Alliance Cases

The implicit understanding among Alliance members is that, in exchange for their willingness to share their own experience and knowledge, they gain access to the extraordinary collective wisdom of the Alliance community of CEOs. Our members do amazing things and we've been collecting some of their "lessons learned" in Case Studies that preserve and highlight the wealth of knowledge in our membership. We also interview our members from time to time on matters of interest, and you'll find their thoughts here as well.

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Finance - Search Results (10)

Preparing for the Next Wave in Data Privacy
June 01, 2018

Alliance members Ian Cohen of Experian Consumer Services, Himanshu Dwivedi of Data Theorem, Ted Elliott of Jobscience, Ju-kay Kwek of Switchboard Software, Ersin Uzun of Palo Alto Research Center (PARC), and Christy Wyatt of Dtex Systems, discuss the sweeping new Data Privacy and GDPR rules taking effect, and how organizations should reconsider the ‘what, where and why’ behind their data practices.

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Case categories include: Finance   Human Resources   International Business   Marketing   Operations   Sales   Strategy & Planning   Technology   Trends   

Rajesh C. Subramaniam

Scaling Up Starts with Looking In
October 21, 2015

Businesses are run by people. When people liberate themselves from indecision resulting from insecurity, their businesses benefit and are more suited to scaling up. This case study features Alliance member, Rajesh C. Subramaniam, CEO & Founder of embedUR systems, who made good use of an Alliance presentation designed to identify and present the obstacles of his business' growth, and questioned whether Rajesh was a contributing factor.

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Case categories include: Executive Development   Finance   Leadership   

Rick Martig

How Much Should you Risk for Growth?
January 23, 2013

Before you lay down a significant bet, spend time and effort on assessing market predictability, execution competency and your team’s forecasting acumen.  Then make the decision about your spending velocity and the level of risk that is prudent.

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Case categories include: Entrepreneurship   Finance   Leadership   Sales   Strategy & Planning   

Belinda Tsao-Nivaggioli

Wrestling with a Rat
November 04, 2009

What happens when a CEO's board misplaces its trust in a manipulating advisor who holds the company hostage.

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Case categories include: Ethics   Finance   Leadership   

Your Loan Is In or Near Default—Here’s What You Should Do
March 10, 2009

Scott Smith of Hanson Bridgett provides guidance to business owners on how to prevent loan defaults, as well as what to do if one occurs.

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Case categories include: Executive Development   Finance   

Robert Sher

Outlasting Hard Times
October 11, 2008

 Run any business for long enough and you'll go through a down cycle. This article identifies some practical tips on preparing your business for hard times, and surviving them when they come.

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Case categories include: Finance   Strategy & Planning   

Five Mistakes CFOs Need to Avoid in a Volatile Economy
October 10, 2008

An overwhelming 91 percent of finance leaders agree that the economic crisis is not yet over, and in fact may just be beginning. This was the finding of Tatum’s October Survey of Business Conditions, based on responses from over 400 corporate leaders. The economy has reached a historic critical point, and business leaders face a daunting situation.  So how do CEOs and CFOs lead amid chaos? No one can predict the future right now, but Tatum’s national Restructuring Practice has helped hundreds of businesses emerge from distressed economic conditions and they offer practical advice for avoiding certain critical mistakes during this time of extreme pressure.

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Case categories include: Finance   Strategy & Planning   

Rick Whitsell

The Story Matters
February 06, 2006

Keeping your lender updated about your business is critical, especially when your financial performance is less than stellar. Understand how banks view loans, some signs that a bank is worried about you, and when to take action.

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Case categories include: Finance   

JR Matthews

Don’t Take Money from Strangers
January 24, 2006

CEOs often don't do enough research on private equity investors offering money. The result is that they bring into the ownership group powerful people with different agendas and styles, and thus, lots of conflict. A number of key checkpoints are delineated.

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Case categories include: Finance   

Paul White

Leadership with Other People’s Money
October 21, 2005

Building a business with other people's money certainly isn't any easier than bootstrapping. It takes the right connections, hard work, an understanding family, and a solid opportunity. Hear the details of Paul White's story.

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Case categories include: Finance   Leadership