Core Content

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