The Characteristics of World Class Financial Organizations

The contemporary world-class financial organization focuses on the generation of sustainable and enduring value for stockholders and other stakeholders. Learn how financial professionals integrate the disciplines of valuation and risk management in order to achieve this goal, and how traditional metrics of success are modified to support the financial function.

This course is available as a 4 or 8 hour session and can be tailored to Basic, Intermediate and Advanced Levels.

Learning Objectives
  • Define the external and internal factors that enable successful outcomes at business entities
  • Apply these factors to the participants’ industry sector and/or organization
  • Gain knowledge to integrate these assessments into a synergistic business plan

Major Topics
  • Project Valuation
  • Risk Management
  • Portfolio Theory
  • Integrated Thinking, Planning, Management, and Reporting
  • Organizational Longevity Metrics
  • Social and Behavioral Factors
  • Decision Analysis
  • Qualitative and Non-financial Disclosures

Who Should Attend

CFOs, Controllers, Financial Professionals, and CPAs

Fields of Study
Business Management & Organization


Experience as a Controller, CFO, or Manager

Business Learning Institute

CPE Credits


This course is available for your group as:


Let's Roll!

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