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This course is instrumental in bringing finance and accounting managers to a higher level of strategic understanding of the business, as well as getting board members to more successfully interact with their peers (most notably the CFO!).

If you are in finance and accounting…. Would you like to become a finance business partner that brings value to the company? Someone that the executives of the company invite into strategic initiatives to support as well as challenge the business. Someone that sees the bigger picture. Someone that the CFO trusts to take care of things. The Finance Business Partner is expected to act as a co-pilot of the business; sitting beside them and pointing out opportunities, dangers or possible shortcuts. Providing valuable information at the right time, enabling the business to make the right decisions.

If you are a board member…. Would you like to maximize your impact in driving change in the organization? Someone that gets the deals approved that they bring to the executive table. Someone that receives the budget that is needed to pursue opportunities. Speaking the language of the CFO is crucial in order to get the buy-in for your vision! Translating strategic plans into actions that move the needle on the key financial metrics.

This course connects business strategy and financial performance. It provides tools for finance and accounting professionals, as well as board members, to branch out into adjacent fields, leverage their financial and business acumen to achieve business impact, while at the same time acting as the voice of reason and objectivity in strategic discussions.

“What the CFO wants you to know” is built around four key segments:

  • Value creation
  • Mergers and acquisitions
  • International business
  • Bringing financial rigor to strategy

Each segment covers a wide variety of topics, to ensure that you see all the pieces of the puzzle, and learn how to put it together. For example, in the mergers and acquisitions segment, we cover:

  • The reasons for doing a deal
  • The difference between a sale of assets versus a sale of equity
  • How to account for business combinations
  • Consolidated financial statements and non-controlling interest
  • Measuring deal success or failure
  • Goodwill impairment examples
  • Best practices for the due diligence
  • EPS accretion and dilution

The course includes many real life “big name company” examples to make each topic interesting and understandable, and ensure that during your next strategy meeting you can relate these concepts to what actually goes on right now in the outside business world.

Course Key Concept: Bench marking, Business partnering, Consolidation, Due diligence, Economic value added, EVA, IFRS, IPO, Initial Public Offering, Key performance indicators, Liquidity, Market capitalization, Mergers and acquisitions, ROIC, Solvency, Strategic thinking, Strategy, SWOT.

Learning Objectives

  • Explore key financial metrics that measure value creation.
  • Identify accounting, financial, and strategic variables in mergers and acquisitions.
  • Discover the similarities and differences between the US GAAP and IFRS accounting standards.
  • Recognize the main contributions finance can make in bringing rigor to the strategy process.
Last updated/reviewed: Aug 11, 2020

2 Reviews (9 ratings)Reviews

4
Anonymous Author
Pretty good range of topics discussed and easy to follow explanations. Style of the slides may be a little dated.
5
Member's Profile
I liked the content of this course. Found it relevant and useful.

Prerequisites

Course Complexity: Intermediate

No advance preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  1:26Introduction to What The CFO Wants You To Know!
Value Creation
  8:14Market Capitalization
  4:52ROIC vs ROE vs ROA vs ROI
  8:46Return on Invested Capital ROIC
  5:45Economic Value Added
  16:03What is an IPO?
Mergers and Acquisitions
  14:18Merger and Acquisitions
  5:40Accretion-Dilution
  6:34Due Diligence
  10:15Consolidated Financial Statements
  5:27Non Controlling Interest
International Business
  16:21US GAAP Vs IFRS
Bringing Financial Rigor to Strategy
  9:19SWOT Analysis Explained
  4:28Aligning Key Performance Indicators
  4:29Benchmarking
  4:46Research and Development expense benchmarking
  14:16Solvency and Liquidity
Conclusion
  1:44Conclusion
CONTINUOUS PLAY
  2:22:43What The CFO Wants You To Know!
SUPPORTING MATERIAL
  PDFSlides: What The CFO Wants You To Know!
  PDFWhat The CFO Wants You To Know! Glossary/ Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM