Vineet Jain
Director, CFO Services at Genpact
Responsible for end-to-end improvements for Finance & Accounting processes, global standardizations, intelligent automation, and changes relating to people, policies, and controls
20+ years of strong experience in CFO advisory, finance operations, and process improvements .
Extensive experience in the Finance Transformations, Financial management, Reporting and Analytics.
Expertise in global IT implementation of Financial, Regulatory, Customer Experience and Reporting solutions.
Specialties:
Business Analysis, Transformations, Corporate Finance, Financial Planning & Analysis (FP&A), Processes, Budgeting and Forecasting, Financial Controls and Reporting, Business Strategy, and Consulting, CFO and CXO Advisory, Shared Services Strategy, Mergers & Acquisition, Accounting, Audit, Compliance, Capital Market Operations, Project Management
Proven expertise in Customer / Client Relationships. An Effective communicator and problem solver.
Solid Credentials: MBA, Bachelor of Commerce (Honors), Certified Chartered Accountant (CA)
Articles from this Contributor
- Finance Innovation and Excellence Part III
- CFO Talk: The CFO and Finance Transformation with Vineet Jain
- From Vision to Execution: Initiating the Finance Transformation Journey
External Links
James Perry
Exam & Career Coach
James Perry is a respected professional in accounting and finance, known for his ability to guide and mentor individuals to achieve their professional and personal aspirations. He has a successful career in the industry and is an Associate Lecturer at the University of Ulster.
James offers a range of services through his consultancy business, including his “Accounting Exam Accelerator” and “Accounting Career Accelerator” programs, as well as corporate workshops. He is a Fellow Chartered Accountant, Associate Fellow of the Higher Education Authority, holds a Masters Degree in Advanced Accounting, a First-Class Honours Degree in Accounting, and an Executive Coaching certification.
He is a Northern Ireland Top 40 Under 40 2018 & 2019, a TEDx Speaker and has assisted hundreds of students and professionals in reaching their goals. James is also an adventurous traveller who brings a unique perspective to his work and clients.
Articles from this Contributor
- Crafting Your Professional Reputation: A Strategic Guide for Success
- Infusing Your Employees’ Roles with Purpose and Meaning
- 7 Mindset Shifts for Success in Accounting and Finance
- 6 Unusual Ways to Take Control of Your Career Development
External Links
Ehab Sobhy
Group Finance Manager, Business Performance at AL-Futtaim Real Estate Group.
Ehab Sobhy is an experienced Financial Planning & Analysis (FP&A) Director with over 21 years of finance experience in the field of finance and analytics. With a proven track record of driving profitable business decisions and contributing to company growth, Ehab has become a trusted leader in FP&A.
Ehab excels at developing financial models and performing detailed analyses to identify potential opportunities and areas for improvement. His expertise extends to budgeting, forecasting, and strategic planning.
He has extensive experience in strategic financial planning, financial reporting, financial forecasting, budget management, and team management.
CFO.University is thrilled to share Ehab’s thought leader in the FP&A space with our community.
Articles from this Contributor
- How AI Is Transforming the FP&A Career, The benefits, and the challenges.
- Guide to Financial Statement Analysis- the most important method of financial analysis.
- Transform Your Business with High-Impact Budgeting and Forecasting Processes: A Practical Guide.
- A Quick Guide to Connecting the Three Main Financial Statements.
- Unlock Your Financial Potential: Discover the Top 5 Planning Techniques for Success.
- 5 Essential Financial KPIs Every Finance Leader Should Track
- The Importance of Budgeting and Forecasting: How Combining Both Can Drive Business Success
External Links
Fateh Sahel
Lecturer & financial consultant
Fateh Sahel - Fateh Sahel is a finance and management accounting researcher. He obtained his accreditation in statutory audit in 2009, and his doctorate in management of organizations with honors from the University of Boumerdes in 2016, and in 2017 he obtained a Qualified Learning Facilitator Certificate from l’Ecole Hôtelière de Lausann Hospitality Management School.
Fateh always had two hats; an academician and a professional, he worked as an accountant, auditor and head of mission in a private Algerian audit and consulting office, and he held positions of responsibility in a big hotel investment company (SIH) as head of the internal audit department in 2013, and Finance and Accounting Director of one of its subsidiaries in 2014.
Articles from this Contributor
- Supply Chain Management: Corporate Vision: Part IV – The 6 Key Elements of an Integrated Supply Chain
- Supply Chain Management: Corporate Vision: Part III – Supply Chain Integration and Decision Making
- Supply Chain Management: Corporate Vision: Part II – Supply Chain Management Today
- Supply Chain Management: Corporate Vision: Part I – SCM, VCM and EPM defined
External Links
Jeff Severson
www.primaryfunding.com
• Are you a B2B business looking for additional financing?
• Have you been declined by a bank?
• Have customers indicated payment delays?
• Are your accounts receivable efforts taking too much time and stress?
• Do you need reliable short-term cash flow solutions?
• Do you have a lot of outstanding invoices that your clients haven’t paid yet?
• Is the annual revenue of your business between $500,000 - $25 Million?
The stress of owning a business can be overwhelming, especially when you add the challenges of trying to gain access to the financing you need to support your operations and growth.
What would you do if you had access to financing?
• Stabilize and grow
• Increase the production of your products or services
• Hire the employees you need to meet the needs of your clients
That’s where we come in.
Articles from this Contributor
External Links
Ravi Bhardwaj
Ravi Bhardwaj the CEO and Co-founder of Kosh.ai. He is a serial entrepreneur who has worked in multiple industries and geographies. With Kosh.ai, he is building a comprehensive platform to automatically manage financial operations and payments reconciliation. He is deeply passionate about solving complicated solutions using technology. He holds a bachelor degree and a masters degree in engineering and an MBA.
Articles from this Contributor
- Spreadsheets – The Good The Bad And The Ugly
- Perfecting Finance Operations through Recs and Retrieval
- Automation: A Key Step in Real-Time Data Analysis
- CFOs and Digital Leadership – Automation for Transformative Change
- Automation Is Transforming Finance Operations
- When Do Spreadsheets Serve the Needs of Finance Operations?
External Links
Raghavendra Reddy
Co-Founder, bluecopa
An finance trained (Chartered Financial Analyst with post graduate degrees in Finance and Marketing) entrepreneur with a track record of launching successful startups. Currently a co-founder of bluecopa, a FinOps & Business Observability SaaS platform for high growth companies
Articles from this Contributor
- Finance Innovation and Excellence Part II
- The CFO Tech Stack: How To Build Your Modern Software Rack
- Flux Analysis: Road to Observability and Integrity
- Intelligent Finance Operations – How Finance Observability is Shaping the FinOps of Tomorrow
- Why Hyper-Growth E-Commerce Businesses Need to Reimagine Their Finance Operations.
- Finance Observability - what is it and how is it revolutionizing Finance teams
External Links
Yiannis Papadopoulos
CFO
Helped and trained Greek start-ups and small businesses to set-up their own in house finance department.
Moved to London for a Masters Degree in Financial Management and continued helping start-ups through a VC backed company and then moved to a FTSE 250 real estate company.
Continued his entrepreneur spirit and commercial finance attitude and landed to Ladder. Where now brings his combined experience between start-ups and corporate world to help Ladder build their own finance department and set up processes that scale for growth.
Articles from this Contributor
- Cash Flow Creativity: Strategies to Keep Your Money Moving
- Strategic Pricing: Mastering Pricing in the Dynamic Professional Services Market
- Finance Innovation and Excellence Part I
- Unveiling the Hidden ROI
- Data Centered KPIs for Operations, Finance, and HR
- How To Keep (Irrational) Emotions Out Of Ruining Your Company
External Links
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.
Articles from this Contributor
- CFO Talk: Improving Cash Flow with David Safeer
- Fire “Loser” Clients or Keep Wasting Your Cash
- Keep Digging. The Problem With Your Cash Flow Isn’t What You Think It Is
- Cash Flow Management: Being Unconventional
External Links
Olga Rudakova, FCCA
Finance professional | Data skills trainer | Dashboard design consultant | ex-Mars, ex-Tesco
Olga is a finance professional and data skills trainer. Olga is passionate about data insights and data visualization. With over a decade of corporate career in FMCG and Retail she was supporting various business units towards data-driven decision making. At the Business Intelligence startup Olga has learned, what the biggest obstacles on the way to insights-driven organization are.
Currently, as a full-time trainer and consultant she helps her clients bridge the gap between data and actionable insights.
Through her workshops, Olga can help your team with a shift of their collective mindset to embrace data!
From just showing the data to visual storytelling! (workshop “Storytelling with Business Data”)
From an intuition-based to data-driven decision making (workshop “Data-driven Decision Making)
From static reports to dynamic actionable dashboards (workshop “Storytelling in Dashboards”)
These and more workshop descriptions at olgarudakova.com
Articles from this Contributor
External Links
Aliyyah Abdullah, CPABC
Finance Business Partner | Writer | Geek
I draw on 15 years of work experience and an umbrella of skills to solve problems within finance and accounting. This experience includes effective communication, managing cross-functional teams, board reporting, budgeting and forecasting, scenario planning, risk analysis, technical accounting, and process improvement. I have enjoyed working within small and medium-sized entities for most of my career, which has given me a more significant impact on leading and contributed to my entrepreneurial personality.
My career has also involved being outsourced at a listed fortune 500 company and working within the public sector. While enriching, this journey provides a backdrop for being unique, flexible, and contributing different perspectives.
In 2020, I decided to get serious about professional writing, so I write in my spare time. In 2021, I wrote an academic paper to help junior finance professionals improve their influence, and this was nominated for a Rubery Award in 2022.
Articles from this Contributor
- Limiting Factors/KPIs/Variance Analysis
- To SME or not to SME – The Pros and Cons
- For Finance Professionals: Impact = Acumen
External Links
Gustavo Porporato Daher
Corporate Financial Consultant & Professor / former CFO
- Freelance Consultant on business administration and digitalization of the Finance function (SME and corporations).
- Finance and Accounting professor and Speaker at international events; writing a PhD thesis on Outsourcing, BPO and Shared Service Centres.
- Experience on maritime shipping and logistics matters
- Chief Financial Officer (CFO) with more than 20 years of international executive experience.
Board member of companies in the Logistics / Shipping / Port Terminal / Trucking activities.
Managerial experience in the Industrial and Manufacturing sectors.
Excellent results Transforming the Finance Function through leadership in Outsourcing and Offshoring, managing local & remote Teams and helping people through the process of change.
Articles from this Contributor
- The CFO and Sustainable Finance Part IV
- The CFO and Sustainable Finance Part III
- The CFO and Sustainable Finance Part II
- The CFO and Sustainable Finance Part I
External Links
Sophia Matveeva
CEO and Founder of Tech For Non-Techies
As a non-technical founder, Sophia has learned how to build and analyse digital products, lead technical teams and hire developers. She believes it is not only possible but desirable for people without computer science backgrounds to create digital products, so we can all benefit from diversity of thought to create useful new tech.
Sophia understands creating something new is hard enough. Her goal with Tech For Non-Techies is to make it easier.
She is a Member of the University of Chicago Alumni Board and a Business Mentor at the Polsky Center.
Articles from this Contributor
- CFO Talk: Data, Talent and the Chief Financial Officer with Sophia Matveeva
- The 6 Paths To Innovation Every CFO Needs To Know
External Links
Victor Ojeleye
Business Group FP&A Planning & Reporting Manager at Cargill Protein North America
My long term objective is to courageously lead a global company, creating value for shareholders and the company while developing profitable and innovative solutions for customers. I am driven, diligent and passionate about my work and I seek to drive impact through diverse and inclusive collaboration. Servant leadership, willingness to learn, community engagement, and mentorship are key elements of my leadership approach and professional growth journey.
Articles from this Contributor
- CFO Talk - Leading Teams While Improving Self with Victor Ojeleye
- Victor’s 10 Reflections on Leadership - Bonus: What does tough leadership mean
- Victor’s 10 Reflections on Leadership - 10 Your team needs you to be their champion
- Victor’s 10 Reflections on Leadership - 9 Know your boundaries and honor them fully
- Victor’s 10 Reflections on Leadership - 8 Be a better listener
- Victor’s 10 Reflections on Leadership - 7. Celebrate the Victories
- Victor’s 10 Reflections on Leadership - 6. Give your team opportunities to rise to the occasion
- Victor’s 10 Reflections on Leadership - 5. The team goes as I go: high energy -> high engagement
- Victor’s 10 Reflections on Leadership - 4. Raise intensity and clarity to drive accountability
- Victor’s 10 Reflections on Leadership - 3. You will miss some interdependencies in complex work - plan for them next time
- Victor’s 10 Reflections on Leadership - 2. Invest the time in individual growth that adds to team success
- Victor’s 10 Reflections on Leadership - 1. Lead with your heart (3:41)
- CFO Talk: Reflections on Leadership with Victor Ojeleye - Part II (20.58)
- CFO Talk: Reflections on Leadership with Victor Ojeleye - Part I (15:34)
External Links
Paul Barnhurst
The FP&A GUY
Qualified finance professional, wishing to contribute expertise in a leadership role offering opportunities to assist with company growth and staff development. Possess a strong background in finance management, business intelligence, forecasting, and financial/statistical modeling.
Areas of Expertise:
★ Variance Analysis | ★ Team Leadership | ★ Profit & Loss (P&L) | ★ Business Intelligence
★ Report Development | ★ Relationship Building | ★ Budgeting/Long Range Strategic Planning
★ Stakeholder Communication | ★ Scenario Planning | ★ Financial/Statistical Modeling
★ Business Processes | ★ Policies and Controls | ★ Structured Query Language (SQL)
Articles from this Contributor
External Links
Glenn Hopper
Director, Eventus Advisory Group
Glenn Hopper is a director/CFO at Eventus Advisory Group and the author of Deep Finance: Corporate Finance in the Information Age.
Articles from this Contributor
- Finance Innovation and Excellence Part III
- Introducing Otto the Audit Bot
- Embracing AI in Finance and Accounting: Balancing Risk and Innovation
- CFO Talk: The Evolution of the Chief Financial Officer with Glenn Hopper
- The Evolution of the Chief Financial Officer
- The Digitization of the Finance Function
- Becoming a “New Age” CFO
- Improving Business Valuation with Finance Automation
External Links
Ken Fick
Founder - FPAexperts.com
Curious, entrepreneurial and innovative finance leader, with the ability to communicate from big picture to small detail. With over 20 + years of finance experience, he has led critical business and financial planning, forecasting, and complex decision support analysis initiatives for companies of all sizes. Ken does this by moving ideas from concept to execution through the people, process, and technology that business today.
Specialties:
• Budget/Forecasting
• FP&A and CFO Solutions
• Solution Strategies & Roadmaps
• Business Process Optimization
• M&A Transaction & Integration Support
• Risk Analysis & Financial Modelling
I am a frequent speaker and writer for various financial publications including the Argyle Group, CFO Dive, and CFO.com, among other media outlets.
Articles from this Contributor
- 5 Financial Indicators Your Company May Need A Finance Transformation
- 5 Indicators That Your Company Needs A Finance Transformation - Finance FTEs Per Set $ Of Revenue (Part 5 Of 5)
- 5 Indicators Your Company Needs A Finance Transformation - Monthly Financial Close Cycle Time (Part 4 Of 5)
- 5 Indicators Your Company Needs A Finance Transformation – Annual Budget Cycle Times (Part 3 Of 5)
- 5 Indicators That Your Company Needs A Finance Transformation – Financial Forecast Cycle Time (Part 2 Of 5)
- 5 Indicators That Your Company Needs A Finance Transformation – Growth Of Finance Function Expenses Exceeds Revenue Growth (Part 1 Of 5)
- The Overlooked Skill For FP&A Professionals
External Links
Scott Philips
Managing Partner and Founder TruNORTH Partners
With 30+ years of diversified experience in business leadership, Scott is recognized as an action-oriented leader. His strengths lie in family business transitions, strategic management, business coaching, succession planning, leadership development, employee engagement and productivity, culture, acquisition integration, executive coaching, and revenue generation.
Scott has successfully worked with over 500 companies and coached 300+ CEOs to better their businesses and pilot smooth transitions. Scott’s greatest joy in business is seeing transformation in the individuals, teams, and companies that TruNorth works with. In Scott’s words, “Every business is unique, but they all have needs, desires, and wishes. My greatest joy is enabling them to succeed.”
Articles from this Contributor
- When You Have to Rock the Boat: Managing Transitions
- Where is There
- Time to Think, Act, and Engage Differently: Courageous Leadership
- Planning
- 5 Signs You Are Not Connecting with Your Team
External Links
Solange Charas
Founder and CEO at HCMoneyball
Human Capital expert with 25+ years experience as Consultant, Practice Leader, Top Corporate Executive, and Board Director across all industry sectors. Adept at the strategic C-Suite/Board level, as well as “roll-up-your-sleeves” tactical level. M&A Due Diligence expert with 70+ completed transactions.
PhD research proves a direct and statistically significant relationship between Boards (4% impact) and C-Suite teams (20% impact) and corporate profitability. Developed proprietary products to effectively create and manage high-performing work teams (PhD focus); and identify organizational effectiveness and ROI of human capital investment.
Creative and innovative HR leadership, program design and culture/climate change agent. Experience in leading large and diverse programs and staffs. Extensive international experience including competency in five languages. Certified Team Coach.
Distinguished Principal Research Fellow at the Conference Board, and on the Advisory Board of the Human Capital Center
Articles from this Contributor
- CFO TALK - The CFO’s Role in Talent Management with Solange Charas
- HUMAN CAPITAL AS A COMPANY ASSET: APPLYING UTILITY ANALYSIS
- CFOs, Apply Supply Chain Logic To Human Capital Management – Part 2
- CFOs, Apply Supply Chain Logic To Human Capital Management – Part 1
External Links
Mark Stiving
Advisor and Chief Pricing Educator, Impact Pricing
Mark is a pricing expert who helps companies understand value, how to create it, communicate it and capture it. He has a PhD from U.C. Berkeley and an MBA from Santa Clara University, plus 25+ years pricing experience. As an educator, speaker and coach, Mark applies innovative, value-based pricing strategies to guide growth and increase profits for large and small companies.
Articles from this Contributor
- CFO Talk: The CFO as a Key Player in Pricing
- Three Pricing Issues for CFOs to Watch Out For
- Pricing and the P&L – Gross Margin, Variable Costs and Overheads
- Pricing – Keep it Simple, Fair While Maximizing CLV
- Pricing: Flat Rates vs. Hourly Rates: Which One Should You Use?
- The Role of the CFO in Pricing
External Links
Susan Goldberg
Leadership Consultant, Susan Goldberg Leadership
With over 25 years of experience in executive search consulting, I have researched and studied behavior around developing and retaining talent within an organization. My work with young leaders enables a company to maximize the abilities of every employee - and build stronger relationships between seasoned staff, new talent and the company. Ultimately, my expertise in building stronger bonds results in a better return on talent that impacts current and future P&L.
I’ve been hiring and coaching young senior professionals and those who hire them since the 1990’s. I understand how difficult it is today to keep this talent at an organization for the long term. I am aware that as of 2020, those born in the Millennial years (1981-1996) will be the largest percentage of the workforce (49%). You need their voice in order to stay relevant and profitable.
Having worked with today’s emerging leaders, I understand they want more than diverse incentives and flexible workstyles to stay committed to an organization. They want an environment that embraces their unique insight and expertise, inspires, motivates and offers career options combined with learning opportunities. I work with companies/teams/departments to create this engagement and community environment in which these talented professionals can not only thrive but want to remain and contribute to the success of the organization for the long-term.
Articles from this Contributor
- Overcoming Bias: I’ll Have the Usual, or….? Or, what?
- Want Retention? Try Respect.
- Today Overall Knowledge Beats Deep Expertise
- Listening to Everybody’s Voice
- Losing an Employee is Hard on a Team (and a Business)
External Links
Haroldo Monteiro
Finance Director, REIT
Haroldo Monteiro has been leading business strategy projects at big retail companies in Brazil for more than 30 years. While working in this sector, he has developed the skills of a good communicator and negotiator. These two skills are relevant to the modern CFO who is striving to better align their company’s financial strategy with its core operating strategy.
Haroldo has expertise in the development of structured finance operations through the issuance of CRIs (Certificate of Real Estate Receivables) and Debentures. Evaluation of corporate financing needs for investment purposes, working capital, changes in capital structuring, and restructuring of company´s debt.
Haroldo holds an MBA Degree in Business Administration at Ohio University and a Ph.D. at Rennes School of Business in France. His thesis addresses the topic of the importance of a CFO’s soft skills and the company’s performance. In addition, he has an interest in researching CFO’s leadership skills and their influence on financial management performance.
Articles from this Contributor
- The Changing Role Of A CFO – New Competences And Skills Are Necessary To Face New Challenges
- Working Capital and Creating a Culture That Respects Cash
External Links
Paul Gundersen
Vice President North American Sales and Partnerships at Attain Insight
Paul has worked in a variety of strategy, analytics, corporate, and entrepreneurial roles. He has a broad background, is an excellent communicator, has directed complex efforts, and enjoys bridging the gap between business and technical communities. He adds value in many aspects of running a business/operation.
Seasoned business leader:
- Career Focus | Most of my career has focused on aligning people on strategic priorities
- Complex Challenges | Expert at bringing order to chaos and driving managed change
- Compliments | Business background is complimented by a deep background in technology
- Company exposure | Startup to Enterprise
- Aligning Stakeholders | Skilled at interfacing at all levels of the organization
- Subject Matter Expertise | Subject matter expert in Business Intelligence and Planning
Paul has:
- driven sales and strategy in various entrepreneurial ventures
- worked with Accenture in delivery and deal shaping
- built/sold FirstQuarter (an entrepreneurial startup)
- served as CIO for Right Management Consultants and Strategic Distribution
- worked in various leadership capacities for Cognos, Microsoft, and Du Pont
- performed extensive research on the US Stock Market and built a real-time trading system
Articles from this Contributor
- Can we really “Stop using Excel”?
- ERPs and Budgeting—What the Excel?!
- The Importance of Planning and Forecasting in Business Intelligence
External Links
Bernie Smith
KPI Author, Consultant & Trainer, Made to Measure KPIs
Bernie Smith, founder of Made to Measure KPIs, trains and coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision-making.
His approach has been adopted by many organisations, including Airbus, HSBC, UBS, Lloyd’s Register, Credit Suisse, Royal Bank of Scotland, LloydsTSB and many others. He has written twenty books on KPIs, regularly tops this category on Amazon and is a frequent key-note speaker on performance measurement.
Earlier in his career, Bernie, who qualified as a professional engineer, worked as a consultant leading teams delivering exceptional operational improvement in blue-chip companies using Lean and Six Sigma approaches. This broad industry experience has given him a unique perspective when it comes to developing KPIs to improve organisational performance.
Bernie lives in Sheffield, UK, with his wife Liz, two children and some underused exercise equipment.
Articles from this Contributor
- Finance Innovation and Excellence Part III
- CFO TALK - The Best Way to Choose Your KPIs - Bernie Smith
- Too Many KPIs? Shortlisting: Why you need it and how it works
- How Woolly Words can poison your KPIs
- Are you driving using the rear-view mirror?
- CFO Talk: The CFOs Guide to Great KPIs with Bernie Smith
External Links
Jerry Vieira
President & Founder of The QMP Group, Inc.
Jerry Vieira is a Certified Management Consultant and President & Founder of The QMP Group, Inc..
QMP helps clients discover and mine hidden opportunities for revenue breakthroughs, earnings growth, and increased corporate value. We focus a client’s Market Strategy, streamline their Business Development approach, instill rigor and discipline into their Sales Process and inspire their team to higher performance.
Jerry is considered an insightful, creative and energizing force - the kind of mind you want in the room when struggling with a tough issue. As one CEO put it, Jerry combines “ … a quick wit and brilliant insight.”
A strategic advisor to SMB B2B CEOs/Owners, Jerry is the creator of the QMP Foundational Marketing Methodology™, the QMP Marketing & Sales Engine™, QSP Sales Process, the Consultancy Navigator™ Program and Omni™, a universally tailorable consultancy client situation assessment tool.
Jerry writes and delivers motivating and insightful talks & workshops on market strategy, the adoption of innovation, sales, and performance excellence. He has been cited by business authors, his own writings have appeared in Chief Executive Magazine, CEO Refresher, Industry Week, Business Marketing, Electronics Business, Elsevier Business Journal, the IndUS Business Journal, the Association for Strategic Planning.
Jerry earned an M.B.A. from the University of Rhode Island and two BS degrees, in Electrical Engineering and Music. He has held management positions in engineering, manufacturing, marketing & sales, in both Fortune 500 and pre-and-post IPO small firms.
On a personal note, Jerry is a musician. A trumpet player since his second teeth grew in, he played his first nightclub at the age of 11. Currently, he mostly composes and can typically be found at any piano in his line of sight.
Articles from this Contributor
- The Tragedy of the CFO Staying in Their Own Lane
- 13 Insights CFOs Should Know about Marketing & Sales
External Links
Lance Rubin
CEO and Founder at Model Citizn
Lance and Model Citizn help businesses solve some of their most complex problems by forecasting cash flow, changes to sales credit terms, expense management, property development, capital raising and valuations to name a few.
They help businesses and finance professionals make relevant, informed and purposeful decisions with insight.
Lance has assisted diverse businesses which want help in forecasting cash burn rate, break even point, business valuation, debt refinancing and capital raising as part of the consulting and advisory services we offer.
With over 20+ years of financials services experience Lance has developed strong BI capabilities across products and markets and reporting at board level coupled with strong technical accounting skills.
Articles from this Contributor
- CFO Talk: How CFOs Should be Preparing Their Business to Take Full Advantage of Modeling: An Interview with Lance Rubin and Giles Male
- CFO Talk: Modeling Demand Beyond the Simple Financial Model: An Interview with Lance Rubin and Giles Male
- CFO Talk: What Skills Should CFOs be Developing on the Modeling Teams?: An Interview with Lance Rubin and Giles Male
- CFO Talk: How is Modeling Changing and Why Should CFOs Care?: An Interview with Lance Rubin and Giles Male
- CFO Talk: How CFOs are Using Models to Create Value: An Interview with Lance Rubin and Giles Male
- CFO Talk: The CFOs Guide to Financial Modeling/Modeling in a Crisis
External Links
Christopher Argent
Editor in Chief, Generation CFO
Chris champions the “yin yang” of holistic finance business partnering enabled by digital finance transformation. He calls his work the “Digital Finance Core”. It’s a set of models and methods he has created over the last 15 years. He explains more in his upcoming book: The Good Mixer - The Digital CFO Opportunity.
Chris’s earlier career focused on business partnering, performance and growth strategy, then finance transformation and technology.
Technology is part of his expertise, but it’s not the focus, as talent and change strategy is required before successful implementation and sustained performance.
Articles from this Contributor
- Finance Innovation and Excellence Part II
- The Digital CFO Skill Shift – Evolution of the CFO Suite
- Why Finance Transformation Should Start With a Fast and Efficient Financial Close
- Why There Has Never Been a Better Time to Embrace Digital Finance
- How to Stop Messy Data from Hindering Your Performance
External Links
Prashanth Southekal
PhD, MBA
Prashanth Southekal is the Managing Principal of DBP-Institute, a Data Analytics consulting and education firm. He has consulted for over 50 organizations including P&G, GE, Shell, Apple, and SAP and solved problems that are at the intersection of data, technology, and business productivity. He is also an Analytics Advisor for SAS-Institute (Western Canada), Evalueserve (Switzerland) and Grihasoft (India). Mr. Southekal is the author of 2 books - Data for Business Performance and Analytics Best Practices. Apart from his consulting pursuits, he is an Adjunct faculty of Data Analytics at University of Calgary (Calgary, Canada) and IE Business School (Madrid, Spain). He has a PhD from ESC Lille (FR) and MBA from Kellogg School of Management (US). He lives in Calgary, Canada.
Articles from this Contributor
- 2024 Data, Analytics and AI Predictions and Prescriptions for CFOs - Arun Marar
- 2024 Data, Analytics and AI Predictions and Prescriptions for CFOs - Sanjeev Chib
- 2024 Data, Analytics and AI Predictions and Prescriptions for CFOs - Tobias Zwingmann
- 2024 Data, Analytics and AI Predictions and Prescriptions for CFOs - Prashanth Southekal
- 2024 Data, Analytics and AI Predictions and Prescriptions for CFOs - Full Production
- The CFO’s Role in Managing Cybersecurity Threats and Risks
- 3 Myths about Data Quality
- Driving Customer Intimacy with Data and Analytics
- The Impact of Data, Analytics and AI on Enterprise Performance Management
- The 5 Pillars of Data Visualization
- Leadership is All About Asking the Right Questions
- Finance Innovation and Excellence Part I
- CFO Talk - Data Management: The New Frontier with Prashanth Southekal
- Five Key Commandments Of Data Visualization
- Decision Science for Improved Business Results January 26, 2023
- Research Report: The Impact of Data and Analytics on Business and Finance
- A Framework to Manage Business Risks with Data and Analytics
- What Data Should You Track To Optimize Your Business Performance?
- Can Data Be A Liability For The Business?
- Bad Analytics: What They Are and How to Avoid Them
- Webinar - Finance Data Analytics for Business Results
- Data Standardization
- Can Incomplete Data Provide Valuable Insights?
- Why Data Analytics is Heavy on Data Engineering
- CFO Talk: Data Analytics for Finance Leaders with Prashanth Southekal - Part III
- CFO Talk: Data Analytics for Finance Leaders with Prashanth Southekal - Part II
- CFO Talk: Data Analytics for Finance Leaders with Prashanth Southekal - Part I
- Why is Data Missing from the Balance Sheet?
- CFO Talk: Data Analytics for Finance Leaders with Prashanth Southekal
External Links
John Thackeray
Chief Risk & Compliance Policy Writer, RiskInk
John Thackeray is the founder and CEO of RiskInk. helps firms control their risks by developing their risk/compliance narrative through policy, program and procedural writing. Over his long career, he has held many risk positions, including CRO posts where he interacted and engaged with US and European regulators. John is a frequent contributor, thought leader and speaker on risk industry insights. His risk engagements have included published risk articles and white papers for the Global Association of Risk Professionals (GARP), the Risk Management Association (RMA), the Professional Risk Management International Association (PRMIA), the Association of Certified Fraud Examiners (ACFE) and the Association of Certified Anti Money laundering Specialists (ACAMS).He frequently contributes articles on his risk insights to the Financial Executives Networking Group (FENG).
Articles from this Contributor
- CFO Talk: The Key Elements for Enterprise Risk Management with John Thackeray
- Reputational Risk
- CFO Best Practice: Traits And Data Points Required To Assure Your Procedures Fit Their Purpose
- Fraud Risk Management
- The 3 Signals of Effective Risk Management Documentation
- Operational Resilience Management
- 5 Considerations for Your Third-Party Risk Management Program
- 9 Documentation Elements of a Model Risk Program
- 7 Key Elements of Effective Enterprise Risk Management
External Links
Brian Higgins
Principal: Management Resource Technologies Ltd
Extensive experience, skills in Lean-based financial analysis as well as operational, quality and overall performance management. Original developer of Activity Value Management® (AVM®) that integrates advanced Activity Based Costing with Value Management, customer loyalty, and employee engagement to improve financial and operational performance - awarded “Best Practice by the American Productivity and Quality Center (APQC). FP&A projects for prior employers and clients consistently produced average financial improvements exceeding $8M per 1,000 employees - equivalent to 8% to 15% of revenues while enhancing the customer/employee experience. Skilled in all facets of Sarbanes-Oxley, including narration, control documentation, test script development, and auditing. Certified Six Sigma Black Belt by the American Society for Quality (ASQ). Value Management practitioner producing an average reduction of over 35% of product costs without sacrificing quality or customer satisfaction. Documented success developing unique solutions that exceed financial/operational objectives by selectively combining proven methods from a number of disciplines (financial analysis, risk assessment/control, Six Sigma, survey assessment, process management, etc.). Extensive experience as both an internal/external consultant has afforded the opportunity of working with many improvement techniques across a number of diverse organizations - specific results and success in improving revenue generation while optimizing internal costs to achieve significant gains in performance.
Articles from this Contributor
- CFO TALK - AVM & Enterprise Performance Management with Brian Higgins
- Creating Resilience – Part IV
- Creating Resilience – Part III Other Margin Protection Options
- Creating Resilience – Part II Using Activity Value Management for Performance Management
- Creating Resilience In Finance - Part I
- Why Most Cost Accounting Systems Fail
- Conventional Absorption Cost Accounting
- Case Study - Applying Activity Value Management (AVM) to Your Business
- Activity Value Management (AVM) – A New Perspective on Costs and Performance Management
- Time Driven Activity Based Costing (TDABC)
- Conventional Driver-Based Activity Based Costing (ABC)
- Grasping the Financial Situation
- The Roles of the CFO - Past, Present and Future
- The CFO’s Role in Performance Management
External Links
Giles Male
Co-founder Full Stack Modeller
Giles is a CIMA qualified management accountant and a career modeller.
He worked on multiple bid teams in the defense and telecoms industries before going it on his own as a modelling freelancer and consultant.
Giles has built a variety of models for clients, and has trained finance professionals at all levels of modelling experience.
Articles from this Contributor
- CFO Talk: How CFOs Should be Preparing Their Business to Take Full Advantage of Modeling: An Interview with Lance Rubin and Giles Male
- CFO Talk: Modeling Demand Beyond the Simple Financial Model: An Interview with Lance Rubin and Giles Male
- CFO Talk: What Skills Should CFOs be Developing on the Modeling Teams?: An Interview with Lance Rubin and Giles Male
- CFO Talk: How is Modeling Changing and Why Should CFOs Care?: An Interview with Lance Rubin and Giles Male
- CFO Talk: How CFOs are Using Models to Create Value: An Interview with Lance Rubin and Giles Male
- CFO Talk: The CFOs Guide to Financial Modeling/Modeling in a Crisis
- FAST Modelling – What’s it all about and why you should adopt it.
External Links
Phil Thorne
MD, North America
At Quorso, we passionately believe better Management is at the heart of better Business Performance. As part of the Founding Team, I lead both Operations & Finance and am also currently focused on bringing value to our Retail and Restaurant clients in the US. Our product allows business leaders to power Management by setting direction, mobilizing actions, engaging teams and learning from results all in a single tool. It’s not just about better business performance, but also more engaged teams, which led to us being named one of the top 50 global start ups in retail in 2020.
Quorso works with a variety of different Management Information sources including, POS, WFM, Task Management, Procurement and is best suited to multi-site businesses.
Areas of Expertise
+ Management Efficiency & Effectiveness
+ Business Operations
+ Corporate Finance
+ Financial Planning
+ Capital raising
+ Entrepreneurship
Get in touch to find out more or visit www.quorso.com
Articles from this Contributor
- Measuring store performance post-lockdown.
- Marketing is Moving With the Times – Finance is Stuck in the Past
- How to Stop Messy Data from Hindering Your Performance
- Is Planning Dead?
External Links
Shauna Moran
Executive Coach
Awarded as one of the Top 10 Leadership Development Coaching Companies in Europe 2020 by HR Tech Outlook.
As a transformational coach to founders, leaders and teams of fast-growing distributed companies I empower my clients to gain true strategic clarity on their remote working operations; to achieve excellent & measurable results, and to do it quickly.
I’ve experienced the challenges of hiring multi-location and remote teams, I’ve researched it, I’ve solved it and now I save businesses time and money in experimenting on how to make their workforce effective.
Articles from this Contributor
- The Principles of Good Leadership for Remote Teams
- Leading Remote Teams Through Crisis and Change
- Scaling With Remote Teams Chatri Ali – Recharge
- Being a Successful Leader of Hybrid Teams
- The Key to Enabling a Thriving Remote Work Environment
External Links
Gerry Conroy
Business Advisor, American Business Advisory Services
I help and work with Small & Medium Size Businesses recover Business Incentives offer through State and Federal Agencies. The Benefits recovered is not a loan or a grant and does not have to be paid back.
Our Core Services Include;
R & D Tax Incentives, Energy Efficient Commercial Building Deduction - 179D, Cost Segregation Services, WOTC Hiring Credits and other Local, State and Federal Business Incentives.
We can conduct an Incentive Analysis free of charge to see if your business qualifies.
Articles from this Contributor
External Links
Rick Pay
Architect of Operations and Supply Chain Strategy, The R.Pay Company
As Principal of The R. PAY COMPANY, Rick Pay helps manufacturers, distributors, retail and service companies dramatically improve their gross margins and cash flow through peak operational and supply chain performance.
Rick has a proven track record of achieving results quickly and implementing sustainable solutions for growth and profitability. In addition to his consulting work, he appears regularly as a speaker, is a frequent contributor to magazines, and publishes his insights into operations and supply chain management on his blog, Operations Payoff.
Rick draws on over 20 years of experience to produce breakthrough results in operations, supply chain strategy, materials and inventory management and business improvement. He holds a BS in business administration from Colorado State University and an MBA from the University of Montana.
Based in Portland, Oregon, Rick serves clients throughout the United States and his work has taken him as far afield as China. He enjoys traveling with his family and is an avid fly fisherman.
Articles from this Contributor
- Ways to Jump-Start Improvement in Your Accounting and Finance Team
- 9 Tips to Keep You Operating at a Strategic Level
- Leadership and Strategy in a Lean Environment
- 3 Lean Lessons for CFOs
- 2 Keys to Inventory Management - You CAN Be Empty But DON’T Be Late
- How to Jump-Start Improvement
- Getting Results: The 4 Dimensions of Executive Thought
- Are You Postponing Profit?
- The Five Essential Types of Communication – A Lesson for Finance Leaders From Ops and Supply Chain
- 3 Tools to Avoid GSM (Obsolete) Inventory
- The Perfect Pair – Bankers and Cash
- 4 Vendor Pricing Improvement Strategies
- Beyond Part Price: The Big Picture and Total Cost of Ownership
- The Case of the Mistaken Measures
- Cash Flow: Not Just For the CFO
- The Levers of Change
External Links
Andy Burrows
Owner of Supercharged Finance
Owner of Supercharged Finance - a provider of online resources for Finance professionals
Andy is a popular Finance writer, coach and online trainer.
He qualified as a Chartered Accountant in England in 1995, and has worked in business Finance since 1996, with the likes of Barclays, Centrica, Logica, and Zurich Insurance.
Having experienced a wide variety of Finance roles, including Finance Director, and having played key roles in both Finance and business transformation programmes, Andy increasingly spends his time passing on the benefit of his wealth of experience.
Nowadays, as Founder and CEO of Supercharged Finance, he provides online training and development opportunities and material to help Finance professionals get better at helping the businesses they work for.
Articles from this Contributor
- CFO TALK: The Business Focused Finance Leader with Andy Burrows
- CFO Talk: The Future of Finance: Failing Successfully
- CFO Talk: The Future of Finance: Controller to CFO/Finance, Not Just a Cost Centre
- CFO Talk: The Future of Finance: The Keys to Influence
- Are Your Monthly Reports Leading The Business Astray?
- CFO Talk: The Future of Finance: Mindset and Collaboration
- CFO Talk: Next Generation Finance
- CFO Talk: Management With No Management Experience with Andy Burrows
- Why Finance Business Partner is the new best route to a CFO role
- If you want to be a CFO, develop these three skills
- Introduction to: PERSONAL EFFECTIVENESS For CFOs and Finance Professionals
External Links
Kevin Morris
CPA, CMA
Kevin has over 20 years of experience leading financial and operational teams to improve customer satisfaction and financial performance. He has worked in a wide variety of industries including aerospace, logistics, power generation, insurance, manufacturing, retail, airline, and oil field services. He’s held a wide range of roles from financial analysis, business planning, and operations optimization through to CFO. Kevin is the Chief Financial Officer at JBPA Developments - a family office based in Ottawa with operations in Canada and the US.
Articles from this Contributor
- A CFO’s Life in Private Equity – Part V - Experience the Bolt-on Ride
- A CFO’s Life in Private Equity – Part IV - Onboarding And Getting Used to a New Dance Partner
- A CFO’s Life in Private Equity – Part III - Survive The Transition
- A CFO’s Life in Private Equity – Part II – Getting Your Financial House in Order
- A CFO’s Life in Private Equity – Part I – Introduction
- Sales Analysis: The Incredible Opportunity For Finance!
External Links
Anand Soni
Senior Finance and Commercial Professional
Anand Soni, CPA (USA), CA (INDIA), is a Seasoned Senior Finance and Commercial Professional with more than 25 years of multi-dimensional experience in Managing Group Financial, Commercial and Business Affairs of Diversified Business Units in local and International markets across Manufacturing, Contracting, Construction, Petroleum and Refinery, Property/Real Estate, Retail/ Trading, Investment, Stock Brokerage Business units.
He has worked for organizations like Zubair Furnishings LLC, Muscat, Damac, Al Faraa Group, Al Baker group, Jasco International, Bafco City Space Group in UAE and is currently working as Group CFO cum Member of Executive Committee of M/s AAB Tools group, handling and driving diversified businesses both locally and internationally.
Anand is also a corporate trainer cum financial consultant. He has conducted corporate workshops on various finance, commercial and general management subjects for working professionals and top ownership and is a frequent speaker in the Finance Conferences/ Workshops/Seminars/Summit.
During 2015, he was one of the finalists at CFO of the Middle East 2015 award.
An inspirational quote which drives Mr. Soni in every walk of life:
“As individual, you compete with yourself only everyday, every minute.”
Articles from this Contributor
- CFO Talk: Secrets for CFOs in Managing Their Boards with Anand Soni
- CFO Talk: Strategic Cost Control Without Killing Business Initiatives and Operations with Anand Soni
- CFO Talk: The “Business CFO” with Anand Soni
External Links
Archetype Consulting
Archetype Consulting provides insight born of real world experience to ensure that our clients achieve measurable and sustainable success from their Business Intelligence (BI) and Enterprise Performance Management (EPM) solutions. Archetype offers a customizable set of services, sized and managed to each organizations individual circumstance. We work with our clients to develop strategic vision, improve and align processes, implement solutions, develop internal expertise, and provide on-going support services.
Our capabilities cover the full information lifecycle, from Business Intelligence, EPM, and Data Warehousing Strategy formulation, to the design, development, implementation and support of ETL and Business Intelligence solutions. Our solutions are process driven, people-centric, and leverage technology to enable business processes critical to a high-performing organization.
Articles from this Contributor
- It is Possible to do More with Less and Create Greater Value
- 7 Challenges Finance Teams Face with 7 Solutions to Overcome Them
- FP&A Leaders: If You Aren’t Investing in Technology, How is Your Business Being Impacted?
External Links
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
Articles from this Contributor
- What is the difference between CAPM and WACC?
- What is meaning of a bell curve in a performance appraisal?
- What is Optimal Capital Structure?
- What Is the Difference Between WACC and IRR?
- Little’s Law (LL)
- Jevons Paradox (JP)
- What Are Unit Economics and Why Are They Important?
External Links
Dave Bookbinder
Executive Director of Valuation Services at Haefele Flanagan
Known as a collaborative consultant, Dave serves client companies of all sizes and industries in the area of valuation advisory. Working closely with business owners, CFOs, Controllers, CEOs and their trusted advisers, Dave strives to build relationships that add value for the long term.
Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes including M&A, financial reporting, stock-based compensation, exit strategy, and strategic planning. Among the many types of intellectual property and intangible assets that Dave has valued are human capital assets (people!).
Dave believes that people really are an organization’s most valuable asset and is the author of two best-selling books, The NEW ROI: Return on Individuals and The NEW ROI: Return on Individuals- Going Behind the Numbers, which explore the impact that people have on the value of a business.
It’s an axiom in business that “you can’t manage what you can’t measure.” Business performance, business valuation - it’s all managed by the numbers. While Dave has spent a great deal of time ‘inside’ the numbers, he has learned that the real stories and lessons-learned occur ‘behind the numbers.’ Dave hosts a talk show called Behind The Numbers where he and his guests discuss what matters most in business.
Articles from this Contributor
- Building a Dynamic Financial Forecast for Your Business
- Top 10 Mistakes Owners and CFOs Make When Valuing Their Company
- 7 Reasons to Have a Valuation Done on Your Business
- CFO TALK - Evaluating Our Most Valuable Resource with Dave Bookbinder
- CFO Talk: Human Capital and Its impact on Business Valuation - Transcript
- CFO Talk: Human Capital and Its impact on Business Valuation
- CFO Talk: Human Capital and Its impact on Business Valuation - Transcript
- Moving from Controller to CFO
- Why CFO.University?
- Steve Rosvold with Behind The Numbers
- Three A’s - Analytics, Automation and AI
- COVID Impact on CFOs and Their Companies
- The Four Pillars of CFO Success
- Leadership, Self-Awareness and Communication
- The Four Pillars of the CFO Role
- Being Exit Ready Is Good Business
- Finance Leaders and Entrepreneurship
- Human Capital Management
- Is EBITDA The Silver Bullet of Business Valuation?
- The Value Of A Brand
- In The Shark Tank It’s All About Valuation
- Thinking About Selling Your Company? Here Are 5 Things You Need And 1 You Don’t (Surprisingly)
- What Is My Business Worth? Practical tips for CFOs
External Links
Hiten Keshave
CFO, PRP Solutions
Hiten has a modern approach to empowering individuals through mentorship and hands-on assistance. He is a disruptive leaders who takes prides in the success of those under his leadership.
He uses innovative thinking, practical and theoretical knowledge to bring new ideas or assist those in business facing challenges - moving them to sustainable growth levels.
He has a passion for using modern technology to enhance business operations, both internally and for his clients.
Hiten’s passion for Bottom Up and Mindshift Leadership (and implementation of) distinguishes him from the ordinary charted accountant. His knowledge, guidance, mentoring and training to businesses and individuals resonates in success stories under his leadership. Having gone through a journey of success and defeat without access to a mentor, Hiten believes the ultimate purpose in life is to uplift others, and has set forth on a journey to assist aspiring individuals looking to progress in their careers, business and their personal lives.
For more information about Hiten, you can visit his website at www.theunconventionalca.org
Articles from this Contributor
- The Power of Empowering
- Entrepreneurs – Start thinking Bottom-Up Leadership!
- Entrepreneurs and Finance Chiefs Have a Lot in Common. Both are Leaders!
- A Story of Financial Transformation
External Links
Jeff Sakamoto
Process Improvement Consultant at Business Rehab/Southwest Business Advancement LLC
Jeff has over 30 years of experience in regional/national/international business with his primary focus being accounting process efficiency, operational analysis/improvement and IT integration. The businesses he’s served with range from small not-for-profit organizations to NASDAQ-listed multi-national organizations with the past 10 years of work performed at the senior management level. Over the past 10 years he’s been working with companies that need a senior financial professional who can understand operations and his diverse background has allowed him to be extremely effective in the role. These companies range from startup to turn-around with emphasis on rapid improvement of the analytics needed to improve bottom-line performance.
External Links
Robert Zwerling
co-Founder, Finance Analytics Institute
Robert J Zwerling is co-founder of the Finance Analytics Institute (www.fainstitute.com). FA Institute fuses finance and analytics, and through research and its Analytics Academy goes beyond the “What is” of Finance Transformation to the “How to” implement an analytics culture of data driven decisions that is Next Generation Finance.
Mr. Zwerling is also Managing Director of Aurora Predictions that offers its LightZ™ analytics and AI software purpose-built for Finance with a comprehensive suite of imbedded predictive models that delivers unbiased predictions and forecasts on large multi-source data. LightZ is intuitive to use for fast and deep insights to make better data driven decisions without need of data scientist or programming.
His 25 years career as a serial entrepreneur covers industries as manufacturing, telecom, and technology, and includes employment at Southern California Edison, Computer Sciences Corporation, and Vision Solutions. He is a regularly requested speaker on analytics and AI, and author of numerous articles and books. He is also a patron of Stanford University’s Hoover Institution.
Mr. Zwerling has a Bachelor of Engineering from Stony Brook University, Master of Science in Mechanical Engineering (thermodynamics and fluid mechanics) from CSU Los Angeles, member of the Tau Beta Pi engineering honor society, and a Registered Professional Engineer in California.
Articles from this Contributor
- Analytics Through the Lens of the CFO
- The Temperature of Finance 2020
- Visualization vs. Analytics Part III – Analytics Tools & Conclusion
- Visualization vs. Analytics Part II – Visualization Tools
- Visualization vs. Analytics Part I – Overview and Background
- From Average to World Class – Assessing the Journey towards World Class Finance Part IV
- From Average to World Class – The start button, Mindset Part III
- From Average to World Class – Roadmap to Analytics Culture Part II
- From Average to World Class – Next Generation Finance Part I
External Links
Jesper Hybholt Sorensen
Co-Founder, Finance Analytics Institute
Jesper Hybholt Sorensen is a Finance Executive who is leading global finance teams for multi-billion-dollar businesses. He has a proven track record of advancing the analytics agenda by utilizing advanced analytics to influence business leaders to make data driven decisions.
Mr. Sorensen is the co-founder of the Finance Analytics Institute (www.fainstitute.com), an educational platform bringing Books, Articles, Research, Benchmarking and its Analytics Academy to help Finance explore data in a new way to discover insight and foresight to unlock endless potential.
Mr. Sorensen is currently the Chief Financial officer at Avaloq. He has also held roles with Oracle, DuPont & IBM. He holds several advisory positions including advisory board member for Aurora Predictions and analytics expert for the International Institute of Analytics.
He holds a Masters Degree in Economics and Management from the University of Aarhus, Denmark. He is a certified Six Sigma Green Belt, and is certified in Risk Management and Strategic Decision Making from Stanford University.
Articles from this Contributor
- CFO TALK - The Analytics Business Partner - with Jesper Hybholt Sorensen
- Analytics Through the Lens of the CFO
- The Temperature of Finance 2020
- Visualization vs. Analytics Part III – Analytics Tools & Conclusion
- Visualization vs. Analytics Part II – Visualization Tools
- Visualization vs. Analytics Part I – Overview and Background
- From Average to World Class – Assessing the Journey towards World Class Finance Part IV
- From Average to World Class – The start button, Mindset Part III
- From Average to World Class – Roadmap to Analytics Culture Part II
- From Average to World Class – Next Generation Finance Part I
External Links
Ben Wann
Co-Founder, The Numbers Guys
What Drives Me? I l am passionate about finding dynamic solutions to complex problems. I am dedicated to improving workflows, developing and redesigning processes, leading teams, unlocking the power of data analytics/business intelligence, and making an organizational impact within the areas of accounting and finance. I am relentlessly accountable in everything that I do.
I am driven by a love for constant learning. I am always working to improve myself and strengthen my skillset. I have a personal commitment to reach an expert level of knowledge between the intersection of accounting and business process improvement.
Articles from this Contributor
- Standard Costing’s Time Has Finally Come…To Its End
- Standard Costing vs. Average Costing - Which To Use
- Must Good Accountants Be Good At Math?
- Finance Leaders, Don’t be Caught in “The Emperor’s New Clothes”
External Links
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Upside Business Travel
Upside Business Travel is revolutionizing travel management for small and mid-sized companies with high-tech tools, no fees and 3% cash back. To learn more about how you can centralize your company’s travel and access best-in-class customer service, at no additional cost visit www.upside.com.
Articles from this Contributor
External Links
Saleem Sufi
Global Strategic CFO
Saleem is a CFO Leadership Coach and Strategy Expert with more than 20 years CFO level experience working for top world class Fortune 500 and Private Equity owned companies in Asia Pacific, Middle East, Europe and United States. He is the Founder and President of MECA CFO Academy where he leads the Senior Finance Community with an entire focus on leadership development and career growth.
Articles from this Contributor
- 6 Mindsets for Corporate Success
- The role of a CFO in a High Performing Business Model
- How to be Comfortable Out of Your Comfort Zone
External Links
Gianluca Bisceglie
Founder & CEO, Visyond
Technologist, strategist, private equity executive and entrepreneur with broad international experience across both mature and emerging markets.
Gianluca is the Founder and Chief Executive of Visyond, an Excel-compatible collaborative spreadsheet, analysis, presentation and reporting platform that connects, automates and tracks everything whilst safeguarding sensitive information.Gianluca holds an MEng in Electronics Engineering from the Polytechnic of Turin (Italy) and an MBA with Distinction from London Business School. To learn more visit www.visyond.com.
Articles from this Contributor
- The Changing Role of a CFO
- Is AI the Future for Spreadsheets?
- Finance Transformation: How Cloud Solutions Can Be A Catalyst For Process Improvement As Well As A Driver Of Business Transformation.
External Links
Jason Lockard
Sr. Vice President Enterprise at BlueGrace Logistics
Jason is an experienced Senior Vice President with a demonstrated history of working in the logistics and supply chain industry. He has strong professional skills in Negotiation, Operations Management, Freight, Sales, and Warehouse Operations.
Articles from this Contributor
- CFOs can be an Agent for Change in the Supply Chain
- The Top 15 Supply Chain Terms That Every CFO Should Know
- CFOs & Supply Chain Success: Five Steps to Delivering Success with CFO Involvement
- A Step-by-Step Guide to Doing an Internal Audit of Your Supply Chain
- How the CFO Can be a Change Agent in the Supply Chain
- CFOs: How to Make Logistics A Strategic Advantage
External Links
Kip Boyle
CEO of Cyber Risk Opportunities
Cyber Risk Opportunities company focuses on enabling executives to become more proficient cyber risk managers so their organizations can thrive. Kip and his team provide access to the people, expertise and tools their clients need to manage the risks to the digital assets of their companies—whether those assets are cash, intellectual property, identities or confidential client information.
Articles from this Contributor
- The Anatomy of a Hack: The Internet Age of Criminals – Part 5
- The Anatomy of a Hack: The Internet Age of Criminals – Part 4
- The Anatomy of a Hack: The Internet Age of Criminals – Part 3
- The Anatomy of a Hack: The Internet Age of Criminals – Part 2
- The Anatomy of a Hack: The Internet Age of Criminals – Part 1
External Links
Workday Adaptive Planning
Workday Adaptive Planning, a Workday company, is powering a new generation of business planning. Driving business agility in a fast-moving world, the Workday Adaptive Planning Cloud leads the way for people in companies to collaborate, gain insights, and make smarter decisions faster. Powerful modeling for any size organization, yet so easy for everybody who plans. To learn more, visit: Workday Adaptive Planning
Articles from this Contributor
- Step up your FP&A game with rolling forecasts
- 4 Steps to Improve Your Business Reporting Process
- 5 Ways to Step Up Your Analytics Game
- How to Increase Cross-Departmental Engagement in Your Planning Process
- Automate—and watch finance grow more agile
- 5 Tips for Better Board Reporting
- Modern business planning is now a strategic advantage
- 3 driver-based budgeting tips for CFOs
External Links
Irina Steenbeek
Data Management Professional
Dr. Irina Steenbeek is a data management professional with an extensive financial background. She works with medium-sized businesses on a strategic level, and assists top management in optimizing the decision making processes and company performance, and implementing data management frameworks, supported by an effective set of business capabilities.
Irina has a complementary practical experience in software implementation such as ERP and DWH/BI, business consultancy and control, and data science.
Irina is the author of 2 books: The Data Management Toolkit and The Data Management Cookbook, various white-papers and articles on the topics of data management and its implementation.
Throughout the years, she has worked for global institutions and large- and medium-sized international organizations, and in 2016 she has founded Data Crossroads – a consultancy agency in the area of data management. She has developed a generic data management implementation model applicable for medium-sized companies. The model offers a uniform approach that allows companies to get an effective ‘fit-for-purpose’ data management framework in a short period of time, and allows to save resources and manpower due to an efficient approach.
Articles from this Contributor
- Critical Data Elements – How to Implement Them for Your Business
- Business partnering between Finance and Data management through driver-based modeling and data Lineage
- Data lineage 105: Implementation guidelines
- Data Lineage 104: Documenting data lineage
- Data Lineage 103: Legislative requirements
- Data Lineage 102: Definition and key components
- Data Lineage 101: What’s so special about data lineage?
External Links
Doug Rainbolt
CMO and Partner at Chief Outsiders
Doug Rainbolt is a Partner and CMO with Chief Outsiders. He has occupied senior marketing leadership roles with a number of companies, including Tektronix, Brocade Communications, and SGI. His domain expertise in product management, product marketing is extensive. Doug served for 7 years in Finance at Tektronix before shifting to marketing. Prior to Tektronix Doug worked at Ernst and Whinney. Doug now serves small and medium sized companies that require the skills of a CMO -helping set the right strategy and train the resident staff - but don’t have a full time CMO need.
Articles from this Contributor
- Are CFOs from Mars, and CMOs from Venus? Part III - Developing Marketing Budget and Metrics
- Are CFOs from Mars, and CMOs from Venus? Part II - Mastering Marketing Fundamentals
- Are CFOs from Mars, and CMOs from Venus? Part I - CFOs and CMOs both Benefit by Developing a Partnership
External Links
Katharine Halpin
Katharine is a former CPA who spent her accounting career in tax, audit and internal consulting. In 1995 she formed The Halpin Companies to address the issues she observed everyday in transitions and transactions; the people issues. Since 1995 she has helped leadership teams accelerate the growth of their companies - often by 2-3x - simply by getting the right people in the right roles, focused on the right priorities and building team and organizational-wide alignment. Her tools and methods are simple, practical and provide immediate relief from challenges related to people and processes.
Articles from this Contributor
- Leading and Developing Your People
- Team Alignment: A Proven Method to Drive Bigger, Better and Bolder Results
External Links
Andrew Codd
Founder and Lead Producer at The Strengths in the Numbers Show
Andrew has 18 years experience in finance leadership and business partnering – developing accounting & finance talent to add value on the commercials and the numbers at recognizable brands like Pepsi, Virgin, Dell and a track record of driving sustainable profitable growth for local SMEs.
He is managing director and founder of an accounting and finance staffing company who match part-time top level talent, such as finance directors and controllers with SMEs, and keep his skills up to date by continuing to work as a part-time finance director for selected clients. As well as supporting SMEs he continues to consult with Dell Technologies on their recurring revenue and as-a-service lines of business.
He has also authored and published a category best selling book (Amazon US and UK) on Finance Business Partnering called “The Audacious Finance Partner: Reveals The Key Factors and Skills for Business Partnering Success”!
Articles from this Contributor
- Finance Innovation and Excellence Part II
- CFO Talk: Accelerating Finance Transformation with Andrew Codd
- 5 Ways Finance & Accounting Make a Difference
- Accounting & Finance Professionals: One Simple Tip To Get Better Results
- 3 Way Thinking For The Finance Professional And Its Role In Creating Value
- Does Your CFO View You As An Asset Or An Expense?
- One Big Thing Finance Professionals Need To Deliver Value
- The 3 Disciplines You Need To Become A Fantastic Finance Professional
- CFO Talk: Andrew Codd on Leading a Data Analytics Team
- How to Make a Difference with the 3 Languages of Finance
- Finance, The New Alchemists of Value Creation
- Hurdles Finance Professionals Can Overcome to Deliver More Value
External Links
Julie Winkle Giulioni
Bestselling Author, Speaker and Expert on Leadership and Career Development
Julie Winkle Giulioni is an author, speaker, and consultant who helps organizations:
- Demystify what it takes to become a great ‘people leader’.
- Fire up the passion and commitment of employees.
- Keep great talent by activating and developing it.
Named one of Inc. Magazines top 100 leadership speakers, Julie is also the co-author of the international bestseller, Help Them Grow or Watch Them Go: Career Conversations Organizations Need and Employees Want.
Julie works with clients domestically and internationally, offering keynote addresses, facilitated workshops, custom webinars, elearning and microlearning solutions that deliver measurable results. She is a regular contributor to The Economist, SmartBrief, Saba’s TalentSpace, the Conference Board’s Human Capital Exchange, and a variety of publications and offers thoughts on leadership, career development, and more via her blog at www.juliewinklegiulioni.com.
Articles from this Contributor
- Instilling A “Just Skill Me” Mindset at Your Company
- Individual Development Planning: From One-on-One to a Team Sport
- CFO Talk: HOT MESS? DUMPSTER FIRE? TRAIN WRECK? You Still Have to Conduct Year-End Reviews with Julie Winkle Giulioni
- Development Plan or Development Planning? There is a Difference
- Why We Still Can’t Get Career Development Right
- Learn-gevity: Enhancing Your Ability to Learn, Perform and Succeed Over Time
- Persist or Pivot? 8 Questions to Determine How to Move Your Plan Forward
- How to Foster an Organizational Culture of Learning
- You are the Steward of Your Legacy
- The Career Development Habit
- WEBINETTE: Help Them Grow or Watch Them Go
External Links
Larry Kaumeyer
Chief Executive Officer at Insights Canada and Strategic Advisor
Larry Kaumeyer runs CEO Insights. CEO Insights is a portal for CEOs and investors seeking perspectives, best practices, tools and advice on Active Management principles. Larry has extensive experience dealing with day-to-day problems and solutions through a CEO’s eyes. His passion for helping private equity participants, business owners and entrepreneurs stems from years of hands-on experience, gives him a unique perspective in assessing and supporting leaders across various industries.
Articles from this Contributor
- Actively Managing the Post-Acquisition Process in a Private Equity Transaction - Part III
- Actively Managing the Post-Acquisition Process in a Private Equity Transaction - Part II
- Actively Managing the Pre-Acquisition Process in a Private Equity Transaction - Part I
External Links
Gary Cokins
Founder and CEO: Analytics-Based Performance Management LLC
Gary Cokins is an internationally recognized expert, speaker, and author in enterprise and corporate performance management (EPM/CPM) methods and systems. He is the founder of Analytics-Based Performance Management LLC. He began his career in industry with a Fortune 100 company in CFO and operations roles. Followed by 15 years in consulting with Deloitte, KPMG, and EDS (now part of HP). From 1997 until 2013 Gary was a Principal Consultant with SAS, a business analytics software vendor.
Articles from this Contributor
- The Impact of Data, Analytics and AI on Enterprise Performance Management
- Supply Chain Management: Corporate Vision: Part IV – The 6 Key Elements of an Integrated Supply Chain
- Supply Chain Management: Corporate Vision: Part III – Supply Chain Integration and Decision Making
- Supply Chain Management: Corporate Vision: Part II – Supply Chain Management Today
- CFO Talk: Analytics Based EPM with Gary Cokins
- Supply Chain Management: Corporate Vision: Part I – SCM, VCM and EPM defined
- Elf Performance Management: EPM for Santa Claus Inc.
- Which Do You Choose - Wisdom or Answers?
- The Long Arc Bends Toward Justice
- Profitability Analytics as a ‘West Side Story’
- A Three Part Managerial Cost Accounting Lecture
- Are Accountants Homo Accounticus?
- Are CPAs Joining the Dark Side?
- Cowboy Accountants – The Lawless Frontier
- From Bean Counter to Bean Grower – the Sequel
- Can Accountants Grow the Beans Too?
- CFOs – Are You a Vanguard or a Villain?
- Beware of Misguided Accountants – A Case for Improving Your Costing System
- How Marketing and Finance Think Differently
- CFO Leadership with Business Analytics – Nature or Nurture?
- Why Will Analytics Be the Next Competitive Edge?
- Data Scientist Geeks are Chic
- Why We Like to Play with Shiny Toys
- The CFO’s Expanding Role – Reality or Delusion?
- Why Is Solitude the Secret to Enterprise Performance Management (EPM)?
External Links
Brad Eisenhuth
Founder & CEO - The Outperformer
Brad is the Founder and CEO of the award-winning team at The Outperformer. A passionate consultant to the CFO, accounting and finance space for 15 years, this business was designed to raise the performance bar of finance relative to the rapidly changing landscape facing the profession.
The team now offers solutions across career management and executive coaching, business partnership, leadership and finance culture programs, financial modelling & decision support; all provided under The Outperformer’s unique Co-Design model which was awarded Education & Training Program of the Year in 2018. His role has him working with experts in the field across the world and playing a lead role in the design of large scale programs with clients of The Outperformer.
Always dedicated and curious about the accounting and finance community, Brad wrote and published the popular book “CFgrOw: Staying in the driver’s seat on the path to CFO” (published in 2015), which became recommended reading by the Institute of Chartered Accountants. He has also featured in the Australian Finance Review, Acuity magazine, Shortlist and other publications for his views and research on the accounting and finance profession, and regularly sought out to speak at conferences and events related to careers and the future of finance.
Don’t miss Brad’s Career Management Courses
Articles from this Contributor
External Links
PitchBook
PitchBook is a financial technology company that provides data on the capital markets to help professionals discover and execute opportunities with confidence and efficiency. We collect and analyze detailed data on the entire venture capital, private equity and M&A landscape—including public and private companies, investors, funds, investments, exits and people. Our data and analysis are available through our suite of products (the PitchBook Platform), industry news and in-depth reports.
Articles from this Contributor
- Breakfast with PitchBook – Recap of 2019 and Predictions for 2020
- Spotlight: Basics of cash flow management
- M&A 101: The difference between mergers and acquisitions
- M&A 101: What investment bankers do in mergers and acquisitions
- M&A 101: What antitrust law means for mergers and acquisitions
- M&A 101: The role of due diligence in mergers and acquisitions
External Links
John Sbrocco
Healthcare Consultant at Questige
John W. Sbrocco, CSFS is the President of Questige Consulting. As a leading healthcare risk manager and benefits consultant, John has built a reputation based on transparency and results. Most notably, John’s clients often point to his ability to implement complex risk management solutions in a way that’s digestible, actionable and more importantly, measurable.
These core values along with John’s skill set fueled the success of John’s two companies, Questige Consulting and Achieve Health Alliance. With innovative healthcare solutions as a deep-rooted passion, John has just completed Breaking Through The Status Quo, a book that will drive the conversation on how to disrupt the current state of rising healthcare costs by strategically enhancing benefits.
John is an in-demand speaker at industry events and conferences and has been featured in industry publications including, most recently, BenefitsPro magazine.
A Certified Self-Funding Specialist, John is a member of the exclusive Agency Growth Mastermind Partnership and is a Charter Member of the Association for Insurance Leadership.
Articles from this Contributor
External Links
John O’Dore
Co-Founder at Chinook Capital Advisors
John has been a trusted advisor working with business owners and shareholders of privately held businesses for more than 25 years with leading investment banking firms such as Seattle-based Meridian Capital and global investment banking firms Credit Suisse First Boston, Merrill Lynch and Bank of America. He has developed a successful track record by helping owners work through complex business transitions, recapitalization and company sale transactions. John has closed more than 100 company sale, recapitalization, financing and M&A transactions across multiple industries ranging from branded consumer to food and beverage, manufacturing, aerospace, business services and more.
For 20+ years, John lived and worked across Asia in China, Hong Kong, Taiwan and Singapore. During his time abroad he picked up two Chinese dialects as well as global insight which enables him to bring both local and global perspective to transactions today.
In 2010 John returned to his native Seattle and continued his work in investment banking with Seattle-based Meridian Capital. In 2017 he co-founded Chinook Capital Advisors with Ed Kirk.
A graduate of Seattle University’s Albers School of Business, John currently serves as a board member for the Albers Alumni Association as well as the Association for Corporate Growth, Seattle Chapter. He and his wife, Candy, have three grown children and a grandchild. When he’s not helping his clients, John often dreams of his next fishing and crabbing boat or helps cheer on the Mariners to the next World Series.
Articles from this Contributor
- Decoding Working Capital: An Overlooked Factor in M&A Transactions
- The ABCs of Rolling Equity: A Story of Chips and Apples
- COVID’s Impact on Private Company Valuations
- Of Course, Enterprise Value = EBITDA x the Multiple… Uh, So What’s the Multiple?
- Due Diligence Is Just Around The… Oh Wait, It’s Already Here. Be Prepared.
- It’s about trust: why you should invest in a Quality of Earnings Report
- Some Say LOI’s Aren’t Worth the Paper They’re Printed On. We Disagree.
- What the heck is adjusted EBITDA and why is it so darn important?
- Creating the Team to Sell Your Business
External Links
Nancy Wu
Sales and Customer Success
Nancy Wu has spent most of her career working in, consulting for, and auditing various accounting departments’ financial close process for public and private organizations ($200 Million to $4 Billion).
Her published work around leveraging user behavior to design internal controls is archived in the Cornell University Library. Ms. Wu is also the author of a whitepaper that discusses management standards around balance sheet reconciliation process. She is the subject matter expert on an award-winning webinar program that draws hundreds of signups each month on topics ranging from internal controls over financial reporting, to month-end close infrastructure, to Finance tone at the top.
Ms. Wu currently leads sales and customer success for SkyStem, a technology company that offers month-end close and reconciliation automation for mid-market companies in banking, healthcare, retail and various other industries.
Articles from this Contributor
- Four Effective Strategies to Speed Up Your Month-End Close
- Book of Secrets for the Month-end close
- Happily Ever After - Achieving a Fairy Tale Month-End Close
- Perfecting the Close: Back to the Basics with Reconciliations
- Perfecting the Close Part III - The Three Steps to Creating the Closing Checklist
- Perfecting the Close Part I - Introduction to the Formal Closing Checklist
- Perfecting the Close Part II - How to Overcome Barriers to Creating an Effective Closing Checklist
- Should We Expect More From the Close?
External Links
Dave Sackett
Chief Solutions Architect
Dave has held CFO and CIO roles with private companies where he actively managed the Finance, Accounting and IT functions as a lean operation. He currently is the Head of Operations - Boston Office at Pixelette Technologies . His main leadership goal is to help clients improve profitability by carefully selecting investments in technology. He delegates tasks and coaches staff to become a high performance, problem solving team. He takes a serious approach toward continuous professional development.
Articles from this Contributor
- CFO Talk: Leading Edge Technology Update for CFOs with Dave Sackett Part III
- CFO Talk: Leading Edge Technology Update for CFOs with Dave Sackett Part II
- CFO Talk: Leading Edge Technology Update for CFOs with Dave Sackett Part I
- CFO Talk: Leading Edge Technology Update for CFOs with Dave Sackett
- Blockchain Solutions for Finance - Part IV Micro Learning
- Blockchain Solutions for Finance - Part III Micro Learning
- Blockchain Solutions for Finance - Part II Micro Learning
- Blockchain Solutions for Finance - Part I Micro Learning
- Blockchain Solutions for Finance - Dave Sackett for CFO.University
- Get Ready for Artificial Intelligence
External Links
Peter Chisambara
Founder & EPM Specialist at ERPM Insights
Peter is an Enterprise Performance Management specialist and the Founder of ERPM Insights. With over a decade experience working in finance, he helps business leaders implement strategy more effectively, make informed risk decisions and improve strategic/enterprise performance. Peter is passionate about the integration of strategy, risk and performance functions of the organization and ensure all work together towards the achievement of business objectives, resulting in effective decision-making and improved enterprise performance. His areas of expertise include strategy management, budgeting & forecasting, cost transformation, process improvement, reporting & analytics, and enterprise risk management.
Articles from this Contributor
- How Feasible Are Your Strategic Objectives?
- The Finance Function of the Future
- Innovation in the Finance Function
- Analytics and AI: Humans and Machines are Good at Different Aspects of Prediction
- Embracing Risk for Improved Business Performance
- Integrating Risk and Performance Management
- Taking a Proactive Approach To Enterprise Risk Management
- Five Factors to Consider When Establishing Risk Tolerance
- Thinking About The Upside of Risk
- 5 Reasons Why Many Cost Reduction Initiatives Fail
- Achieving True Cost Transformation
- Applying Design Thinking to Finance
- Talking About the Risks of AI and Cognitive Technologies
- Financial Planning and Analysis Leaders are Failing to Deliver Higher Strategic Value
- For Chief Financial Officers: A Practical Approach to Using Artificial Intelligence - Part IV
- For Chief Financial Officers: A Practical Approach to Using Artificial Intelligence - Part III
- For Chief Financial Officers: A Practical Approach to Using Artificial Intelligence - Part II
- For Chief Financial Officers: A Practical Approach to Using Artificial Intelligence - Part I
External Links
Bryan Ducharme
Co-Founder of Venture 7 Advisors
A career in small business ownership and big business consulting has given me unique perspectives on launching, acquiring, growing and exiting businesses. I’ve advised scores of companies from technology start-ups to global powerhouses, in diverse industries including industrial and consumer product manufacturing, healthcare, professional services, pharmaceuticals, and information technology.
One of the things I’ve learned is how hard it is for small business owners to find experienced, big-picture advice. There are many specialists (e.g. consultants, lawyers, accountants) who play important roles, but advisors who truly understand the whole business ownership experience are rare.
Venture 7 Advisors is my seventh venture (hence the name). My partners and I created Venture 7 so we could help other business owners build and exit their companies with confidence. At this point in our careers, it’s not just “what we do”, it’s who we are.
Articles from this Contributor
- Can your business grow too fast?
- How Much Is Your Business Worth?
- Selling Strong - How To Sell Your Business For Top-Dollar.
- Grow your business with investments in sales or marketing?
- Someone Wants To Buy Your Business - What To Do And What Not To Do.
- Business Valuations Help Owners Grow and Protect Value
External Links
Eric Hart
CEO of NPI Technology Management
Eric is NPI’s chief executive and owner, and brings to the position more than 25 years in technology management with the company. Having designed, implemented and supported over 1,000 separate networks in his career, Eric has seen how excellence in technology investment and operations can be the fuel that powers business growth and success. He has particular experience in data communications and application performance, and extensive knowledge of security standards and infrastructure management.
Eric holds several advanced certifications, and he consults about intellectual property protection and conducts security audits for IPC — the Association Connecting Electronics Industries®, a global trade organization. He contributes articles to CFO.University and various publications, and speaks regularly about current security issues on television and at industry events.
Eric is an active member of various community organizations, and is past president of the Board of Directors of Local Motion, a non-profit that promotes people-powered transportation. He is a sailor and enjoys the outdoors with his wife and two sons.
Articles from this Contributor
- Reducing IT Risk: The CFO’s Plan for Quick Recovery from Disaster
- Technology for the Remote Workplace Part III – Collaboration Tools
- Technology for the Remote Workplace Part II – Security
- Technology for the Remote Workplace Part I – Systems
- Reducing IT Risk: Planning for Business Continuity
- Stop Credential Compromises with MFA
- Technology Investment Strategies for Business Success
- 7 Tech Terms CFOs Should Know
- Do you trust your business continuity plan?
- A C-Level guide to computer changes
- Persuasive Technology Board Presentations
- How Effective is your Technology Support?
- Data security: real risks, real results
- Reducing your Frustration with Technology
External Links
Perkins & Co
Perkins & Co’s mission is to be a solution for clients who want the services and sophistication of a large firm (including our Global alliance with BDO), with the continuity of engagement personnel, personal attention from shareholders and managers, and fast response time typically found in smaller firms. Our entrepreneurial spirit, excellent service and proactive client approach have helped us become Portland’s largest locally-based accounting firm with over 175 employees, including our 26 shareholders.
Articles from this Contributor
External Links
Parker, Smith & Feek
Parker, Smith & Feek is an insurance and risk management brokerage firm that values teamwork in order to ensure the delivery of excellence for all clients. After four generations of private ownership, the knowledge, creativity and dedication of our people has fueled the growth of the firm into one of the 75 largest in the U.S.
Articles from this Contributor
- Cyber Insurance Protects Company and Client Information from Attacks
- Wellness Runs in Manufacturing Industry
- Common Gaps in Disability Insurance
- Interview With Cyber Security Expert Nick Casillas
- Builder’s Risk vs. CGL Policies – Which Policy Responds for Damages on a Project?
External Links
Jackson Lewis P.C.
Jackson Lewis P.C. is a law firm with more than 800 attorneys in major cities nationwide serving clients across a wide range of practices and industries. Having built its reputation on providing premier workplace law representation to management, the firm has grown to include leading practices in the areas of government relations, healthcare and sports law. The firm’s commitment to client service, depth of expertise and innovation draws clients to Jackson Lewis for excellent value-driven legal advice.
External Links
Andrew Jenkins
Founder MD at PDx
My name is Andrew Jenkins, and I am proud to be MD of PDx Consulting Ltd - PDx is dedicated to developing you as leaders to evolve into businesses that have a core purpose beyond just making money, that make a difference to peoples’ lives making the world better.
I care about facilitating your teams and leadership skills, so your people can do their very best work.
I love team building with ambitious leaders to create great workplaces. If you’re willing to invest in new skills and step up to new challenges, then I’m the man.
I deliver tailor-made programmes fitted to your unique circumstances, your people, your needs and problems.
I specialise in blending both ‘systems’ and ‘emotional intelligence’ to bring you useful models, simple to use tools and practical processes to bring it all to life. Take-away outputs are directly usable in your workplace.
I create structures that help you to learn directly and build your skills in emotional intelligence, collaboration and cohesion, trust and openness.
———————
Check out Andrew’s book The Authority Guide to Developing High-performing Teams.
Articles from this Contributor
- How to say sorry when you mess up
- How to Master Second-Curve Thinking and Career Success
- Learn to Dance in the Rain
- High Performance Teams - fact or fantasy?
- Are soft skills the elephant in the room?
- Mirror Mirror on the Wall
External Links
Jeff VandenHoek
Intentionality, LLC
Over 26 years experience in leadership and program development, including business and leadership development coaching/consulting, higher education administration/teaching and nonprofit leadership. Experiential teacher inspired by collaboratively helping individuals and organizations get better through purposeful intention, building trust and increasing a positive impact in their organizations and all of life. Jeff specializes in supporting and facilitating:
- Emotional Intelligence Assessments & Coaching
- High Impact Leadership Development & Influence - Leadership Coaching
- New Team Formation & Development
- Embracing Difficult, Imperative Conversations (conflict)
- Trust Development (with self, others and teams)
- ‘Simplexity’ - Blending the Complex with the Simple and keeping it Simple
- Communication Strategies - Organizational & Individual
- Creativity and Ideation - Product Development and Process
- Organization Development & Behavior
Jeff is a life long learner, attempting to capture the meaning from experiences where ever they occur. He loves watching people, listening to their stories and celebrating all of life that is lived. He is passionate about music (both consuming and performing). He is in love with his wife of 30 years and 3 children ages 26, 23 and 17. For Jeff….Life is full. Life is good. Life is Messy. Life is beautiful.
Don’t miss Jeff’s Courses:
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Contributed by Brandon Laws
Senior Director of Marketing and Product at Xenium HR
Brandon is the Senior Director of Marketing and Product at Xenium HR. He joined the team in October 2008. During his first seven years with Xenium, he held the positions of Operations Administrator, Sales & Marketing Coordinator, Senior Marketing Specialist & Business Analyst, Marketing Manager, and Senior Marketing Manager.
Taking on the role of Director of Marketing in July 2015 (adding Director of Product in 2020) Brandon spearheads all marketing efforts with a focus on lead generation, contributing to new business growth. Brandon oversees all outbound marketing campaigns, product marketing efforts, the digital marketing strategy (e.g. podcasting, video, website management & SEO, blogging, content creation, social media, pay-per-click advertising), events management, sponsorships, and public relations. Brandon is heavily involved in other company initiatives as well. He has contributed to the Xenium Culture Integration & Team Enhancement (XCITE) committee for six years and has sat on the Stoller Group wellness committee for three years.
Brandon graduated from Western Oregon University with a Bachelor of Science Degree in Business Management in 2008.
Articles from this Contributor
- The CFO Playbook: 11 Metrics Leaders Should Use to Measure the Effectiveness of Their People Strategy
- Tips for Receiving Feedback—and Putting It to Use
- Navigating Remote Work: Q&A with Suzi Wear
- Workplace & HR Trends
- How to Inspire Success and Meaning at Work
- Why We Need ‘Psychological Safety’ to Do Our Best Work
- 7 Ways to Decrease Workplace Distractions & Increase Productivity
- How to Prioritize What is Most Important – Create Your Own Life Wheel
- The Top Development Questions to Ask Employees
- 10 Unique Ideas for Onboarding New Employees
- Workplace Relationships Matter. Here’s How to Improve Them.
External Links
Bob Phillips
President & CEO at RW & Associates, Inc.
Bob has over 35 years of business experience in organizations that vary in size from the very large to unfunded start-ups. His combination of soft skills in the people management area and understanding of hard skills in the financial workings of a business give him a unique view of what it takes to be successful in the complex world that we live in today. Not only has he worked with organizations in the domestic U.S. market but has also managed staff and major change management projects internationally. His international work has been conducted in Europe, APAC, Canada and Australia.
Articles from this Contributor
- Straight Talk is Tough…but the Only Way
- Communication That Can Change a Culture
- Problem Solving in a Complex Organization Requires Two-Way Communication
- The Trust Buster…..Lipotage!
External Links
Marty Mooney
Vice President at Equity38
Marty is a private equity professional who also has experience working inside small- and medium-sized businesses in a wide variety of industries. He has led M&A processes and also helped CEOs create and drive strategies. In addition to closing private equity deals, he has raised debt and equity financing, built financial packages and financial models, worked as an interim CFO, and has helped start businesses.
Articles from this Contributor
External Links
Peter Adams
Vice President, Business Strategy, Aldrich Technology LP
Peter Adams leads business strategy for Aldrich Technology. Prior to Aldrich, Peter founded and ran Lighthouse Information Systems, a West Coast technology consultancy focused on leading clients through technological and operational challenges in order to promote growth and facilitate successful systems. While running Lighthouse for more than 35 years, Peter served clients across countless industries, including agriculture, construction, manufacturing, medical device production and technology. Before Lighthouse, he worked as a deployment specialist in the healthcare information systems arena. His approach to IT work lies in consulting clients through complex projects to achieve their ultimate business objectives.
Peter is a graduate of UC Santa Cruz in Biology and Chemistry and of Oxford University’s Advanced Management Program (AMP). Outside of work, he is a sailor, a Coxswain in the Coast Guard Auxiliary and a Black Belt martial arts instructor.
Articles from this Contributor
- Identify the Required Outcome Before Applying an IT Solution.
- Six Signs Your Company Needs ERP Therapy
- The Secret to Successful ERP Implementations is Not Putting the Cart Before the Horse
- Making Smart IT Investment Decisions
- Lessons from the Equifax Breach
External Links
Manoj Garg
CEO and Consulting Chief Information Officer
Manoj Garg is the Founder and Managing Partner of Virtual Information Executives, a consulting firm that specializes in helping clients achieve breakthrough business results through IT leadership. Manoj brings over thirty years of senior executive leadership skills and technology management experience with domestic and international operations to VIE’s clients.
Manoj’s Information Technology (IT) experience covers a broad array of skills, including Large Scale Technology Infrastructure Management, Outsourcing Management, Information Security Management, Program Management and Enterprise Resource Planning. Manoj served as the Founding CIO at WebEx Communications.
He holds an MBA in Finance from University of Rochester and an MS in Computer Science from University of Pittsburgh. He also enjoys angel investing, assisting non-profits, teaching, playing music and spending time with his wife and three children.
Don’t miss Manoj’s course:
Information Technology: A Case Study on Key Information Technology Themes and More
Articles from this Contributor
- Using the Business Value of IT Calculator
- The Best Complete Course Contributors
- Cybersecurity Begins with People
- Three Key Actions to Successfully Integrating IT in an Acquisition
- Why an IT Strategic Plan Matters and How to Create Yours
External Links
CFO.University
A Professional Community of Member-Scholars, Companies and Trusted Advisors committed to the development of Chief Financial Officers.
Articles from this Contributor
- Struggling? Here’s What Should Be in Your Plan
- One of the Defining Attributes of a Successful CFO: Treasury
- CFO Success Series: For Best Results, Business Development Should Be Symmetrical
- For CFO.University Members
- CFO Success Series: Financial Leadership Isn’t Optional
- CFO Success Series: Signs Your Accounting Pillar Requires Shoring Up
- Managing Your Team and Career Through Today’s ‘New’ Economic Realities – Part III
- Restrictive? Hardly. 6 Ways Good Business Controls Benefit Your Company
- Managing Your Team and Career Through Today’s ‘New’ Economic Realities – Part II
- Managing Your Team and Career Through Today’s ‘New’ Economic Realities – Part I
- Prepare to be the best CFO you can be.
- What Type of Variance Analysis Creates the Most Potential for Insights
- No Blind Spots: Assessment Tools that Lead to Success
- With a Faltering Economy, What Area of The Balance Sheet Is Top of Mind For You?
- The CFO Playbook: 11 Metrics Leaders Should Use to Measure the Effectiveness of Their People Strategy
- CFO Talk: The CEO/CFO Relationship with Tom Burke - Transcript
- Taming Your Dragon – Solving the Challenges Faced by Today’s CFOs
- One of the Defining Attributes of a Successful CFO: Leadership
- One of the Defining Attributes of a Successful CFO: Finance
- Team INEOS – Lessons from the Tour de France – Lessons for our Teams
- One of the Defining Attributes of a Successful CFO: Accounting
- Balancing Act: Do You Have Too Many Controls, or Too Few?
- What Every Buyer and Seller Should Know
- CFO Talk: Finance and the Supply Chain with Bram Desmet
- Assessing The Health Of Your Business: The Art And Science Of Accounting
- What Area of the Cash Flow Statement is Top of Mind for You in 2022?
- What Area of the Income Statement is Top of Mind for You in 2022?
- FInEx Talk - The CFO’s Dilemma: Tradition or Disruption
- Leadership Tops the List
- Over 50% of Finance Leaders Save an Hour or More Per Day by Working From Home
- How Do Consultants Charge for Their Services?
- Abbreviated Earnings Pro Forma for a PS Firm
- CFOs can be an Agent for Change in the Supply Chain
- Innovate: How to Speed Up Your Financial Processes
- When Searching for Merger Candidates - Substitutes and Complements Make All the Difference
- CFO.University - Disproving Misconceptions in Higher Education
- Leading and Developing Your People
- The Right Business Banking Decision Matters: Here’s How to Get It Right
- The New Generation of Financial Talent – Where Do You Fit?
- Be Agile and Responsive: Implement A Rolling Forecast
- Get An Accurate Picture: Why Your Business Should Switch To Accrual Accounting
- How to Make Your Business Attractive to a Buyer
- The First 101 Days of a Successful CFO
- Accounting and Finance for Non Accounting and Finance Managers
- The State of Finance Transformation
- Video Series - Maximize Your Investment in CFO Development
- The Value of Our Reputation
- Another Pillar We Call “Other”
- CFO Talk: Learning from Crisis. Building a Robust Supply Chain with Dileep Kulkarni
- Change – The Great Elixir for Solving Problems
- What Tools and Resources Does Your Company Provide for Everyday Learning?
- Professional Development for Accounting and Finance Leaders
- CFO - Post Crisis Planning
- Collaboration. Additional Horsepower to Our Finance Engines
- CFO Talk: How to Manage Your Supply Chain Costs During a Crisis with Dileep Kulkarni
- CFO Talk: Crossing the Chasm in Times of Chaos with Lynn Sheehan
- The CFO’s Role in Times of Crisis
- CFO Talk: Strategic Cost Control Without Killing Business Initiatives and Operations with Anand Soni
- RealWear – Seeing the World
- CFO Talk: A Story of Financial Transformation with Hiten Keshave
- Breakfast with PitchBook – Recap of 2019 and Predictions for 2020
- Vacasa - A Lesson in Growth
- Top Priorities for Senior Financial Officers
- A Story of Financial Transformation
- The CFO’s Dilemma: Speed Or Accuracy?
- The Chief Financial Officer’s Role in a Digitally Transforming World
- Is CFO.University a Fit for Me? - (01:48)
- The Challenge a Consultant Has Building the Team - (01:21)
- Get Help Marketing to Enhance your Growth - (01:46)
- The Importance of Building Your Network and Finding Your Niche - (01:09)
- Disruption – A Key Ingredient in a Successful Startup
- Fallback Plan Podcast - (53:52)
- What the Board Expects from a Chief Financial Officer - Part III
- What the Board Expects from a Chief Financial Officer - Part II
- What the Board Expects from a Chief Financial Officer - Part I
- Professional Development Tool: The CFO Readiness Assessment
- The Roots of CFO.University - (03:39)
- How CFO.University Evolved - (02:11)
- When Does My Business Need a CFO? - (00:39)
- The Right CEO/CFO Team Works Magic - (01:11)
- CFOs and Global Economic Leadership - (01:11)
- A Message to Business Owners and CEOs: Test Drive a CFO to Find Your Next Gear - (00:48)
- Pillars of CFO Success - (00:54)
- Cash Velocity Calculator
- Managerial Reporting Scorecard
- Supply Chain Risk Assessment Tool
- Capital Investment Analysis and Request Form
- Financial Close Assessment
- General Ledger Analysis Tool
- CFO Foundation - People Process System Assessment Tool
- Short Form AFT (Accounting, Finance, Treasury) Assessment
- Developing Your KPls and Measuring Your CFO Pillars of Success - Part I
- Risk Management for CFOs - Part II of II
- Risk Management for CFOs - Part I of II
- WEBINETTE: Help Them Grow or Watch Them Go
- Ways to Improve Your Study Habits & Grow Your Skills
- Finance Executives: Pick Up The Bat, Step Up To The Plate and Hone Your Skills
- CFO.University Jumble Crossword
- Case Study for Investment Analysis: Plant Expansion
- Preparing for a Downturn in the Economy
- The Balanced Digest Survey Results – August 2018
- CFOs Must Build a Solid Foundation First
- CFO Success Series: Managing Key Resources
- Your Guide to Financial Process Redesign
- What Does it Mean to Be a Member at CFO.University?
- Innovation Can’t Thrive Without These Fundamentals in Place
- How to Ration Capital in an Idea Rich Environment
- What is the First Step on the Road to CFO Success? And How Do We Take It?
- Position Yourself for a Profitable Exit When Selling Your Business
- The Sweeping Change in Finance
- Why Your Procurement Staff and Sales Department Must Work Together
- Why Your Company Needs a Good Banking Relationship
- Why Your Business Needs A Strategic CFO
- Who Should Attend Your Next Budget Meeting?
- What Every Executive Needs to Know About Financial Reports
- Planning for a Major Expansion? Here’s What You Need to Know
- How to Prepare for an Economic Downturn
- Don’t Miss the Danger Signs: How to Monitor Your Risk Controls
- Always Be Prepared: Your Business Needs a Sensitivity Analysis - Now
- Boards and CEOs Rely On These 4 Activities For Sound Financial Management
- “Leaning Up” the Finance Department
- CFO Success Series: Treasury Part 3 - Equity
- CFO Success Series: Treasury Part 2 - Debt Financing
- CFO Success Series: Treasury Part 1- Capital Planning
- Time Is Of The Essence: Financial Forecasting To Make Better Decisions
- The Three-Step Process that Ensures You’re on Track
- The Building Blocks of a Sound Business Plan Start at the Top
- Process Mapping - A Great Technique to Streamline Admin Operations
- How Any Business – Small to Large – Can Develop A Sound Financial Plan
- How a Time Out for Creativity Can Boost Your Business
- Don’t Fall Into the Turnover Trap – Do This Instead
- Get Your Budget Right (the First Time)
External Links
Contributed by John Cochran
President - Executive Forum
John Cochran, President of Executive Forum, has helped thousands of people in the Pacific Northwest build the skills needed to function as successful leaders at every leadership stage, from the frontline to the C-suite. As a CEO, corporate director and entrepreneur at several start-ups, John has personally experienced the issues and challenges facing companies today. His decades in business management convinced him of the key role leadership development plays in building and leading successful organizations.
Working in a variety of business sectors, John honed his own leadership skills as he led companies through mergers and successfully addressed productivity challenges in both domestic and international settings. John is an active participant in the community, supporting local development organizations and lending his leadership and team-building skills to his church and to youth athletic programs.
Articles from this Contributor
- Turning Strategy into Action: The Logical Framework
- Avoiding Festive Season Culture Clashes
- Strategies for Building Accountability
- How to Create a Collaborative Culture
- Most Leadership Training Doesn’t Work. Why Not?
- The High Impact Potential of Informal Influence
- Four Things Successful Leaders Have in Common
External Links
Nick Warren
Vice President at Parker, Smith & Feek
Nick was born and raised in Vancouver, WA, graduating from Mountain View High School and attended the University of Washington in Seattle.
Nick has worked in Seattle, New York, and Portland for a variety of clients and industries throughout his 14 year career in the risk management and insurance industry. He moved to Parker, Smith & Feek (PS&F) in August of 2016 to focus on helping Pacific Northwest companies manage their commercial insurance and employee benefits programs.
Founded in 1937, PS&F focuses on helping Pacific Northwest organizations obtain customized solutions with the goal of optimizing insurance coverages for the lowest total cost of risk. PS&F has more than 200 associates dedicated to commercial insurance, employee benefits, safety/loss control, surety, workers compensation, and claims management. We place over $450 million in policy premiums annually and are ranked as one of the Top 100 U.S. Insurance Brokers.
Articles from this Contributor
- Proactive vs. Reactive Approach to Risk Management
- Proactive vs. Reactive Approach to Risk Management
External Links
Craig Vagt
Partner Emeritus Talbot, Korvola & Warwick, LLP
Over 30 years of experience in the tax area working with companies of all sizes to enhance their financial position.
Specialties: Tax with a focus on corporations, partnerships and individual matters. Extensive work in structuring acquisitions and sales of businesses.
Experience with most industries.
Past managing partner at TKW.
Articles from this Contributor
External Links
TJ Romano
Founding Partner at Kolitch Romano LLP
I am an intellectual property attorney. I represent a varied group of domestic and international clients on patent, trademark, technological trade secret and copyright matters. I’ve also spent time working in Europe to gain a better understanding of European intellectual property laws and business marketing.
Before I entered into the legal industry, I worked in strategy and consulting for the pharmaceutical, biotechnology, and medical-device industries. This experience helps me offer my clients a holistic perspective on their business objectives.
I am a regular presenter at the Oregon State Bar. Past subjects have included “International Trademark Protection using the Madrid Protocol”, “Fundamentals of Intellectual Property Law” and “Patent Law Updates on the Invalidity and Inequitable Conduct Standards.”
I’m also known as T.J. Romano and Thomas Romano.
Articles from this Contributor
- Finding and Maximizing the True Value of Intellectual Property.
- Finding and Maximizing the True Value of Intellectual Property
External Links
Andrew Lee
Chief Financial Officer at RealWear, Inc
Andrew Lee is the Chief Financial Officer at RealWear, Inc, delivering safer, faster, smarter work - hands-free. Throughout his career, Lee has led and defined foreign currency hedging strategies, third-party logistics strategy, and completed several successful rounds of debt financing. He has also led two major ERP implementations. After starting his career in audit and obtaining his CPA license, Lee was hired by a screen printing equipment and supply company as Controller, before being promoted to CFO.
Lee received his Bachelor of Business Administration, with concentrations in Finance and Accounting, from Walla Walla University, and recently completed his MBA at Washington State University. He is licensed as a CPA in the state of California.
Articles from this Contributor
- Finance Innovation and Excellence Part I
- System Implementations Can Be Successful
- System Implementations can be Successful
External Links
Dileep Kulkarni
Director at Expense Reduction Analysts
Dileep brings 25 years of corporate finance & business development executive experience to Expense Reduction Analysts (ERA). Before joining ERA, Dileep was part of Global Supply Chain, driving strategic deals. That experience is valuable in finding and extracting cash from the supply base. Dileep is on the board of the local Financial Executive International (FEI) chapter.
Dileep brings high enthusiasm, detailed analysis and creative problem solving with excellent interpersonal skills to ERA.
Dileep can be reached by phone at 1 503-781-9367 or by email at dkulkarni@expensereduction.com
Articles from this Contributor
- Learning from Crisis – Building a Robust Supply Chain
- CFO Talk: Improving the Bottom Line - Part II
- CFO Talk: Improving the Bottom Line - Part I
- CFO Talk: Learning from Crisis. Building a Robust Supply Chain with Dileep Kulkarni
- CFO Talk: How to Manage Your Supply Chain Costs During a Crisis with Dileep Kulkarni
- Are GPOs the right option for you?
- Recover $100K Every Year from Your Supplier Spending
External Links
Grant Jones
Investment Banker & Operations/ Finance Executive
Grant has spent the majority of his career working in or advising family-owned businesses. Most recently he was Director for a merger and acquisition advisory firm advising privately-held and family-owned businesses on strategic growth, succession, and exit planning through M&A.
Previously Grant spent over 5 years in executive positions with his family’s business, a concrete building products manufacturer and distributor. His tenure included two strategic acquisitions and ultimately leading the process to sell his family’s business.
Grant received his B.S. in Financial Economics from the University of Redlands and MBA from the Pamplin School of Business at the University of Portland.
Articles from this Contributor
- Without Change, the M&A Boom Will Stunt Economic Growth
- Without Change, the M&A Boom Will Stunt Economic Growth
External Links
Erik Gillam
Partner at Aldrich CPAs + Advisors
Erik joined Aldrich (Formerly AKT) in 2004 and has spent all of his career focused on providing assurance audits, reviews and compilations to a variety of companies in the Agricultural industry. Erik has worked with many small to mid-sized companies on improving internal controls and process to improve security and efficiency.
Erik is the niche leader for Agribusiness at Aldrich. As a niche leader he has taken special interest in learning and teaching leadership skills to financial professionals.
- Financial Beginnings, Teacher
- National Society of Accountants for Cooperatives, Director
- Corban University Graduate (Formerly Western Baptist College)
Articles from this Contributor
- Is Your Competitive Philosophy Building or Killing Your Culture?
- Is Your Competitive Philosophy Building or Killing Your Culture?
External Links
Joe Connors
Vice President Relationship Banking Officer
As an experienced banker, former CPA and corporate Financial Executive, my primary purpose is to help my banking clients succeed in achieving their desired personal and business outcomes. Experienced in supporting client businesses in manufacturing, distribution, construction, and professional services.
Articles from this Contributor
- Do You Know What the Income Trap Is? You’d Better
- CFO Ed Talk: Do You Know What the Income Trap Is? You’d Better.
External Links
Robert Baker
Operations Manager at Bagcraft
Robert is currently the Operations Manager at Novolex, Inc. and is responsible for the Bagcraft – Vancouver manufacturing and supply chain operations. Bagcraft produces food service and industrial papers.
From 2006-2013 Robert was the Factory Manager at the Tetra Pak facility in Vancouver, Washington
U of O (Oklahoma) undergrad U of O (Oregon) MBA
Articles from this Contributor
- The Link between Leadership and Sustainable Success
- The Link Between Leadership and Sustainable Success
External Links
Andrea Jones
Andrea Jones Consulting
“AJC aligns strategy to execution to help companies increase revenue. We utilize good process in accomplishing this goal, and inspire you to disrupt your industry! Clients range from start-ups to established firms to companies preparing for transition. Favorite word in the English language? “DONE.“
Three Phase 12-Week “SAE” Process: 1. Strategy - 4 Weeks: Data Analysis, Articulate Strategy, Define Execution Initiatives, Metrics, Owners 2. Align - 4 Weeks: Create Implementation Plans with Accountable Teams for Alignment 3. Execute- 4 Weeks: Begin Execution to plan with Teams, regular accountability, and guided transition to internal owners” (Optional: 3-6 Months of ongoing Project Management Support)
Tools Used: Operational, Financial, Organizational Health Data Review, Strategy Deployment Matrix, Prioritization Matrix, Implementation Plans, Standard Meeting Agendas, Meeting Minutes, Decision Logs, Action Trackers, Parking Lot Lists
Articles from this Contributor
- A Process for Disrupting Your Own Business Model
- A Crash Course in Process Mapping
- Stop Using Lean to Cut Costs
- Stop Using Lean to Cut Costs
External Links
John Lafferty
Founder and President at Lafferty, Inc.
John Y. Lafferty, founder and president of Lafferty, Inc., boasts 40 years of experience in financial management, with outstanding educational credentials and broad business experience. He has served as auditor, controller, treasurer, CFO, and COO for companies in the hospitality, real estate, construction, and finance industries, and as a senior-level business advisor, financial consultant, and trainer to emerging-growth companies in high technology, e-commerce, direct mail, manufacturing, and other flourishing fields.
Articles from this Contributor
External Links
Tiffany Couch
Acuity Forensics
Tiffany Couch is Principal at Acuity Forensics, a Pacific Northwest forensic accounting firm with a national presence. She has more than 20 years of experience in the field of accounting with the last 13 years focused completely on forensic accounting related engagements. Her expertise is in matters involving fraud investigation, forensic accounting, contract and regulatory compliance, internal control risk assessment, and complex litigation. Professional background and experience includes audit, tax, and business consulting services for government entities and privately held business entities in a range of industries.
She has provided expertise as a source to the New York Times, Forbes, CNBC, NPR, Wall Street Journal and First Business News. She is also a regular contributor to Fraud Magazine and the Vancouver Business Journal and has been interviewed for KING 5-TV in Seattle, iHeartRadio and KGW-TV in Portland, and News Talk in Alberta, Canada. Ms. Couch is the winner of the 2014 James R. Baker Speaker of the Year, presented by the Association of Certified Fraud Examiners (ACFE) to honor an individual who has demonstrated the true spirit of leadership in communication, presentation and quality instruction. She also serves as a faculty member for the ACFE. With almost 75,000 members worldwide, the ACFE is the world’s largest anti-fraud organization and the premier provider of anti-fraud training and education.
Tiffany Couch is the author of The Thief in Your Company, available at Amazon.com, BarnesandNoble.com, and HudsonBooksellers.com.
Articles from this Contributor
- How to Avoid a Thief in Your Business
- 4 Ways to Make Sure Clients Are Not Being Scammed By Employees
- The Fraud Examiner: The Emotional Impacts of Fraud
External Links
Stanford University
Graduate School of Business
Thank you Stanford’s Graduate School of Business for allowing CFO.University to use materials from your Corporate Governance Research Initiative.
Articles from this Contributor
- Critical Update Needed - Cybersecurity Expertise in the Boardroom
- Board of Directors - Core Concepts
External Links
Jeanne Enders
endersgroup
Jeanne is on the management faculty at Portland State University. She uses her expertise to help students and leaders explore the relationship between their roles as business people and their hopes to live meaningful and happy lives.
Jeanne also teaches in the healthcare MBA, a joint project between OHSU and PSU, to grow leadership in the healthcare industry.
Jeanne completed her doctoral degree in social and organizational psychology from the University of Chicago.
Jeanne’s past research has shown the effects of high quality relationships between managers and their work teams in the food industry.
In one consulting project, Jeanne worked with the retail grocery industry on mindset shift to change behavior in energy conservation.
The result was a Better Bricks Award for the local grocery chain.
She has provided strategic planning services for clients like Clark County Health Services and the regional group of the National Association of College Bookstores and serves on various non-profit boards.
Articles from this Contributor
- Incremental vs. High Impact Innovations
- Boxed in by your state of the art innovation approach?
- Bending Reality
- Do You Really Know Your Customer?
- HAMMER + CHISEL ALONE ≠ A BEAUTIFUL SCULPTURE … Why innovation tools are not enough to succeed in innovation
- Reflect Before You Innovate
- Effectiveness vs. Efficiency: Communicating effectively to define new products and services…
- New Concept Review Process – Three Virtual Rooms
- Avoid the destructive editing trap!
External Links
Albrecht Enders
endersgroup
Albrecht has over twenty five years of experience of innovative leadership in the medical industry. His depth of knowledge helps others to get to that innovation sweet spot which drives business success.
Albrecht has created market-defining product families at Siemens and A-dec.
At Siemens Medical Solutions, Albrecht led innovation resulting in platform reinvention that allowed the medical division to regain its #1 market position in less than two years.
At A-dec, Inc. as Vice President of Product Development, Albrecht implemented a development infrastructure that bridged the culture of a founder/entrepreneur to the future. His work at A-dec resulted in a new product line that has become the premier product line in the dental industry.
Today Albrecht teaches and consults with a number of organizations looking for the tools and momentum to innovate and grow their market share.
Articles from this Contributor
- Incremental vs. High Impact Innovations
- Innovating Your CFO Activities
- Boxed in by your state of the art innovation approach?
- Bending Reality
- Do You Really Know Your Customer?
- HAMMER + CHISEL ALONE ≠ A BEAUTIFUL SCULPTURE … Why innovation tools are not enough to succeed in innovation
- Reflect Before You Innovate
- Effectiveness vs. Efficiency: Communicating effectively to define new products and services…
- New Concept Review Process – Three Virtual Rooms
- Avoid the destructive editing trap!
External Links
Jim Grew
The Grew Company
Since 1993, Jim Grew has been assisting mid-size organizations to improve effectiveness and performance, delivering these building blocks for success:
Strategic company plans that inform daily operations
Goals-driven team cultures that hang on to improvements
Effective Key Executive Teams
Systematic process improvement
Consistent sustained performance growth
Jim, a Stanford MBA works closely with you and your key executives to give you a competitive edge. Together you will:
Clarify current problems and opportunities company-wide
Build an improvement plan that the business can afford
Mentor your executives to assure execution of the plan
Articles from this Contributor
- The Data Gap
- The Planning Trap
- Follow-up Is the Power in Leadership
- As Your Business Grows New Skills Must Be Acquired
- How to Get It Done
- Why Your KPIs Are Mush
- Leadership Needs The “H"elp Word
- Put a Pivot in Your Step
- The Upside of Agitators
- Leadership Recipe
- Refine Your Metrics Into Gold
- Your Trigger Alert: Disruption - The Good and The Bad
- The Bonus Myth - It’s Really About the Culture
- What Are Bankers Good for Anyhow?
- Are Your Metrics Crippling You?
- Is Your Banker Jet Fuel for Growth?
- The Three Rules of Cash Success
- Is Strategy Drowning Your Tactics?
External Links
Steve Rosvold
Founder and Chief Learning Officer at CFO.University
Innovative and responsible financial leadership is critical to any successful business. Whether the goal is to grow exponentially or achieve stable profitability, this core function needs to be handled with intelligence, skill, and unwavering commitment. Steve has honed his ability to drive change, improve profitability, and ensure long-term financial health for businesses.
He founded CFO.University in 2017 to deliver practical, convenient and performance enhancing professional development opportunities to CFOs and their direct reports after running KRM Business Solutions from 2004-2016. KRM was built to help Pacific Northwest business leaders to develop the knowledge, processes, systems, and tools they need for success.
Steve began his professional career with Cargill and moved into leadership roles, including the Senior Financial Officer of Cargill’s Global Energy business. In 1999 he became the Chief Financial Officer of ConAgra Malt, that was the global leader in the barley malting industry.
An Augsburg University, Minneapolis, graduate, Steve was awarded a Masters of Business Administration from the University of Chicago’s Booth School of Business. He is active in the community, as Executive Director of the Southwest Washington Executive Manufacturer’s Forum and Tandem Ride Coordinator for the Washington State School for the Blind.
Steve and his wife Pat live in Vancouver, Washington. They have 3 children and 4 grandchildren (as of the latest census).
Articles from this Contributor
- Putting the Information and the Plan Into Action: Execution Stage
- Driving Your Strategy Through Data and Planning
- Preparing A Strategic Plan – Kicking Off Your Planning Process
- 2024 Data, Analytics and AI Predictions and Prescriptions for CFOs - Arun Marar
- 2024 Data, Analytics and AI Predictions and Prescriptions for CFOs - Sanjeev Chib
- 2024 Data, Analytics and AI Predictions and Prescriptions for CFOs - Tobias Zwingmann
- 2024 Data, Analytics and AI Predictions and Prescriptions for CFOs - Prashanth Southekal
- 2024 Data, Analytics and AI Predictions and Prescriptions for CFOs - Full Production
- CFO Talk - Leading Teams While Improving Self with Victor Ojeleye
- In a Volatile Economy, Purchasing Practices Need to Change
- CFO Talk: Secrets for CFOs in Managing Their Boards with Anand Soni
- Which Pillar Will Be Most Critical To CFO Success In 2024?
- 3 Top Opportunities for Chief Financial Officers in 2024
- CFO Talk: The CFO Pricing Pyramid with Anne Warren
- CFO Success Series: Financial Leadership Isn’t Optional
- CFO Talk: The 8 Superpowers CFOs Use to Scale - with Michelle Kvello
- Finance Innovation and Excellence Part IV
- CFO Talk: Process Mining - Revolutionizing Corporate Finance with Tariq Munir
- The Impact of Data, Analytics and AI on Enterprise Performance Management
- Finance Innovation and Excellence Part III
- Finance Innovation and Excellence Part II
- Finance Innovation and Excellence Part I
- CFO Talk: Five CFO Learnings From 10X Growth in ARR with Mark Khavkin
- CFO Talk: The Key Elements for Enterprise Risk Management with John Thackeray
- Facing Business Challenges? Recover In 3 Steps!
- CFO Talk: Pricing Excellence and the CFO with Lynn Guinn
- CFO Talk: The CFO and Finance Transformation with Vineet Jain
- Managing Your Team and Career Through Today’s ‘New’ Economic Realities – Part III
- CFO Talk: What it Takes to Build Winning Teams with Dan Crumb
- Managing Your Team and Career Through Today’s ‘New’ Economic Realities – Part II
- Managing Your Team and Career Through Today’s ‘New’ Economic Realities – Part I
- Why Give More than We Take?
- Using The Impact Equation to Grow
- CFO TALK - The Role of Finance in Pricing with Paul Barnhurst
- CFO Talk - Data Management: The New Frontier with Prashanth Southekal
- CFO TALK: The Business Focused Finance Leader with Andy Burrows
- CFO Talk: The Power of Strategic Influence with Gary Laney
- CFO Talk: Improving Cash Flow with David Safeer
- CFO TALK - The CFO’s Role in Talent Management with Solange Charas
- CFO Talk: Analytics Based EPM with Gary Cokins
- CFO TALK - The Evolution of the Finance Business Partner - Anders Liu-Lindberg
- CFO TALK - Talent: Don’t Be Left Without It with Greg Hodge
- CFO TALK - Evaluating Our Most Valuable Resource with Dave Bookbinder
- CFO TALK - AVM & Enterprise Performance Management with Brian Higgins
- CFO TALK - Managing Transformational Change with Nilly Essaides
- CFO TALK - The Analytics Business Partner - with Jesper Hybholt Sorensen
- CFO Talk: Human Capital and Its impact on Business Valuation - Transcript
- CFO Talk: Human Capital and Its impact on Business Valuation
- CFO Talk: Human Capital and Its impact on Business Valuation - Transcript
- CFO Talk: Accelerating Finance Transformation with Andrew Codd
- CFO TALK - The Best Way to Choose Your KPIs - Bernie Smith
- Does It Really Pay to Give it Away?
- Decision Science for Improved Business Results January 26, 2023
- CFO Talk: The CFO as a Key Player in Pricing
- CFO Talk: The Future of Finance: The Keys to Influence
- Research Report: The Impact of Data and Analytics on Business and Finance
- With a Faltering Economy, What Area of The Balance Sheet Is Top of Mind For You?
- CFO Talk: Demystifying Internet Marketing with Roy Nakamura
- CFO Talk: Blockchain and Crypto for CFOs with Dr. Sean Stein Smith
- The Four “I ….. You” statements that can change your life
- CFO Talk: The CEO/CFO Relationship with Tom Burke - Transcript
- Taming Your Dragon – Solving the Challenges Faced by Today’s CFOs
- CFO Talk: Designing Better Higher Education with Elliot Felix
- One of the Defining Attributes of a Successful CFO: Leadership
- Victor’s 10 Reflections on Leadership - Bonus: What does tough leadership mean
- Victor’s 10 Reflections on Leadership - 10 Your team needs you to be their champion
- CFO Talk: Finance and the Supply Chain with Bram Desmet
- Victor’s 10 Reflections on Leadership - 9 Know your boundaries and honor them fully
- Victor’s 10 Reflections on Leadership - 8 Be a better listener
- How Technology has Affected Financial Reporting
- Victor’s 10 Reflections on Leadership - 7. Celebrate the Victories
- Victor’s 10 Reflections on Leadership - 6. Give your team opportunities to rise to the occasion
- Boost Your Career By Solving This Problem For Your CEO
- Victor’s 10 Reflections on Leadership - 5. The team goes as I go: high energy -> high engagement
- Don’t be Vulnerable - Properly Assess the Risks in Your Business
- Victor’s 10 Reflections on Leadership - 4. Raise intensity and clarity to drive accountability
- Victor’s 10 Reflections on Leadership - 3. You will miss some interdependencies in complex work - plan for them next time
- CFO Talk: Data, Talent and the Chief Financial Officer with Sophia Matveeva
- Victor’s 10 Reflections on Leadership - 2. Invest the time in individual growth that adds to team success
- CFO Talk: The Evolution of the Chief Financial Officer with Glenn Hopper
- Victor’s 10 Reflections on Leadership - 1. Lead with your heart (3:41)
- FInEx Talk - The CFO’s Dilemma: Tradition or Disruption
- CFO Talk: Reflections on Leadership with Victor Ojeleye - Part II (20.58)
- The CFO’s Fight For and Against Inflation
- CFO Talk: Reflections on Leadership with Victor Ojeleye - Part I (15:34)
- CFO Talk: People Focused Finance with Kevyn Rustici
- Leadership Tops the List
- Mitigating Risk: Developing Controls that Fit You and Your Business
- Do You Want to Be Your Own Boss? Here’s What You Need to Think About
- CFOs can be an Agent for Change in the Supply Chain
- What is the Human Capital Net Worth of Your Business?
- Coaching for Senior Finance Leaders: Invest In Yourself and Your Company
- The Magic of Metrics: What Gets Measured, Gets Managed
- Why Failure Is Not About Losing
- Accounting and Finance for Non Accounting and Finance Managers
- CFO Talk: The Future of Finance: Mindset and Collaboration
- Moving from Controller to CFO
- The Key to Collaboration is….
- Why CFO.University?
- Steve Rosvold with Behind The Numbers
- CFO Talk: Next Generation Finance
- Three A’s - Analytics, Automation and AI
- COVID Impact on CFOs and Their Companies
- The Four Pillars of CFO Success
- Leadership, Self-Awareness and Communication
- The Four Pillars of the CFO Role
- Being Exit Ready Is Good Business
- Finance Leaders and Entrepreneurship
- Human Capital Management
- The State of Finance Transformation
- CFO Talk: Andrew Codd on Leading a Data Analytics Team
- CFO Talk: A Case Study in Digital Transformation
- CFO Talk: Improving the Bottom Line - Part II
- CFO Talk: Improving the Bottom Line - Part I
- Webinar - Finance Data Analytics for Business Results
- CFO Talk: The CFOs Guide to Great KPIs with Bernie Smith
- CFO Talk: Management With No Management Experience with Andy Burrows
- The Value of Our Reputation
- An interview with recent Lyft CFO, Brian Roberts
- Financial Management for Business Exit Strategies
- The New Frontier – Talent as the Central Theme to Resource Management
- CFO Talk: How CFOs Should be Preparing Their Business to Take Full Advantage of Modeling: An Interview with Lance Rubin and Giles Male
- CFO Talk: Modeling Demand Beyond the Simple Financial Model: An Interview with Lance Rubin and Giles Male
- CFO Talk: What Skills Should CFOs be Developing on the Modeling Teams?: An Interview with Lance Rubin and Giles Male
- CFO Talk: How is Modeling Changing and Why Should CFOs Care?: An Interview with Lance Rubin and Giles Male
- CFO Talk: How CFOs are Using Models to Create Value: An Interview with Lance Rubin and Giles Male
- CFO Talk: HOT MESS? DUMPSTER FIRE? TRAIN WRECK? You Still Have to Conduct Year-End Reviews with Julie Winkle Giulioni
- CFO Talk: The CFOs Guide to Financial Modeling/Modeling in a Crisis
- What is a CFO - An Interview with SurePayd
- Analytics Through the Lens of the CFO
- CFO Talk: Leading Edge Technology Update for CFOs with Dave Sackett Part III
- CFO Talk: Leading Edge Technology Update for CFOs with Dave Sackett Part II
- CFO Talk: Leading Edge Technology Update for CFOs with Dave Sackett Part I
- CFO Talk: Leading Edge Technology Update for CFOs with Dave Sackett
- CFO Talk: Data Analytics for Finance Leaders with Prashanth Southekal - Part III
- CFO Talk: Data Analytics for Finance Leaders with Prashanth Southekal - Part II
- CFO Talk: Data Analytics for Finance Leaders with Prashanth Southekal - Part I
- CFO Talk: Data Analytics for Finance Leaders with Prashanth Southekal
- Building Our Business
- Change – The Great Elixir for Solving Problems
- Professional Development for Accounting and Finance Leaders
- The CFO’s Role in Times of Crisis
- Why Should M&A and Private Equity Matter to You? More on Breakfast with PitchBook.
- “What is the value of our company’s reputation?” – Con’t
- A company behind the CMO’s dream and the CFO as an enabling partner
- You May Not Have a CFO, But Your Company Still has CFO Duties
- The CFO’s Dilemma: Speed Or Accuracy?
- Forward Looking Financials
- Risk Management for CFOs - Part II of II
- Risk Management for CFOs - Part I of II
- WEBINETTE: Help Them Grow or Watch Them Go
- Finance Executives: Pick Up The Bat, Step Up To The Plate and Hone Your Skills
- Why CFO.University
- CFO Success Series: Managing Key Resources
- Finance: The Foundation of All Economies
- CFOs – What Language Do You Teach In?
- How to Make a Difference With the 3 Languages of Finance
- For Chief Financial Officers: A Practical Approach to Using Artificial Intelligence - Part IV
- For Chief Financial Officers: A Practical Approach to Using Artificial Intelligence - Part III
- For Chief Financial Officers: A Practical Approach to Using Artificial Intelligence - Part II
- For Chief Financial Officers: A Practical Approach to Using Artificial Intelligence - Part I
- Human Resource Department Return on Investment Model
- A Great Lesson for CFOs from the Sporting World
- What is the First Step on the Road to CFO Success? And How Do We Take It?
- Welcome to CFO.University
- Are You Missing a Finance Department? You are Not Alone
- Finance: The Foundation of All Economies
- Managing Margin, Risk, Financial Transparency in the Ethanol Industry
- What is the Consultant’s Role When the Project is Complete?
- Tough Times: What an Uncertain Economy Means for You
- The Investment Pitch
- Raw Materials: Are You “Buying Right”?
- Innovating Your CFO Activities
- How A Consultant Can Boost Your Efficiency
- Why CFOs are Hesitant to Hire Consultants
- The Importance of Training and Coaching Your Financial Officers
- A Letter to Our Youngest Daughter - The Value of a Cup of Coffee
- Do What You Do Best, and Outsource the Rest
- Steps to Take Before Hiring a Consultant
