Menu

Menu
You are here: / Systems & Processes

The “Art” of Annual Planning

How to drive efficiency and navigate conflicts during annual planning.

The “Science” of Annual Planning

Align your board, executive team, and broader organization with your vision to create a successful roadmap for the future.

Generative AI in Finance: 5 Questions Finance Leaders Should Be Asking

Generative AI opportunities, risks and use cases in finance

Compensation Committee Construction

How to establish a comp committee charter, select board members and maintain alignment.

The Treasury Management Playbook for Growth Stage Companies

Mitigating treasury risk with a modern and scalable strategy
CFO Software Stack - Best in Class

The CFO Software Stack

The most used business systems & tools by private company CFOs.

Managing Your Board of Directors Through Uncertainty

How to manage board dynamics during uncertainty.

8 Tactics for Leading Effective Annual Planning Conversations

Advice for mastering the art of financial planning.

A Three-Part Framework for Annual Financial Planning

Best practices for annual planning strategy and communication.
ARR in a Consumption Model

ARR in a Consumption-based Pricing Model

As a CFO, how do you help manage the transition of your board of directors from a private company to a public company? Four battle-tested CFO’s shared their experience and advice with The Circle Community.
All Things Audit

Audit Advice for Companies on the Path to Public Life

As a CFO, how do you help manage the transition of your board of directors from a private company to a public company? Four battle-tested CFO’s shared their experience and advice with The Circle Community.

Transitioning Your Board of Directors From Private to Public

As a CFO, how do you help manage the transition of your board of directors from a private company to a public company? Four battle-tested CFO’s shared their experience and advice with The Circle Community.
The Ins and Outs of the IPO Price Discovery Process

IPO Price Discovery with Kim Jabal (Former CFO of Unity)

When navigating towards your IPO, finding and setting the correct price for your company’s stock can be one of the most important aspects of the process. Kim Jabal of Unity joins The Circle to discuss the ins and outs of the price discovery process.

Pricing and Packaging Paradox: Consumption, Subscription or Both?

Many companies are actively exploring a shift from a subscription-based pricing model to a consumption-based model, or hybrid of both. Here are some of the key considerations as you think through the transition, and tips for how to prepare your customers and internal teams.
Deal Desk - Do's and Don'ts

The Do‘s and Don’ts for Creating, Implementing, and Optimizing Your Deal Desk

A sales negotiation Deal Desk can streamline your sales team’s negotiation process, providing critical guidance and support for standard and complex deals alike. On the ground leaders of The Circle share best practices for creating, implementing, running, and optimizing a Deal Desk operation.
CFO Software Stack Programs Systems

The CFO Software Stack: Tips for Implementation

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.

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.
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. 

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.