Sub-Optimization: Making Space for Serendipity and the Unexpected.

Today’s workplace – and the world in general – is all about optimization. We use phone apps to order a cup of coffee, weekly groceries, and more for quick pick-up – sometimes without even having to exit our cars. We try to keep up with the ‘speed of business’ by scheduling back-to-back-to-back meetings with little time to refresh or act upon the outcomes of those meetings. We seek out new tools and technology that can streamline tasks – not to lighten our loads, but to allow us to take on ever more daunting levels of productivity.

And we wonder why burnout is at an all-time high.

Read More…

Process Mapping - A Great Technique to Streamline Admin Operations

Businesses often get tied up in hidden red tape. Staff members develop habits and create processes that over time cause delays and increase costs. Sometimes these unnecessary steps are an unforeseen result of company policy. They may be a holdover from a previous ownership. They could be the result of an imperfect amalgamation of companies, where managers adhere to old procedures while imposing the new. All these process kinks accumulate over time, creating inefficiencies that add nothing to customer value.

Read More…

The Importance of Training and Coaching Your Financial Officers

There is never a bad time for you to focus on the professional development of your team. Finding the time is another matter. It’s easy to defer the investment until “it’s more convenient” or the “new version is released”. By the time you reach those timelines, it may be too late. Your team has left or isn’t capable of performing to the standards you expect. It’s not on them. It’s on you.

Read More…

CFO Talk:  The Perils of Ignoring the Income Trap

Welcome to the latest episode of “CFO Talk,” where the wisdom of the balance sheet takes center stage and the nightmares of the Income Trap unfold. Host Steve Rosvold and Joe Connors, a premier banker on the U.S. West Coast, dive deep into the world where numbers aren’t just numbers—they’re the very lifelines of our businesses.

Read More…

The Tragedy of the CFO Staying in Their Own Lane

Years ago, a global consulting company, developed the slogan,

“Each employee comes with their own brain at no extra cost.”

In the years since coming across that slogan, I have had the opportunity to deliver talks to the Oregon Society of CPA’s, Institute of Management Accountants, the Financial Executives Network Group, and other professional organizations with Finance and Accounting professionals in the crowd.

Read More…