The CFO of the Future Course: Transforming to a Chief Capital Officer

Agenda


Module 1: Welcome, Introductions, Success Anchors, and Self-Assessments

April 20, 2023  I  11:00 am - 3:00 pm ET
  • Interview
  • The Problem
  • Underlying Belief of the Course
  • Course Purpose
  • Kaleidoscope Thinking
  • Two Anchors
  • Organizational Self-Assessments
  • Degrees of Linkage Between Support Functions and General Management

Module 2: Change Management Toolkit

April 27, 2023  I  11:00 am - 3:00 pm ET 
  • The Manager’s Tool
  • Breakthrough Technology 
  • The Dialectic
  • Three Dimensions of Organizational Change
  • Begin Your Wall Street Journal Article

Module 3: Quality -- The Foundation of Value Creation 

May 4, 2023  I  11:00 am - 3:00 pm ET 
  • Four Principles of Quality 
  • Eight Dimensions of Quality
  • Theory of Profound Knowledge 
  • Fact-Based Conversations 
  • Quality Improvement Process 
  • Drive for Perfection
  • Well-Planned Change
  • Theory of Constraints -- Synergistic with Quality
  • Blending Quality, Leadership, and Management
  • Two Types of Work

Module 4: Systems-level Thought and Action -- “Where the Rubber Meets the Road”

May 11, 2023  I  11:00 am - 3:00 pm ET
  • True or False
  • What Is a System?
  • Degrees of Required Interdependence
  • Managing the Business as a System
  • Synthesis
  • The Great Place System
  • From a Systems-level Corporate Leader
  • Aligning External and Internal Brands
  • Data Management Breakthrough

Module 5: Total Capital Management Movement

May 18, 2023  I  11:00 am - 3:00 pm ET
  • Definition
  • History
  • The Problem and Solution 
  • Universal Purpose of Corporate Governance
  • Underlying Belief of TCM

Module 6: Think and Act Like a Fighter Pilot

May 25, 2023  I  11:00 am - 3:00 pm ET
  • The Talk
  • Planning Done Right
  • The OODA Loop
  • Managing Strategically

Module 7: TCM Transformation 

June 1, 2023  I  11:00 am - 3:00 pm ET
  • Skyscraper
  • Anchor1/Planning Done Right
  • Anchor 2
  • Transformational Change
  • Three-Legged Stool of Supervenience
  • Pre-TCM Functions and Disciplines
  • Post-TCM Design
  • The Ultimate Strategic Business Partner to Line Management 
  • Transformational Change 
  • WSJ Article

Module 8: How to Keep Score

June 8, 2023  I  11:00 am - 3:00 pm ET
  • Warren Buffett and the Tooth Fairy
  • Capital Budget Analysis
  • Capital Charge 
  • Clearing the Hurdle Rate
  • House of Value Creation
  • A Different View
  • Financial, Human, and Information Capital Management
  • Market Value Added
  • Financial and Investment Free Cash Flow
  • Operational Free Cash Flow 

Module 9: The TCM Doctrine

June 15, 2023  I  11:00 am - 3:00 pm ET
  • Shareholder Value Added
  • Customer Market Analysis
  • Financial Foundation
  • Effective/Efficient
  • Well-led/Well-managed
  • Four Goals of Every TCM Conversation
  • Shareholder Value Added

Module 10: Role of the Chief Capital Officer (CCO)

June 22, 2023  I  11:00 am - 3:00 pm ET
  • The CCO Position
  • Organizational Architect
  • Organizational Triumvirate
  • Function as a Strategic Asset and Sustainable Competitive Advantage
  • Optimize Supervenience
  • Understand and Manage the Business as a System
  • Transform the Organization into a Positive NPV Machine
  • Serve as the Ultimate Strategic Business Partner to Line Management
  • Achieve the Sustainability Synergy
  • Equip Board Directors to Function as Strategic Assets
  • Manage Institutional Investors and Shareholder Activists
  • Five Categories of Work 
  • Final Version of the Wall Street Journal Article