Archives: Episodes

People Metrics That Matter

Businesses today spend an average of 52% of their budget on their workforce. Some go as high as 70%. The expense is worth it, of course, as the only way to true financial success is by having the right talent. But given this enormous cost, it’s worth asking: are the people metrics you’re tracking the…

Read More

Avoid the Pitfalls of Year-End Financial Close

As each year draws to a close, CFOs are gearing up for one of the most critical tasks in their financial calendar: the year-end financial close. There are key areas to focus on and best practices to ensure this process goes smoothly… but what happens when it doesn’t? More importantly, what is it that trips…

Read More

Building a Finance Tech Stack That Works for Your Organization

Agility and efficiency are more important than ever for finance teams, which places an outsized importance on the quality of an organization’s tech stack. A good finance tech stack can help you automate tasks, improve visibility into your data, and make better decisions. But with a plethora of options out there, building and implementing the…

Read More

Navigating the CFO-CEO-Board Relationship

In today’s business landscape, the relationship between the CFO, CEO, and Board of Directors is a pivotal axis that can either drive an organization to new heights or lead it astray. To better understand the intricacies of this relationship, Melissa Howatson and Tom Seegmiller enlist the help of someone with a unique point of view:…

Read More

The CFO’s Path to the CEO’s Office

Every career path is unique. For many CFOs, though, their paths share a common destination: the CEO’s office. What does the journey from CFO to CEO look like? This transition requires more than mastering the balance sheets. Being a CEO demands a unique blend of strategic vision, leadership finesse, and a fearless appetite for risk….

Read More

5 FP&A Trends That Have Defined 2023

2023 has been a year defined by uncertainty. This trend is a driving force behind the decision making of FP&A teams, as they aim to create more agile and dynamic operations in the face of constant change. But uncertainty is only one FP&A trend that’s shaped the past year. Howard Dresner, Founder and Chief Research…

Read More

2024 Annual Budget Planning

2023 was a roller coaster for finance professionals, and with a potential recession looming, the storms don’t look to calm down anytime soon. This means annual budget planning takes on an added importance as they look ahead to 2024. Melissa Howatson and Tom Seegmiller discuss the issues that should be top of mind for CFOs…

Read More

Better Business Partners: Finance and the Office of the CIO

There’s an underrated skill that seasoned CFOs have mastered: forging partnerships with other C-suites across the organization. One of the most vital partners for finance teams is the Office of the Chief Information Officer (CIO). Together, these teams can drive efficiency with technology, mitigate risks, and make strategic investments. To understand what a successful business…

Read More

Driving Finance Innovation with AI

Artificial Intelligence (AI) is reshaping the finance industry, empowering CFOs and finance teams to drive innovation and adapt to new market conditions with speed and efficiency. But for as widely discussed and debated as AI has been recently, best practices for adoption are hard to come by. To assist those looking to jumpstart their digital…

Read More