Video: Reviewing Vista with the Client
Video: Reviewing Vista with the Client
This video highlights a couple of things. One is a conflict/resolution issue around sharing out the name of the client to someone else. The second is how we used Vista to conduct a monthly review call. Ultimately I think this is something the CSM role is going to be able to own. Please watch. These are work in process but helpful to review
Performing an intake of Projects for Cash Flow Advisory
Performing an intake of Projects for Cash Flow Advisory
Here is a video where we supported a client in building out their projections through the end of 2021. While this is designed to aid in cash flow advisory, you will see that I managed the projections on an accrual basis (easier to have an accrual based projection conversation). Give it a watch on some strategies for navigating "looking ahead:
Video: Reviewing a Cash Flow Advisory and Vista SOW - FP&A
Video: Reviewing a Cash Flow Advisory and Vista SOW - FP&A
Here is a link to a video where we reviewed an SOW of cash flow advisory and Vista with a client.
https://www.dropbox.com/s/w123zrlz7u99hnt/zoom_0.mp4?dl=0
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