CFO Series: Indispensable Skills WEBCAST - Partnered with the Idaho Society

Overview

Whether you are a seasoned executive or a young staff professional, you are involved with tasks that can make or break the organization. Raising financing is the single most important duty of leadership, especially for those in finance. We will show you how to raise capital efficiently, detailing a proven process. Strategy is vital, but most organizations do a poor job of implementing their strategy. A great strategy that was poorly implemented is pointless. Are we getting the most out of our talent? Do we really understand which clients are valuable and which are not? Are we retaining our top talent and getting the most from their contributions? There is a right way and a wrong way. These skills are invaluable and indispensable. Please join us to enhance your vital skills!

Highlights

Keys to success. Unintended consequences to avoid. Low cost is not necessarily a sound option. What are the non-quantifiable factors that can change the financing decision? Details on the time-intensive processes. Common blunders when raising financing. The perils of choosing the wrong alternative or wrong investor. Navigating compliance, risk, and benefits. Creating and sustaining a customer value pyramid. Evaluating the lifespan and relevance of your strategic plan. Building your strategy to include risk management. Building an adaptive, finance-focused strategic approach. What we should learn from the rise and fall of major companies. How to align financial metrics with strategy.

Prerequisites

At least six months of professional financial statement analysis experience and/or at least six months of professional experience in preparing or reviewing accounting processes and reports. Experience working with internal clients or external clients and business leaders.

Designed For

Corporate financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs and professionals who are interested in raising capital, improving profitability, cutting costs. Those seeking to enhance their ability to manage strategy and the direction of the organization.

Objectives

To understand many methods to potentially finance the organization. To grasp the advantages and disadvantages of various alternative financing methods. To understand the different processes to raise capital. Understanding current trends affecting engagement and employment. Identifying the challenges in valuing and reporting on human capital and reviewing potential solutions to build a great workforce. Recognize and understand different types of customers, including internal stakeholders. How to build brand value and retain our best, most valuable customers over the long term. Understand how and why most strategic plans fail. Understand and discuss multiple possible solutions to execute a sound strategy.