Great entrepreneurs, executives and directors know when they are talking dollars, they are making sense. When they look at a set of financial statement, they can immediately evaluate performance, identify issues, and probe for insight. Whether they are in the boardroom, a conference, or a meeting for dinner, they are comfortable talking about the numbers to raise money, negotiate deals, or make investment decisions. Financial intelligence gives these senior people their swagger.
This course is uniquely designed to show you how seasoned executives act and sound like financial experts without dwelling on the details of how one prepares financial reports and analysis. The emphasis of this course is on the users of financial information and serving their needs to make better decisions. In this course, you will learn to look at financial statements through the eyes of a seasoned executive. You will learn how to probe into issues of performance and identify root cause. You will learn basic finance principles that will help you negotiate your next financing or make your next investment decision. Regardless of whether you have a financial background or not, you will benefit from taking this course to hone your financial intelligence.
Blair is a many-time corporate director, CFO, educator, innovator, thought leader, presenter, and curiosity generalist. As an academic-practitioner, he’s a perpetual learner who observes and experiments with various financial and management theories in real world context. He shares stories of his successes, failures, and lessons learned to all those who share a passion for further developing their own financial leadership qualities. His focus is on defining and developing a career path for financial professionals aspiring to the Office of the CFO and the Board of Directors. Blair has worked extensively with CPA Canada in recent years to design, develop, and launch the professional certification program.
Jen is a dynamic, versatile financial professional with over 20 years of leadership experience. Jen brings to the classroom a broad skill set and experience in all key facets of an organization including operations management, strategic planning, business development, finance, accounting, investor relations, human resources, and project management. Jen has a passion for making finance more attainable, whether its working to articulate strategy in a financial context or bringing clarity to financial communication. Jen’s career epitomizes the diverse experiences and roles that CPAs play in industry – from financial to operational leadership.
Frequently Asked Questions
Thank you for joining us for the course on Financial Intelligence. We hope you found the course interesting and educational.