Balancing Fear & Hope: Financial Forecasting in Uncertain Times
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Today’s COVID-19 pandemic and its associated job losses are only some of the worrisome issues facing us in 2020. Other current societal challenges include racial injustice, health care system inadequacies and the ever-present effects of climate change. The impact of all of these occurring simultaneously only add to the uncertainties…Read More

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How the Audit Committee Chair Helps a Company and Its Board Navigate Through A Crisis Such As COVID-19
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In my almost 40 years of working as a management and financial executive and serving as an Audit Committee Chair to public companies, I thought I had seen every crisis in the playbook:  multiple economic downturns, the 1989 earthquake and its impact on the Bay Area, Y2K, 9/11, and the…Read More

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Memo to the C-Suite: Do the Opposite of What your Gut is Telling You
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This too shall pass……But don’t stick your head in the sand while you are waiting Thoughts for Corporate Officers (CEO, CFO) of publicly-traded companies from the perspective of an experienced Public Company Corporate Officer, Sell-Sider (Analyst, Banker, Institutional Salesman) and Buy-Sider (Hedge Fund Manager) Ancient Chinese Curse “May you live…Read More

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A Roadmap to Outsourcing C-Suite Talent: When and Why?
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Founders of startups (specifically companies already generating revenue) face a challenging set of priorities. They must focus on setting the right strategy while leading multiple functions (Finance, HR, Legal) as they grow their companies.   They don’t yet have the scale to hire a fulltime, C-Suite executive team but they still…Read More

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