CFO 4.0 - The Future of Finance
Welcome to CFO 4.0, where we explore the dynamic landscape of Financial Leadership in the era of Technology 4.0. I'm your host, Hannah Munro, Managing Director of itas, a pioneering Financial Transformation consultancy. In this podcast series, we unravel the intricate connection between cutting-edge technologies and the financial domain. It's more than just adopting tools; it's about cultivating the skills necessary to navigate and spearhead the transformative journey within Finance. CFO 4.0 embodies the archetype of the Financial Leader in the future — a fusion of strategic visionaries and tech-savvy innovators. As the CFO role swiftly evolves from a mere cost controller to a strat...
Tue, April 29, 2025
224. Finance Transformation Live: Understanding the P2P Maturity Curve
Send us your thoughts In this episode of Financial Transformation Live, Neil Lynchehaun, Head of Transformation and Delivery at itas, takes you through a practical, experience-driven guide to understanding and improving the Purchase-to-Pay (P2P) process. You’ll discover: Why we use maturity models and how they can inspire achievable steps forward. How to evaluate the impact of process improvements across: The full scope of the P2P process, including: Master data creation and maintenance The 5 maturity levels from basic transaction recording to strategic process leverage. Real-world characteristics and examples of each maturity stage. Insights into practical tools and enablers, including supplier portals, OCR, and dynamic discounting. Strategic tips for driving better supplier relationships, optimising working capital, and protecting your financial operations. Links mentioned: Previous session: Improving the Quote-to-Cash Process Connect with Hannah Munro Connect with Neil Lynchehaun Which Sage Product is Right For You Quiz! Book a discovery call Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 22, 2025
223. First 100 Days as a CFO: What to Get Right from Day One with Jeremy Earnshaw
Send us your thoughts This episode kicks off our new CFO 4.0 series exploring the first 100 days in a CFO role. Host Hannah Munro is joined by experienced CFO and coach Jeremy Earnshaw , who shares practical, battle-tested guidance on navigating the critical first 30 days in a new CFO position. Key topics covered Making a strong first impression and shifting from finance specialist to strategic leader Why liquidity is non-negotiable and how to validate cash flow assumptions early How to uncover hidden issues in the balance sheet and financial controls Engaging with stakeholders and building credibility across the business Leading your team with clarity, consistency and high expectations Common missteps new CFOs make and how to avoid them Links mentioned: Jeremy's Linkedin Learn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 15, 2025
222. Confidence, Communication & the Modern CFO: A Conversation with Susana Serrano-Davey
Send us your thoughts In this inspiring and practical episode of CFO 4.0, host Hannah Munro welcomes back Susana Serrano-Davey —career mentor, leadership trainer, and author of the newly released Confidence is Overrated . Drawing from her journey from CFO to mentor and author, Susana shares powerful insights on how senior finance leaders can develop the soft skills essential for leadership success. In this episode, Hannah and Susana explore: Why confidence is often misunderstood—and how to support yourself through self-doubt How to spot unhelpful behaviours that undermine your confidence Physical signs of stress and how to manage them in high-pressure environments Why active listening is a critical skill for CFOs and how to improve it The importance of finding your voice and knowing which battles to pick A framework for having productive, high-stakes conversations at work Letting go of control to become more influential in leadership Links mentioned: Susana's Linkedin Discover Susana's work here Read Susanna's new book; Self-Confidence Is Overrated Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 08, 2025
221. CFO Stories: Behind the Numbers Leading Finance in High-Growth SMEs with Gemma Doran
Send us your thoughts In this episode of CFO 4.0, Hannah Munro speaks with Gemma Doran, CFO at Savea Technology Ltd, about the realities of leading finance in high-growth SMEs. From her unexpected start in journalism to managing multi-million-pound fundraises, Gemma reflects on what it takes to thrive as a CFO in fast-moving environments, how to balance optimism with realism in forecasting, and why adaptability and clarity are vital when raising capital. In this episode, Gemma discusses Her career journey from politics and journalism to finance leadership The pros and cons of different funding types, including SAFE and ASA Why micro-level cashflow management is essential in SMEs The true cost and complexity of fundraising for growth Forecasting with flexibility in uncertain economic climates The importance of team development, communication and stakeholder buy-in Links mentioned Gemma's Linkedin Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 01, 2025
220. Financial Transformation Live: Improving the Quote-to-Cash Process
Send us your thoughts In this episode of Financial Transformation Live, Hannah Munro dives into the critical steps for effective process mapping and how it can drive successful financial transformation. Discover practical insights on simplifying complexity and ensuring your processes are future-ready. Key takeaways include: The importance of involving sales, CRM, and IT leadership in process evaluations. How to identify, map, and validate use cases before redesigning processes. Strategies to prioritise high-impact areas and manage process exceptions. Why future-proofing your processes is essential for growth and scalability. Best practices for facilitating and documenting process mapping sessions. Tools for effective digital documentation and why real-time collaboration matters. Links mentioned: March FTL: Financial Transformation Live: Improving the Quote-to-Cash Process Revisit previous Financial Transformation Live sessions Getting started with mapping out your finance processes Why Salesforce Users Love Sage Intacct | On-Demand Webinar The Getting Started Guide: Streamlining your Finance Processes Automate your finance processes with Sage Intacct | On-Demand Webinar CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 25, 2025
219. The Private Equity CFO: Make an Impact in the First 100 Days with Richard Sanders
Send us your thoughts In this episode of CFO 4.0, host Hannah Munro sits down with Richard Sanders , Founder and Managing Partner of Sullivan Street Partners , to explore how CFOs can navigate their first 100 days in Private Equity, set the right priorities, manage investor expectations, and lay the groundwork for long-term success. Key topics covered: What CFOs should focus on when stepping into private equity ownership. How to identify risks, uncover hidden issues, and turn challenges into opportunities. How to set the tone, structure a strong agenda, and communicate effectively with investors. How to build trust with your Investment Director and avoid private equity stepping in too closely. Creating a strong 100-day plan and adjusting priorities based on due diligence insights. How to connect with other CFOs in the PE firm’s portfolio and leverage peer learning. The Role of Transparency & Communication Links mentioned: Richard's Linkedin Learn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 18, 2025
218. AI in Finance | From Generative AI to Reinforcement Learning: The AI Trends Shaping Finance with Peter Morgan
Send us your thoughts In this episode of CFO 4.0, Hannah Munro sits down with Peter Morgan , CEO of Deep Learning Partnership and head tutor at Oxford University’s Saïd Business School, to explore the rapid rise of AI and its impact on finance. Key discussion points: Why advancements in AI have accelerated exponentially and what’s driving the change. The key differences and why generative AI is leading the conversation. How LLMs work and their evolving role in business and finance. The risks of AI, the importance of regulation, and how businesses can ensure responsible use. Practical applications, from portfolio management to risk assessment and automation. How finance leaders can experiment with AI tools and integrate them into their workflows. Links mentioned: Peter's Linkedin Learn more about Deep Learning Partnership Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 11, 2025
217. The CFO’s Next Chapter: Mastering the Transition to NED with Jeremy Earnshaw
Send us your thoughts In this fourth instalment of the Mastering M&A series, host Hannah Munro is joined by Jeremy Earnshaw , Founding Director of Clarendon and experienced CFO, to explore the journey from CFO to Non-Executive Director (NED) . Whether you're considering your first NED role or want to understand the challenges and opportunities that come with it, this episode is packed with valuable insights. In this episode, we discuss: How the role differs from an executive position and the mindset shift required The reality of NED roles vs. advertised time commitments How to assess opportunities and avoid roles that aren't the right fit Common pitfalls, governance struggles, and difficult board dynamics The key to being an effective NED Tips for aspiring NEDs, including building experience and crafting the right CV Links mentioned: Jeremy's Linkedin Learn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 04, 2025
216. Financial Transformation Live: The Finance-Driven Approach to Smarter Business Processes
Send us your thoughts In this episode of Financial Transformation Live Hannah Munro explores how finance leaders can step up and take a more strategic role in driving change and process improvement across their organisations. With AI and automation set to reshape finance, CFOs and finance teams must shift their focus beyond transactional tasks and become catalysts for business transformation. Hannah dives into the opportunities for finance to lead cross-departmental change, break down silos, and enhance operational efficiency. Key Topics Covered: The evolving role of finance in a world of AI & automation Why finance is uniquely positioned to drive change across the business How to identify inefficiencies and streamline finance processes The importance of cross-departmental collaboration in transformation projects Strategies for overcoming resistance to change and building consensus The role of finance in breaking down data silos and improving decision-making Links mentioned: February FTL: Financial Transformation Live: The Finance-Driven Approach to Smarter Business Processes Revisit previous Financial Transformation Live sessions CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 25, 2025
215. PE Backed: Mastering Investor Relations & Private Equity with Phil Moses
Send us your thoughts In this episode of the CFO 4.0 Podcast, host Hannah Munro sits down with Phil Moses, CFO at Octavius , to discuss his fascinating career journey from working in PLCs to Private Equity-backed businesses . With experience spanning insurance, telecoms, infrastructure, and construction, Phil shares his lessons on managing investors, driving financial strategy, and adapting to different ownership models . Key topics covered in this episode: How Phil approached investor engagement and messaging in the PLC world, including handling difficult conversations. Key differences in reporting, decision-making speed, and working with multiple investors. Challenges of goal alignment, board dynamics, and the role of a strong chairperson in creating consensus. The importance of transparency, relationship-building, and setting realistic yet ambitious targets. How PE expectations differ from the public market approach. Links mentioned: Phil's Linkedin Learn more about Octavius Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 18, 2025
214. The Private Equity CFO: Unlocking Value & Managing Risk in PE Transactions with Richard Sanders
Send us your thoughts In this episode of CFO 4.0, host Hannah Munro welcomes back Private Equity expert Richard Sanders , Founder and Managing Partner of Sullivan Street Partners, for the next episode of The Private Equity CFO. Together, they break down the key considerations for businesses looking to secure Private Equity investment, the challenges of the process, and how CFOs can prepare to maximize returns. Key topics covered include: Is Private Equity the right option for your business? What makes a business ‘mature’ enough for Private Equity? Red flags that Private Equity investors watch out for Finding the right private equity house and corporate finance advisor: The Private Equity investment process: What to expect The CFO’s role in Private Equity investment Links mentioned: Richard's Linkedin Learn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 11, 2025
213. CFO Stories: Navigating Deep Tech & Venture Capital with Stuart Mellis
Send us your thoughts In this episode of CFO 4.0, Hannah Munro speaks with Stuart Mellis , CFO of Optalysis, about his journey to CFO, the challenges of scaling deep tech startups, and navigating fundraising, investor relations, and financial planning in an emerging market. Key topics covered: Private equity vs venture capital – key differences in expectations and investment approaches Managing investor relationships – balancing trust, communication, and transparency Fundraising in deep tech – navigating challenges and pitching to the right investors Financial planning & budgeting – setting realistic growth targets in an emerging market Advice for new CFOs – the importance of coaching, board management, and asking the right questions Links mentioned: Stuart's Linkedin Learn more about Optalysis Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 04, 2025
212. Mastering M&A: The Art of Being Acquired with Jeremy Earnshaw
Send us your thoughts In this third instalment of the Mastering M&A series, Hannah Munro is joined by Jeremy Earnshaw , Founding Director of Clarendon and experienced CFO, to delve into the complexities of business disposals. Key topics discussed: The difference between being sought out by a buyer vs proactively seeking a sale. Essential preparations for making your business attractive to potential acquirers The critical role of the CFO in managing the disposal process and overseeing data flow. The importance of establishing good buyer relationships Deal structures: earn-outs, share exchanges, and the implications for sellers. Warranties, indemnities, and legal considerations The cultural and operational implications of a sale for the management team and employees. Links mentioned: Jeremy's Linkedin Learn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 28, 2025
211. CFO Stories: CFO to NED: Insights on Strategic Growth and Leadership with Alwyn Jones
Send us your thoughts In this episode of CFO 4.0, Hannah Munro is joined by Alwyn Jones , Group CFO at Luno and returning guest on the podcast. Alwyn shares his journey of broadening his perspective by stepping into a Non-Executive Director (NED) role and reflects on how it has shaped his leadership approach. This engaging conversation covers a range of topics, including: The evolving responsibilities of CFOs Key insights into the dynamics of a Non-Exec role, The challenges and surprises of stepping into a Non-Exec role Advice for aspiring NEDs, including tips on networking. Reflections on how the NED role has enriched his perspective and improved his effectiveness as a CFO. Links mentioned in this podcast: Connect with Alwyn Jones on LinkedIn Learn more about Luno Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 21, 2025
210. The Private Equity CFO: Delivering a successful first 100 days as CFO with Richard Sanders
Send us your thoughts In this episode of CFO 4.0, host Hannah Munro is joined by Richard Sanders , Founder and Managing Partner of Sullivan Street Partners, for the second instalment in our The Private Equity CFO series. Together, they delve into the complexities of private equity and its implications for CFOs. Key topics covered include: Exploring the balance between capability and comfort zone, and what CFOs can do to prove their value. How private equity-backed businesses differ in their expectations for timely, actionable financial data. Insights into cash flow management, covenant models, and other critical reporting differences. From diagnosing the state of the business to building trust with private equity partners, strategies for success in the first 100 days. Building trust, communicating effectively, and staying aligned with the investment strategy. Tactics for transparency, preparedness, and maintaining credibility under pressure. Links mentioned: Richard's Linkedin Learn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 14, 2025
209. CFO Stories: From Investment Banking to Start Up CFO with Danyaal Shah
Send us your thoughts In this episode of CFO 4.0, Hannah Munro sits down with Danyaal Shah , CFO of Nokkel, to explore his unique journey from investment banking to becoming a strategic financial leader. Danyaal shares valuable insights into the evolving role of CFOs, offering actionable advice for those aiming to excel in financial leadership. Topics covered include: How his background in investment banking and M&A shaped his approach to the CFO role. Key steps to ensure your business is investor-ready How to balance growth and profitability while keeping CAC under control. Why realistic scenarios and investor-friendly cash flow forecasts are essential for success. Insights into managing debt and aligning financial strategy with cash flow stability. Practical tips for those transitioning into the CFO role from non-traditional backgrounds. Links mentioned: Danyaal's Linkedin Learn more about Nokkel Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 07, 2025
208. Mastering M&A: Preparing for a Business Sale with Jeremy Earnshaw
Send us your thoughts In this episode of CFO 4.0, host Hannah Munro welcomes back Jeremy Earnshaw , Founding Director of Clarendon, for the second instalment of the Mastering M&A series. Jeremy, a seasoned CFO coach and mentor, shares invaluable insights into structuring deals and preparing for a successful merger or acquisition. Join us as we explore: The key steps in structuring a deal, including understanding objectives, optimal exit strategies, and assessing readiness. The critical role of the CFO in managing the M&A process, from internal due diligence to project management. How to evaluate business value and address tax implications for potential buyers. Strategies to navigate due diligence, protect sensitive information, and negotiate effectively. The importance of preparing the organisation, including staff retention, contract management, and intellectual property. Top tips for CFOs to assess their readiness to sell and ensure a smooth transaction process. Links mentioned: Jeremy's Linkedin Learn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, December 31, 2024
207. CFO Stories: SaaS Success & Leadership Lessons with Mark Blakemore
Send us your thoughts In this episode of CFO 4.0, host Hannah Munro speaks with Mark Blakemore, CFO at Compleat Software, about the unique challenges and opportunities of working in SaaS finance. Mark shares valuable insights from his 30+ year career in finance, offering a detailed look into the world of SaaS, including practical advice for CFOs and finance professionals aspiring to break into the sector. Key topics covered in this episode: Mark's journey to becoming a CFO and his transition from audit to SaaS finance. The evolution of SaaS models and the challenges of shifting from perpetual licences to recurring revenue. Key metrics for SaaS CFOs, including MQL-to-win ratios, CAC, and revenue growth levers. The importance of cross-functional collaboration with sales, marketing, and engineering teams. Lessons learned from managing cultural differences and communication challenges in international teams. Links mentioned: Mark's Linkedin Learn more about Compleat Software Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, December 17, 2024
206. The Private Equity CFO | Private Equity 101: Structures, Strategies, and CFO Expectations
Send us your thoughts In this episode of CFO 4.0 , Hannah Munro kicks off The World of CFOs in Private Equity series by exploring the fascinating world of PE with Richard Sanders , Founder and Managing Partner of Sullivan Street Partners. Dive into the dynamics of private equity and learn what it takes to succeed as a CFO in this unique investment environment. Key discussion points include: An overview of private equity The internal structures of private equity firms How CFOs can understand the type of private equity backing their organisation The concept of leveraged buyouts, including how debt is used to maximise returns The varying levels of private equity involvement in businesses Key strategies for value creation. Essential skills and expectations for private equity CFOs Links mentioned: Richard's Linkedin Learn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, December 10, 2024
205. Shaping Finance in 2030: Insights with Clive Webb
Send us your thoughts Join Hannah Munro in this thought-provoking episode of CFO 4.0 as she sits down with Clive Webb, Head of Business Management at ACCA, to explore the latest insights from ACCA's ground breaking research, Finance Evolution. Together, they discuss the challenges and opportunities shaping the finance function of tomorrow. Key discussion points include: How finance teams can position themselves as custodians of reliable data. Emerging roles like Sustainability Controllers and Data Governance Leads The rise of AI, machine learning, and e-invoicing, and their impact on forecasting and compliance. The role of finance in bridging the gap with accurate and integrated data. The skills needed to build predictive models and adapt to rapid changes in the business landscape. Bridging the gap between traditional roles and the demands of the future. Links mentioned: Clive's Linkedin Learn more about the ACCA Finance evolution report: Thriving in the next decade Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, December 03, 2024
204.Financial Transformation Live: Assessing Your Current Financial Systems
Send us your thoughts In this episode of Financial Transformation Live , Hannah Munro explores how to assess and optimise your current financial systems to support your organisation’s goals. As the final live session of the year, this episode is packed with actionable advice and frameworks to help finance leaders plan their next steps for system improvements. Tune in to learn: The four key components of a financial technology stack: controls, compliance, reporting, and process efficiency. A comprehensive framework for assessing your financial systems, including: Understanding strategic direction and goals. Gathering feedback and insights from stakeholders. Performing process documentation and Excel audits. Running reporting assessments and SWOT analyses. Practical tips to improve month-end efficiency and reduce close times. 10 quick wins to optimise your financial systems, from automating bank feeds to improving credit control. How to decide whether to enhance your current system or invest in a new platform using a traffic light evaluation method. Insights into leveraging your team’s expertise and industry benchmarks for continuous improvement. Links mentioned: Building a Future-Proofed Reporting Architecture Please reach out to Hannah via LinkedIn if you'd like to be notified once our Sage Systems Feedback document is live! Getting Started with Mapping Out Your Finance Processes Breaking the Excel Addiction - Are you Over-Reliant on Spreadsheets? Reduce Your Month-End Close Time Helpful Guides for Sage 50, Sage 200, and Sage Intacct Sage Intacct On-Demand Demo Sage 200 Standard Coffee Break Demo Sage 200 Interactive Demo Sage 50 Coffee Break Demo Download your System Audit Template <a href='https://itassolutions.co.uk
Tue, November 26, 2024
203. Mastering M&A: Doing Acquisitions Right with Jeremy Earnshaw
Send us your thoughts In this episode of CFO 4.0, Hannah Munro is joined by Jeremy Earnshaw, Founding Director of Clarendon in the first instalment of a series of discussions on the complexities and challenges of mergers and acquisitions (M&A). Jeremy draws on his wealth of experience in executing over 25 transactions to offer practical advice for CFOs embarking on their M&A journey. Key topics covered include: The importance of aligning M&A activity with organisational strategy Understanding the critical role of the C-suite in the M&A process How to assess whether your organisation is ready for an acquisition Cultural integration and its impact on post-acquisition success The role of due diligence and disclosures in mitigating potential issues How to balance day-to-day responsibilities with the demands of M&A Links mentioned: Jeremy's Linkedin Learn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 19, 2024
202. Resilience, Leadership & Cash Flow Mastery with Tom Miller
Send us your thoughts In this week’s episode of CFO 4.0, host Hannah Munro sits down with Tom Miller, Finance Director at Illuma Technology, to discuss the critical role of finance leaders in both crisis management and everyday operations. From navigating the challenges of COVID-19 to mastering cash flow and cost control, Tom shares invaluable lessons that every finance professional can apply. Key topics include: Discover how Tom’s journey from big four training to startups shaped his approach to the CFO role. Insights on building resilience and demonstrating leadership during the volatile COVID-19 period. Learn Tom’s strategies for ensuring cash flow stability Practical advice on negotiation with suppliers, landlords, and even tax authorities to maintain financial health. Explore Tom’s methods for enforcing cost discipline and incentivising budget adherence within the organisation. How finance can be more approachable, service-oriented, and add strategic value across the organisation. Links mentioned: Tom's Linkedin Learn more about Illuma Technology Tom's Book Recommendation: Never Split the Difference: Negotiating as if Your Life Depended on It By Chris Voss Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 12, 2024
201. CFO Stories: Inside an IPO; Challenges, Choices, and Insights with Phil Richards
Send us your thoughts In this episode of CFO 4.0, Hannah Munro is joined by Phil Richards, CFO of GiG, to delve into his journey to CFO and the complex path of taking a company public. Phil shares his experiences and insights from leading GiG’s IPO on the Swedish First North, discussing the planning, challenges, and strategic choices involved. Here’s what you can expect: Phil discusses what makes the gaming industry unique and why it continues to be an exciting and evolving space. Insights into the decisions and steps that took GiG public, including splitting from a parent company and selecting the Swedish First North market. How GiG navigated complex regulatory, tax, and investor expectations. The role of a CFO in maintaining investor interest post-IPO, balancing growth targets, and keeping the company’s story fresh. Phil shares practical advice on choosing the right stock exchange, managing advisors, and aligning teams for IPO success. Links mentioned: Phil's Linkedin Learn more about GiG Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 05, 2024
200. Financial Transformation Live: Building a Future Proofed Reporting Architecture
Send us your thoughts In this episode of Financial Transformation Live , hosted by Hannah Munro, we dive into the essential strategies for building a sustainable and future-proof financial reporting architecture. Whether you're navigating reporting for the first time or refining an existing structure, this session covers critical insights and best practices to ensure longevity, flexibility, and clarity in your financial data systems. Topics include: Understanding and Gathering Reporting Requirements Designing with Your Business Model in Mind Assessing and Aligning Data Structures with System Capabilities Validating Input Processes and Permissions Integrating with Existing Systems and Future-Proofing Structures Key Dos and Don’ts for Reporting Architecture Links mentioned: October FTL: Financial Transformation Live: Building a Future Proofed Reporting Architecture Revisit previous Financial Transformation Live sessions CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 29, 2024
199. CFO Stories: Building Sustainable and Scalable FinTech Teams with Tatiana Okhotina
Send us your thoughts In this episode of CFO 4.0, Hannah Munro sits down with Tatiana Okhotina , CFO of Token , to explore her journey in FinTech and discuss key challenges in scaling global finance teams in a rapidly evolving industry. Tatiana shares valuable insights into building diverse, high-performing teams and balancing the unique demands of a growing FinTech company. Tune in to hear about: Key considerations when scaling finance teams globally, especially in regulated industries. How FinTech companies differ from traditional tech businesses in terms of complexity, risk, and compliance. The role of communication and cultural understanding in managing remote, global teams. Tatiana’s approach to building relationships within her team and with the board. How sustainability and ESG initiatives play a vital role in FinTech and her passion for building sustainable businesses. Links mentioned: Tatiana's Linkedin Learn more about Token Tatiana's Book Recommendation: The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 22, 2024
198. Navigating Hypergrowth and Volatility with Byron Cowie
Send us your thoughts In this episode of CFO 4.0, Hannah Munro sits down with Byron Cowie , Director of Finance at Elliptic and former Head of Reporting and Control at Luno, to discuss his incredible journey across two innovative fintech companies. Tune in as Byron shares his experiences in scaling teams, managing volatility, and navigating the world of crypto exchanges. Key topics covered in this episode: Byron's transition from traditional finance roles to scaling Luno, a global crypto exchange The importance of the right hires, scalable finance systems, and the challenge of maintaining financial control How Byron and the Luno team navigated the volatile nature of the crypto market Building effective controls, team onboarding, and communication strategies Byron’s move to blockchain analytics, focusing on how his experiences at Luno have shaped his approach in his new role. Links mentioned: Byron's Linkedin Learn more about Elliptic Byron's Book Recommendation: In Math We Trust By Simon Dingle Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 15, 2024
197. E-Invoicing Across the Globe: Navigating Compliance and Efficiency with Alex Baulf
Send us your thoughts In this episode of CFO 4.0, Hannah Munro is joined by Alex Baulf , VP of E-Invoicing at Avalara, to discuss the growing trend of electronic invoicing and how it is reshaping businesses globally. Alex shares valuable insights into the current and future state of E-Invoicing across Europe, the US, and beyond, offering CFOs and finance leaders essential advice on how to prepare for upcoming changes. Key points covered in this episode: What is E-Invoicing, and why is it gaining traction globally? Differences between the US and other countries, and the efforts of the Digital Business Network Alliance (DBNA). Why tax authorities are pushing for E-Invoicing to close the VAT gap and improve tax collection. How E-Invoicing can lead to faster payments, reduce costs, and streamline operations. What CFOs need to consider now, as the UK prepares to follow the global trend of E-Invoicing mandates. How finance teams can get ready for E-Invoicing by assessing their data, technology, and compliance strategies. Links mentioned: Alex's Linkedin Learn more about Avalara Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 08, 2024
196. CFO Stories: Funding, Growth and Avoiding Narcissistic Founders with Brad Channer
Send us your thoughts In this episode of CFO 4.0, Hannah Munro sits down with Brad Channer, CFO at UBIO, to discuss the challenges and strategies of scaling and fundraising in fast-growing companies. Brad shares his unique journey from acting to finance, alongside valuable insights on how to lead, communicate, and navigate the world of Series A funding and beyond. Key highlights include: From actor to CFO, lessons learnt from the entertainment and tech industries Challenges and best practices for managing Series A and Series B funding rounds Balancing growth expectations with realistic targets in fundraising How understanding different communication styles (including love languages!) can improve relationships with founders, investors, and teams Tips on managing expectations, fostering collaboration, and maintaining trust How to identify and manage narcissistic founders, with advice on protecting yourself emotionally Links Mentioned: Bradley's Linkedin Learn more bout UBIO Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 01, 2024
195. Financial Transformation Live: Ensuring a Successful Finance Systems Implementation Project
Send us your thoughts In this episode of CFO 4.0, Hannah Munro, Managing Director of itas, shares her extensive experience in financial transformation and project implementation. Learn how to ensure the success of your next financial transformation project by following best practices and avoiding common pitfalls. Here’s what you’ll discover in this episode: A refresher on Kotter’s Change Cycle and how it applies to financial transformation projects. Pre-implementation activities Insights on dealing with team resistance, capacity management, and team buy-in. Key phases of successful financial system implementation Training and testing tips to ensure smooth onboarding and successful adoption of new systems. The importance of data migration and how to ensure accuracy in your new system. How to navigate the go-live phase with a proactive approach and risk management. FAQs on common concerns like hiring external resources, testing schedules, and building super users. Links mentioned: September FTL: Ensuring a Successful Finance Systems Implementation Project Revisit previous Financial Transformation Live sessions CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 24, 2024
194. Leadership, Liquidity, and Navigating High-Pressure Stakeholders with Jeremy Earnshaw
Send us your thoughts In this episode of CFO 4.0, Hannah Munro speaks with Jeremy Earnshaw, Founding Director of Clarendon Executive Coaching and Mentoring, about his journey from CFO to executive coach, and the soft skills crucial for senior finance leaders. Together, they explore how CFOs can navigate leadership challenges, stakeholder management, and complex financial situations. Key topics covered in this episode include: . The transition from CFO to Executive Coach and Mentor, and the value of coaching for finance leaders. Managing stakeholder relationships, including high-powered investors and board members. The importance of clear, concise board presentations and how to manage differing stakeholder expectations. Real-life lessons from Jeremy’s experience with acquisitions, liquidity crises, and credit crunch challenges. Strategies for delivering both good and bad news effectively to stakeholders. The balance between supporting the CEO and fulfilling the role of a CFO, especially in challenging situations. Links mentioned: Jeremy's Linkedin Learn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 17, 2024
193. CFO Stories: The Art of Acquisitions and Capital Raising with Josh Schenker
Send us your thoughts Join Hannah Munro, as she speaks with Josh Schenker, CFO of Aditude, about his journey in the world of strategy consulting, corporate development, and now scaling startups. In this episode of CFO 4.0, Josh shares his experience raising capital, navigating acquisitions, and the evolving role of the CFO. Key Takeaways: Lessons learned during the pandemic and how to target investors strategically. How Aditude evaluates and executes acquisitions, including key criteria for selecting target companies. A deep dive into the multi-faceted due diligence process for both buyers and sellers. Top Tips for CFOs: How to prepare for fundraising, acquisitions, and scaling operations. The importance of aligning people and culture during the M&A process. How to build processes that allow for seamless integration of new businesses. Links mentioned: Josh's Linkedin Learn more about Aditude Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 10, 2024
192. Why Technology Projects Fail: 10 Pitfalls to Avoid in Your Finance Transformation with Hannah Munro
Send us your thoughts In this episode of CFO 4.0, host Hannah Munro highlights the common reasons why finance technology projects often fail. With insights from years of experience in financial transformation, Hannah shares real-world examples and practical advice to help you navigate your next project successfully. Key topics covered include: How to avoid heading in the wrong direction by setting the right goals. Why breaking your project into manageable phases leads to better success. Why it’s essential to optimise your processes, not just automate them. Understanding how different attitudes towards change impact your project. Why clean data is critical for your project's success. Links mentioned: Hannah's Linkedin Learn more about itas solutions Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, August 28, 2024
191. Financial Transformation Live: Presenting The Business Case
Send us your thoughts In this episode of CFO 4.0, Hannah Munro talks about the art of presenting a compelling business case for financial transformation. Whether you're aiming to gain executive buy-in or refine your strategy, this session is packed with actionable insights to help you succeed. Key topics covered: Learn the essential components that make a business case compelling and effective. Explore the importance of justifying the need for transformation, especially in today's volatile environment. Discover how to present multiple options, including the risks of inaction, to ensure informed decision-making. Get insights on calculating the total cost of ownership and the importance of including resourcing costs in your proposal. Understand the benefits of a phased implementation approach and how to set realistic timelines and expectations. Learn how to identify and mitigate risks associated with financial transformation projects to build confidence in your plan. Find out how to plan out an effective technology implementation project and ensure a smooth transition. Links mentioned: August FTL: Presenting The Business Case Revisit previous Financial Transformation Live sessions CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Business Case Template Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 20, 2024
190. Building Trust in AI: A Conversation with Sage CTO Aaron Harris
Send us your thoughts In this episode of CFO 4.0, host Hannah Munro is joined by Aaron Harris, Global CTO of Sage, to explore the transformative power of AI and technology in the finance sector. This insightful conversation covers: How technology is shifting CFOs from record-keepers to strategic leaders. The role of AI in automating workflows and enabling digital transformation. How to ensure confidence in AI-driven systems Beyond AI, what other innovations are shaping the future of finance? The rise of digital networks and the global shift towards e-invoicing. Where AI excels and where human judgment remains crucial. Links mentioned: Aaron’s Linkedin Learn more about Sage Sage’s report: The secrets of successful CFOs Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 13, 2024
189. CFO Stories: Scaling Success: Navigating Growth and Funding with Luigi Testa
Send us your thoughts In this weeks episode of CFO 4.0, Hannah Munro sits down with Luigi Testa, CFO at LinkSquares, to discuss his journey and the incredible growth story of LinkSquares. Luigi shares his insights on transitioning into the CFO role, navigating funding rounds, and scaling the finance function within a rapidly growing company. Key points covered: The importance of strategic finance skills over traditional accounting backgrounds in the CFO role. Insights into the Series A to Series C funding processes, including investor expectations and maintaining clean financials. Common challenges during rapid growth and the importance of resilience and problem-solving. Key financial metrics and unit economics crucial for SaaS companies and how they evolve. Strategies for hiring the right talent and balancing process and control with growth objectives. Links mentioned: Luigi's Linkedin Learn more about LinkSquares Luigi’s Book Recommendation: The 12 Week Year: Get More Done in 12 Weeks than Others Do in 12 Months Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 06, 2024
188. From Data Quality to Change Management with Alex Ladd
Send us your thoughts In this weeks episode of CFO 4.0 join Hannah Munro as she interviews Alex Ladd, CEO of Mindstream Analytics, Discover key insights and strategies for successful financial transformation projects. In this episode, we cover: The importance of customer involvement and realistic expectations. How to identify data issues through process evaluation rather than just data accuracy. The critical role of change management in the success of transformation projects. The importance of ongoing investment and seeing technology as a journey, not just a project. How performance management tools have evolved and the impact of AI and machine learning. The necessity of clear communication and setting expectations with all stakeholders. Links mentioned: Alex's Linkedin Learn more about Mindstream Analytics Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 30, 2024
187. Financial Transformation Live: Calculating the Financial Benefit of Your New Transformation Project
Send us your thoughts In this episode of Financial Transformation Live, hosted by Hannah Munro, we look into the practical aspects of calculating the financial benefits of your new transformation project. This session is inspired by a listener’s request for a more detailed example of building a financial business case. Key points covered include: Learn how to estimate the financial ROI over a five-year period Understand the value of better reporting and analytics Discover methods to measure time saved and efficiency gains Assess the impact of better credit control and customer portal implementations on cash flow Evaluate the financial impact of mitigating risks such as fraud Links mentioned: July FTL: Calculating the Financial Benefit of Your New Transformation Project Revisit previous Financial Transformation Live sessions Register for August's Financial Transformation Live session CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 23, 2024
186. From Corporate Giants to SMEs: The Fractional CFO Revolution with Sara Daw
Send us your thoughts In this episode of the CFO 4.0 Podcast, Hannah Munro, is joined by Sara Daw, Co-founder and Group CEO at the CFO Center and the Liberti Group. Sara shares her journey from the corporate world to founding the CFO Center, and provides valuable insights into the evolving role of CFOs, particularly in the context of fractional and part-time positions. Key topics covered in this episode: The concept and benefits of fractional and part-time CFO roles for SMEs. The unique challenges and opportunities fractional CFOs face compared to their full-time counterparts. Strategies for effective financial management and planning in smaller businesses. The impact of technological advancements and AI on the CFO role. The integration of ESG and DEI initiatives within the CFO's responsibilities. The future of the C-suite and the growing importance of flexibility and adaptability in leadership roles. Links mentioned Sara’s Linkedin Learn more about The CFO Centre Learn more about The Liberti Group Learn more about Sara’s work here Sara’s book “Strategy and Leadership as Service” Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 16, 2024
185. CFO Stories: Mastering the Art of CFO Communication with Jason Godley
Send us your thoughts In this episode of CFO 4.0, host Hannah Munro is joined by Jason Godley, CFO of Xactly Corp. as they the critical soft skills necessary for successful CFOs. Exploring how effective communication and strategic thinking are key to driving business success. Jason shares insights from his extensive career, offering valuable advice for both aspiring and seasoned CFOs. Key Discussion Points: Importance of clear and succinct communication with boards and CEOs Strategies for presenting complex decisions and balancing risks Adapting communication styles for different CEO personalities Techniques for managing challenging board dynamics and building relationships Engaging employees and explaining financial concepts in relatable terms Links mentioned: Jason’s Linkedin Learn more about Xactly Jason’s Book Recommendation: Think Again: The Power of Knowing What You Don't Know by Adam Grant Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 09, 2024
184. Making Transformation Work: Expert Advise From Hannah Munro
Send us your thoughts In this episode of CFO 4.0, Hannah Munro is joined by co-host Paul Newton, Pre-sales Consultant at itas, to delve into the essential components of successful financial transformation projects. Topics covered include: Defining Project Scope and Priorities: Tips on setting clear goals and involving the right stakeholders. Budget and Resource Management: Discussing the importance of budget considerations and resource allocation. Integration and Implementation Strategies: Exploring the pros and cons of Big Bang versus phased approaches. Data Quality and Migration: Assessing and improving data quality before migration. Optimisation and Continuous Improvement: Ensuring ongoing value and practical tips for continuous improvement. Choosing the Right Partner: Key questions to ask potential partners and the importance of long-term support. Links mentioned: Hannah’s LinkedIn Paul’s LinkedIn Learn more about itas Solutions Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 02, 2024
183. From Dance to Finance: A Journey at The Lowry with Michelle Pendergast
Send us your thoughts In this episode of the CFO 4.0 podcast, Hannah Munro talks to Michelle Pendergast, Group Finance Director at The Lowry Theatre. Michelle shares her unique journey from dance college to heading finance at one of the UK's leading cultural venues. This episode covers: Michelle's transition from a creative background in dance to a career in finance. The challenges and strategies of managing finances in a non-profit organisation. Insights into The Lowry's budgeting and forecasting processes for their diverse range of performances. Balancing commercial and non-commercial activities to support The Lowry's mission. Implementing cost-effective financial practices in a charitable setting. The importance of aligning finance with the organisation's artistic and community objectives. Engaging with various departments and stakeholders to communicate financial data effectively. The role of finance in supporting The Lowry's social and economic impact initiatives. Links mentioned: Michelle's Linkedin Learn more about The Lowry Theatre Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, June 26, 2024
182. Financial Transformation Live: Designing Effective Reporting/Data Structures
Send us your thoughts In this episode of Financial Transformation Live, Hannah Munro explores the essential topic of designing robust finance data structures. This month's session examines various aspects of financial data design, ensuring it meets both current and future needs. Topics covered in this episode: Components of Strong Financial Data Design Common Mistakes and Risks Ensuring the Right Financial Structure System Capabilities: Evaluating system layers, dimensions, and available reporting tools Practical Testing and Feasibility Migration and Planning Links mentioned: June FTL: Navigating Process Improvement on the Maturity Scale Revisit previous Financial Transformation Live sessions Register for July's Financial Transformation Live session CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, June 18, 2024
181. 2024 Mid-Year Highlights: Transformative Conversations with Finance Leaders
Send us your thoughts In this special episode of CFO 4.0, Mark Blackmore steps in for Hannah Munro to provide a mid-year roundup of our podcast's most impactful conversations from 2024. Join us as we revisit the wisdom, laughter, and ground-breaking ideas shared by our remarkable guests. Key Highlights: January: Scott Buchanan on the challenges and preparations for taking a company through the IPO process. Dominique Highfield from Purple Bricks on the dynamics of financial and operational leadership. Soufyan Hamid on the transformative power of storytelling in finance. Chris Ortega on generative AI and navigating business uncertainty. February: Hannah Williams, CEO of Alacrity, on effective team communication and the transition from CFO to CEO. Jamie Irwin on the dynamic world of CFO recruitment in private equity. March: Nicholas Boucher on the transformative power of Artificial Intelligence in finance. Tory Bauman on the intricacies of financial planning and analysis in telecommunications infrastructure. Christian Frantz Hansen on balancing quantitative and qualitative measures in performance management. April: Andy Burrows on developing a business-focused finance mindset. Marie Charpentier on transforming finance teams in high-growth companies. Clive Webb on the pivotal role of sustainability in mergers and acquisitions. May: Katrina Nacci on the complexities of US GAAP and proactive planning. Arjit Kumar on leading through major organisational changes. Howard Friedman and Akshay Swaminathan on leveraging data science for business success. June: Chris Lloyd Mostyn on mastering project requirements in financial transformation. David B Horne on fundraising, scaling businesses, and the challenges faced by diverse founders in venture capital. Episodes mentioned: 158. The Road to IPO: A Bitcoin Depot Story with Scott Buchanan 159. A Leadership Journey at Purplebricks – Insights into Cash Burn, Resilience, and Transformational Triumphs with Dominique Highfield 160. Transforming Numbers into Stories: The Power of Financial Communication with Soufyan Hamid 161. Navigating 2024: Agility, AI, and People-Centric Finance with Chris Ortega 164. Leadership Evolution: Transforming from CFO to CEO with Hannah Williams 165. PE Backed | Insider Information on the Recruitment of CFOs in Private Equity with Ja
Tue, June 11, 2024
180. Scaling Up FACE off: Breaking Venture Capital Barriers with David B. Horne
Send us your thoughts Join Hannah Munro as she interviews David B. Horne, Founder of Add Then Multiply and Funding Focus. With over 20 years of experience as a CFO, David shares his wealth of knowledge on fundraising, scaling businesses, and the challenges faced by diverse founders in the venture capital industry. Key topics covered include: Insights from David’s extensive experience as a CFO across various industries and his transition to running his own business. The current market difficulties, inherent gender biases, and the lack of diversity in the venture capital industry. Exploring crowdfunding, angel investing, and family offices as viable alternatives for conservative growth plans. David’s FACE methodology (Fund, Acquire, Consolidate, Exit) for driving business growth and successful scaling. Key considerations and best practices for merging and integrating businesses post-acquisition. The critical role of CFOs in financial modelling, scenario planning, and ensuring the financial health of the business. Links mentioned: David's Linkedin Learn more about Add then Multiply Read David's Book 'Add then Multiply' Read David's Book 'Funded Female Founders' Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, June 04, 2024
179.Blueprints for Transformation: Revamping Finance with Chris Lloyd-Mostyn
Send us your thoughts Join Hannah Munro as she interviews Chris Lloyd-Mostyn, Senior Business Partner, on his extensive experience driving financial transformation at BT Group. In this episode of CFO 4.0, Chris shares detailed insights into the complexities and strategic decisions involved in managing one of Europe's largest finance transformation projects. Key topics covered include: Understanding the initial state of BT's finance systems and the decision to undergo transformation. How the project was scoped, planned, and the strategic pivot to cloud computing mid-way through. The intense focus required to manage data from decades-old systems during the transition. Building a robust business case, revising it in response to evolving circumstances Strategies for reducing operational risks and ensuring continuous compliance during the transformation. Links mentioned: Chris' Linkedin World Finance Forum London 2024 Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 28, 2024
178. Financial Transformation Live: Navigating Process Improvement on the Maturity Scale
Send us your thoughts In this episode of Financial Transformation Live, Hannah Munro discusses the Process Improvement Maturity Scale. This session focuses on helping you understand and evaluate the maturity of your organisation's process development. Hannah takes you through various aspects of process improvement, offering insights and practical advice. Key topics covered: Overview of the Process Improvement Maturity Scale. Assessing process knowledge and measuring performance with KPIs. Defining process ownership and leveraging technology for digitisation and automation. Stages of process optimisation and continuous improvement. Importance of thorough and consistent process documentation. Indicators of process effectiveness and aligning with organisational goals. Links mentioned: May FTL: Navigating Process Improvement on the Maturity Scale Revisit previous Financial Transformation Live sessions Register for June's Financial Transformation Live session CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 21, 2024
177. Data-Driven Decisions: Insights from 'Winning with Data Science’ with Howard Friedman and Akshay Swaminathan
Send us your thoughts Join Hannah Munro in this episode of CFO 4.0 as she delves into the power of data science with Howard Friedman and Akshay Swaminathan, authors of "Winning with Data Science." This episode is packed with expert insights on how CFOs and finance leaders can leverage data to make smarter decisions and drive their organisations forward. In this episode: Learn the essentials of data science and how it can influence decision-making processes in business. Howard and Akshay share their diverse experiences and paths to becoming data science experts. Techniques and tools that can enhance accuracy in forecasting future business needs. Discussing the practical application of AI and machine learning in business settings and their real-world efficacy. How to handle and interpret data correctly, avoiding common pitfalls like biases and misinterpretation. Strategies for integrating data science into business operations to improve outcomes and efficiency. Concrete advice for CFOs on implementing robust data-driven strategies within their organisations. Links mentioned: Howard's Linkedin Akshay's Linkedin Learn more about Howard's work Learn more about Akshay's work Howard & Akshay's book "Winning with Data Science." Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 14, 2024
176. Navigating Global Expansions and Cultural Integrations in Finance with Ajit Kumar
Send us your thoughts Join us in this episode of CFO 4.0 as Hannah Munro discusses with Ajit Kumar, VP of Finance at Signal AI, the intricate process of leading through major organisational changes, focusing on acquisitions and international expansion. Jump deep into the complexities of merging different cultures and systems, and the critical role of finance leadership in driving successful integration. In this episode, you'll discover: How Ajit’s international experiences shaped his professional outlook. Strategies for blending corporate cultures across borders and the significance of understanding local nuances. The importance of building a project management mindset within finance teams Effective tactics for managing people through changes, including dealing with resistance Insights into leveraging technology for better data management and process efficiency How artificial intelligence can revolutionise data handling in finance, giving leaders more time to focus on strategic initiatives. Links mentioned: Ajit's Linkedin Learn more about Signal AI Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 07, 2024
175. From Local to Global: Mastering US GAAP for International Success with Katrina Nacci
Send us your thoughts Join Hannah Munro as she dives into the complexities of US GAAP with cross-border accounting expert Katrina Nacci. This episode navigates the intricate world of international finance and expansion into the US markets. Here’s what we cover: Discover Katrina's journey from PwC in Boston to becoming a cross-border accounting adviser in Frankfurt. Insights into the major hurdles companies face when expanding into the US A detailed look at converting from UK or European GAAP to US GAAP Understanding the additional layers of compliance that come with US GAAP and how to prepare for US audits. Strategies for finance teams to manage US GAAP conversions effectively Advice on preparing for funding rounds or acquisitions by US entities, emphasizing the strategic advantage of understanding US GAAP ahead of time. Links mentioned: Katrina’s Linkedin Learn more about Katrina's work Free Notion Guide for European CFOs on US Accounting & Reporting Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 30, 2024
174. Financial Transformation Live: The New Normal in Finance- Future-Proofing your Finance Team
Send us your thoughts Join us for the latest FTL episode on the CFO 4.0 Podcast, hosted by Hannah Munro, where we delve into the future-proofing of finance teams and explore the evolving landscape of financial operations. In this session, In the episode we discuss: Insights into how the finance function is adapting post-COVID Examination of the rapid acceleration in technology adoption, particularly AI and cloud computing. Detailed discussions on how digital process are reshaping areas like accounts payable, accounts receivable, and overall financial workflows. Exploration of how AI is being integrated into financial systems to enhance predictive analytics and improve decision-making. A look at how finance roles are expected to evolve, with a decrease in transactional tasks and an increase in strategic and oversight responsibilities. Discussion on the importance of developing new skills within finance teams Links mentioned: April FTL: The New Normal in Finance: Future-Proofing Your finance Team Revisit previous Financial Transformation Live sessions Register for May's Financial Transformation Live session Reserve a free one hour review session with Hannah Munro! CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 23, 2024
173. Navigating Sustainability in M&A: Insights from ACCA's Clive Webb
Send us your thoughts Join Hannah Munro and guest Clive Webb, Head of Business Management at the ACCA, as they delve into the pivotal role of sustainability in Mergers and Acquisitions (M&A). This episode provides critical insights into how sustainability considerations are influencing the financial landscape, particularly in M&A and investment strategies. In this episode, you will learn about: Understanding its role in altering business strategies and investment decisions in the context of M&A and Private Equity. The various challenges businesses face regarding sustainability in operational and transactional contexts. A deep dive into how sustainability is reshaping due diligence and compliance processes. Clive offers practical guidance for CFOs on preparing for and integrating sustainability into their operations and strategic planning. Insights into future trends in sustainability within the financial sector Links mentioned: Clive’s Linkedin Learn more about ACCA Sustainability in transactions report Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 16, 2024
172. Global Expansion Tactics: Finance Strategies for Success with Marie Charpentier
Send us your thoughts In this episode of CFO 4.0, host Hannah Munro engages in an insightful discussion with Marie Charpentier, SVP Finance & People Operations at InfoSum, on the dynamic challenges and strategies involved in transforming finance teams within high-growth companies and navigating international expansion. The episode covers: Importance of small, incremental changes vs. overwhelming projects Evaluation and improvement of existing processes for scalability Rethinking funding approaches in challenging markets Financial costs and success metrics for global expansion Global expansion and digital transformation strategies Links mentioned: Marie’s Linkedin Learn more about InfoSum Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 09, 2024
171. Beyond Numbers: Cultivating a Business-Focused Finance Mindset with Andy Burrows
Send us your thoughts This week on CFO 4.0 join Hannah Munro as she converses with Andy Burrows, CEO and Founder of Supercharged Finance. Dive into the critical aspects of developing a business-focused finance mindset and understand how finance professionals can transcend traditional roles to become strategic business leaders. This episode explores: The mission and impact of Supercharged Finance in the realm of online training and development for finance professionals. Identifying and bridging the skills gap in finance teams, with a special focus on CFO readiness. The concept of business acumen: How finance professionals can cultivate it through strategic curiosity. Insights into the Value Driver Tree model and its significance in understanding business operations Strategies for finance leaders to assess and enhance the business acumen within their teams. The importance of embedding finance within the organisation Links mentioned: Andrew’s Linkedin Learn more about Supercharged Finance Enrol to the CFO Readiness Builder Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, March 27, 2024
170. Financial Transformation Live: Maximising Efficiency - Achieving More with Less
Send us your thoughts In this month's FTL session on CFO 4.0, Hannah Munro dives deep into the concept of maximising efficiency within finance teams, particularly focusing on how to achieve more with less. Amidst a challenging economic environment, finance professionals are increasingly required to enhance productivity without significant increases in resources. Key highlights include: An overview of the critical need for finance teams to enhance efficiency and productivity. The importance of evaluating and optimising meeting schedules. A focus on time management methods to boost individual productivity and ensure effective breaks. The significance of assessing and developing the skills and competencies within finance teams to drive efficiency. Conducting Excel audits to reduce reliance on manual spreadsheet management. Conducting system audits to identify opportunities for further efficiency gains. Links mentioned: March FTL: Navigating the Budgeting Process for Transformation Success Revisit previous Financial Transformation Live sessions Register for April's Financial Transformation Live session Reserve a free one hour review session with Hannah Munro! CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 19, 2024
169. Balancing Acts: Performance Management in Finance with Christian Frantz Hansen
Send us your thoughts Join Hannah Munro on this insightful episode of CFO 4.0, featuring Christian Frantz Hansen from the Business Partnering Institute. Explore the intricate balance between quantitative and qualitative measures in performance management. This episode sheds light on how finance teams can drive value and navigate the complexities of modern business landscapes. In this episode, we cover: The Business Partnering Institute's holistic view on performance management in finance. The significance of supporting the business through collaborative efforts across functions. Insights into effective benchmarks, the importance of qualitative measures, and innovative tools. The critical role of people in driving change, emphasizing the need for a culture that supports learning, development, and adaptation to new technologies. Practical advice on managing change within finance teams, including the importance of humour, connection, and the SCARF model to overcome resistance and foster trust. Links mentioned in this episode: Christian’s Linkedin Learn more about the Business Partnering Institute Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 12, 2024
168. PE Backed | The Evolution of a Finance Leader: Journey Through Audit, IPO, Acquisitions to Private Equity with Tory Bauman
Send us your thoughts Join us in this enlightening episode of CFO 4.0 as Hannah Munro sits down with Tory Bauman, Vice President, FP&A at Zayo Group, to discuss the intricacies of financial planning and analysis in the fast-paced world of telecommunications infrastructure. Tory shares her remarkable journey from public accounting to a pivotal role in a major global company, offering unique insights into the challenges and opportunities of financial transformation. In this episode, we cover: Tory's transition from auditing to leading FP&A, and her first-hand experiences with the company's evolution from public to private equity. The critical role of communication with auditors and the significance of understanding business operations from both sides of the financial fence. The importance of asset integration, and the shift towards cultural fit in recent acquisitions. Practical advice for finance professionals on career progression The emerging trend of boomerang employees and considerations for those contemplating a return to a previous employer. Links mentioned in this episode: Tory’s Linkedin Learn more about Zayo Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 05, 2024
167. AI's Role in the Future of Finance with Nicolas Boucher
Send us your thoughts Join Hannah Munro in this week’s episode of CFO 4.0 as she delves into the transformative power of Artificial Intelligence in the finance sector with the esteemed guest, Nicolas Boucher, Founder of AI Finance Club. Discover how AI and technology are reshaping financial processes, enhancing productivity, and enabling finance teams to lead with innovation. This episode covers: The Evolution of AI in Finance: From simple chatbots to advanced generative AI. Practical Applications of AI: Learn how AI can streamline operations. AI's Impact on Business and Growth The Role of Finance Teams in AI Adoption: Discuss the importance of finance professionals becoming proficient with AI tools and technologies. Insights into the limitations of AI in finance and how to navigate these challenges effectively. Future-Proofing Finance with AI: The importance of selecting technology partners with a strong AI strategy. Links mentioned: Nicolas' Linkedin Learn more about Nicolas' work here Join the AI Finance Club Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, February 28, 2024
166. Financial Transformation Live: Navigating the Budgeting Process for Transformation Success
Send us your thoughts In this month's FTL episode on CFO 4.0, hosted by Hannah Munro, we delve into the intricacies of budgeting in the modern finance landscape. Focusing on shifting towards a more agile budgeting approach, Hannah shares invaluable insights and strategies to help finance professionals navigate the complexities of financial planning and transformation. Join us as we explore: Introduction to Agile Budgeting: Understanding the need for flexibility in financial planning. Different Budgeting Approaches: A deep dive into incremental, zero-based, and scenario-based budgeting. Top-Down vs Bottom-Up Budgeting: Analyzing the pros and cons of each approach. Strategies for aligning budget projections with current business run rates to minimise the need for frequent rebudgeting. Discussing the journey from basic to leading-edge planning capabilities. The importance of involving department heads and teams in the budgeting process for better alignment and accountability. How to evaluate the effectiveness of your budgeting process and the value it adds to the organisation. Links mentioned: February FTL: Navigating the Budgeting Process for Transformation Success Revisit previous Financial Transformation Live sessions Register for March's Financial Transformation Live session Reserve a free one hour review session with Hannah Munro! CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 20, 2024
165. PE Backed | Insider Information on the Recruitment of CFOs in Private Equity with Jamie Irwin
Send us your thoughts Join Hannah Munro and Jamie Irwin, Partner and Head of UK CFO Practice at Finatal, in an enlightening episode of CFO 4.0 that delves into the dynamic world of CFO recruitment in private equity. This episode sheds light on the unique challenges, opportunities, and career trajectories for CFOs navigating the private equity landscape. Key highlights include: Explore the intricate relationship between CFOs and Private Equity, including majority vs minority deals and the impact on CFO role recruitment. Dive into how CFO roles differ in Private Equity environments, from transformational tasks to exit-focused responsibilities. Discover the essential skills and personal traits that define successful CFOs in the Private Equity sector. Uncover insights into the recruitment process for CFOs in Private Equity. Get an overview of the latest salary trends and equity structures for UK CFOs in Private Equity Gain valuable advice for professionals aspiring to step into CFO roles within Private Equity. Links mentioned in this episode: Jamie Irwin's LinkedIn Learn more about Finatal CFO Remuneration, Equity and Outlook Report 2023 | Finatal Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 13, 2024
164. Leadership Evolution: Transforming from CFO to CEO with Hannah Williams
Send us your thoughts Join host Hannah Munro in this enlightening episode of CFO 4.0 podcast, featuring returning guest Hannah Williams, CEO of Alacrity Foundation. Dive into a detailed exploration of the transition from a CFO to a CEO role, along with insights into effective team communication, board meeting management, and much more. Key Points Covered: Team Communication: Highlighting the importance of aligning team efforts with organisational goals. In-depth discussion on managing board meetings efficiently. The importance of giving and receiving feedback for continuous personal and organisational growth. The role of mentorship in leadership development and the power of leveraging networks for organisational growth. Colour Profiling in Professional Communication Links mentioned in this episode Hannah William's LinkedIn Learn more about Alacrity Alacrity on Instagram Listen to Alacrity’s Podcast ‘By Founders For Founders’ Hannah’s Book Recommendation: Surrounded By Idiots: The Four Types of Human Behaviour by Thomas Erikson Take the True Colours Personality Test Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 06, 2024
163. Sneak Peek! Choosing the Right Sage Software: A Comprehensive Guide to Consolidation Tools with the itas Consultant Team
Send us your thoughts This week's episode of CFO 4.0 we have a slight change to the usual format. We are excited to give you a sneak peak of our brand new podcast that is coming soon. Join Hannah Munro and itas’ Pre-sales consultant Paul Newton in this insightful first episode of 'itas Talks Sage Software' where we discuss the world of Sage Financial Software. In this pilot episode we dive into how Sage 50, Sage 200 and Sage Intacct handle financial consolidation, and which is the best choice for your business. We'd love for you to tune in and to give your feedback. In this episode, we cover: Understand the basic consolidation functionalities across Sage 50, Sage 200, and Sage Intacct. Learn about the consolidation process in Sage 50, including its limitations and unique features. Dive into the enhanced capabilities of Sage 200, particularly its departmental consolidation and flexibility. Discover the advanced consolidation options in Sage Intacct, including its ability to handle multiple currencies and drill-down reporting features. Contrast the three Sage products in terms of ease of use, functionality, and suitability for different organisational needs. Gain valuable insights from Paul's extensive experience with Sage software to guide your decision-making process. Links mentioned: Hannah’s LinkedIn Paul’s LinkedIn Learn more about itas Solutions Be the first to hear about ‘itas talks Sage software’ here Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 30, 2024
162. Financial Transformation Live: Ensuring your system passes audit
Send us your thoughts Join Hannah Munro in this insightful episode of The Financial Transformation Live series. This episode is a comprehensive guide for finance professionals navigating the complexities of system audits and employing technology for efficient financial management. Key Points Covered: Discussion on ensuring system security, privacy, and user access controls The need for documenting financial processes, checklists, and standard operating procedures The shift towards digital approvals and controls in transaction processing Insights into the importance of controlling report design and ensuring the accuracy and consistency of financial reports. Strategies for monitoring changes in financial transactions. Encouraging a shift to digital audits Links mentioned: January FTL: Ensuring your system passes Audit Revisit previous Financial Transformation Live sessions Register for February's Financial Transformation Live session Request a Requirement Template Reserve a free one hour review session with Hannah Munro! CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 23, 2024
161. Navigating 2024: Agility, AI, and People-Centric Finance with Chris Ortega
Send us your thoughts In this week’s episode of the CFO 4.0 podcast host Hannah Munro welcomes Chris Ortega, CEO at Fresh FP&A, for an engaging discussion, diving into the evolving world of Finance in 2024. In this episode, we cover: How finance professionals can transition from tactical to strategic roles Delving into how AI is reshaping finance, from theoretical understanding to practical applications. Exploring the shift towards a more people-centric approach in finance. Discussion on the transition from traditional budgeting to rolling forecasts How adopting new technologies can streamline operations, attract better talent, and push finance professionals to evolve beyond traditional tools like Excel. Understanding the changing landscape of finance careers Links mentioned: Chris’ Linkedin Learn more about Fresh FP&A Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 16, 2024
160. Transforming Numbers into Stories: The Power of Financial Communication with Soufyan Hamid
Send us your thoughts Join Hannah Munro and guest Soufyan Hamid, Financial Storytelling Trainer at The Finance Circle, for an enlightening discussion on the transformative power of storytelling in finance. This episode explores how finance professionals can effectively communicate complex data through compelling narratives. Key points covered include: The Journey to Storytelling: Soufyan shares his transition from a technical auditor role to mastering storytelling in finance. Strategies for tailoring financial presentations to different audiences. Understanding the SCQA technique (Situation, Complication, Question, Answer) for engaging financial presentations. Tips on finding the right balance between crucial financial data and engaging storytelling. How to effectively communicate challenging financial updates in a business environment. The importance of CFOs in cascading financial storytelling skills throughout their teams. Links mentioned: Soufyan’s Linkedin Find out more about The Finance Circle Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 09, 2024
159. A Leadership Journey at Purplebricks – Insights into Cash Burn, Resilience, and Transformational Triumphs with Dominique Highfield
Send us your thoughts In this episode of the CFO 4.0 podcast join Hannah Munro, in an engaging conversation with Dominique Highfield, Chief Operating Officer of Purplebricks, as they delve into the dynamics of financial and operational leadership. In this episode, we explore: Insights into managing cash burn and transformational challenges at Purplebricks. Strategies for leading effectively during times of corporate and personal challenges. How to foster team resilience and support during restructuring and redundancies. Navigating corporate environments in both private and public sectors. The importance of vulnerability and emotional expression in corporate leadership roles. Advice for New C-Level Executives: Practical tips for those stepping into high-level roles. Links mentioned: Dominique’s LinkedIn Learn more about Purplebricks Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 02, 2024
158. The Road to IPO: A Bitcoin Depot Story with Scott Buchanan
Send us your thoughts In this new episode of the CFO 4.0 podcast join Hannah Munro as she interviews Scott Buchanan, the COO of Bitcoin Depot, about their journey to becoming a publicly listed company. This episode delves into the intricacies and challenges of taking a company through the IPO process, especially in the dynamic field of cryptocurrency. Key points covered include: Understanding the company's role as an operator of Bitcoin ATMs and its foundational history. The insights into why Bitcoin Depot chose the IPO route and the specific path they took. Discussing the changes in financial reporting and internal controls necessary for the transition from private to public. Scott’s experiences with the SEC's regulations, particularly for a cryptocurrency company The challenges and strategies in transitioning the team for public company requirements Key insights and tips for businesses contemplating a similar path Links mentioned: Scott’s Linkedin Learn more about Bitcoin Depot Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, December 19, 2023
157. Fulfilling Dreams: The role of Finance at Make-A-Wish with Sarah Watson
Send us your thoughts In this enlightening episode, join Hannah Munro in a heart-warming conversation with returning guest Sarah Watson, Director of Finance & Technology at Make-A-Wish® UK. Explore the fascinating world where finance meets philanthropy as they discuss the challenges and triumphs of granting wishes for children facing adversity. Here are some highlights from the episode: The evolving role of finance in charitable organisations. The impact of digital transformation and real-time reporting on decision-making. The exciting journey of integrating cryptocurrency donations into the non-profit sector. The importance of business partnering and enabling department managers to make informed decisions. Sarah's insights into the Make-A-Wish Foundation's mission and challenges. How you can make a difference by supporting the Make-A-Wish Foundation. Links mentioned within this episode: Sarah’s LinkedIn Learn more about Make-A-Wish Leo’s Story Get Involved with Make-A-Wish Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, December 12, 2023
156. Transforming Organisations Through Diversity with Simon Fanshawe
Send us your thoughts Join us in this insightful episode of CFO 4.0 podcast as Hannah Munro explores the complexities of diversity and inclusion in the workplace with our special guest, Simon Fanshawe, Partner at Diversity by Design and Author of "The Power of Difference". In this episode, we explore: Insights into managing diversity and inclusion in the workplace, focusing on collaboration and understanding. Strategies for creating safe spaces for disagreement and effective communication. Challenges and opportunities in implementing diversity strategies in organisations. Real-world examples of diversity dynamics within large corporations and public sector institutions. Simon's perspectives on the current state of diversity and inclusion, and practical advice for managers and leaders. Links mentioned in episode Simon’s LinkedIn Learn more about Diversity by Design Simon’s Book, The Power of Difference Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, December 05, 2023
155. PE Backed | Unlocking Success in Private Equity: A CFO's Guide with Dana Price
Send us your thoughts In this episode of the CFO 4.0 podcast, Hannah Munro chats with Dana Price, CFO of LifeLabs Learning. As a seasoned CFO with extensive experience in private equity-backed companies, Dana shares invaluable insights and practical advice on working with private equity firms, offering a glimpse into the dynamic world of finance transformation. Here are some key takeaways from the episode: Learn how to manage relationships with private equity investors and internal stakeholders effectively. Discover the differences between private equity and venture capital, and how they operate. Find out what private equity firms look for when considering investments and how businesses can prepare. Learn the importance of asking questions, even if they seem basic, to gain a deeper understanding. Discover why open and honest communication is crucial when working with private equity sponsors. Learn about the "no-nos" that can hinder your career in private equity, and how to steer clear of them. Links mentioned in this episode. Dana's Linkedin Find out more about LifeLabs Learning Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 28, 2023
154. Finance Transformation Live: Building a Business Case for Your Finance System
Send us your thoughts In this insightful episode of Financial Transformation Live on the CFO 4.0 Podcast, hosted by Hannah Munro, we delve into the crucial aspects of calculating Return on Investment (ROI) for financial transformation projects. Key discussion points include: The transition from building a business case to a deep dive into calculating ROI. In-depth examination of ROI calculation, focusing on cost savings, and various elements like time savings, risk avoidance, and intangibles. Detailed exploration of costs not incurred, revenue generation, and the impact of intangibles on financial decisions. Emphasizing the importance of considering resource allocation and ongoing optimization in project investment. Top tips for establishing timeframes, managing volumes, and considering business ambitions in ROI calculations. Links mentioned: November FTL: Building a Business Case for Your Finance System Revisit previous Financial Transformation Live sessions Request a Requirement Template Reserve a free one hour review session with Hannah Munro! CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 21, 2023
153. Financial Modelling Excellence: Top tips from The FP&A Guy, Paul Barnhurst
Send us your thoughts In this episode of CFO 4.0 podcast join Hannah Munro, as she chats with Paul Barnhurst ‘The FP&A Guy’, renowned financial modelling expert and host of the "FP&A Today" and "Financial Modellers' Corner" podcasts. Get ready to dive deep into the world of financial modelling and discover why it's such a crucial skill in the world of finance. Highlights from the episode: The importance of good assumptions in financial modelling. Practical tips for building accurate and useful financial models. The role of financial modelling in planning and decision-making. Strategies for more agile and effective budgeting and forecasting. The evolving role of FP&A professionals and how to gain a seat at the table. Links mentioned in this episode Paul’s LinkedIn Find out more about The FP&A Guy Listen to FP&A Today Listen to Financial Modeller’s Corner Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 14, 2023
152. PE Backed | Working in Private Equity: From Legacy Systems to PE-Backed Growth with Kim Dziuk
Send us your thoughts In this first episode of PE Backed series on the CFO 4.0 podcast, join host Hannah Munro as she delves into a fascinating journey of financial transformation with Kim Dziuk, the CFO of Adams® Flavors, Foods & Ingredients, LLC. Discover how Adams, a beloved brand with over a century of history, underwent significant changes and growth under private equity ownership, all while facing the challenges of legacy systems and manual processes. In this episode, we cover: Transitioning as a CFO from non-profit business to Private Equity environment Challenges and opportunities of financial transformation. Implementing ERP systems and the unexpected complexities. The importance of process improvement and adapting to change. Lessons learned and advice for finance leaders in similar situations. Links mentioned in this episode. Kim’s Linkedin Find out more about Adams® Flavors, Foods & Ingredients, LLC Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 07, 2023
151. From Curiosity to Courage: Navigating the Finance Business Partner Journey with Andi Lonnen
Send us your thoughts In this week’s episode of the CFO 4.0 podcast Hannah Munro welcomes back special guest Andi Lonnen! Together they explore and reflect on the Finance Business Partner Bootcamp, where finance professionals gathered to enhance their skills and knowledge. Discover the key takeaways, insights, and inspiring stories from the event. In this episode, we cover: The importance of curiosity in the finance business partner role. How to ask powerful questions without intimidating colleagues. Building courage to drive change and innovate within finance. Recognising the significance of soft skills alongside technical expertise. Inspirational stories from finance professionals who dared to be different. Links mentioned in this episode Andi’s LinkedIn Finance Training Academy Find out more about Finance Business Partner Academy Find out more about the Finance Business Partner Bootcamp Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 24, 2023
150. Financial Transformation Live: Building Out a Set of Requirements for your Finance System
Send us your thoughts This episode of the CFO 4.0 podcast comes from our recent Financial Transformation Live session with Hannah Munro, and is all about gathering and documenting requirements for financial system transformation! Overview of what was discussed: How to approach gathering requirements for your finance system Infrastructure and customisation capabilities to consider What options you have for system strategy Hannah's top tips! Links mentioned: October FTL: Building Out a Set of Requirements for your Finance System Revisit previous Financial Transformation Live sessions Register for November's Financial Transformation Live session Request a Requirement Template Reserve a free one hour review session with Hannah Munro! CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 17, 2023
149. CFO Stories: Developing a Programmatic Approach to M&A with Rob Clay
Send us your thoughts In this episode of the CFO 4.0 podcast, Hannah Munro sits down with Rob, the CFO of Modaxo. Dive into the world of mergers and acquisitions with Hannah and Rob as they explore the strategies, challenges, and key learnings from Rob’s journey. Discover how Rob achieved ongoing improvement in his approach to programmatic M&A, offering valuable insights for finance professionals and businesses. In this episode learn about: The importance of a clear M&A strategy Balancing culture and numbers in acquisition decisions Talent retention strategies in a growing organisation Realistic assessment of integration challenges Tips for building a win-win scenario in M&A Links mentioned in this episode: Rob's LinkedIn Find out more about Modaxo Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 10, 2023
148. CFO Stories: Leading Global Teams Through Financial Transformation with Marco Torrente
Send us your thoughts In this episode of the CFO 4.0 podcast, Hannah Munro sits down with Marco Torrente, CFO at WebBeds, to explore the complexities and challenges of leading financial transformations across multicultural landscapes. Topics covered in this episode: Key strategies for keeping teams motivated during long and often challenging transformation processes Balancing the difficulties of managing transformation while also handling day-to-day operations Navigating Cultural Differences, emphasising the importance of understanding cultural nuances. Tips and strategies on maintaining effective communication across different time zones and cultures. Top Tips on what any leader should consider when starting a transformation journey, regardless of the organisation's size. Links mentioned in this podcast: Marco’s Linkedin Learn more about WebBeds Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 03, 2023
147. The Transformation of Finance: From Financial Gatekeepers to Value Creators | ACCA Live Panel Event
Send us your thoughts Welcome to a special edition of the CFO 4.0 podcast, brought to you in partnership with the ACCA at CogX Festival. In this live panel event, host Hannah Munro is joined by an expert panel of speakers as they dissect the future of financial leadership, offering a fresh perspective on what lies ahead for CFOs and financial teams in the journey towards Finance. Join us as we delve deep into the transformation that is underway, steering CFOs from being mere financial overseers to becoming integral value creators within organisations. Also covered during this discussion: Understanding the shift from a finance-focused role to a multifaceted leadership position. Strategies for CFOs to step up and seize opportunities across various domains. How finance professionals can foster deeper engagements and collaborations Discussing the importance of integrating finance into the broader business dialogues and strategy sessions. Understanding and quantifying the value that quality data and insightful financial partnering can bring to businesses. Gather expert insights and experiences, laying out the path for the evolution of the CFO role. Links mentioned: Find out more about CogX Festival Alistair's LinkedIn Find out more about the ACCA Laura's LinkedIn Find out more about Octopus Energy Amina's LinkedIn Find out more about The LEGO Group Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 26, 2023
146. Aligning Procurement & Finance in the Digital Age with Thomas Siersbæk Heller-Njor
Send us your thoughts In this episode of the CFO 4.0 Podcast, Hannah Munro delves deep into the ever-evolving world of procurement with our guest, Thomas Siersbæk Heller-Njor, Founder and CEO of CostBits. Together, Hannah and Thomas explore the challenges and nuances of aligning procurement with financial insights and how technology, particularly SaaS, is paving the way for improved transparency and efficiency. In the episode, we cover: Understanding why not all KPIs should be centred around costs and the significance of a holistic view. How businesses can stay ahead of the curve, mitigating risks and foreseeing challenges. The art of balancing supplier relationships A close look at how SaaS companies are bridging the gap between procurement and finance. The added value of advisory services in optimising procurement strategies. Links mentioned in this podcast: Thomas’ Linkedin Learn more about CostBits Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 19, 2023
145. Transforming Finance: Building Out a Strong Finance Business Partnering Function with Andi Lonnen
Send us your thoughts In this episode of the CFO 4.0 podcast, Hannah Munro sits down with Andi Lonnen Founder & CEO at Finance Business Partner Academy to discuss the development of the Finance Business Partner Function. Also covered on the podcast: Listen to how organisations navigate the complex world of Finance Business Partnering. Discover how cultivating a sense of curiosity enhances connections and understandings within a business. Learn how informal coffee chats facilitate better connection and collaboration in achieving the strategic and commercial priorities of an organisation Uncover the value of building networks and engaging with like-minded professionals passionate about the future of finance Exclusive Offer for CFO 4.0 Podcast Listeners! Finance Business Partner Academy has very kindly shared a special discount for CFO 4.0 podcast listeners for their upcoming online event ‘Finance Business Partner Bootcamp 2023’ by using the code CFO10. Links mentioned in this episode: Andi’s LinkedIn Finance Training Academy Find out more about Finance Business Partner Academy Find out more about the Finance Business Partner Bootcamp Attend the Finance Business Partner Bootcamp 2023 Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 12, 2023
144. CFO Stories: From Start-up to Scaleup, a CFO's Guide to Navigating Growth with Sylvia Ionita
Send us your thoughts In this episode of the CFO 4.0 podcast, Hannah Munro is joined by Sylvia Ionita, CFO at waterdrop! With hands-on experience in growing start-ups, Sylvia shares her wisdom on scaling businesses, diving deep into the joys and challenges of taking a start-up to the next level. In this episode, we cover: • How presenting real numbers and financial data at all levels increases awareness across the team. • Sylvia's approach to leadership meetings, mentoring, and building personal connections. • The different implementation measures to enhance profitability and control. • How to discern which problems need immediate attention and which require strategic solutions. • The importance of internal mentorship and fostering personal development • Sylvia shares her top tips for those just coming into the start-up world. Links mentioned in this podcast: • Sylvia’s LinkedIn • Learn more about waterdrop • waterdrop’s Instagram Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 05, 2023
143. Financial Transformation Live: Building Out Your Finance Data Strategy
Send us your thoughts This week's episode of the CFO 4.0 podcast is taken from our most recent Financial Transformation Live session where Hannah Munro delves into the crucial aspects of financial transformation and how a robust data strategy can play a pivotal role in enhancing your organisation's financial performance. In today's rapidly evolving financial landscape, data has become a strategic asset that can make or break a company's success. Key Discussion Points: Understanding the Role of Data in Finance: We will explore the transformative potential of data in finance and how it can revolutionise traditional financial practices. Discover why a well-defined data strategy is indispensable for staying competitive in the market. Designing an Effective Finance Data Strategy: From data collection and integration to analytics and visualisation, we will guide you through the step-by-step process of building a data-driven finance approach. Overcoming Challenges and Pitfalls: Implementing a finance data strategy can present unique challenges. During the live session, we'll discuss common pitfalls and effective strategies to overcome them, ensuring a smooth data transformation journey. Leveraging Data for Informed Decision-making: Find out how a robust finance data strategy empowers organisations to make informed, data-backed decisions. Links mentioned: August FTL: Building Out Your Finance Data Strategy Revisit previous Financial Transformation Live sessions Register for September's Financial Transformation Live session CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 29, 2023
142. The Balancing Act: Risks, Ethics, and the Lessons Learnt from Failing with Shaun Hayes
Send us your thoughts In this CFO 4.0 episode, Hannah Munro sits down with Shaun Hayes, Author of The Gray Choice who has a wealth of experience in both the highs and lows of corporate leadership. Dive deep into Shaun's perspective on various aspects of business and personal growth. Topics covered include: Emphasising the importance of taking risks to achieve success and underscores the value of seeking feedback from a tight-knit group of advisors. Learn about Shaun's personal journey, from experiencing catastrophic failures to viewing them merely as events in a larger story. The Argument that there's merit in finding a level where you're happy and sticking to it. Discovering how the numbers game isn't just about accuracy—it's about upholding a strict standard. Shaun dives into practices and strategies to ensure this. Highlighting the importance of having a varied group of advisors, from fellow leaders to salespeople, to get a full 360-degree view of situations. Get an insight of Shaun's book and learn more about his philosophy and practices. Links referenced in this episode: Shaun Hayes LinkedIn Visit Shaun’s Website Shaun’s YouTube Channel Shaun’s Book: The Gray Choice Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 22, 2023
141. CFO Stories: Navigating Financial Planning in a Dynamic Business Environment with James Owen
Send us your thoughts In this episode, Hannah Munro is in conversation with James Owen, Global CFO, Profiles Division, at Kantar. James shares his expertise in financial planning and forecasting, shedding light on the nuances of the dynamic business landscape. Also covered on the podcast: Importance of using market data as a benchmark for performance comparisons Strategies for managing the challenge of ensuring effective communication and understanding of financial data Leveraging Integrated Business Planning to improve forecasting accuracy and resource allocation The evolving role of finance professionals and the increasing importance of data science in finance Evaluating candidates for finance positions based on emotional intelligence and business acumen The value of scenario planning with ambition, realism, and prudence in mind Links mentioned in this episode: James’ LinkedIn Learn more about Kantar Chief Financial Officer UK Flagship Summit Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 15, 2023
140. CFO Stories: A CFO's Guide to Building Successful One-to-One Relationships with Susana Serrano-Davey
Send us your thoughts In this episode of the CFO 4.0 podcast, host Hannah Munro interviews Susana Serrano-Davey, a seasoned finance leader, and leadership mentor, as they delve into the art of successful one-to-one relationships. Susana shares her expertise and valuable insights on fostering effective communication, building trust, and navigating challenges in a CFO's role. Key Discussion Points: The importance of structuring one-to-one meetings and making time for them Balancing power dynamics in the relationship between line managers and direct reports Finding your voice and expressing opinions confidently with both superiors and subordinates Dealing with difficult conversations and resolving conflicts in a constructive manner Supporting individuals through organisational changes and transformations The role of empathy and emotional intelligence in building strong relationships Links referenced in this episode: Susana’s LinkedIn Susana Serrano-Davey Training and Coaching Susana’s Book Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 08, 2023
139. Mastering the Art of Influence: Building Your Finance Brand with Rob Brown
Send us your thoughts In this episode of the CFO 4.0 podcast, host Hannah Munro sits down with special guest Rob Brown, a renowned influencer and expert in the finance and accounting world. Together they jump into the crucial topic of building a powerful personal and professional brand within the finance industry. As they explore various strategies and skills needed to stay relevant and competitive in today's dynamic landscape, they offer valuable tips to help finance professionals thrive in their careers. Key Takeaways: The importance of personal branding and its impact on career success Understanding the three essential brands: Corporate, Employer, and Personal The significance of being technologically proficient and staying updated with industry advancements The role of people skills and business acumen in elevating leadership capabilities Bridging the gap between finance and other departments for a more holistic understanding of the business Practical steps to change and improve one's existing reputation within the industry Links referenced in Podcast: Rob Brown's LinkedIn Find out more about Accounting Influencers Accounting Influencers Podcast Rob's Book: Build Your Reputation Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 01, 2023
138. Financial Transformation Live: Designing Your Finance Systems Architecture
Send us your thoughts This week's episode of the CFO 4.0 podcast is taken from our most recent Financial Transformation Live session where Hannah Munro delves into the intricacies of designing an efficient and agile finance system! Hannah explores the world of financial system architecture, the layers of integration and automation that are crucial for enhancing efficiency and connectivity within organisations. Key Points Covered: Understanding the different options: Best of Breed vs. ERP systems Unravelling the layers of financial system architecture: Functional, Data Analytics, and Forecasting Evaluating the technical competence and capacity required for building and maintaining workflows. The importance of a data strategy and data hygiene in optimising financial reporting capabilities Top tips for successful finance systems integration and automation implementation Links mentioned: July FTL: Designing Your Finance Systems Architecture Revisit previous Financial Transformation Live sessions Register for August's Financial Transformation Live session CFO 4.0 Monthly Briefing Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 25, 2023
137. From Numbers to Impact: The CFO's Evolution into a Chief Value Officer with Clive Webb
Send us your thoughts In this week's episode of the CFO 4.0 Podcast, Hannah Munro sits down with Clive Webb, a renowned expert in finance and sustainability, to explore the emerging role of the Chief Value Officer. Delving into the evolution of the CFO role and its connection to ESG and sustainability practices. Together, they uncover the following key topics: Understanding the Chief Value Officer: Is it an extension of the CFO role or a distinct position? The Challenge of Measuring Value: Navigating the complexities of ESG metrics and reporting. Long-Term Thinking: Balancing short-term financial gains with sustainable, future-oriented decisions. Educating the Organisation: The need to inform stakeholders about the broader concept of value. Bridging the Perception Gap: Addressing the disparity between public perception and the CFO's actual role. The Future of Finance Talent: Exploring the need to cultivate the next generation of finance leaders. Links referenced in Podcast: Clive's LinkedIn Learn more about the ACCA Chief Value Officer - the important evolution of the CFO report Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 18, 2023
136. Navigating M&A and Investment Strategies in a Changing Landscape with Bill Fink
Send us your thoughts In this episode of CFO 4.0, host Hannah Munro is joined by Bill Fink, Executive Vice President at TD Bank, and they delve into the world of mergers and acquisitions (M&A) and investment strategies! Bill, an expert in the field, shares valuable insights and trends that are shaping the current business landscape. From the impact of rising interest rates to the opportunities emerging in the middle market, they explore key topics that CFOs and business leaders should be considering right now. Topics covered in this episode: The ripple effect of interest rate hikes and its implications on the cost of capital, debt, and deal structures. The importance of strategic thinking and seizing opportunities amidst a challenging market. The potential for rebound in M&A and leveraged buyout activity as interest rates signal reduction in the future. The value of private equity partnerships and how they can contribute to business growth and expertise. Exploring the often-overlooked option of Employee Stock Ownership Programs (ESOP) for business owners considering succession planning. Links referenced in Podcast: Bill Fink's LinkedIn Learn more about TD Bank Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 11, 2023
135. From CFO to CEO: Igniting Passion and Driving Growth with Hannah Williams
Send us your thoughts In this week’s episode of the CFO 4.0 podcast Hannah Munro is joined by Hannah Williams, CEO at Alacrity. Hannah Williams is a recent CFO turned CEO, and during the episode she shares her journey, passion, and insights into the world of finance and entrepreneurship, discussing the power of embracing opportunities, fuelling enthusiasm, and driving growth in family businesses. Hannah William's authenticity and wisdom shine through as she discusses various topics, including: The transformative journey from CFO to CEO and the excitement of new possibilities. Unleashing passion and authenticity as key drivers for success in leadership roles. Navigating challenges in raising the profile and brand of a startup. Valuable advice and perspectives for CFOs in family businesses seeking growth and innovation. Links referenced in this episode Hannah William's LinkedIn Learn more about Tiny Rebel Learn more about Alacrity Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 04, 2023
134. CFO Stories | Driving Change in Finance: Unleashing the Power of Transformational Leadership with Ilana Esterrich
Send us your thoughts In this week’s episode of CFO 4.0 Ilana Esterrich, CFO at Planned Parenthood joins us to delve into the world of sustainable transformational leadership. Ilana shares with Hannah Munro her wealth of knowledge and experience in driving successful organisational transformations and highlights the critical role of change management in achieving lasting change. Also covered on the podcast • The significance of people's skills in driving successful change • How you need to be good at communicating the "why" and aligning it with individual motivations • Creating a sense of one team and fostering a culture of openness to change • Importance of reducing non value adding activities in finance processes Links mentioned in this episode: • Ilana’s LinkedIn • Find out more about Planned Parenthood Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, June 27, 2023
133. Financial Transformation Live: 12 Months to a Faster Close
Send us your thoughts Join us for the next session in our Financial Transformation Live series that will be a game-changer for finance professionals striving for a faster, more efficient month-end close. Hosted by Hannah Munro, this session promises to provide a robust roadmap for achieving a streamlined financial close in just 12 months. This workshop aims to empower you to take control of your close processes and reduce the overall timeline. It's about more than just speed; it's about optimising your processes for quality, efficiency, and consistency. Key areas to be covered include: The importance of benchmarking: Understanding this will help you measure your progress and inspire effective strategies for improvement Identifying Barriers: Every organisation has unique challenges that slow down the financial close process, we will talk about the most common barriers experienced during month-end Assessing Your Month-End: Develop an understanding of the overall health and efficiency of your current month-end processes Formulating a Plan: We will delve into the creation of a practical, achievable plan to help you reach your month-end goals in 12 months Links mentioned: June FTL: 12 Months to a Finance Close Revisit previous Financial Transformation Live sessions Register for July’s Financial Transformation Live session Financial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, June 20, 2023
132. CFO Stories: A CFO's Guide to Navigating Risk with Isaac Strulowitz
Send us your thoughts This week, CFO 4.0 podcast host Hannah Munro is joined by Isaac Strulowitz, CFO at CoVenture who offers his unique perspective on risk management, providing valuable insights into how CFOs can protect their firms against unforeseen challenges. In the episode, we cover: Isaac's account of the SVB collapse and the proactive steps his team took to protect investor capital. Risk management strategies that have proven effective, such as creating redundancies, maintaining a robust disaster recovery plan, and evaluating all firm relationships for potential risks. Isaac's analogy of risk management to dental hygiene: ignoring it can lead to serious repercussions down the line. The delicate balance a successful CFO must strike, between budget management, operational duties, and strategic oversight. Isaac's concept of a "cockroach" company - one that can survive and continue functioning even after major crises. Links referenced in this episode: • Isaac's LinkedIn • Isaac's Twitter • Learn more about CoVenture Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, June 06, 2023
131. Key Takeaways from the GENCFO Summit: A Look into the Future of Finance with Chris Argent
Send us your thoughts In this episode of the CFO 4.0 Podcast, Hannah Munro is joined by Chris Argent, founder of GENCFO. Together, Chris & Hannah delve into the insights, trends, and key takeaways from the recent GENCFO Summit. Topics covered include: The shifting role of the finance function, moving beyond transactional processing to business partnering The necessity of selecting the right people for your tech transformation and why it's about more than just acquiring new technology The discussion on the current and future use of Excel and the future of finance tools with the advent of cloud and machine learning capabilities The imperative of having your finance team earn their 'seat at the table', contributing value to the business beyond traditional roles The role of technology and how it aids in bringing about transformations in the finance function Links referenced in this episode Chris Argent’s LinkedIn Generation CFO GENCFO Summit Digital Finance Function Awards Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 30, 2023
130. Flipping the Script: Hannah Munro hops into the Guest Seat on Mark Gandy's CFO Bookshelf
Send us your thoughts This week's episode of the CFO 4.0 Podcast takes an exciting twist as host Hannah Munro steps into the guest seat on Mark Gandy's highly-regarded CFO Bookshelf podcast. Hannah & Mark engage in an interesting discussion that spans entrepreneurship, mentorship, literature, and the evolution of CFO 4.0! Throughout their discussion, Hannah and Mark delve into: A detailed review of Derek Sivers' book 'Anything You Want: 40 lessons for a new kind of entrepreneur', evaluating its worthiness for CFOs and finance professionals. The significance and impact of having a mentor, specifically for CFOs, and how mentorship can contribute to professional growth. The questions they'd pose to Derek Sivers if given the chance, probing deeper into the book's themes and takeaways. A behind-the-scenes look at the inception of the CFO 4.0 podcast, exploring how the podcast came to be and its objectives in the finance world. Links referenced in this episode: Mark Gandy’s LinkedIn CFO Bookshelf Podcast Derek Siver’s Book – Everything You Want on Amazon Please note: This episode aired originally on the CFO Bookshelf Podcast. Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 23, 2023
129. Mastering Finance Business Partnering: The 9 C's to Elevate Your Impact with Andi Lonnen
Send us your thoughts In this episode of the CFO 4.0 podcast, Hannah Munro delves into the essential characteristics and skills needed for successful finance business partnering with guest, Andi Lonnen, Founder & CEO at Finance Business Partner Academy! Andi shares her insights on the 9 C's of effective finance business partners and discusses the importance of having the right mindset, skillset, and daily actions. Hannah & Andi also explore the challenges of onboarding finance business partners and the critical role they play in organisations. Also covered in this episode: The 9 C's of effective finance business partnering The importance of mindset, skillset, and daily actions Challenges in recruiting and finding finance talent Onboarding strategies for new finance business partners The role of communication and relationship-building in finance business partnering Links referenced in this episode Andi's LinkedIn Learn more about FBP Academy What are the 9 C's Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 16, 2023
128. The Future of Finance: Cultivating Skills & Adapting to Change with Oliver Deacon
Send us your thoughts In this episode of the CFO 4.0 podcast Hannah Munro is joined by guest, Oliver Deacon, Executive Coach at Oliver Deacon Coaching, to discuss the future of finance and how it will be transformed in the next five years. With a focus on the importance of soft skills, leadership, and process engineering, Oliver shares pragmatic tips to help finance professionals and teams stay ahead of the curve. Listen in as they explore a range of topics, including: The importance of soft skills, leadership, and process engineering in the finance sector Cultivating personal resilience and adapting to change Fostering a culture of learning within finance teams Leveraging new technologies to drive impact and solve problems Practical tips for staying ahead of the curve and preparing for the finance revolution Links mentioned in this episode Oliver's LinkedIn Oliver Deacon Coaching Explore other CFO 4.0 Podcast episodes Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 09, 2023
127. CFO Stories: Driving Success in Start-ups as a Portfolio CFO with Alysha Randall
Send us your thoughts This week brings us a ‘CFO Stories’ episode of the CFO 4.0 Podcast! Hannah Munro sits down with Alysha Randall, an experienced portfolio CFO at Fast Growth Consulting Limited, who shares her insights and expertise transitioning from the corporate sector to startups, and the various aspects and challenges of being a portfolio CFO! In this episode, we cover: The transition from corporate to startup finance Key financial challenges faced by startups and how to tackle them The importance of cash flow management for startup success Differences between a startup and corporate CFO role The benefits and challenges of being a portfolio CFO Signs of a successful portfolio CFO and measuring success Links mentioned during this episode: Alysha's LinkedIn Fast Growth Consulting Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 02, 2023
126. Financial Transformation Live: Top Tips Before Starting Your Finance Systems Implementation Project
Send us your thoughts This episode of the CFO 4.0 podcast is taken from our recent Financial Transformation Live session! Host and Managing Director at itas, Hannah Munro, discusses the challenges and best practices for implementing new finance systems. Drawing from her extensive experience, Hannah offers valuable insights and guidance on how to effectively manage change in the finance department. Key takeaways: Understanding the change cycle: Pre-implementation activities to set up for success. Phases of a successful implementation project: How to avoid common pitfalls and optimise outcomes. Ensuring open communication: Encouraging constructive feedback and addressing concerns. Focusing on outcomes, not inputs: Aligning objectives with the desired end results. Avoiding scope creep: Being ruthless in prioritising and managing project phases. Building capacity for change: Allowing teams to recover and feel the benefits of change. Links mentioned: Explore other CFO 4.0 Podcast episodes Revisit previous Financial Transformation Live sessions Register for June’s Financial Transformation Live session <a href='https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fitassolutions.co.uk%2Fsage-products%2Fwhich-sage-product%2F&data=05%7C01%7CMegan.Anthony%40itassolutions.co.uk%7Cd38b21855b0541bd099f08db458a2ec9%7C907feea3b707473f98d0b6ce85b07ab7%7C1%7C0%7C63818023202403570
Tue, April 25, 2023
125. The ESG Revolution: Embracing Sustainability in Finance and Accounting with Ash Noah, CIMA & AICPA
Send us your thoughts In this episode of the CFO 4.0 podcast, join our host Hannah Munro as she chats with Ash Noah, VP & Managing Director at CIMA & AICPA and an expert on the evolving world of ESG (Environmental, Social, and Governance) reporting. Together, they delve into the new competencies required by finance professionals, the role of CFOs, and the exciting opportunities that ESG presents for the accounting profession. In this episode, they cover: The increasing importance of ESG reporting and its impact on finance professionals Understanding the new skills required to effectively manage ESG reporting and standards The role of CFOs in driving sustainable business practices and embracing ESG as a strategic priority The opportunity for the accounting profession to attract new talent and remain relevant in a rapidly changing world The significance of integrating ESG into business models and decision-making for long-term value creation AICPA and CIMA's initiatives to enable finance professionals to engage with ESG strategically and operationally Links mentioned in the episode: Ash's LinkedIn Find out more about ESG Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 18, 2023
124. Transforming Finance: People, Processes & Technology with Mark Laine Toner, FD at Evri
Send us your thoughts In this episode of the CFO 4.0 podcast, join our host Hannah Munro as she engages in an insightful conversation with Mark Laine Toner, Finance Director at Evri who has extensive experience in driving successful finance transformation projects. Tune in for a deep dive into the world of finance transformation and learn how to navigate the challenges that come with it. In this episode, they cover: The importance of aligning team culture for successful transformation Adapting to the pace of business and balancing team expectations Embracing technology to keep finance relevant in today's rapidly changing environment Valuable tips on stakeholder management and the significance of setting realistic deadlines The importance of mentoring and coaching in finance The need for finance professionals to stay updated on emerging technologies and tools Links mentioned in this episode: • Connect with Mark on LinkedIn • Learn more about Evri Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 11, 2023
123. Accelerating your impact as a CFO with coaching with Catherine Clark, Lead CFO Mentor at GrowCFO
Send us your thoughts Joining Hannah Munro on the CFO 4.0 Podcast this week is Catherine Clark, Lead CFO Mentor at GrowCFO and Director of Cristallum Limited. With a wealth of experience behind her, Catherine shares her insights on the importance of mentoring, particularly for finance leaders, and how having that safe space to reflect and share can be extremely powerful. Also covered in this episode: The difference between mentoring and coaching What soft skills are needed when transitioning between different level finance roles? The key components of good communication within your finance team Why finance leaders need to be aware of the impact their team is having on the rest of the organisation Links mentioned in this episode: Connect with Catherine on LinkedIn Learn more about Cristallum GrowCFO Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 04, 2023
122. CFO Stories: Navigating the World of Private Equity – Insights from Seasoned CFO, Edward Knighton
Send us your thoughts In this episode of the CFO 4.0 Podcast, we dive into the world of private equity through the lens of a seasoned CFO, Edward, who shares his experiences, challenges, and successes with Host, Hannah Munro. Join us as we discuss the nuances of working in private equity and explore essential tips for aspiring CFOs in this high-stakes industry. Topics covered in this episode include: Edward's journey into private equity and his key learnings Building relationships with private equity firms and management teams Managing expectations and handling pressure in a private equity-backed business The importance of preparing for an exit from the moment you join a business Top tips on how to negotiate your own position in a private equity deal Standing your ground on growth forecasts and managing risks Recommendations for aspiring CFOs looking to break into the private equity world Links referenced in this episode Edward's Linkedin Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 28, 2023
121. The positive impact of applying for finance and business awards, live panel event with Hannah Munro & ACCA
Send us your thoughts Welcome to a special edition of the CFO 4.0 podcast, brought to you in partnership with the ACCA. In this live panel event, host Hannah Munro is joined by an expert panel of ACCA members, including Hannah Williams, Becky Glover, Andi Lonnen, and Jess Harcourt. Together, they share their insights and experiences on how finance and business awards can propel your business and personal brand to new heights. In this engaging and informative discussion, our panellists delve into the following topics: Discover the key elements that make an award-winning application and learn how to showcase your achievements effectively Finance and business awards to look out for Top tips for preparing for the awards The impact of winning awards on your business and personal profile How to get involved in the judging side of awards Links mentioned: Digital Finance Function awards Celebrating Members Success Hub Find out more about the ACCA Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 21, 2023
120. Financial Transformation Live: How to Map Out Your Finance Integration Project
Send us your thoughts This week’s episode of the CFO 4.0 podcast is part of our monthly Financial Transformation Live series, how to map out your finance integration project! Part two of our integration series, Hannah Munro covers what options for integration you have, and shares her top tips for building out an integration strategy paired with some helpful examples! Also covered in this session: Key areas to focus on before building out your integration strategy Why it’s important to plan out your data dependencies Hannah’s top tips for building out an integration strategy Best practice for approaching field mapping Integration things to think about when looking for new finance software Links mentioned: Part One: Integrating your Finance systems Upcoming Financial Transformation Live in April Learn more & subscribe to FTL alerts Join our Financial Transformation Live Community LinkedIn Group <li
Tue, March 14, 2023
119. CFO Stories: Finance’s hierarchy of needs with Darren Woods, CFO of Freedom Fibre
Send us your thoughts Back due to popular demand, Darren Woods, CFO at Freedom Fibre sits down with Hannah Munro to discuss useful tips and advice for both brand new and new into role CFOs! Together they discuss the influence you have as a CFO that is new into role, how soon is too soon to start that financial transformation journey and how to prioritise your transformation efforts. Also covered on this episode: Darren’s ambition for finance What is finance’s hierarchy of needs? Why you need to understand the problem you are trying to solve before you try to solve it? How do you speed up your time to value as a CFO? Why you need to know the 3 things that keep your CEO awake at night Links referenced in this episode Freedom Fibre website Freedom Fibre LinkedIn Darren’s LinkedIn Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 07, 2023
118. Handling conflict and friction effectively in finance with Dr. Jon Gruda
Send us your thoughts Returning to the CFO 4.0 podcast this week with Hannah Munro is Assistant Professor of Organisational Behaviour at Maynooth University, Dr. Jon Gruda! Jon and Hannah dig into the concept of conflict, discussing how to best navigate specific scenarios within finance teams, particularly during change. Also covered in this episode: What is conflict within an organisation? How do you approach a disagreement between team members What are the key components of good decision-making? Tips for structuring the way you deal with conflict Links referenced in this episode: Jon Gruda’s website Jon Gruda’s university profile page Jon’s LinkedIn Subscribe to CFO 4.0 Podcast Alerts Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 28, 2023
117. CFO Stories: Integration, automation and finding your niche with Cécile Parker, Group CFO at Vital Energi Utilities
Send us your thoughts In this week’s episode of the CFO 4.0 podcast, Cécile Parker, Group CFO at Vital Energi Utilities Limited, sat down with Hannah Munro to share her story and talk about everything from finance’s carbon footprint through to integrating your finance team with the rest of the business. Also covered in this episode • Why finance need to stop underestimating the power of automation • Finding your niche as a CFO • The importance of integrating your finance team with the rest of the business • How to develop the skills and knowledge within your finance team Links mentioned in this episode. Cécile’s LinkedIn Learn more about Vital Energi Vital Energi on LinkedIn Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 21, 2023
116. Financial Transformation Live: Flash Reporting - Everything you need to know!
Send us your thoughts This week’s episode of CFO 4.0 brings the first Financial Transformation Live session of 2023, Flash Reporting: Everything you need to know! Hannah Munro explains what flash reporting is, why it is important and breaks down the differences between flash reporting and normal month-end reporting. Also covered in this session: Best practice for implementing flash reporting Our top tips for flash reporting What metrics should you be including in your reporting Why you should use the ‘Goldilocks principle’ to plan out your reporting needs Links mentioned: Explore previous Financial Transformation Live sessions Sign up for monthly Financial Transformation Live email alerts Follow us on LinkedIn Join our Financial Transformation Live community group on LinkedIn Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 14, 2023
115. The Future of the Finance Function – ACCA Research Discussion with Clive Webb
Send us your thoughts In this week’s episode of CFO 4.0 Hannah Munro is joined by Clive Webb, Head of Business Management at the ACCA to dissect the latest report from the ACCA around the future of the finance function! Also covered in this episode: Why CFOs need to start focusing more on the future and not just the past. The importance of being agile when it comes to financial reporting. 7 Key areas to focus on when it comes to budgeting & planning. Is it time to ditch the spreadsheet? Why CFOs need to become comfortable with the dynamism that required around budgeting & planning. Links mentioned in this episode: Clive’s LinkedIn Learn more about ACCA Planning and performance management paradigm report Implementing Beyond Budgeting: Unlocking the Performance Potential Grow the Pie Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 07, 2023
114. CFO Stories: Challenges a Bootstrap CFO faces with David Brandeis, CFO of PowToon
Send us your thoughts In this week’s episode of CFO 4.0 Hannah Munro is joined by David Brandeis, CFO at PowToon to chat about the challenges David faces as a CFO of a bootstrap organisation as well as his unique journey to becoming a CFO. Also covered in this episode • Where to begin building out a finance team from nothing • How bootstrap companies measure success • The affect Covid-19 has had on software-based companies • How to balance strategy and being hands-on as a CFO Links mentioned in this episode. • David’s LinkedIn • Learn more about PowToon Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 31, 2023
113. Stepping away from a traditional Finance mindset with Chris Ortega
Send us your thoughts In this week’s episode of CFO 4.0 Hannah Munro is joined by Chris Ortega, CEO of Fresh FP&A, together they share their passion for financial transformation and discuss their ideas on what the future could look like for finance leaders. Also covered by Chris and Hannah in this episode: • Chris’ journey to becoming a Fractional CFO • How much change has the pandemic driven in finance? • The benefits of healthy friction in finance teams • What does good finance business partnering look like? • Why CFOs need to start stepping out of their comfort zone Links mentioned in this episode: • Chris’ LinkedIn • Learn more about Fresh FP&A Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 24, 2023
112. Managing stress and burnout in your finance team in 2023 with Tony Martignetti
Send us your thoughts In this week’s episode of CFO 4.0, Tony Martignetti, a self-proclaimed recovering finance professional, now a Chief Inspiration Officer at Inspired Purpose Coaching talks to Hannah Munro about how finance leaders can manage stress and burnout in their finance teams. Also covered on the podcast The importance of planning and structure to avoid overwhelm in the New Year Why finance leaders need to strike the balance between optimism and realism Identifying the different types of stresses within your finance team How to recognise when your team are heading into burnout territory The importance of a work-life balance to alleviate stress and burnout Links mentioned in this podcast Tony’s LinkedIn Inspired Purpose Coaching Tony’s book Climbing The Right Mountain Listen to more CFO 4.0 episodes Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 17, 2023
111.The World of Football through a Finance Lens with Stefan Gamble, CEO of Walsall Football Club
Send us your thoughts Joining Hannah Munro on this week’s episode of the CFO 4.0 Podcast is CEO and ex FD of Walsall FC, Stefan Gamble! Stefan & Hannah talk about his experience transitioning from Finance Director to CEO at Walsall FC, sharing his secrets for success in both roles and what its like working in finance at a football club. Also covered in the episode: What attracted Stefan to finance in football Stefan’s journey from Management Accountant to Finance Director How football was affected by the Covid-19 pandemic The challenges finance teams have working in football How Stefan balanced the books in a volatile environment Links mentioned in the episode: Walsall FC (The Saddlers) website Walsall FC’s job vacancies (In case that finance role ever comes up!) Hannah’s LinkedIn Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 10, 2023
110. What does 2023 hold for finance teams with Kevin Appleby, GrowCFO
Send us your thoughts Starting the New Year with a bang, Hannah Munro sits down with Kevin Appleby from GrowCFO to talk about what 2023 might look like for finance teams. Not only do they share their own predictions for 2023, but also those of CFOs that GrowCFO have surveyed in recent months, diving into some interesting insight! Also covered on the podcast: How much time are finance teams spending on non-finance activities? The trend towards sustainability reporting and ESG reporting Finance’s responsibility to good data governance The shift in the skills required for finance roles How finance should be using technology to drive process improvement Links mentioned in this Podcast Kevin’s Linkedin GrowCFO Linkedin The nine topical blogs Assessment surveys Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 03, 2023
109. Financial Transformation Live: Building Your 12-Month Transformation Plan
Send us your thoughts This week’s episode of CFO 4.0 brings the last Financial Transformation Live session of 2022, Building out your 12-month Transformation plan! Hannah Munro talks you through the different stages of a top-level plan for you and your finance team and the framework you will need to build it out. Also covered in this session: Understanding your current situation and challenges Traditional brainstorming VS independent brainstorming Techniques to identify what your priorities should be What are the key elements of a business case? How to put together an effective project plan Links mentioned: Explore previous Financial Transformation Live sessions Sign up for monthly Financial Transformation Live email alerts Follow us on LinkedIn Join our Financial Transformation Live community group on LinkedIn Explore other CFO 4.0 Podcast episodes <a href='https://itassolutions.co.uk/sage-resources/cf
Tue, December 13, 2022
108. How Finance can use Technology to deliver on their mission with Sarah Watson, Director of Finance & Technology at Make-A-Wish UK
Send us your thoughts Wrapping up the year, we're bringing to you our final CFO 4.0 podcast guest of 2022, Sarah Watson, Director of Finance & Technology at Make-A-Wish UK. Hannah and Sarah discuss the important role technology plays in helping finance teams deliver on their mission. Also covered on the podcast: Balancing the Benefits of Real-Time Reporting and the Fear of Giving Out Information Things to consider before tackling a finance transformation project The importance of a team approach when it comes to transformation Ellie's Christmas Appeal How you can help Make-A-Wish UK Links mentioned in this Podcast Sarah’s Linkedin Make-A-Wish website Ellie’s Story Get Involved with Make-A-Wish Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, December 06, 2022
107. How a transformational mindset can benefit finance teams with Chris Argent from GenCFO
Send us your thoughts In the latest episode of CFO 4.0, Hannah Munro & Chris Argent, Founder & Chief Future Officer at GenCFO, dissect day two of the GenCFO Academy, delving into transformational mindsets and what it means. Also covered on the podcast: Why finance traditionally lacks a transformational mindset What does a Chief Future Officer profile look like? What does the future look like for entry-level finance jobs? The definition of a transformational mindset Links mentioned in the podcast: Follow GenCFO on LinkedIn Explore the GenCFO academy Chris Argent’s LinkedIn CFO 4.0 Podcast Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 29, 2022
106. Financial Transformation Live: How to Approach Automating your Finance Processes
Send us your thoughts This week’s episode of CFO 4.0 brings the latest Financial Transformation Live session, covering all things finance automation! Hannah Munro talks you through the best approach to automating your finance processes, covering why you should consider automation, and how you can best prepare for it. Also covered in this session: What is automation in finance? What stops us from being able to introduce automation? The benefits of understanding and documenting your processes before automating Why automation doesn’t always mean new technology The options we have for automation in finance Hannah’s top tips for automation Links mentioned: Explore previous Financial Transformation Live sessions Sign up for monthly Financial Transformation Live email alerts Follow us on LinkedIn Join our Financial Transformation Live community group on LinkedIn <a href='•%09https:/itassolutions.co.uk/webinar-d
Tue, November 22, 2022
105. Financial Transformation Consultant Insight – Challenging the status quo in Finance with Hannah Munro & Michael Ryan
Send us your thoughts Back with another exciting Financial Transformation Consultant Insight episode, Hannah Munro & Michael Ryan find themselves challenging the status quo in finance, digging into the depths of innovation in finance teams, and exploring what is holding them back! Also covered in this episode: What is innovation in finance? There is a time and a place for Excel, but when is it? What’s stopping finance from becoming critical thinkers? Why finance teams should be the strategic partner in a business The problem with siloed functions in finance Links referenced in this episode: Michael’s LinkedIn The most recent issue of Finance Transformation Magazine Hannah’s LinkedIn Financial Transformation Live sessions Explore more CFO 4.0 Episodes Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 15, 2022
104. Agile Finance and Fundamental Management Skills - A live podcast with Chris Argent from GenCFO Academy
Send us your thoughts Originally airing live as part of the GenCFO Academy, in this week’s episode of the CFO 4.0 podcast, Hannah was joined by Chris Argent! Hannah and Chris dig deep into the fundamental management skills needed within finance teams, discussing the benefits of flexible, diverse, and multidisciplinary teams and the impact it can have on business performance. Also covered on the podcast: Does every finance person want to be a CFO? Are CFOs generalists or specialists? What are fundamental management skills within finance teams? What does an agile finance team look like? How to make sure you build career paths that work for both finance and business Links from the podcast: Follow GenCFO on LinkedIn Explore the GenCFO academy Chris Argent’s LinkedIn <a href='https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fitassolutions.co.uk%2Fsage-resources%2Fcfo-40-podcast%2F&data=05%7C01%7CMegan.Anthony%40itassolutions.co.uk%7C402d29f9965e447ab0e208dac62571e8%7C907feea3b707473f98d0b6ce85b07ab7%7C1%7C0%7C638040161384751382%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=jLgbhlNUar%2BoWkBUgGyUY2hvVEtbaRkMtRpEymW
Tue, November 08, 2022
103. CFO Stories: The importance of an effective Finance Business Partnering Function with Alwyn Jones
Send us your thoughts In this week’s episode of the CFO 4.0 podcast, Alwyn Jones, CFO of Global Cryptocurrency company, Luno, sat down with Hannah Munro to talk about the importance of an effective finance business partner function. Hannah and Alwyn covered the following: Alwyn’s journey to becoming a CFO Why businesses are reluctant to invest in finance and analytics at an early stage How to prioritise effectively as a CFO Understanding the impact of finance teams The benefits of providing insight to the executive team Links mentioned in this podcast: Connect with Alwyn Jones on LinkedIn Learn more about Luno Listen to more CFO 4.0 Podcast episodes Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 01, 2022
102. Financial Transformation Live: Integrating your finance systems
Send us your thoughts On this episode of CFO 4.0, we're bringing you our latest session of Financial Transformation Live, Integrating your Finance Systems. Hannah Munro talks you through the best approach for integrating your finance systems, covering why you should integrate, what options you have, and planning it out! Also covered in this session: What systems should you be integrating? What are your options for integration? The pros and cons of Excel, Middleware, API, and P2P How to map out your integrations To learn more about this financial transformation live session, visit www.itassolutions.co.uk/financial-transformation-live/ Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 25, 2022
101. Financial Transformation Consultant Insight – Transformation vs software implementation with Hannah Munro & Michael Ryan
Send us your thoughts We’ve heard your feedback and are now bringing you an additional regular financial transformation slot! Get a sneak peek behind the consultant curtain with these sessions as Michael and Hannah discuss what makes a successful financial transformation project and how they approach their clients. This time, they kick things off with a discussion about the differences between Financial Transformation and Software implementation and how to tell the difference. Also covered in this episode: Why transformation is more than just automation What is a use case and why do you need it Top tips around process mapping your finance processes The importance of validating your process maps How to benchmark your finance team’s current performance Links referenced in this episode: Michael’s Linkedin The most recent issue of Finance Transformation Magazine FT live sessions Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 18, 2022
100. CFO Stories: How to become a data-driven CFO with Glenn Hopper, CFO & Author of Deep Finance
Send us your thoughts This week CFO 4.0 Podcast host, Hannah Munro is joined by Sandline Global CFO & author, Glenn Hopper! With over 15 years of experience as a CFO, Glenn talks to Hannah about his new book ‘Deep Finance’ discussing the importance of being a data-driven organisation no matter your business size. Other topics they cover include: The different levels of data maturity within an organisation How your finance team can become finance scientists The importance of real-time data for finance teams How to become a data-driven organisation Links mentioned in this episode: Glenn’s LinkedIn Learn more about Sandline Global Glenn’s Book, Deep Finance Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 11, 2022
99. The First 90 Days as a CFO: Managing Leadership during change with Jon Gruda
Send us your thoughts In the latest episode of CFO 4.0, Hannah Munro continues her conversation with Jon Gruda, Assistant Professor of Organisational Behaviour at Maynooth University. Jon has been researching the role of leadership and previously on the podcast, he discussed the relationship they have with their followers. This week, Hannah and Jon dig deeper into the topic, talking in depth about what a leader's relationship with their followers means regarding the changes in management, and how we manage leadership. Also covered in this episode: How to keep people motivated and engaged in a crisis environment? How do relationships work within change and transformation? How do you support your team and organisation during a change? What are the best ideas or approaches to understanding the change? How to ask and receive feedback. What key factors leaders should consider before starting a change? Links referenced in this episode: Jon Gruda’s website Jon Gruda’s university profile page Jon’s LinkedIn Subscribe to CFO 4.0 Podcast Alerts Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 04, 2022
98. CFO Stories | Fundraising: Prepare for the worst & hope for the best with Chris Roling
Send us your thoughts This week CFO 4.0 Podcast host, Hannah Munro is joined by the CFO for Coinme, Chris Rolling! Chris and Hannah dive into the world of start-ups and fundraising, discussing whether fundraising fatigue is real, the impact of Covid on fundraising, and how to maintain a healthy cash balance. Other topics they cover include: The top success factors in finance teams Challenges start-ups are facing in this current climate Balancing the needs of CFOs & CEOs: Pragmatic VS Passionate How inflation is impacting the cash runway Chris’ top tips for fundraising Links mentioned in this episode: Chris’ LinkedIn Learn more about Coinme Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 27, 2022
97. Financial Transformation Live: Assessing your current finance systems
Send us your thoughts On this episode of CFO 4.0, we're bringing you our latest session of Financial Transformation Live. Hannah Munro talks to you about how you can assess your current finance system. Also covered in this session: Framework for reviewing your current system 10 Common quick wins for system improvement How to identify whether to invest in improving your current system vs switching to a new one Template for documenting and sharing your findings To learn more about this financial transformation live session, visit www.itassolutions.co.uk/financial-transformation-live Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 20, 2022
96. Finding the Silver Linings in Challenging Times with Becky Glover
Send us your thoughts In this week’s episode of CFO 4.0, Hannah Munro is joined by Becky Glover, Finance Director at VNC Automotive. Putting the World to rights, Becky & Hannah take it upon themselves to find the silver linings in the challenging times we have faced and are currently facing. Other topics they cover include: Why encouraging failure drives innovation in finance teams How challenging circumstances can pressure businesses to change their processes for the better The benefits of networking in finance Becky’s future predictions on the changes in finance Links referenced in this video World Finance Forum https://worldfinanceforum.co/ Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 13, 2022
95. Recession, Inflation and Volatility – Dissecting the latest quarterly CFO Survey with Ian Stewart
Send us your thoughts Repeat offender, Ian Stewart, Chief Economist from Deloitte, and Founder of the CFO Survey joins Hannah Munro on this week’s episode of CFO 4.0! Ian shares some key findings from the most recent CFO Survey, a quarterly survey that is sent out to some of the UK’s leading CFOs on pressing issues. Hannah & Ian explore some interesting findings, including that CFOs predicted the recession. Also covered in this episode: Why do the Bank of England and Treasury use the CFO Survey findings Key findings from the most recent CFO Survey How CFOs predicted the recession two months before the Bank of England announced it What strategies CFOs are using to deal with high inflation How the Pandemic, Brexit, and the Ukraine war have impacted supply chains and shocked the economy Links mentioned in this episode: Read the recent CFO Survey Report Learn more & subscribe to the Deloitte Monday Briefing Ian Stewart’s LinkedIn <a href='https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcontent.itassolutions.uk%2Fpodcast-alerts-cfo-briefing-sign-up&data=05%7C01%7CMegan.Anthony%40itassolutions.co.uk%7C27d587ae735a4b04659f08da8fd79621%7C907feea3b707473f98d0b6ce85b07ab7%7C1%7C0%7C637980453357782082%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=m06%2FPq2wnRJLhf6NzFTihkON4%2B75pG4pgGKPAaEdjS
Tue, September 06, 2022
94. CFO Stories: Balancing the need for high growth with regulation in a start-up FinTech with Rajesh Gupta
Send us your thoughts Joining Hannah Munro on this week’s episode of the CFO 4.0 Podcast is Rajesh Gupta, CFO of OakNorth Bank! With a wealth of experience building and leading finance teams, Rajesh talks to Hannah about the challenges he’s faced when trying to grow a finance team in a volatile environment and a highly regulated industry. Also covered in this episode: How OakNorth does strategic planning well Balancing the need for growth and talent in a start-up The importance of hiring people who think differently What diversity in all its forms can bring to a finance team Rajesh’s top tips for new CFOs Links mentioned in this episode: Connect with Rajesh Gupta on LinkedIn Explore OakNorth Bank’s website Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 30, 2022
93. Financial Transformation Live: 5 Things to think about before your next Financial Transformation project
Send us your thoughts Join Hannah Munro on the most recent Financial Transformation Live session as she shares practical tips and frameworks to think about before you tackle your next Financial Transformation project! The 5 areas Hannah dives into are: Have you understood the problem? Have you selected the right solution? Have you identified what good will look like? Have you engaged the team well? Have you resourced it properly? Links for this episode: Learn More about Financial Transformation Follow us on LinkedIn for our Live Sessions Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 16, 2022
92. Top reads for CFOs this summer with Mark Gandy, host of CFO Bookshelf
Send us your thoughts In the latest episode of CFO 4.0, Hannah Munro talks to Mark Gandy, creator of the Financial Operating System and Host of the CFO Bookshelf podcast. A finance pioneer, Mark has worked in several finance positions during his career including Corporate Controller, VP of Finance, and CFO. Together Hannah and Mark talk about their shared interest in reading and discuss their book recommendations for finance this Summer. Also covered on this episode: Hannah & Mark’s favourite genre of books Why people in finance should embrace their creative side Mark’s top book recommendations for finance What books should CFOs be reading on their next beach holiday What you can learn from narrative non-fiction books Links referenced in this episode: Mark Gandy’s LinkedIn: https://www.linkedin.com/in/markagandy/ CFO Bookshelf: https://cfobookshelf.com/category/podcast/ Book mentioned in this episode: Barbarians at the gate - Bryan Burrough and John Helyar Crime & Punishment - Fyodor Dostoevsky Uncle Tom’s Cabin - Harriet Beecher Stowe Drive – Daniel H. Pink A whole new mind – Daniel H. Pink Reversing the slide – James Shein Endurance – Brian Sanders The great game of business - Bo Burlingham and Jack Stack The effective executive - Peter Drucker CEO: Building a $400 Million Company from the Ground Up – Sandra Kurtzig Open – Andre Agassi The Wisdom of Finance - Mihir A. Desai The secret life of groceries - Benjamin Lorr Boys in the boat - Benjamin Lorr The Warehouse – Rob Hart Ghost in the wires – Kevin Mitnick Why – Simon Sinek Atomic Habits – James Clear Nudge – Richard Thaler One minute manager - Ken Blanchard and Spencer Johnson Noise – Cass R. Sunstein, Daniel Kahneman, and Olivier Si
Tue, August 09, 2022
91. What VCs want from a CFO with David Foreman, VC Managing Director at Praetura Ventures
Send us your thoughts In the latest episode of CFO 4.0, Hannah Munro talks to David Foreman, self-proclaimed 'worst accountant ever'. After dabbling in finance and investment banking, David realised his passion lay in helping founders build their businesses from the ground up and founded Praetura Group, specialists in lending and equity solutions for start-ups & SMEs. David runs the VCs group of Praetura Ventures. Also covered in this episode: What are VCs looking for in a CFO? What is currently happening in the world of VC funding? What are VCs looking for in a seed/series A company? Signs of a healthy CFO and founder relationship Why “No” now doesn’t mean “No” forever How to find the right VC for your organisation What in a finance function would make David walk away? Links referenced in this episode: Praetura Ventures: https://www.praeturaventures.com/ Praetura Ventures LinkedIn: https://www.linkedin.com/company/praeturaventures/ David’s LinkedIn: https://www.linkedin.com/in/david-foreman-praetura/ Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 02, 2022
90. Startup CFO to COO – Funding, Scaling and Recruiting in a startup world!
Send us your thoughts Startup CFO to COO – Funding, Scaling, and Recruiting in a startup world! In the latest episode of CFO 4.0, Hannah Munro talks to Sabrina Castiglione, Chief Operating Officer at Pento. She comes from a slightly unusual background for a CFO having studied chemistry at university, working in financial services for a number of years, and then got into the world of startups as a CFO at Tassie. During this session we cover: Hannah and Sabrina explore the differing needs of a business as it shifts from Seed to Series A and beyond What does life as a startup CFO look like? Making the shift to COO? What is the current landscape for funding? How has the economic climate changed what investors are looking for? People vs roles – what does recruitment in a startup look like? Links referenced in this episode: Pento https://www.pento.io/ Sabrina’s LinkedIn: https://www.linkedin.com/in/scastiglione/ Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 26, 2022
89. The First 90 Days as a CFO: Building Exceptional Finance Teams
Send us your thoughts In the latest episode of CFO 4.0, Hannah Munro talks to Darren Woods, CFO at Freedom Fibre about building the ideal finance team. Darren has a degree in Finance and Accounting in Portsmouth, over 20 years of experience working in finance including multiple CFO roles as well as a stint as a consultant helping other companies develop teams. Also covered on this episode: Darren’s passion for people and team development Does finance invest enough in different skills? What are the potential skill gaps in finance teams? Finding the right balance of personalities and skills when recruiting in finance How do you approach the assessment of skills and personal development to build the team that you want? Links referenced in this episode: Freedom Fibre: https://www.freedomfibre.com/ Freedom Fibre LinkedIn: https://www.linkedin.com/company/freedomfibre/ Darren’s LinkedIn: https://www.linkedin.com/in/darren-woods-4508a26/ Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 19, 2022
88. The First 90 days as a CFO: Building strong and healthy relationships with your finance team
Send us your thoughts In the latest episode of CFO 4.0, Hannah Munro talks with Jon Gruda, who is the Assistant Professor of organisational behaviour at Maynooth University. Jon has a joint PhD in Management and Psychology and is currently researching the role of leadership; the relationship leaders have with their followers and what that means in regards to the changes in management. Also covered in this episode: Building and developing the right relationship between a leader and follower How to set yourself up for success as a leader before you even start the role What does a good relationship look like? The differences between a leader and a mentor What characteristics make a strong leader? Links referenced in this episode: National culture comparison by country: https://www.hofstede-insights.com/country-comparison/ Leadership values by country: https://globeproject.com/results#country Jon Gruda’s university profile page: https://www.maynoothuniversity.ie/people/jon-gruda Jon’s LinkedIn: https://www.linkedin.com/in/jongruda/ Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 12, 2022
87. Financial Transformation Live: Breaking the Year-End Stress Cycle
Send us your thoughts We all know that year-end is the time of year that most finance teams dread but surely we shouldn’t have to work late, avoid taking holidays or feel stressed out about it, it happens every year! So, we have a challenge for you - how about we make next year’s year-end the least stressful to date? Whilst it's fresh in your mind, join us on the newest FTL session as we unpick the factors that stress us out at year-end and put forward strategies to deal with them. Links for this episode: Learn More about Financial Transformation Follow us on LinkedIn for our Live Sessions Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 05, 2022
86. How to do Financial Transformation Successfully with Michael Ryan, Founder of Finance Transformation UK
Send us your thoughts In the latest episode of CFO 4.0, Hannah Munro talks with Michael Ryan, the Founder and Managing Partner of Finance Transformation UK. Michael is an independent transformation consultant who previously has worked for several large corporates including Argos and Whitbread and we discuss what it takes to do Financial Transformation well. Also covered in this episode: Michael discusses his 25-year history with Financial Transformation The opinions on what is the secret sauce to success in terms of adoption What are the big mistakes found in transformation projects? The difference between Project Management and Program Management The top tips for someone who wants to embark on a financial transformation project Links referenced in this episode: Michael’s Linkedin Most recent issue of Finance Transformation Magazine Finance Transformation Website Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Mon, June 27, 2022
85. CFO 4.0 The evolution of the finance leader - Sage's Latest Research
Send us your thoughts The Redefined CFO - Sage's Latest Research - The latest and aptly named CFO 4.0 Report from Sage brings you the results from the latest study of global CFOs on how the role has developed. After the success of our joint panel at Accountex, we've invited Richard Moorin (Head of Finance, Sage) and Mark Jackson (VP of Medium, Sage) to discuss the findings on the podcast. This time the tables have turned and Mark takes over hosting the show whilst Richard and Hannah discuss the outputs. Topics covered in this week's episode include: The three personas that the Redefined CFO The increasing importance of ESG and value-led finance Some interesting and unusual stats that came out If you would like to learn more, listen to the podcast or download the report yourself, click here . Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, June 14, 2022
84. The Rise of Disinformation and the Increasing Risk to both Finance and Business, with Alan Jagolinzer, Professor of Financial Accounting at Cambridge Judge Business School
Send us your thoughts In this latest episode of CFO 4.0, Hannah Munro sits down with Alan Jagolinzer, Professor of Financial Accounting at Cambridge Judge Business School. Alan is a member of the editorial boards of The Accounting Review and The Journal of International Accounting Research . In 2015, he was a Fellow of the International Accounting Standards Board, London. Also covered in this episode: Alan’s background and his journey from Pilot to Professor of Financial Accounting at Cambridge Judge What are the risks within finance? Is it something CFOs should be concerned about? What can be done to mitigate exposure? Importance of bringing awareness to disinformation Links referenced in this episode: Alan's LinkedIn Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, June 07, 2022
83. CFO Stories: The Future Focused CFO - James Owen, Global CFO at Kantar
Send us your thoughts In this episode of CFO 4.0, Hannah Munro chats with James Owen, Global Chief Financial Officer at Kantar, about the Future Focused CFO, and how to build a transformational mindset within your finance team. Also covered in this episode: James’ journey to becoming Global CFO of Kantar Profiles & his work with CIMA/AICPA How has the CFO role changed and how will the CFO role change over the next few years? How far away are we from where we need to be within the CFO role? What is holding CFOs back from stepping into that role? How to build a transformational mindset within your finance team What are the challenges with managing a global team? What key things do you need in place to be a successful CFO? Understanding cultural differences within a finance team Critical changes finance leaders need to make for the future What James is doing to set his team up for success both now and in the future Links mentioned in this episode: James' LinkedIn Kantar Listen to more episodes Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 31, 2022
82. Financial Transformation Live - A Framework for Building a Future Proofed Chart of Accounts
Send us your thoughts In this session, Hannah Munro talks about how you can re-design your Chart of Accounts (COA). Ideal for those who are thinking about or currently going through the process, we give you the methodology and the framework to ensure that you not only make no mistakes but that you design a robust COA that can deliver on your reporting needs, ensuring it is futureproofed so you won't have to re-do it again next year! Links for this episode: Learn More about Financial Transformation Follow us on LinkedIn for our Live Sessions Register for our Upcoming Webinar: Sage Intacct's Multi-Dimensional Nominal Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 24, 2022
81. The Increasing Importance of Understanding and Communicating Value in Finance - with Clive Webb, ACCA, and Tim Barber, University of Hull
Send us your thoughts In this episode, Clive Webb and Tim Barber join Hannah Munro to talk about the increasing importance of understanding and communicating value in finance. Clive Webb, Head of Business Management at ACCA. Clive deals with business and technology-related matters from the perspective of the CFO. His research interests include the application of digital technologies to the finance function, and how they impact the people and processes they support. Clive has a particular interest in the personal developmental aspects of an organisation. Tim Barber has worked in the Business Consulting arena for nearly 30 years, with UK, Australian, and Saudi Arabian consultancy practices, following 7 years of line management experience in logistics and operations. In June 2021, Tim was appointed a Visiting Fellow at Hull University’s faculty of Business, Law, and Economics, with a focus on exploring the potential for the employment of relevant systems thinking to support the successful adoption of social value principles into business. He is also currently on the advisory boards for a couple of new businesses that are focused on addressing the sustainability agenda. What else is covered in this episode? What is the change that we’re seeing in finance teams and what does that have to do with value? How do we define value? How value goes beyond economic impact What are the components of economic value identification? Examples of the value identification conversation What this means for the skills in finance Links referenced in this episode Clive's LinkedIn Tim's LinkedIn ACCA Website Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 17, 2022
80. Why Finance Needs to Invest in its People - with Ash Noah, CIMA & AICPA
Send us your thoughts In this episode of CFO 4.0, we have a return guest, Ash Noah, Vice President, CGMA External Relations at the Association of International Certified Professional Accountants (the Association), representing AICPA & CIMA, to talk to us about finance, mindset vs skills, and how the existing workforce needs to adapt. In his role as Vice President, Ash serves as a liaison to CFOs and CEOs to understand how finance teams are evolving and guides the Association’s initiatives to help management accountants create more value for their organisations. What else is covered in this episode? What new skills/mindsets does the finance workforce need for the future? What does the structure of this new organisation look like? What's driving the urgent need for change? What will happen if we don’t? Where is the next generation of finance teams going to come from? How does the existing workforce need to adapt? How do we address the non-technical skillsets needed? Links mentioned in this episode: Download the slides PDF Follow Ash on LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 10, 2022
79. Future of the CFO Role - Research Discussion with Clive Webb, Head of Business Management, ACCA
Send us your thoughts Clive Webb, Head of Business Management at ACCA, returns to the CFO 4.0 Podcast, to chat about the future of the CFO role, and discuss the key insights which came from Clive’s research. Also covered in this episode: The gap of perception between what a CEO wants and what a CFO thinks a CEO wants in the role What are the areas CFOs aren’t focusing on, but they should? How to grow the next generation of CFOs? The virtual CFO and what they can bring to an organization What skill sets are valuable to a CFO? Links mentioned in this episode: Clive's LinkedIn ACCA Website Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 03, 2022
78. Financial Transformation Live - Re-engineering your Finance Processes
Send us your thoughts Missed our last Financial Transformation Live session over on LinkedIn or YouTube? No need to worry, you can listen to it here on our CFO 4.0 Podcast! In this Financial Transformation Live session, Hannah covers how you can rethink and redesign your existing finance processes to improve productivity and allow your team to focus on the things that add value. Also in this episode: How to identify where to focus your process improvement efforts Tools & techniques for brainstorming solutions to process problems Top tips for implementing process changes Links mentioned in this episode Learn more about Financial Transformation Live PDF Presentation for this session Getting started guide to streamlining your finance processes | Free download! The 11 biggest benefits of finance process mapping | Blog Automating your finance team with Sage Intacct | On-demand Webinar Sign up to our mailing list to receive podcast alerts Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 26, 2022
77. Making the shift from CFO to Board with Fiona Hathorn, CEO of Women on Boards UK
Send us your thoughts In this episode of CFO 4.0, Hannah sits down with Fiona Hathorn, CEO of Women on Boards UK, to chat about balancing the cultural fit with bringing something different to the Board, and top tips on setting out on your Board journey. Fiona is the CEO of Women on Boards UK alongside advising a number of different boards and organisations, including Advisory Panel Member for the FRC, Advisory Board Member to Spktral, advisor to Peel Hunt, and Chair of Hanx's Nominations Committee. This episode also covers: What skills & knowledge do you need to be on a Board? And how do you get them? How to find and identify Board opportunities? And how to identify if it’s a good opportunity for you How to make yourself stand out as a potential Board candidate? What does a typical Board recruitment process look like? Top tips on interviewing well Links mentioned in this episode: Fiona's LinkedIn Women On Boards UK Website itas Website Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 19, 2022
76. CFO Stories: The Unconventional CFO with Jeremy Foster, CFO, Talroo
Send us your thoughts In this episode of CFO 4.0, Hannah Munro chats to Jeremy Foster to discuss the role of the CFO, and the benefits of not thinking like a traditional CFO. Jeremy is Chief Financial Officer at Talroo. He has more than fifteen years of experience as a senior executive, mainly in the technology and banking field. Jeremy has been CFO or COO for 3 Inc. 5000 companies, two of which have made the Inc. 500. Also covered in this episode: Jeremy’s unconventional journey to becoming CFO Benefits of not thinking like a traditional CFO Optimising finance structure and team design to achieve an agile finance function Insights into financial and resource strategy for high growth Top tips on how to approach marketing investments Jeremy’s essential tool list to create agile finance functions Links referenced in this episode Jeremy's LinkedIn Talroo Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 12, 2022
75. The Pandemic and Beyond with Clive Webb, Head of Business Management, ACCA
Send us your thoughts In this episode of CFO 4.0, Hannah Munro talks to Clive Webb, Head of Business Management at ACCA. Clive deals with business and technology-related matters from the perspective of the CFO. This episode covers the Pandemic and Beyond for finance, and also explores the research Clive carried out about the pandemic, and also the future of finance as a function. Also covered in this episode: Update on current research in the ACCA professional insights team COVID and the shift it has created within the role of finance Impact of volatility has had on the demands from the finance organisation New data skill sets needed within finance teams The importance of technology to the future of finance Links referenced in this episode: Clive's LinkedIn ACCA Website Finance's Journey to the Future Article Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 05, 2022
74. Financial Transformation Live - Getting started with mapping out your finance processes
Send us your thoughts Join us for the next instalment of Financial Transformation live where Hannah Munro talks about how to get started with mapping out your finance processes! Topics Hannah covers include: Top tips for getting started with process mapping What process mapping tools do we use? How to approach process mapping within your team ...and so much more! Links referenced in this episode: Webinar: Automating your finance team with Sage Intacct Top 5 Process Mapping Tools for Beginners - Blog Remember to follow us on LinkedIn so you don't miss out on our future sessions! Learn more and sign up for live alerts for our sessions here Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 29, 2022
73. How to deal with shifts and transformations within finance teams with Chris Argent, Founder of Generation CFO
Send us your thoughts On our newest episode of CFO 4.0, Hannah sits down and chats with Chris Argent, Founder of Generation CFO. In 2009, Chris was frustrated by poor systems, poor reporting, and lack of time. It was in 2009 that he created Generation CFO. It started off as a small group over on LinkedIn, and is now a huge community with almost 70,000 members! What else is covered in this episode? Chris’s journey to Generation CFO The shift in finance Chris has seen during his time at Generation CFO What changes are happening in finance teams today? Importance of people to the technological shift that’s happening Fixing processes vs automating them Getting started on your transformation journey Links referenced in this episode Join the Generation CFO Group on LinkedIn Follow Chris on LinkedIn Find out more about Generation CFO here Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 22, 2022
72. CFO Stories: Getting that first CFO role with Billy Scanlan, CFO at The Marketing Practice
Send us your thoughts On this episode of CFO 4.0, Hannah chats to Billy Scanlan, CFO at The Marketing Practice. Billy joined The Marketing Practice in 2021, but has previously helped scale fast-growth, private equity-backed B2B businesses. In this episode, the two talk about getting that first CFO role, and how you can build your skills and capabilities to make you a good candidate for your first CFO role! What else is covered in this episode? What is The Marketing Practice? Why Billy chose The Marketing Practice as his first CFO role? How to build the skills and capabilities to make you a good candidate for your first CFO role? How to find your first CFO role? What questions to ask before accepting the offer? How to make your first 90 days a success in your new role? Links referenced in this episode Billy's LinkedIn The Marketing Practice Website Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 15, 2022
71. Building an impactful & commercially focused finance team with Monica Arora, EVP of Commercial Finance, Sage
Send us your thoughts On this week’s episode of CFO 4.0, we have returning guest, Monica Arora, EVP of Commercial Finance at Sage. Monica has been at Sage for almost six years helping build and develop out the commercial finance function and supporting the shift to a subscription focussed organisation. Prior to that she also worked for both Schneider Electric and Invensys PLC. In Monica's current role at Sage, she sits on both the CFO leadership, as well as the COO leadership and we talk about what it takes to grow and develop an impactful commercial function. Also covered in this episode: How has the commercial part of finance developed over the last few years The changing criteria Sage now use to recruit people who give the right kind of insight How to identify the commercial skillset during the interview process Top tips on developing existing finance talent into more commercial roles Importance of educating the wider organisation on core finance skills Links referenced in this episode: Monica's LinkedIn Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 08, 2022
70. The connection between sustainability and finance | with Lilly Miller, CFO at Planet Mark
Send us your thoughts In our newest episode of CFO 4.0, Hannah Munro chats to Lilly Miller, Chief Financial Officer at Planet Mark. Lilly is a qualified accountant and has experience managing a diverse range of businesses and supporting many SMEs from her years in Corporate Recovery and as a Financial Controller. This episode also covers: Lilly’s journey to Planet Mark Where does ESG fit within a CFO role? Lilly’s views on running a business from home What other areas can finance contribute to in terms of sustainability? Why should finance leaders try and push their ESG strategy forward? How to approach sustainability Links referenced in this episode Lilly's LinkedIn Planet Mark Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 01, 2022
69. Financial Transformation Live - Reduce Your Month-End Close Time
Send us your thoughts Join us for the next installment of Financial Transformation live where Hannah Munro will be talking about how you can reduce your month-end close! Topics she will be covering include: Stats around typical close times 4 steps to improve your month-end close Using timeline mapping to understand your current close process Common month-end bottlenecks Where should you be focusing to improve If you would like to learn more about our Financial Transformation Live Community, visit here. Follow us on LinkedIn to ensure you don't miss our future sessions! Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 22, 2022
68. Connecting the dots between data and insights through storytelling in finance | with Brent Dykes, Chief Data Storyteller, AnalyticsHero
Send us your thoughts This episode of CFO 4.0, sees Hannah Munro, chatting to Brent Dykes, Founder, and Chief Data Storyteller at AnalyticsHero. Brent Dykes has spent more than 15 years in the analytics industry, consulting with some of the world’s most recognized brands, such as Microsoft, Sony, Nike, Amazon, and Comcast. Brent brings a unique perspective on data storytelling, and how to communicate data effectively. Brent is a regular Forbes contributor, publishing more than 30 articles on various data topics. He has also published his latest book, 'Effective Data Storytelling: How to Drive Change with Data, Narrative, and Visuals'. What's covered in this episode? What is a Chief Data Storyteller? Brent's journey to AnalyticsHero How to communicate insight within finance teams Frameworks that are being used to share insight throughout finance teams How to convey financial data through stories Top tips for getting into data storytelling for finance leaders Links mentioned in this episode: Brent's LinkedIn Brent's Forbes articles Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 15, 2022
67. Building a global and scalable finance function – with Andrew Collis, CFO at Moneypenny
Send us your thoughts In this episode of CFO 4.0, Hannah chats to Andrew Collis, CFO at Moneypenny. Moneypenny is the leading outsourced communications provider supporting businesses globally with outsourced switchboards, telephone answering, live chat management, and much more. Andrew started his career at Deloitte and joined Moneypenny with a wealth of experience and a passion for people-based organisations. Andrew is an expert in helping to scale up global businesses and driving rapid growth plans. This episode also covers: Andrew’s journey to Moneypenny Building a people-first culture at Moneypenny Building and bringing together a global finance team Top tips for starting a new finance leadership role Preparing companies for growth Leading finance during change and transformation Links referenced in this episode Andrew's LinkedIn Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 08, 2022
66. 5 Steps for Getting Started with your ESG Strategy | With Victoria Gillespie, JTC
Send us your thoughts In our newest episode of CFO 4.0, Hannah chats to Victoria Gillespie, who leads the ESG Commercial Service offering for JTC, and supports the Chief Sustainability Officer to deliver the ESG Strategy. They talk a little about Victoria’s journey to JTC, and what the Environmental, Social, and Governance (ESG) framework means for businesses. Throughout the podcast, they cover several topics, including: Victoria’s journey to JTC Different frameworks that are out there What is ESG? Where ESG should sit within an organisation? What shift Victoria has seen in terms of ESG, and the requirements around Brexit, COVID, and Climate Change Is ESG a requirement? Links referenced in this episode: ESG and JTC Victoria's LinkedIn Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 01, 2022
65. Financial Transformation Live - Breaking the Excel Addiction
Send us your thoughts In this episode of CFO 4.0, we're bringing you the first-ever episode of Financial Transformation Live. This is a recording of a LinkedIn Live & YouTube Live session that took place on the 26th of January at 11 am, which we've turned into a podcast for our CFO 4.0 listeners! In this session, Hannah Munro is talking about all things spreadsheets! Are you guilty of having an addiction to spreadsheets? How do you know if you have a problem? What are the dangers of relying on spreadsheets? How can you move away from relying on spreadsheets? Links referenced in this episode: Excel Audit Template Download Blog, 10 spreadsheets you shouldn’t have in your finance teams Webinar, 8 Ways Sage Intacct helps you get rid of Excel Spreadsheets Check out our upcoming Financial Transformation Live events and subscribe to alerts Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 25, 2022
64. The Research Behind Successful Transformation Projects
Send us your thoughts Join us on this episode of CFO 4.0, as Hannah Munro takes you through the research behind successful transformation projects, and why some financial transformation projects fail. What else is covered in this episode? Current statistics around Financial Transformation What causes Financial Transformation Projects to fail? Practical steps to make your next project a success? Top tips for successful transformation Links mentioned in this episode Sage Transform PDF Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, January 12, 2022
63. CFO Stories: Finance Resolutions for 2022 - Getting the right people, processes, and systems in place with Nick Rose CFO of Enable
Send us your thoughts In this episode of CFO 4.0, Hannah Munro chats to Nick Rose. Nick is CFO at fast-growing Silicon Valley VC-backed Enable and joined to help drive the company’s rapid and international expansion which he has been doing for a few years. He joined Enable from U.K.-based building materials wholesaler Travis Perkins plc, where he spent 16 years in a range of finance director and transformation program director roles. We discuss his experience leading and managing transformation, as well as his learnings from the latest ERP project. This episode covers: Nick's transition from wholesale and distribution to a SAAS business His ambitions for the role of finance How to structure responsibilities within a finance team How systems and platforms can impact your finance teams Finding the right team members who have the right viewpoint Takeaways from implementing a new finance system Nick's business resolutions for 2022 Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, December 22, 2021
62. The Final Episode of 2021 with Hannah Munro
Send us your thoughts In this final episode for 2021, Hannah reflects back on the amazing year we've had with the CFO 4.0 Podcast. and how finance transformation has shifted due to COVID. We wanted to say a huge thank you to those of you who have supported and listened to this podcast over the past twelve months, and we hope you'll stick around for our future episodes. We also wanted to say a HUGE thank you to our guests who have appeared on the show. Hannah also chats about her new project, Financial Transformation Live, and gives a little bit more insight into what that entails and how you can go about joining the sessions! We hope you have a Merry Christmas, and a Happy New Year!🎄 If you could leave a review, it would be much appreciated. Find out more about Financial Transformation Live here Sign up for our CFO Briefing and Podcast newsletters itas Website Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, December 15, 2021
61. Soft Skills and the importance they have in Finance Teams with Howard Tunnicliffe
Send us your thoughts In our newest episode of CFO 4.0, Hannah chats to Howard Tunnicliffe. Howard is Head of Finance - Subscriptions at The Economist, and he helps finance people to move up by mastering soft skills, which is the main subject of today's episode! Howard is also an experienced leader of Financial Planning & Analysis with over 15 years' tenure in global matrixed businesses. What else is covered in this episode? Howard’s journey to The Economist Why are soft skills so important when it comes to finance? How to assess your finance team Why it’s important to be aware of soft skills What are the more important skills when it comes to finance? Top tips to develop these soft skills within your finance team Connect with Howard on LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, December 08, 2021
60. Managing Accountability Successfully in Finance with Colin McDonagh, FD of TTM
Send us your thoughts In this episode of CFO 4.0, join Hannah as she interviews Colin McDonagh, Finance Director of TTM. TTM Healthcare is a world-class, specialist, Irish-owned recruitment company placing candidates in the healthcare market. Colin has focused on financial services throughout his career and has been with TTM Healthcare since 2014. What else is covered in this episode? Colin’s journey to TTM How to approach accountability within finance KPIs and accountability How to monitor and measure accountability within finance teams What does the process of delegation of accountability look like? IROAR – what does it mean? Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Thu, December 02, 2021
59. Building an internal Framework for Financial Modelling with Ian Schnoor, Executive Director at Financial Modelling Institute
Send us your thoughts On this episode of CFO 4.0, Hannah talks to Ian Schnoor, who is the Executive Director at Financial Modelling Institute. Ian is also a Principal and Founder of The Marquee Group, a leading provider of financial modeling training to professionals in the financial community. Ian has built The Marquee Group into a leading provider of financial modeling training, consulting, and accreditation. Also covered in this episode: Ian’s journey into Financial Modelling What is financial modelling? What makes a good financial model? The process and framework behind a good financial model The skillsets people need to take on this role Top tips for building financial modelling capability internally Links referenced in this episode: Ian's LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, November 24, 2021
58. The Digital CFO - Research Report from Sage – with Monica Arora, EVP Commercial Finance at Sage
Send us your thoughts In our newest episode of CFO 4.0, Hannah chats to Monica Arora, EVP Commercial Finance at Sage. They talk all about the research report from Sage, and how COVID has had such an impact on finance teams. Monica has been at Sage for almost six years but has previously worked at Schneider Electic as a Finance Director. In Monica's current role at Sage, she sits on both the CFO leadership, as well as the COO leadership. This episode also covers: Monica's journey to Sage Tools CFOs and other finance leaders need to shift to commercial finance support Do people have a natural aptitude for commercial, or can it be taught? What are some of the key findings from the report? What are some key challenges that CFOs are addressing? What impact has COVID had on finance teams? How widely has cloud been adopted, and what does this mean for organisations? The Digital CFO - what does it mean for organisations? Download the Research Report here Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, November 10, 2021
57.Creating a Growth Mindset as a CFO with Tony Shafar
Send us your thoughts In our newest episode of CFO 4.0, Hannah speaks to Tony Shafar, Executive and Business Coach at Shafar Coaching. Tony has over 20 years of business experience, working in senior positions for FTSE 100 companies, and smaller businesses, along with technology start-ups. He spent 10 years working as a Finance Director for Ogilvy, where he was a key member of the senior management team. Tony is now an executive coach, working with mainly finance leaders on mindset and helping them get clarity, overcome challenges and gain confidence. What else does this episode cover? What is a growth mindset? Challenges of having a fixed mindset Strategies you can implement to get you and your team thinking differently What can you do as a finance leader to help your team develop their own mindsets? Creating that ‘open book’ culture Links referenced in this episode Shafar Coaching Tony's LinkedIn Sign up for our CFO Briefing and Podcast newsletters If you'd like to get in touch with Tony, you can send him an email at: tony@shafarcoaching.com Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, November 03, 2021
56. CFO Stories: The Curious CFO with Paul van der Walt, CFO, greenHat
Send us your thoughts On this week’s episode of CFO 4.0, we have CFO at greenHat, Paul van der Walt joining us to discuss the power of curiosity and what it means for CFOs. An experienced CFO, Paul has a career shaped with a combination of analysis, business partnering, and leadership. A naturally curious individual, he wants to learn how things tick. In the past, he has worked as a CFO for Specsavers, and was a Senior Finance Manager at Heathrow Airport. In this session we talk all about the importance of curiosity both as a leader but also within a team culture. This episode covers: Paul’s background and his journey into the finance world The definition of curiosity in finance What does #GetCurious mean for him and why is it important in finance? What does a curious CFO look like? What are the downsides/shadow behaviours with curiosity? Can curiosity be taught or is it a natural ability? Building a culture that supports curiosity Pauls LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, October 27, 2021
55. Shifting from Maps to a Satnav World – Understanding the shift in the way that Boards make decisions | with Patrick Dunne
Send us your thoughts In this week’s episode of CFO 4.0, we talk about how Boards are now transitioning to a new way of making decisions and what CFOs need to do to support this. Patrick is a returning guest, the Author of “Boards”, is an Experienced Chair and Serial Social Entrepreneur. He talks us through the how's, what's and why's of how Boards are shifting to a new dynamic decision making process. In this episode, we discuss: How has the pace of decision making changed and what is driving it? How are Boards and senior leadership teams approaching decision making in this volatile world? How are CFOs required to work with the Board? Strategies to budget as a Board in an everchanging environment Systems and Processes needed to be able to cope with this change Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, October 20, 2021
54. Building a Transformation Mindset in Finance | with Rob Jackson, VP of Finance Operations at Sage
Send us your thoughts Is financial transformation so black and white, or is there a grey area somewhere in the middle? Today we talk about the importance of mindset to your transformation programme. In the latest episode of CFO 4.0, Hannah Munro chats to Rob Jackson, VP of Finance Operations at Sage about how they do financial transformation internally. Rob has had over 20 years of experience within the transformation roles across a range of industries. He has worked for IBM, BAE Systems, Ernst and Young, BT, and is now settled at Sage as Vice President of Finance Operations where he leads their internal transformation programme. This episode also covers: Rob’s journey into financial transformation and why he decided to move to Sage How Sage approaches transformation internally and some of the challenges they have faced Process of kicking off a new financial transformation project Importance of communication particularly when working with a global team How to build a team geared up for continuous transformation The team structure needed to balance both transformation and operations Top tips for your next transformation project Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, October 13, 2021
53. Leading on Diversity in Finance - with Kay Formanek
Send us your thoughts We all know that Diversity is critical to the success of any business but why is it so hard to address? What do leaders need to consider in their approach to building diversity and how do you know when you have achieved it beyond the typical demographic KPIs. Kay Formanek Author and Founder of Diversity and Performances talks us through the strategic and practical aspects of building a diverse team. What's covered in this episode? Definitions of Diversity beyond demographics Key pillars required for Diversity Success Building a diversity vision and value statement Practical examples of unconscious bias during recruitment and how they were addressed Leadership approach required for Diversity Success Links referenced in this episode: Kay's LinkedIn Beyond D&I Book Diversity and Performance Website Raise your game with Sage Intacct First 90 Days as a CFO: Ultimate Blueprint (FREE download) Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 28, 2021
52. How technology can enable hybrid working for finance teams - with Paul Lee, Partner at Deloitte
Send us your thoughts In this episode of CFO 4.0, Hannah chats to Paul Lee, who is a Partner at Deloitte UK. This episode focuses entirely on the hybrid of working at home, and at the office. What else is covered in this episode? Working from home, hybrid and back to the office - what is the right option? What questions should finance leaders consider for hybrid workers What technology trends are developing to support the new world of work How 5g/wifi 6 going to impact the world of work Links referenced in this episode Paul's LinkedIn Raise your game with Sage Intacct First 90 Days as a CFO: Ultimate Blueprint (FREE download) Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 21, 2021
51. Keeping the ethics in finance through challenging times - Interview with Director of Finance at Mama Shelter
Send us your thoughts In the latest episode of CFO 4.0, Hannah Munro chats to Maneesh Singh, Director of Finance at Mama Shelter. Mama Shelter is a hospitality brand, with 2161 rooms, 15 restaurants, and 750 employees in 14 cities and 9 countries. What is discussed on this episode: Maneesh's journey into his role at Mama Shelter Managing a team during the pandemic Ethics in business How important are relationships with suppliers? Plans for the future at Mama Shelter Links referenced in this episode Maneesh's LinkedIn Mama Shelter Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 07, 2021
50. Hiring CFOs and the changing face of recruitment during COVID - with Phil Scott, MD at FD Recruit
Send us your thoughts In this episode of CFO 4.0 Hannah and Phil Scott, Managing Director of FD Recruit, get to grips with the recruiting of CFOs looking to make their next move. Phil is the founder of FD Recruit, a recruitment consultancy specialising in spotting talented FDs and CFOs looking for their next career opportunity. COVID as you would expect, had a detrimental effect during lockdown, but it’s business as usual now as the country emerges from the Pandemic. If you’re looking for progression and an upwards curve when it comes to your career or even tips on how to futureproof your skills, this is the episode for you! Topics Covered CFO and FD recruitment Hybrid and Flexi-working Networking and Interpersonal skills Technology and the changing role of FDs and CFOs Social Media and Marketing Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Mon, August 30, 2021
49. What does the future of AI look like for finance teams moving forward - with Raj Harash, Director of Sales at YayPay
Send us your thoughts Talking to Hannah on this week’s CFO 4.0 podcast is Director of Sales at Yaypay, Raj Harash. Raj is a whizz at simplifying and streamlining processes. He says that he can make collecting money fast, easy and highly predictable by using inbuilt AI technology. The issue of non-payment can be a sticky one, but Raj believes it can all be avoided if the right tools and software is implemented. Topics Covered AI and Machine Learning in Finance CRM and ERP software Integrating Credit Control into the business CCJ and bad payers CFOs and automation Forecasting and predicting financial models Links referenced in this episode First 90 days as a CFO: Ultimate Blueprint Raise your game with Sage Intacct Raj's LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 24, 2021
48. Dealing with change in finance projects and teams – with Alexandra Bond-Burnett, Executive Coach, Speaking Ambition
Send us your thoughts In this episode of CFO 4.0 Hannah talks with Executive Coach, Alexandra Bond-Burnett who’s helped develop leaders in the Finance, Tech and Accounting space. She gives guidance on how to approach difficult conversations and deal with different personality types. When dealing with complex transformational projects it’s not only the systems you have to work on – Emotional Intelligence is part and parcel of the process too. Topics Covered Emotional intelligence Neuroscience and Psychology Change Management Skills Team Engagement Process and project Management Links referenced in this episode: First 90 Days as a CFO: Blueprint for Success - Download for free now! Alexandra's LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 17, 2021
47. Survey of CFOs reveals the importance of automating finance - with Chris Beeley, embracent
Send us your thoughts In this episode of CFO 4.0 we speak to Chris Beeley, practice lead for financial transformation and automation at embracent. Chris has worked for the world’s largest Accountancy firms, recently ending a 20-year stint at KPMG. He gives us the lowdown on how tech is transforming finance and the dangers of putting mass faith into spreadsheets! Chris and the team at embracent have conducted a piece of research with a number of leading CFOs on the revolution of automation in finance. They found that although most use tech to drive cost efficiency, many also wanted to improve customer experience and create a happier workforce. Topics covered: · Financial transformation and automation · Use of Artificial Intelligence, Bots and redesigning processes · CFO vision and creativity · Limitations of Spreadsheets and Excel · Enterprise Resource Planning (ERP) Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 10, 2021
46. CFO survey reveals the economy is in buoyant mood - with Ian Stewart, Deloitte
Send us your thoughts In this episode of CFO 4.0 Hannah gets an update from the returning Ian Stewart, Chief Economist at Deloitte, on how the bounce back from the pandemic is playing out in the minds of some of the country's leading financiers. Ian produces a quarterly survey questioning some of the UK’s leading CFO’s on issues such as Climate Change, Brexit planning and workplace practices. This survey shows how the big corporates have built up cash and strengthened their balance sheets during the downturn and how they’re planning to grow their businesses. Topics Covered: The ever-changing role of a CFO Bomb proofing the balance sheets and reducing debt V shaped economic recovery Employee retention and hybrid working The impact of Climate Change in corporate decision-making Inflationary risks and pressures. Ian's LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, August 03, 2021
45. Managing a restructure whilst navigating COVID - CFO Stories with Oxfam's CFO Jane Cunliffe
Send us your thoughts Previously having worked in Government, CFO Jane Cunliffe talks with Hannah about her first 12 months at Oxfam. Her journey into finance is a little unorthodox. Starting off as a policy professional at the Department of Education, she went on to work for Nick Clegg’s office – Deputy PM at the time, then moving on to the Treasury where she developed her passion for finance. In a whirlwind first year, Jane describes how she’s had to make some tough decisions as part of the restructure at Oxfam; letting colleagues go, withdrawing from certain countries and delving into the reserves to make ends meet as COVID took hold. This episode covers: Restructuring a global not-for-profit company The advantages and disadvantages of remote communication Streamlining the finance function Creative finance strategy Translating data and information for non-finance colleagues Links referenced in this episode: Jane's LinkedIn Oxfam Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 27, 2021
44. The rewards and pitfalls of being a non profit CFO - with Tosha Anderson, The Charity CFO
Send us your thoughts This week on CFO 4.0 Hannah talks with the energetic Tosha Anderson who's known as the founder and CEO of The Charity CFO. She heads up a business that matches non-profit organisations with accountants who are looking for career change, either because they 'don't want to make the rich richer' or have had enough of working in the profit sector. Tosha began her career helping out charities but was soon consumed by everything but financial work; having to deal with flooded bathrooms to tech problems and beyond! She's spent almost 15 years in the non-profit sector and believes it's the most rewarding career in terms of relationships as well as all round character building. Topics discussed: Non-profit accounting Multi-tasking CFO beyond finance Transitioning from profit to non-profit sector Managing relationships with CEOs, Volunteers and Boards Links referenced in this episode: Tosha's LinkedIn The Charity CFO Website Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 20, 2021
43. The methods of a disruptive CFO - with Victor Wong, Flipp CFO
Send us your thoughts This episode sees Hannah speaking to Victor Wong, CFO of Flipp , a planning and savings app that helps shoppers. As CFO, Victor is responsible for leading the development and successful execution of Flipp’s strategy as well as the operational effectiveness of the company. Prior to assuming the role of CFO, Victor established and scaled both the Content Operations and Finance teams. Leading Content Operations, he formed a 140 member team, working with 1,500+ retailers to deliver local savings and deal content to shoppers across North America. Before joining Flipp, Victor spent eight years at Ernst & Young, six years in the Assurance practice, and two years in the Transaction Advisory Services group working on both buy-side integration and transaction diligence. This episode covers: Top tips on how to support a finance team Creating realistic mission statements The symbiotic relationship between a CFO and their team Listening to new ideas and implementing them effectively Building an environment of collaboration and engendering new disruptive mentalities Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 13, 2021
42. The essential mindsets you need to be successful in your new CFO role - with Ash Noah, AICPA & CIMA
Send us your thoughts Host Hannah Munro speaks to Ash Noah, Vice President, CGMA External Relations at the Association of International Certified Professional Accountants (the Association), representing AICPA & CIMA, about the crucial steps CFOs can take to change their mindsets and become more productive. In his role as Vice President, Ash serves as a liaison to CFOs and CEOs to understand how finance teams are evolving and guides the Association’s initiatives to help management accountants create more value for their organizations. Prior to the Association, he served as CFO of the international unit of TNT Express, the global transport and logistics provider and led finance teams in 45 countries through significant transformation. This episode covers: How different mindsets can enhance value creation and digital transformation projects A CFO first 90 days and why the right attitude will help to hit the ground running What does the current business environment look like for CFOs Challenges CFOs are facing and best ways to overcome them The right mindsets CFO will need to be a success Links referenced in this episode: CGMA designation CFO Programme Re-inventing finance for a digital world report Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, July 06, 2021
41. How to make your next digital transformation project a success - with Mark Lockton-Goddard
Send us your thoughts This episode of CFO 4.0 sees CEO of embracement Mark Lockton-Goddard discuss digital transformation strategies, giving an overview of the right and wrong ways to approach change. Mark has over 25 year's experience providing business and technology advice to a range of global businesses. With senior roles at KPMG, PwC and PageGroup Mark has helped a multitude of businesses with digital transformation projects. Mark's current role as CEO at embracent, a technology consultancy firm, sees him take a hand-on approach to help businesses embrace the opportunities that technology brings. This episode covers: What the decision making process should look like for companies implementing financial transformation solutions How to convince employees to accept new technology and processes Best ways to make a digital transformation project a success for CFOs Main focus areas when starting a digital overhaul of finance departments How companies are changing to meet the modern business environment Links referenced in the episode: Mark's LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, June 29, 2021
40. How the economic climate is impacting CFOs – Ian Stewart, Chief Economist at Deloitte
Send us your thoughts In this edition of CFO 4.0 Hannah speaks to Ian Stewart, Partner and Chief Economist at Deloitte, about his role as chief architect of the CFO Survey, a quarterly review that acts as a barometer of UK corporates’ sentiment and strategies. As part of his role at Deloitte, Ian advises boards and companies on macroeconomics and writes a popular weekly economics blog, the Monday Briefing. His previous roles include Chief Economist for Europe at Merrill Lynch, Head of Economics in the Conservative Research Department and Special Adviser to the Secretary of State for Work and Pensions. This episode covers: What the CFO Survey reveals about CFOs biggest challenges and concerns? What impact future economic trends may have on CFOs? An in-depth look into Deloitte's CFO survey process How the CFO role has changed over the years survey? What external factors are CFOs most focused on? Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, June 22, 2021
39. Managing your team through change as a CFO - with Robert Bendetti
Send us your thoughts On this edition of CFO 4.0 Hannah is joined by the Senior Vice President and CFO of Life Cycle Engineering, Robert Bendetti. Hannah and Robert speak about his experience with change management and discuss ways that CFOs can knock down roadblocks in order to implement new strategies and processes. Prior to his current role, Robert served as V.P. of Finance at Galey & Lord and CFO of The Coastal Logistics Group as well as financial management positions within Lockheed Martin, Hormel Foods, and Hilton Hotels. Robert is the President and founder of the Global CFO Council . The council provides an educational and networking forum for Senior Financial Executives and has more than 1,300 members in 30 countries. This episode covers: How do CFOs go about assessing their own performance? Best ways to delegate roles to the most capable people. How the CFO role is shifting? What support a CFO can provide people through change and transformation? How CFOs should present their future plans? Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, June 15, 2021
38. Securing the future of finance with better business partnering - with Anders Liu-Lindberg
Send us your thoughts Join host Hannah Munro as she speaks to author, influencer and Co-founder of the Business Partnering Institute Anders Liu-Lindberg about the pivotal role good business partnering could have in the finance departments of the future. Anders is currently COO and CMO of the Business Partnering Institute and the owner of the largest group dedicated to Finance Business Partnering on LinkedIn. He has ten years of experience as a business partner at global transport and logistics company Maersk. He has also co-authored the book “Create Value as a Finance Business Partner” and is a popular finance blogger. This episode covers: What are CFOs looking for in a good business partner The factors that are important in maximising a business partner's value The traits and skills that make someone a good business partner How CFO can use business partners to strengthen their department What elements of finance need to change to ensure future progress Links referenced in this podcast episode: Create value as a Finance Business Partner Book Ander's LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, June 08, 2021
37. Advance your finance career despite COVID-19 uncertainty - with Rhymer Rigby
Send us your thoughts With uncertainty surrounding the future of the workplace, Hannah sits down with author and journalist Rhymer Rigby to discuss what post-covid work conditions could look like and what career opportunities they might offer people who play their cards right. Rhymer is the author of 28 Business Thinkers Who Changed the World and The Careerist: 100 Ways to Get Ahead at Work. He has a long career as a business journalist writing articles for the Financial Times, The Times, and The Telegraph amongst others. What's covered in this episode? The current landscape of the world of work Remote vs office - pros and cons Networking from afar and the best ways to get noticed Use of digital and in-person technics to climb the finance ladder Potential post-covid opportunities Links referenced in this episode: Rhymer's LinkedIn Raise your game with Sage Intacct Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, June 01, 2021
36. How CFOs can use new finance automation tech to their advantage - with Jack McCullough & Hannah Munro
Send us your thoughts This edition of the CFO 4.0 podcast sees the tables turn as CFO and Forbes contributor Jack McCullough interviews Hannah about her career and thoughts on financial transformation. As well as his role at Forbes, Jack is president of the CFO Leadership Council, Founder and Chair of the MIT Sloan CFO Summit and author of many business books including 'The Psychopathic CEO - The Executive Survival Guide'. This is Jack's third appearance on the show and first time on the other side of the questions. This episode covers: The current landscape of technology, how is it changing finance Why it matters i.e. pace of decision making/change in roles/finance as a value centre Examples of technologies that are available now How to identify what you need to change i.e. systems vs processes, where do you start, big bang or phased approach, ERP vs best of breed & integration Top tips for finding the right technology and the right partner Links referenced in this episode Jack's LinkedIn Raise your game with Sage Intacct Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 25, 2021
35. FC to Female CFO: Talking about shifting into CFO role for the first time - with Niki Heim
Send us your thoughts On this week's edition of CFO 4.0 Hannah is join by Niki Heim, CFO at LogicSource, a procurement service and technology provider company. Prior to joining LogicSource, Niki gained four years of experience in public accounting where she worked in various industries including small businesses, government entities, and financial institutions and was the Controller at Title Nine Sports, a women’s activewear company. Niki and Hannah discuss her career from her initial start as a FC at LogicSource to her current CFO role. Her rise through the ranks serves as a success story for women looking to thrive in male-dominated industries. This episode covers: How to build the right team to support you as a CFO Best ways to climb the corporate ladder How women can manage a home/work balance Diversity in the workplace Female role models and building opportunities for women Links referenced in this episode Niki's LinkedIn LogicSource Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 18, 2021
34. Getting that first CFO role! with Andrew Waters
Send us your thoughts Join Hannah as she speaks to Andrew Waters, Founding Partner of Zanda a Board and Financial recruitment firm. Andrew knows both sides corporate structures, having both 15 years experience in recruitment and an Angel Investor role in various start-ups. He and Hannah discuss the important attributes that makes the CFO position so vital to companies growth ambitions and getting that first CFO role! Other topics covered in this episode include: How does someone gain the extra skills needed to become a CFO What makes someone right for the CFO role How is tech baked into the CFO role CFO self-assessment and self-improvement Andrew's LinkedIn Zanda Website Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 11, 2021
33. How CFOs can use Storytelling to Bring a Strategic Vision to Life with Jack Sweeney
Send us your thoughts This episode of CFO 4.0 features finance journalist and host of the award-wining CFO Thought Leader podcast Jack Sweeney. Jack is the former editor in chief of Business Finance Magazine and the founding editor of Consulting Magazine. He served as editor of Integration Management and Washington Technology and currently runs a blog for Forbes' CFO Network. As the digitisation of financial departments increases, Jack and Hannah discuss what new demands are being placed on the CFO role within businesses and what techniques CFOs can use to build a wider strategic vision for their companies. Other topics covered in this episode include: The CFO as 'storyteller' Why CFOs should be more extroverted What can CFOs do to connect with more people outside finance What does the CFO of the future look like The leadership role of a CFO Links referenced in this episode: Jack's Forbes articles Jack's LinkedIn CFO Thought Leader Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, May 04, 2021
32. Transitioning from CFO to CEO - A Board's Perspective with Patrick Dunne
Send us your thoughts This episode sees Patrick Dunne, boards adviser and author of award winning book "Boards", back by popular demand. He and Hannah discuss the CFO to CEO journey from a boards perspective, giving CFOs tips on how to move to the next level. What's covered in this episode? What are boards looking for in a CFO who are considering a move to CEO? How has the pandemic changed the transition from CFO to CEO? Why are more CFOs being considered for CEO roles? What skills CFOs need to develop to be thought of as the right candidate? How can a CFO manoeuvre their role to align more with a CEO? Links referenced in this episode: Patrick's LinkedIn Patrick's Twitter Boards Book - Amazon / Governance Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 27, 2021
31. Reducing the Risk of Fraud in your Finance Team - with Robert Brooker
Send us your thoughts In this episode of CFO 4.0, Hannah talks to Robert Brooker, Head of Fraud and Forensics at PKF GM. Robert is a leading industry figure, with more than 20 years of experience in prevention and detection of loss, and investigation of online fraud. Before he became the Head of Fraud and Forensics at PKF, he was Head of Fraud at Transport for London where he managed a team of investigators. What's covered in this episode? Different types of fraud that can occur within a business Is fraud on the rise at this moment in time? Is there a lack of awareness of the impact fraud can have on a business? Why does fraud happen? Red flags we might notice and how to introduce them into our everyday lives What are the reasons people may commit fraud? The two types of fraud and how to prevent it Links mentioned in this episode: Raise your Game with Sage Intacct Robert's LinkedIn PKF GM Website Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 20, 2021
30. A CFO’s Guide To Measuring Marketing ROI – and it isn’t by MQLs! with Chris Walker – Refine Labs
Send us your thoughts In this latest episode of CFO 4.0, Hannah Munro chats to Chris Walker. Chris is CEO of Refine Labs, which is a demand accelerator for B2B SaaS companies. Chris also runs his own podcast, State of Demand Gen. Chris talks innovative strategy, advice and tactics that works best for marketers, along with interviewing the top experts within the marketing industry. This episode covers: How has marketing changed in the last few years? Why the MQL is no longer a good way to measure marketing impact? How do fast growing businesses measure marketing success? What you should be focussing on in terms of measurement? What is brand and what sort of activities would fall underneath it? Buyers process and their journey Signs for CFOs that their brand is working What questions should a CFO be asking their CMO? Support CFOs should give to a CMO to enable success? How long until you start to see an impact to generate leads? Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, April 13, 2021
29. Dealing with a Psychopathic CEO: The CFOs Survival Guide - with Jack McCullough
Send us your thoughts In this weeks episode of CFO 4.0, we welcome back Jack McCullough, President of The CFO Leadership Council. This episode covers: The definition of a psychopath The impact of working with a psychopathic CEO Celebrities who display traits of psychopathy Is it common to have psychopathic CEOs? Signs that you could be working for a psychopathic CEO How to protect yourself from a psychopathic CEO? Links referenced within this episode: Jack's LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 30, 2021
28. CFO Stories - Life as a Portfolio CFO for Start-ups with Aarish Shah
Send us your thoughts In this new episode of CFO 4.0, join Hannah Munro, as she chats to Aarish Shah, founder of EmergeONE. Aarish helps founders, start-ups, and people grow. In this episode, they discuss: Portfolio CFO vs Part-Time CFO Do you have what it takes to be a portfolio CFO? Why do it? What are the benefits? What are the downsides? Picking the right portfolio to work with. Links referenced in this episode: EmergeONE Website Aarish's LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 23, 2021
27. Understanding the ROI of Employee Wellbeing - with Gethin Nadin
Send us your thoughts In this episode of CFO 4.0, Hannah Munro interviews Gethin Nadin. Gethin is an Award-Winning Psychologist who's published in The Financial Times. This episode covers: Is employee wellbeing a new fad or just something we have renamed? What matters to employees when it comes to wellbeing? How do we measure current levels of wellbeing? Importance of employee wellbeing to the bottom line Shifting from reactive to proactive wellbeing Employee wellbeing and your investors Links referenced in this episode: Gethin's LinkedIn Deloitte Report Raise your game with Sage Intacct Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 16, 2021
26. A CFOs Guide to Writing Annual Reports That Your Investors Actually want to Read - with Claire Bodanis
Send us your thoughts Hannah chats to Claire Bodanis, the UK leading authority on corporate reporting. Claire is also the Author of "Trust Me, I'm Listed". Claire is also the Founder and Director of Falcon Windsor. In this episode, Hannah and Claire cover: Challenges currently faced today with producing the annual report How to produce a report that is engaging and valuable to investors Balancing the increase in regulatory requirements with what investors need to hear Communicating challenging news in your Annual Report Common mistakes businesses make when writing their annual report What is changing in the world of annual reporting Links referenced in this episode: Claire's LinkedIn Falcon Windsor Monthly Reporting Webinars Book: Trust Me, I'm Listed Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 09, 2021
25. What do the Elite CFOs do Differently to Drive Impact? - CFO Now Research with Aneel Delawalla, Accenture
Send us your thoughts In this latest episode of CFO 4.0, Hannah interviews Aneel Delawalla, Managing Director and Partner at Accenture. They discuss the research Aneel and his team have regarding the top 17% of CFOs and what they're doing differently compared to other CFOs, and how COVID may have accelerated or slowed trends. This episode answers the following: At a top level, what shifts and trends did the report identify in terms of what businesses need from their CFO? Has COVID accelerated or slowed these trends? What are the top 17% CFOs doing differently? What is the impact on businesses for those that had CFOs that model those behaviours? What can CFOs do today, to start their journey towards this shift? Connect with Aneel on LinkedIn Accenture's Research on what Elite CFOs are doing Infographic Accenture's Website Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 02, 2021
24. Avoiding Burnout When Managing Your Remote Finance Team - with Shauna Moran, Founder of Operate Remote
Send us your thoughts In this episode, Hannah Munro chats to Shauna Moran. Shauna is the founder of Operate Remote - an accredited and award-winning executive coaching agency that empowers CEO's and their remote teams to create and build more emotionally-healthy, engaged and sustainable organisations- so they can scale and grow with confidence, regardless of locations. This episode covers: What can we do to help combat the work from home fatigue that's happening at the moment? How can you change the way you communicate to support remote working? How can we maintain flexibility and work life balance but still ensure good communication and productivity? Managing boundaries and work life balance in a remote world How to build a culture that allows people to thrive working remotely Links referenced in this episode: Operate Remote Website Shauna's LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Wed, February 24, 2021
23. How Funding is Like Ice Cream with Martin Spiller, Paladin Partners
Send us your thoughts In this episode of CFO 4.0, Hannah Munro, MD of itas, interviews Martin Spiller, an experienced CFO, who has worked with a number of high growth SAAS businesses. Questions answered in this episode: What are funders looking for in a CFO? What are the top mistakes businesses make when applying for funding? What about a Start-up vs Scaleup? How does it vary from seed to series A&B? How to go about finding the right funding partner Can you ever have too much funding? Top tips for getting funded Martin's LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 16, 2021
22. Use Humour to Your Advantage as a Finance Leader with Dr. Vanessa Marcie
Send us your thoughts Dr Vanessa Marcié is a Humour & Leadership expert, international speaker and a pioneer of theories of driving change through humour. She has given over 100 presentations to global audiences of more than 30 countries. What to listen out for in this episode: What is the benefit of using humour for both finance transformation and within your finance team? What are the different types of humour and how do you use them effectively How do men and women approach humour differently? How to use humour with your direct reports and with the senior leadership? Top tips on starting to incorporate humour into your leadership style Links referenced in this episode: Leading with Humour Website Quiz Vanessa's LinkedIn Leading With Humour LinkedIn Facebook Instagram The animation video Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 09, 2021
21. The 3 Pillars of Financial Transformation - with Hannah Munro
Send us your thoughts Join Hannah Munro, MD of itas, as she talks about the 3 pillars of financial transformation and what it takes to lead a successful financial transformation project. With over a decade of experience supporting finance teams to manage change and delivering 100s of projects across a number of industries, she is going to share some top tips on how to make your next transformation project a success. Key highlights: Understanding the 3 pillars of financial transformation The science behind successful transformation projects Motivating your team during a transformation project Removing barriers to change Practical tips for your next project Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 02, 2021
20. What are Boards looking for in a CFO? with Patrick Dunne
Send us your thoughts This week on CFO 4.0 we interview the author of “Boards”, Patrick Dunne on exactly what a good CFO looks like from a Board’s perspective. Key topics we discuss: What does a good board/CFO relationship look like? What are boards looking for in a CFO? How do you start off on the right foot with your board? A boards perspective on the CEO/CFO relationship? Can a poor CEO/CFO relationship be repaired? Top tips for new CFOs Links Referenced in this Episode: Patrick's LinkedIn Patrick's Twitter Boards Book - Amazon / Governance Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 26, 2021
19. Using Positive Psychology to Build a High Performing Finance Team with Strengthscope MD, David Lincoln
Send us your thoughts Join Hannah Munro, your host of CFO 4.0 as she interviews David Lincoln, Managing Director of Strengthscope. They discuss the power of positive psychology and how you can apply it to build high performing finance teams. They chat not only about why it works but also how you can apply it to both everyday team management and your recruitment process. Things to listen out for: What is Positive Psychology? How it differs from typical performance management? Impact of Using a Strengths Based Approach Understanding Negativity Bias How it can be used in recruitment to find the right candidates Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 19, 2021
18. Building Your Personal Brand as a Strategic Finance Leader - with Amelia Sordell, Founder of Klowt
Send us your thoughts In this episode of CFO 4.0, join Hannah Munro as she interviews Amelia Sordell, Founder of Klowt, the Personal Branding Agency. They discuss how you can shift the perception of both you and your role in finance from Bean Counter to Strategic Visionary. Also covered in this episode: What is personal branding? Why is it important? How to define your personal brand? How do you build a personal brand? Links Mentioned in this Episode Amelia's LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 12, 2021
17. Top Tips on Finding and Getting your Perfect FD/CFO Role with Andrew MacAskill
Send us your thoughts In this episode of CFO 4.0 podcast, join Hannah Munro and Andrew MacAskill. Andrew is the founder of Executive Career Jump. As a finance professional himself, Mr Macaskill offers advice and guidance on not only making a success of your current job search, but also advice and guidance for those wanting to future proof their careers. What to listen out for: What companies are looking for in new CFOs Top tips for finding the right organization and role for you Alternative options to traditional CFO and FD roles How to get noticed in your job search Advice to Finance Directors to future proof their careers Follow Andrew on LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, January 05, 2021
16. Your First 90 days as a CFO and 2021 Predictions for Finance with Jack McCullough, President of The CFO Leadership Council
Send us your thoughts In this episode, we have a returning guest, Jack McCullough who is the Founder and President of The CFO Leadership Council. This episode covers: How to make the most of your first 90 days as a CFO How to positioning yourself a strategic Partner Key Relationships to focus on Top tips for building a relationship with your CEO Key Areas to Review in your first 90 days Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, December 15, 2020
15. CIMA's Latest Research On Building Business Resilience with Dr Ian Selby, Vice President Research & Development, AICPA & CIMA
Send us your thoughts In this episode of CFO 4.0 podcast, Hannah delves into CIMAs research into financial resilience with Dr Ian Selby. Ian is Vice President of Global Research and Development for Management Accounting, The Association of International Certified Professional Accountants (AICPA&CIMA). What to listen out for in this episode: Current research themes and trends for finance Results of CIMAs Economic Recovery Survey Role of finance in building business resilience What is in the CIMA business recovery toolkit What's next for CIMA? Learn more about the CIMA Toolkits here: Economic Recovery Survey & Business Recovery Toolkit CIMA LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, December 08, 2020
14. What Start-ups & Scale-Ups are looking for in a CFO with Dr Chris Sier, Chairman of Clearglass
Send us your thoughts In this episode of CFO 4.0 podcast, Hannah Munro interviews Dr Chris Sier, Chairman of Clearglass. Dr Christopher Sier is also the Fintech Envoy for England, Visiting Professor of Financial Technology at the University of Leeds, Professor of Practice and Newcastle University and Chairman of Fintech North, the innovation community for tech start-ups. What to listen out for: Chris' journey to becoming Chairman of Clear Glass What qualities are start-ups and scale-ups looking for in a CFO? The difference between the Start-Up to Scale-Up CFO vs the Established, Corporate CFO The importance of industry experience? What should CFOs looking to work with startup and scaleups know before they start? What experience are boards/CEOs looking for in a CFO? Links referenced in this episode Chris Sier LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, December 01, 2020
13. How Technology is Changing the Role of the CFO with Mark Green
Send us your thoughts In this episode, Hannah invites Mark Green, Technology Evangelist at Sage. They discuss how technology is changing the role of the CFO and how finance teams can start preparing for the future. What to listen out for: The role of a Technology Evangelist & the connection between people and technology Current challenges in the world of finance What technologies are going to change the future for the CFO role What do future finance teams look like? How finance teams can begin to prepare for the future Links mentioned in this episode: Mark Green's LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 24, 2020
12. Developing the Next Generation of Finance Leaders with Gareth John President of ICAEW Anglia
Send us your thoughts In this episode of CFO podcast, join Hannah Munro as she interviews Gareth John. Gareth is the Executive Chairman and Director of Accountancy Training College in Cambridge at First Intuition Cambridge Ltd. He is also the President of ICAEW, East Anglia. What to listen out for: Gareth’s journey to ICAEW Current drivers and changes in the skills needed for finance teams How qualifications are changing to develop the next generation of finance How do existing leaders continue to develop their skills? Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 17, 2020
11. Rockstar CFOs in Times of Crisis with Jack McCullough
Send us your thoughts In this podcast episode, we have guest Jack McCullough, which is the founder and president of the CFO Leadership Council, a Forbes contributor, and author of “The Secrets of Rockstar CFOs”, and he has also served as a CFO to 26 different companies. What to listen out for: Why CFO is so critical during the current crisis? Top tips for managing through crisis Is the current situation actually going to change the role of the CFO? Building a Rockstar finance team Links referenced in this podcast Jack McCullough LinkedIn Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 10, 2020
10. Building an Engaged Finance Team with Dr. Jeff Smith, PhD
Send us your thoughts In this new episode of CFO 4.0, we have invited Dr. Jeff Smith. Dr. Smith is a psychologist, cultural strategist, inventor, and speaker who uses design and technology to help people and organizations thrive. The episode will cover: Story & Journey of Dr. Jeff Smith’s 15Five Key areas critical to building and engage the team How a CFO can approach engagement with every individual in the organization? Positioning your finance team to the rest of the organisation How to identify if its working – or not? Links mentioned on this podcast: https://academy.15five.com/ Dr. Jeff Smith’s LinkedIn Visit us at https://itassolutions.co.uk/ Email us at cfopodcast@itassolutions.co.uk Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, November 03, 2020
9. CFO Stories with Jonathan Howell, CFO of Sage Group
Send us your thoughts This episode is our first episode in our #CFOStories series. In this episode, Hannah Munro speaks to the CFO of Sage, Jonathan Howell about his journey and success in a number of CFO roles. This podcast covers the story of Jonathan and how he fell into the finance world. This episode also covers: Jonathan's Journey to becoming a CFO at a Global Tech Business How the CFO Role and/or Finance Teams have changed over the last few years? What makes a successful CFO? Understanding the Strengths and Capabilities of your finance team Top Tips for Building a Strong Finance Function of the Future How to Support Your Team through a Fundamental Change Advice for those Looking to Start their Career as a CFO Links referenced in the Podcast Jonathan's LinkedIn Sign up for our CFO Briefing and Podcast newsletters Free On-Demand Webinars mentioned in the podcast Become a Data-Driven CFO: Making Better Finance Decisions Planning & Budgeting in a Volatile Environment Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 27, 2020
8. Becoming a Transformational CFO with Shawn Fitzgerald, IDC
Send us your thoughts In this episode, Shawn Fitzgerald Research Director for IDC's Digital Transformation Strategy Team, joins Hannah Munro, as they discuss how finance leaders transition from being the 'bean counters', to becoming strategic visionaries. This episode also covers: What are the different types of CFOs we see today? What is a Transformational CFO? How are the shifts in technology and data changing the role of the finance? How are CFOs are evolving their teams with this shift? What skills do Finance Leaders need to thrive in this volatile environment? Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 20, 2020
Introduction to CFO 4.0
Send us your thoughts Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 20, 2020
7. Dealing With Conflict In Your Finance Team with Louisa Weinstein
Send us your thoughts Join Hannah Munro in this episode as she interviews Louisa Weinstein, International Mediator, Founder of The Conflict Resolution Centre. They discuss the different ways you can defuse difficult situations and reach agreements with colleagues at work, particularly in regards to finance. This episode also covers: The principles of dealing within conflict Dealing with resistance to change Top tips for managing conflict remotely How to check in with your employees effectively Links referenced in this episode Get in touch with Louisa LinkedIn Conflict Resolution Centre Free On-Demand Webinars mentioned in the podcast Become a Data-Driven CFO: Making Better Finance Decisions Planning & Budgeting in a Volatile Environment Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 13, 2020
6. Becoming an Effective Finance Leader During Volatile Times with Sydney Finkelstein
Send us your thoughts Join Hannah Munro, as she interviews Sydney Finkelstein, Professor at Tuck School at Dartmouth, Author of Superbosses and Podcast Host of The Sydcast. In this episode, they delve into how COVID has affected the lives of many finance leaders around the globe, and discuss some top tips for new finance leaders. This episode also covers: What a Finance Leader needs to have to react well in volatile times Making Decisions in Uncertain Times Building an agile and innovative finance team Top tips for new finance leaders and how to make a great first impression Developing a vision for you and your finance team How to become a 'super boss' Contact Sydney: LinkedIn Books and Research Free On-Demand Webinars mentioned in the podcast Become a Data-Driven CFO: Making Better Finance Decisions Planning & Budgeting in a Volatile Environment Get in touch itas info@itassolutions.co.uk Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, October 06, 2020
5. Data Compliance News - The CFO Update - Autumn 2020 with Stuart Davenport
Send us your thoughts Join Hannah Munro, as she interviews Stuart Davenport from The Compliance Consultancy, as they talk about the latest updates in data compliance. They cover the implications and key strategies that you and your team need to be aware of. This episode also covers: Data Hacking at Blackbaud Updates to the privacy shield legislation GDPR implications for those working from home Managing Remote workers in foreign countries – what impact does that have on data compliance and what do you need to be careful of? Contact Stuart: LinkedIn The Compliance Consultancy Free On-Demand Webinars mentioned in the podcast Become a Data-Driven CFO: Making Better Finance Decisions Planning & Budgeting in a Volatile Environment Get in touch itas info@itassolutions.co.uk Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, September 22, 2020
4. Speaking to Deloitte about the CFO Signal Survey with Steven Gallucci
Send us your thoughts In this episode, Hannah Munro interviews Steven Gallucci, who is the US CFO Program Leader at Deloitte. This episode covers: How the current pandemic has affected feedback and reporting from CFOs How organisations have been operating with most employees working from home over the past 6 months View the CFO Signal Survey, here. Visit Deloitte's website. Follow Steven Gallucci on LinkedIn Follow Steven Gallucci on Twitter Visit our website Visit our Events Page Watch our 'How to Become a Data-Driven CFO' On-Demand Webinar now! Watch our 'Planning and Budgeting in a Volatile Environment' On-Demand Webinar now! Watch our 'How Does Your Close Perform Against Your Peers?' On-Demand Webinar now! Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, March 10, 2020
3. Understanding Your Own Strengths to Build a Stronger Finance Team with Tracy McEachran
Send us your thoughts In this episode of CFO 4.0, Hannah Munro will be interviewing Tracy McEachran, from Curious Minds Consulting. This podcast episode covers why it's important to understand your own behaviour before you can help others, different strengths you might find within your team, and how to build a stronger finance team. Listen to find out more! Contact Us itas Website email: info@itassolutions.co.uk Contact Tracy https://www.linkedin.com/in/traceymceachran/ https://curiousmindsconsulting.com/ Watch our 'Become a Data-Driven Finance Leader' on-demand webinar. Watch our 'Planning & Budgeting in a Volatile Environment' on-demand webinar. Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Trailer · Tue, February 25, 2020
CFO 4.0
Send us your thoughts What is CFO 4.0? Well in this introduction episode, Hannah Munro, MD at itassolutions, gives us a brief insight into what CFO 4.0 is all about. Make sure to follow as every two weeks, we will be uploading a brand new episode, with some episodes featuring key experts to give you real-world advice and guidance on how to transform your business, people and data. Welcome to CFO 4.0, The Future of Finance. Visit our website. Follow us on Twitter , Facebook and LinkedIn. Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 25, 2020
1. Delivering a Successful Digital Transformation Programme with Phil Raynor
Send us your thoughts In this episode, Hannah Munro will be chatting to Phil Raynor on how to deliver a successful digital transformation programme. Contact Phil at: phil@philraynor.com Contact Us itas Website email: info@itassolutions.co.uk On-demand Webinars Watch our 'Become a Data-Driven Finance Leader' on-demand webinar. Watch our 'Planning & Budgeting in a Volatile Environment' on-demand webinar. Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
Tue, February 25, 2020
2. What Employers and Employees are looking for in a CFO with John Smith
Send us your thoughts In this episode, Hannah Munro will be chatting to John Smith, about what employers and employees are looking for in a CFO. This episode covers how attributes within CFOs are identified, leadership skills and support in career development. Get in touch with us Email us: info@itassolutions.co.uk Find us at https://itassolutions.co.uk Contact John LinkedIn For more information about The Accountancy Recruitment Group , visit: https://www.thearg.co.uk/ Watch our 'Become a Data-Driven Finance Leader' on-demand webinar. Watch our 'Planning & Budgeting in a Volatile Environment' on-demand webinar. Sign up for our CFO Briefing and Podcast newsletters Explore other CFO 4.0 Podcast episodes here . Subscribe to our Podcast!
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