Workshop 3 - Change Management

The Nature of Change

Vantage Point

Managing Change

Effective Leadership Influences Change

Workshop 1 - Financial Statements 101

Understanding the basics of the key financial statements

• Business Model Overview
  
• Role & Purpose of each statement
  
• Interrelationships of Cash Flow, Balance Sheet, and Income Statement
  
  

The importance of financial standards and integrity and the organizations that regulate them

• Transparency in financial reporting
  
• Trust and Ethics
  
• Accountabilities
  
• Skill Sets and Capabilities
  
• Regulations
  
• Best Practices
  

How financial integrity is maintained, monitored, and addressed

• Key Stakeholders
  
• Fiduciary Responsibility and Accountability
  
  

The weekly, monthly, quarterly, and annual financial reports (actual vs. forecast, variance analysis, rolling forecast, annual budget, business plan)

• Timely and accurate reporting
  
• The role of financial reporting and the information it provides
  
• The dynamics of the rolling forecast
  
  

Workshop 4 - Building Blocks for Success

Driving toward maximum performance in the face of change and uncertainty

• Building blocks for performance
  
• Role of the finance leader
  

Influencing Success

Building Blocks for Performance

• Talent Blocks
  
• Energy Blocks
  
• Mindset Blocks
  
• Leadership Blocks
  

Theories and principles merge with real-world business applications

Anytime Training Sessions

Pre-recorded anytime training sessions offer the convenience and flexibility to:

• View workshop content based on your busy work and life-style schedule
• Proceed through key concepts and techniques at your own pace
• Rewind certain segments for a deeper level review and understanding
• Engage in written communication and feedback from an instructor

Workshop 2 - Financial Planning & Analysis

Partnerships with operating managers to add-value, insight, and support for business objectives

• Finance manager vs. business manager
  
• Going beyond the numbers
  
• Translating financial data into useful information for operating, strategic, and investment decisions
  

How to evaluate financial management, analysis, and reporting

• Measuring effective and value-adding financial management performance and support
  
  

Examples of value-adding reports and analysis

• Supporting the operating objectives of the business through analysis and performance metrics
  

Adding these tools and reports to your financial process will enhance your position as a:

• Valuable business partner
  
• Recognized strategic thinker
  
• Overall effective business leader (beyond just the finance area)