- The Temperature of Finance 2020
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- Assessing the Finance journey to become an Analytics Business Partner.
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Take Assessment Watch Video- CFO Talk: Data-Driven Decisions: Unlocking the Power of Analytics in FP&A Part 1 of 2
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- If you thought the wildest thing to happen to a finance department was a spreadsheet with color-coded tabs, think again. On the latest episode of CFO Talk: Data-Driven Decisions: Unlocking the Power of Analytics in FP&A” host Steve Rosvold and guests Brian Lapidus (Director of FP&A Practice at AFP) and Prashanth Southekal (Founder, DBP Institute) embark on a lively expedition into the jungle of digital transformation in finance.
- The Perfect Pair – Bankers and Cash
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- A good banker has your best interests at heart and can be a key advisor to your business. Not only do commercial lenders provide lines of credit and short term cash flow, but they can also offer import/export cash management and protection assistance, cash for expansion and growth, and advice and counsel about a number of issues related to your business. Of course bankers can’t tell you how to run your business and they walk a fine line to keep the regulators happy, but most mid-market bankers I know are excited to help their clients in any way they can.
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
