UNLOCKING FINANCIAL SUCCESS FOR EMERGING GROWTH LEADERS

Are you an emerging growth leader looking to take your organization to new heights?

Don’t miss out on our highly engaging and informative workshop, “Unlocking Financial Success for Emerging Growth Leaders,” where we’ll dive deep into the critical aspects you need to know to drive your organization’s success.

Led by seasoned industry experts and successful CFOs, this workshop will provide you with actionable insights, real-life examples, and a roadmap to steer your organization towards financial excellence.

During this interactive 90-minute session, you'll gain invaluable insights and practical strategies to:

  • Understand key financial metrics and ratios that impact your business's performance.
  • Master the art of cash flow management and forecasting to ensure financial stability.
  • Develop a comprehensive budgeting and forecasting process aligned with your growth goals.
  • Identify and mitigate risks that could hinder your organization's progress.
  • Craft a robust financial plan and strategy that supports your business objectives.
  • Foster effective communication and collaboration between finance and other departments.
  • Leverage technology and automation to streamline financial processes and improve efficiency.
  • Continuously enhance your financial leadership skills through ongoing learning and development.

July 26th, 2023

9AM - 11AM PST (Workshop & Networking)

100 Bayview Circle, Suite 4300 Newport Beach, CA, 92660

Request for Event Landing Page

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Valuation Planning

Blueprint CFO will work with executive leadership to determine shareholder value, and run various models to determine estimated company valuation. Together, we will determine milestone objectives to increase shareholder value and track company performance in relation to these targets. We will review your company’s organic and acquisition growth options to create shareholder value, and emphasize tax planning to optimize shareholder value upon a sale or purchase. We can also focus on Initial Public Offering (IPO) Planning and Readiness.

Analytics & Business Intelligence

We believe that being data-driven is key to profitability. As such, we can help you create meaningful dashboards and scorecards for your business, analyzing performance against key performance indicators and other factors. Our profitability reporting and analysis tools will help drive business decision-making and provide insights into trends, predictions, results, and potential strategic direction moving forward.

Goal Setting & Tracking

Our team can partner with company leadership to establish goals and objectives for the company, for both the short and long term. Additionally, we will help leaders develop meaningful Key Performance Indicators (KPIs) to track and measure results.

Insurance & Tax Planning

Blueprint CFO can work with businesses to review insurance needs and requirements, as well as plan for taxes and R&D credits.

Human Resources

We can assist your HR department with employee benefits planning, and can also perform compensation studies to ensure best practices are implemented across the business.

Accounting & Finance Support

Whether you have an internal team in place or need more hands-on assistance, Blueprint CFO can oversee and advise your accounting and finance department. From preparing general ledger transaction entries to completing month-end closes, forecasting to crafting financial statements, developing customized reporting packages to implementing more effective software, Blueprint CFO can bring you everything from a supportive junior or senior accounting team, all the way to high-level strategic CFO consulting.

Mergers & Acquisitions

Blueprint CFO can partner with company leadership to improve strategic business plans and assist with the development of organizational growth strategy. We can also create financial reporting packages and proformas for capital raises, investments, acquisitions and/or banking requirements, and provide due diligence on company-focused deals.

Financial Planning

We can prepare, create and/or review financial statements. This includes providing trend analysis, developing cash flow projections, and tracking operational and financial performance, with insight into budget and forecast variances.

Banking Services

Our team can help your company to establish high-level banking relationships, and offer expert advice and support when it comes to sourcing bank loans, etc. Additionally, we can review and determine the optimal capital structure for refinancing or a liquidity event.

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