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CFO 4.0

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Dec 10, 2024 • 52min

205. Shaping Finance in 2030: Insights with Clive Webb

Send us your thoughtsJoin Hannah Munro in this thought-provoking episode of CFO 4.0 as she sits down with Clive Webb, Head of Business Management at ACCA, to explore the latest insights from ACCA's ground breaking research, Finance Evolution. Together, they discuss the challenges and opportunities shaping the finance function of tomorrow. Key discussion points include:How finance teams can position themselves as custodians of reliable data.Emerging roles like Sustainability Controllers and Data Governance LeadsThe rise of AI, machine learning, and e-invoicing, and their impact on forecasting and compliance.The role of finance in bridging the gap with accurate and integrated data.The skills needed to build predictive models and adapt to rapid changes in the business landscape.Bridging the gap between traditional roles and the demands of the future.Links mentioned:Clive's LinkedinLearn more about the ACCAFinance evolution report: Thriving in the next decade Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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Dec 3, 2024 • 42min

204.Financial Transformation Live: Assessing Your Current Financial Systems

Send us your thoughtsIn this episode of Financial Transformation Live, Hannah Munro explores how to assess and optimise your current financial systems to support your organisation’s goals. As the final live session of the year, this episode is packed with actionable advice and frameworks to help finance leaders plan their next steps for system improvements.Tune in to learn:The four key components of a financial technology stack: controls, compliance, reporting, and process efficiency.A comprehensive framework for assessing your financial systems, including:Understanding strategic direction and goals.Gathering feedback and insights from stakeholders.Performing process documentation and Excel audits.Running reporting assessments and SWOT analyses.Practical tips to improve month-end efficiency and reduce close times.10 quick wins to optimise your financial systems, from automating bank feeds to improving credit control.How to decide whether to enhance your current system or invest in a new platform using a traffic light evaluation method.Insights into leveraging your team’s expertise and industry benchmarks for continuous improvement.Links mentioned:Building a Future-Proofed Reporting ArchitecturePlease reach out to Hannah via LinkedIn if you'd like to be notified once our Sage Systems Feedback document is live!Getting Started with Mapping Out Your Finance ProcessesBreaking the Excel Addiction - Are you Over-Reliant on Spreadsheets?Reduce Your Month-End Close TimeHelpful Guides for Sage 50, Sage 200, and Sage IntacctSage Intacct On-Demand DemoSage 200 Standard Coffee Break DemoSage 200 Interactive Demo  Sage 50 Coffee Break DemoDownload your System Audit TemplateNov: Financial Transformation Live | Assessing Your Current Financial Systems Revisit previous Financial Transformation Live  sessions CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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Nov 26, 2024 • 56min

203. Mastering M&A: Doing Acquisitions Right with Jeremy Earnshaw

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro is joined by Jeremy Earnshaw, Founding Director of Clarendon in the first instalment of a series of discussions on the complexities and challenges of mergers and acquisitions (M&A). Jeremy draws on his wealth of experience in executing over 25 transactions to offer practical advice for CFOs embarking on their M&A journey. Key topics covered include:The importance of aligning M&A activity with organisational strategyUnderstanding the critical role of the C-suite in the M&A processHow to assess whether your organisation is ready for an acquisitionCultural integration and its impact on post-acquisition successThe role of due diligence and disclosures in mitigating potential issuesHow to balance day-to-day responsibilities with the demands of M&A Links mentioned:Jeremy's LinkedinLearn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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Nov 19, 2024 • 54min

202. Resilience, Leadership & Cash Flow Mastery with Tom Miller

Send us your thoughtsIn this week’s episode of CFO 4.0, host Hannah Munro sits down with Tom Miller, Finance Director at Illuma Technology, to discuss the critical role of finance leaders in both crisis management and everyday operations. From navigating the challenges of COVID-19 to mastering cash flow and cost control, Tom shares invaluable lessons that every finance professional can apply. Key topics include:Discover how Tom’s journey from big four training to startups shaped his approach to the CFO role.Insights on building resilience and demonstrating leadership during the volatile COVID-19 period.Learn Tom’s strategies for ensuring cash flow stabilityPractical advice on negotiation with suppliers, landlords, and even tax authorities to maintain financial health.Explore Tom’s methods for enforcing cost discipline and incentivising budget adherence within the organisation.How finance can be more approachable, service-oriented, and add strategic value across the organisation.Links mentioned: Tom's LinkedinLearn more about Illuma TechnologyTom's Book Recommendation: Never Split the Difference: Negotiating as if Your Life Depended on It By Chris Voss Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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Nov 12, 2024 • 45min

201. CFO Stories: Inside an IPO; Challenges, Choices, and Insights with Phil Richards

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro is joined by Phil Richards, CFO of GiG, to delve into his journey to CFO and the complex path of taking a company public. Phil shares his experiences and insights from leading GiG’s IPO on the Swedish First North, discussing the planning, challenges, and strategic choices involved. Here’s what you can expect:Phil discusses what makes the gaming industry unique and why it continues to be an exciting and evolving space.Insights into the decisions and steps that took GiG public, including splitting from a parent company and selecting the Swedish First North market.How GiG navigated complex regulatory, tax, and investor expectations.The role of a CFO in maintaining investor interest post-IPO, balancing growth targets, and keeping the company’s story fresh.Phil shares practical advice on choosing the right stock exchange, managing advisors, and aligning teams for IPO success.Links mentioned:Phil's Linkedin Learn more about GiG Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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Nov 5, 2024 • 30min

200. Financial Transformation Live: Building a Future Proofed Reporting Architecture

Send us your thoughtsIn this episode of Financial Transformation Live, hosted by Hannah Munro, we dive into the essential strategies for building a sustainable and future-proof financial reporting architecture. Whether you're navigating reporting for the first time or refining an existing structure, this session covers critical insights and best practices to ensure longevity, flexibility, and clarity in your financial data systems. Topics include:Understanding and Gathering Reporting RequirementsDesigning with Your Business Model in MindAssessing and Aligning Data Structures with System CapabilitiesValidating Input Processes and PermissionsIntegrating with Existing Systems and Future-Proofing StructuresKey Dos and Don’ts for Reporting ArchitectureLinks mentioned:October FTL: Financial Transformation Live: Building a Future Proofed Reporting ArchitectureRevisit previous Financial Transformation Live  sessions CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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Oct 29, 2024 • 48min

199. CFO Stories: Building Sustainable and Scalable FinTech Teams with Tatiana Okhotina

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro sits down with Tatiana Okhotina, CFO of Token, to explore her journey in FinTech and discuss key challenges in scaling global finance teams in a rapidly evolving industry. Tatiana shares valuable insights into building diverse, high-performing teams and balancing the unique demands of a growing FinTech company. Tune in to hear about:Key considerations when scaling finance teams globally, especially in regulated industries.How FinTech companies differ from traditional tech businesses in terms of complexity, risk, and compliance.The role of communication and cultural understanding in managing remote, global teams.Tatiana’s approach to building relationships within her team and with the board.How sustainability and ESG initiatives play a vital role in FinTech and her passion for building sustainable businesses.Links mentioned:Tatiana's LinkedinLearn more about Token Tatiana's Book Recommendation: The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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Oct 22, 2024 • 50min

198. Navigating Hypergrowth and Volatility with Byron Cowie

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro sits down with Byron Cowie, Director of Finance at Elliptic and former Head of Reporting and Control at Luno, to discuss his incredible journey across two innovative fintech companies. Tune in as Byron shares his experiences in scaling teams, managing volatility, and navigating the world of crypto exchanges.Key topics covered in this episode:Byron's transition from traditional finance roles to scaling Luno, a global crypto exchangeThe importance of the right hires, scalable finance systems, and the challenge of maintaining financial controlHow Byron and the Luno team navigated the volatile nature of the crypto marketBuilding effective controls, team onboarding, and communication strategies Byron’s move to blockchain analytics, focusing on how his experiences at Luno have shaped his approach in his new role.Links mentioned: Byron's Linkedin Learn more about EllipticByron's Book Recommendation: In Math We Trust By Simon Dingle Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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Oct 15, 2024 • 42min

197. E-Invoicing Across the Globe: Navigating Compliance and Efficiency with Alex Baulf

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro is joined by Alex Baulf, VP of E-Invoicing at Avalara, to discuss the growing trend of electronic invoicing and how it is reshaping businesses globally. Alex shares valuable insights into the current and future state of E-Invoicing across Europe, the US, and beyond, offering CFOs and finance leaders essential advice on how to prepare for upcoming changes.Key points covered in this episode:What is E-Invoicing, and why is it gaining traction globally? Differences between the US and other countries, and the efforts of the Digital Business Network Alliance (DBNA).Why tax authorities are pushing for E-Invoicing to close the VAT gap and improve tax collection.How E-Invoicing can lead to faster payments, reduce costs, and streamline operations.What CFOs need to consider now, as the UK prepares to follow the global trend of E-Invoicing mandates.How finance teams can get ready for E-Invoicing by assessing their data, technology, and compliance strategies.Links mentioned:Alex's Linkedin Learn more about Avalara Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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Oct 8, 2024 • 1h 1min

196. CFO Stories: Funding, Growth and Avoiding Narcissistic Founders with Brad Channer

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro sits down with Brad Channer, CFO at UBIO, to discuss the challenges and strategies of scaling and fundraising in fast-growing companies. Brad shares his unique journey from acting to finance, alongside valuable insights on how to lead, communicate, and navigate the world of Series A funding and beyond.Key highlights include:From actor to CFO, lessons learnt from the entertainment and tech industriesChallenges and best practices for managing Series A and Series B funding roundsBalancing growth expectations with realistic targets in fundraisingHow understanding different communication styles (including love languages!) can improve relationships with founders, investors, and teamsTips on managing expectations, fostering collaboration, and maintaining trustHow to identify and manage narcissistic founders, with advice on protecting yourself emotionallyLinks Mentioned:Bradley's LinkedinLearn more bout UBIO Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

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