CFO.University

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CFO Talk: 13 Insights CFOs Should Know About Marketing & Sales - with Jerry Vieira

In this episode of CFO Talk Jerry Vieira challenges finance leaders to let go of conventional wisdom and embrace a mindset shift. From his rich background as an engineer, MBA, business leader and musician, Jerry crafts a discussion filled with wit and wisdom, offering CFOs the tools they need to decode the complexities of marketing and sales strategies. Jerry will guide us through the pivotal role of perceived quality, the essentials of a strong market strategy, and the often-overlooked power of the intermarket network.

Jerry Vieira
President & Founder of The QMP Group, Inc.

Steve Rosvold
Founder and Chief Learning Officer at CFO.University

Leadership Needs The “H"elp Word: Enjoy this series of shorts on Leadership from Jim. How often in the last month have you used the “H” word? For most leaders, there’s a direct link between the number of H’s and the effectiveness of their leadership. That is, the more H’s, the better the results. Check out your leadership grade:
Jim Grew
The Grew Company

The Sweeping Change in Finance: The environment we find ourselves in today validates how important it is that we continue to accelerate the adoption of the trends noted in this article. Some of our businesses won’t survive unless we do. Learn where your CFO suite fits into these trends and what you can do to accelerate them. Decision support is moving finance beyond the traditional governance model. There are big changes afoot in finance. Accounting, Finance and Treasury departments are moving forward by creating value for the businesses they serve. Technology, better developed models, broader training and the eclectic nature of today’s finance professionals have put this movement into full gear.
CFO.University

Archetype Consulting

Archetype Consulting provides insight born of real world experience to ensure that our clients achieve measurable and sustainable success from their Business Intelligence (BI) and Enterprise Performance Management (EPM) solutions. Archetype offers a customizable set of services, sized and managed to each organizations individual circumstance. We work with our clients to develop strategic vision, improve and align processes, implement solutions, develop internal expertise, and provide on-going support services.

Our capabilities cover the full information lifecycle, from Business Intelligence, EPM, and Data Warehousing Strategy formulation, to the design, development, implementation and support of ETL and Business Intelligence solutions. Our solutions are process driven, people-centric, and leverage technology to enable business processes critical to a high-performing organization.

Jeanne Enders
endersgroup

Jeanne is on the management faculty at Portland State University. She uses her expertise to help students and leaders explore the relationship between their roles as business people and their hopes to live meaningful and happy lives.

Jeanne also teaches in the healthcare MBA, a joint project between OHSU and PSU, to grow leadership in the healthcare industry.

Jeanne completed her doctoral degree in social and organizational psychology from the University of Chicago.

Jeanne’s past research has shown the effects of high quality relationships between managers and their work teams in the food industry.

In one consulting project, Jeanne worked with the retail grocery industry on mindset shift to change behavior in energy conservation.

The result was a Better Bricks Award for the local grocery chain.

She has provided strategic planning services for clients like Clark County Health Services and the regional group of the National Association of College Bookstores and serves on various non-profit boards.

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.

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.

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.

Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

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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