Finance as a Service Organization: A New Approach
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Finance has not historically been considered a service function and that needs to change.  The pace with which compliance, government policy, reporting, and budgeting are moving (now amplified by artificial intelligence), requires that finance evolve from back-office number cruncher to organization-leading partner. One of the most effective ways to embrace…Read More

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Anticipating Risk and Opportunity: A Key Attribute of a Great CFO
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My CFO roles at a diverse group of consumer businesses (Rothy’s, Third Love, goop, Moda Operandi, Specialized Bicycles, Old Navy) have led me to appreciate how critical it is to be disciplined and take the time to think through all the variables (positive and negative) that could affect the financial…Read More

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Five Ways to “Wow” Your Board as a CFO
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This is the second in a series about how CFOs can better manage relationships with CEOs, boards, finance teams and third parties. Whether you work at a privately held startup or a publicly held enterprise, as a CFO you will gain considerable exposure and benefits from interacting with your board…Read More

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How to Succeed Where FTX Failed: The Case for Financial Controls
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As all experienced CFOs know, effective financial controls are essential for any company to succeed over the long term. And from time to time, companies with poor internal controls (business practices, policies, systems, procedures) crash into a brick wall. From what’s been covered in recent media, FTX is a very…Read More

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