WMAFP Fall Forum

I had the honor of joining my colleague, Roberta Jelinek on Thursday, September 18^th in a presentation to the West Michigan Association of Financial Professionals at their Fall Forum.  What a great group!  I had the pleasure of sitting in on some other presentations that day.  All had valuable content, and some really insightful dialogue ensued.  If you’re a financial professional in West Michigan, and already a member, you’re part of a great association.  If you’re not a member, I encourage you to check them out!

If you’ve been following some of our posts over the past months, we collaborated on a series about selecting and nurturing the best possible capital investments amid financial uncertainty.  In our WMAFP Fall Forum presentation, we covered how to select the capital projects with the highest likelihood of success using 4 Key Selection Criteria.

That’s a great starting point, but there are 5 Implementation Best Practices and 5 Key Principles to keep “top of mind” throughout selection and implementation that will greatly increase the likelihood that the projects you choose to fund will succeed long term.  Margins, and the capital pools they fund, have recovered in some economic sectors.  Even so, if your organization is like most, the recent surge in innovation probably translates to still having more capital project ideas on the table than there are funds to pay for them.  This presentation, culminating from that series of blog posts, can help you Get the Most out of Limited Capital.  Contact either of us for material and / or a free initial consultation.

Jeff