Gene
is a committed educator
in the field of business
finance. Gene helps CEOs
and senior executives
overcome what is often
a critical gap in their
personal knowledge base.
Because
your time is precious,
this coaching program
is designed to provide
a maximum of benefits
for both the short and
long term, all in a time-efficient
format. By combining
education and consulting,
by blending your specific
learning needs with a
broad learning outline
based on Gene’s book,
this program allows you
to focus on immediate
issues while mastering
the financial concepts
which will most effectively
drive your future financial
decisions.
Our
Clients Can
•
Get more information
from their internal financial
reports
• More confidently
describe the information
they want but don’t have
• Better evaluate the
performance of their
CFOs and other financial
staff
• More confidently
communicate with their
boards of directors,
even when some directors
are financial experts.
Our
objective – to give
the CEO:
•
Understanding
of key financial
concepts and how
they apply to your
situation, your company
• Ability to quickly
analyze the financial
health of a company,
its liquidity,
financial exposures
and opportunities.
• The ability to
read a financial
report with the
conviction that
nothing is being
missed.
• A better
perspective of
the financial reporting
quirks of competitors.
Coaching
for others on your
team
This
program has also
been successfully
adapted for senior
executives on the
CEO’s team, to help
the financially savvy
CEO bring his or
her key people up
to the desired level
of financial awareness.
EXAMPLES
of issues raised in past
coaching sessions:
Using publicly
available annual
reports, we’ve
discussed the way
major corporations
reported their
results, and why
that might or might
not make sense
for the CEO’s company,
as well as providing
a variety of financial
statements to analyze.
A proposed acquisition
was the occasion
to review the company’s
investment policy
and the methodology
used to qualify
candidates, resulting
in the development
of new evaluation
criteria.
A credit line
renewal was an
opportunity to
really understand
how existing loan
covenants restricted
the company’s decision
making, providing
an opportunity
for re-negotiation.
A quarterly board
meeting served
as the opportunity
to look at the
way the CEO presents
financial results
to the Board, (in
this case there
were financial
specialists on
the Board) and
to make sure questions
that might be raised
were considered
in advance.
Headlines in
an industry newspaper
about massive cash
dividends financed
by corporate loans
provided the opportunity
to talk about conflicts
of interest when
wealthy shareholders
control large blocks
of shares.
An annual budget
review was the
occasion to help
a CEO formulate
a better process
for getting managers
more invested in
the company’s financial
goals beyond their
own departments.
And “in between”
we have worked
to master the nuances
of a balance sheet,
a cash flow report,
or the sometimes
challenging footnotes
in a competitor’s
annual report.
Our
Executive Coaching
Promise
While
we can’t promise
to give you a
better understanding
of your own
company than
your CFO can,
we do promise
to help you
to gain a working
knowledge of
the concepts,
the reasons
why, the often
arcane terminology,
the application
of the metrics,
ratios, and
comparisons,
and more.
If you’d like
to explore
this service
for yourself
or a senior
member of your
team, call
me confidentially
at my office
(310) 645-1091
or my cell
phone (310)720-1091.
You’ll know
in just a few
minutes if
this makes
sense or not.
I’m confident
you’ll see
the value as
others have.
While
we can’t promise
to give you a
better understanding
of your own
company than
your CFO can,
we do promise
to help you
to gain a working
knowledge of
the concepts,
the reasons
why, the often
arcane terminology,
the application
of the metrics,
ratios, and
comparisons,
and more.