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FAST (Finance and Strategy Toolkit) is the membership program that gives you the resources for better strategic financial management. You get all the CFO Perspective courses. Get direct access to me as well as tools for improved decisions that can lead to superior business performance.
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"Rob was clear, concise, funny, and used real world applications."
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"Rob is extremely knowledgeable and very clear. This is a course I will recommend to my colleagues"
"I thoroughly enjoyed this course and would recommend it to any business professional."
"Outstanding course and a terrific instructor. He went through all of what you need to focus on."
"Loved the course! This is an excellent overview and thought-provoking. Well done!"
Course Listing
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Most Popular Course
KPIs are more than metrics. They’re the foundation of your most important decisions. KPIs define success and measure your progress toward achieving that success. This course explains:
"This course covers reasons for KPIs, a clear pathway for implementation, and thoughtful consideration of their best presentation" - Course Review
A new location is a major commitment of time and money with the potential to expand a company’s business and increase profits.
New locations also come with risks. Sales may be lower than expected while costs are higher. The new location may pull more resources from existing operations and strategy than anticipated.
I'll give you step-by-step guidance on how to decide whether a new location will likely increase profits or destroy value.
"Great course. A lot of very useful and insightful information and tips for analysis." - Course Review
It’s time to stop yourself from making quick, emotional decisions by allowing yourself to think clearly to reach a better decision. Overcome your destructive financial impulses by understanding common thinking mistakes.
With my Behavioral Finance course, you can avoid costly financial decision-making mistakes. The course will help you to learn science-backed ideas to make better financial decisions.
"Wow...a masterful overview of behavioral economics condensed down to 5 hours" - Course Review
"This is the best Behavioral Finance Course I've taken. The instructor was clear, concise, funny and used real world applications." - Course Review
Close up texture of a white jigsaw puzzle in assembled condition. Top view. Many components of a large whole mosaic are united
Are you tired of the drama and dysfunction in the business budgeting process? Budgeting consumes a massive amount of time and resources. It's a stressful and busy time.
Are there ways to improve the effectiveness of the investment we make in the budget process? Can we make better budgeting decisions that lead to higher performance?
There are options within and beyond traditional budgeting. Every company should consider these options to discover which could improve their budgeting process.
"Amazing course that will assist anyone who goes through the budgeting process each year. Great step-by-step ideas for each aspect of an annual budget." - Course Review
"This might be the most comprehensive and educational webinar on budgeting. Well organized, thoroughly researched, and full of actionable insight. Outstanding and kudos to the author, thanks for doing this." - Course Review
This course provides a practical framework for incorporating probability analysis into your financial projections, equipping you with the tools and techniques to make more informed and robust financial forecasts. By incorporating probability analysis into your financial projections, you can better understand and manage risk to make more informed decisions.
Projections that provide ranges of outcomes and probabilities of those outcomes give us a much more complete picture of an uncertain and risky future. This is a very high-level overview of probabilistic analysis. I'll focus more on concepts than calculations.
Find ways you can reduce risk, reduce costs, and increase income. Companies look to banks to provide critical payment services, precious loan funds, and income on liquid cash. They are a key partner for cash management and capital expenditure funding.
This course first looks at common business deposit and loan products, as well as services banks provide to companies. We'll explore deposit protection, payment risk management, and loan risk management. You'll get tips on how to reduce bank fees and increase interest income, as well as how to get the best loan pricing you can.
"Fast-paced, informative, and interesting." - Course Review
Business environmental monitoring gathers internal and external data that could affect a company. Business leaders and financial analysts can examine that data to identify implications for their company and develop strategies for those implications. These strategies often mitigate threats or capture opportunities. Companies that better understand their business environment can anticipate and plan for changes, build more accurate financial projections, and allocate resources more effectively.
This course focuses on Finance's role in environmental analysis. You'll learn the types of data that should be monitored by Finance. The course then explains popular models for analyzing that data.
"Very interesting topic presented in an easy to understand manner." - Course Review
"Really good overview of business environmental monitoring and its purpose." - Course Review
Business loans are a vital source of funding for cash flow management. The course begins with ratio analysis and cash flow projections to determine whether loan funding is needed. I then explain how leverage (the use of borrowed funds) magnifies returns but increases risk.
We then explore key loan components like different ways interest is calculated, types of fees, and the multiple terms that can be structured into a loan.
You’ll discover tips that might reduce the interest rate on your loan. I give an overview of the application process and the documents lenders frequently request.
Key documents that are signed at loan closing are described, and the importance of each is explained. I’ll point out important clauses included in these documents.
"Great course and well-organized. I am impressed by the detail as well as the accessibility of the content. Thanks!" - Course Review
Common-size analysis is a powerful tool for financial analysis and decision-making. It's useful for comparing the financial performance and position of different companies, especially those of different sizes. It also helps to identify trends and patterns over time within a company and across entities. This is very useful for business environmental analysis, peer benchmarking, and building financial projections.
You may already do some forms of common-size analysis, but may not know all the ways it can provide insights and improve projections.
CVP and break-even analysis are incredibly useful tools that finance professionals use throughout their careers. The formula is simple but powerful. The CVP formula is the basic equation that determines almost every line of the income statement. It's the formula that drives projections, forecasts, and budgets. The formula can be used for a wide range of analyses that answer key business questions.
You get what you value when you provide value to others. Business success comes from creating value for owners, customers, and employees. In this program, you'll identify exactly what each of these three groups value and how to increase that value.
Expected value analysis is a powerful way to distill a massive array of possibilities into a few numbers, which helps clarify the most profitable course of action. This short course goes from the basics to important insights for business financial management.
You'll also learn about decision trees, which is a powerful tool to simplify decisions to better communicate, comprehend, consider and calculate
decision options.
Get a financial overview of the entrepreneurial journey from startup to exit planning. You’ll hear from a business banker guest speaker who explains what lenders look at when deciding whether to make a loan to a small business.
You’ll learn about common sources of cash for small business and cash flow management. I walk through a business plan and discuss the key aspects of strategic planning. You also learn key small business financial metrics.
"Outstanding course - I really enjoyed the general layout. Great mix of going in-depth on the more vital parts of financial management of a start-up" - Course Review
"Excellent class. I liked that the information is very accurate to what one experiences in business." - Course Review
Companies get into trouble in the good times. However, that doesn't mean that they fail during good economic times. Rather, they make decisions that cause them financial stress when a recession hits. This course gives you financial management ideas for what to do before and during a recession. You'll learn:
After decades of low inflation, prices spiked in the 2020s. Inflation was back, but a generation of managers had little experience with it. That lack of experience caused companies to make mistakes when inflation started its fast ascent. Financial leaders need to relearn the skills and insights that guided companies through the high inflation of the 1970s and 1980s.
This course is broken into two sections. The first section will cover some key concepts about inflation. The second section builds on these concepts to provide implications for company financial management.
"Good course and good instructor." - Course Review
"Good overview of inflation. Thank you for this course!" - Course Review
Most Popular Course
KPIs are more than metrics. They’re the foundation of your most important decisions. KPIs define success and measure your progress toward achieving that success. This course explains:
"This course covers reasons for KPIs, a clear pathway for implementation, and thoughtful consideration of their best presentation" - Course Review
"This course is a must for anyone looking to deepen their understanding of KPIs and enhance their ability to track and manage performance effectively. I highly recommend it!"
One of the greatest sources of stress for small business owners is managing cash flow. 69% of business owners have been kept up at night by concerns about cash flow. More than half of U.S. businesses have lost $10,000 or more by foregoing a project or sales specifically due to issues created by insufficient cash flow.
This course shows you how to assess current and future cash flows. You'll learn techniques that can increase cash flow and reduce dips in cash flow. I'll list critical sources of cash for businesses, along with the pros and cons of major sources.
I'll explain how to prepare a cash flow projection. You'll discover a company’s sustainable growth rate and how to increase it. I'll show you how leverage can increase growth, profit, and cash. Leverage also comes with risks, and I'll explain how to manage those risks.
"Absolutely fantastic course! Makes me want to delve into this more. Thank you!!!" - Course Review
"I was very impressed with this course. It gave a great overview of what cash management is, what metrics are useful, and what strategies are best for different situations. Highly recommend!" - Course Review
Marginal Profitability Analysis provides relevant decision information for setting prices, product design and product profitability. Analysis of whether to open or close locations or divisions can also be done with marginal profitability analysis.
The course provides practical examples of making decisions with marginal profitability analysis. Examples include determining optimal production amounts and which products to promote. The final section explains how to calculate the change in profitability from a price increase and a price decrease. A worksheet template is provided for this analysis.
"Great representation of daily decision making in real business scenarios." - Course Review
"Love Rob's presentations. Very pertinent info and does a great job getting the information across." - Course Review
Learn to model profitability and make forecasts in Excel, empowering you to make data-driven decisions for your business. This course delves into key Excel functionalities that give you the tools to analyze past data, build robust financial models, and project future profitability outcomes.
Learn about data tables, Goal Seek, Solver, Scenario Manager, the Analysis Toolpak, and Forecast Sheet.
Make faster, easier, and more accurate forecasts.
Serving on a nonprofit board is a wonderful way to improve our world and can provide some benefits to you. As a financial professional, you have so much to offer not-for-profit companies. This course is for those new to not-for-profit boards and provides insights to those with nonprofit board experience.
This course will cover the duties of a financial professional as a board member. Learn the key questions to ask and the documents to review before joining a board. I'll explain the risks of being on a board and how to mitigate them.
"Interesting material and easy to understand. Great slides and information!" - Course Review
"Rob did a great job of covering a lot of information and making me think about what it really means to commit to a nonprofit board." - Course Review
What performance secret can you learn from Google, Intel, and Intuit?
Objectives and Key Results, also known as OKRs, have become very popular as a way to improve company performance. They have powered success at companies like Google, Intel, and Intuit.
OKRs can improve focus, engagement, innovation, and performance. I'll walk you step-by-step through how to implement OKRs.
"Great ways to measure and score key initiatives that a company wants to achieve. Every company would be better off using Objectives and Key Results." - Course Review
Will your price change increase - or destroy - profit? I'll walk you through how to see price changes from your customers' eyes and measure potential profit outcomes from a price change.
"What an awesome course. Super informative in running our own business, advising our clients on pricing theory, and being aware as a consumer and company of the tactics of our vendors." - Course Review
Move beyond outdated budgets by quickly building driver-based forecasts that give your company a clearer view of the future.
Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.
"Very informative and useful information." - Course Review
"Thanks for the great content." - Course Review
Discover how sensitivity analysis and scenario planning can improve your company's decisions. You'll also learn tools to obtain and communicate the insights from this analysis.
Sensitivity analysis improves decision efficiency and effectiveness. You also get a clear picture of the company's full range of potential outcomes.
Learn how to explore scenarios of opportunities for which the company wants to prepare or risks for which the company should take mitigation steps.