Category:
CFO Leadership

The IPO Software Stack: What You’ll Need Before Going Public

The IPO Software Stack: What You’ll Need Before Going Public

March 3rd, 2022 by

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

The IPO Software Stack: What You’ll Need Before Going Public

March 3rd, 2022 by

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

The IPO Readiness Guide for CFOs

January 26th, 2022 by

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.

5 Annual Planning Strategy Hacks for CFOs

January 24th, 2022 by

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

The Role and Responsibilities of the CFO with the Board

January 23rd, 2022 by

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).

2021 Financial Planning and Setting Board Expectations

October 9th, 2020 by

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.

Rightsizing Your Real Estate

May 22nd, 2020 by

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.

Room to Grow: Strategies and Tactics for Growth

April 29th, 2020 by

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.” 

Managing Your Company’s Debt During the Current Downturn

April 20th, 2020 by

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.”

Scenario Planning in the Age of a Pandemic

April 9th, 2020 by

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.

Startup Founders and Executives Consider Financial Wealth Planning

September 9th, 2019 by

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