- 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.
Join our Community of Member Scholars for tools, courses and exclusive content to develop your skills as a Chief Financial Officer.
Take Your Personalized CFO Readiness Survey by clicking the Take Assessment button below.
Take Assessment Watch Video- M&A 101: The difference between mergers and acquisitions
-
- Andy Shawber, Senior Innovation Counsel at Perkins Coie LLP in Seattle, concentrates his practice on corporate and securities law, representing companies in all stages of their lifecycles, through formation, venture capital finance, IPOs, public company reporting, and mergers and acquisitions. Laura Harper’s practice at Laura Harper, PLLC focuses on representing companies in all phases of the business life cycle. We caught up with Shawber and Harper to learn more about the basics of business combinations for the first in our M&A 101 series.
- Finance: The Foundation of All Economies
-
- We are living longer! Addressing the critical role that financial professionals will play in the lifestyle of generations to come. - Steve Rosvold, CFO.University
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
