Financial Projections in Turbulent Times

A Dynamic Approach to Measuring Alignment Across the Business

Program Overview

Founder and CEO of CUSTOMatrix and former founding partner with Tatum CFO Partners, West Coast Practice, Eric Chriss will introduce you to a dynamic approach to financial projections that will allow you to measure alignment for all functions across the business.

Participants in this program will learn:
  • How to project the income statement, balance sheet, and cash flow for individual strategic business units in your enterprise model.
  • How to construct a bottom-up budgeting model to compare the actual financial performance to forecasted results.
  • How to utilize the “4 M” model for managing your business.


Corporate Alliance
9171 Towne Centre Dr (Barney and Barney Building)
Suite #180
San Diego, CA 92122
(858) 255-5998


Friday, August 22, 2014
7:45 – 8:30 Sign in and breakfast
8:30 – 10:00 Program

Registration Fees

General Public: $50.00
CUSTOMatrix members: $35
Corporate Alliance Members: $35

Register Today!

Registration Fee

More Information

Call: 858-663-5659


Eric Chriss
Eric Chriss, CFO
Founder, CUSTOMatrix

Eric Chriss’ dynamic, direct and innovative leadership guides the CUSTOMatrix Executive Services Division. A nationally recognized trailblazer in the executive leadership and management field, Eric pioneered the CFO practice model – a model that has taken on national scope and is recognized as a best practice within the financial leadership arena.

As founding CFO partner of Tatum LLC’s west coast practice, Eric co-developed the expansion strategy and opening of eight new offices for the largest CFO firm in the country. While with Tatum, he worked with Pioneer Electronics in a financial management role from start-up. His financial and operations management resulted in over $100 million in revenue in 5 years. Eric also went on to negotiate the manufacturing terms with General Motors de Mexico and BMW de Mexico for Pioneer’s expansion into the Mexican market.

As CFO, he secured conventional and mezzanine debt financing for a regional transportation enterprise. He provided key financial, audit, operations, and succession advisory services resulting in a successful buyout.

Prior to his work with Tatum CFO Partners, Eric worked with Deloitte, Haskins & Sells.

Register Today!

Registration Fee


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