Chief Financial Optimizer Training
Creating Client value
(using financial statements)
Team engagement
Delivering a different perspective on how to create client value. Providing work variety that is interesting and challeging
New learning
Learn the initial way of business diagnostics using the lense of the financial statements
Annuity revenue
Witness how repeatable the process really is irrespective of the type of business your client is in.
Getting started
Course 1
Conducted online
Cost $800
Duration 3 Hours + 1/2 hour break
INTRODUCTION TO CREATING CLIENT VALUE
15 Minutes
GETTING THE BORING STUFF DONE
40 Minutes
- Key ingredients – what data you need
- Data entry – we will do an example together
- Reconciling closing equity
INTRODUCTION TO THE BHT (Business Health Test)
40 Minutes
Key objectives
- Creating opportunity to make more profit and cash that improves enterprise value
- Managing risk
Preparing for the presentation
- Identifying the hot issues
- Defining the conclusion
DELIVERING THE PRESENTATION
60 Minutes
Setting the expectation
- The One Page Score Card
- Projecting the remainder of the year
- Establishing the Expected Year End (EYE)
- Delivering the key conclusions
ESTABLISHING THE NEXT ENGAGEMENT
10 Minutes
DELIVERING THE FOLLOW UP REPORT
20 Minutes
CONTACT
Andre Gien
(925) 323 2802
