This OPEN MINDS Executive Roundtable was delivered on January 18, 2024 by OPEN MINDS Senior Associate Dee DeWitt, who discussed the OPEN MINDS Financial Assessment Tool and the usability it holds. He also discussed financial sustainability planning, key financial metrics by domain, and indicators of financial strength.

Executive attendees of this session learned about:

• The OPEN MINDS Financial Assessment Tools Suite and the usability it holds for organizations
• Monitoring key financial ratios and assessments to help identify potential financial issues and drive long-term sustainability
• The role that service portfolio management plays in the financial strength of an organization

This roundtable was part of the OPEN MINDS CFO Consortium, developed to provide executives with the tools and abilities to strategically assess and position their organizations for long-term sustainability and growth. The consortium is open to all Elite members; to learn more and sign up, visit https://openminds.com/store/cfo-consortium/.