- Capital Investment Analysis and Request Form
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- One of our core duties as stewards of corporate resources is deciding how to deploy our company’s capital. Building and maintaining an asset portfolio and corresponding financing package that aligns with the ongoing mission of the company takes thoughtful preparation and analysis. Developing the standards, processes and tools that support long term, strategic decision making is an important step in achieving this rigor.
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Take Assessment Watch Video- CFO Talk: Accelerating Finance Transformation with Andrew Codd
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- Andrew Codd, a global expert who combines deep finance knowledge with data & analytics to accelerate finance transformations, tackles questions like these in his CFO Talk with Steve: 1. What does the traditional vs modern approach to a data & analytics transformation look like, and why should CFOs care? 2. What is so important about outside vs internal investments in this area? 3. On how to leverage our core skills to keep transformations on the rails 4. How is the diamond organizational structure and why does it better support finance teams today than the traditional pyramid structure? 5. Andrew reflects on how learning from a guild formed back in the 13th century can help us today. 6. Team. Talent. Leadership. Culture. Visit Andrew’s library on CFO.University here:https://cfo.university/library/contributor/andrew-codd
- Valuations in Small Business Transitions
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- It’s worth repeating; the demographic phenomenon which first appeared about ten years ago - at least 7,000 baby boomers per day are turning 65 - is expected to last for another eight years. Since this demographic owns approximately 4 million businesses, it’s logical that getting outof a business has become a process that many business owners have to master in order to maximize the value of their life’s work.
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
