The Total Capital Management™ Professional Course

January 12, 2022 - March 16, 2022 

40 CPE CREDITS IN MANAGEMENT SERVICES 

Transform yourself from an intradisciplinary financial leader into an interdisciplinary Total Capital Management (TCM) professional equipped to be a strategic asset producing sustainable competitive advantage to your firm.   

This TCM Professional Course (TCMPC) will take teams of participants through an action and principle-based curriculum presenting systems-level learning and real-world business challenges developed in group activities and projects supported by the instructor, Mark W. Sickles, Chief Executive Officer of SuperOrg, Inc. Navigating the interrelationship between system, function, and position, participants will achieve breakthrough improvements transforming their real-life work in ways that transform the work of other colleagues within their organization to produce levels of performance conventional wisdom considers impossible. 

Integrated with the lecture-based learning and group activities is training in the effective utilization of a SaaS application that makes the paradigm shift in thought and action from intradisciplinary to interdisciplinary possible. Participants will develop the technical, interpersonal, and problem-solving skills needed to thrive and prosper as TCM professionals and Chief Capital Officers today, and potentially, as CEOs and board directors in the future. 

This course equips participants to build and manage organizations in which all types of capital earn more than they cost, producing sustainable returns superior to those produced by alternative investments of comparable risk. Participating organizations can expect their leaders to emerge from the course with the skill set to: 

  • Practice action-based conversations producing breakthrough transformations and extraordinary results
  • Apply the three dimensions of organizational change  
  • Leverage quality as the foundation of value creation
  • Understand and apply how leadership and management are the same, different, and complementary
  • Govern, lead, and manage at the systems-level instead of the departmental/functional level
  • Align external and internal brands
  • Achieve the Universal Purpose of Corporate Governance
  • Manage strategically utilizing the OODA Loop  
  • Transform intradisciplinary siloes into high-performance interdisciplinary systems 
  • Serve as the ultimate strategic business partner to line management customers 
  • Develop organizations into positive net present value machines 
  • Manage all types of capital to achieve the Sustainability Synergy™ delivering superior value to shareholder and all other stakeholders 
  • Prevent nonvalue-added work and resources   
  • Seamlessly integrate strategic and operational planning 
  • Equip boards to function as strategic assets and sustainable competitive advantages 
  • Manage effective communications with individual shareholders, institutional investors, shareholder activists, and other stakeholders        

The TCMPC developed by SuperOrg, Inc. is a 10-week, online program offering 40 CPE credits delivered live in weekly, 4-hour sessions. 

Sessions will be held from 11:00 am – 3:00 pm ET on Wednesdays, from January 12 – March 16, 2022. 

Each weekly module will contain 200 minutes of educational content, which includes elements of engagement including group discussions/breakouts and activities relevant to the learning objectives of the weekly module and overall course. As the course is designed to foundationally build upon and integrate competencies learned throughout the course, single-session purchases are not applicable, and participants are required to purchase the whole course. Upon satisfying the CPE requirements of the TCMPC, participants will be eligible to earn 40 CPE credits and a Certificate of Completion of the course. 

Weekly TCMPC Modules  
Module 1: Welcome, Introductions, Success Anchors, and Self-Assessments  

January 12, 2022 | 11:00 AM- 3:00 PM EST   
Interview  
The Problem  
Underlying Belief of the Course  
Course Purpose  
Kaleidoscope Thinking  
Two Anchors  
Organizational Self-Assessments  
Degrees of Linkage Between Support Functions and General Management  

Module 2: Change Management Toolkit  
January 19, 2022 11:00 AM- 3:00 PM EST   
The Manager’s Tool  
Breakthrough Technology   
The Dialectic  
Three Dimensions of Organizational Change  
Begin Your Wall Street Journal Article (will continuously improve this article throughout the course)    

Module 3: Quality -- The Foundation of Value Creation   
January 26, 2022| 11:00 AM- 3:00 PM EST    
Four Principles of Quality   
Eight Dimensions of Quality  
Theory of Profound Knowledge   
Fact-Based Conversations   
Quality Improvement Process   
Drive for Perfection  
Well-Planned Change  
Theory of Constraints -- Synergistic with Quality  
Blending Quality, Leadership, and Management  
Two Types of Work  

Module 4: Systems-Level Thought and Action -- “Where the Rubber Meets the Road”  
February 2, 2022| 11:00 AM- 3:00 PM EST   
True or False 
What Is a System?  
Degrees of Required Interdependence  
Managing the Business as a System  
Synthesis  
The Great Place System  
Aligning External and Internal Brands  
Data Management Breakthrough  

Module 5: Total Capital Management Movement  
February 9, 2022| 11:00 AM- 3:00 PM EST    
Definition  
History  
The Problem and Solution   
Universal Purpose of Corporate Governance  
Underlying Belief of TCM  

Module 6: Think and Act Like a Fighter Pilot  
February 16, 2022| 11:00 AM- 3:00 PM EST   
The Talk  
The OODA Loop  
Managing Strategically  

Module 7: TCM Transformation  
February 23, 2022| 11:00 AM- 3:00 PM EST    
Transformational Change  
Three-Legged Stool of Supervenience  
Pre-TCM Functions and Disciplines  
Post-TCM Design  
The Ultimate Strategic Business Partner to Line Management    
 
Module 8: How to Keep Score  
March 2, 2022| 11:00 AM- 3:00 PM EST   
Warren Buffett and the Tooth Fairy  
Capital Budget Analysis  
Capital Charge   
Clearing the Hurdle Rate  
House of Value Creation  
A Different View  
Financial, Human, and Information Capital Management  
Market Value Added  
Operational Free Cash Flow   

Module 9: The TCM Doctrine  
March 9, 2022| 11:00 AM- 3:00 PM EST    
Shareholder Value Added  
Customer Market Analysis  
Financial Foundation  
Well-Led/Well-Managed  
Effective/Efficient  
Four Quadrants of Work  
Four Goals of Every TCM Conversation  
 
Module 10: Role of the CCO  
March 16, 2022| 11:00 AM- 3:00 PM EST   
Organizational Architect  
Function as a Strategic Asset Producing Sustainable Competitive Advantage  
Optimize Supervenience  
Understand and Manage the Business as a System  
Transform the Organization into a Positive NPV Machine  
Serve as the Ultimate Strategic Business Partner to Line Management  
Achieve the Sustainability Synergy  
Equip Board Directors to Function as Strategic Assets  
Manage Institutional Investors and Shareholder Activists  
Five Categories of Work   
CCO Final Version of the Wall Street Journal Article   

Continuing Education:  

Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029. 



COURSE RATES:

  • Member:  $3,700
  • Nonmember: $4,700

Speakers

Mark W. Sickles

Chief Executive Officer
SuperOrg, Inc.