Modern Finance Tech Stack Q&A with Spiff, XYZ Capital, and Mosaic

In this episode of The Role Forward, host Joe Michalowski brings together a panel of industry leaders for a Q&A-style discussion. The guests include Bijan Moallemi, Co-Founder and CEO at Mosaic, Chauncey Kerr Hamilton, Partner at XYZ, and Jeron Paul, CEO of Spiff. The conversation revolves around board management, investor communications, and effective strategies for keeping the board up to speed.

The panelists delve into the intricacies of board meetings, emphasizing the importance of storytelling and understanding the 'why' behind business numbers. They also discuss the CFO's role in maintaining great attention to detail and the need to elevate conversations to a digestible level for the board. The discussion further explores the importance of building relationships with board members and the value of regular communication outside of board meetings.

The episode concludes with a lively discussion on the format of board reports and the benefits of using templates like the one provided by Mosaic. The panelists share their experiences and insights, providing valuable advice for businesses at different stages. This episode is a must-listen for anyone looking to improve their board management and investor communication strategies.

Guests-at-a-Glance

💡 Name: Bijan Moallemi, Chauncey Kerr Hamilton, and Jeron Paul

💡What they do: Co-Founder and CEO / Partner / CEO 

💡Company: Mosaic / XYZ Venture Capital / Spiff

💡Noteworthy: Bijan is a former CFO with a knack for understanding the timing of cash and its relation to forecasts. Chauncey is a former Wired employee with strong relationships in PR and editorial, making her a strategic asset when these topics arise. Jeron is a proponent of healthy competition among board members and has seen the benefits of board members rolling up their sleeves to have a direct, tangible impact.

💡 Where to find them: Bijan: LinkedIn / Chauncey: LinkedIn / Jeron: LinkedIn