Tag Archive for: CFO
The IPO Software Stack: What You’ll Need Before Going Public
Best practices for developing the systems and processes you’ll need to go from private to public company, with insights from EY.
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.
5 Annual Planning Strategy Hacks for CFOs
CFOs in The Circle share strategies and advice for annual financial planning, including: balancing growth and spend, benchmarking, and managing board and internal communications.
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 Road to IPO: Insights on Public Market Readiness from Robinhood’s Finance Leaders
Fresh off their public market debut, Robinhood CFO Jason Warnick and VP, Treasurer Shiv Verma shared their IPO experience with The Circle, including the key factors and principles guiding their decisions and the lessons learned along the way.
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.
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).
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.
The Road to IPO: CFO Greg Henry on Steering Couchbase Through its Public Debut
Couchbase CFO Greg Henry offers advice on building buy-side and sell-side relationships, gathering the right people, honing processes, and preparing to lead as a public company CFO.
Compensation for Your Sales Team – Getting it Right
Sales compensation is often rife with difficulty and unintended consequences. Leading startup CFOs and a Deloitte principal discuss how to get it right.