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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Changing Business Models: The CFO’s Role When Pivoting for Success
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As a CEO, when a board member or investor questions the feasibility of your company’s business model, you might be tempted to counter with the pat response “if it ain’t broke, don’t fix it”. But what if your business model IS broken? What should you do then? I work frequently…Read More

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