- Actively Managing the Pre-Acquisition Process in a Private Equity Transaction - Part I
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- In this article Larry is speaking directly to Private Equity General Partners from his perspective as the CEO of numerous PE backed companies. These concepts are important for incumbent CFOs to grasp; first, to learn how to survive in a PE backed company and, second, to learn how to help make a PE backed company thrive. PRIVATE EQUITY INVESTMENT CONTINUES TO EXPAND, WITH INCREASING NUMBERS OF INVESTORS LOOKING TO REALIZE ABOVE-AVERAGE RETURNS. But the pre-acquisition stage can be extremely challenging, especially for general partners who will be actively involved in growing the company to achieve the expected returns.
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Take Assessment Watch Video- The CFO’s Role in Times of Crisis
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- Companies find themselves in “crisis” more often than we like to admit. Some crises are specific to our company. Some are specific to our industry. Others to the geography we operate in. And, some, like the recent pandemic or short lived banking crisis, are global in nature. It doesn’t matter how specific or how broad the crisis, I believe CFOs have a critical role in navigating their company through the rough waters caused by the disruption.
- CFO Talk - Reimagining the New CFO Skillset with Tariq Munir Part 1
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- In this thought-provoking episode of CFO Talk, host Steve Rosvold sits down with Tariq Munir—Managing Partner at Finspyr and author of the upcoming book Reimagined Finance: The CFO’s Leadership Playbook in the Age of AI, Data, and Digital. Together, they dive deep into the evolving skill set every modern CFO needs to thrive in today’s rapidly changing digital landscape.
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
