Software Public Company Playbook

A Look at the Software Public Company Playbook

The CEO|Circle + CFO|Circle came together with Paul Kwan, Head of Morgan Stanley’s W. Coast Tech Group, and Melissa Knox, Global Head of Software, to discuss Morgan Stanley's software market playbook which they’ve synthesized from scores of public company leadership conversations they’ve held. 

Managing Risk in Accepting and Using the PPP Loan

 The CFO|Circle was joined by Kevin Grumberg + Grant Fondo + Derek Cohen of Goodwin and Courtney Dorman + Amy Koch of Brunswick who offered a framework for assessing and managing risk with respect to audits, lawsuits and unwanted publicity around the PPP loan.

M&A Considerations During a Pandemic

The CEO|Circle came together with James Kim + Nadir Shaikh of Qatalyst Partners to discuss M&A considerations during COVID19. During these challenging times, Qatalyst shared how CEOs can and should cultivate meaningful relationships on both sides of the M&A equation. 
PPP Loan Whats Next

You Received a PPP Loan. What’s Next?

The CFO|Circle came together with Adam Steinberger + Michael Barrett + Dennis Minich of Andersen Tax and Kevin Grumberg of Goodwin to discuss the loan forgiveness provisions under the CARES Act and the latest Paycheck Protection Program (PPP) developments. 
Reduction in Workforce Packages

To RIF or Not to RIF and The Consensus if You RIF

The CFO|Circle (65 attendees!) convened to discuss a topic most don't ever want to live through, but now many are - Reduction in Workforce (RIF). Together they've identified the do's and dont's of executing a RIF, from where to start to what to offer and how to best communicate with their employees.
Room to Grow

Room to Grow: Strategies and Tactics for Growth

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.” 

A Virtual Gathering for Finance Leads During Unprecedented Times

CFO|Circle convened to discuss burning topics during the Pandemic of COVID-19. As always, and especially now, leaning in and helping each other navigate through unprecedented times.
COVID Prevention and Recover Warehouse Facilities

Pointers on COVID Prevention and Recovery for Fulfillment Facilities

The CEO|Circle was joined by Nader Kabbani VP of Amazon Flex and Last Mile Logistics to discuss best practices for COVID prevention and recovery for fulfillment facilities.

How to Survive So You Can Thrive in Wartime

CEO’s & CFO’s of The Circle convened with Karl Jacob to discuss “How to survive so you can thrive in Wartime”. Karl shared actionable (albeit painful) tips-and-tricks learned from the scar tissue he endured through the '00-'02 and '08-'10 (+'11-'12) downturn

Managing Your Company’s Debt During the Current Downturn

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.”