Finance Courses

The Defining Attributes of a Successful CFO: Finance

Finance uses the discipline and data from a strong Accounting team as the launching pad for planning and creating their company’s future. A seamless handoff between the Accounting and Finance departments is critical in creating and executing an effective strategy. The Finance function is about creating the optimum analytical framework to make strategic decisions.

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Core Competencies

Business Planning

Business planning, which includes strategy development and budgeting, is a main responsibility of the finance function. The development, communication and execution of plans requires discipline and processes that provide measures.

Investment Analysis

This discipline guides the company in where to invest and divest its resources. Corporate culture, finance principles applied to well designed models assist companies in determining where to invest their capital and human resources.

Financial Forecasting

As important as the budgeting process is to bringing the team to a common focus, the financial forecast helps the team course correct as the environment changes. It helps leaders bridge the day to day company needs with longer term decisions. The forecast is our “canary in the coal mine” and our “make hay while the sun shines” all wrapped up in one. It’s a powerful tool to keep you in tune with what is changing in your business environment.

Courses

Business Planning

Business Planning I: Introduction to Planning

This course teaches the foundational elements of business planning including the importance of the handoff from accounting to preparing the annual budget.

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Financial Forecasting

Financial Forecasting I: Introduction to Forecasting

This course teaches the foundational elements of creating a financial forecast

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Investment Analysis

Investment Analysis I: Introduction to Investment Analysis

This course teaches the foundational elements of investment analysis.
Cost of capital, hurdle rates , cash flows and other investment criteria help create a common language for the team to discuss to merits of current operations and growth opportunities.

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Investment Analysis II:  Intermediate Investment Analysis

This course leverages the principles learned in Investment Analysis I to create a tool box that will accelerate your ability to analyze expansion and growth opportunities.

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Investment Analysis III: Advanced Investment Analysis

This course leverages the principles learned in Investment Analysis I and II to help you learn the “art of the deal”, growth through acquisition.

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Investment Analysis:  Introduction to Mergers and Acquisitions

This course uses the principles learned in the Investment Analysis I-III to begin your development on Mergers and Acquisitions.

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