Investment and Cash Management After Bank Failures
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I’ve been getting questions about company cash investments after the failure of Silicon Valley Bank and the recent problems of First Republic Bank and others. I thought this would be a good time to review the investment policy I have used with my clients for over 30 years. This policy has…Read More

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How Does a CFO Ensure That a Forecast Model Meets the Test?
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As a partner at FLG Partners, I frequently begin new engagements as an interim CFO. When I begin a working relationship with a CEO, I typically put together a brief summary of my top priorities and an action plan for the first 60 days. This both helps me to organize…Read More

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Outsourcing Finance and Accounting Functions: When, Why, and How?
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Outsourcing business processes continues to be a popular strategy for many companies with an eye toward value optimization through cost reduction, increased efficiency, and capability-finetuning. The advent of cloud-based software and SaaS, BPaaS (business process as a service), and PaaS (platform as a service) technology solutions over the past decade…Read More

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CFO Relationships with CEOs: Developing Critical Connections
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[The first article in a four-part series about how CFOs can better manage relationships with CEOs, boards, finance teams and third parties.] As all experienced CFOs know, probably their most important professional relationships are with their CEO and with their board of directors. These key members of the leadership team…Read More

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