Couchbase CFO Greg Henry offers advice on building buy-side and sell-side relationships, gathering the right people, honing processes, and preparing to lead as a public company CFO.
CFOs in The Circle share strategies and advice for annual financial planning, including: balancing growth and spend, benchmarking, and managing board and internal communications.
Many companies are actively exploring a shift from a subscription-based pricing model to a consumption-based model, or hybrid of both. Here are some of the key considerations as you think through the transition, and tips for how to prepare your customers and internal teams.
Transitioning from granting options to restricted stock units (RSUs) is a common practice among late-stage private companies approaching a liquidity event. Learn more about the key benefits, considerations, and best practices for making the transition.
Sales compensation is often rife with difficulty and unintended consequences. Leading startup CFOs and a Deloitte principal discuss how to get it right.
From his former role as CFO of Oracle to his current position as co-CEO + CFO of a SPAC, Jeff Epstein has earned plenty of scar tissue with invaluable experience as a CFO for both private and public companies. Jeff shares his views on CFO best practices, navigating the transition from public to private, the “why” of SPACs, and more.
While discussions about mental health in the workplace have always been critical, the unending parade of uncertainties and challenges in 2020 has heightened the issue’s size, scale, and intensity. Our friends from Lyra Health and Culture Amp lead The|Circle group to dig deeper into the frameworks and statistics around mental health, map that data to the tech workforce, and explore different benefits and resources for employee support.
Despite a global pandemic and recession, CFO Tim Bixby recently helped steer Lemonade to one of the best IPO debuts of 2020. Having traveled the entire startup-journey through IPO more than once (LPSN, SSTK), Tim has the critical experience and insight into the leadership and strategy necessary to be a successful CFO.
Led by our mutual friends, Rob Krolik and David Oppenheimer, this Circle|Call was geared towards discussing how CFOs can shift their role from one that reports to the board to one that leads the board (of course, in conjunction with their CEO).
This Circle|Call series was focused on figuring out how to invite employees back to the office (or continue supporting them remotely) with peer-to-peer first-hand accounts and benchmarking data on what is and isn’t working in this herculean endeavor.
