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Fiscal Doctor

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June 7, 2014 by fiscaldoctor

Avoid Disruption to Your Nonprofit: How to spot the “Black Swan”

Nonprofit Executive Directors and Executive Directors – Opportunity

Avoid Disruption to Your Nonprofit: How to spot the “Black Swan”: Warns ERM Expert

May 29, 2014 – Santa Margarita, California and Atlanta, Georgia – Enterprise risk management (ERM) expert and speaker Gary W. Patterson (http://charitychannel.com/author/gary-patterson/), FiscalDoctor®’s article Avoiding Disruption to Your Nonprofit: How to spot the “Black Swan” published  by Charity Channel asks: how do you, with limited time and resources, uncover black swans and use them to your nonprofit’s advantage? His article is thought provoking in challenging accepted thinking. http://charitychannel.com/avoiding-disruption-nonprofit-spot-black-swan/

He presents three key thoughts:

  • Even the best-run nonprofit organizations sometimes face disruptive events that, in hindsight, could have been avoided.
  • Finding and addressing a black swan in time before it impacts your organizations surplus or deficit is more valuable than a bluebird bequest of the same amount of top line dollars.
  • There are three tests that you can apply to a situation to determine whether or not you have found a true black swan:

Clients call him their FiscalDoctor® and just as every person needs a medical doctor; every organization needs a FiscalDoctor and periodic fiscal checkups. He also supports special projects for risk assessments, enterprise risk management (ERM), operational risk management (ORM), fiscal checkups, corporate governance, strategic planning updates, and strategic growth diagnostics.

What blind spots are you knowingly or unknowingly allowing to put organizational mission and goals at risk?

About Fiscal Doctor Inc.

FiscalDoctor Inc. enables growth through leverage you did not know you had and works with leaders to uncover million dollar holes to make the best business decisions and dramatically accelerate correct fiscal leadership decisions. This helps leaders gain control of their financial destinies and capitalize on hidden high return opportunities, while limiting their exposure to risk. Patterson, a Big 4 CPA with a MBA degree from Stanford University, speaks regularly on topics such as corporate governance, risk management, strategic contingency planning, achieving corporate financial goals, and building long-term wealth.

About Gary W. Patterson

Gary W. Patterson, president & CEO of FiscalDoctor®, has been interviewed or presented internationally at over 100 of the leading and most prestigious publications and groups in the world and helped over than 200 companies during 30 years, spanning nonprofit, supply chain, technology, transportation, construction, and service industries for companies ranging from SMB to INC 500 (2) to Fortune 2000.

His most recent book Million Dollar Blind Spots: 20/20 Vision for Financial Growth provides cutting edge follow-up for blind spots: how to identify them, and exploit opportunities and mitigate risk related to million dollar blind spots. Visit his website at https://fiscaldoctor.com and “free” fiscal fitness test at https://fiscaldoctor.com/fiscal-quiz/ , or call 678-319-4739.

© 2014 Gary W. Patterson. All rights reserved.tel. #.  ###

risk assessment to uncover opportunities to accelerate and risk to minimize

risk assessment to uncover opportunities to accelerate and risk to minimize

Filed Under: news Tagged With: board of directors enterprise risk management

May 19, 2014 by fiscaldoctor

Strategic Orientation M & A Process

Click on the underlined link below for a PowerPoint summary of the M&A process from beginning to end showing steps to be taken through closing activities.

M&A Process

Filed Under: Timely Reports Tagged With: acquisition best practices enterprise risk management strategic

May 19, 2014 by fiscaldoctor

Example of a Cap Table For Life of Your Financing Decision

The PDF link below contains an example of how  the percentage of an organization changes from inception through multiple stages of financial growth.

cap table model

 

 

Filed Under: news Tagged With: angel investor cap table capitalization financial analysis VC

May 19, 2014 by fiscaldoctor

Accelerate Your Prosperous Year By Addressing Blind Spots Now

This supply chain publication let me share this brief article with tips on how to improve your ability to meet your goals for the year.

http://www.inddist.com/blogs/2014/05/accelerate-your-prosperous-year-addressing-blind-spots-now

 

 

Filed Under: Timely Reports Tagged With: Atlanta snowstorm best practices cash revenues risk assessment Atlanta

May 13, 2014 by fiscaldoctor

Growth and Enterprise Risk Management Expert / Speaker Gary W. Patterson

Will Attend National Speakers Association’s (NSA) San Diego Convention

 April 28, 2014 – San Diego, CA and Atlanta, GA – Enterprise risk management (ERM) and profitable growth expert Gary W. Patterson, FiscalDoctor®, will attend the National Speakers Association’s (NSA) San Diego convention on June 28th to July 2nd.  http://www.nsaspeaker.org/attend/convention/

Patterson enables growth through leverage you did not know you have. He works with leaders to Drive responsibility through your management team, grow top line revenues and reduce risks by making the best business decisions to dramatically accelerate correct fiscal leadership decisions uncovering Million Dollar Blind Spots©. This helps leaders gain control of their financial destinies and capitalize on hidden high return opportunities, while limiting exposure to risks. Patterson, a Stanford MBA/ Big 4 CPA, speaks regularly on topics such as risk management, strategy, planning, achieving corporate financial goals, and building long-term wealth on topics including:

  • When the Up is Down
  • How to Change Blind Spots into 20/20 Vision
  • How to take Risks out of your Business:  (Strategic Plan or Business Continuity Plan)
  • Avoid these 5 Biggest Mistakes in Growing Your Business
  • Board in a Bottle: Is Your Board Working in a Financial Vacuum
  • How to Help Your Boss Ace The Embarrassment Quiz
  • There Is A Threat On The Horizon: The Horizon Is 4 Inches From Your Nose

Clients call him their FiscalDoctor® and just as every person needs a medical doctor; every business needs a FiscalDoctor and periodic fiscal checkups. He also supports special projects for risk assessments, enterprise risk management (ERM), operational risk management (ORM), fiscal checkups, corporate governance, strategic planning updates, and strategic growth diagnostics.

About Gary W. Patterson

Gary W. Patterson, president & CEO of FiscalDoctor®, has been interviewed or presented internationally at over 100 of the leading and most prestigious publications and groups in the world and helped over than 200 companies during 30 years, spanning supply chain, technology, transportation, construction, and service industries.

His most recent book Million Dollar Blind Spots: 20/20 Vision for Financial Growth provides cutting edge follow-up for blind spots: how to identify them, and exploit opportunities and mitigate risk related to million dollar blind spots. Visit his website at https://fiscaldoctor.com and “free” fiscal fitness test at https://fiscaldoctor.com/fiscal-quiz/ , or call 678-319-4739.

© 2014 Gary W. Patterson. All rights reserved.tel. #.  ###

 

Enabling growth through leverage you did not know you had.
Enabling growth through leverage you did not know you had.

Filed Under: News Tagged With: best practices budgetary control business leadership decisions ERM

May 6, 2014 by fiscaldoctor

Enabling Growth Through Leverage You Did Not Know You Had©

ExecSense, Selects Growth Expert Gary W. Patterson to Lead

April 21, 2014 – San Francisco, CA and New York, NY – Gary Patterson, FiscalDoctor®, international growth, enterprise risk management (ERM) and operations risk management (ORM) expert and speaker, was selected by the speaker board of ExecSense to lead a series of webinars with a common theme enabling growth. After hunkering down to survive the last 5 years, leaders want to take advantage of growing markets with a catapult to breakout of hunker down mode into top line growth.

Clients call him their FiscalDoctor® and just as every person needs a medical doctor; every business needs a FiscalDoctor and periodic fiscal checkups. He also supports special projects for risk assessments, enterprise risk management (ERM), operational risk management (ORM), fiscal checkups, corporate governance, strategic planning updates, and strategic growth diagnostics.

1. CEO Best Practices for Managing Expectations With Your Board of Directors

http://www.execsense.com/ceo-best-practices-for-managing-expectations-with-your-board-of-directors.html

 2. What Board Members Need to Know About Interpreting & Analyzing Financial Statements

 http://www.execsense.com/what-board-members-need-to-know-about-interpreting-analyzing-financial-statements-understanding-the-most-important-parts-of-income-statements-balance-sheets-and-cash-flow-statements-that-impact-board-members.html

3.  What Board Members Need to Know About Interpreting & Analyzing Cash Flow Statements

http://http://www.execsense.com/what-board-members-need-to-know-about-interpreting-analyzing-cash-flow-statements.html

4. Analyzing  & Interpreting Income Statements for Board Members

http://http://www.execsense.com/analyzing-interpreting-income-statements-for-board-members.html

5. Positioning Yourself for Board Member Seats as a CFO

http://http://www.execsense.com/positioning-yourself-for-board-member-seats-as-a-cfo.html

6. Best Practices for Establishing 2014 Goals for Your Management Team as a CFO

http://http://www.execsense.com/best-practices-for-establishing-2014-goals-for-your-management-team-cfo.html

7. What General Counsel Need to Know About Interpreting & Analyzing Financial Statements

 http://www.execsense.com/what-general-counsel-need-to-know-about-interpreting-analyzing-financial-statements-understanding-the-most-important-parts-of-income-statements-balance-sheets-and-cash-flow-statements.html

About ExecSense

The World’s Largest Publisher of eLearning Webinars, eBooks & Podcasts for Business Executives. ExecSense, a service from the Financial Times, is the world’s largest publisher of professional webinars, eBooks, eDocuments and podcasts, producing 1,000+ new programs every year and replaying thousands of others from our vast library of digital thought leadership.

http://www.execsense.com/about-company

 About Gary W. Patterson

Gary W. Patterson, president & CEO of FiscalDoctor®, has been interviewed or presented internationally at over 100 of the leading and most prestigious publications and groups in the world and helped over than 200 companies during 30 years, spanning supply chain, technology, transportation, construction, and service industries for companies ranging from SMB to INC 500 (2) to Fortune 2000.

His most recent book Million Dollar Blind Spots: 20/20 Vision for Financial Growth provides cutting edge follow-up for blind spots: how to identify them, and exploit opportunities and mitigate risk related to million dollar blind spots. Visit his website at https://fiscaldoctor.com and “free” fiscal fitness test at https://fiscaldoctor.com/fiscal-quiz/ , or call 678-319-4739.

Enabling growth through leverage you did not know you had.
Enabling growth through leverage you did not know you had.

 

© 2014 Gary W. Patterson. All rights reserved.tel. #.  ###

 

Filed Under: news Tagged With: acquisition balance sheet best practices board of directors budget business leadership decisions CEO corporate governance financial risk management

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Gary W. Patterson, The Fiscal Doctor

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Contact No: 678-319-4739
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812 Hallbrook Lane, Alpharetta, GA 30004
Contact No: 678-319-4739
Email: info (at) fiscaldoctor (dot) com

Copyright © 2016 - All Rights Reserved - Website Design by Pixelion Art

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