Masar-Fintechمسار
Roadmap

The Masar-Fintech roadmap

All 438 episodes of the nine journeys, stage by stage. Live episodes have their video; the rest are coming soon.

Showing 438 of 438 episodes

Accounting for real work and IFRS 52 episodes

Stage 1: Beginner

  1. ACC-E1What the ledger is forComing soon
  2. ACC-E2The accounting equation and the five account typesComing soon
  3. ACC-E3Debits and credits without memory tricksComing soon
  4. ACC-E4The chart of accountsComing soon
  5. ACC-E5Order-to-cash: invoice to ledgerComing soon
  6. ACC-E6Purchase-to-pay: PO to paymentComing soon
  7. ACC-E7Cash, bank and petty cashComing soon
  8. ACC-E8Payroll accountingComing soon
  9. ACC-E9The trial balance as a health checkComing soon
  10. ACC-E10AccrualsComing soon
  11. ACC-E11Prepayments and deferred incomeComing soon
  12. ACC-E12From trial balance to financial statementsComing soon

Stage 2: Intermediate

  1. ACC-E13The month-end close calendarComing soon
  2. ACC-E14Bank reconciliationComing soon
  3. ACC-E15Receivables: ageing and customer reconciliationComing soon
  4. ACC-E16Payables: supplier statements and GRNIComing soon
  5. ACC-E17Balance sheet reconciliations and substantiationComing soon
  6. ACC-E18Inventory (IAS 2)Coming soon
  7. ACC-E19Fixed assets 1: capitalise, componentise, depreciate (IAS 16)Coming soon
  8. ACC-E20Fixed assets 2: disposals, write-offs, verification and the register-to-GL tieComing soon
  9. ACC-E21Intangibles, development costs and cloud software (IAS 38)Coming soon
  10. ACC-E22Revenue (IFRS 15): the five stepsComing soon
  11. ACC-E23Revenue in practice: principal vs agent, variable consideration, returnsComing soon
  12. ACC-E24Leases (IFRS 16): the lesseeComing soon
  13. ACC-E25Provisions and contingencies (IAS 37) and employee benefits (IAS 19)Coming soon
  14. ACC-E26Events after the period, errors and changes (IAS 10, IAS 8)Coming soon
  15. ACC-E27Journal entry controlsComing soon
  16. ACC-E28Year-end close and audit readinessComing soon

Stage 3: Advanced

  1. ACC-E29Financial instruments (IFRS 9): classification and amortised costComing soon
  2. ACC-E30Expected credit loss (IFRS 9) on receivablesComing soon
  3. ACC-E31Impairment of non-financial assets (IAS 36)Coming soon
  4. ACC-E32Deferred tax (IAS 12) and the tax charge in the ledgerComing soon
  5. ACC-E33FX transactions and remeasurement (IAS 21)Coming soon
  6. ACC-E34Intercompany: agreements, matching, netting and settlementComing soon
  7. ACC-E35Consolidation 1 (IFRS 10): control, eliminations and NCIComing soon
  8. ACC-E36Consolidation 2 (IAS 21): translating foreign subsidiariesComing soon
  9. ACC-E37Business combinations (IFRS 3)Coming soon
  10. ACC-E38Associates and joint arrangements (IAS 28, IFRS 11)Coming soon
  11. ACC-E39The cash flow statement (IAS 7), standalone and groupComing soon
  12. ACC-E40Presentation and disclosure (IFRS 18) and the notesComing soon
  13. ACC-E41Quick tour: grants (IAS 20), borrowing costs (IAS 23), investment property (IAS 40), fair value (IFRS 13)Coming soon
  14. ACC-E42Statutory to management reconciliationComing soon

Stage 4: Expert / Leader

  1. ACC-E43Designing the fast closeComing soon
  2. ACC-E44Close KPIs and root causeComing soon
  3. ACC-E45Reconciliation and close automationComing soon
  4. ACC-E46ERP controls for accountantsComing soon
  5. ACC-E47Accounting policy manual and group reporting packComing soon
  6. ACC-E48Internal control over financial reporting and audit findingsComing soon
  7. ACC-E49Leading the R2R or shared-services teamComing soon
  8. ACC-E50E-invoicing and tax technology inside the ledgerComing soon
  9. ACC-E51AI in the close: use cases and controlsComing soon
  10. ACC-E52The chief accountant's yearComing soon

Financial statements and analysis 44 episodes

Stage 1: Beginner

  1. FS-E1Why statements exist and who reads themComing soon
  2. FS-E2The balance sheet: what the business owns and owesComing soon
  3. FS-E3The income statement: from revenue to profitComing soon
  4. FS-E4The cash flow statement: where the cash wentComing soon
  5. FS-E5How the three statements connectComing soon
  6. FS-E6Profit is not cash (curriculum sample)Coming soon
  7. FS-E7The equity statement and the notesComing soon
  8. FS-E8From trial balance to statements: where the numbers come fromComing soon
  9. FS-E9Read an annual report in 30 minutesComing soon
  10. FS-E10Common-size and trend analysisComing soon

Stage 2: Intermediate

  1. FS-E11Margins and growthComing soon
  2. FS-E12Liquidity and the cash conversion cycleComing soon
  3. FS-E13Working capital in depthComing soon
  4. FS-E14Leverage and coverageComing soon
  5. FS-E15Return ratios and DuPontComing soon
  6. FS-E16ROIC and capital employedComing soon
  7. FS-E17Cash flow analysis and free cash flowComing soon
  8. FS-E18Revenue recognition through the analyst's eyeComing soon
  9. FS-E19Inventory and cost of sales analysisComing soon
  10. FS-E20Long-term assets: capitalise, depreciate, impairComing soon
  11. FS-E21Leases, provisions and contingenciesComing soon
  12. FS-E22Taxes in the statements: effective and deferredComing soon
  13. FS-E23The notes that change your viewComing soon
  14. FS-E24Peer and industry benchmarkingComing soon

Stage 3: Advanced

  1. FS-E25Quality of earnings I: recurring profit and accrualsComing soon
  2. FS-E26Quality of earnings II: creative accounting and red flagsComing soon
  3. FS-E27Balance sheet qualityComing soon
  4. FS-E28Cash flow gamesComing soon
  5. FS-E29Segment reportingComing soon
  6. FS-E30Group accounts for analystsComing soon
  7. FS-E31FX in the statementsComing soon
  8. FS-E32Credit analysis I: the lender's viewComing soon
  9. FS-E33Credit analysis II: covenants and the credit memoComing soon
  10. FS-E34Forecasting the three statementsComing soon
  11. FS-E35Valuation I: multiplesComing soon
  12. FS-E36Valuation II: DCF basicsComing soon

Stage 4: Expert / Leader

  1. FS-E37The one-page analyst viewComing soon
  2. FS-E38The board paper on a company analysis (delivery skills: Personal brand E24)Coming soon
  3. FS-E39Presenting to a lenderComing soon
  4. FS-E40IFRS 18 and the new income statementComing soon
  5. FS-E41Analysis at scale and AI with controlsComing soon
  6. FS-E42Leading the analysis functionComing soon
  7. FS-E43Full case: a company analysis for the boardComing soon
  8. FS-E44Full case: renewing the bank facilityComing soon

FP&A 58 episodes

Stage 1: Beginner

  1. FPA-E1What FP&A does all yearLive
  2. FPA-E2The P&L through a planner's eyesComing soon
  3. FPA-E3Your first budget versus actual reportComing soon
  4. FPA-E4Variance basics and the flexed budgetComing soon
  5. FPA-E5Price, volume and mixComing soon
  6. FPA-E6Cost behaviour and break-evenComing soon
  7. FPA-E7Headcount and payroll planningComing soon
  8. FPA-E8Building a budget from driversComing soon
  9. FPA-E9Opex budgeting with cost-centre ownersComing soon
  10. FPA-E10Forecasting basics: run-rate, seasonality and trendComing soon
  11. FPA-E11KPIs and the one-page dashboardComing soon
  12. FPA-E12Writing variance commentaryComing soon

Stage 2: Intermediate

  1. FPA-E13The annual budget process end to endComing soon
  2. FPA-E14Rolling forecast versus annual budgetComing soon
  3. FPA-E15Driver-based model architecture in ExcelComing soon
  4. FPA-E16Revenue models by business typeComing soon
  5. FPA-E17Cost of sales and gross margin with inflation and FXComing soon
  6. FPA-E18Cost variances: rate, usage and efficiencyComing soon
  7. FPA-E19The EBITDA bridgeComing soon
  8. FPA-E20Below EBITDA: depreciation, interest and tax in the forecastComing soon
  9. FPA-E21Working-capital forecastingComing soon
  10. FPA-E22Cash forecasting for planners: the indirect methodComing soon
  11. FPA-E23Capex planning and depreciation schedulesComing soon
  12. FPA-E24The integrated three-statement modelComing soon
  13. FPA-E25Model checks, actuals reconciliation and version controlComing soon
  14. FPA-E26Scenarios and sensitivitiesComing soon
  15. FPA-E27FX and inflation in the planComing soon
  16. FPA-E28Month-end for FP&A: flash, actuals load and the reforecast rhythmComing soon

Stage 3: Advanced

  1. FPA-E29Probabilistic forecasting and Monte Carlo thinkingComing soon
  2. FPA-E30Forecast accuracy and biasComing soon
  3. FPA-E31Zero-based budgetingComing soon
  4. FPA-E32Activity-based budgeting and shared-cost allocationComing soon
  5. FPA-E33Intercompany and transfer pricing in the plan (awareness)Coming soon
  6. FPA-E34The long-range and strategic planComing soon
  7. FPA-E35Market sizing and top-down sanity checksComing soon
  8. FPA-E36Capital allocation: NPV, IRR and paybackComing soon
  9. FPA-E37WACC at entity level and hurdle ratesComing soon
  10. FPA-E38Post-investment reviewComing soon
  11. FPA-E39Value-driver and ROIC treesComing soon
  12. FPA-E40Unit economicsComing soon
  13. FPA-E41Pricing decisions and margin managementComing soon
  14. FPA-E42Consolidation for planners: multi-entity, multi-currencyComing soon
  15. FPA-E43The management packComing soon
  16. FPA-E44The board packComing soon
  17. FPA-E45Storytelling with numbersComing soon
  18. FPA-E46Business partnering: foundationsComing soon

Stage 4: Expert / Leader

  1. FPA-E47Advanced partnering: challenge and saying noComing soon
  2. FPA-E48Planning systems, in general termsComing soon
  3. FPA-E49Data architecture: from ERP to planning to dashboardsComing soon
  4. FPA-E50AI assistants in the planning cycleComing soon
  5. FPA-E51AI agents and automation with controlsComing soon
  6. FPA-E52Forecast governance and one version of the truthComing soon
  7. FPA-E53Designing the planning calendar as a leaderComing soon
  8. FPA-E54Leading an FP&A teamComing soon
  9. FPA-E55Stress tests and plan resilienceComing soon
  10. FPA-E56The CFO agenda: lenders, shareholders and dividendsComing soon
  11. FPA-E57M&A support and integration planning (awareness)Coming soon
  12. FPA-E58The FP&A leader's year and the road to CFOComing soon

Treasury 50 episodes

Stage 1: Beginner

  1. TRS-E1What treasury does and why cash is kingComing soon
  2. TRS-E2Profit is not cash: the treasury viewComing soon
  3. TRS-E3Bank accounts, mandates and signatoriesComing soon
  4. TRS-E4The daily cash positionComing soon
  5. TRS-E5Bank statements and treasury bank reconciliationComing soon
  6. TRS-E6How payments move: local and cross-borderComing soon
  7. TRS-E7Payment controls and fraudComing soon
  8. TRS-E8Collections and cash applicationComing soon
  9. TRS-E9Bank fees, float and the cost of idle cashComing soon
  10. TRS-E10Treasury inside the groupComing soon

Stage 2: Intermediate

  1. TRS-E11The 13-week cash forecast: structureComing soon
  2. TRS-E12Building receipts and payments from the ledgersComing soon
  3. TRS-E13Forecast accuracy and rolling the forecastComing soon
  4. TRS-E14From EBITDA to cash: linking to FP&AComing soon
  5. TRS-E15Working capital and the cash conversion cycleComing soon
  6. TRS-E16Releasing cash from receivablesComing soon
  7. TRS-E17Releasing cash from inventory and payablesComing soon
  8. TRS-E18Short-term funding: overdraft, revolver, term loanComing soon
  9. TRS-E19Islamic finance 1: murabaha, tawarruq and ijaraComing soon
  10. TRS-E20Islamic finance 2: sukuk, wakala and running both in one groupComing soon
  11. TRS-E21Trade finance 1: letters of credit and documentary collectionComing soon
  12. TRS-E22Trade finance 2: bank guarantees and standby LCsComing soon
  13. TRS-E23Reading a facility agreementComing soon
  14. TRS-E24Covenants: calculation, headroom and breachComing soon
  15. TRS-E25Cash pooling and intercompany fundingComing soon

Stage 3: Advanced

  1. TRS-E26FX exposure typesComing soon
  2. TRS-E27Pegs versus float: AED and SAR versus EGPComing soon
  3. TRS-E28FX instruments: spot, forward, swap, optionsComing soon
  4. TRS-E29FX hedging policy and the hedging programmeComing soon
  5. TRS-E30Hedge accounting awareness: IFRS 9Coming soon
  6. TRS-E31Interest-rate and profit-rate riskComing soon
  7. TRS-E32Liquidity risk framework and stress testsComing soon
  8. TRS-E33Counterparty riskComing soon
  9. TRS-E34Investing surplus cashComing soon
  10. TRS-E35Treasury accounting and reportingComing soon
  11. TRS-E36Treasury controls, audit and fraud casesComing soon
  12. TRS-E37Compliance: KYC, AML, sanctions and reporting dutiesComing soon
  13. TRS-E38Treasury management systems and bank connectivityComing soon
  14. TRS-E39Treasury KPIs and the treasury dashboardComing soon
  15. TRS-E40Long-term funding and debt capital markets awarenessComing soon

Stage 4: Expert / Leader

  1. TRS-E41Capital structure and the cost of capitalComing soon
  2. TRS-E42Bank relationship managementComing soon
  3. TRS-E43Negotiating with banksComing soon
  4. TRS-E44Treasury policy and governanceComing soon
  5. TRS-E45Group treasury design: regional centre and in-house bankComing soon
  6. TRS-E46Crisis liquidity and FX shortage playbookComing soon
  7. TRS-E47Treasury in M&AComing soon
  8. TRS-E48Treasury technology strategy and responsible AIComing soon
  9. TRS-E49Sustainability-linked finance and the treasurer's wider agendaComing soon
  10. TRS-E50Leading treasury: team, board and careerComing soon

Tax: UAE and Egypt, KSA awareness 49 episodes

Stage 1: Beginner

  1. TAX-E1Where tax lives in financeComing soon
  2. TAX-E2The tax map: UAE, Egypt, KSAComing soon
  3. TAX-E3Tax in the ledgerComing soon
  4. TAX-E4How VAT worksComing soon
  5. TAX-E5Supply types, place and time of supplyComing soon
  6. TAX-E6Registration and the tax invoiceComing soon
  7. TAX-E7Input tax recoveryComing soon
  8. TAX-E8Reverse charge, imports and designated zonesComing soon
  9. TAX-E9Preparing the UAE VAT returnComing soon
  10. TAX-E10Egypt VAT return, schedule tax, KSA at awarenessComing soon
  11. TAX-E11Withholding tax basicsComing soon
  12. TAX-E12The tax calendar, records and penaltiesComing soon

Stage 2: Intermediate

  1. TAX-E13From accounting profit to taxable incomeComing soon
  2. TAX-E14UAE Corporate Tax: scope, rates, periodsComing soon
  3. TAX-E15UAE CT: the adjustmentsComing soon
  4. TAX-E16Free zones and Qualifying Income (awareness)Coming soon
  5. TAX-E17Tax groups, losses and Small Business ReliefComing soon
  6. TAX-E18Egypt Corporate Income TaxComing soon
  7. TAX-E19WHT advanced: non-residents and treatiesComing soon
  8. TAX-E20Egypt e-invoicing and e-receiptsComing soon
  9. TAX-E21Payroll tax, stamp tax, SME regime (awareness)Coming soon
  10. TAX-E22KSA zakat and income tax (awareness)Coming soon
  11. TAX-E23KSA e-invoicing (Fatoora) and VAT nuances (awareness)Coming soon
  12. TAX-E24Excise tax (awareness: UAE, KSA, Egypt)Coming soon
  13. TAX-E25Current tax provision and ETRComing soon
  14. TAX-E26Tax journals and reconciliationsComing soon

Stage 3: Advanced

  1. TAX-E27Deferred tax 1: temporary differencesComing soon
  2. TAX-E28Deferred tax 2: recognition, disclosure, ETR bridgeComing soon
  3. TAX-E29Uncertain tax treatments (IFRIC 23)Coming soon
  4. TAX-E30Transfer pricing 1: the arm's length principleComing soon
  5. TAX-E31Transfer pricing 2: methods and benchmarkingComing soon
  6. TAX-E32Transfer pricing 3: documentation and disclosureComing soon
  7. TAX-E33Transfer pricing 4: agreements, loans and group policyComing soon
  8. TAX-E34Residence, PE and treaties (awareness)Coming soon
  9. TAX-E35Cross-border payments: WHT, treaties, gross-upComing soon
  10. TAX-E36Tax due diligence and restructuring (awareness)Coming soon
  11. TAX-E37The tax control frameworkComing soon
  12. TAX-E38Tax technology and dataComing soon
  13. TAX-E39Tax audits 1: preparing and managing the auditComing soon
  14. TAX-E40Tax audits 2: disputes, objections, voluntary disclosureComing soon

Stage 4: Expert / Leader

  1. TAX-E41Pillar Two and the UAE DMTT (awareness)Coming soon
  2. TAX-E42Tax strategy and governanceComing soon
  3. TAX-E43Tax forecasting and cash tax planningComing soon
  4. TAX-E44Group structuring with substance (awareness)Coming soon
  5. TAX-E45Leading the tax functionComing soon
  6. TAX-E46Reporting tax risk to the CFO and boardComing soon
  7. TAX-E47Managing regulatory changeComing soon
  8. TAX-E48Tax ethics and professional boundariesComing soon
  9. TAX-E49The tax year at Crescent: putting it togetherComing soon

Audit, internal controls and risk 45 episodes

Stage 1: Beginner

  1. AUD-E1Why controls existComing soon
  2. AUD-E2Risk, control, assurance and the three linesComing soon
  3. AUD-E3Control typesComing soon
  4. AUD-E4Segregation of dutiesComing soon
  5. AUD-E5The delegation of authority matrixComing soon
  6. AUD-E6Documentation and evidenceComing soon
  7. AUD-E7Reconciliations as controlsComing soon
  8. AUD-E8Key controls in purchase-to-payComing soon
  9. AUD-E9Key controls in order-to-cashComing soon
  10. AUD-E10Key controls in record-to-reportComing soon

Stage 2: Intermediate

  1. AUD-E11Payroll and HR controlsComing soon
  2. AUD-E12Physical controls: assets, inventory and cashComing soon
  3. AUD-E13Treasury and payment controlsComing soon
  4. AUD-E14Risk assessment basicsComing soon
  5. AUD-E15Building a risk registerComing soon
  6. AUD-E16Control frameworks in outlineComing soon
  7. AUD-E17The risk-control matrix and process flowchartsComing soon
  8. AUD-E18External audit 1: materiality and the PBC listComing soon
  9. AUD-E19External audit 2: evidence, sampling, representation and the management letterComing soon
  10. AUD-E20Internal audit basicsComing soon
  11. AUD-E21The internal audit engagementComing soon
  12. AUD-E22Testing controls: design and operating effectivenessComing soon
  13. AUD-E23Evaluating deficienciesComing soon
  14. AUD-E24Fraud fundamentalsComing soon

Stage 3: Advanced

  1. AUD-E25Fraud schemes in P2P and O2C and investigation basicsComing soon
  2. AUD-E26IT general controlsComing soon
  3. AUD-E27ERP access and SoD analyticsComing soon
  4. AUD-E28Application controls, interfaces and system reportsComing soon
  5. AUD-E29Data analytics in audit 1Coming soon
  6. AUD-E30Data analytics in audit 2: continuous monitoring and KRIsComing soon
  7. AUD-E31Controls over spreadsheets (end-user computing)Coming soon
  8. AUD-E32Controls over AI in financeComing soon
  9. AUD-E33Third-party and outsourcing controlsComing soon
  10. AUD-E34Compliance controlsComing soon
  11. AUD-E35Business continuity, cyber and operational resilience basicsComing soon
  12. AUD-E36Enterprise risk management and risk appetiteComing soon

Stage 4: Expert / Leader

  1. AUD-E37Governance and the audit committeeComing soon
  2. AUD-E38Governance codes in the UAE, KSA and Egypt (outline, dated)Coming soon
  3. AUD-E39Writing for the board: the audit committee packComing soon
  4. AUD-E40Leading internal auditComing soon
  5. AUD-E41Building and leading a risk and controls functionComing soon
  6. AUD-E42Remediation and control transformationComing soon
  7. AUD-E43Culture, ethics and independence under pressureComing soon
  8. AUD-E44Group controls: subsidiaries, consolidation and management certificationComing soon
  9. AUD-E45The career path to head of audit or riskComing soon

Technical skills: Excel, data and AI 54 episodes

Stage 1: Beginner

  1. TECH-A1The finance-ready sheetComing soon
  2. TECH-A2Formulas finance actually usesComing soon
  3. TECH-A3From messy export to clean tableComing soon
  4. TECH-A4Pivot tables for financeComing soon
  5. TECH-A5Charts and formatting that say one thingComing soon
  6. TECH-B1Data literacy for financeComing soon
  7. TECH-B2Where finance data livesComing soon
  8. TECH-B3SQL I: ask the databaseComing soon
  9. TECH-C1What an AI assistant is and is notComing soon
  10. TECH-C2Using assistants safelyComing soon
  11. TECH-C3Prompt patterns for financeComing soon
  12. TECH-C4Learn with AI and verifyComing soon

Stage 2: Intermediate

  1. TECH-A6Lookups that matterComing soon
  2. TECH-A7Dynamic arraysComing soon
  3. TECH-A8Modelling standardsComing soon
  4. TECH-A9Building a driver modelComing soon
  5. TECH-A10Scenarios and the switchComing soon
  6. TECH-A11Time-value and date functionsComing soon
  7. TECH-B4SQL II: joins, CTEs and windowsComing soon
  8. TECH-B5Data modelling for reportingComing soon
  9. TECH-B6BI tools in general termsComing soon
  10. TECH-B7Your first dashboardComing soon
  11. TECH-B8Visual grammarComing soon
  12. TECH-C5Checking AI output with controlsComing soon
  13. TECH-C6Data privacy and AIComing soon
  14. TECH-C7AI for finance writingComing soon
  15. TECH-C8Excel with AIComing soon
  16. TECH-C9Analysing data with AIComing soon
  17. TECH-C10Building a simple HTML tool with AIComing soon

Stage 3: Advanced

  1. TECH-A12LET: formulas you can readComing soon
  2. TECH-A13LAMBDA and custom functionsComing soon
  3. TECH-A14Power Query I: import and cleanComing soon
  4. TECH-A15Power Query II: merge, parameters, refreshComing soon
  5. TECH-A16Power Pivot I: the data modelComing soon
  6. TECH-A17Power Pivot II: DAX for financeComing soon
  7. TECH-A18Error-proofing a modelComing soon
  8. TECH-B9Dashboard design for executivesComing soon
  9. TECH-B10Data qualityComing soon
  10. TECH-B11Data governance for financeComing soon
  11. TECH-B12An automated report with controlsComing soon
  12. TECH-C11Automating Excel with AIComing soon
  13. TECH-C12What an AI agent isComing soon
  14. TECH-C13Agents for reconciliationsComing soon
  15. TECH-C14Agents for variance commentaryComing soon
  16. TECH-C15Agents for the closeComing soon
  17. TECH-C16Evaluating AI in financeComing soon

Stage 4: Expert / Leader

  1. TECH-A19Model auditComing soon
  2. TECH-A20Leading Excel at scaleComing soon
  3. TECH-B13The finance data strategyComing soon
  4. TECH-B14Leading analytics in financeComing soon
  5. TECH-C17Governance of AI in financeComing soon
  6. TECH-C18Build versus buy and the cost caseComing soon
  7. TECH-C19Leading AI adoption in financeComing soon
  8. TECH-C20The AI-enabled finance roadmapComing soon

Business and career skills 44 episodes

Stage 1: Beginner

  1. BIZ-A1One number, one messageComing soon
  2. BIZ-A2Choosing the right chartComing soon
  3. BIZ-A3Declutter the slide and the tableComing soon
  4. BIZ-B1From scorekeeper to partnerComing soon
  5. BIZ-B2Learning the businessComing soon
  6. BIZ-C1Interests versus positionsComing soon
  7. BIZ-C2Preparing a negotiationComing soon
  8. BIZ-D1The finance career mapComing soon
  9. BIZ-D2The finance CVComing soon
  10. BIZ-D3LinkedIn basics for financeComing soon
  11. BIZ-D4Job search, referrals and applicationsComing soon

Stage 2: Intermediate

  1. BIZ-A4Writing commentary people readComing soon
  2. BIZ-A5The one-page summaryComing soon
  3. BIZ-A6Bridges that tell the storyComing soon
  4. BIZ-B3Partnering with salesComing soon
  5. BIZ-B4Partnering with operations and supply chainComing soon
  6. BIZ-B5Partnering with HRComing soon
  7. BIZ-C3Influence without authorityComing soon
  8. BIZ-C4Negotiating with suppliers and customers (bank facilities: Treasury E43)Coming soon
  9. BIZ-D5Behavioural interviews and your storyComing soon
  10. BIZ-D6Technical finance interview: accountingComing soon
  11. BIZ-D7Technical interview: FP&A and modellingComing soon
  12. BIZ-D8Case interviews and take-home tasksComing soon
  13. BIZ-D9Evaluating and accepting an offerComing soon

Stage 3: Advanced

  1. BIZ-A7Presenting the pack liveComing soon
  2. BIZ-A8Dashboards and KPI storiesComing soon
  3. BIZ-B6Challenging without conflictComing soon
  4. BIZ-B7Decision support and business cases with the businessComing soon
  5. BIZ-C5Internal negotiations: budgets, headcount, deadlinesComing soon
  6. BIZ-C6Difficult conversations and escalationComing soon
  7. BIZ-D10The first 90 days as an analystComing soon
  8. BIZ-D11The first 90 days as a managerComing soon
  9. BIZ-D12Analyst to manager: the mindset shiftComing soon
  10. BIZ-D13Running the team's rhythmComing soon
  11. BIZ-D14Managing performanceComing soon

Stage 4: Expert / Leader

  1. BIZ-A9The board-level narrativeComing soon
  2. BIZ-A10Delivering bad news with credibilityComing soon
  3. BIZ-B8Stakeholder mapping and trust at senior levelComing soon
  4. BIZ-B9Building and measuring the partnering functionComing soon
  5. BIZ-C7Negotiating your package, and multi-party cross-cultural dealsComing soon
  6. BIZ-D15Hiring, developing and successionComing soon
  7. BIZ-D16Routes to CFO: controller, FP&A, treasury and beyondComing soon
  8. BIZ-D17Thinking like a CFOComing soon
  9. BIZ-D18Your five-year plan, mentors and credentialsComing soon

Personal brand and executive presence 42 episodes

Stage 1: Beginner

  1. BRAND-E1The good one nobody seesComing soon
  2. BRAND-E2Your strengths, with evidenceComing soon
  3. BRAND-E3Your value in numbersComing soon
  4. BRAND-E4Your story in 30 secondsComing soon
  5. BRAND-E5Your one brand promiseComing soon
  6. BRAND-E6Respect, our wayComing soon
  7. BRAND-E7Be visible without noiseComing soon
  8. BRAND-E8The people who must know youComing soon
  9. BRAND-E9Your manager is your first audienceComing soon
  10. BRAND-E10Capstone 1: Your brand fileComing soon

Stage 2: Intermediate

  1. BRAND-E11Speak in the first ten minutesComing soon
  2. BRAND-E12Disagree without conflictComing soon
  3. BRAND-E13Your voice and your paceComing soon
  4. BRAND-E14The email to the CFOComing soon
  5. BRAND-E15The one-page memoComing soon
  6. BRAND-E16The variance commentary that gets readComing soon
  7. BRAND-E17The tough questionComing soon
  8. BRAND-E18Saying "I don't know" wellComing soon
  9. BRAND-E19The decision deckComing soon
  10. BRAND-E20Preparing to presentComing soon
  11. BRAND-E21Capstone 2: Present to ExComComing soon

Stage 3: Advanced

  1. BRAND-E22Executive presence: what it really isComing soon
  2. BRAND-E23Body language in our roomsComing soon
  3. BRAND-E24Presenting to the BoardComing soon
  4. BRAND-E25Managing upComing soon
  5. BRAND-E26Earning the CFO's trustComing soon
  6. BRAND-E27How the CEO thinksComing soon
  7. BRAND-E28Your LinkedIn profileComing soon
  8. BRAND-E29Your first ten postsComing soon
  9. BRAND-E30Your written voiceComing soon
  10. BRAND-E31Networking, our wayComing soon
  11. BRAND-E32Mentors and sponsorsComing soon
  12. BRAND-E33Capstone 3: Board slide and public presenceComing soon

Stage 4: Expert / Leader

  1. BRAND-E34A content systemComing soon
  2. BRAND-E35Speaking at eventsComing soon
  3. BRAND-E36A public mistakeComing soon
  4. BRAND-E37Your brand during a job moveComing soon
  5. BRAND-E38The first 90 days after promotionComing soon
  6. BRAND-E39The team's brandComing soon
  7. BRAND-E40Sponsor your peopleComing soon
  8. BRAND-E41Being the finance voice the business asks forComing soon
  9. BRAND-E42Capstone 4: The brand yearComing soon

Watch first, across journeys

A suggested sequence, never a lock: these episodes help with the later one, and every lesson is open whatever you have watched.

FirstThen
FS-E1 to FS-E6FPA-E1
ACC-E3 to ACC-E9FS-E2
TECH-A1 to TECH-A6FPA-E15
FS-E12 to FS-E13TRS-E15
ACC-E12TAX-E3
AUD-E1 to AUD-E3ACC-E43 to ACC-E52
BIZ-A1 to BIZ-A3FPA-E43
TECH-C5 to TECH-C7FPA-E51
the whole BIZ-D strandBRAND-E11
BRAND-E20 to BRAND-E24FPA-E55 to FPA-E58