CFO Leadership Council News

Our published resources, news, and upcoming events, all in one place!

Survey: Nearly Half Of CFOs Don’t Have A Succession Plan

Most Say It's Because They're Not Planning to Leave Soon ~ A recent news release submitted by our sponsor Robert Half.   Change management is always a major concern for organizations, but few challenges are more disruptive than an executive departure. In a new survey...

Driving Business Agility in A Digital World

During the last decade or more, the business world has officially moved into a new and exciting digital age. With intelligent or “extreme” automation on the forefront of many company’s agendas, CFOs have to be prepared for this shift that has already begun taking...

Wide, Wide World of Due Diligence

An acquisitions attorney took a rather frustrated call from his client following the completion of an acquisition, with the awkward question regarding a particular operational surprise: “Why didn’t you think of that?”  It’s easy to imagine that the client had earlier...

Divide & Conquer

Divide & Conquer An excerpt from the book The Transition Game, written by CFOLC member Greg Olney. For more information on Olney, scroll down. The “Divide & Conquer” strategy can be a good thing if you’re talking about an algorithm set in recursion to divide a problem...

The Indispensable CFO: Viewpoint From Angela Tise, National Membership Chair & Northeast Regional Director

Coming up on December 11th in our NYC chapter, we are holding a discussion that I know will be quite interesting – the topic is on The Indispensable CFO.  This title made me think to myself, what does a CFO ( or financial executive headed toward this position) have to...

Spotlight on Information Technology

“It wasn’t so many years ago that pre-acquisition assessments of a company’s technology were limited to check-the-box activities”, reflected Patrick Moroney, Chief Information Officer (CIO) of Central States Funds and previously CIO of several private equity-backed...

Survey: Nearly Half Of CFOs Don't Have A Succession Plan

Most Say It's Because They're Not Planning to Leave Soon ~ A recent news release submitted by our sponsor Robert Half.   Change management is always a major concern for organizations, but few challenges are more disruptive than an executive departure. In a new survey from Robert Half Management Resources, only 52 percent of CFOs said they have identified a successor for their position. The research suggests small businesses (20-49 employees), in particular, may be less prepared to deal with potential leadership changes, with only 37 percent of financial executives at those companies citing they have an heir apparent. Of the

Demonstrating Resilience and Adaptability in Changing Times

Every business landscape can prove challenging to navigate, but in today’s climate demonstrating resilience and adaptability is key when times get tough. At the 2018 CFO Leadership Conference, Rebook’s Craig Thornton, Vice President of Finance, and John Lynch, Vice President of CtC, shared their expert views and experiences on this topic and more. From the headquarters’ daring move to Boston’s Seaport District, to its new ‘Muscle Up’ Financial Fitness project, the duo shared how the business started exceeding goals in just 15 short months. Reebok, founded in 1895, has gone through a transformation over the decades. From Bolton, England where

Mindy Barker, CFOLC Co-Chair, Announces Release of Finance Book, Pitching To Win

Mindy Barker of Barker Associates and Co-Chair for The CFO Leadership Council's Jacksonville chapter, has announced the release of her new book Pitching to Win: Strategies for Success. Drawing on Barker’s extensive experience working in private equity and financial management, the book offers practical advice for pitching a business to investors, including how to get a company infrastructure-ready and how to create pitch materials.  Barker recently hosted a webcast for CFOLC members, sharing her expertise on the subject. Barker developed the idea for the book after seeing the need for a broader understanding of the process of selling a business and

Key Success Drivers In Deal Negotiations: Part III in Acquisition Strategy Series

  Authored by Joseph Feldman This article is the final in a 3-part series dedicated to acquisition strategy, and authored by Joseph Feldman, President of Joseph Feldman Associates. Plenty of ink has been spilled on negotiation strategy.  Some useful, some less useful (or simply not my style).  “Getting to Yes” by Roger Fisher and William Ury is a personal favorite, though experience probably remains the most valuable resource. As such, this blog post will be limited to negotiation-related observations and recommendations useful to a CFO specific to business acquisitions, particularly private transactions in the middle (or lower middle) market.  We’ll

On The Spot Networking from Boston member Joyce Welsh, CFO, BrightWork

Are you ready to network on the spot in any situation? We all know that person who seems to fall into perfect opportunities over and over… the reason for their “luck” is that they are ready to network at a moment’s notice, so when the perfect opportunity presents itself, they are ready to go.   Well, little did I imagine that my driveway would set the stage for four sets of people and countless opportunities to be realized. The Players: My husband and yours truly Two founders of a local non-profit My realtor, his wife, and their son My son

Making A Difference ~ Supply And Demand Re-Imagined from Boston member Joyce Welsh, CFO, BrightWork

  If you’re like me, you are pretty fulfilled in your career, but there is still a desire to do... more. Do you ever sit at your desk wishing that your role might help the greater good?  I used to imagine that someday I could run a charity, work for the Red Cross in an impoverished country, or help provide computers to children who could not afford them. I wanted to add a contribution to the world, but where could I find the time in my daily life? I had a family and commitments and responsibilities. There was no way I

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Our published resources, news, and upcoming events, all in one place!