Category:
CFO Leadership

Best practices for developing the systems and processes you’ll need to go from private to public company, with insights from EY.

Transitioning from private to public can dramatically alter the chemistry and operations of a company, which is why it’s so important to have the right people, processes, systems, and mindset in place.

CFOs in The Circle share strategies and advice for annual financial planning, including: balancing growth and spend, benchmarking, and managing board and internal communications.

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).

2020 has introduced a wide range of new, unpredictable variables to consider when financial planning for the future. The|Circle convened this week to discuss different planning approaches, including scenario planning, general planning advice, and tactics for communicating these plans to the board.

The Circle came together with Tim Kazul, Jon Wittemyer, Lukas Ault @ CBRE, and Katherine Murphy, Brenna Moorhead @ Goodwin to discuss how to work with your landlord on financial needs here-and-now and space need in the near future as impacted by the pandemic.

Recently the consumer-facing CEOs of our CEO|Circle got together to share strategies and tactics for optimizing growth during these unprecedented times. This peer group offered helpful insights into how they are taking advantage of areas where there is “Room to Grow.” 

Peers of the CEO|Circle and CFO|Circle convened on a discussion w/ Ken Loveless, a Managing Partner here at Founders Circle Capital and veteran of SVB on “Managing Your Company’s Debt During the Current Downturn.”

CFO’s, today’s “Risk Officers”, convened with Rob Krolik (who leads the CFO|Circle Masterclass series) to discuss how to scenario plan around the financial downturn, including how to model cash preservation and assumptions to make around revenue and expenses.

Building a great technology start-up to and through a financial exit happens to a rare few.