Finance + Business = A Happy Marriage? David Colson, CPA Treasurer & VP of Finance 2015 ROCKY MOUNTAIN SUMMIT.

Slides:

Advertisements

Similar presentations

How to Build Conservation Partnerships that THRIVE Kristin Sherwood The Nature Conservancy How to Build Conservation Partnerships that THRIVE Kristin Sherwood.

Advertisements

Post-Implementation Organization & Support Loren Blinde Director, Administrative Systems Group.

Sales & Operations Planning

1 Tools for the Future Closing the gap between business as usual and where we need to be.

Tools for Improving Competitiveness María De Los Ángeles Rivera, CPA – Partner, Kevane Grant Thornton Red de Mujeres Empresarias CCPR January 19, 2012.

On Leadership Dana C. Rooks Dean of Libraries. Why be a Leader? A positive force Vital to success of any group Needed at all levels in all organizations.

Public investment in R&D and innovation in times of crisis Andrea Bonaccorsi University of Pisa Coordinator, Group of experts for Research and innovation.

The Future of Management Accounting Understanding the New Chartered Global Management Accountant (CGMA) Credential.

REVISED DRAFT 5/29/2014 Strategic Financial Forecasting Project Georgia Tech Foundation Development Committee Project Update June 2014.

Chapter 1 McGraw-Hill/Irwin Copyright © 2011 by the McGraw-Hill Companies, Inc. All rights reserved.

McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved.

Treasury: A Strategic Partner June 21, Agenda  Introductions  Who We Are  Evolution of Treasury’s Role as a Strategic Partner  Kforce’s Treasury.

© Copyright 2010 Slide: 1 Leading IT Transformation: The Roadmap for Success – Part I Lisha Wentworth Ouellette & Associates Welcome January 12, 2010.

Sales Inflection Points in Your Business Hiring and Building a Successful Sales Force Presented by Lisa Peskin - CEO Business Development University Innovation.

1 Financial Management Institute (FMI) Being an FMA – Areas to Pay Attention To Nathalie Deslauriers, CPA, CGA Financial Management Advisor – Policy Group,

1 Introduction to Financial Management. 2 The Finance Organization and Functions BODCEO Chief Financial Officer (CFO) Controller Accounting/Reporting.

Module 5 Raising Capital. Module 5 Topics Review Making the Argument Valuation Case Study.

Materials Management BUS 3 – 141 Supplier Relations Week of Apr 23, 2007.

Manager Orientation Budgeting & Forecasting. 2 UFundamentals Today’s Agenda New Budget Model Principles Overview of budgeting and forecasting Timelines.

The Community Investment Triangle Targeting Our Resources Part 3: Aligning Around Strategies for Impact.

The future shape of business is being redefined through outsourcing.

Career Tracks and Opportunities in Finance. Different Finance Career Tracks  Corporate Finance  Investments  Banking and Financial Services  Insurance.

CIO Academy Journey to Influential IT Leadership Journey to CIO Academy Strategic Competencies for 21st Century CIO Success Influential IT Leadership:

Nonprofit Capacity Conference How to Leverage Your Board Art Medici, Newport Board Group.

Introduction to: Hyperion Strategic Finance and Strategic Finance Consulting SCOOP Session September 30, 2004.

2012 American Coalition for Ethanol Conference Presented by: Ty Inglis, CPA & Jim Seurer, CEO Board Governance & Committee Structure.

Vernon’s Razor ©2008 Patrick Vernon BUSI 701 Artistic Entrepreneurship Class 9 Customer Pain.

Selling and Salespeople

Welcome! © 3M All rights reserved. Finance Opportunities 3M.

TEST With Johan Beeckmans

CPM – Finance Adding Value through Integrated Planning FEI CFIT Meeting, Walmart September 2009 Ann Flatz Global Accounting & Financial Services Controller.

22 November 2010 Shades of Tolerance 1 Shades of Tolerance Managing & Measuring Human Nature New Zealand Society of Actuaries November 22, 2010.

World Bank Institute Regional Workshop for Anglophone Africa on Auditing and Financial Accountability Addis Ababa KEY ISSUES IN CREATING AN EFFECTIVE INTERNAL.

Roles and Opportunities as an FI in the Financial Management Advisor Presentation to the FMI Professional Development Session By: Lionel Lobo, CGA February.

Implementing Military Career Transition Recruiting Options Stan Shoun, Central Virginia Community College Phil Ganley, Helmets to Hard Hats Jerome Richard,

Competitive Intelligence for Small Business 2013 / 2014 Dr. Ahmed Nassar.

Relationship Sales Programme Course Outline INTRODUCTION The course emphasis is on the building of long term relationships with Key Customer and Influencers.

Accounting 11/12. Types of Accounting Designations CGA CMA CA All of which run under the CPA.

© 2012 McGraw-Hill Ryerson Ltd. Market Segmentation Key to success 0 Balance Satisfying Customer Needs Profitability LO 3.

Bank of America “ We have, at our fingertips, an opportunity to redefine an industry – to create a benchmark in business quality, productivity and service.

May, 2005(c) 2005, US Civilian R&D Foundation1 The U.S. Civilian Research and Development Foundation (CRDF) Industry Partner Development Program (PDP)

Bank of America “ 2003: Our best year. We served our 28,000,000 customers better than ever before. Investors entrusted us with $474,000,000,000 of their.

Accounting/Finance Ms. Egyirba Walker-Arthur Accounting/Finance Program Manager

Selling Secrets. Lesson Goals: Define, develop and improve salesmanship skills Differentiate various types of selling Learn a variety of communication.

M&A Part I: Deal Structure and Due Diligence The “Art” of a Successful M&A Strategy November 14, 2014 William Parent, President and CEO.

Or How to Gain and Sustain a Competitive Advantage for Your Sales Team Key’s to Consistently High Performing Sales Organizations © by David R. Barnes Jr.

PRINCIPLES OF FINANCE & ACCOUNTING LECTURE 1  Articulate the role of the financial manager  Describe the operating environment of the firm  Discuss.

AITA Conference AFP Institute Board Development Joey Wallace RESNA/NATTAP January 24, 2007.

Intro to Business, 7e © 2009 South-Western, Cengage Learning SLIDE1 Starting a Small Business Goals Recognize important factors to be considered when starting.

OCLC Online Computer Library Center 1 Building & Sustaining Library Partnerships.

Today’s managers & leaders are challenged unlike any of the past generations in their roles.

KULIAH 14 Sistem Pelaporan Pengurusan

Marketing and Planning

Oakville Hydro – Prophix story

الأساسيات والاتجاهات الحديثة

FY14 Q1 Forecast Review Meeting July 2013

Jay Victory VP, Finance, Tractor Supply Company

Project Management How to access the power of projects!

Chapter Fifteen: 15.1 INTERNATIONAL JOINT VENTURES

KEY TERMS entrepreneur entrepreneurship venture capital innovation

Developing a Financial Plan

KEY INITIATIVE Financial Data and Analytics

KEY INITIATIVE Finance Function Management

Growth and innovation Project support overview.

KEY INITIATIVE Financial Data and Analytics

Finance strategy Project support overview.

KEY INITIATIVE Finance Function Management

Finance roles and responsibilities

Starting a Business.

Presentation transcript:

Finance + Business = A Happy Marriage? David Colson, CPA Treasurer & VP of Finance 2015 ROCKY MOUNTAIN SUMMIT

Who I am

2015 ROCKY MOUNTAIN SUMMIT What Makes a Good Marriage? 2 parties who positively support and challenge each other to make solid life decisions YOU + Business

2015 ROCKY MOUNTAIN SUMMIT Characteristics of a Good Marriage Compromise Planning for the future Adapting to change Trust Commitment

2015 ROCKY MOUNTAIN SUMMIT FP&A Areas of Opportunity: Decision Support Budgeting & Strategic Planning Effective Forecasting Business Partnering Team Building Leads to Corporate Influence

2015 ROCKY MOUNTAIN SUMMIT Decision Support (Ad hoc Projects) Considerations: Cost/Benefit Relationships Risk vs. Reward How do we quantify? Compromise

2015 ROCKY MOUNTAIN SUMMIT Decision Support (continued) Key Take Aways: Facts and Data NOT People and Personalities! Resources are Limited Compromise

2015 ROCKY MOUNTAIN SUMMIT Budgeting Video

2015 ROCKY MOUNTAIN SUMMIT Budgeting Basic Budgeting: Financial roadmap Manage resources Influential Budgeting: Is your budget founded on a strategic plan? Planning for the future

2015 ROCKY MOUNTAIN SUMMIT Forecasting How often? Usually monthly or quarterly Long or short range? Rolling forecasts are better Adapting to change

2015 ROCKY MOUNTAIN SUMMIT Forecasting (continued) Art or Science? Both How to avoid scenario hell? Goal Posting Adapting to change

2015 ROCKY MOUNTAIN SUMMIT Business Partnering Partner with key decision makers Advertise your skills Build credibility Trust

2015 ROCKY MOUNTAIN SUMMIT Team Building Hire the best people Develop their skills and talent Show your appreciation Commitment

2015 ROCKY MOUNTAIN SUMMIT Recap Areas of Opportunity for You: Decision Support – Compromise Budgeting – Planning for the future Forecasting – Adapting to change Business Partnering – Trust Team Building - Commitment

2015 ROCKY MOUNTAIN SUMMIT Happy Marriage Successful Future Business Finance

2015 ROCKY MOUNTAIN SUMMIT Questions? Experiences you would like to share?