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.
Meet our panelists:
Andrew Lee, CFO at Scythe Robotics
Dan Crumb, CFO of the Kansas City Chiefs
Jesper Hybholt Sorensen, CFO at Mambu
Paul Barnhurst, “The FP&A Guy”
Our host:
Steve Rosvold, Chief Learning Officer at CFO.University
Our panelists embark on a journey beyond the numbers and traditional roles to explore the magic of agility. In today’s fast-paced world, adaptability isn’t just a skill—it’s a necessity for success in the CFO realm. Our panel dove deep into how agility can transform financial strategies, enhance decision-making, and drive growth.
The critical lesson? CFOs need to pivot quickly, foster innovation, and leverage data not just to survive but to thrive. From optimizing processes to driving top-line growth, agile CFOs are setting the stage for future financial success.
Agility fuels competitive advantage, enabling CFOs to lead with confidence and foresight. It’s time to harness this power and revolutionize your approach!
Use the Chapter Slide in the lower corner of the video to skip to each chapter.
Chapter 1: Introduction to Agility in Finance 00:00
Chapter 2: Andrew Lee’s Fix-It Team 03:36
Chapter 3: Harnessing Data for Agility with Paul Barnhurst 08:40
Chapter 4: Agility in Action at the Kansas City Cheifs with Dan Crumb 11:33
Chapter 5: Advanced Analytics with Jesper Hybholt Sorensen 16:57
Chapter 6: Key Themes and Lessons in Financial Agi 22:35
Chapter 7: Closing Thoughts on Agility 40:56
Here some quotes from the presentation that capture the key concepts discussed:
“In today’s rapidly changing business landscape, financial agility isn’t optional. It’s essential for survival and success.” - Jess Dewell
“Our goal was to basically take any process or system that wasn’t working very well and make it better, like, quickly, just as fast as we could.” - Andrew Lee
“We put that in place. First week, we got our first few things done. Secondly, we got our next two things done.” - Andrew Lee
“If you put in the time, you start to learn the data. You can get the reporting. The systems will come in time, but a lot of it is just using the tools you have to be more agile and figure out how to do things.” - Paul Barnhurst
“We have a CRM system. We have other systems that we use for data visualization. We have our ERP. We have a separate budgeting and forecasting system. So weaving and tying all these together so that we get really good information…” - Dan Crumb
“You earn the right to be a business partner by being agile. If people won’t invite you to the meeting, if you’re holding everything up, if you’re the… anchor on all the decision making, you’re not gonna be invited.” - Steve Rosvold
“It’s the people that mentioned that we need to think about. This is where we need to be curious about how to deliver more insight or how to deliver more foresight.” - Jesper Hybholt Sorensen
“Think like you own this business. That way you’re more connected to outcomes. You’re going to make better decisions if you think like the owner.” - Dan Crumb
“We shouldn’t focus our time on the green (well functioning) ones here, the one where everything was positive. Also, we shouldn’t focus our time on the one where everything was negative (investment too great). Our opportunity was improving at the margins.” - Jesper Hybholt Sorensen on analyzing the sales pipeline and forecasting sales
“We were able to, start tracking in the system through, you know, a bunch of just check boxes basically that were indicators that we’re getting closer and closer to a signed deal.” - Andrew Lee
“Had one person… take notes. One person make sure we’re on time in the agenda. One person report out to the company what we had done the prior week and what we’re going to do in the next week.” - Andrew Lee
” A agreat way to knock out a ton of stuff, really, the most important stuff, relatively quicklys with an Agile ‘Fix It,’ team.” - Andrew Lee
“Agile ... how we move and act quickly while staying responsible to the business” - Steve Rosvold
These quotes provide a good summary of the key themes and concepts discussed in the panel, focusing on agility, data, and strategic collaboration.
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