CFO Talk: 13 Insights CFOs Should Know About Marketing & Sales - with Jerry Vieira

In this episode of CFO Talk Jerry Vieira challenges finance leaders to let go of conventional wisdom and embrace a mindset shift. From his rich background as an engineer, MBA, business leader and musician, Jerry crafts a discussion filled with wit and wisdom, offering CFOs the tools they need to decode the complexities of marketing and sales strategies. Jerry will guide us through the pivotal role of perceived quality, the essentials of a strong market strategy, and the often-overlooked power of the intermarket network.

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Is Strategy Drowning Your Tactics?

Enjoy this series of shorts on Strategy from Jim.

By now most effective leaders know that strategy is about the “What,” and tactics are about the “How.” I’m finding a strange conflation of the two, which shows up like this: “We’re planning to improve our gross margin this year by two basis points, increase sales by 5 percent, and increase our pre-tax profit margin by 25 basis points.” (An increase of 25 basis points means that profitability moves from 3.5 percent to 3.75 percent).

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Innovating Your CFO Activities

Innovating the Accounting, Finance and Treasury (AFT) Functions

Double entry bookkeeping is a concept that is over 500 years old. You might ask, “What can we learn about innovation from an industry that old?”

A seminar conducted by KRM and the endersgroup at a Vancouver company focused on innovating AFT activities. The seminar provided a great example of an AFT team that is taking the lead in building an innovative culture at their company. They are doing this by making step function improvements in their AFT processes.

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