CFO.University

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Financial Planning and Analysis Leaders are Failing to Deliver Higher Strategic Value: Prophix Software findings from the survey, Defining the Evolution of FP&A: Benchmarks, Challenges & Opportunities highlighted room for improvement. The survey included feedback from over 300 FP&A leaders from all companies of all sizes across the globe. The survey was conducted to establish the maturity of analytics solutions across the globe, the effectiveness and efficiency of FP&A leaders’ planning processes, how companies are leveraging technology to improve FP&A processes, and to gauge internal perceptions relative to the value of FP&A.
Peter Chisambara
Founder & EPM Specialist at ERPM Insights

CFO Talk: The Perils of Ignoring the Income Trap

Welcome to the latest episode of “CFO Talk.” In this sequel to Do You Know What the Income Trap Is? Joe expands on the lessons he shared earlier with more examples to emphasize the perils of ignoring the income trap. In the sequel the wisdom of the balance sheet takes center stage and the nightmares of the Income Trap unfold. Host Steve Rosvold and guest Joe Connors, a premier banker on the U.S. West Coast, dive deep into the world where numbers aren’t just numbers—they’re the very lifelines of our businesses.

Joe Connors
Personal CFO For Business Owners

Steve Rosvold
Founder and Chief Learning Officer at CFO.University

CFO Talk: The Evolution of the Chief Financial Officer with Glenn Hopper

In this CFO Talk, Glenn Hopper, describes the evolution taking place in the CFO suite. He describes the CFO role as moving from the transactional and historical to the real time and analytical and explains what this means for finance leaders of the future.

Glenn Hopper
Managing Director, Head of AI

Steve Rosvold
Founder and Chief Learning Officer at CFO.University

Jeff Severson

www.primaryfunding.com

• Are you a B2B business looking for additional financing?
• Have you been declined by a bank?
• Have customers indicated payment delays?
• Are your accounts receivable efforts taking too much time and stress?
• Do you need reliable short-term cash flow solutions?
• Do you have a lot of outstanding invoices that your clients haven’t paid yet?
• Is the annual revenue of your business between $500,000 - $25 Million?

The stress of owning a business can be overwhelming, especially when you add the challenges of trying to gain access to the financing you need to support your operations and growth.

What would you do if you had access to financing?
• Stabilize and grow
• Increase the production of your products or services
• Hire the employees you need to meet the needs of your clients

That’s where we come in.

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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