- What Every Buyer and Seller Should Know
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- Two of the most critical financial transactions any business owner negotiates occur on opposite sides of the table. The day they buy their business and the day they sell it. Although the objectives are different the analytical building blocks to successfully buying or selling a business are the same.
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Take Assessment Watch Video- Your Trigger Alert: Disruption - The Good and The Bad
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- Enjoy this series of shorts on Strategy from Jim. If you’re a leader, your biggest challenge to success isn’t competition, poor execution, weak product design, or (insert other concern here). It is, says Joth Ricci, disruption. Disruption that can be either good or bad. (Joth is the successful head of three companies, one at a time).
- Why Your Business Needs A Strategic CFO
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- The career track of CFOs often takes them through the roles of accountant and analyst; then to controller, finance manager or treasurer. They earn well-deserved reputations for being diligent expense watchdogs, budget analyzers and cash managers; but it is a significant transition moving from controller, FP&A director or treasurer to the CFO role. This is especially true today, when nearly all CFOs are expected to play a large strategic role at their company.
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
