Financialanalysis Course

An ever expanding program of courses helping financial professionals aspire to the top levels of financial leadership

Last updated 2022-01-10 | 4.4

- In this course
- you will learn how to analyze financial statements like a professional analyst to gain deeper insight into the finacial 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.
- In this course
- you will learn about financing strategy including the different varieties of financing
- how each work
- and when to seek each source of financing.

What you'll learn

In this course
you will learn how to analyze financial statements like a professional analyst to gain deeper insight into the finacial 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.
In this course
you will 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.
In this course
you will learn about corporate strategy development. You will learn how to make a valuable contribution as the business developes
analyzes
implements
and evaluates corporate strategy.
In this course
you will learn about change management including the challenges of change
change from the perpective of the employee
approaches to successfully implementing a change initiative
and adapting your organization for continuous change.

* Requirements

* General business acumen
* A passion for finance
* A sense of humor

Description

Are you a financial professional working in industry looking to get more out of your career?

Do you have what it takes to sit at the boardroom table at your company and contribute?

Do you want to take what you know about the numbers side of the business and make a greater contribution at the highest levels?

If this is the way you are thinking today and the direction you'd like to go, then this is the leadership program for you.

Hi there, I’m Blair Cook and I’m a seven time CFO and three time corporate director. I’ve spent the past two decades around the boardroom table facilitating strategy sessions, raising financing, negotiating mergers and acquisitions, and reporting to a board of directors or serving on the board of directors.

In this program, we have curated ideas to help financial professionals move from the cubicle to the corner office as soon as possible. Its table stakes that you know the numbers and can prepare the reports. In this program, you’ll learn to move beyond the accounting to think strategically, act as a catalyst leader, and influence the decisions of any organization for the better.

What are you waiting for? Enroll with us now to get started!

Who this course is for:

  • Financial professional seeking senior or executive professional development

Course content

9 sections • 77 lectures

Why Financial Statements Exist Preview 04:20

Where to Look For Financial Information Preview 07:12

How to Analyze the Income Statement Preview 19:27

How to Analyze Operational Efficiency and Effectiveness Preview 07:02

How to Analyze a Balance Sheet Preview 13:31

How to Analyze Cash Flow Preview 08:41

How to Analyze a Company Quickly Using the Internet Preview 14:36

Financial Analysis Glossary and Reference Guide Preview 6 pages

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

Objectives of Capital Preview 10:24

Financing Lifecycle Preview 10:35

Managing Supplier Credit Preview 04:37

Variations of Debt Financing Preview 19:22

Negotiate Your Credit Facility Preview 12:26

Mezzanine Financing- What is it- Debt or Equity? Preview 05:43

Venture Capital Financing Preview 06:54

Private Equity Financing Preview 07:22

Going Public to Raise Financing Preview 16:03

Case Study: Financing a Leveraged Buyout Preview 09:31

WACC and Capital Structure: What You Need to Know Preview 15:00

Finance Strategies Course Script Preview 111 pages

Financing Glossary Preview 7 pages

Why You Need to Know About Change Management Principles Preview 09:55

Challenges of Change Preview 15:29

Change from the Employee's Perspective Preview 07:13

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 Preview 16:03

Adapting the Organization to Handle Continuous Change Preview 10:01

Change Management Course Script Preview 90 pages

Business Process Improvement Preview 9 pages

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.

Where is the Organization Vulnerable Preview 09:59

Understand the Psychological Profile of a Fraudster Preview 02:09

Best Practices to Safeguard the Organizations Assets Preview 04:59

Quantifying fraud Preview 06:07

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.

Fraud Prevention and Detection Preview 06:40

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.

Who is Committing Fraud Today Preview 07:30

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.

Prosecuting Fraud Preview 02:22

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.

Fraud Advice Preview 03:31

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.

Strategic Management Framework Preview 21:36

Setting MIssion, Vision, and Values Preview 12:23

Strategy Documentation Worksheet Preview 00:02

Assess the Current Situation with External Analysis Preview 18:31

Assess the Current Situation with Internal Analysis Preview 09:24

Corporate Strategy Development Preview 16:31

Business Strategy Development Preview 07:27

Functional Strategy Development Preview 16:32

Analyzing Strategic Alternatives Preview 09:02

Approaches to Implementing Strategy Preview 09:51

Evaluating and Controlling Strategy Execution Preview 10:22

Strategy Facilitation Development Tool Kit Preview 00:03

Strategic Management Course Script Preview 124 pages

Strategic Management Glossary Preview 4 pages

Objectives of the COSO ERM Framework Preview 04:30

Risk Management Starts With a Strong Internal Environment Preview 05:25

Risk Management Objectives Align with Business Objectives Preview 02:11

Identifying Risk Events Preview 03:07

Performing a Risk Assessment Preview 02:03

Developing a Risk Response Preview 03:16

Implementing Risk Control Activities Preview 02:35

Developing and Communicating Risk Information Preview 00:45

Monitoring Enterprise Risk Preview 03:10

Beyond the COSO ERM Framework Preview 30 pages

I've had a number of people ask for a more in depth discussion of risk management.  A very popular topic.  So I went back and did some research on what various so called experts were telling their clients.  I have added this content to materials in this lecture.  I like how the dimensions of interconnectivity and risk clockspeed have been added to the assessment of risk. 

Course introduction Preview 02:11

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

Credibility and Growth Preview 11:49

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

Assessing Your Own Credibility Preview 08:35

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

People Credibility Preview 14:18

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

Technology and Process Credibility Preview 12:17

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

Bottlenecks in the close process Preview 04:57

Approaches for achieving the fast close Preview 17:58

Making the fast close happen Preview 18:03

Conclusions for achieving the fast close Preview 03:42

Good Governance Preview 10 pages

The CFO plays an important and integral role in helping the Board of Directors fulfill their fiduciary responsibilities.  In this lesson, we learn more about governance.

Module introduction Preview 05:09

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.

What the Competencies of the Modern CFO Preview 13:13

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

Assessing the maturity level of the finance function Preview 11:30

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

Team building Preview 13:17

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.

Preparing a Strategic Plan for Finance Preview 09:44

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 Preview 06:56

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

Preparing for Change Management Preview 12:25

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.