Content Provider
Clarusadvisors

Sponsored by
Sageworks logo
Demystifying sageworks

DE-MYSTIFYING THE CASH FLOW DISCUSSION

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Do your clients eyes glaze over every time you attempt to have an in-depth financial conversation that goes beyond gross sales and minimizing taxes? You know the importance of cash flow and the tools required to improve it, but do you know how to work with business owners to implement substantive changes that will improve earnings and increase the value of the enterprise? This webinar will give you the tools to break through the “language” barrier and allow you to better assist your clients and improve your value to them.

Learning Objectives

  • Identifying appropriate success metrics.

  • Effective strategies for instilling financial discipline.

  • Presentation and modeling tools to facilitate discussion.

Linkedin

Rich Greene

Clarus Advisors, LLC
CEO

(314) 406-0898

Clarusadvisors

Rich Greene is a proven leader with a record of success in meeting and exceeding objectives. His varied business experiences, both domestic and international, have provided him with a keen understanding of a wide array of industries, including; manufacturing, distribution, publishing, “green” technologies, health care, agriculture and retail. He has worked with clients ranging in size from $1 million in revenue to over $1 billion. A decisive strategist, collaborating with boards and executive teams, his design and implementation solutions have consistently led to the success of the operations in which he has been involved. He has helped companies grow and thrive in an assortment of economic environments. He works to ensure that the organizations’ tactics (sales, account & finance, IT, operational delivery and HR are aligned with the capital resources available, and that controls and processes are in place to achieve the company’s stated objectives. He is a noted author (Building Value: The 5 Keys for Achieving Success) and speaker. As a leader, Mr. Greene employs a holistic, open coaching style that empowers his clients to achieve both their organizational and personal goals. In addition to his corporate achievements, Mr. Greene is committed to giving back to the community. He serves on a variety of Not-for-Profit boards, encompassing health, family and poverty services, and the arts.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Sageworks logo
Sageworks is a financial information company that provides commercial lending, credit risk and portfolio risk solutions to financial institutions and provides financial analysis and valuation applications to accounting firms and private companies. Through these markets, the company has created the largest real-time database of private-company financial information in the United States, analyzed over 9 million loans and aggregated the corresponding loan data.