Scorecarding Your 21st Century Business

Overview

CFO Finance Plans and Scorecards for the 21st Century Business workshop includes a comprehensive workbook to craft a financial plan and action plan for your business using key performance indicators (KPI), scorecards, and dashboards.   Experienced advisors will help you plan to leverage strengths and assets to maximize the effectiveness of your financial planning process.   You will leave the workshop with your custom financial plan to drive your business growth.

Objective

To understand and create a financial and action plan.

Register

http://scorecardingyour21stcenturybusinessbtc.eventbrite.com/

Thomas W. Aiken, Principal, DKG Group, P.C.

Thomas W. Aiken is a Principal of the DKG Group, P.C.  The DGK Group is a CPA and financial management outsourcing firm providing project based accounting and finance services to a broad range of companies and industries.  Tom’s clients include high-tech manufacturing, social media, medical devices, telecommunications, and software development companies ranging in size from early stage to multimillion dollar multinational corporations. His experience included international mergers and acquisitions, debt and equity creation, Initial Public Offerings, treasury operations, global accounting and financial system implementations, and various Securities and Exchange Commission registrations and filings. He has served on boards of directors and has had responsibility for several multinational organizations.   Prior to joining the DGK Group, P.C. in 2007 Tom was the Senior Vice President and Chief Financial Officer of Prescient Applied Intelligence, a public software company  Vice President and Chief Financial Officer of Lamina Ceramics Inc., Senior Vice President and Chief Financial Officer of Sychip, Inc., Senior Vice President and Chief Financial Officer of GMT Microelectronics Corporation, and Chief Financial Officer of technology companies Teleos Communications Inc., Gandalf Systems Corporation and Infotron Systems Corporation. Tom is a member of the Institute of Management Accountants and co-chair of the Financial Executives subgroup of the Greater Philadelphia Senior Executives Group.

Schedule

Schedule Topics
12:15 Lunch  and Introductions
1:00 Module 1: The Planning Process – Attendees will define what is important to their company, and criteria that will shape their financial decisions.
1:45 Module 2: Key Performance Indicators (KPI) – Attendees will consider and actually identify specific KPIs and a scorecard for their business.
2:45 Break
3:00 Module 3:  Projected Financial Statements – Attendees will learn which projected financial statements will be necessary for long term analysis, bank and investor presentations.
3:45 Consultation: Working Session - Create your useful metrics dashboard of key performance indicators (KPI) tailored to your firm’s objectives.
5:00 Adjourn