Chief Financial Officer Leadership Program

3,017 students enrolled

Chief Financial Officer Leadership Program

An ever expanding program of courses helping financial professionals aspire to the top levels of financial leadership

3,017 students enrolled

Created by Blair Cook CPA, CA MBA Jen Nicholson CPA, CA

Last updated 1/2020

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Chief Financial Officer Leadership Program

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10.5 hours on-demand video
2 articles
16 downloadable resources
Full lifetime access
Access on mobile and TV

Certificate of Completion

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What you'll learn

In this course, you will learn how to analyze financial statements like a professional analyst to gain deeper insight into the finacial results, profitability, financial strength, and cash return generation potential.
In this course, you will be able to facilitatte development of an Enterprise Risk Management system using the principles of the COSO ERM framework.
In this course, you will learn about financing strategy including the different varieties of financing, how each work, and when to seek each source of financing.
In this course, you will learn about fraud risk including how it happens, why it happens, and how to best prevent it from happening in your organization.
In this course, you will learn about corporate strategy development. You will learn how to make a valuable contribution as the business developes, analyzes, implements, and evaluates corporate strategy.
In this course, you will learn about change management including the challenges of change, change from the perpective of the employee, approaches to successfully implementing a change initiative, and adapting your organization for continuous change.

Requirements

General business acumen
A passion for finance
A sense of humor

Description

This Leadership course is actually being developed to become a program. Contained within the Financial Officer Leadership Training program is a collection of courses that are designed to develop professional finance and leadership competencies for those aspiring to take on senior or executive roles in an organization.

The four competency areas covered in this leadership course address the role a senior financial professional play as each a Steward, Operator, Strategist, and Catalyst.

Take this Leadership Course: Financial Officer Leadership Training Program and become one of the top leaders on your industry.

Who this course is for:

Financial professional seeking senior or executive professional development

+ – Financial Analysis: Uncovering the Story Hidden within Financial Statements

8 lectures 01:14:49

Why Financial Statements Exist

Preview 04:20

Where to Look For Financial Information

Preview 07:12

How to Analyze the Income Statement

19:27

How to Analyze Operational Efficiency and Effectiveness

07:02

How to Analyze a Balance Sheet

13:31

How to Analyze Cash Flow

08:41

How to Analyze a Company Quickly Using the Internet

14:36

Contains a description of all the financial ratios and measures including how to calculate and interpret.

Financial Analysis Glossary and Reference Guide

6 pages

+ – Financing Strategies

13 lectures 01:57:57

Objectives of Capital

10:24

Financing Lifecycle

10:35

Managing Supplier Credit

04:37

Variations of Debt Financing

19:22

Negotiate Your Credit Facility

12:26

Mezzanine Financing- What is it- Debt or Equity?

05:43

Venture Capital Financing

06:54

Private Equity Financing

07:22

Going Public to Raise Financing

16:03

Case Study: Financing a Leveraged Buyout

09:31

WACC and Capital Structure: What You Need to Know

15:00

Finance Strategies Course Script

111 pages

Financing Glossary

7 pages

+ – Change Management! The Role of the Catalyst

7 lectures 58:41

Why You Need to Know About Change Management Principles

09:55

Challenges of Change

15:29

The link for the supplemental video referred to in this lesson is as follows:

http://youtu.be/hcz1aZ60k7w

Change from the Employee's Perspective

07:13

Developing an Approach for your Next Change Initiative

16:03

Adapting the Organization to Handle Continuous Change

10:01

Change Management Course Script

90 pages

We should all be striving for continuous improvement in running our finance function and more broadly speaking across the organization. In this lesson, I look at a few ideas for how you should think about your next business process improvement.

Business Process Improvement

9 pages

+ – Safeguarding the Assets of Your Organization From Fraud

8 lectures 43:17

Where is the Organization Vulnerable

09:59

Understand the Psychological Profile of a Fraudster

02:09

Best Practices to Safeguard the Organizations Assets

04:59

Let's check in on the cases under investigation from around the world to get better understanding of how big our fraud problem really is.

Quantifying fraud

06:07

You know the techniques already by now, but do you want to know which ones work and which ones don't? Let me tell you what fraud controls you should be emphasizing and which are less important.

Fraud Prevention and Detection

06:40

This lesson puts a face to fraud. Is it that weird guy at the water cooler all the time? Or is it Bob, the flamboyant sales guy? In this lesson, I’ll give you the profile of today’s fraudster.

Who is Committing Fraud Today

07:30

So you've been victimized by one of your trusted employees. Ugh. Sorry about that. But what should you do next? Call the police? Let's see what others are doing that find themselves in the same unfortunate situation.

Prosecuting Fraud

02:22

Let's put a bow on this whole discussion by asking the experts what are the key things you should be thinking about as you develop an anti-fraud program.

Fraud Advice

03:31

+ – Developing Corporate Strategy: The CFO Strategist

14 lectures 02:11:44

Strategic Management Framework

21:36

Setting MIssion, Vision, and Values

12:23

Strategy Documentation Worksheet

00:02

Assess the Current Situation with External Analysis

18:31

Assess the Current Situation with Internal Analysis

09:24

Corporate Strategy Development

16:31

Business Strategy Development

07:27

Functional Strategy Development

16:32

Analyzing Strategic Alternatives

09:02

Approaches to Implementing Strategy

09:51

Evaluating and Controlling Strategy Execution

10:22

Strategy Facilitation Development Tool Kit

00:03

Strategic Management Course Script

124 pages

Strategic Management Glossary

4 pages

+ – Enterprise Risk Management using the COSO Model

10 lectures 27:02

Objectives of the COSO ERM Framework

04:30

Risk Management Starts With a Strong Internal Environment

05:25

Risk Management Objectives Align with Business Objectives

02:11

Identifying Risk Events

03:07

Performing a Risk Assessment

02:03

Developing a Risk Response

03:16

Implementing Risk Control Activities

02:35

Developing and Communicating Risk Information

00:45

Monitoring Enterprise Risk

03:10

I've had a number of people ask for a more in depth discussion of risk management. A very popular topic. So I went back and did some research on what various so called experts were telling their clients. I have added this content to materials in this lecture. I like how the dimensions of interconnectivity and risk clockspeed have been added to the assessment of risk.

Beyond the COSO ERM Framework

30 pages

+ – CFO as the Credible Financial Leader

5 lectures 49:10

Let's get an overview of what we will cover in this module.

Course introduction

02:11

Let's talk about why developing credibility is so important to facilitating the growth agenda.

Credibility and Growth

11:49

In this lesson, we talk about how you determine your own level of credibility.

Assessing Your Own Credibility

08:35

In this lesson, we talk about ways to establish people credibility.

People Credibility

14:18

In this lesson, we talk about ways to establish technology and process credibility.

Technology and Process Credibility

12:17

+ – The Fast Close

5 lectures 44:40

Bottlenecks in the close process

04:57

Approaches for achieving the fast close

17:58

Making the fast close happen

18:03

Conclusions for achieving the fast close

03:42

The CFO plays an important and integral role in helping the Board of Directors fulfill their fiduciary responsibilities. In this lesson, we learn more about governance.

Good Governance

10 pages

+ – Your First 100 Days as CFO

7 lectures 01:12:14

Just been appointed CFO or are you looking for that title in your career? Here is a preview of what you need to know to hit the ground running.

Module introduction

05:09

Learn what competencies (skills and knowledge) the modern CFO embodies.

What the Competencies of the Modern CFO

13:13

It's important to know where you are starting from and where you are going. A maturity model helps you make this assessment.

Assessing the maturity level of the finance function

11:30

To be successful in the role of CFO, you need to build a team around you. Here are a few team building ideas to get you started.

Team building

13:17

Documenting and communicating the plan for how the finance function aligns with the rest of the organization is an important outcome during your first 100 days.

Preparing a Strategic Plan for Finance

09:44

Structuring the finance function to achieve and cover the mandate of finance takes some careful staff planning and recruitment.

Structuring the finance function

06:56

In all likelihood, you will want to change a few things after your first 100 days. Here is a reminder of a few of the important change management principles to keep in mind.

Preparing for Change Management

12:25