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Master Capital Allocation

4.5 (116)

Blair Cook, CPA (US), CA-UK, MBA

Executive Finance Partner Inc.

  • CPA (CA)
  • CMA
  • CPA (US)

Published: July, 2021

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Before starting this self study program, please go through the instructional document.

Overview

  • Operators vs. Allocators
    5 mins
  • Capital allocation decision are obvious after the fact
    10 mins
  • Centralized capital allocation requires aggregating the cash
    20 mins
  • Shining the spotlight on hidden value
    31 mins
  • Think of valuation in a long term context
    42 mins

Course Description

“A process of how businesses divide their financial resources and other sources of capital to different processes, people, and projects.” is called capital allocation.

Often overlooked as a central theme, capital allocation decisions are vital in determining the future of the company and, as such, are some of the most important responsibilities of company management.

Market-leading companies not only achieve success through their business results but also by properly allocating capital in a way that is most beneficial to shareholders.

In this CPE course we are going to tackle capital allocation, that is, how the CEO, and you as their strategic partner, go about deploying cash inside the business.  CEOs, CFOs, and Boards are ultimately measured on their record of generating returns for their shareholders.

The single most important determinant of shareholder returns is capital allocation.  Knowing what tools, you have available and when to use them is the key. 

In this continuing education course, we’ll look how and when you source cash.  We’ll will also look at the strategies behind selecting the most optimal use of that cash, which may include buying back shares in yourself.

This online CPE course takes a compelling look at how to master capital allocation to create shareholder value and competitive advantages for your organization.

Major topics covered in this online CPE webinar:

  • How capital allocation can be used to supersize shareholder returns?
  • How to define capital allocation and evaluate cap allocation decisions?
  • Operating sources of cash
  • Investment of capital
  • Cash raised from financing
  • Dividends and repurchases

In this online CPE course, we also take a look at the six traits of highly successful CEOs, such as Jack Welch and Warren Buffet, who have proven to be masters of capital allocation over decades of creating astounding results for their shareholders.

Click here to access more webinars of the speaker Blair Cook a many-time active financial executive, corporate director, author, speaker and thought leader.

Learning Objectives

  • To define what is capital allocation and identify the relevant tools
  • To identify and evaluate sources of cash generated by the business
  • To evaluate different investment opportunities
  • To integrate financing strategy with capital allocation to preserve flexibility and maximize returns
  • To evaluate uses of surplus cash to pay dividends and/or repurchase shares

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Forensic Accountant
  • Senior Accountant
  • Young CPA

Testimonial

4.5

(116)
66%
19%
12%
2%
1%

JB

Very good explanation.

RF

n/a

MK

Great job! To the point and I learned a lot.

RK

Good presentation

RS

Very good

HN

myCPE is great