January 12, 2022 - March 16, 2022
40 CPE CREDITS IN MANAGEMENT SERVICES
Transform yourself from an intradisciplinary financial leader into an interdisciplinary Total Capital Management (TCM) professional equipped to be a strategic asset producing sustainable competitive advantage to your firm.
This TCM Professional Course (TCMPC) will take teams of participants through an action and principle-based curriculum presenting systems-level learning and real-world business challenges developed in group activities and projects supported by the instructor, Mark W. Sickles, Chief Executive Officer of SuperOrg, Inc. Navigating the interrelationship between system, function, and position, participants will achieve breakthrough improvements transforming their real-life work in ways that transform the work of other colleagues within their organization to produce levels of performance conventional wisdom considers impossible.
Integrated with the lecture-based learning and group activities is training in the effective utilization of a SaaS application that makes the paradigm shift in thought and action from intradisciplinary to interdisciplinary possible. Participants will develop the technical, interpersonal, and problem-solving skills needed to thrive and prosper as TCM professionals and Chief Capital Officers today, and potentially, as CEOs and board directors in the future.
This course equips participants to build and manage organizations in which all types of capital earn more than they cost, producing sustainable returns superior to those produced by alternative investments of comparable risk. Participating organizations can expect their leaders to emerge from the course with the skill set to:
- Practice action-based conversations producing breakthrough transformations and extraordinary results
- Apply the three dimensions of organizational change
- Leverage quality as the foundation of value creation
- Understand and apply how leadership and management are the same, different, and complementary
- Govern, lead, and manage at the systems-level instead of the departmental/functional level
- Align external and internal brands
- Achieve the Universal Purpose of Corporate Governance
- Manage strategically utilizing the OODA Loop
- Transform intradisciplinary siloes into high-performance interdisciplinary systems
- Serve as the ultimate strategic business partner to line management customers
- Develop organizations into positive net present value machines
- Manage all types of capital to achieve the Sustainability Synergy™ delivering superior value to shareholders and all other stakeholders
- Prevent nonvalue-added work and resources
- Seamlessly integrate strategic and operational planning
- Equip boards to function as strategic assets and sustainable competitive advantages
- Manage effective communications with individual shareholders, institutional investors, shareholder activists, and other stakeholders
The TCMPC developed by SuperOrg, Inc. is a 10-week, online program offering 40 CPE credits delivered live in weekly, 4-hour sessions.
Sessions will be held from 11:00 am – 3:00 pm ET on Wednesdays, from January 12 – March 16, 2022.
Each weekly module will contain 200 minutes of educational content, which includes elements of engagement including group discussions/breakouts and activities relevant to the learning objectives of the weekly module and overall course. As the course is designed to foundationally build upon and integrate competencies learned throughout the course, single-session purchases are not applicable, and participants are required to purchase the whole course. Upon satisfying the CPE requirements of the TCMPC, participants will be eligible to earn 40 CPE credits and a Certificate of Completion of the course.
Weekly TCMPC Modules
Module 1: Welcome, Introductions, Success Anchors, and Self-Assessments
January 12, 2022 | 11:00 AM- 3:00 PM EST
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
January 19, 2022 11:00 AM- 3:00 PM EST
The Manager’s Tool
Breakthrough Technology
The Dialectic
Three Dimensions of Organizational Change
Begin Your Wall Street Journal Article (will continuously improve this article throughout the course)
Module 3: Quality -- The Foundation of Value Creation
January 26, 2022| 11:00 AM- 3:00 PM EST
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”
February 2, 2022| 11:00 AM- 3:00 PM EST
True or False
What Is a System?
Degrees of Required Interdependence
Managing the Business as a System
Synthesis
The Great Place System
Aligning External and Internal Brands
Data Management Breakthrough
Module 5: Total Capital Management Movement
February 9, 2022| 11:00 AM- 3:00 PM EST
Definition
History
The Problem and Solution
Universal Purpose of Corporate Governance
Underlying Belief of TCM
Module 6: Think and Act Like a Fighter Pilot
February 16, 2022| 11:00 AM- 3:00 PM EST
The Talk
The OODA Loop
Managing Strategically
Module 7: TCM Transformation
February 23, 2022| 11:00 AM- 3:00 PM EST
Transformational Change
Three-Legged Stool of Supervenience
Pre-TCM Functions and Disciplines
Post-TCM Design
The Ultimate Strategic Business Partner to Line Management
Module 8: How to Keep Score
March 2, 2022| 11:00 AM- 3:00 PM EST
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
Operational Free Cash Flow
Module 9: The TCM Doctrine
March 9, 2022| 11:00 AM- 3:00 PM EST
Shareholder Value Added
Customer Market Analysis
Financial Foundation
Well-Led/Well-Managed
Effective/Efficient
Four Quadrants of Work
Four Goals of Every TCM Conversation
Module 10: Role of the CCO
March 16, 2022| 11:00 AM- 3:00 PM EST
Organizational Architect
Function as a Strategic Asset Producing 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
CCO Final Version of the Wall Street Journal Article
Continuing Education:
Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.