Employee Mental Health

Employee Mental Health - Helping Teams Navigate Adversity

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.
CFO Prepare Annual Plan Present to Board

2021 Financial Planning and Setting Board Expectations

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.
Changes in the Market (IPO, Direct Listing, SPAC) with Morgan Stanley

What's Going on Below the (Exit) Waves w/ Morgan Stanley

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.
Ask Me Anything w/ Tim Bixby @ Lemonade

"Ask Me Anything" with CFO Tim Bixby @ Lemonade

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.
SPAC - An Alternate Route to Going Public

SPAC - An Alternate Route to Going Public

Representing 40% of the entire IPO market today, SPACs are quickly becoming an alternative way for venture-backed companies to go public.  But what exactly are SPACs?  How do they work? How do they differ from a traditional IPO? And why the recent hype?
The CFO's Role with the Board

The Role and Responsibilities of the CFO with the Board

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).
CFO Software Stack Programs Systems

CFO Software Stack: The Good and The Should Be

CFO’s touch upon so many aspects of the business and a critical one is owning and managing the majority of a company's software stack. The CFO|Circle convened to discuss the good, the bad, and the ugly of the software they are using today, best practices for implementation, and if there should be a specific role hired to manage the stack.
Making Work Work for Parents in 2020

Making Work Work for Parents in 2020 - Part Two

A sharing of ideas and experimentation's on this rapidly evolving area to support working parents during distance learning and shelter in place. By all accounts, everyone’s kids will continue to be at home for distance learning with their schools. Under all circumstances, it can eat into their productivity and cause friction in their work satisfaction. What do we (companies) do?
Making Work Work for Parents in 2020

Making Work Work for Parents in 2020

A broader group discussion focused on “how to” approach an entirely unprecedented but not unexpected issue that companies are contending with for their working parents. A big population to solve for (64% of households 2+ working parents). And one to pay attention to as attrition seems to be a high possibility. How will your company try to help make this new reality more sustainable?
Return to On-Site Work Series

Return to (On-Site) Work Series

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.