Author: Don Minges

What is your company worth? Is business value the single most important metric? This session discusses various business valuation methods for any stage company: start-up, spin-off, or acquisition. Many valuation methods exist. Which method is right? Which is the ‘best’ for a given business or a given situation? CPAs and Corporate Financial Managers cannot afford to miss this course.

Topics Discussed

  • Reasons for business valuations
  • The capital asset pricing model
  • The cost of equity
  • The weighted average cost of capital
  • Discounted Cash Flow analysis
  • The planning pyramid
  • Valuation methods discussed include:
    • Income
    • Asset
    • Market
    • The issues and the pros and cons of these methods
  • How do you increase the value of a business?

Cases and Group Discussion
This seminar includes seven interactive case studies for group discussion.

Target Audience
Corporate financial managers, business owners, entrepreneurs and professionals who advise them. CPAs with the ABV certification.

Level of Knowledge


CPE Credit
4 hours group live

Area of Study

Participants should have at least six months of industry experience and thorough knowledge of financial accounting principles and practices. Corporate finance classwork, e.g., advanced degree or coursework, or six months of finance experience will be beneficial.

Advanced Preparation
None, strongly recommend a laptop if you have one, or a calculator. Required.

CFO Series Day 1

Advanced Skills, Made Easy!

Topics Discussed Credits
Advanced Planning: Balance Sheet and Cash Flow Projections 2 Accounting
Advanced Cost Accounting: Assigning Overhead 2 Accounting
Fixing Your Chart of Accounts 2 Accounting
Avoiding Death by PowerPoint: Create Better Presentations 2 Software

Discussion Leader
John L. Daly, Tom Henry, Bill O’Brien or Don Minges


For John Daly, contact Barb Sullivan:, or contact Don Minges,

CFO Series Day 2

Developing Credibility – Inside and Outside the Organization

Topics Discussed Credits
Developing Credibility: Earn Respect for Yourself and Your Team 2 Bus. Mgt.
It’s All About Action! 2 Bus. Mgt.
Effective Internal Reporting: Make Your Message Quick and Clear 2 Accounting
Financial Management: 10 Tips for Success and 13 Signs of Failure 2 Bus. Mgt.

Discussion Leader
Bill O’Brien, Dana Johnson, Richard Karwic, Tom Henry or Bob Mims



CFO Series Day 3

Emotional Intelligence – What Makes Great Leaders Great?

Topics Discussed Credits
Emotional Intelligence: The Critical Factor in Success 2 Bus. Mgt.
Motivating the Right Way: Get the Most from Your Staff 2 Bus. Mgt.
Business Ethics: Cases from the Real World 2 Behavioral Ethics
Don’t Be the Messenger Who Gets Shot 2 Bus. Mgt.

Discussion Leader
Don Minges, Dana Johnson, Bob Mims, Tom Henry or Richard Karwic



CFO Series Day 4

Cash Management - Managing The Lifeline Of Your Business

Topics Discussed Credits
A/R and A/P: Effective Management Techniques 2 Accounting
Cash Management Techniques 2 Accounting
Cash Forecasting 2 Accounting
Better Meetings: Make Meetings Fun & Productive 2 Bus. Mgt.

Discussion Leader
Richard A. Karwic, Paul Harrison, Brian Maturi, or Don Minges



CFO Series Day 5

Become More Effective!

Topics Discussed Credits
Critical Thinking for Financial Professionals 2 Bus. Mgt.
Effective Networking: Take Control of Your Career 2 Bus. Mgt.
The CFO’s Role in Compensation and Bonus Plans 2 Bus. Mgt.
MS Word: Advanced Features 2 Software

Discussion Leader
John L. Daly, Bill O’Brien, Don Minges or Bob Mims


Please contact
For John Daly, contact: Barb Sullivan –

The five 2020 CFO Series days above plus the following alternate day will be available through December 2020.

Alternate CFO Series Day 6

Corporate Performance Management

Topics Discussed Credits
Corporate Performance Management 2 Accounting
Business Intelligence and Data Analytics 2 Accounting
Driver-Based Budgeting 2 Accounting
Effective Management Accounting 2 Accounting

Discussion Leader
Gary Cokins




Schedule with one of our other half-day seminars, e.g.; Balance Sheet Management or Business Ethics or Cases in Corporate Ethics or Shorten Month End or Good to Great to make a full-day seminar.

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