Board meetings are hard to get right as a CFO—that's why we brought on Dave Kellogg, who's sat on both sides of the table, to give you the ultimate run-down of how to execute a great board meeting. If you’re looking for an ERP platform, check out our sponsor, NetSuite:
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SPONSORS:
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X / TWITTER:
@Kellblog (Dave)
@cjgustafson222 (CJ)
@TurpentineMedia (Turpentine)
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TIMESTAMPS:
(00:00) Intro
(00:50) SEGMENT: CJ's opening “Off the Books” monologue - Mailbag
(4:21) Start of interview
(05:10) On how to prepare for a board presentation
(08:00) What the start of a board meeting and structure should look like
(14:15) What numbers and metrics to have in your board presentation
(16:40) Sponsor: NetSuite + Tropic
(20:26]) Dave's template for a VP session
(24:15) Closed-door sessions: what is this and what goes on here?
(27:19) Board members vs. board observers
(30:17) On board dynamics
(31:06) When to send out your board deck
(33:40) Sponsor: Planful
(34:50) Why you should have no surprises during a board meeting
(36:04) The role of an independent board member
(50:09) Missteps people make when presenting an operating plan
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit
cjgustafson.substack.com
