosvold

The 5 Pillars of Data Visualization
other pillar
Poorly generated data visuals can lead to faulty interpretation, incorrect decisions and, ultimately, poor business results. Data visualization is a process in data analytics where visual representation communicates the data and insights to facilitate good data-driven decisions. Basically, data visualization is communicating data and insights, in part or whole, using charts, color, text, ergonomics and other related aspects. While a well-crafted data visualization can make the communication pertaining to data and insights more effective, a poorly generated data visual can lead to faulty interpretation, incorrect decisions and, ultimately, poor business results.

Prashanth Southekal

COVID’s Impact on Private Company Valuations
finance pillar
COVID has transformed nearly every aspect of daily life, including the performance of privately held businesses. In fact, nearly 5 million businesses in the U.S., the vast majority of which are privately held, received over $520 billion in PPP loans to help shore up cash flow needs. However, not all companies have been affected the same. Many industries, such as restaurants and retail, are suffering, while others including some tech and online retailers, are benefitting. As many businesses’ financial performance have been significantly altered during this period, the question must be asked: how have their valuations been impacted?

John O’Dore

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Governance & Controls – structure and controls.

Transaction Recording – systems, transaction processing and closing the books.

Reporting - efficient, timely and accurate information for decision making and meeting compliance requirements.

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Accounting

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Business Planning - provide the financial roadmap for the company with supporting analytics.

Financial Forecasting - integrate the company’s current performance relative to budget with the real-time business environment.

Investment Analysis - the framework to analyze new opportunities as they present themselves.

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Finance

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Cash Management - the discipline to ensure cash is available to operate the business normally.

Funding - Planning for and raising funds to meet the needs of the business.

Risk Management – Identification and mitigation of key business risks.

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Treasury

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Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

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Leadership

Four Pillars of Executive Expertise

CFO.University is built around the Four Pillars of CFO Success. These Pillars are supported with Core Competencies. Our framework allows you to master your role as a senior financial officer. The Four Pillars are made up of:


Accounting – Governance & Controls, Transaction Recording and Reporting

Finance – Business Planning, Financial Forecasting and Investment Analysis

Treasury – Cash Management, Funding (Capital Raising) and Risk Management

Leadership – Self Awareness, Team Building and Strategy & Culture

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