Navigating Board Meetings as a CFO

The chapter discusses the importance of preparation for board meetings as a CFO, focusing on financial knowledge, good governance, and confidence in answering questions. It also compares board meeting dynamics in venture-backed and private equity-backed structures, highlighting the complexities and differences in decision-making processes.

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In this episode of Turpentine Finance, Sasha sits down with Dan Fletcher, CFO of Planful. They discuss how CFOs can build trust with the CEO and the board, balancing growth and profitability across different company stages, the nuances of working with VC versus PE investors, and more. Dan also shares his perspective of working at Planful, building infrastructure for CFOs.

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LINKS:

https://planful.com/

X/SOCIAL:

Dan Fletcher on Linkedin: https://www.linkedin.com/in/danfletchersf/

@sashaorloff (Sasha's X)

TIMESTAMPS:

(00:00) The best advice for growth and profitability

(02:13) Meet Dan Fletcher: Navigating CFO challenges

(02:57) Stakeholder management for CFOs

(04:22) Building trust with the CEO

(08:30) Growth vs. profitability: A balanced approach

(17:28) Navigating M&A discussions