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FInEx AmeriEuro - Panel 5 Finance on the Fly - Agility as a Competitive Edge

Don’t miss this transformative session from the FinEx AmeriEuro Summit 2025! Our panel, ” Finance on the Fly - Agility as a Competitive Edge,” brought together some stellar finance leaders to explore how agility is reshaping the role of the CFO.

Andrew Lee
Chief Financial Officer at Scythe Robotics, Inc

Jesper Hybholt Sorensen
Co-Founder, Finance Analytics Institute

Paul Barnhurst
The FP&A GUY

Steve Rosvold
Founder and Chief Learning Officer at CFO.University

CFO Talk: Data-Driven Decisions: Unlocking the Power of Analytics in FP&A Part 1 of 2

If you thought the wildest thing to happen to a finance department was a spreadsheet with color-coded tabs, think again. On the latest episode of CFO Talk: Data-Driven Decisions: Unlocking the Power of Analytics in FP&A” host Steve Rosvold and guests Bryan Lapidus (Director of FP&A Practice at AFP) and Prashanth Southekal (Founder, DBP Institute) embark on a lively expedition into the jungle of digital transformation in finance.

Bryan Lapidus
Director, FP&A Practice

Prashanth Southekal
PhD, MBA

Steve Rosvold
Founder and Chief Learning Officer at CFO.University

Why We Still Can’t Get Career Development Right: Work Institute’s 2019 Retention Report reprises a familiar refrain: “Career development continues to be the leading cause of employee turnover in the US.” Yet again, organizations, talent professionals and leaders have to face the hard data and hard reality that we’ve still not cracked the code on what matters most to employees: career opportunities. It’s not for lack of effort. Companies are investing extraordinary resources in skills training, portals, online systems and processes designed to make this happen. And it all falls short. Here’s why.
Julie Winkle Giulioni
Bestselling Author, Speaker and Expert on Leadership and Career Development

Prasad Nilantha
Finance Manager

Prasad is a professionally qualified Chartered Accountant with a BSc Business Administration and over 15 years of diverse experience in B2B & B2C businesses across numerous industries and geographies. He is currently working as a finance manager. He has also taken upon himself to learn about concepts and terms commonly used but infrequently understood in our profession.

Prasad allows CFO.University to share his work with our global finance community under his column “Learning Financial Concepts from the Excerpts of Others”. Prasad researches various financial concepts of interest to the CFO and summarizes these concepts for our consumption in an easy to understand fashion. Learning filled pieces that take minutes, not hours to get through.

You can find Prasad’s full collection excerpts here Learning Through PN

David Safeer

David Safeer is a globally recognized expert in cash flow optimization and the founder of David Safeer International, which educates and advises accountants and CFOs on cash flow and profit maximization strategies for their clients. His work has impacted hundreds of businesses with revenues from $1 million - $20 million in 40 countries.

As vice president and general manager of Kodak Latin America, he transformed his division from years of loss to profitability in 18 months. As president of Iomega Latin America, Inc., David grew revenue by 404% in 5 years and profits by 181%. David has a master’s degree in International Management and 20 years of working with Fortune 100 companies such as Morgan Stanley and Dell.

David teaches accountants how to grow their revenue with cash flow advisory services through his cash flow advisory certification program and mastermind groups. He has been quoted in hundreds of news stories, spoken to audiences internationally, and appeared on dozens of podcasts and various television outlets.

Governance & Controls – structure and controls.

Transaction Recording – systems, transaction processing and closing the books.

Reporting - efficient, timely and accurate information for decision making and meeting compliance requirements.

Business Planning - provide the financial roadmap for the company with supporting analytics.

Financial Forecasting - integrate the company’s current performance relative to budget with the real-time business environment.

Investment Analysis - the framework to analyze new opportunities as they present themselves.

Cash Management - the discipline to ensure cash is available to operate the business normally.

Funding - Planning for and raising funds to meet the needs of the business.

Risk Management – Identification and mitigation of key business risks.

Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

Four Pillars of Executive Expertise

CFO.University is built around the Four Pillars of CFO Success. These Pillars are supported with Core Competencies. Our framework allows you to master your role as a senior financial officer. The Four Pillars are made up of:

Accounting – Governance & Controls, Transaction Recording and Reporting

Finance – Business Planning, Financial Forecasting and Investment Analysis

Treasury – Cash Management, Funding (Capital Raising) and Risk Management

Leadership – Self Awareness, Team Building and Strategy & Culture

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