CFO Series: Indispensable Skills

Overview

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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

Raising Capital: How to Execute the Leaders’ Most Crucial Responsibility
• Understanding the need for financing: how much, when, and purpose
• Keys to success: planning, timing, amount, and potential unintended consequences
• Evaluating pros and cons of debt, equity, and alternative financing options
• Considering non-quantifiable factors that influence financing decisions
• Details on time-intensive fundraising processes
• Common blunders when raising financing, including choosing the wrong alternative or investor

Accounting for People: Workforce Trends and Talent to Add Value
• Trends in the modern workforce: demographics, generational shifts, remote work, and engagement
• Understanding the true cost of talent: hiring, retention, and turnover
• Viewing people as assets versus liabilities
• Challenges in accounting for human capital
• Metrics that matter: KPIs for employee performance and value
• Integrating people costs into overall financial strategy
• Navigating compliance, risk, and benefits

Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
• Identifying who your customers are and how to segment them
• Understanding and recognizing your most valuable customers
• Applying solution-based planning to enhance customer value
• Recognizing internal customers and stakeholders served by finance
• Exploring profitability differences among customers with similar revenue
• Creating and sustaining a customer value pyramid

Activate and Execute Your Strategy: Turn Planning into Results
• Understanding the strategy-execution gap and why most plans fail
• Why financial planning should lead strategy
• Evaluating the lifespan and relevance of strategic plans
• Building strategies that incorporate risk management
• Creating adaptive, finance-focused strategic approaches
• Learning from the rise and fall of major companies
• Aligning financial metrics with strategy to drive results

Prerequisites

At least six (6) months of professional financial statement analysis experience and/or at least six (6) 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 and those seeking to enhance their ability to manage strategy and the direction of the organization.

Objectives

At the conclusion of this program, participants will be able to:

• Understand and apply methods to raise capital efficiently, evaluating debt, equity, and alternative financing options
• Plan and execute fundraising strategies with awareness of investor perspectives, timing, and potential pitfalls
• Recognize trends in workforce management and account for employees as assets that drive organizational value
• Evaluate talent costs, retention strategies, and human capital metrics to improve engagement and performance
• Identify, segment, and understand the most valuable customers, including internal stakeholders, to enhance profitability
• Apply solution-based planning to customer value, brand building, and long-term client retention
• Understand common causes of strategy execution failure and develop practical approaches to bridge the planning-performance gap
• Integrate financial planning and metrics to support strategic objectives and organizational performance
• Analyze organizational decisions and resource allocation to maximize efficiency, profitability, and long-term value
• Apply lessons learned through case studies to improve capital raising, workforce management, customer strategy, and execution

Preparation

None.

Notice

Attend in-person or online