From Rearview to Road Ahead - A Planning...

Cal Brouilette recalls a sleepless night in Houston, speaking at 3 a.m. with someone from Blackstone about a purchase-and-sale agreement and transition-service agreements. It concerned a power-plant portfolio sale at Direct Energy, a Centrica subsidiary, that Brouilette places in ... Show More

Jamie Schroeder’s finance career began on the shop floor at Ford Motor Company. As part of Ford’s rotational development program, Schroeder tells us, he spent a month working in the paint shop at an assembly plant outside Cleveland. The experience was designed around “learning th ... Show More

At Timken, it was generally known that Phil Fracassa knew he would become CFO after the company separated its steel business. But first, he tells us, the board gave him a different assignment: lead the project management office and set both resulting companies up for success.The ... Show More

In today’s competitive global landscape the responsibilities of CFOs are diversifying more than ever. The fast paced digital revolution, geopolitical uncertainty, economic volatility and the environmental impact of climate change means the modern CFO must adapt to future proof th ... Show More

Are you leveraging AI to its full potential in your finance department? In this episode, we dive into the practical application of AI in finance with Anton Medvedev, former Senior Product Manager at Vena and CPA/CFA. With his unique blend of finance and tech expertise, Anton offe ... Show More

<p>In this bonus episode of Inside the Strategy Room, we feature an interview with OpenAI CFO <a href="https://www.linkedin.com/in/sarah-friar/">Sarah Friar</a> from the&nbsp;<a href="https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/what-an-ai-powered-finance-f ... Show More

The buzz: “Agility has become arguably the most critical attribute a company needs to remain competitive and relevant” (Tony Klimas, EY). It’s almost 2020 and your same-old business structures, models and processes will not sustain you anymore. Are you dreaming of an efficient, a ... Show More

Are you leveraging the full potential of strategic finance in your annual planning process? In this episode of The CFO Show, Igor Stelea, Director of Strategic Finance, Analytics & Business Transformation at CFGI, unpacks what makes annual planning effective and what causes it to ... Show More

<p>This week, <a href="https://www.mckinsey.com/our-people/yuval-atsmon">Yuval Atsmon</a>, the newly appointed head of McKinsey's finance function, joins us to share his perspectives on the chief finance role.</p> <p>Yuval is also a client-serving senior partner in our firm's Tec ... Show More

How do you scale finance operations to keep pace with a business that’s doubling in size every few months? In this episode of The CFO Show, Carta CFO Charly Kevers shares how he has navigated constant change while helping the company grow from Series C to Series G and reach a $7. ... Show More

<p>In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss Financial Planning &amp; Analysis (FP&amp;A). Duncan shares insights into the importance of model design in finance, emphasizing the significance of careful planning and structuring for ... Show More

FOUR ACTIONABLE LEADERSHIP TAKEAWAYS Run weekly team deal reviews where the entire team finds the blindspots in a deal. Make those deal reviews positive and fun — it’s us versus the deal, not us vs the rep. Use the benign reachout early in your sales cycle by having your CEO send ... Show More