- Supply Chain Risk Assessment Tool
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- This Supply Chain Risk Assessment provides an overview of how well your business understands and manages the key risks in your supply chain. Its high level, brief format makes it an excellent tool to use for educational and improvement meetings.
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Take Assessment Watch Video- The Case of the Mistaken Measures
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- Recently, a company asked for my help in solving a mystery. Their revenue was growing but their profitability had declined over the past couple of years and they couldn’t figure out why. They thought it might have to do with operations and supply chain, but they weren’t sure.
- COVID’s Impact on Private Company Valuations
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- COVID has transformed nearly every aspect of daily life, including the performance of privately held businesses. In fact, nearly 5 million businesses in the U.S., the vast majority of which are privately held, received over $520 billion in PPP loans to help shore up cash flow needs. However, not all companies have been affected the same. Many industries, such as restaurants and retail, are suffering, while others including some tech and online retailers, are benefitting. As many businesses’ financial performance have been significantly altered during this period, the question must be asked: how have their valuations been impacted?
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
