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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: May 9, 2022

53 Reviews (267 ratings)Reviews

5
Member's Profile
Excellent class covering whats really important financially to a company's basic financial health. It explains the relationships of the various ratios and what and how these are determined and how to improve them.
5
Anonymous Author
Good course that covers quite a few useful topics.
5
Anonymous Author
This was a very good refresher on important concepts to remember as a Finance employee in a corporation. I especially appreciated the application to various real-life companies with screenshots from their Financial Statements. More than other courses, it just seemed like the application to the real world was very well done in this course.
5
Member's Profile
A stellar presentation. Phillip de Vroe delivers an entertaining, clear and simplistic approach to make financial concepts very informative. His discussion on "what is an IPO" is second to none and rather humorous. A great refresher course or perfect for someone new to the concepts - just a well done course.
5
Anonymous Author
The lecture illustrates the concepts by using a lot of real life examples to provide a deeper insight that helps understand those concepts in a broader perspective. In addition, the lecture is very organized and easy to follow. Thank you so much for offering such a wonderful lecture!
5
Anonymous Author
I enjoyed the IPO section, in particular the slide "The long road to the IPO", which gave a difinition for all the rounds, from initial friends and family round to subsequent rounds. The 10 valuable due diligence tips were also helpful.
5
Member's Profile
Honestly this was a great course. I am currently taking the CFA exam, and this material was highly relevant and informative. Would highly recommend this course as an introductory course for those interested in becoming a CFO one day.
4
Member's Profile
As a CFO, this course helped me focus on some valuable tools like SWOT analysis and key performance indicators. It was a good review. I also enjoyed the refresher course on IPO's and other methods for raising capital
5
Anonymous Author
This course was very thorough and hit all the most important concepts needed to evaluate the health of a business and transactions that a business may want to undertake to improve its prospects. Great presentation!
5
Anonymous Author
There is a lot of information in this course! As a CFO of a non-profit, there are a lot of measures here that I don't use, but I can see the value for a for-profit CFO (or aspiring for-profit CFO).
5
Anonymous Author
This was a great course on what types of metrics that CFO's look at when evaluating a company. It spoke to the path to an IPO and various topics related to financial ratios which was interesting.
4
Anonymous Author
The instructor was a great presenter and did a great job of making it all interesting. There's a lot of information and the main topics are a bit disjointed but pretty moot at end of day.
4
Anonymous Author
This course was a great foundation in some basic areas and provided very interesting depth on SWOT and IPO dynamics. I found the course informative and helpful.
4
Anonymous Author
The course was very good. The speaker was very good. He provided a lot of inputs and valuable insights. The material was well organized and well structured.
5
Anonymous Author
Really solid overview of what a CFO should be focused on and thinking about as they work on the strategy to help drive and create value for the business.
5
Anonymous Author
I liked this course, although less relevant to someone working for a non-public company. Even still, these are highly important concepts to a CPA
5
Member's Profile
Great course that really helps you understand the ins and outs of a business from different party's perspectives. I enjoyed it and learned a ton.
5
Member's Profile
I really enjoyed this course, especially the section on the differences between US GAAP and IFRS; that was a very helpful high-level overview!
3
Member's Profile
The course seemed more like a combination of topics from other courses than a cohesive training. Also, I was expecting more examples/stories.
5
Anonymous Author
As always, the financial storyteller makes these topics interesting and has a great approach to making these on demand classes entertaining.
4
Anonymous Author
This was like a 3-hr cliff notes course for a Finance MBA. It touched on a lot of topics and serves as a good review for a CPE session.
5
Anonymous Author
There is a lot of good information in this presentation. We just went through a merger and I really liked the section on due diligence.
5
Anonymous Author
This course was challenging in all the right ways to drive growth on key financial metrics. I will watch a second time when time allows.
5
Member's Profile
There should be a handout which can be referred to with more information that assists with the exam. This took longer than 3 hours.
3
Anonymous Author
Great course study in terms of 'need to know' financial concepts. Presentation a bit too lengthy but still effective and useful
5
Anonymous Author
What I like the most, the course provide a nice overview of each topic and provide a general understanding of the topic.
5
Member's Profile
Good summary of how to analyze a company and all of the things a CFO has to deal with besides the basic accounting rule.
5
Member's Profile
On the test I had to suffer a little, but in general everything is ok. Intersting material. In general, you need to think
4
Anonymous Author
Pretty good range of topics discussed and easy to follow explanations. Style of the slides may be a little dated.
4
Anonymous Author
This covers alot of topics. It's very high level but generally a good brush up. I think it could dive deeper.
5
Member's Profile
Clear, well paced and enjoyable. It was a good review of key financial concepts with great story telling.
5
Member's Profile
Long course, but lots of valuable information. Complex concepts are very well explained and illustrated.
3
Member's Profile
I like to read the slides and study at my own pace. Tough to do with this deck. material is good.
5
Anonymous Author
The course was easy to follow. It covered a great deal of material, but summarized it well.
4
Member's Profile
Interesting course, well designed. It was a good review of some basic accounting topics.
4
Anonymous Author
While I found much of the material useful, it seemed to be an odd assortment of topics.
5
Member's Profile
very short and to the point yet impactful. I definitely learned and enjoyed this course.
4
Anonymous Author
Terrific course that provides a good overview as to what the CFO wants you to know.
5
Anonymous Author
Great overview of a more inside look at KPI's and other business decision drivers.
5
Member's Profile
I really enjoyed learning about what CFO's look for and want us to know the most.
4
Member's Profile
Difficult subject needs more explanation and examples for students to understand.
5
Anonymous Author
Great course. A lot covered but good overview of a lot of subjects. Thanks
5
Anonymous Author
informative but fast,..... . ......stop making me fill this box out
4
Member's Profile
a LOT OF INFORMATION IN A THREE HOUR COURSE, BUT GOOD OVERVIEW OF TOPICS.
5
Anonymous Author
Very easy to understand. Excellent information. Thank you so much Philip
4
Anonymous Author
Great course, but slides could use some cleaning up some are not clear.
3
Anonymous Author
to long, could be more sintetic; it seems to be boring at some time.
5
Anonymous Author
Very detailed review on many topics - good presentation, very long.
3
Member's Profile
Well presented, easy to follow, not dull. Informative and relevant.
5
Member's Profile
I liked the content of this course. Found it relevant and useful.
4
Anonymous Author
Thank you! There is a lot of info but it is well organized.
5
Anonymous Author
This one is tough and complex, but worth it. pay attention,
5
Member's Profile
Good. This should be a course that we all have to take.

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