CFO/Controller Best Practices

Managing the Sales Pipeline

Course Overview:
This course explains the sales pipeline planning process by differentiating key pipeline planning categories and identifying strategies for addressing different scenarios. It is intended to help those in a financial planning role analyze and work within the sales pipeline structure to increase sales.

Learning Objectives:

After completing this course, participants should be able to:
  • Identify the different types of sales in the sales pipeline.
  • Specify strategies for working within different sales pipeline scenarios.
  • Determine appropriate time horizons and planning targets given the different type of situations seen in the sales pipeline.

  • Prerequisites/Advanced Preparation:


    Speaker / Author:

    Bernie Brown, The Power of We's CEO, has over 25 years' experience advising companies in CFO and VP of Treasury roles for both public companies and family-owned businesses. A Delaware licensed CPA, Bernie has worked with companies experiencing fast growth, reorganization, recapitalization, acquisition and divestiture.

    Bernie now runs his own consulting company that helps small to midsize organizations improve their financial performance, forecasting, internal controls, and cash management. He has helped organizations improve efficiencies through information selection and implementation processes. He also helps bring management teams together through team building and financial education sessions.


    Price (USD)

    Standard: $24.95


    Course Code : 99BRO11

    Release Date : 02/20/2015
    Expire Date : 03/01/2022
    Credits :
    CPE 1.00
    QAS 1.00

    Course Level : Basic
    Course Type : New Standards
    Length : 50min
    Passing Grade : 70%
    Field Of Study : Finance
    Theme : CFO/Controller Best Practices

    Format Type : eLearning
    Mobile Compatible

    Returning Subscribers

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