What is this?

This is a series of exercises designed to help you develop your firm's CFO services.

  • Think more strategically

  • Develop the language of business to build credibility with your business clients

  • Generate revenue from your CFO services

Exercise 1

Long-term vs. Short-term Considerations

In Exercise 1, we focus on how a CFO can help a business balance its short-term and long-term priorities. Most businesses have long-term goals, and achieving these long-term goals might require some investment. But a business ALSO must consider short-term needs. A CFO plays a crucial role in helping a business to balance these short-term and long-term needs. This first exercise focuses on this challenge!

Here's what you'll do!

    1. Get Started!

    2. Build Your CFO Business: Long-term vs. Short-term Considerations -- Exercise 1 Video

    3. Exercise 1 Workbook

    4. Exercise 1: Long-term vs. Short-term Considerations

    5. Build Your CFO Business: Long-term vs. Short-term Considerations -- Discussion of Exercise 1 Responses

    6. Discussion of Exercise 1 Responses -- Workbook

Instructor

Mark Ferris

Chairman & CEO Panalitix

Mark is an entrepreneur who has founded, built and 'exited' numerous businesses realizing success for shareholders, employees, customers and acquirers. He has a particular interest in software, solutions and service businesses and frequently writes on related topics.