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Home › Resources › Finance & Accounting

Resource Topic: Finance & Accounting

Resources
  • Sep 1 2020
  • xlsm

2020 Q2 SNAPS Report

  • Topics
  • Finance & Accounting
  • SNAPS
  • Categories
  • Finance/Accounting

Detailed 2nd Quarter 2020 SNAPS Data Report​

Resources
  • Jun 18 2020
  • xlsm

2020 Q1 SNAPS Report

  • Topics
  • Finance & Accounting
  • SNAPS
  • Categories
  • Finance/Accounting

Detailed 1st Quarter 2020 SNAPS Data Report​

Resources
  • Mar 24 2020
  • xlsm

2019 Q4 SNAPS Report

  • Topics
  • Finance & Accounting
  • SNAPS
  • Categories
  • Finance/Accounting

Detailed 4th Quarter 2019 SNAPS Data Report​

2019 Q3 SNAPS Report
  • Dec 5 2019
  • xlsm

2019 Q3 SNAPS Report

  • Topics
  • Finance & Accounting
  • SNAPS
  • Categories
  • Finance/Accounting

Detailed 3rd Quarter 2019 SNAPS Data Report​

Resources
  • Sep 17 2019
  • pdf

2019 CFO Planning Session – Goals for 2020

  • Topics
  • CFO
  • Finance & Accounting
  • Meetings Materials
  • Categories
  • Finance/Accounting

Discussion notes for the Strategic Planning – Goals Session 

Resources
  • Sep 17 2019
  • pdf

2019 CFO Best Practices – Session II

  • Topics
  • CFO
  • Finance & Accounting
  • Meetings Materials
  • Categories
  • Finance/Accounting

Strategic Planning Budgeting and Forecasting Succession/Workforce Planning Goals for 2020

Resources
  • Sep 17 2019
  • pdf

2019 Banking Relationships

  • Topics
  • CFO
  • Finance & Accounting
  • Meetings Materials
  • Categories
  • Finance/Accounting

Peak Alarm’s Recent Experience Converting from Local Bank, Asset Based Lending to  Security Industry Bank, Contract Based   

Resources
  • Sep 17 2019
  • pdf

2019 Metrics – Valuation – Selected Slides

  • Topics
  • CFO
  • Finance & Accounting
  • Meetings Materials
  • Categories
  • Finance/Accounting

Valuation Trends and Drivers in the Current Market Environment (2017)

Resources
  • Sep 17 2019
  • pdf

2019 SNAPS, Metrics and KPIs

  • Topics
  • CFO
  • Finance & Accounting
  • Meetings Materials
  • SNAPS
  • Categories
  • Finance/Accounting

SNAPS – Caluculation & Uses  Measure discrete aspects of the business “Apples-to-Apples” comparisons/benchmarking Modeling/projections Captial raise, valuation, sale

Resources
  • Sep 17 2019
  • pdf

2019 One Good Idea Summary from CFO Conference

  • Topics
  • CFO
  • Finance & Accounting
  • Meetings Materials
  • Categories
  • Finance/Accounting

Summary of Problem/Solution presented by each attendee 

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