CFO 4.0 - The Future of Finance

Send us your thoughtsIn this weeks episode of CFO 4.0, Hannah Munro sits down with Luigi Testa, CFO at LinkSquares, to discuss his journey and the incredible growth story of LinkSquares. Luigi shares his insights on transitioning into the CFO role, navigating funding rounds, and scaling the finance function within a rapidly growing company. Key points covered:The importance of strategic finance skills over traditional accounting backgrounds in the CFO role.Insights into the Series A to Series C funding processes, including investor expectations and maintaining clean financials.Common challenges during rapid growth and the importance of resilience and problem-solving.Key financial metrics and unit economics crucial for SaaS companies and how they evolve.Strategies for hiring the right talent and balancing process and control with growth objectives.Links mentioned:Luigi's Linkedin Learn more about LinkSquaresLuigi’s Book Recommendation: The 12 Week Year: Get More Done in 12 Weeks than Others Do in 12 Months  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this weeks episode of CFO 4.0 join Hannah Munro as she interviews Alex Ladd, CEO of Mindstream Analytics, Discover key insights and strategies for successful financial transformation projects. In this episode, we cover:The importance of customer involvement and realistic expectations.How to identify data issues through process evaluation rather than just data accuracy.The critical role of change management in the success of transformation projects.The importance of ongoing investment and seeing technology as a journey, not just a project.How performance management tools have evolved and the impact of AI and machine learning.The necessity of clear communication and setting expectations with all stakeholders.Links mentioned: Alex's LinkedinLearn more about Mindstream Analytics  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, hosted by Hannah Munro, we look into the practical aspects of calculating the financial benefits of your new transformation project. This session is inspired by a listener’s request for a more detailed example of building a financial business case. Key points covered include:Learn how to estimate the financial ROI over a five-year periodUnderstand the value of better reporting and analyticsDiscover methods to measure time saved and efficiency gainsAssess the impact of better credit control and customer portal implementations on cash flowEvaluate the financial impact of mitigating risks such as fraudLinks mentioned:July FTL: Calculating the Financial Benefit of Your New Transformation ProjectRevisit previous Financial Transformation Live  sessions Register for August's Financial Transformation Live sessionCFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of the CFO 4.0 Podcast, Hannah Munro, is joined by Sara Daw, Co-founder and Group CEO at the CFO Center and the Liberti Group. Sara shares her journey from the corporate world to founding the CFO Center, and provides valuable insights into the evolving role of CFOs, particularly in the context of fractional and part-time positions.Key topics covered in this episode:The concept and benefits of fractional and part-time CFO roles for SMEs.The unique challenges and opportunities fractional CFOs face compared to their full-time counterparts.Strategies for effective financial management and planning in smaller businesses.The impact of technological advancements and AI on the CFO role.The integration of ESG and DEI initiatives within the CFO's responsibilities.The future of the C-suite and the growing importance of flexibility and adaptability in leadership roles.Links mentioned Sara’s Linkedin Learn more about The CFO CentreLearn more about The Liberti GroupLearn more about Sara’s work hereSara’s book “Strategy and Leadership as Service” Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro is joined by Jason Godley, CFO of Xactly Corp. as they the critical soft skills necessary for successful CFOs. Exploring how effective communication and strategic thinking are key to driving business success. Jason shares insights from his extensive career, offering valuable advice for both aspiring and seasoned CFOs.Key Discussion Points:Importance of clear and succinct communication with boards and CEOsStrategies for presenting complex decisions and balancing risksAdapting communication styles for different CEO personalitiesTechniques for managing challenging board dynamics and building relationshipsEngaging employees and explaining financial concepts in relatable termsLinks mentioned: Jason’s Linkedin Learn more about XactlyJason’s Book Recommendation: Think Again: The Power of Knowing What You Don't Know by Adam Grant Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro is joined by co-host Paul Newton, Pre-sales Consultant at itas, to delve into the essential components of successful financial transformation projects. Topics covered include:Defining Project Scope and Priorities: Tips on setting clear goals and involving the right stakeholders.Budget and Resource Management: Discussing the importance of budget considerations and resource allocation.Integration and Implementation Strategies: Exploring the pros and cons of Big Bang versus phased approaches.Data Quality and Migration: Assessing and improving data quality before migration.Optimisation and Continuous Improvement: Ensuring ongoing value and practical tips for continuous improvement.Choosing the Right Partner: Key questions to ask potential partners and the importance of long-term support.Links mentioned:Hannah’s LinkedInPaul’s LinkedInLearn more about itas Solutions Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of the CFO 4.0 podcast, Hannah Munro talks to Michelle Pendergast, Group Finance Director at The Lowry Theatre. Michelle shares her unique journey from dance college to heading finance at one of the UK's leading cultural venues.This episode covers:Michelle's transition from a creative background in dance to a career in finance.The challenges and strategies of managing finances in a non-profit organisation.Insights into The Lowry's budgeting and forecasting processes for their diverse range of performances.Balancing commercial and non-commercial activities to support The Lowry's mission.Implementing cost-effective financial practices in a charitable setting.The importance of aligning finance with the organisation's artistic and community objectives.Engaging with various departments and stakeholders to communicate financial data effectively.The role of finance in supporting The Lowry's social and economic impact initiatives.Links mentioned: Michelle's LinkedinLearn more about The Lowry Theatre Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, Hannah Munro explores the essential topic of designing robust finance data structures. This month's session examines various aspects of financial data design, ensuring it meets both current and future needs.Topics covered in this episode:Components of Strong Financial Data DesignCommon Mistakes and RisksEnsuring the Right Financial StructureSystem Capabilities: Evaluating system layers, dimensions, and available reporting toolsPractical Testing and FeasibilityMigration and PlanningLinks mentioned: June FTL: Navigating Process Improvement on the Maturity ScaleRevisit previous Financial Transformation Live  sessions Register for July's Financial Transformation Live sessionCFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this special episode of CFO 4.0, Mark Blackmore steps in for Hannah Munro to provide a mid-year roundup of our podcast's most impactful conversations from 2024. Join us as we revisit the wisdom, laughter, and ground-breaking ideas shared by our remarkable guests.Key Highlights:January:Scott Buchanan on the challenges and preparations for taking a company through the IPO process.Dominique Highfield from Purple Bricks on the dynamics of financial and operational leadership.Soufyan Hamid on the transformative power of storytelling in finance.Chris Ortega on generative AI and navigating business uncertainty.February:Hannah Williams, CEO of Alacrity, on effective team communication and the transition from CFO to CEO.Jamie Irwin on the dynamic world of CFO recruitment in private equity.March:Nicholas Boucher on the transformative power of Artificial Intelligence in finance.Tory Bauman on the intricacies of financial planning and analysis in telecommunications infrastructure.Christian Frantz Hansen on balancing quantitative and qualitative measures in performance management.April:Andy Burrows on developing a business-focused finance mindset.Marie Charpentier on transforming finance teams in high-growth companies.Clive Webb on the pivotal role of sustainability in mergers and acquisitions.May:Katrina Nacci on the complexities of US GAAP and proactive planning.Arjit Kumar on leading through major organisational changes.Howard Friedman and Akshay Swaminathan on leveraging data science for business success.June:Chris Lloyd Mostyn on mastering project requirements in financial transformation.David B Horne on fundraising, scaling businesses, and the challenges faced by diverse founders in venture capital.Episodes mentioned:158. The Road to IPO: A Bitcoin Depot Story with Scott Buchanan159. A Leadership Journey at Purplebricks – Insights into Cash Burn, Resilience, and Transformational Triumphs with Dominique Highfield160. Transforming Numbers into Stories: The Power of Financial Communication with Soufyan Hamid161. Navigating 2024: Agility, AI, and People-Centric Finance with Chris Ortega164. Leadership Evolution: Transforming from CFO to CEO with Hannah Williams165. PE Backed | Insider Information on the Recruitment of CFOs in Private Equity with Jamie Irwin167. AI's Role in the Future of Finance with Nicolas Boucher168. PE Backed | The Evolution of a Finance Leader: Journey Through Audit, IPO, Acquisitions to Private Equity with Tory Bauman169. Balancing Acts: Performance Management in Finance with Christian Frantz Hansen171. Beyond Numbers: Cultivating a Business-Focused Finance Mindset with Andy Burrows172. Global Expansion Tactics: Finance Strategies for Success with Marie Charpentier Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsJoin Hannah Munro as she interviews David B. Horne, Founder of Add Then Multiply and Funding Focus. With over 20 years of experience as a CFO, David shares his wealth of knowledge on fundraising, scaling businesses, and the challenges faced by diverse founders in the venture capital industry. Key topics covered include:Insights from David’s extensive experience as a CFO across various industries and his transition to running his own business.The current market difficulties, inherent gender biases, and the lack of diversity in the venture capital industry.Exploring crowdfunding, angel investing, and family offices as viable alternatives for conservative growth plans.David’s FACE methodology (Fund, Acquire, Consolidate, Exit) for driving business growth and successful scaling.Key considerations and best practices for merging and integrating businesses post-acquisition.The critical role of CFOs in financial modelling, scenario planning, and ensuring the financial health of the business.Links mentioned: David's LinkedinLearn more about Add then MultiplyRead David's Book 'Add then Multiply'Read David's Book 'Funded Female Founders' Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!