Interactions with the Board of Directors can be intimidating for a first time CFO, or even an experienced CFO being introduced to a new Board. To help navigate the critical relationship between the CFO and their Board we interviewed four seasoned public company directors and received a treasure trove of insightful responses.

In part II of the series we cover questions 3-5 from our interview with with the Directors.

3. Are there characteristics you have seen in CFOs that are particularly useful from a Board of Directors perspective?

4. Are there any backgrounds (experience or formal training) that seem to develop more capable CFOs than other backgrounds?

5. Is there a “good way” or “right way” for a CFO to publicly oppose a decision made by the CEO or the Board?

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Interactions with the Board of Directors can be intimidating for a first time CFO, or even an experienced CFO being introduced to a new Board. To help navigate the critical relationship between the CFO and their Board we interviewed four seasoned public company directors and received a treasure trove of insightful responses.

In part I of the series we cover questions 1 and 2 from our interview with the Directors.

1. What are the key roles the Board expects out of the CFO in their role as a member of the leadership team?

2. What are the primary roles the CFO plays in serving the Board?

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This instructional video covers why account reconciliations are critical to running a well-managed business and how you can get there.

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Recently, the concept of critical data has caught the attention of data management professionals. I myself was no exception, so I decided to dive deeper into this subject and do some research. In this article, I would like to share some results of my research and my experience with:

• …definitions of critical data and critical data elements (CDEs)
• …reasons to use CDEs
• …key challenges with CDEs in practical implementation.

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Recently, I have encountered a lot of discussions within the FP&A community about business partnering. The challenge in such discussions is to move from the theoretical reasoning into practical execution. In this article I will highlight one area where cooperation between FP&A and Data management professionals can deliver mutually beneficial results.

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