Tag Archive for: CFO

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.
“Ask Me Anything” with CFO Jeff Epstein of Apex and formerly of Oracle (2008-2011)

The Road to IPO: CFO Jeff Epstein of Apex and formerly of Oracle (2008-2011)

From his former role as CFO of Oracle to his current position as co-CEO + CFO of a SPAC, Jeff Epstein has earned plenty of scar tissue with invaluable experience as a CFO for both private and public companies. Jeff shares his views on CFO best practices, navigating the transition from public to private, the "why" of SPACs, and more.
Hybrid Work - Getting it Right

Hybrid Work – Getting it Right

After over a year of pandemic-induced remote work, businesses across the country are preparing for employees to return to in-person offices in some form. Spoiler alert: no one has this figured out quite yet, and getting it right will take a lot of trial and error.
"Ask Me Anything" with CFO Tim Bixby @ Lemonade

The Road to IPO: 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.
The IPO Readiness Guide for CFOs Hero

The IPO Readiness Guide for CFOs (2021 Edition)

Transitioning from private to public can dramatically alter the chemistry and operations of a company, which is why it’s so important to have the right people, processes, systems, and mindset in place.
Reimagining the Office

8 Tips for Re-Imagining Your Office Post-Pandemic

As the world slowly emerges from a pandemic-induced work-from-home era and businesses move to adopt hybrid work plans, employees and employers alike have the opportunity to reconsider the role of their physical office spaces.
"Ask Me Anything" with CFO Lee Kirkpatrick Twilio (2012-2018)

The Road to IPO: CFO Lee Kirkpatrick Twilio (2012-2018)

Veteran CFO Lee Kirkpatrick guided Twilio to and through its IPO from 2012-2018. Now he's an active board member and executive advisor to both venture-backed and public companies. Lee shares his views and best practices for exercising greater empathy, up-and-down the organization, as a cornerstone to being a strong leader in the company.
"Ask Me Anything" with CFO Criss Harms Forescout (2013-2020)

The Road to IPO: CFO Criss Harms Forescout (2013-2020)

Veteran CFO Criss Harms guided ForeScout, a 20-year-old company, for nearly eight years to and through its IPO from 2013-2020 where he helped scale the business with people, systems, and processes. Having traveled the entire start-up journey, Criss has key insight and experience concerning CFO leadership and strategy.
Employee Mental Health - Helping Teams Navigate Adversity

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.
2021 Financial Planning and Setting Board Expectations

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.