Capital Intelligence
Capital Intelligence™ is a self‑paced executive course for non‑CFO C‑suite leaders that transforms how you allocate capital, culminating in a board‑ready Capital Command Brief you can take straight into your next meeting.
Course Introduction
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General Disclaimer, Copyright & Intellectual Property Notice
Session 1: The Language Gap
FREE PREVIEWSession 1 Slides
Exercise 1.1: The Gap Inventory
FREE PREVIEWExercise 1.2: The Language Gap Case Study — Your Own Experience
FREE PREVIEWExercise 1.3: The Capital Intelligence Framework™ — First Mapping
FREE PREVIEWWorkbook Session 1 - Discussion Board Prompt
FREE PREVIEWSession 1 - Discussion Board Prompt
Session 2: Reading the Financial Baseline
Session 2 Slides
Exercise 2.1: Financial Document Collection
Exercise 2.2: The Four Primary Ratios — Your Organization
Exercise 2.3: Understanding Your Cost of Capital
Exercise 2.4: Reading the Three-Year Trend
Workbook Session 2 - Discussion Board Prompt
Session 2 - Discussion Board Prompt
▶ Capital Command Brief™ — Section 1 of 5
Module 1 — Session 1 & 2 Self-Assessment
Session 3: Capital Allocation — Where Strategy Meets Money
Session 3 Slides
Exercise 3.1 Investment Pipeline Summary — list all proposals scored, with capital amounts and Priority Scores
Exercise 3.2: Mapping the Three Capital Pools
Exercise 3.3: The Amazon Parallel — Your Organization's Capital Discipline Test
Exercise 3.4: Reading Your Organization's Capital Allocation Signal
Workbook Session 3 - Discussion Board Prompt
Session 3 - Discussion Board Prompt
▶ Capital Command Brief™ — Section 2 of 5
Session 4: Investment Prioritization — The Capital Command Scoring Model
Session 4 Slides
Exercise 4.1: The Investment Pipeline Inventory
Exercise 4.2: Applying the Capital Command Scoring Model™
Exercise 4.3: Challenging the Model — Where Scoring Meets Judgment
Exercise 4.4: The Investment Committee Governance Test
Workbook Session 4 - Discussion Board Prompt
Session 4 - Discussion Board Prompt
▶ Capital Command Brief™ — Section 3 (Part 1) of 5
Module 12— Session 3 & 4 Self-Assessment
Session 5: Investment Evaluation — NPV, IRR, and the Return Lens
Session 5 Slides
Exercise 5.1: The Return Lens Baseline — What You Already Know
Exercise 5.2: Building the NPV Case — Your Tier 1 Investment
Exercise 5.3: The IRR Trap — When a Strong IRR Misleads
Exercise 5.4: Applying Return Analysis Across Decision Types
Workbook Session 5 - Discussion Board Prompt
Session 5 - Discussion Board Prompt
▶ Capital Command Brief™ — Section 3 (Part 2) of 5
Session 6: Risk Architecture — The Financial Anatomy of Downside
Session 6 Slides
Exercise 6.1: The Risk Language Diagnostic
Exercise 6.2: Building the Three-Scenario Model — Your Tier 1 Investment
Exercise 6.3: Identifying and Pricing the Risk Drivers
Exercise 6.4: The Risk Appetite Calibration Test
Exercise 6.5: The Board Risk Narrative — Completing the Investment Case
Workbook Session 6 - Discussion Board Prompt
Session 6 - Discussion Board Prompt
▶ Capital Command Brief™ — Section 4: Financial Risk Profile
Module 3 — Session 5 & 6 Self-Assessment
Session 7 The Narrative Lens — Translating Financial Intelligence into Board Authority
Session 7 Slides
Exercise 7.1: The Narrative Gap Diagnostic
Exercise 7.2: The Five-Element Financial Narrative Structure
Exercise 7.3: The Challenge Rehearsal — Pressure-Testing the Narrative
Exercise 7.4: The Role-Specific Narrative Adaptation
Workbook Session 7 - Discussion Board Prompt
Session 7 - Discussion Board Prompt
Capital Command Brief™ — Section 5 (Part 1): Financial Risk Profile
Session 8 The Acquire and Divest Decisions — Applying All Five Lenses
Session 8 Slides
Exercise 8.1: The Acquire/Divest Landscape in Your Organization
Exercise 8.2: The Acquire Decision — Applying All Five Lenses
Exercise 8.3: The Divest Decision — Applying All Five Lenses
Exercise 8.4: The Five-Lens Integration Test — Your Most Complex Current Decision
Workbook Session 8 - Discussion Board Prompt
Session 8 - Discussion Board Prompt
Capital Command Brief™ — Full Five-Lens Integration and Brief Completion Checklist
Session 9: The Capital Command Brief™ — Peer Review and Refinement
Session 9 Slides
Exercise 9.1: The Brief Pre-Submission Audit
Exercise 9.2: The Peer Review Protocol (Cohort Learners)
Exercise 9.3: The Self-Review Protocol (Self-Paced Learners)
Exercise 9.4: Incorporating Review Feedback — The Revision Protocol
Workbook Session 9 - Discussion Board Prompt
Session 9 - Discussion Board Prompt
Session 10: Certification and Deployment — Taking Capital Intelligence™ Into the Room
Session 10 Slides
Exercise 10.1: The Return on Capital Intelligence™ — A Personal Accounting
Exercise 10.2: The Capital Intelligence™ Deployment Inventory
Exercise 10.3: The 90-Day Capital Intelligence™ Deployment Plan
▶ Capital Command Brief™ — Final Submission
Module 5 — Session 9 & 10 Self-Assessment
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