CFO Leadership Council News

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

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...

Opening the Door to Acquisitions – Identifying and Engaging with Sellers

Some companies pursue growth through acquisitions by initiating a search for potential targets suited to their strategy.  Other firms may be prompted to consider acquisition by seeing potential in a company they already do business with (or compete against). Whether a...

Founding Member & Co-Chair of the Orange County CFOLC Nominated Once Again!

As founding member and co-chair of the Orange County CFO Leadership Council, Guita Sharifi has help build the foundation and growth of the Southern California local chapter of a leading professional association whose mission is to empower senior financial executives.  In her important role, she has acted as a mentor to many other CFO members of this burgeoning organization. Guita also works to develop effective executive programming annually to assist CFOs in bettering their businesses. This year, the Orange County CFO Leadership Council congratulates co-chair Guita Sharifi on her 6th consecutive-year nomination for CFO of the Year from Orange County

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 asked for a comprehensive due diligence checklist, expecting more wisdom from such a list than is warranted. Of course, diligence checklists can be invaluable to assessing a potential target.  However, a CFO is well-advised to look beyond checklists when evaluating a potential company for acquisition.  Even the most “complete” checklists are typically limited, to facts and figures, legal documents,

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 into sub-problems. A big problem can be answered in an expeditious fashion this way. But when the “Divide & Conquer” approach is used on right relationships, it’s seldom good. Most of the time, people in positions of power will use this technique to stay in power by using: Meaninglessness – When people in

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 industrial and healthcare companies.  “Meantime, the level of connected-ness among a company’s operations, financial results, and its information systems has completely changed that.  Acquirers must consider the increasing dependency of all organizational functions on technology as digitization and a globally-pervasive internet raising competitive standards.  The thoughtfulness of a target’s technology strategy (or its absence) can provide leading indicators of post-closing surprises that could make-or-break

November is Long-Term Care Awareness Month

Long-term illnesses are very challenging emotionally, physically, and especially financially.  I should know, as I have lived through 3 grandparents, 2 in-laws, and one mother who all needed or still need care.  It is difficult to watch those you love lose the ability to do for themselves, and to experience the toll it takes on family and friends who are thrust into the role of caregiver. Some of these situations seem to come out of nowhere after a stroke, a fall, or a surgery gone awry, while others are slow and progressive, like Parkinson’s, Alzheimer’s, or cancer.  Regardless, if you

3 Skills Today’s Finance Leaders Need

The job description of the modern CFO has certainly changed in recent years. A chief financial officer no longer just crunches numbers and looks at financial statements all day. As traditional finance work continues to make the rapid shift to digital, transactional roles are slowly disappearing. Previously here on The CFO Leadership Council, we discussed heightened innovation, globalization, and the emergence of new competitors as other variables that have added layers of complexity to senior management titles. Progressing through the ranks no longer works if you are unwilling to adapt to the changing landscape. To be a successful CFO, one must be

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