Chief Financial Officer Leadership Program from Udemy

What's inside

Learning objectives

Analyze financial statements to gain deeper insight into the financial results, profitability, financial strength, and cash return generation potential.
In this course, you will be able to facilitatte development of an enterprise risk management system using the principles of the coso erm framework.
Learn about financing strategy including the different varieties of financing, how each work, and when to seek each source of financing.

In this course, you will learn about fraud risk including how it happens, why it happens, and how to best prevent it from happening in your organization.
Learn how to make a valuable contribution as the business developes, analyzes, implements, and evaluates corporate strategy.
Learn about change management

Analyze financial statements to gain deeper insight into the financial results, profitability, financial strength, and cash return generation potential.
In this course, you will be able to facilitatte development of an enterprise risk management system using the principles of the coso erm framework.
Learn about financing strategy including the different varieties of financing, how each work, and when to seek each source of financing.
In this course, you will learn about fraud risk including how it happens, why it happens, and how to best prevent it from happening in your organization.
Learn how to make a valuable contribution as the business developes, analyzes, implements, and evaluates corporate strategy.
Learn about change management

Syllabus

This is an incredibly important series of lessons on uncovering the story hidden in a set of financial statements.

Why Financial Statements Exist

Where to Look For Financial Information

How to Analyze the Income Statement

How to Analyze Operational Efficiency and Effectiveness

How to Analyze a Balance Sheet

How to Analyze Cash Flow

How to Analyze a Company Quickly Using the Internet

Contains a description of all the financial ratios and measures including how to calculate and interpret.

In this series of lessons, we are going to learn how to set the financing strategy for our organization.

Objectives of Capital

Financing Lifecycle

Managing Supplier Credit

Variations of Debt Financing

Negotiate Your Credit Facility

Mezzanine Financing- What is it- Debt or Equity?

Venture Capital Financing

Private Equity Financing

Going Public to Raise Financing

Case Study: Financing a Leveraged Buyout

WACC and Capital Structure: What You Need to Know

Finance Strategies Course Script

Financing Glossary

In this series of lessons, we are going to talk about how you manage transition during your next major strategic initiative.

Why You Need to Know About Change Management Principles

Challenges of Change

The link for the supplemental video referred to in this lesson is as follows:

http://youtu.be/hcz1aZ60k7w

Developing an Approach for your Next Change Initiative

Adapting the Organization to Handle Continuous Change

Change Management Course Script

We should all be striving for continuous improvement in running our finance function and more broadly speaking across the organization. In this lesson, I look at a few ideas for how you should think about your next business process improvement.

Don't let you employees steal from your organization. 5% of your revenues are walking out the door!

Where is the Organization Vulnerable

Understand the Psychological Profile of a Fraudster

Best Practices to Safeguard the Organizations Assets

Let's check in on the cases under investigation from around the world to get better understanding of how big our fraud problem really is.

You know the techniques already by now, but do you want to know which ones work and which ones don't? Let me tell you what fraud controls you should be emphasizing and which are less important.

This lesson puts a face to fraud. Is it that weird guy at the water cooler all the time? Or is it Bob, the flamboyant sales guy? In this lesson, I’ll give you the profile of today’s fraudster.

So you've been victimized by one of your trusted employees. Ugh. Sorry about that. But what should you do next? Call the police? Let's see what others are doing that find themselves in the same unfortunate situation.

Let's put a bow on this whole discussion by asking the experts what are the key things you should be thinking about as you develop an anti-fraud program.

The modern CFO knows a thing or two about strategic management. Are ready to lead the strategic discussion at your company?

Strategic Management Framework

Setting MIssion, Vision, and Values

Strategy Documentation Worksheet

Assess the Current Situation with External Analysis

Assess the Current Situation with Internal Analysis

Corporate Strategy Development

Business Strategy Development

Functional Strategy Development

Analyzing Strategic Alternatives

Approaches to Implementing Strategy

Evaluating and Controlling Strategy Execution

Strategy Facilitation Development Tool Kit

Strategic Management Course Script

Strategic Management Glossary

Risk management is a mindset that complements strategic management. Make sure the objectives of your organization get met.

Objectives of the COSO ERM Framework

Risk Management Starts With a Strong Internal Environment

Risk Management Objectives Align with Business Objectives

Identifying Risk Events

Performing a Risk Assessment

Developing a Risk Response

Implementing Risk Control Activities

Developing and Communicating Risk Information

Monitoring Enterprise Risk

In these lessons we are going to learn how the CFO can increase their credibility and influence.

Let's get an overview of what we will cover in this module.

Let's talk about why developing credibility is so important to facilitating the growth agenda.

In this lesson, we talk about how you determine your own level of credibility.

In this lesson, we talk about ways to establish people credibility.

In this lesson, we talk about ways to establish technology and process credibility.

Ideas for Speeding Up the Financial Close

Bottlenecks in the close process

Approaches for achieving the fast close

Making the fast close happen

Conclusions for achieving the fast close

Your First 100 Days as CFO

Just been appointed CFO or are you looking for that title in your career? Here is a preview of what you need to know to hit the ground running.

Learn what competencies (skills and knowledge) the modern CFO embodies.

It's important to know where you are starting from and where you are going. A maturity model helps you make this assessment.

To be successful in the role of CFO, you need to build a team around you. Here are a few team building ideas to get you started.

Documenting and communicating the plan for how the finance function aligns with the rest of the organization is an important outcome during your first 100 days.

Structuring the finance function to achieve and cover the mandate of finance takes some careful staff planning and recruitment.

In all likelihood, you will want to change a few things after your first 100 days. Here is a reminder of a few of the important change management principles to keep in mind.

Learn about how changes in the modern world are changing the finance function of tomorrow.

Introduction

Living Outside Our Comfort Zone

Stages of Transformative Thinking

Playing a Larger Role

Redefining the Role of the Office

A Focus on Employee Well-being

Rethinking the Role of the Meeting

Talent Management For the Future

Disaster Recovery and Value Creation

Relationship (Re)Building

Sustainability and the Role of Finance

Data!

Branding Finance of the Future

Course Wrap Up

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Explores various aspects of financial management, providing a comprehensive understanding of the field

Brings real-world insights from the instructors' experience as CFOs and corporate directors

Develops critical thinking and problem-solving skills through case studies and real-world examples

Enhances understanding of financial analysis, risk management, and strategic planning

Provides a strong foundation for financial professionals seeking to advance their careers

Requires participants to have a solid understanding of finance concepts and principles

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Chief Financial Officer Leadership Program with these activities:

Review accounting principles

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Sharpen your understanding of basic accounting concepts to strengthen your foundation for the course.

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Review your notes or textbooks on accounting principles.
Take practice quizzes or solve problems related to accounting principles.
Consider joining online forums or discussion groups to engage with other learners and experts in the field.

Read: Corporate Finance: Theory and Practice

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This book will provide you with a comprehensive overview of corporate finance concepts and practices, reinforcing your understanding of the course material.

View Corporate Finance: The Core, Global Edition on Amazon

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Read the assigned chapters thoroughly
Take notes and highlight key points
Complete the exercises and case studies at the end of each chapter

Complete Online Tutorials on Corporate Finance

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Following guided tutorials will provide you with a structured and interactive way to learn about corporate finance concepts at your own pace.

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Identify relevant online tutorials
Set aside dedicated time for completing the tutorials
Take notes and ask questions as needed
Apply what you've learned in the tutorials to your coursework

11 other activities

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Financial Statement Analysis Practice

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Enhance your ability to analyze financial statements by engaging in regular practice exercises.

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Gather a set of financial statements from a reputable company. Note: Use publicly traded companies for best results.
Use the financial statements to calculate key financial ratios and metrics.
Interpret the results of your analysis and identify any areas of strength or weakness. Note: You may consider researching industry benchmarks for comparison.

Walkthrough: Fast Close Implementation

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Learn how other organizations implement the fast close process, especially within the finance function, to gain insights you can use to develop your own strategy.

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Search online videos on how companies implement fast close processes.
Identify 2-3 companies in your industry who have successfully implemented fast close processes.
Contact these companies to request information about their fast close implementation process and results. Be sure to highlight how the insights gained can be applied to your organization
Document your findings and share your knowledge with your team.

Develop a Presentation on Strategic Management

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Creating a presentation will reinforce your understanding of strategic management concepts and allow you to synthesize the information in a meaningful way.

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Research and gather information on strategic management concepts
Develop an outline for your presentation
Create visual aids to support your presentation
Practice delivering your presentation

Solve Practice Problems on Financial Statement Analysis

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Regular practice with solving problems will enhance your ability to analyze financial statements and make informed decisions based on financial data.

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Find practice problems online or in textbooks
Set aside dedicated time for practicing
Review your solutions and identify areas for improvement
Apply your skills to real-world financial statements

Join a Study Group for Financial Risk Management

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Participating in a study group will provide you with opportunities to discuss complex financial risk concepts with your peers and deepen your understanding.

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Find a study group or create your own
Set regular meeting times
Prepare discussion topics and materials
Facilitate discussions and share insights

Strategic Plan Outline

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Develop a comprehensive outline for a strategic plan, incorporating the key elements covered in the course.

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Identify the purpose and scope of the strategic plan.
Conduct an internal and external analysis to gather relevant information.
Define the organization's mission, vision, and values.
Develop strategic objectives and goals aligned with the organization's priorities.
Identify potential risks and opportunities that may impact the plan's implementation.

Develop a Financial Model for a Business Case

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Building a financial model will allow you to apply your knowledge of financial analysis and forecasting to a real-world business scenario.

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Gather data on the business case
Develop assumptions and projections
Create a financial model using a spreadsheet or modeling software
Analyze the results of your model
Present your findings and recommendations

Create a Presentation on the Role of the CFO in Strategic Decision-Making

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Developing a presentation will help you understand the crucial role of the CFO in shaping and implementing strategic initiatives within an organization.

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Research the role of the CFO in strategic decision-making
Gather case studies or examples to support your points
Develop an outline and visual aids for your presentation
Practice delivering your presentation

Financial Leadership Workshop

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Attend a workshop led by experienced financial leaders to gain practical insights and best practices.

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Research and identify reputable financial leadership workshops in your area.
Register for a workshop that aligns with your interests and career goals.
Actively participate in the workshop, engage with the講師, and network with other attendees.
Follow up with the講師 and attendees after the workshop to continue the learning process.

Develop a Financial Plan for a Startup Company

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Working on a real-world project will give you hands-on experience in applying your knowledge of financial management to a practical business scenario.

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Identify a business concept and develop a value proposition
Conduct market research and industry analysis
Create financial projections and assumptions
Identify potential investors and develop a fundraising strategy
Refine your financial plan based on feedback and due diligence

Finance Transformation Project

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Lead a project to improve a specific area of your organization's finance function, applying the concepts learned in the course.

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Identify an area within the finance function that needs improvement.
Develop a project plan that outlines the scope, objectives, and timeline.
Gather a team of stakeholders and experts to support the project.
Implement the project plan and track progress regularly.
Evaluate the outcomes of the project and identify areas for further improvement.

Career center

Learners who complete Chief Financial Officer Leadership Program will develop knowledge and skills that may be useful to these careers:

Chief Financial Officer

You are likely most interested in this course because you are looking to get into or advance as a Financial professional. This course was designed exactly for you. It will help you build a foundation in financial analysis, financial risk management, financial strategy, and how to make valuable contributions as a business develops, analyzes, implements, and evaluates corporate strategy, which is exactly what a Chief Financial Officer may be responsible for.

See salaries and explore the career path for Chief Financial Officer

Financial Analyst

The course description says that you are already a financial professional. If you are looking to advance your career beyond that, then this course can help you do it. Financial Analysts can often find themselves participating in corporate strategy. This course can help you prepare for that.

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Investment Banker

Taking this course will help you build a foundation in financial analysis and financial strategy. Investment Bankers utilize both skillsets often.

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Risk Analyst

This course will provide you with a foundation in financial risk management. This can help you to become a Risk Analyst. It teaches you how to analyze financial statements and identify and mitigate enterprise risks.

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Corporate Controller

Corporate Controllers must understand financial analysis and interpretation. You will learn to do this in this course.

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Auditor

This course helps you analyze financial statements. Auditors also perform this task.

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Investment Manager

This course includes lessons on setting financing strategy and choosing where to seek financing. These skills will help you excel as an Investment Manager.

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Financial Manager

Financial Managers often are responsible for financial strategy and financial analysis. You will learn both skillsets in this course.

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Portfolio Manager

This course can be useful to you if you want to build a foundation in financial analysis and strategy. Portfolio Managers make use of both skillsets.

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Sales Manager

As a Sales Manager, you can benefit from this course's coverage of financial analysis, financial strategy, and managing change.

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Project Manager

This course may be useful to you if you wish to learn about developing and implementing strategy. Project Managers may use these skills.

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Management Consultant

This course may be useful to you if you are interested in learning more about corporate strategy development. Management Consultants often make use of this knowledge.

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Business Analyst

You can benefit from this course's coverage of financial analysis, business strategy, and managing change as a Business Analyst.

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Data Analyst

This course may be useful to you if you would like to learn more about how to analyze financial data. Data Analysts make use of these skills.

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Software Engineer

This course may be useful to you if you are interested in learning more about financial analysis and risk management. Software Engineers in the financial sector make use of these skills.

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