In this webinar, participants will explore how a strategically structured Work-in-Progress (WIP) report can serve as a powerful tool for the CFO and finance team in forecasting, financial analysis, and proactive decision-making. Attendees will gain practical insights into capturing and managing the critical data points that transform WIP reports from simple project status updates into essential resources for identifying risk, projecting cash flow, and aligning financial strategy with project execution. By attending, participants will leave equipped to enhance their reporting processes, foster better cross-departmental communication, and support long-term financial health within their organizations.
About the speakers:
Luke Boyenger – CEO, Cruzumi CFO & Advisory
Witnessing the painful closure of a family business during his high school years, Luke was driven to master the art of successful business management. This early experience ignited a lifelong passion for business finance, leading him to pursue a degree in accounting, secure his CPA license, and gain invaluable insights from global leaders during his tenure as an auditor at EY.
In his roles as an auditor, a data analytics coach, and a director of accounting, he has cultivated a robust knowledge base and a versatile skill set that bridges the crucial gap in understanding effective business operations. His diverse experience has equipped him with the tools to provide strategic oversight and actionable advice to business owners striving to avoid the pitfalls that once impacted his own family. He is dedicated to empowering small business owners to unlock their company’s full potential. Luke's fractional CFO firm is focused on helping construction businesses maximize their profitability and improve cash flow, all in the name of improving the ability to achieve the businesses long-term goals.
Kaela Guin - Fractional CFO, Cruzumi CFO & Advisory
At Cruzumi CFO & Advisory, her focus is on leveraging her extensive background in financial operations and strategic planning to drive performance and profitability in construction companies. Her commitment to operational excellence is evident in her ability to streamline processes and manage agencies, ensuring compliance and efficiency. With a strategic mindset and meticulous attention to detail, she contributes to the development and execution of financial strategies that support the growth and sustainability of the organizations she partners with.
Continuing Education:
CMCI Recertification Points: 1
Professional Development Hours (PDH): 1