Category: Finance

5 Pointers on Launching a Successful IPO Strategy

In late 2015, Truck Hero, a designer, manufacturer, supplier and e-commerce retailer of accessories for pickup trucks, had as much momentum as a runaway Mack. The fast-growing sales of its aftermarket products were tapping into America’s pickup-truck boom. Looking forward, the company had ambitious plans for an initial public offering. The IPO was projected to raise about $240 million, placing the Ann Arbor, Mich.-based company on the New York Stock Exchange.

Read More »

Companies Using Non-GAAP Metrics Should Watch Out for the SEC

Companies that utilize non-GAAP metrics—the “adjusted” financial measures that do not comply with generally accepted accounting principles, or the GAAP standard set of accounting rules followed in the U.S., may need to prepare for closer scrutiny by the Securities and Exchange Commission in the future.

Read More »

Mid-Marketers Want to Bring Back Community Banks

It’s become axiomatic among small- and mid-market CEOs and their advocates that the Dodd-Frank financial reforms of 2010 disproportionately hampered the community banks on which these companies so rely for capital. Meanwhile, another piece of legislation made it more difficult for startups to use credit-card financing to bootstrap their way through infancy.

Read More »

Innovation Through Financial Data: 5 Metrics That Matter

Deep within public financial data are insights that can reveal huge opportunities for growth. Most CEOs leave the financial data to the experts as they have enough to deal with between making strategic decisions around growth, efficiency and profitability. However, it’s a missed chance for CEOs to really understand the bigger picture. Understanding the benefits hidden within public financial data can be too rewarding to pass off to another colleague.

Read More »

How CEOs Can Fix the Flaws in Their Risk-Sensing Programs

Risk sensing harnesses analytics in the risk management space, scanning big data to generate insights into strategic risks—that is, when done right. A new Deloitte/Forbes Insights study found that four in five (80%) companies have risk sensing capabilities. However, many companies’ risk sensing efforts today have potentially serious flaws.

Read More »
  • Get the CEO Briefing

    Sign up today to get weekly access to the latest issues affecting CEOs in every industry
  • Roundtable

    Strategic Planning Workshop

    1:00 - 5:00 pm

    Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process

    Executives expressed frustration with their current strategic planning process. Issues include:

    1. Lack of systematic approach (70%)
    2. Laundry lists without prioritization (68%)
    3. Decisions based on personalities rather than facts and information (65%)

     

    Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns.  They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning.  Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process.  This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented.  If you are ready for a Strategic Planning tune-up, select this workshop in your registration form.  The additional fee of $695 will be added to your total.

    To sign up, select this option in your registration form. Additional fee of $695 will be added to your total.

    New York, NY: ​​​Chief Executive's Corporate Citizenship Awards 2017

    Women in Leadership Seminar and Peer Discussion

    2:00 - 5:00 pm

    Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations. 

    Limited space available.

    To sign up, select this option in your registration form. Additional fee of $495 will be added to your total.

    Golf Outing

    10:30 - 5:00 pm
    General’s Retreat at Hermitage Golf Course
    Sponsored by UBS

    General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.

    The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.

    To sign up, select this option in your registration form. Additional fee of $295 will be added to your total.