Financial Management Class for CEOs
What I will learn?
- Read your financial statement and make informed decisions
- Understand the numbers sit on your financial statements
- Learn how to use the numbers and make strategic moves
- Learn the concept of cascading goals and see some cool examples
- Learn how to set cascading metrics to build accountability
- Use cash forecasting to understand your cash position and look ahead
- Learn how to visualize the data and how to make data actionable
Course Curriculum
Week 1: Before We Start
-
What You Need to Know Before We Start
04:52 -
Common Mistakes Your Accounting Department Makes That Renders Your Data Unusable
05:45 -
Common Mistakes on P&L Why Cash Basis Accounting Doesn’t Work for Management
05:39 -
Common Mistakes on P&L: Inconsistent Above The Line Items
08:51 -
Common Mistakes on P&L – Miscategorized Below The Line Items
09:53 -
Common Mistakes on Cash Flow Statement
04:40 -
Common Mistakes on Your Balance Sheet
11:27 -
Bonus: Bad Data Is Worse than No Data
09:54 -
Quick Quiz
Week 2: Fundamental Business and Accounting
-
Overview: The Purpose of Each Financial Statement
04:13 -
Financial Demo: Profit & Loss Statement
04:01 -
Direct Labor – How to Measure Performance
07:06 -
Revenue Segmentation: How Do You Actually Make Money?
05:02 -
Profit Does Not Equal Cash, and You Need Both
02:47 -
Find Hidden Investment from Your Operating Expense
06:15 -
The Biggest Waste and Discretionary Piggy Bank in Your Operating Expense
07:40 -
Why You Should Separate Payroll & Payroll Tax
06:12 -
If Your Business is Already Profitable – What Should Be The Next Step
03:52 -
Financial Demo: The Balance Sheet
05:40 -
How Is Account Receivable Affecting Your Cash Flow?
03:45 -
How to Use Accounts Payables to Fund Your Business?
04:48 -
Our Favorite Liability Account from cash flow perspective
05:52 -
A Recap of 3 Financial Statements
06:43
Week 3: How to Set Goal x Crush It
-
Overview – What Do We Want to Accomplish
00:00 -
Set Goals 101: Activity Goals versus Result Goals
00:00 -
When Goal Setting Goes Bad
00:00 -
The Differences between Goals and Metrics
00:00 -
How to Use Driver Metrics to Identify Your Priorities
00:00 -
How to Distribute Your Goal to The Entire Organization
00:00 -
Bonus: Balancing Metrics to Avoid Contradictory
00:00 -
Demo: How Cascading Metrics Help Move Team Forward
00:00 -
Quick Quiz
Week 4: Cash Forecasting x Cash Management
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What Does Cash Forecasting Do?
00:00 -
More Cash ≠ More Profits
00:00 -
How to Improve Cash Flow by 5 Levers
00:00 -
How to Leverage Time to Improve Cash Flow
00:00 -
Demo: How to Use Power of One Template to Improve Profitability
00:00 -
How to Use Cash Forecasting and Tie Back to Your Strategic Plans
00:00 -
Demo: How to Use Cash Forecasting and Tie Back to Your Strategic Plans
00:00 -
Who Needs to Be Involved in Maintaining Your Cash Forecasting Model
00:00 -
Demo: How Collect AR Can Help Improve Your Cash Forecasting
00:00
Week 5: Introduction to Key Metrics x Actionable Data
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What is Vital Numbers x Cascading Metrics?
01:25 -
Decipher The Terminologies We Use for Goal Setting
04:34 -
How Often Should You Review The Numbers
03:43 -
How Do I Get The Numbers Needed?
02:29 -
Example: How to Build an Automatic Cascading System
04:13 -
Dashboard: Cascading System Example
03:54 -
Static Numbers versus Trend
02:31 -
Part I – How to Implement a Cascading System to Your Business
02:14 -
Part II – How to Implement a Cascading System to Your Business II.
02:14 -
Pro tip: The Mentality You Need to Implement The Cascading System
02:14 -
Should I Track Everything or What Should I Track?
05:01 -
The Art of Data Presentation: Do I Need a Cool Dashboard?
02:22
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$1,250.00
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About Course
A 5-week financial management class with CEOs who need better insight and make instant changes to your business. This online class is tailored to business owners/entrepreneurial CEOs/entrepreneurs who don’t have a financial background (and don’t need one). Topics are covered from fundamental business to how to set key metrics for your business.
Target Audience
- CEOs who don't have a financial background
- Entrepreneurs need to run businesses via numbers
- CEOs who are struggling to make profits from sales
Material Includes
- 50+ Short Videos Clips
- Structured lesson outline
- 2 Quizzes
- 5+ Lesson Materials & Demos
- 5+ real-life examples
Tags
Intermediate
$1,250.00