Linking Finance and Strategy

Speaker

Joseph Perfetti

Lecturer, Department of Finance

University of Maryland, College Park

Joseph Perfetti’s Biography

CIMA®, CPWA®, CIMC®, and RMA℠ Pending

Duration: 1 hour and 30 minutes

Option 1: Thursday, January 28th at 9:00am ET

Option 2: Tuesday, February 16th at 9:00am ET

Option 3: Thursday, March 25th at 3:00pm ET

This session will be interactive with discussion and breakouts.

Course Description

The key to a company’s financial success is strategy execution.  Companies that have success in long term value creation have a passion for execution.  This session will use financial tools to analyze the differences between value creating and value destroying companies and show that the pattern is the same in every industry and in every part of the world. At the strategy formulation stage, it is important to select a strategy that the company has the capabilities to execute more effectively than completion. It is important to realize that profitability is wonderful but it is very fragile and it can disappear rapidly. It is important to be vigilant about the changes taking place in your industry.

Learning Objectives:
  • Learn the financial tools that are useful in identifying value creating companies and the metrics used by investors
  • Learn about companies that have tied operating metrics to financial performance to drive growth, innovation and value creation
  • Learn how you can impact these key value drivers to create value for your enterprise