Core Content from Excellence in Financial Management
This web page summarizes core content that I have created. This gives you a fast way of tapping into my knowledge and expertise from a single page.
Formal Online Training
- The Basics of Accounting
- Introduction to Financial Analysis
- Fundamentals of Corporate Finance Part 1
- Fundamentals of Corporate Finance Part 2
- Risk Management
- Problem Solving and Decision Making
- Analytical Tools and Techniques
- Developing Requirements
- Process Modeling
Quick Short Courses
- Evaluating Financial Performance
- Financial Planning and Forecasting
- Capital Budgeting Analysis
- Managing Cash Flow
- The Management of Capital
- Mergers and Acquisitions - Part 1
- Mergers and Acquisitions - Part 2
- Creating Value through Finance
- Strategic Planning
- Balanced Scorecard
- Competitive Intelligence - Part 1
- Competitive Intelligence - Part 2
- Going Public
- Creating Value in the Nonprofit Sector
- Process Improvement
- Leadership
- Managing Projects
Workshop Presentations
- Using Logic Models for Fund Raising
- Balanced Scorecard
- Identifying Value Points
- Analytical Thinking
- Strategic Planning Process
Excel Spreadsheets
- Financial Analysis and Forecasting Model
- Capital Budgeting Analysis Examples
- Balanced Scorecard Templates
- Organizational Performance Evaluation - Baldrige Model
- Excel Tools, Techniques and Tips
- Simple Activity Based Costing Model
Three online lessons in financial modeling: Cash Flow Modeling | Model Design | Financial Functions
Best Practice Articles
- Quick Tips for Improving Cash Flow
- Improving the Budgeting Process
- What is Economic Value Added?
- Major Pitfalls in the Decision Making Process
- What is Intellectual Capital
- Turnarounds for Distressed Companies
- Reaching for the Six Sigma
- Valuation of Customers - Part 1
- Valuation of Customers - Part 2
- Metrics for Human Resource Management
- Recognizing Intellectual Capital
- Lessons from the Entrepreneur - Part 1
- Lessons from the Entrepreneur - Part 2
- Lessons from the Entrepreneur - Part 3
- Value through the Supply Chain
- Intangibles over Tangibles
- Measuring Returns on HR Capital
- Importance of Knowledge Management
- The 360 Degree Evaluation Process
- The Smart Organization - Part 1
- The Smart Organization - Part 2
- Humanizing the Financial Mindset
- Let's Define Best Practices
- Comprehending the IT Challenge
- What People Need are Coaches - Part 1
- What People Need are Coaches - Part 2
- Appreciating 'Appreciative Inquiry' - Part 1
- Appreciating 'Appreciative Inquiry' - Part 2
- Value through Strategy
- Value through Innovation
- Value through Ethical Behavior
- Value through Leadership
- Value through Marketing
- Value through Information
- To Blink or Not Blink
- The ABC's of Competency Models
- Start Thinking in Nano's
- Welcome to the World of Complex Adaptive Systems
- Power of Crowdsourcing
- The EVA Momentum Ratio
- Challenges of Becoming Customer Focused
- Motivation as a Value Driver
- Countering Black Swans
- Can Wall Street Learn Something from Islamic Finance?
- Why Games Belong in the Workplace
- Science Explains Creativity
- The Death of EBITDA
- Two Is Better Than One
- The Financial Argument for Great Design
- Why Companies Should Consider OpEx over CapEx
- Start Measuring Intellectual Capital
- Do You Know Your Vital Few?
- Understanding Your Value Proposition
- Cyber Security 101
- Want a Superior Workforce? Hire Women
- Everyone Should Have a Dashboard
- Why Link Pay to Performance
- The Three Most Important Skills
- Why Customer Retention is so Important to Growth
- Machines of Loving Grace
- Welcome to a World of Structural Change
- The New Math for Pricing
- Lessons from the Shared Economy
- Do You Know Your Algorithms
- Is this Person Right for Your Company