CFO Series: Balance Sheet Management

Overview

8.0 Credits
IN-PERSON

Executive Education’s CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose an entire year’s worth of CPE with a single decision. The CFO Series consists of a year’s worth of CPE including 20, two-hour topics presented by 5 different speakers spread over five months. Arrange all 40 credits you need by signing up for just one series. Each day consists of a different expert, leading discussions about four different topics. The CFO Series features high-quality presentations and the interactive, executive level colleague-to-colleague approach CFOs have come to expect from Executive Education, Inc.

Each topic and each day stands on its own. If you are not sure about making a five-day commitment, sign up for just a single day. We think you will come back for more!

Objectives

 

Major Topics

The 4 Topics Discussed

Balance Sheet Management:  The Least Understood Risk
(2 Accounting Credits)
Most companies manage their income statement, but many organizations virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable problems.  This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early.  The session will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk.  Every organization needs these skills! 

Participants will learn:
1. To see your organizations balance sheet as other’s see it
2. How leverage affects debt capacity and risk

The Cost of Capital: Why You Should Use It
(2 Accounting Credits)

Every business needs capital, and capital has a cost.  Debt and equity providers demand a return and the combination is the organization’s cost of capital.  This session discusses how to calculate the cost of capital, how to use it to make superior business decisions and some common ways organizations misuse this number. 

Who should understand your organization’s Cost of Capital?  You should!  Even if you are not yet the CFO, you need to thoroughly understand the Cost of Capital and its use.  Knowing the Cost of Capital allows managers to literally “Get the biggest bang for the buck.”  If you want to enhance your corporate finance skills, this session is for you.

Participants will learn:
1. Why your organization’s capital costs matter
2. How to calculate your organization’s cost of capital

Debt versus Equity: Which Will Your Organization Need Next?
(2 Accounting Credits)

Your organization needs capital and there are numerous financing alternatives.  How do you choose whether to raise debt or equity?  What are the key considerations and the advantages of each?  

This session will provide real examples and detail the process to decide between debt and equity.  Why would one be a better choice today and the other be a better choice tomorrow?  If you want to enhance your corporate finance skills, this session is for you. 

Participants will learn:
1. The merits of various types of financing
2. How to tell what type of financing your organization should seek next

Build Your Personal Net Worth
(2 Finance Credits)

By the nature of our work and training, financial professionals are more sophisticated than the general population about their own personal finances.  However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth.  If you are dissatisfied with the speed that you are accumulating savings, this session will help put you on the right track.  Even if you are meeting your goals, this session will provide insights and ideas that will add to and reinforce what you may already be doing.

Participants will learn:
1. What millionaires do differently
2. Strategies for building your portfolio

Designed For

This series is for people who are, or aspire to be, chief financial officers.  The discussions will be most appropriate for people in medium-sized organizations.

Prerequisite

Management experience helpful

Advanced Preparation

Bring a calculator
Add to Cart

The CFO Series provides extensive case study analysis and many opportunities for group discussion.

NOTE: THIS IS A PAPERLESS CLASS. Electronic materials for this class will be available for download approximately 1 week before the class by logging into your account on our website.