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Financial Mastery for Continuous Improvement Professionals & Change Leaders
Week 1. The Basic Building Blocks
Introduction & Course Navigation (5:46)
Lessons Learned from 20 years driving strategic improvement projects (12:01)
What is Shareholder Value (15:12)
The Three Elements comprising The Financial Statements (6:28)
The 3 Characters. Vanity, Sanity & The King (7:51)
The Income Statement aka The Money Making Machine (6:04)
The Balance Sheet aka The Wealth Creation Engine (9:36)
The 5 Chapter Story Hidden in the Numbers (12:18)
The 5 Chapter Improvement Analysis of a F100 company (15:55)
Week 2 Decoding the Numbers
The Money Making Machine
- Vertical and horizontal analysis (20:49)
- Its time to build your project (6:23)
- What your story telling you
- Operating cost management - fixed and variable costs (23:55)
- Business unit analysis (46:39)
- Break Even and targeting tool
The Wealth Creation Engine
- Introduction to the balance sheet
- The components to the balance sheet (17:10)
- Transforming the balance sheet into the wealth creation engine (27:45)
Building the Treasure Map
Case Study of a Treasure Map in Action (15:55)
Key Components of Working Capital
The significance of having projects to improve working capital
The Hunger Measure
Funding & Structure
Week 3 Cash is King
The distinction between Profit & Cash
The cash at bank dilemma
Depreciation & Amortization concepts
The secret to calculating cash (36:33)
The Easy Way to Calculate Cashflow
Cash & Working Capital
How Cash is Created & Destroyed
Cash Gross Profit compared with Income Statement Gross Profit
Good Debt versus Bad Debt
The role of debt and how it impacts cash and risk
Week 4 Using The Business Health Test Insight Engine
Loading Your Numbers into The Insight Engine (4:26)
Creating the data loading template in the software (1:39)
• Income statement data entry (8:04)
• Balance sheet data entry (8:44)
Preparing the 5 Chapters of the Financial Story (23:59)
Communicating the Story
What if Analysis
Case Study --a Financial Interrogation
Evaluating an Acquisition
Evaluating a Business Unit (45:37)
How to identify Strategic Improvement Projects
Building an Improvement Agenda
Week 5 Documenting Your Own Story
Enter Your Own Company or Business Unit Data
Analyze the 5 Chapters
Quantify the Entitelement
Socialize Your Improvement Hypotheses
Create the Call To Action
Execute!
Bonus material
Sustaining a core culture of financial performance
Creating future strategy
Driving accountability
Teach online with
Funding & Structure
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