Fiscal Doctor

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enterprise risk management

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CROs, CFO & Value Based ERM leaders: Articulating Risk Appetite

Myths and Guidelines for Organizations & Stakeholders– Public, Private and Nonprofit

December 15, 2014 – Palo Alto, CA and Atlanta, Georgia – Enterprise risk management (ERM) expert and speaker Gary W. Patterson co-presented “Articulating Risk Appetite: Guidelines for Organizations & Stakeholders.” http://info.metricstream.com/risk-appetite.html

Find your million dollar blind spot before it finds you: learn what is risk appetite; why should you care; how to handle it better; examples; guidelines; and myths and misconceptions.

As a part of the risk management process, it is imperative for the management to understand the magnitude of these risks in pursuit of their business objectives, and how the organization’s products and offerings can be mapped to these risks.

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.

Call 678-319-4739 to discuss your situation.

About MetricStream

MetricStream is the market leader in enterprise Governance, Risk, Compliance (GRC) and Quality Management software, content, and consulting.  Solutions and domain experts help companies thrive in today’s increasingly mobile, social, global, and complex business landscape. It’s enterprise solutions are used by leading corporations in diverse industries such as financial services, healthcare, pharmaceutical, medical device, high tech manufacturing, energy, manufacturing, food and beverages and automotive to manage their risk management programs, quality processes, regulatory and industry-mandated compliance and corporate governance initiatives..  http://www.metricstream.com

About Gary W Patterson.

FiscalDoctor Inc. 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 / Stanford MBA, speaks regularly on growth, strategic contingency planning, corporate governance, risk management, achieving corporate financial goals, and building long-term wealth. 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 risks. Visit his website at https://fiscaldoctor.com and “free” fiscal fitness test at https://fiscaldoctor.com/fiscal-quiz/ , or call 678-319-4739.

risk assessment to uncover opportunities to accelerate and risk to minimize
risk assessment to uncover opportunities to accelerate and risk to minimize

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Best Practices for Evaluating & Understanding Enterprise Risk Management (ERM) Issues

ExecSense, Selects ERM / ORM Expert Gary W. Patterson to Lead Discussion

July 8, 2014 – San Francisco, CA and Atlanta, GA – Gary Patterson, FiscalDoctor®, international enterprise risk management (ERM) and operations risk management (ORM) expert and speaker, was selected by the speaker board of ExecSense to lead a webinar titled “CFO Best Practices for Evaluating and Understanding Enterprise Risk Management Issues.” The webinar is now available at http://www.execsense.com/cfo-best-practices-for-evaluating-and-understanding-enterprise-risk-management-issues.html Patterson’s webinar focused on the need to convert ERM programs into a ROI positive process, instead of a check the box Sarbanes Oxley expense:

  • Point 1: Award winning risk management programs are worthless, even damaging, when they are overridden or ignored.
  • Point 2: Consistently categorize risk opportunities and exposure for likelihood and magnitude.
  • Point 3: What are the 3 issues which could take down your project or company?

 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 improvement.

Let him help you find your million dollar blind spot before it finds you.

About Gary W. Patterson

Gary W. Patterson, president & CEO of FiscalDoctor®, has been interviewed or presented internationally at over 110 of the leading and most prestigious publications and groups in the world and helped over than 200 companies of all sizes during 30 years, spanning supply chain, technology, transportation, construction, and service industries.

His book Million Dollar Blind Spots: 20/20 Vision for Financial Growth provides best practices 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.

Find your Million Dollar Blind Spot before it finds you.
Find your Million Dollar Blind Spot before it finds you.

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

 

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Lack Of Strategic Information Can Leave Money On The Table

Says High Growth ERM expert and Speaker Gary W Patterson, the FiscalDoctor

July 11, 2014 – Birmingham, United Kingdom and Atlanta, Georgia – Enterprise risk management (ERM) expert and speaker Gary W. Patterson  article  “Lack Of Strategic Information Can Leave Money On The Table ” published by Financier Worldwide’s  publication Risk & Compliance http://riskandcompliancemagazine.com/

His writes that the benefits of providing a timely information package are threefold.

  • Firstly, directors are  positioned to offer insightful, well-thought out recommendations if they get the materials early having time to review and think about the issues that are on the table. The board’s focus on strategic issues is the best use of their time and where they can add value to the overall enterprise.
  • Secondly, the CEO and board members receive the gift of time to reflect and collaborate on the key strategic issues that will help the company grow and prosper.
  • Finally, effective internal control over financial reporting and information security is a requirement of good governance which can be fulfilled by careful distribution of the information package.

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 Financier Worldwide

Financier Worldwide is a leading publisher of news and analysis on the global business and finance market place. With leading products such as the monthly print publication, Financier Worldwide Magazine, the organisation has become recognised as a leading source of intelligence to the business and corporate advisory community.  www.financierworldwide.com  

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.

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

 

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Business Leaders and Directors Focused on Profitable Growth

How to Manage Risks as Your Business Grows – Growth Expert Gary W. Patterson Interview

 June 4, 2014 – Sydney, Australia and Atlanta, GA – Gary Patterson, FiscalDoctor®, international growth, enterprise risk management (ERM) and operations risk management (ORM) expert and speaker, was interviewed by Resilium (AU) on How to Manage Risks as Your Business Grows.

http://www.resilium.com.au/advice-centre/business-finance/how-manage-risks-your-business-grows#.U2rN4fldXNk

Key points covered include:

(1)  How can a business assess its fiscal fitness and get in shape?

(2)  Drive responsibility within your business

(3)  Grow top-line revenues

(4)  Reduce risks

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 Resilium

Resilium is part of the Suncorp Group, the largest general insurer of Australians when measured by Gross Written Premium. The Group has around 9 million customers and almost 16,000 employees. They’re also a Top 25 ASX listed company, with over $95 billion in assets.

 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 more 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 take a “free” strategic 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.

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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