Consumer Playbook Morgan Stanley

A Look at the Consumer Public Company Playbook

The Circle gathered this week with our consumer-focused CEOs and CFOs to discuss the consumer tech market playbook, from the perspectives of public company CEOs, CFOs, and Boards. Umi Mehta & Shaan Tehal of Morgan Stanley joined the group to synthesize for them what they’ve learned from scores of public company leadership conversations.
Office Health & Safety Protocol COVID 19

Health & Safety Protocols for Returning to On-Site Work

The Circle gathered this week with a broad group to discuss the top of mind topic of health and safety of their employees back at the office, all of whom have been directly dealing with this subject matter every day since the onset of shelter in place.
Rightsizing Your Real Estate

Rightsizing Your Real Estate

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.
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.