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Paid course · Applied · 150 min

Lead the Enterprise

For executives who grew up as doers and now answer to a board, lenders, investors or public shareholders: the executive team, governance, corporate finance, SOX controls, enterprise risk, SEC reporting and getting a company ready to list.

Who it's for: CEOs, presidents and division leaders at companies of a few hundred people or more — and anyone told the next step brings a board, an audit, a lender or a listing.

You will be able to:

  • Run the company through an executive team with written decision rights and a delegation-of-authority matrix
  • Work a board: what it decides, what the audit committee does, and how to send a pack that informs instead of overwhelming
  • Own capital allocation, loan covenants and the cap table in plain language
  • Explain SOX 302/404, material weaknesses, enterprise risk, Regulation FD and the 10-K/10-Q/8-K calendar — and what changes for you as an insider
  • Judge whether an IPO fits and what the SEC's review actually does

Includes 7 lessons, a 9-question quiz, a certificate of completion with a verification link, a LinkedIn-ready link, a printable workbook and Monet course coaching.

What the course covers

  1. Lesson 1: Lead at enterprise scale: your output is your leadership team

    Build an executive team, write down how decisions and money flow, and keep talent, incentives and succession inside the system.

  2. Lesson 2: Governance: what the board decides and how you keep it informed

    Fiduciary duties, committees and independence, the audit committee, and a board pack that leaves directors nothing to be surprised by.

  3. Lesson 3: Corporate finance and capital: the close, the forecast and where money goes

    A monthly close you can trust, a rolling forecast, capital allocation on one yardstick, and the covenants and cap table that set your limits.

  4. Lesson 4: Controls over financial reporting and SOX

    Internal control over financial reporting, what Sections 302, 906 and 404 ask of a CEO, and how control deficiencies become material weaknesses.

  5. Lesson 5: Enterprise risk, compliance and crisis

    Risk appetite and a risk register, a compliance program that is resourced and tested, and rehearsing a crisis — including a cyber incident — before it is real.

  6. Lesson 6: Public-company reporting: the SEC calendar and disclosure

    The 10-K, 10-Q, 8-K and proxy calendar; Regulation FD and forward-looking statements; insider trading, Section 16 and clawbacks.

  7. Lesson 7: IPO readiness: whether to go public and how the process works

    Going public against staying private or selling, what the SEC's review does and does not do, and what life after the listing looks like.

End-of-course quiz

9 questions. You need 7 right to pass. Answers are graded on our server.

Sign in to take the quiz.

Course coaching with Monet opens with access to this course.

Related free tool: The free Contributor to Operator journey

Educational content only. Nothing here is tax, legal, investment or insurance advice. Speak to a CPA, attorney or licensed adviser before acting.