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Shane Leonard, an experienced CFO with an entrepreneurial background, on becoming a trusted advisor to founders

CFO Insights

NOTE

Building Trust with the CEO, Founder, and Board: Key Strategies for Success

Building trust with key stakeholders, such as the CEO and board, is crucial in a new company. This involves navigating difficult conversations, ensuring thorough board meeting coverage, and adapting your approach to different stakeholders. For series A and B companies, the founder CEO and co-founders are the primary stakeholders, so building trust quickly is essential. This can be achieved through improved budgeting, management information packs, KPI presentations, timely filings, and delivering board packs well in advance.

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