MACPA Proposal

Transforming Financial Learning into Actionable Business Outcomes

Explore Solution

What the curriculum is really teaching (and how we'll convert it to "doing")

Themes from the course

  • Budget negotiations and allocation choices
  • Compensation & benefits design and trade‑offs
  • Managing performance shortfalls, including sensitive layoffs
  • HR+Finance angles in M&A (DD, synergies, integration)
  • Compliance & ethics across finance and employment
  • Crisis playbooks (liquidity, comms, workforce actions)
  • Performance management systems aligned to financial goals

Business outcomes & repeatable deliverables we'll target

  • Budget models, negotiation scripts, trade‑off memos, board/exec updates
  • Salary bands, merit matrices, bonus plans, benefit cost models, pay‑equity snapshots
  • RIF (reduction in force) impact models, WARN risk checks, severance calculators, comms packs
  • M&A DD request lists, HR/finance synergy models, day‑1 / 100‑day integration plans
  • Controls & policy drafts, compliance calendars, PBC lists, evidence binders
  • 13‑week cash flow, vendor triage, covenant trackers, crisis comms packs
  • KPI trees, job scorecards, PIPs, incentive alignment checks, analytics snapshots

The custom GPT tool suite (designed for repeatable, exportable deliverables)

Organized by the course's major topics. Each tool is a guided wizard with structured inputs, validations, and one‑click exports (DOCX, XLSX, PPTX, PDF) plus audit trails. Guardrails avoid legal advice and prompt escalation to counsel when needed.

A. Budget Allocation & Negotiation

Tool What it produces Key Inputs Notes / Guardrails
Budget Scenario Modeler Multi‑scenario OPEX/CAPEX model; variance tables; sensitivity sheets GL/forecast extracts, headcount plan, constraints Exports XLSX with scenario switches
Trade‑Off & ROI Prover "Do The F***ing Math" memo: ROI, payback, NPV; winner/loser analysis Costs, benefits, horizons, discount rate Highlights assumptions & risk bands
Negotiation Copilot Talking points, objection handling, BATNA map, offers/counters sheet Stakeholders, objectives, anchors Generates role‑specific talking scripts
Stakeholder Heatmap & Governance Mapper RACI + heatmap; governance timeline Org roles, approvals, deadlines Enforces segregation of duties
Meeting Pack Generator Agenda, pre‑reads, decision journal, follow‑ups Scenario + stakeholder list Auto‑captures post‑meeting minutes via transcript upload

B. Compensation & Benefits

Tool What it produces Key Inputs Notes / Guardrails
Salary Band & Merit Matrix Builder Bands by level/geo; compa‑ratio & merit guidance Benchmark data, leveling rubric Warns on compression & transparency rules
Total Rewards Cost Modeler Employer cost per FTE, benefits mix scenarios Enrollment, vendor rates, participation ACA/ERISA awareness prompts (not legal advice)
Pay Equity Snapshot Summary stats & risk flags HRIS comp & job data Privacy controls; directs to counsel for legal determinations
Bonus & LTI Plan Designer Plan doc, scorecard weights, payout curve model KPIs, thresholds, budgets Produces clean plan PDFs for review
Benefits Menu Composer Side‑by‑side plan comparison + employee comms Broker quotes, plan docs Plain‑English summaries; disclaimers included

C. Managing Performance & Layoffs

Tool What it produces Key Inputs Notes / Guardrails
Performance Signals Detector Early‑warning indicators (financial + people) KPIs, trend data Maps triggers to playbooks
RIF Planner & Severance Calculator Cost impact, runway extension, severance estimates Headcount, tenure, policies WARN‑risk awareness prompts; counsel escalation
Selection Criteria Builder Objective criteria matrix & reviewer guide Roles, skills, business needs Bias checks; documentation package
Offboarding Runbook Generator Checklist (IT, payroll, benefits, equipment) Systems list, vendors Versioned checklist + evidence log
Comms Pack for Sensitive Actions CEO/Manager scripts, FAQ, timing plan Audience segments, legal review status Tones & variants; enforces approvals

D. M&A (Finance + HR)

Tool What it produces Key Inputs Notes / Guardrails
HR–Finance Due Diligence Builder DD request list, doc index, risk tracker Deal thesis, industries, geos Outputs PBC list + tracker
Synergy & Redundancy Modeler Workforce synergy estimates, payroll/overlap map Org charts, comp data Exposes one‑time vs recurring
Retention & Stay Bonus Designer Retention plan, triggers, costs Critical roles, risk scoring Aligns with integration milestones
Day‑1/100‑Day Integration Planner Cross‑functional Gantt + comms plan Systems, policies, milestones Auto‑generates week‑by‑week tasks
Benefits Harmonization Comparator Side‑by‑side benefits + costs Plan docs of both entities Employee‑impact summaries

E. Compliance & Ethical Practices

Tool What it produces Key Inputs Notes / Guardrails
Controls & Compliance Calendar Annual cadence (SOX, payroll tax, filings) Entity profile, jurisdictions Jurisdiction‑aware placeholders
Policy Drafting Assistant Drafts for code of conduct, expense, travel Current policies, tone, exceptions Redlines & versioning
Fraud Risk & Controls Mapper Fraud tree + control activities Process narratives COSO mapping (educational guidance)
Evidence Binder / PBC Packager Labeled folder tree + index & sign‑offs Workpapers, exports Zip archive for auditors
Regulatory Change Watchlist Watchlist + change log Jurisdictions of operation Awareness only; links to sources

F. Financial Crisis Management

Tool What it produces Key Inputs Notes / Guardrails
13‑Week Cash Flow Factory Weekly CF model + cash bridge AR/AP aging, payroll, debt Auto‑roll with status notes
Vendor Triage & Covenant Tracker Prioritization matrix, covenant dashboard Contracts, loan agreements Flags covenant risks
Cost‑Down Opportunity Generator Targeted actions with $/impact GL detail, vendor spend Links to approvals & timeline
Board/Bank Update Pack Narrative, charts, scenario table From CF Factory & Triage tools PPTX-ready with appendix tables

G. Performance Management Systems

Tool What it produces Key Inputs Notes / Guardrails
KPI Tree & OKR Architect KPI map; OKR drafts by function Strategy memo, P&L drivers Ensures leading/lagging balance
Job Scorecards & Leveling Designer Scorecards with outcomes & metrics Role family profiles Ties to salary bands
Review Cycle Orchestrator & PIP Writer Calendar, templates, PIPs with milestones Cycle frequency, policies Bias checks; HR sign‑off gates
Incentive Alignment Checker Pay‑for‑performance diagnostics Bonus plan, KPI history Guardrails to avoid perverse incentives
Performance Analytics Snapshot Summary dashboards for exec readouts HRIS & finance extracts Exports deck + commentary script

Cross‑cutting utility tools

Role‑play Simulator (voice + chat):

Live practice for budget negotiation, layoff conversations, comp discussions. Uses ElevenLabs TTS; Whisper captures user speech; scores on empathy, clarity, compliance cues.

Meeting Notetaker & Action‑Item Tracker:

Upload/record; auto‑minutes, decisions, tasks, owners, dates; pushes to task system.

Red‑Team Checker ("Second Pair of Eyes"):

Reviews any draft deliverable for risk language, compliance flags, missing evidence, math inconsistencies.

Style & Plain‑English Enforcer:

Converts technical documents to audience‑appropriate tone (board, managers, employees).

Deliverable Versioning & Approval Trails:

Named approvers, timestamps, diffs, attestation text.

The standalone application blueprint

Core user flow (AID: Acquire → Implement → Deliver)

Acquire

Connect data (HRIS, payroll, GL), upload policies, benefits plans, org chart, and prior deliverables. Ingest into a vector knowledge base (Supabase + embeddings).

Implement

Run guided wizards (custom GPT tools above). Each wizard: structured inputs → validations → draft → Red‑Team check → approvals.

Deliver

Export file packs (DOCX/XLSX/PPTX/PDF), create Evidence Binder, log Freed Payroll hours saved and business impact ($), and push artifacts to the DMS/CRM.

Modules & screens

My Cases

Each initiative (budget cycle, RIF, M&A) contains tasks, documents, chat history, approvals, and KPIs.

Deliverable Factory

Tile gallery of all GPT wizards. Pin favorites and presets by company.

Practice Arena (Voice Sims)

Scenario library aligned to the course topics with escalating difficulty, scored rubrics, and coaching feedback.

Compliance Center

Calendars, policy drafts, evidence binders, regulatory watchlist.

Analytics (Connor Framework):

  • Freed Payroll hours (time saved × fully loaded rate)
  • $ impact from decisions (e.g., headcount plan, vendor triage)
  • Competency map vs. your Harada Matrix of 64 deliverables (coverage and mastery).

Admin & Governance:

Data classification, PII redaction, retention windows, role‑based access, model policy (what content is used for training), and approver routing.

Data & integrations (designed for low‑code)

Data store

Supabase (Postgres) for cases, deliverables, approvals, tasks, templates, scoring rubrics, ROI logs.

Vector/RAG

Supabase vectors for policies, prior reports, plan docs, anonymized extracts.

Pipelines

n8n workflows for ingestion (CSV, XLSX, PDF), scheduled rebuilds, and approval webhooks.

Voice

Whisper for STT; ElevenLabs for TTS in Role‑play Simulator.

Connectors

CSV uploads day‑1; roadmap for QuickBooks/Xero/NetSuite, BambooHR/ADP/Workday; DocuSign/Adobe Sign for approvals.

Export

DOCX/XLSX/PPTX/PDF generators with consistent branding (Repeatable AI style).

Guardrails & ethics

Not legal advice

Tools include awareness prompts for employment and securities laws, and "consult counsel" gates when thresholds are detected (e.g., WARN, pay‑equity, plan docs).

Privacy & security

PII tagging, masked views, least‑privilege roles, no training on client data unless explicitly allowed, configurable retention.

Quality gates

JSON schema validation on every wizard; number‑by‑number math checks; Red‑Team review before export.

Competency & certification

Rubrics for each deliverable: Criteria across accuracy, compliance awareness, clarity, empathy (for sensitive comms).

Scenario scoring: Voice sims capture phrasing, hedge words, empathy markers; generate feedback and targeted micro‑lessons.

Progression: "Practice → Build → Ship" loop with streaks and badges tied to the 64‑deliverable Harada Matrix.

Example "from learning to doing" walk‑throughs

A) Budget negotiation with trade‑offs

  1. Import prior quarter variance, headcount plan, and constraints.
  2. Run Budget Scenario Modeler → generate 3 scenarios.
  3. Run Trade‑Off & ROI Prover → memo with payback & risk bands.
  4. Use Negotiation Copilot to prepare counters and scripts.
  5. Export Meeting Pack (agenda, deck, decision log).
  6. After meeting, upload recording → Notetaker → minutes + tasks.
  7. Measure Freed Payroll and $ impact → log to Analytics.

B) Pay‑equity and merit cycle

  1. Pull HRIS comp data; run Salary Band & Merit Matrix.
  2. Run Pay Equity Snapshot → risk flags and next steps (counsel gate).
  3. Generate employee comms and manager talking points → Style Enforcer.
  4. Export policy updates → Policy Drafting Assistant.

C) RIF planning under crisis

  1. Build cash runway with 13‑Week Cash Flow Factory.
  2. Model RIF options with RIF Planner & Severance Calculator (WARN awareness).
  3. Create objective Selection Criteria and Comms Pack.
  4. Run Offboarding Runbook and Evidence Binder for audit trail.

What makes this reusable (used "over and over again")

Presets and templates for each company (bands, policies, plan curves, KPI trees).

Case cloning to rerun cycles (e.g., quarterly forecast, annual merit).

Versioned libraries of scripts, decks, and models with Red‑Team checks baked in.

Scored practice scenarios that mirror real deliverables (you practice and ship).

Minimal viable scope (phased)

1

Phase 1 – Core six wizards

Budget Scenario Modeler, Trade‑Off & ROI Prover, Meeting Pack, Salary Bands & Merit Matrix, 13‑Week CF Factory, Red‑Team Checker

Practice Arena (two scenarios: budget negotiation, difficult performance talk)

2

Phase 2 – Workforce & compliance

Pay Equity Snapshot, RIF Planner & Severance Calculator, Offboarding Runbook, Compliance Calendar, Evidence Binder

3

Phase 3 – M&A & incentives

HR–Finance DD Builder, Synergy Modeler, Day‑1/100‑Day Planner, Bonus & LTI Designer, Benefits Harmonization Comparator