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Master Capital Allocation

  • CPA (CA)
  • CMA
  • CPA (US)

Published: July, 2021

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

  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

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

Recommended For

  • This online CPE webinar is recommended for CPA, CMA, CFO, CEO, Other Top Management Personnel, and Business owners interested in mastering capital allocation.

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
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit for Certified Management Accountants (CMA)

Presenter

About Presenter

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

Partner Executive Finance Partner Inc.

Blair is a many-time and active financial executive, corporate director, author, speaker, and thought leader.  His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canada’s podcast series “CPA Success Podcast.” He works with real businesses experimenting with theories and best practices to share his experiences and stories with others of what works, what doesn’t, and what was learned.  He is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.


About Company

Executive Finance Partner Inc.

www.executivefinance.ca/

Executive Finance Partners is a globally focused professional development, strategic consulting, and thought leadership firm. We are a group of passionate financial executives and professional corporate directors focused on development of aspiring finance executives.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

121 Ratings

Excellent

80

Very Good

24

Average

14

Poor

2

Terrible

1

JB

Joseph Bejjani, ACCA

Aug 27th, 2021

Very good explanation.

RF

Robert Finazzo, CPA (US)

Aug 24th, 2021

n/a

MK

Michael Kritner, CPA (US)

Aug 23rd, 2021

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

RK

Rachel Knapp, CPA (US)

Aug 15th, 2021

Good presentation

RS

Ryan Scharfenberg, ACCT/BK

Aug 12th, 2021

Very good