Core Content
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You can directly tap into my knowledge through the following core content:
Quick Short Courses
- Evaluating Financial Performance - PDF Version | Online Version | Spreadsheet Model
- Financial Planning and Forecasting - PDF Version | Online Version | Developing Financial Projections
- Capital Budgeting Analysis - PDF Version | Online Version | Spreadsheet Model
- Managing Cash Flow - PDF Version | Online Version |
- The Management of Capital - PDF Version | Online Version |
- Mergers and Acquisitions - Part 1 of 2 - PDF Version| Online Version |
- Mergers and Acquistions - Part 2 of 2 - PDF Version | Online Version |
- Value Based Management - PDF Version | Online Version |
- Strategic Planning - PDF Version | Online Version | Assessment Spreadsheet | Strategic Planning Model | Strategic Planning Manual
- The Balanced Scorecard - PDF Version | Online Version | Excel Templates | White Paper
- Competitive Intelligence - Part 1 of 2 - PDF Version | Online Version | Power Point
- Competitive Intelligence - Part 2 of 2 - PDF Version | Online Version |
- Going Public PDF Version | Online Version | Timeline | Survival Guide | Officer Questions | IPO Outline | Prospectus Example | SEC Handbook
- Creating Value for Non Profits and NGO's - PDF Version | Online Version | Logic Model Handbook | Social Entrepreneurship |
- Process Improvement - PDF Version | Power Point
- Leadership - PDF Version | Online Version
- Managing Projects PDF Version | Online Version | PM Primer | PM Workbook | PM Tool Kit
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
Short 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<<<>>>
Capturing Useful Feedback<<<>>>
Why Link Pay to Performance<<<>>>
The Three Most Important Skills<<<>>>
Why Customer Retention is so Important to Growth<<<>>>
Machines of Loving Grace<<<>>>
The New Math for Pricing <<<>>>
Lessons from the Shared Economy <<<>>>
Do You Know Your Algorithms<<<>>>
Is this Person Right for Your Company <<<>>>
Hand Shakes vs. Lawyers