- Driving Your Strategy Through Data and Planning
-
- Business and vacations are alike in one way: once you’ve established where you’re going, a plan and a map to get there are very helpful. While even the best-laid plans require adjustments you are better off forging ahead with one than without one. In the second of our 3 part series on planning, we cover creating the map for your strategy.
Join our Community of Member Scholars for tools, courses and exclusive content to develop your skills as a Chief Financial Officer.
Take Your Personalized CFO Readiness Survey by clicking the Take Assessment button below.
Take Assessment Watch Video- Blockchain Solutions for Finance - Part I Micro Learning
-
- In part I of this four part video presentation, Blockchain Solutions for Finance, Dave Sackett explains what a Blockchain is. Dave has been researching blockchain as a solution to a complex and time consuming intercompany accounts process at ULVAC Technologies. Tune in, take notes, complete the exercises in the video and come out on the right side of this new technology.
- FInEx AmeriEuro - Panel 4 - From Talent to Triumph – Driving Success Through People
-
- Excited to share this Panel, From Talent to Triumph – Driving Success Through People from the FinEx AmeriEuro Summit where we embarked on an exhilarating journey into the world of talent leadership. Featuring expert panelists Julie Winkle Giulioni - Best-selling author and leadership expert Dr. Solange Charas - CEO of HC Moneyball and human capital guru Dave Bookbinder - Human capital valuation authority Stacy Colbert - CFO and strategic bridge-builder
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.
Accounting
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.
Finance
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.
Treasury
Self-Awareness - Internal.
Team Building - External.
Strategy & Culture – Motivate people to follow you.
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
