Building a World Class Financial Services Business

Book Description

The goal of financial planning practices is to sumultaneously make money for their clients while also creating equity value within the business itself. This book by Don Schreiber, Jr. teaches financial planners how to turn their practices into institutional quality businesses.

Customer Reviews:

Great book for those building a fee-based business!.......2002-07-12

If you're a successful adviser (whether commission or fees) this is a great book for insight on institutionalizing your practice. The commission=salesperson= own a job, not a business scenario is right on. Great templates and tools to apply right away.
Worth checking out along with Deena Katz book.

Making the Numbers Count: The Accountant As Change Agent on the World Class Team (Corporate Leadership)

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Accountants HAVE to be integral to Lean transformation!
knock your socks of accounting if there is such a thing

Making the Numbers Count: The Accountant As Change Agent on the World Class Team (Corporate Leadership)
Brian H. Maskell
Manufacturer: Productivity Press
ProductGroup: Book
Binding: Hardcover

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ASIN: 1563270706

Book Description

Maskell challenges you to take a fresh look at your accounting systems and then clarifies world class methods required for innovative, proactive management accounting. As we move our analytical skills into new areas of the production organization and abandon many of the traditional methods, there are new techniques we must learn.

The average management accountant is woefully ignorant of the company's processes and procedures. They do not have a clear understanding of the accounting and administration procedures because these tend to be complex and convoluted. As well, very few management accountants have more than a passing knowledge of the manufacturing processes -- not to mention the engineering and technology the product uses.

To be a valuable contributor to your organization, you must be intimately familiar with the company's products, processes, markets, and customers. You must also have a clear understanding of what people in other departments think, feel, and do. These things are not learned in training classes; They are learned by taking the time and effort -- often in your own time -- to get alongside other people in your organization and become a part of the team.

Customer Reviews:

Accountants HAVE to be integral to Lean transformation!.......2003-02-19

Maskell takes a baseball bat to the Accounting Bee Hive with a call to ACTION for Accounting to become an integral part of the transformation of their business.

Concise, with clear steps to creating an improvement plan, the book is meant to start a dialogue among the Accounting community that will inevitably lead to a fundamental shift in how Accountants see their role in the organization. "Traditional Management Accounting is irrelevant at best," is enough to wake up even the stauchest dyed-in-the-Wool Cost Accountants and start them on a path to looking forward in the organization instead of focusing on past results.

knock your socks of accounting if there is such a thing.......2002-04-06

This is a modern and fresh look at accounting the way it should be. When the universities start teaching this to our future accountants we may once again lead the world at our own game.

Activity Based Costing: The Key to World Class Performance

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Activity Based Costing: The Key to World Class Performance
Peter L. Grieco , and Mel Pilachowski
Manufacturer: PT Publications Inc
ProductGroup: Book
Binding: Hardcover

Company Profiles | Biography & History | Business & Investing | Subjects | Books

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Book Description

Accounting results have little to do with the activities that take place on the factory floor, in administrative offices or out in the sales field. The traditional practice of accounting leads to a number of faults which end up weakening American businesses. Two of the most prominent problems are:

The emphasis on financial measurements diverts us from improvement.
Traditional cost systems hinder excellence by hiding the elements of cost.

Activity Based Costing (ABC) helps your organization search out cost drivers and assign them directly to products and services, so that you know exactly how much each costs. All too often, our businesses are putting time and effort into projects which are losing money because overhead is under-applied.

Activity Based Costing shows you how to monitor and control activities in order to bring true costs into the open. This attention to the production line will inevitably result in savings to your bottom line. Each chapter focuses on an important facet of this new costing paradigm. You will find out how to:

Recognize the changes required to make your organization less wasteful and more competitive.
Identify the components of Total Cost and cost activities, the foundation of achieving World Class status.
Develop the product/service cost equation.
Streamline your organization into a World Class agile manufacturing environment.
Prepare cost accounting for technology changes.
Perform life cycle costing - from development to market satisfaction.
Guarantee continuous improvement.
Implement Activity Based Costing.

Book Description

In response to innovations in manufacturing, Japanese companies have developed new management accounting techniques. Here, in 33 articles, dozens of experts reveal proven accounting practices with case studies, surveys, and the latest research. This book shows how to transform existing accounting structures into companywide cost management programs. More than 30 chapters cover how to use target pricing to achieve and assure market share; target costing to reduce costs and raise profits; why to focus on return on sales instead of return on investment; and why cost management, like quality and productivity, is the responsibility of all employees.

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World-Class Accounting and Finance
C. J. McNair
Manufacturer: McGraw-Hill
ProductGroup: Book
Binding: Hardcover

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Book Description

World-Class Accounting and Finance offers nonfinancial people a working knowledge of basic and advanced accounting and finance principles.

ABA Contact Center Conference: Accelerate the path to profitability through world-class practices.: An article from: Bank Marketing

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ABA Contact Center Conference: Accelerate the path to profitability through world-class practices.: An article from: Bank Marketing

Manufacturer: Bank Marketing Assn.
ProductGroup: Book
Binding: Digital

General | Business & Investing | Subjects | Books

Book Description

This digital document is an article from Bank Marketing, published by Bank Marketing Assn. on January 1, 2003. The length of the article is 3038 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: ABA Contact Center Conference: Accelerate the path to profitability through world-class practices.
Publication: Bank Marketing (Magazine/Journal)
Date: January 1, 2003
Publisher: Bank Marketing Assn.
Volume: 35 Issue: 1 Page: 37(5)

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Creating Value through World-class Financial Management.: An article from: Government Finance Review

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Creating Value through World-class Financial Management.: An article from: Government Finance Review
Lisa G. Jacobson
Manufacturer: Government Finance Officers Association
ProductGroup: Book
Binding: Digital

General | Business & Investing | Subjects | Books

Management | Management & Leadership | Business & Investing | Subjects | Books

Book Description

This digital document is an article from Government Finance Review, published by Government Finance Officers Association on August 1, 2000. The length of the article is 5142 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Creating Value through World-class Financial Management.
Author: Lisa G. Jacobson
Publication: Government Finance Review (Magazine/Journal)
Date: August 1, 2000
Publisher: Government Finance Officers Association
Volume: 16 Issue: 4 Page: 33

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Developing a strategy for world class business. (Checklist 009).: An article from: Checklists

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Developing a strategy for world class business. (Checklist 009).: An article from: Checklists

Manufacturer: Chartered Management Institute
ProductGroup: Book
Binding: Digital

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Book Description

This digital document is an article from Checklists, published by Chartered Management Institute on January 1, 2001. The length of the article is 1736 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Developing a strategy for world class business. (Checklist 009).
Publication: Checklists (Magazine/Journal)
Date: January 1, 2001
Publisher: Chartered Management Institute
Page: NA

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Identifying world-class customer service goals.: An article from: Bank Marketing

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Identifying world-class customer service goals.: An article from: Bank Marketing
Ann Biere
Manufacturer: Bank Marketing Assn.
ProductGroup: Book
Binding: Digital

General | Business & Investing | Subjects | Books

Management | Management & Leadership | Business & Investing | Subjects | Books

Book Description

This digital document is an article from Bank Marketing, published by Bank Marketing Assn. on November 1, 1997. The length of the article is 470 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

From the supplier: Banking institutions as service-oriented organizations need to put customers on top of their priority lists. It is important for banks to assess the level of their customer service performance to determine how they fare in the face of stiff market competition. Customer service measurement systems should be put in place as essential elements of banking strategies and business marketing plans. Implementing this system requires a thorough analysis of service objectives and performance based on established customer service standards.

Citation Details
Title: Identifying world-class customer service goals.
Author: Ann Biere
Publication: Bank Marketing (Magazine/Journal)
Date: November 1, 1997
Publisher: Bank Marketing Assn.
Volume: v29 Issue: n11 Page: p37(1)

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Jump-start success: how to set up a world-class internal audit function.(Cover Story): An article from: Journal of Accountancy

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Jump-start success: how to set up a world-class internal audit function.(Cover Story): An article from: Journal of Accountancy
Bruce Caplain
Manufacturer: American Institute of CPA's
ProductGroup: Book
Binding: Digital

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Book Description

This digital document is an article from Journal of Accountancy, published by American Institute of CPA's on February 1, 2005. The length of the article is 3561 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Jump-start success: how to set up a world-class internal audit function.(Cover Story)
Author: Bruce Caplain
Publication: Journal of Accountancy (Refereed)
Date: February 1, 2005
Publisher: American Institute of CPA's
Volume: 199 Issue: 2 Page: 34(5)

Article Type: Cover Story

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Book Description

Organizational change may well be the most oft-repeated and widely embraced term in all of corporate America-but it is also the least understood. The proof is in the numbers: Nearly two-thirds of all change efforts fail, and they carry with them huge human and economic tolls. Lacking any overarching paradigm for change, executives of large, underperforming organizations have been left with little guidance in how to choose the strategies that will lead them to sustained success.

In Breaking the Code of Change, editors Michael Beer and Nitin Nohria provide a crucial starting point on the journey toward unlocking our understanding of organizational change. The book is based on a dynamic debate attended by the leading lights in the field-including scholars, consultants, and CEOs who have led successful transformations-and presents a series of articles, written by these experts, that collectively address the question: How can change be managed effectively?
Beer and Nohria organize the book around two dominant, yet opposing, theories of change-one based on the creation of economic value (Theory E), and the other on building organizational capabilities for the long haul (Theory O). Structured in an unusual and engaging point-counterpoint style, the book enlists the reader directly in the debate, providing a comprehensive overview of the strengths and weaknesses of each theory along every dimension of the change process-from motivation to leadership to compensation issues.

The editors argue that the key to solving the paradox of change lies not in choosing between the two processes, but in integrating them. They identify the crucial considerations leaders must make in selecting strategies that satisfy shareholders and develop lasting organizational capabilities. With a groundbreaking conceptual framework applicable to established corporations and small organizations alike, Breaking the Code of Change is a unique and authoritative contribution to academic research and management practice on the process of organizational change.

Michael Beer is the Cahners-Rabb Professor of Business Administration at Harvard Business School. Nitin Nohria is the Richard P. Chapman Professor of Business Administration at Harvard Business School.

Customer Reviews:

Human factor and business.......2003-07-15

Human factor and business
Michael Beer and Nitin Nohria's have present a framework toward as an integrative theory of change. Theory E has as its purpose the creation of economic value, often expressed as shareholder value. Its focus is on formal strong hierarchy structure and systems. It is driven from the top down with extensive help from consultants and financial incentives. There's know room the creative managers. You must agreed to the objects (make and keep the shareholders happiest man in town no matter what) that the top commands and demands.

Theory O has as its purpose the development of the organization's human capability to implement strategy and to learn from actions taken about the effectiveness of changes made. Its focus is on the development of a high-commitment culture. Its means consist of high involvement, and consultants and incentives are relied on far less to drive change. Change is emergent, less planned and programmatic. Here there's know place for silos but teamwork and personal development.

Resolving the Tension between Theory E and O
It is vary tempting if you find a business model that can boots the business finance, there's a big chance that you will follow that lead. But this can turn out on the short run well for the business and especially for the shareholders. But on the long run this have a great deal of stress on the employers by taken the human factor out of the workspace, and make the workplace a money machine. The authors argue strategies that works only on behave of the shareholders will not survive in the long run. To solve this problem one must look further than the shareholders and deeper than the business objectives (theory O). There must be a cultural transformation. Everyone must work for the same goal and not draining the gaol for the sake of the CEO. To make the cultural transformation, there will be more benefits to the organization in the long run. Finally this will create a win-win situation for the organization employees and the shareholders.

Even in the change literature are changing. In breaking the code of change the authors have may very well suggest that the old change agents like Weick, Pettigrew, Bennis, Argyris have lost contact whit the reality, they don't have the vision, the energy.
They are not change agents but organization development that help curtain organization to function within the circumstances under the economic situation of that particular moment. At the end of the book Beer and Nohria conclude that these agents didn't succeed to break the code of change.

The interesting thing is when you look at the company's the authors consider that make the loop from good to great, you will be surprise if you think that the good to great company's are IBM, Microsoft, Enron, Shell, well not anymore if you're, if you're looking for the company's that embodied the leadership that make the loop from good to great. Don't look for the company's that appear on the front page, or the company's that make the news. But look around the corner. My advise study this book, search for the human factor, and make your notes and act according to your vision. You may be surprise how in the smallest things you can be the one that turns things around from good to great. Good study material for organization consultants, HRM and MBA's.

Finally--clear reasons about what works and what doesn't.......2003-04-16

When I read this book, I felt that I had been missing the obvious for a long time. The authors provide an explanation about why most of the changes in organizations don't work, whether they are Theory E or Theory O, and how you can combine the two for meaningful and effective results. Their work is based on lots of experience and for me they finally explained what the problem is--and what to do about it. As a change agent, this book gave me great new thinking with which to practice my craft.

A thoughtful, no hype, solid content book.......2002-06-05

I have just finished reading this book and have been rewarded, as a "change" practitioner, this book adds real value in bringing the streams of change together. It is rare when I read a book on the subject and find it rewarding, enhancing what I do at the coal face. No, quick fix recipes but a thoughtful, well constructed set of ideas that do justice to this complex subject. I would reccomend this book to those who want to get beyond "listmania" and into some real thinking of what is involved in the dynamics of change.

A Must, If You Do Not Wish To Get Lost Between HH.RR & OD.......2001-05-05

Mike Beer has been for some time now clarifying the issues involved in Corporate Cultures, Human Capital, and Organizational Change. In this recent book Dr. Beer has done what SHOULD have been done decades ago: Linking several fields by providing useful Framework. This book synthesizes fields "apparently" diverse such as: Organizational Design with People & Team Profiling with Organizational Profiling and Human Dynamics. It is a precise, concise, extremely effective, and much needed book.

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Organization Theory: Tension and Change
David Jaffee
Manufacturer: McGraw-Hill Humanities/Social Sciences/Languages
ProductGroup: Book
Binding: Paperback

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ASIN: 0072341661

Book Description

Organization Theory: Tension and Change provides the most current and concise analysis of the development and evolution of organizational theories, forms, and practices, from the rise of the factory system to the emergence of the virtual global organization. Using a wide variety of examples and applications from private- and public-sector organizations, the text emphasizes the tensions, contradictions, and paradoxes inherent in all organizational arrangements. In addition to the classic themes such as scientific management, human relations, rational bureaucratic models, and environmental models, the book explores emerging organizational forms based on lean and flexible production, post-bureaucracy, alliancess, and networks, virtual organization and information technologies, corporate cultures, learning organizations, transnational commodity chains, and post-modernism.

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