The first rule to success is learning how to understand expectations from those we serve. Often times, there is a wide gap between our perception of the role we play in finance and the expectation from the corner office.
Participants learn how to define their personal brand within their organization and understand the differences between the profile of a CFO and that of the CEO. More importantly, participants gain insight on how to become more effective in their role as a confidant and a valuable asset to the CEO. The course provides actionable and repeatable processes and real-world examples, including best practices and mistakes to avoid.
The completion of this course will close the gap in what the CEO expects from the finance organization and will strengthen the working relationship between CEO and CFO, thus making the CFO position an even more valuable asset to the organization.
Review Questions: The CFO's Role from the CEO's Chair
Final Exam: The CFO's Role from the CEO's Chair
Illumeo, incorporated in 2009, is revolutionizing the hide-bound world of corporate learning. Illumeo works with corporate professionals and organizations of all sizes to build the skills and capabilities that help everyone be an expert at their job.
Based in Silicon Valley, CA, Illumeo serves thousands of corporations and corporate professionals across Finance, Accounting, Human Resources, Sales and Marketing. The platform offers assessments, industry-benchmarked competency analyses, hundreds of expert-developed courses, collaborative tools, and the ability for companies to self-publish internal courses that promote institutional knowledge retention and dissemination.
Illumeo is the place for expertise management and we are dedicated to the proposition that everyone can be an expert at their job.
Born and raised overseas, Mac immigrated to the United States at the age of 13, speaking three languages. He graduated with honors from Long Island University’s School of Professional Accountancy and spent 12 years of his career with the New York and Dallas offices of Price Waterhouse, first in audit and then management consulting.
Mac has served as the Chief Financial Officer of two publicly traded companies, transitioning his career to positions of greater responsibility in General Management, Operations, and Sales and Marketing, globally on five continents. Most recently, he served in Senior Finance and Operations executive roles at the home services division of The Home Depot. He started MThree Advisory Services in December 2009, now serving clients in five states.
Mac has served on various for-profit and non-profit boards, as a Director and Chairman, including Treasurer and Chairman of the Finance Committee at the Center for the Visually Impaired.
He is a member of the American Institute of Certified Public Accountants, and the National Speakers Association, and an avid speaker on Finance and Leadership matters.
Managing Director : MThree Advisory Services, LLC - [2009-12 to Current]
Own and operate an Advisory Practice focused on growing revenues profitably, through three revenue channels--Management Advisory, Investment Banking and Training and Development.
Director of Field Operations : The Home Depot, Home Services - [2004-01 to 2008-11]
General Manager with full P&L responsibility, reporting to the Business Unit President. Led seven direct reports for the sale and installation of roofing, siding, windows and ancillary products, accounting for $300 million in sales and $56 million in profits.
Executive Vice President – Pacific Rim : PRG-Schultz, International - [1996-01 to 2004-11]
General Manager with full P&L responsibility, reporting to the President & COO. Led turn around of troubled markets in a region that had significant future growth potential, in Asia, the Pacific, Japan and South Africa. • Implemented leading technology solutions that improved operational effectiveness by reducing cycle times between 25% and 50%, which resulted in improved DSO and reduced payrolls. • Enhanced EBITDA by $2.4 million, reversing from losses in prior years, by increasing revenues and reducing operating costs. • Increased revenues by $1.6 million through existing as well as new revenue channels in Asia, the Pacific and South Africa. • Launched business operations in Japan, a new international market, followed by business development activities with local sales professional, resulting in two new clients, Toys R Us and Seiyu/Wal-Mart.
Bachelor of Science, Accounting and Finance : Long Island University-C W Post Campus - [1972 to 1976]