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Latest News

Proactive vs. Reactive Approach to Risk Management

Nick Warren

Does the word insurance make you feel tense? Learn how to maximize your return on investment by using a proactive risk management strategy. - Nick Warren, Vice President at Parker, Smith & Feek

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Without Change, the M&A Boom Will Stunt Economic Growth

Grant Jones

M&A is a statistical failure. Tune in for 3 ideas on how to improve the rationale for doing acquisitions as well as improve success rates. - Grant Jones, Investment Banker & Operations/ Finance Executive

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Is Your Competitive Philosophy Building or Killing Your Culture?

Erik Gillam

How did you feel the last time you were really stressed out or discontent? Were you thinking about how productive you were or how to move your company forward? We’d like to share with you how to build a team culture that is happier and less stressed leading to increased productivity and profit. - Erik Gillam, Partner at Aldrich CPAs + Advisors

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Recover $100K Every Year from Your Supplier Spending

Dileep Kulkarni

Are you interested in an extra $100K for free every year? The secret is knowing where to look. - Dileep Kulkarni, Director at Expense Reduction Analysts

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What Every CFO Needs to Know About Tax

Craig Vagt

In many ways, the CFO is responsible for the tax function of your company. Listen in for helpful tips on how to ensure this functions success. - Craig Vagt, Partner Emeritus Talbot, Korvola & Warwick, LLP

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Categories

Accounting

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.

Finance

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.

Treasury

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.

Leadership

Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

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