CFO.University

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7 Reasons to Have a Valuation Done on Your Business: Many business owners, CEOs and CFOs don’t engage in a formal business valuation exercise because they ‘think’ they know the value of their business. That can be a dangerous assumption. The following are examples of when business leaders typically engage in a valuation exercise.
Dave Bookbinder
Executive Director of Valuation Services at Haefele Flanagan

The State of Finance Transformation

As new business models evolve while whole industries develop and destruct in shorter and shorter time spans, the concept of finance transformation to help leaders chart the course of their future has sprung up.

CFO.University

Steve Rosvold
Founder and Chief Learning Officer at CFO.University

Do You Want to Be Your Own Boss? Here’s What You Need to Think About: How to follow your dream - Some critical thought and local resources can put you in the driver’s seat. Do you ever dream of being your own boss, owning your own business? If you have but aren’t sure how to go about it, read on. Many of us spend our careers working for employers, frequently wondering what it would it be like to determine our own financial destiny. In today’s world of corporate downsizing and companies shifting production and service roles overseas, finding a business that fits you may not only be a dream, it may be a necessity.
Steve Rosvold
Founder and Chief Learning Officer at CFO.University

Andrea Jones
Andrea Jones Consulting

“AJC aligns strategy to execution to help companies increase revenue. We utilize good process in accomplishing this goal, and inspire you to disrupt your industry! Clients range from start-ups to established firms to companies preparing for transition. Favorite word in the English language? “DONE.“

Three Phase 12-Week “SAE” Process: 1. Strategy - 4 Weeks: Data Analysis, Articulate Strategy, Define Execution Initiatives, Metrics, Owners 2. Align - 4 Weeks: Create Implementation Plans with Accountable Teams for Alignment 3. Execute- 4 Weeks: Begin Execution to plan with Teams, regular accountability, and guided transition to internal owners” (Optional: 3-6 Months of ongoing Project Management Support)

Tools Used: Operational, Financial, Organizational Health Data Review, Strategy Deployment Matrix, Prioritization Matrix, Implementation Plans, Standard Meeting Agendas, Meeting Minutes, Decision Logs, Action Trackers, Parking Lot Lists

Yiannis Papadopoulos
CFO

Fractional CFO | Founder of Quantro | Startup Mentor | Early Stage Investor.

Assisting start-ups and small businesses to set-up their own in house finance department.

Moved to London for a Masters Degree in Financial Management and continued helping start-ups through a VC backed company and then moved to a FTSE 250 real estate company.

Continued his entrepreneur spirit and commercial finance attitude as the CFO at Ladder. Recently founded Quantro to help business owners accelerate growth, improve profitability, and grow equity as a Fractional CFO.

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.

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.

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.

Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

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

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