Module 7

• Financial Objectives
• Financial Drivers
• Key Performance Indicators (KPIs)
• Quadruple Bottom Line (QBL)

Ray Link is a graduate from the State University of NY at Buffalo where he majored in accounting. He began his professional at Price Waterhouse. After 4 years as an accountant, he attended the Wharton School at the University of Pennsylvania for his MBA. Upon graduation he began a career in high technology working for Harris Corporation in Florida. Later, he joined a tech company and guided it through its IPO and later merged it with TriQuint Semiconductor in Portland, Oregon where he served as CFO. In 2005, he joined FEI Company, the world’s leading supplier of electron microscopes, as its CFO and remained there until his semi-retirement in 2015. Ray is on the board of directors of FormFactor, Inc. (NASDAQ: FORM) and nLight Inc. (LASR). He is also a Fellow with the National Association of Corporate Directors, an active licensed CPA, and a finance instructor at UC Santa Barbara. He and his wife Jill reside in Montecito.

This course provides a foundation for understanding basic financial aspects for managers and business owners. We will cover the fundamental concepts of managerial finance, measuring and analyzing financial performance, review of key financial ratios and indicators, working capital management, enterprise valuation considerations, investor considerations, raising capital, and financial markets. 

• Understand the objectives of financial reporting, analyze financial statements, review key financial ratios, key performance indicators, and assess earnings quality
• Understand the general concept of working capital management, long-term investment considerations and capital markets
• Understand the key factors influencing the valuation of a company and investor expectations

• You will understand the basic financial statements and how they are used and interpreted
• You will be able to communicate with your financial managers, bankers and investors and have a better understanding of what they are saying and asking for
• You will be able to better monitor and manage your business using financial ratios and key performance indicators
• You will understand long-term investments considerations and capital markets

For those participants who are not familiar with financial and accounting terminology or need a refresher, I recommend the following book. It is a quick read and a great resource to have on your shelf: Financial Intelligence, Revised Edition: A Manager's Guide to Knowing What the Numbers Really Mean. By Karen Berman and Joe Knight | Feb 19, 2013. Buy it on Amazon

Description how participants will apply the acquired new materials in the afternoon—either with the instructor OR with the two facilitators.

The Pocket Reference Card will be given to you at the end of the session. A downloadable version will be available after the class is completed.