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Value CreationWorkshopUpcoming
Value Creation Workshop: Building Your Financial Foundation
February 6, 202510:00 AM ET3 hours
About This Event
A hands-on workshop covering the financial transformation from basic bookkeeping to strategic finance capabilities.
Your financial systems are either enabling your growth or holding it back. In this intensive
workshop, we'll work through the practical steps to transform your finance function from
basic bookkeeping to a strategic capability that drives better decisions and higher valuations.
This is a working session—come prepared to assess your current state and leave with a
concrete action plan.
Agenda
10:00 AM
Financial Maturity Assessment
10:45 AM
Building Financial Visibility
11:30 AM
Break
11:45 AM
Strategic Planning & Forecasting
12:30 PM
Action Planning & Wrap-up
What You'll Learn
Speaker
MC
Michael Chen
Director, Value Creation
Michael specializes in operational and financial transformations for mid-market companies preparing for exit.
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