CPE Course CFO Series: Balance Sheet Management

June 11, 2019

8:30am — 4:15pm

Location Manchester

Member Price $259.00Register after May 21 and pay $279.00
Non-member Price $359.00Register after May 21 and pay $379.00

Curriculum Accounting & Audit

Field of Interest Accounting (General), Finance

Level Intermediate

Designed For

This series is for people who are, or aspire to be, chief financial officers.  The discussions will be most appropriate for people in medium-sized organizations.




Each day of Executive Education’s CFO Forum consists of an expert, leading discussions about four different topics.  We feature high-quality presentations and the interactive, executive level colleague-to-colleague approach, which enhances your learning experience. 

The 4 Topics Discussed

Balance Sheet Management: The Least Understood Risk (2 Accounting credits)

Most companies manage their income statement, but many organizations virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable problems.  This session discusses how to analyze and manage your financial statements more holistically allowing you to identify and correct balance sheet issues early.  The session will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk.  Every organization needs these skills!

Participants will learn:

1.      To see your organizations balance sheet as other’s see it

2.      How leverage affects debt capacity and risk

The Cost of Capital: Why You Should Use It (2 Accounting credits)

Every business needs capital, and capital has a cost.  Debt and equity providers demand a return and the combination is the organization’s cost of capital.  This session discusses how to calculate the cost of capital, how to use it to make superior business decisions every day and some common ways organizations misuse this number.

Who should understand your organization’s Cost of Capital?  You do!  Even if you are not yet the CFO, you need to thoroughly understand the Cost of Capital and its use.  Knowing the Cost of Capital allows managers to literally “Get the biggest bang for the buck.”  If you want to enhance your corporate finance skills, this session is for you.

Participants will learn:

1.      Why your organizations capital costs matter

2.      How to calculate your organization’s cost of capital

Debt Versus Equity: Which Will Your Organization Need Next? (2 Accounting credits)

Your organization needs capital and there are numerous financing alternatives.  How do you choose whether to raise debt or equity?  What are the key considerations and the advantages of each? 

This session will provide real examples and detail the process to decide between debt and equity.  Why would one be a better choice today and the other be a better choice tomorrow?  If you want to enhance your corporate finance skills, this session is for you.

Participants will learn:

1.      The merits of various types of financing

2.      How to tell what type of financing your organization should seek next

Build Your Personal Net Worth (2 Finance credits)

By the nature of our work and training, financial professionals are more sophisticated than the general population about their own personal finances.  However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth.  If you are dissatisfied with the speed that you are accumulating savings, this session will help put you on the right track.  Even if you are meeting your goals, this session will provide insights and ideas that will add to and reinforce what you may already be doing.

Participants will learn:

1.      What millionaires do differently

2.      Strategies for building your portfolio


Don Minges, MBA

Don Minges is a fractional CFO who worked in diverse industries at various development stages. His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has experience raising equity for several growing firms and has invested equity capital into promising businesses. He has served on the Board of Directors of many firms. He graduated with highest honors from the Fuqua School of Business at Duke.close


Management experience helpful


Executive Education, Inc.

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