Send us your thoughtsIn this episode of the CFO 4.0 Podcast, Hannah Munro, is joined by Sara Daw, Co-founder and Group CEO at the CFO Center and the Liberti Group. Sara shares her journey from the corporate world to founding the CFO Center, and provides valuable insights into the evolving role of CFOs, particularly in the context of fractional and part-time positions.Key topics covered in this episode:The concept and benefits of fractional and part-time CFO roles for SMEs.The unique challenges and opportunities fractional CFOs face compared to their full-time counterparts.Strategies for effective financial management and planning in smaller businesses.The impact of technological advancements and AI on the CFO role.The integration of ESG and DEI initiatives within the CFO's responsibilities.The future of the C-suite and the growing importance of flexibility and adaptability in leadership roles.Links mentioned Sara’s Linkedin Learn more about The CFO CentreLearn more about The Liberti GroupLearn more about Sara’s work hereSara’s book “Strategy and Leadership as Service” Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro is joined by Jason Godley, CFO of Xactly Corp. as they the critical soft skills necessary for successful CFOs. Exploring how effective communication and strategic thinking are key to driving business success. Jason shares insights from his extensive career, offering valuable advice for both aspiring and seasoned CFOs.Key Discussion Points:Importance of clear and succinct communication with boards and CEOsStrategies for presenting complex decisions and balancing risksAdapting communication styles for different CEO personalitiesTechniques for managing challenging board dynamics and building relationshipsEngaging employees and explaining financial concepts in relatable termsLinks mentioned: Jason’s Linkedin Learn more about XactlyJason’s Book Recommendation: Think Again: The Power of Knowing What You Don't Know by Adam Grant Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro is joined by co-host Paul Newton, Pre-sales Consultant at itas, to delve into the essential components of successful financial transformation projects. Topics covered include:Defining Project Scope and Priorities: Tips on setting clear goals and involving the right stakeholders.Budget and Resource Management: Discussing the importance of budget considerations and resource allocation.Integration and Implementation Strategies: Exploring the pros and cons of Big Bang versus phased approaches.Data Quality and Migration: Assessing and improving data quality before migration.Optimisation and Continuous Improvement: Ensuring ongoing value and practical tips for continuous improvement.Choosing the Right Partner: Key questions to ask potential partners and the importance of long-term support.Links mentioned:Hannah’s LinkedInPaul’s LinkedInLearn more about itas Solutions Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of the CFO 4.0 podcast, Hannah Munro talks to Michelle Pendergast, Group Finance Director at The Lowry Theatre. Michelle shares her unique journey from dance college to heading finance at one of the UK's leading cultural venues.This episode covers:Michelle's transition from a creative background in dance to a career in finance.The challenges and strategies of managing finances in a non-profit organisation.Insights into The Lowry's budgeting and forecasting processes for their diverse range of performances.Balancing commercial and non-commercial activities to support The Lowry's mission.Implementing cost-effective financial practices in a charitable setting.The importance of aligning finance with the organisation's artistic and community objectives.Engaging with various departments and stakeholders to communicate financial data effectively.The role of finance in supporting The Lowry's social and economic impact initiatives.Links mentioned: Michelle's LinkedinLearn more about The Lowry Theatre Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, Hannah Munro explores the essential topic of designing robust finance data structures. This month's session examines various aspects of financial data design, ensuring it meets both current and future needs.Topics covered in this episode:Components of Strong Financial Data DesignCommon Mistakes and RisksEnsuring the Right Financial StructureSystem Capabilities: Evaluating system layers, dimensions, and available reporting toolsPractical Testing and FeasibilityMigration and PlanningLinks mentioned: June FTL: Navigating Process Improvement on the Maturity ScaleRevisit previous Financial Transformation Live  sessions Register for July's Financial Transformation Live sessionCFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this special episode of CFO 4.0, Mark Blackmore steps in for Hannah Munro to provide a mid-year roundup of our podcast's most impactful conversations from 2024. Join us as we revisit the wisdom, laughter, and ground-breaking ideas shared by our remarkable guests.Key Highlights:January:Scott Buchanan on the challenges and preparations for taking a company through the IPO process.Dominique Highfield from Purple Bricks on the dynamics of financial and operational leadership.Soufyan Hamid on the transformative power of storytelling in finance.Chris Ortega on generative AI and navigating business uncertainty.February:Hannah Williams, CEO of Alacrity, on effective team communication and the transition from CFO to CEO.Jamie Irwin on the dynamic world of CFO recruitment in private equity.March:Nicholas Boucher on the transformative power of Artificial Intelligence in finance.Tory Bauman on the intricacies of financial planning and analysis in telecommunications infrastructure.Christian Frantz Hansen on balancing quantitative and qualitative measures in performance management.April:Andy Burrows on developing a business-focused finance mindset.Marie Charpentier on transforming finance teams in high-growth companies.Clive Webb on the pivotal role of sustainability in mergers and acquisitions.May:Katrina Nacci on the complexities of US GAAP and proactive planning.Arjit Kumar on leading through major organisational changes.Howard Friedman and Akshay Swaminathan on leveraging data science for business success.June:Chris Lloyd Mostyn on mastering project requirements in financial transformation.David B Horne on fundraising, scaling businesses, and the challenges faced by diverse founders in venture capital.Episodes mentioned:158. The Road to IPO: A Bitcoin Depot Story with Scott Buchanan159. A Leadership Journey at Purplebricks – Insights into Cash Burn, Resilience, and Transformational Triumphs with Dominique Highfield160. Transforming Numbers into Stories: The Power of Financial Communication with Soufyan Hamid161. Navigating 2024: Agility, AI, and People-Centric Finance with Chris Ortega164. Leadership Evolution: Transforming from CFO to CEO with Hannah Williams165. PE Backed | Insider Information on the Recruitment of CFOs in Private Equity with Jamie Irwin167. AI's Role in the Future of Finance with Nicolas Boucher168. PE Backed | The Evolution of a Finance Leader: Journey Through Audit, IPO, Acquisitions to Private Equity with Tory Bauman169. Balancing Acts: Performance Management in Finance with Christian Frantz Hansen171. Beyond Numbers: Cultivating a Business-Focused Finance Mindset with Andy Burrows172. Global Expansion Tactics: Finance Strategies for Success with Marie Charpentier Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsJoin Hannah Munro as she interviews David B. Horne, Founder of Add Then Multiply and Funding Focus. With over 20 years of experience as a CFO, David shares his wealth of knowledge on fundraising, scaling businesses, and the challenges faced by diverse founders in the venture capital industry. Key topics covered include:Insights from David’s extensive experience as a CFO across various industries and his transition to running his own business.The current market difficulties, inherent gender biases, and the lack of diversity in the venture capital industry.Exploring crowdfunding, angel investing, and family offices as viable alternatives for conservative growth plans.David’s FACE methodology (Fund, Acquire, Consolidate, Exit) for driving business growth and successful scaling.Key considerations and best practices for merging and integrating businesses post-acquisition.The critical role of CFOs in financial modelling, scenario planning, and ensuring the financial health of the business.Links mentioned: David's LinkedinLearn more about Add then MultiplyRead David's Book 'Add then Multiply'Read David's Book 'Funded Female Founders' Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsJoin Hannah Munro as she interviews Chris Lloyd-Mostyn, Senior Business Partner, on his extensive experience driving financial transformation at BT Group. In this episode of CFO 4.0, Chris shares detailed insights into the complexities and strategic decisions involved in managing one of Europe's largest finance transformation projects. Key topics covered include:Understanding the initial state of BT's finance systems and the decision to undergo transformation.How the project was scoped, planned, and the strategic pivot to cloud computing mid-way through.The intense focus required to manage data from decades-old systems during the transition.Building a robust business case, revising it in response to evolving circumstancesStrategies for reducing operational risks and ensuring continuous compliance during the transformation.Links mentioned:Chris' LinkedinWorld Finance Forum London 2024 Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, Hannah Munro discusses the Process Improvement Maturity Scale. This session focuses on helping you understand and evaluate the maturity of your organisation's process development. Hannah takes you through various aspects of process improvement, offering insights and practical advice.Key topics covered:Overview of the Process Improvement Maturity Scale.Assessing process knowledge and measuring performance with KPIs.Defining process ownership and leveraging technology for digitisation and automation.Stages of process optimisation and continuous improvement.Importance of thorough and consistent process documentation.Indicators of process effectiveness and aligning with organisational goals.Links mentioned:May FTL: Navigating Process Improvement on the Maturity ScaleRevisit previous Financial Transformation Live  sessions Register for June's Financial Transformation Live sessionCFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsJoin Hannah Munro in this episode of CFO 4.0 as she delves into the power of data science with Howard Friedman and Akshay Swaminathan, authors of "Winning with Data Science." This episode is packed with expert insights on how CFOs and finance leaders can leverage data to make smarter decisions and drive their organisations forward. In this episode:Learn the essentials of data science and how it can influence decision-making processes in business.Howard and Akshay share their diverse experiences and paths to becoming data science experts.Techniques and tools that can enhance accuracy in forecasting future business needs.Discussing the practical application of AI and machine learning in business settings and their real-world efficacy.How to handle and interpret data correctly, avoiding common pitfalls like biases and misinterpretation.Strategies for integrating data science into business operations to improve outcomes and efficiency.Concrete advice for CFOs on implementing robust data-driven strategies within their organisations.Links mentioned:Howard's Linkedin Akshay's Linkedin Learn more about Howard's workLearn more about Akshay's workHoward & Akshay's book "Winning with Data Science."  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsJoin us in this episode of CFO 4.0 as Hannah Munro discusses with Ajit Kumar, VP of Finance at Signal AI, the intricate process of leading through major organisational changes, focusing on acquisitions and international expansion. Jump deep into the complexities of merging different cultures and systems, and the critical role of finance leadership in driving successful integration.In this episode, you'll discover:How Ajit’s international experiences shaped his professional outlook.Strategies for blending corporate cultures across borders and the significance of understanding local nuances.The importance of building a project management mindset within finance teamsEffective tactics for managing people through changes, including dealing with resistance Insights into leveraging technology for better data management and process efficiencyHow artificial intelligence can revolutionise data handling in finance, giving leaders more time to focus on strategic initiatives.Links mentioned:Ajit's LinkedinLearn more about Signal AI Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Join Hannah Munro as she dives into the complexities of US GAAP with cross-border accounting expert Katrina Nacci. This episode navigates the intricate world of international finance and expansion into the US markets. Here’s what we cover:Discover Katrina's journey from PwC in Boston to becoming a cross-border accounting adviser in Frankfurt.Insights into the major hurdles companies face when expanding into the USA detailed look at converting from UK or European GAAP to US GAAPUnderstanding the additional layers of compliance that come with US GAAP and how to prepare for US audits.Strategies for finance teams to manage US GAAP conversions effectivelyAdvice on preparing for funding rounds or acquisitions by US entities, emphasizing the strategic advantage of understanding US GAAP ahead of time.Links mentioned:Katrina’s LinkedinLearn more about Katrina's workFree Notion Guide for European CFOs on US Accounting & Reporting Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Join us for the latest FTL episode on the CFO 4.0 Podcast, hosted by Hannah Munro, where we delve into the future-proofing of finance teams and explore the evolving landscape of financial operations. In this session, In the episode we discuss:Insights into how the finance function is adapting post-COVIDExamination of the rapid acceleration in technology adoption, particularly AI and cloud computing.Detailed discussions on how digital process are reshaping areas like accounts payable, accounts receivable, and overall financial workflows.Exploration of how AI is being integrated into financial systems to enhance predictive analytics and improve decision-making.A look at how finance roles are expected to evolve, with a decrease in transactional tasks and an increase in strategic and oversight responsibilities.Discussion on the importance of developing new skills within finance teamsLinks mentioned:April FTL: The New Normal in Finance: Future-Proofing Your finance TeamRevisit previous Financial Transformation Live  sessions Register for May's Financial Transformation Live sessionReserve a free one hour review session with Hannah Munro!CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Join Hannah Munro and guest Clive Webb, Head of Business Management at the ACCA, as they delve into the pivotal role of sustainability in Mergers and Acquisitions (M&A). This episode provides critical insights into how sustainability considerations are influencing the financial landscape, particularly in M&A and investment strategies. In this episode, you will learn about:Understanding its role in altering business strategies and investment decisions in the context of M&A and Private Equity.The various challenges businesses face regarding sustainability in operational and transactional contexts.A deep dive into how sustainability is reshaping due diligence and compliance processes.Clive offers practical guidance for CFOs on preparing for and integrating sustainability into their operations and strategic planning.Insights into future trends in sustainability within the financial sector Links mentioned:Clive’s LinkedinLearn more about ACCASustainability in transactions report  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

In this episode of CFO 4.0, host Hannah Munro engages in an insightful discussion with Marie Charpentier, SVP Finance & People Operations at InfoSum, on the dynamic challenges and strategies involved in transforming finance teams within high-growth companies and navigating international expansion. The episode covers:Importance of small, incremental changes vs. overwhelming projectsEvaluation and improvement of existing processes for scalabilityRethinking funding approaches in challenging marketsFinancial costs and success metrics for global expansionGlobal expansion and digital transformation strategiesLinks mentioned:Marie’s LinkedinLearn more about InfoSum Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

This week on CFO 4.0 join Hannah Munro as she converses with Andy Burrows, CEO and Founder of Supercharged Finance. Dive into the critical aspects of developing a business-focused finance mindset and understand how finance professionals can transcend traditional roles to become strategic business leaders.  This episode explores:The mission and impact of Supercharged Finance in the realm of online training and development for finance professionals.Identifying and bridging the skills gap in finance teams, with a special focus on CFO readiness.The concept of business acumen: How finance professionals can cultivate it through strategic curiosity.Insights into the Value Driver Tree model and its significance in understanding business operationsStrategies for finance leaders to assess and enhance the business acumen within their teams.The importance of embedding finance within the organisation Links mentioned:Andrew’s LinkedinLearn more about Supercharged Finance Enrol to the CFO Readiness Builder Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

In this month's FTL session on CFO 4.0, Hannah Munro dives deep into the concept of maximising efficiency within finance teams, particularly focusing on how to achieve more with less. Amidst a challenging economic environment, finance professionals are increasingly required to enhance productivity without significant increases in resources. Key highlights include:An overview of the critical need for finance teams to enhance efficiency and productivity.The importance of evaluating and optimising meeting schedules.A focus on time management methods to boost individual productivity and ensure effective breaks.The significance of assessing and developing the skills and competencies within finance teams to drive efficiency.Conducting Excel audits to reduce reliance on manual spreadsheet management.Conducting system audits to identify opportunities for further efficiency gains.Links mentioned:March FTL: Navigating the Budgeting Process for Transformation SuccessRevisit previous Financial Transformation Live sessions Register for April's Financial Transformation Live sessionReserve a free one hour review session with Hannah Munro!CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Join Hannah Munro on this insightful episode of CFO 4.0, featuring Christian Frantz Hansen from the Business Partnering Institute. Explore the intricate balance between quantitative and qualitative measures in performance management. This episode sheds light on how finance teams can drive value and navigate the complexities of modern business landscapes. In this episode, we cover:The Business Partnering Institute's holistic view on performance management in finance.The significance of supporting the business through collaborative efforts across functions.Insights into effective benchmarks, the importance of qualitative measures, and innovative tools.The critical role of people in driving change, emphasizing the need for a culture that supports learning, development, and adaptation to new technologies.Practical advice on managing change within finance teams, including the importance of humour, connection, and the SCARF model to overcome resistance and foster trust.Links mentioned in this episode: Christian’s LinkedinLearn more about the Business Partnering Institute Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Join us in this enlightening episode of CFO 4.0 as Hannah Munro sits down with Tory Bauman, Vice President, FP&A at Zayo Group, to discuss the intricacies of financial planning and analysis in the fast-paced world of telecommunications infrastructure. Tory shares her remarkable journey from public accounting to a pivotal role in a major global company, offering unique insights into the challenges and opportunities of financial transformation.In this episode, we cover:Tory's transition from auditing to leading FP&A, and her first-hand experiences with the company's evolution from public to private equity.The critical role of communication with auditors and the significance of understanding business operations from both sides of the financial fence.The importance of asset integration, and the shift towards cultural fit in recent acquisitions.Practical advice for finance professionals on career progressionThe emerging trend of boomerang employees and considerations for those contemplating a return to a previous employer.Links mentioned in this episode: Tory’s LinkedinLearn more about Zayo Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Join Hannah Munro in this week’s episode of CFO 4.0 as she delves into the transformative power of Artificial Intelligence in the finance sector with the esteemed guest, Nicolas Boucher, Founder of AI Finance Club. Discover how AI and technology are reshaping financial processes, enhancing productivity, and enabling finance teams to lead with innovation. This episode covers:The Evolution of AI in Finance: From simple chatbots to advanced generative AI.Practical Applications of AI: Learn how AI can streamline operations.AI's Impact on Business and GrowthThe Role of Finance Teams in AI Adoption: Discuss the importance of finance professionals becoming proficient with AI tools and technologies.Insights into the limitations of AI in finance and how to navigate these challenges effectively.Future-Proofing Finance with AI: The importance of selecting technology partners with a strong AI strategy.Links mentioned: Nicolas' Linkedin Learn more about Nicolas' work hereJoin the AI Finance Club Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

In this month's FTL episode on CFO 4.0, hosted by Hannah Munro, we delve into the intricacies of budgeting in the modern finance landscape. Focusing on shifting towards a more agile budgeting approach, Hannah shares invaluable insights and strategies to help finance professionals navigate the complexities of financial planning and transformation. Join us as we explore:Introduction to Agile Budgeting: Understanding the need for flexibility in financial planning.Different Budgeting Approaches: A deep dive into incremental, zero-based, and scenario-based budgeting.Top-Down vs Bottom-Up Budgeting: Analyzing the pros and cons of each approach.Strategies for aligning budget projections with current business run rates to minimise the need for frequent rebudgeting.Discussing the journey from basic to leading-edge planning capabilities.The importance of involving department heads and teams in the budgeting process for better alignment and accountability. How to evaluate the effectiveness of your budgeting process and the value it adds to the organisation.Links mentioned:February FTL: Navigating the Budgeting Process for Transformation SuccessRevisit previous Financial Transformation Live sessions Register for March's Financial Transformation Live sessionReserve a free one hour review session with Hannah Munro!CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Join Hannah Munro and Jamie Irwin, Partner and Head of UK CFO Practice at Finatal, in an enlightening episode of CFO 4.0 that delves into the dynamic world of CFO recruitment in private equity. This episode sheds light on the unique challenges, opportunities, and career trajectories for CFOs navigating the private equity landscape. Key highlights include:Explore the intricate relationship between CFOs and Private Equity, including majority vs minority deals and the impact on CFO role recruitment.Dive into how CFO roles differ in Private Equity environments, from transformational tasks to exit-focused responsibilities.Discover the essential skills and personal traits that define successful CFOs in the Private Equity sector.Uncover insights into the recruitment process for CFOs in Private Equity.Get an overview of the latest salary trends and equity structures for UK CFOs in Private EquityGain valuable advice for professionals aspiring to step into CFO roles within Private Equity.Links mentioned in this episode: Jamie Irwin's LinkedIn Learn more about FinatalCFO Remuneration, Equity and Outlook Report 2023 | Finatal  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Join host Hannah Munro in this enlightening episode of CFO 4.0 podcast, featuring returning guest Hannah Williams, CEO of Alacrity Foundation. Dive into a detailed exploration of the transition from a CFO to a CEO role, along with insights into effective team communication, board meeting management, and much more.Key Points Covered:Team Communication: Highlighting the importance of aligning team efforts with organisational goals.In-depth discussion on managing board meetings efficiently.The importance of giving and receiving feedback for continuous personal and organisational growth.The role of mentorship in leadership development and the power of leveraging networks for organisational growth.Colour Profiling in Professional CommunicationLinks mentioned in this episode Hannah William's LinkedIn Learn more about AlacrityAlacrity on InstagramListen to Alacrity’s Podcast ‘By Founders For Founders’Hannah’s Book Recommendation: Surrounded By Idiots: The Four Types of Human Behaviour by Thomas EriksonTake the True Colours Personality Test  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

This week's episode of CFO 4.0 we have a slight change to the usual format. We are excited to give you a sneak peak of our brand new podcast that is coming soon. Join Hannah Munro and itas’ Pre-sales consultant Paul Newton in this insightful first episode of 'itas Talks Sage Software' where we discuss the world of Sage Financial Software. In this pilot episode we dive into how Sage 50, Sage 200 and Sage Intacct handle financial consolidation, and which is the best choice for your business.We'd love for you to tune in and to give your feedback. In this episode, we cover:Understand the basic consolidation functionalities across Sage 50, Sage 200, and Sage Intacct.Learn about the consolidation process in Sage 50, including its limitations and unique features.Dive into the enhanced capabilities of Sage 200, particularly its departmental consolidation and flexibility.Discover the advanced consolidation options in Sage Intacct, including its ability to handle multiple currencies and drill-down reporting features.Contrast the three Sage products in terms of ease of use, functionality, and suitability for different organisational needs.Gain valuable insights from Paul's extensive experience with Sage software to guide your decision-making process.Links mentioned: Hannah’s LinkedInPaul’s LinkedInLearn more about itas SolutionsBe the first to hear about ‘itas talks Sage software’ here Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Join Hannah Munro in this insightful episode of The Financial Transformation Live series.This episode is a comprehensive guide for finance professionals navigating the complexities of system audits and employing technology for efficient financial management.Key Points Covered:Discussion on ensuring system security, privacy, and user access controlsThe need for documenting financial processes, checklists, and standard operating procedures The shift towards digital approvals and controls in transaction processingInsights into the importance of controlling report design and ensuring the accuracy and consistency of financial reports.Strategies for monitoring changes in financial transactions.Encouraging a shift to digital auditsLinks mentioned:January FTL: Ensuring your system passes AuditRevisit previous Financial Transformation Live sessions Register for February's Financial Transformation Live sessionRequest a Requirement TemplateReserve a free one hour review session with Hannah Munro!CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

In this week’s episode of the CFO 4.0 podcast host Hannah Munro welcomes Chris Ortega, CEO at Fresh FP&A, for an engaging discussion, diving into the evolving world of Finance in 2024.In this episode, we cover:How finance professionals can transition from tactical to strategic rolesDelving into how AI is reshaping finance, from theoretical understanding to practical applications.Exploring the shift towards a more people-centric approach in finance.Discussion on the transition from traditional budgeting to rolling forecastsHow adopting new technologies can streamline operations, attract better talent, and push finance professionals to evolve beyond traditional tools like Excel.Understanding the changing landscape of finance careersLinks mentioned:Chris’ LinkedinLearn more about Fresh FP&A  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Join Hannah Munro and guest Soufyan Hamid, Financial Storytelling Trainer at The Finance Circle, for an enlightening discussion on the transformative power of storytelling in finance. This episode explores how finance professionals can effectively communicate complex data through compelling narratives. Key points covered include:The Journey to Storytelling: Soufyan shares his transition from a technical auditor role to mastering storytelling in finance.Strategies for tailoring financial presentations to different audiences.Understanding the SCQA technique (Situation, Complication, Question, Answer) for engaging financial presentations.Tips on finding the right balance between crucial financial data and engaging storytelling.How to effectively communicate challenging financial updates in a business environment.The importance of CFOs in cascading financial storytelling skills throughout their teams.Links mentioned: Soufyan’s Linkedin Find out more about The Finance Circle  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

In this episode of the CFO 4.0 podcast join Hannah Munro, in an engaging conversation with Dominique Highfield, Chief Operating Officer of Purplebricks, as they delve into the dynamics of financial and operational leadership. In this episode, we explore:Insights into managing cash burn and transformational challenges at Purplebricks.Strategies for leading effectively during times of corporate and personal challenges.How to foster team resilience and support during restructuring and redundancies.Navigating corporate environments in both private and public sectors.The importance of vulnerability and emotional expression in corporate leadership roles.Advice for New C-Level Executives: Practical tips for those stepping into high-level roles.Links mentioned:  Dominique’s LinkedIn Learn more about Purplebricks Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

In this new episode of the CFO 4.0 podcast join Hannah Munro as she interviews Scott Buchanan, the COO of Bitcoin Depot, about their journey to becoming a publicly listed company. This episode delves into the intricacies and challenges of taking a company through the IPO process, especially in the dynamic field of cryptocurrency. Key points covered include:Understanding the company's role as an operator of Bitcoin ATMs and its foundational history.The insights into why Bitcoin Depot chose the IPO route and the specific path they took.Discussing the changes in financial reporting and internal controls necessary for the transition from private to public.Scott’s experiences with the SEC's regulations, particularly for a cryptocurrency companyThe challenges and strategies in transitioning the team for public company requirementsKey insights and tips for businesses contemplating a similar pathLinks mentioned: Scott’s Linkedin Learn more about Bitcoin Depot Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

In this enlightening episode, join Hannah Munro in a heart-warming conversation with returning guest Sarah Watson, Director of Finance & Technology at Make-A-Wish® UK.Explore the fascinating world where finance meets philanthropy as they discuss the challenges and triumphs of granting wishes for children facing adversity.  Here are some highlights from the episode:The evolving role of finance in charitable organisations.The impact of digital transformation and real-time reporting on decision-making.The exciting journey of integrating cryptocurrency donations into the non-profit sector.The importance of business partnering and enabling department managers to make informed decisions.Sarah's insights into the Make-A-Wish Foundation's mission and challenges.How you can make a difference by supporting the Make-A-Wish Foundation.Links mentioned within this episode:Sarah’s LinkedInLearn more about Make-A-Wish Leo’s StoryGet Involved with Make-A-Wish Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

 Join us in this insightful episode of CFO 4.0 podcast as Hannah Munro explores the complexities of diversity and inclusion in the workplace with our special guest, Simon Fanshawe, Partner at Diversity by Design and Author of "The Power of Difference".  In this episode, we explore: Insights into managing diversity and inclusion in the workplace, focusing on collaboration and understanding.Strategies for creating safe spaces for disagreement and effective communication.Challenges and opportunities in implementing diversity strategies in organisations.Real-world examples of diversity dynamics within large corporations and public sector institutions.Simon's perspectives on the current state of diversity and inclusion, and practical advice for managers and leaders.Links mentioned in episode Simon’s LinkedIn Learn more about Diversity by Design Simon’s Book, The Power of Difference  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

In this episode of the CFO 4.0 podcast, Hannah Munro chats with Dana Price, CFO of LifeLabs Learning. As a seasoned CFO with extensive experience in private equity-backed companies, Dana shares invaluable insights and practical advice on working with private equity firms, offering a glimpse into the dynamic world of finance transformation.  Here are some key takeaways from the episode:Learn how to manage relationships with private equity investors and internal stakeholders effectively.Discover the differences between private equity and venture capital, and how they operate.Find out what private equity firms look for when considering investments and how businesses can prepare.Learn the importance of asking questions, even if they seem basic, to gain a deeper understanding.Discover why open and honest communication is crucial when working with private equity sponsors.Learn about the "no-nos" that can hinder your career in private equity, and how to steer clear of them.Links mentioned in this episode.Dana's LinkedinFind out more about LifeLabs Learning Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

In this insightful episode of Financial Transformation Live on the CFO 4.0 Podcast, hosted by Hannah Munro, we delve into the crucial aspects of calculating Return on Investment (ROI) for financial transformation projects. Key discussion points include:The transition from building a business case to a deep dive into calculating ROI.In-depth examination of ROI calculation, focusing on cost savings, and various elements like time savings, risk avoidance, and intangibles.Detailed exploration of costs not incurred, revenue generation, and the impact of intangibles on financial decisions.Emphasizing the importance of considering resource allocation and ongoing optimization in project investment.Top tips for establishing timeframes, managing volumes, and considering business ambitions in ROI calculations.Links mentioned:November FTL: Building Out a Set of Requirements for your Finance System Revisit previous Financial Transformation Live sessions Request a Requirement TemplateReserve a free one hour review session with Hannah Munro!CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback surveyExplore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

In this episode of CFO 4.0 podcast join Hannah Munro, as she chats with Paul Barnhurst ‘The FP&A Guy’, renowned financial modelling expert and host of the "FP&A Today" and "Financial Modellers' Corner" podcasts. Get ready to dive deep into the world of financial modelling and discover why it's such a crucial skill in the world of finance.Highlights from the episode:The importance of good assumptions in financial modelling.Practical tips for building accurate and useful financial models.The role of financial modelling in planning and decision-making.Strategies for more agile and effective budgeting and forecasting.The evolving role of FP&A professionals and how to gain a seat at the table.Links mentioned in this episodePaul’s LinkedInFind out more about The FP&A Guy Listen to FP&A Today Listen to Financial Modeller’s CornerExplore other CFO 4.0 Podcast episodes.Subscribe to our Podcast!

In this first episode of PE Backed series on the CFO 4.0 podcast, join host Hannah Munro as she delves into a fascinating journey of financial transformation with Kim Dziuk, the CFO of Adams® Flavors, Foods & Ingredients, LLC. Discover how Adams, a beloved brand with over a century of history, underwent significant changes and growth under private equity ownership, all while facing the challenges of legacy systems and manual processes.In this episode, we cover:Transitioning as a CFO from non-profit business to Private Equity environmentChallenges and opportunities of financial transformation.Implementing ERP systems and the unexpected complexities.The importance of process improvement and adapting to change.Lessons learned and advice for finance leaders in similar situations.Links mentioned in this episode.Kim’s LinkedinFind out more about Adams® Flavors, Foods & Ingredients, LLCExplore other CFO 4.0 Podcast episodes.Subscribe to our Podcast!

In this week’s episode of the CFO 4.0 podcast Hannah Munro welcomes back special guest Andi Lonnen! Together they explore and reflect on the Finance Business Partner Bootcamp, where finance professionals gathered to enhance their skills and knowledge. Discover the key takeaways, insights, and inspiring stories from the event. In this episode, we cover: The importance of curiosity in the finance business partner role. How to ask powerful questions without intimidating colleagues. Building courage to drive change and innovate within finance. Recognising the significance of soft skills alongside technical expertise. Inspirational stories from finance professionals who dared to be different. Links mentioned in this episode  Andi’s LinkedIn Finance Training Academy Find out more about Finance Business Partner Academy Find out more about the Finance Business Partner Bootcamp Explore other CFO 4.0 Podcast episodes. Subscribe to our Podcast! 

This episode of the CFO 4.0 podcast comes from our recent Financial Transformation Live session with Hannah Munro, and is all about gathering and documenting requirements for financial system transformation! Overview of what was discussed:How to approach gathering requirements for your finance system Infrastructure and customisation capabilities to consider What options you have for system strategyHannah's top tips! Links mentioned:October FTL: Building Out a Set of Requirements for your Finance SystemRevisit previous Financial Transformation Live sessions Register for November's Financial Transformation Live sessionRequest a Requirement TemplateReserve a free one hour review session with Hannah Munro!CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback surveyExplore other CFO 4.0 Podcast episodes

In this episode of the CFO 4.0 podcast, Hannah Munro sits down with Rob, the CFO of Modaxo. Dive into the world of mergers and acquisitions with Hannah and Rob as they explore the strategies, challenges, and key learnings from Rob’s journey. Discover how Rob achieved ongoing improvement in his approach to programmatic M&A, offering valuable insights for finance professionals and businesses.In this episode learn about:The importance of a clear M&A strategyBalancing culture and numbers in acquisition decisionsTalent retention strategies in a growing organisationRealistic assessment of integration challengesTips for building a win-win scenario in M&ALinks mentioned in this episode:Rob's LinkedInFind out more about ModaxoExplore other CFO 4.0 Podcast episodes.Subscribe to our Podcast!

In this episode of the CFO 4.0 podcast, Hannah Munro sits down with Marco Torrente, CFO at WebBeds, to explore the complexities and challenges of leading financial transformations across multicultural landscapes.  Topics covered in this episode:Key strategies for keeping teams motivated during long and often challenging transformation processesBalancing the difficulties of managing transformation while also handling day-to-day operationsNavigating Cultural Differences, emphasising the importance of understanding cultural nuances.Tips and strategies on maintaining effective communication across different time zones and cultures.Top Tips on what any leader should consider when starting a transformation journey, regardless of the organisation's size.Links mentioned in this podcast:Marco’s LinkedinLearn more about WebBedsExplore other CFO 4.0 Podcast episodes.Subscribe to our Podcast!

Welcome to a special edition of the CFO 4.0 podcast, brought to you in partnership with the ACCA at CogX Festival. In this live panel event, host Hannah Munro is joined by an expert panel of speakers as they dissect the future of financial leadership, offering a fresh perspective on what lies ahead for CFOs and financial teams in the journey towards Finance. Join us as we delve deep into the transformation that is underway, steering CFOs from being mere financial overseers to becoming integral value creators within organisations.Also covered during this discussion: Understanding the shift from a finance-focused role to a multifaceted leadership position.Strategies for CFOs to step up and seize opportunities across various domains.How finance professionals can foster deeper engagements and collaborationsDiscussing the importance of integrating finance into the broader business dialogues and strategy sessions.Understanding and quantifying the value that quality data and insightful financial partnering can bring to businesses.Gather expert insights and experiences, laying out the path for the evolution of the CFO role.Links mentioned:Find out more about CogX FestivalAlistair's LinkedIn Find out more about the ACCALaura's LinkedInFind out more about Octopus Energy Amina's LinkedInFind out more about The LEGO GroupExplore more CFO 4.0 Podcast EpisodesSubscribe to our Podcast!

In this episode of the CFO 4.0 Podcast, Hannah Munro delves deep into the ever-evolving world of procurement with our guest, Thomas Siersbæk Heller-Njor, Founder and CEO of CostBits. Together, Hannah and Thomas explore the challenges and nuances of aligning procurement with financial insights and how technology, particularly SaaS, is paving the way for improved transparency and efficiency.In the episode, we cover:Understanding why not all KPIs should be centred around costs and the significance of a holistic view.How businesses can stay ahead of the curve, mitigating risks and foreseeing challenges.The art of balancing supplier relationships A close look at how SaaS companies are bridging the gap between procurement and finance.The added value of advisory services in optimising procurement strategies.Links mentioned in this podcast:Thomas’ LinkedinLearn more about CostBitsExplore other CFO 4.0 Podcast episodes.Subscribe to our Podcast!

In this episode of the CFO 4.0 podcast, Hannah Munro sits down with Andi Lonnen Founder & CEO at Finance Business Partner Academy to discuss the development of the Finance Business Partner Function.Also covered on the podcast:Listen to how organisations navigate the complex world of Finance Business Partnering.Discover how cultivating a sense of curiosity enhances connections and understandings within a business.Learn how informal coffee chats facilitate better connection and collaboration in achieving the strategic and commercial priorities of an organisationUncover the value of building networks and engaging with like-minded professionals passionate about the future of financeExclusive Offer for CFO 4.0 Podcast Listeners! Finance Business Partner Academy has very kindly shared a special discount for CFO 4.0 podcast listeners for their upcoming online event ‘Finance Business Partner Bootcamp 2023’ by using the code CFO10. Links mentioned in this episode:Andi’s LinkedInFinance Training Academy Find out more about Finance Business Partner AcademyFind out more about the Finance Business Partner BootcampAttend the Finance Business Partner Bootcamp 2023 Explore other CFO 4.0 Podcast episodes.Subscribe to our Podcast!

In this episode of the CFO 4.0 podcast, Hannah Munro is joined by Sylvia Ionita, CFO at waterdrop! With hands-on experience in growing start-ups, Sylvia shares her wisdom on scaling businesses, diving deep into the joys and challenges of taking a start-up to the next level. In this episode, we cover:• How presenting real numbers and financial data at all levels increases awareness across the team.• Sylvia's approach to leadership meetings, mentoring, and building personal connections.• The different implementation measures to enhance profitability and control.• How to discern which problems need immediate attention and which require strategic solutions.• The importance of internal mentorship and fostering personal development • Sylvia shares her top tips for those just coming into the start-up world.Links mentioned in this podcast:• Sylvia’s LinkedIn • Learn more about waterdrop• waterdrop’s Instagram• Explore other CFO 4.0 Podcast episodes.• Subscribe to our Podcast! 

This week's episode of the CFO 4.0 podcast is taken from our most recent Financial Transformation Live session where Hannah Munro delves into the crucial aspects of financial transformation and how a robust data strategy can play a pivotal role in enhancing your organisation's financial performance.In today's rapidly evolving financial landscape, data has become a strategic asset that can make or break a company's success.Key Discussion Points:Understanding the Role of Data in Finance: We will explore the transformative potential of data in finance and how it can revolutionise traditional financial practices. Discover why a well-defined data strategy is indispensable for staying competitive in the market.Designing an Effective Finance Data Strategy: From data collection and integration to analytics and visualisation, we will guide you through the step-by-step process of building a data-driven finance approach.Overcoming Challenges and Pitfalls: Implementing a finance data strategy can present unique challenges. During the live session, we'll discuss common pitfalls and effective strategies to overcome them, ensuring a smooth data transformation journey.Leveraging Data for Informed Decision-making: Find out how a robust finance data strategy empowers organisations to make informed, data-backed decisions.Links mentioned:August FTL: Building Out Your Finance Data StrategyRevisit previous Financial Transformation Live sessions Register for September's Financial Transformation Live sessionCFO 4.0 Monthly BriefingFinancial Transformation Live Feedback surveyExplore other CFO 4.0 Podcast episodes

In this CFO 4.0 episode, Hannah Munro sits down with Sean Hayes, Author of The Gray Choice who has a wealth of experience in both the highs and lows of corporate leadership. Dive deep into Sean's perspective on various aspects of business and personal growth.Topics covered include:Emphasising the importance of taking risks to achieve success and underscores the value of seeking feedback from a tight-knit group of advisors.Learn about Sean's personal journey, from experiencing catastrophic failures to viewing them merely as events in a larger story.The Argument that there's merit in finding a level where you're happy and sticking to it.Discovering how the numbers game isn't just about accuracy—it's about upholding a strict standard. Sean dives into practices and strategies to ensure this.Highlighting the importance of having a varied group of advisors, from fellow leaders to salespeople, to get a full 360-degree view of situations.Get an insight of Sean's book and learn more about his philosophy and practices.Links referenced in this episode:Shaun Hayes LinkedInVisit Shaun’s WebsiteShaun’s YouTube Channel Shaun’s Book: The Gray ChoiceExplore other CFO 4.0 Podcast episodes.Subscribe to our Podcast!

In this episode, Hannah Munro is in conversation with James Owen, Global CFO, Profiles Division, at Kantar. James shares his expertise in financial planning and forecasting, shedding light on the nuances of the dynamic business landscape. Also covered on the podcast:Importance of using market data as a benchmark for performance comparisonsStrategies for managing the challenge of ensuring effective communication and understanding of financial dataLeveraging Integrated Business Planning to improve forecasting accuracy and resource allocationThe evolving role of finance professionals and the increasing importance of data science in financeEvaluating candidates for finance positions based on emotional intelligence and business acumenThe value of scenario planning with ambition, realism, and prudence in mindLinks mentioned in this episode:James’ LinkedInLearn more about KantarChief Financial Officer UK Flagship SummitExplore other CFO 4.0 Podcast episodesSubscribe to our Podcast!

In this episode of the CFO 4.0 podcast, host Hannah Munro interviews Susana Serrano-Davey, a seasoned finance leader, and leadership mentor, as they delve into the art of successful one-to-one relationships. Susana shares her expertise and valuable insights on fostering effective communication, building trust, and navigating challenges in a CFO's role.Key Discussion Points:The importance of structuring one-to-one meetings and making time for themBalancing power dynamics in the relationship between line managers and direct reportsFinding your voice and expressing opinions confidently with both superiors and subordinatesDealing with difficult conversations and resolving conflicts in a constructive mannerSupporting individuals through organisational changes and transformationsThe role of empathy and emotional intelligence in building strong relationshipsLinks referenced in this episode:Susana’s LinkedIn Susana Serrano-Davey Training and Coaching Susana’s BookExplore other CFO 4.0 Podcast episodes.Subscribe to our Podcast!

In this episode of the CFO 4.0 podcast, host Hannah Munro sits down with special guest Rob Brown, a renowned influencer and expert in the finance and accounting world. Together they jump into the crucial topic of building a powerful personal and professional brand within the finance industry. As they explore various strategies and skills needed to stay relevant and competitive in today's dynamic landscape, they offer valuable tips to help finance professionals thrive in their careers.Key Takeaways:The importance of personal branding and its impact on career successUnderstanding the three essential brands: Corporate, Employer, and PersonalThe significance of being technologically proficient and staying updated with industry advancementsThe role of people skills and business acumen in elevating leadership capabilitiesBridging the gap between finance and other departments for a more holistic understanding of the businessPractical steps to change and improve one's existing reputation within the industryLinks referenced in Podcast:Rob Brown's LinkedInFind out more about Accounting InfluencersAccounting Influencers PodcastRob's Book: Build Your Reputation Explore other CFO 4.0 Podcast episodes.Subscribe to our Podcast!

This week's episode of the CFO 4.0 podcast is taken from our most recent Financial Transformation Live session where Hannah Munro delves into the intricacies of designing an efficient and agile finance system!Hannah explores the world of financial system architecture, the layers of integration and automation that are crucial for enhancing efficiency and connectivity within organisations. Key Points Covered:Understanding the different options: Best of Breed vs. ERP systemsUnravelling the layers of financial system architecture: Functional, Data Analytics, and ForecastingEvaluating the technical competence and capacity required for building and maintaining workflows.The importance of a data strategy and data hygiene in optimising financial reporting capabilitiesTop tips for successful finance systems integration and automation implementationLinks mentioned:July FTL: Designing Your Finance Systems ArchitectureRevisit previous Financial Transformation Live sessions Register for August's Financial Transformation Live sessionCFO 4.0 Monthly BriefingFinancial Transformation Live Feedback surveyExplore other CFO 4.0 Podcast episodes

In this week's episode of the CFO 4.0 Podcast, Hannah Munro sits down with Clive Webb, a renowned expert in finance and sustainability, to explore the emerging role of the Chief Value Officer. Delving into the evolution of the CFO role and its connection to ESG and sustainability practices. Together, they uncover the following key topics: Understanding the Chief Value Officer: Is it an extension of the CFO role or a distinct position? The Challenge of Measuring Value: Navigating the complexities of ESG metrics and reporting. Long-Term Thinking: Balancing short-term financial gains with sustainable, future-oriented decisions.  Educating the Organisation: The need to inform stakeholders about the broader concept of value. Bridging the Perception Gap: Addressing the disparity between public perception and the CFO's actual role. The Future of Finance Talent: Exploring the need to cultivate the next generation of finance leaders. Links referenced in Podcast: Clive's LinkedInLearn more about the ACCAChief Value Officer - the important evolution of the CFO reportExplore other CFO 4.0 Podcast episodes.Subscribe to our Podcast!

In this episode of CFO 4.0, host Hannah Munro is joined by Bill Fink, Executive Vice President at TD Bank, and they delve into the world of mergers and acquisitions (M&A) and investment strategies! Bill, an expert in the field, shares valuable insights and trends that are shaping the current business landscape. From the impact of rising interest rates to the opportunities emerging in the middle market, they explore key topics that CFOs and business leaders should be considering right now. Topics covered in this episode:The ripple effect of interest rate hikes and its implications on the cost of capital, debt, and deal structures. The importance of strategic thinking and seizing opportunities amidst a challenging market. The potential for rebound in M&A and leveraged buyout activity as interest rates signal reduction in the future. The value of private equity partnerships and how they can contribute to business growth and expertise. Exploring the often-overlooked option of Employee Stock Ownership Programs (ESOP) for business owners considering succession planning. Links referenced in Podcast: Bill Fink's LinkedIn Learn more about TD Bank Explore other CFO 4.0 Podcast episodes.Subscribe to our Podcast!

In this week’s episode of the CFO 4.0 podcast Hannah Munro is joined by Hannah Williams, CEO at Alacrity. Hannah Williams is a recent CFO turned CEO, and during the episode she shares her journey, passion, and insights into the world of finance and entrepreneurship, discussing the power of embracing opportunities, fuelling enthusiasm, and driving growth in family businesses.Hannah William's authenticity and wisdom shine through as she discusses various topics, including:The transformative journey from CFO to CEO and the excitement of new possibilities.Unleashing passion and authenticity as key drivers for success in leadership roles.Navigating challenges in raising the profile and brand of a startup.Valuable advice and perspectives for CFOs in family businesses seeking growth and innovation.Links referenced in this episodeHannah William's LinkedInLearn more about Tiny RebelLearn more about AlacrityExplore other CFO 4.0 Podcast episodes.Subscribe to our Podcast!

In this week’s episode of CFO 4.0 Ilana Esterrich, CFO at Planned Parenthood joins us to delve into the world of sustainable transformational leadership.Ilana shares with Hannah Munro her wealth of knowledge and experience in driving successful organisational transformations and highlights the critical role of change management in achieving lasting change.Also covered on the podcast• The significance of people's skills in driving successful change • How you need to be good at communicating the "why" and aligning it with individual motivations• Creating a sense of one team and fostering a culture of openness to change• Importance of reducing non value adding activities in finance processesLinks mentioned in this episode:• Ilana’s LinkedIn• Find out more about Planned Parenthood• Explore other CFO 4.0 Podcast episodes.• Subscribe to our Podcast!

Join us for the next session in our Financial Transformation Live series that will be a game-changer for finance professionals striving for a faster, more efficient month-end close. Hosted by Hannah Munro, this session promises to provide a robust roadmap for achieving a streamlined financial close in just 12 months.This workshop aims to empower you to take control of your close processes and reduce the overall timeline. It's about more than just speed; it's about optimising your processes for quality, efficiency, and consistency.Key areas to be covered include:The importance of benchmarking: Understanding this will help you measure your progress and inspire effective strategies for improvementIdentifying Barriers: Every organisation has unique challenges that slow down the financial close process, we will talk about the most common barriers experienced during month-endAssessing Your Month-End: Develop an understanding of the overall health and efficiency of your current month-end processesFormulating a Plan: We will delve into the creation of a practical, achievable plan to help you reach your month-end goals in 12 monthsLinks mentioned:June FTL: 12 Months to a Finance CloseRevisit previous Financial Transformation Live sessionsRegister for July’s Financial Transformation Live sessionFinancial Transformation Live Feedback surveyExplore other CFO 4.0 Podcast episodes

This week, CFO 4.0 podcast host Hannah Munro is joined by Isaac Strulowitz, CFO at CoVenture who offers his unique perspective on risk management,  providing valuable insights into how CFOs can protect their firms against unforeseen challenges.In the episode, we cover: • Isaac's account of the SVB collapse and the proactive steps his team took to protect investor capital.• Risk management strategies that have proven effective, such as creating redundancies, maintaining a robust disaster recovery plan, and evaluating all firm relationships for potential risks.• Isaac's analogy of risk management to dental hygiene: ignoring it can lead to serious repercussions down the line.• The delicate balance a successful CFO must strike, between budget management, operational duties, and strategic oversight.• Isaac's concept of a "cockroach" company - one that can survive and continue functioning even after major crises.Links referenced in this episode:• Isaac's LinkedIn• Isaac's Twitter• Learn more about CoVenture• Explore other CFO 4.0 Podcast episodes

In this episode of the CFO 4.0 Podcast, Hannah Munro is joined by Chris Argent, founder of GENCFO. Together, Chris & Hannah delve into the insights, trends, and key takeaways from the recent GENCFO Summit. Topics covered include: The shifting role of the finance function, moving beyond transactional processing to business partneringThe necessity of selecting the right people for your tech transformation and why it's about more than just acquiring new technologyThe discussion on the current and future use of Excel and the future of finance tools with the advent of cloud and machine learning capabilitiesThe imperative of having your finance team earn their 'seat at the table', contributing value to the business beyond traditional rolesThe role of technology and how it aids in bringing about transformations in the finance functionLinks referenced in this episodeChris Argent’s LinkedInGeneration CFO GENCFO SummitDigital Finance Function Awards Explore other CFO 4.0 Podcast episodes

This week's episode of the CFO 4.0 Podcast takes an exciting twist as host Hannah Munro steps into the guest seat on Mark Gandy's highly-regarded CFO Bookshelf podcast. Hannah & Mark engage in an interesting discussion that spans entrepreneurship, mentorship, literature, and the evolution of CFO 4.0!  Throughout their discussion, Hannah and Mark delve into:  A detailed review of Derek Sivers' book 'Anything You Want: 40 lessons for a new kind of entrepreneur', evaluating its worthiness for CFOs and finance professionals.The significance and impact of having a mentor, specifically for CFOs, and how mentorship can contribute to professional growth.The questions they'd pose to Derek Sivers if given the chance, probing deeper into the book's themes and takeaways.A behind-the-scenes look at the inception of the CFO 4.0 podcast, exploring how the podcast came to be and its objectives in the finance world.Links referenced in this episode:Mark Gandy’s LinkedInCFO Bookshelf PodcastDerek Siver’s Book – Everything You Want on AmazonPlease note: This episode aired originally on the CFO Bookshelf Podcast.

In this episode of the CFO 4.0 podcast, Hannah Munro delves into the essential characteristics and skills needed for successful finance business partnering with guest, Andi Lonnen, Founder & CEO at Finance Business Partner Academy! Andi shares her insights on the 9 C's of effective finance business partners and discusses the importance of having the right mindset, skillset, and daily actions. Hannah & Andi also explore the challenges of onboarding finance business partners and the critical role they play in organisations. Also covered in this episode: The 9 C's of effective finance business partneringThe importance of mindset, skillset, and daily actionsChallenges in recruiting and finding finance talentOnboarding strategies for new finance business partnersThe role of communication and relationship-building in finance business partneringLinks referenced in this episodeAndi's LinkedInLearn more about FBP AcademyWhat are the 9 C's Explore other CFO 4.0 Podcast episodes

In this episode of the CFO 4.0 podcast Hannah Munro is joined by guest, Oliver Deacon, Executive Coach at Oliver Deacon Coaching, to discuss the future of finance and how it will be transformed in the next five years. With a focus on the importance of soft skills, leadership, and process engineering, Oliver shares pragmatic tips to help finance professionals and teams stay ahead of the curve.Listen in as they explore a range of topics, including:The importance of soft skills, leadership, and process engineering in the finance sectorCultivating personal resilience and adapting to changeFostering a culture of learning within finance teamsLeveraging new technologies to drive impact and solve problemsPractical tips for staying ahead of the curve and preparing for the finance revolutionLinks mentioned in this episodeOliver's LinkedInOliver Deacon Coaching Explore other CFO 4.0 Podcast episodes

This week brings us a ‘CFO Stories’ episode of the CFO 4.0 Podcast! Hannah Munro sits down with Alysha Randall, an experienced portfolio CFO at Fast Growth Consulting Limited, who shares her insights and expertise transitioning from the corporate sector to startups, and the various aspects and challenges of being a portfolio CFO!In this episode, we cover:The transition from corporate to startup financeKey financial challenges faced by startups and how to tackle themThe importance of cash flow management for startup successDifferences between a startup and corporate CFO roleThe benefits and challenges of being a portfolio CFOSigns of a successful portfolio CFO and measuring successLinks mentioned during this episode:Alysha's LinkedInFast Growth ConsultingExplore other CFO 4.0 Podcast episodes

This episode of the CFO 4.0 podcast is taken from our recent Financial Transformation Live session! Host and Managing Director at itas, Hannah Munro, discusses the challenges and best practices for implementing new finance systems. Drawing from her extensive experience, Hannah offers valuable insights and guidance on how to effectively manage change in the finance department.Key takeaways:Understanding the change cycle: Pre-implementation activities to set up for success.Phases of a successful implementation project: How to avoid common pitfalls and optimise outcomes.Ensuring open communication: Encouraging constructive feedback and addressing concerns.Focusing on outcomes, not inputs: Aligning objectives with the desired end results.Avoiding scope creep: Being ruthless in prioritising and managing project phases.Building capacity for change: Allowing teams to recover and feel the benefits of change.Links mentioned:Explore other CFO 4.0 Podcast episodesRevisit previous Financial Transformation Live sessionsRegister for June’s Financial Transformation Live sessionTake our ‘Which Sage Product is right for you?’ quiz

In this episode of the CFO 4.0 podcast, join our host Hannah Munro as she chats with Ash Noah, VP & Managing Director at CIMA & AICPA and an expert on the evolving world of ESG (Environmental, Social, and Governance) reporting. Together, they delve into the new competencies required by finance professionals, the role of CFOs, and the exciting opportunities that ESG presents for the accounting profession.In this episode, they cover:The increasing importance of ESG reporting and its impact on finance professionalsUnderstanding the new skills required to effectively manage ESG reporting and standardsThe role of CFOs in driving sustainable business practices and embracing ESG as a strategic priorityThe opportunity for the accounting profession to attract new talent and remain relevant in a rapidly changing worldThe significance of integrating ESG into business models and decision-making for long-term value creationAICPA and CIMA's initiatives to enable finance professionals to engage with ESG strategically and operationallyLinks mentioned in the episode:Ash's LinkedIn Find out more about ESGExplore more CFO 4.0 Podcast Episodes

In this episode of the CFO 4.0 podcast, join our host Hannah Munro as she engages in an insightful conversation with Mark Laine Toner, Finance Director at Evri who has extensive experience in driving successful finance transformation projects. Tune in for a deep dive into the world of finance transformation and learn how to navigate the challenges that come with it.In this episode, they cover:The importance of aligning team culture for successful transformationAdapting to the pace of business and balancing team expectationsEmbracing technology to keep finance relevant in today's rapidly changing environmentValuable tips on stakeholder management and the significance of setting realistic deadlinesThe importance of mentoring and coaching in financeThe need for finance professionals to stay updated on emerging technologies and toolsLinks mentioned in this episode:• Connect with Mark on LinkedIn• Learn more about Evri• Explore more CFO 4.0 Podcast Episodes

Joining Hannah Munro on the CFO 4.0 Podcast this week is Catherine Clark, Lead CFO Mentor at GrowCFO and Director of Cristallum Limited. With a wealth of experience behind her, Catherine shares her insights on the importance of mentoring, particularly for finance leaders, and how having that safe space to reflect and share can be extremely powerful.  Also covered in this episode:The difference between mentoring and coaching What soft skills are needed when transitioning between different level finance roles? The key components of good communication within your finance teamWhy finance leaders need to be aware of the impact their team is having on the rest of the organisation Links mentioned in this episode:Connect with Catherine on LinkedInLearn more about CristallumGrowCFOExplore more CFO 4.0 Podcast Episodes

In this episode of the CFO 4.0 Podcast, we dive into the world of private equity through the lens of a seasoned CFO, Edward, who shares his experiences, challenges, and successes with Host, Hannah Munro. Join us as we discuss the nuances of working in private equity and explore essential tips for aspiring CFOs in this high-stakes industry.Topics covered in this episode include:Edward's journey into private equity and his key learningsBuilding relationships with private equity firms and management teamsManaging expectations and handling pressure in a private equity-backed businessThe importance of preparing for an exit from the moment you join a businessTop tips on how to negotiate your own position in a private equity dealStanding your ground on growth forecasts and managing risksRecommendations for aspiring CFOs looking to break into the private equity worldLinks referenced in this episodeEdward's Linkedin Explore more CFO 4.0 Podcast Episodes

Welcome to a special edition of the CFO 4.0 podcast, brought to you in partnership with the ACCA. In this live panel event, host Hannah Munro is joined by an expert panel of ACCA members, including Hannah Williams, Becky Glover, Andi Lonnen, and Jess Harcourt. Together, they share their insights and experiences on how finance and business awards can propel your business and personal brand to new heights. In this engaging and informative discussion, our panellists delve into the following topics:Discover the key elements that make an award-winning application and learn how to showcase your achievements effectivelyFinance and business awards to look out forTop tips for preparing for the awardsThe impact of winning awards on your business and personal profileHow to get involved in the judging side of awardsLinks mentioned:Digital Finance Function awardsCelebrating Members Success HubFind out more about the ACCAExplore more CFO 4.0 Podcast Episodes

This week’s episode of the CFO 4.0 podcast is part of our monthly Financial Transformation Live series, how to map out your finance integration project! Part two of our integration series, Hannah Munro covers what options for integration you have, and shares her top tips for building out an integration strategy paired with some helpful examples!Also covered in this session:Key areas to focus on before building out your integration strategyWhy it’s important to plan out your data dependencies Hannah’s top tips for building out an integration strategyBest practice for approaching field mapping Integration things to think about when looking for new finance softwareLinks mentioned:Part One: Integrating your Finance systemsUpcoming Financial Transformation Live in AprilLearn more & subscribe to FTL alertsJoin our Financial Transformation Live Community LinkedIn GroupOn-demand webinar: Automate your finance team with Sage Intacct

Back due to popular demand, Darren Woods, CFO at Freedom Fibre sits down with Hannah Munro to discuss useful tips and advice for both brand new and new into role CFOs! Together they discuss the influence you have as a CFO that is new into role, how soon is too soon to start that financial transformation journey and how to prioritise your transformation efforts. Also covered on this episode:• Darren’s ambition for finance • What is finance’s hierarchy of needs?• Why you need to understand the problem you are trying to solve before you try to solve it?• How do you speed up your time to value as a CFO?• Why you need to know the 3 things that keep your CEO awake at nightLinks referenced in this episode • Freedom Fibre website• Freedom Fibre LinkedIn• Darren’s LinkedIn• Subscribe to CFO 4.0 Podcast Alerts#cfo #podcast #hierarchy

Returning to the CFO 4.0 podcast this week with Hannah Munro is Assistant Professor of Organisational Behaviour at Maynooth University, Dr. Jon Gruda! Jon and Hannah dig into the concept of conflict, discussing how to best navigate specific scenarios within finance teams, particularly during change. Also covered in this episode:What is conflict within an organisation? How do you approach a disagreement between team membersWhat are the key components of good decision-making?Tips for structuring the way you deal with conflict Links referenced in this episode:Jon Gruda’s websiteJon Gruda’s university profile pageJon’s LinkedInSubscribe to CFO 4.0 Podcast Alerts

In this week’s episode of the CFO 4.0 podcast, Cécile Parker, Group CFO at Vital Energi Utilities Limited, sat down with Hannah Munro to share her story and talk about everything from finance’s carbon footprint through to integrating your finance team with the rest of the business.  Also covered in this episode  • Why finance need to stop underestimating the power of automation • Finding your niche as a CFO • The importance of integrating your finance team with the rest of the business • How to develop the skills and knowledge within your finance team  Links mentioned in this episode.Cécile’s LinkedInLearn more about Vital Energi Vital Energi on LinkedInListen to more CFO 4.0 Podcast episodes. 

This week’s episode of CFO 4.0 brings the first Financial Transformation Live session of 2023, Flash Reporting: Everything you need to know!Hannah Munro explains what flash reporting is, why it is important and breaks down the differences between flash reporting and normal month-end reporting.Also covered in this session:Best practice for implementing flash reporting Our top tips for flash reportingWhat metrics should you be including in your reportingWhy you should use the ‘Goldilocks principle’ to plan out your reporting needsLinks mentioned:Explore previous Financial Transformation Live sessionsSign up for monthly Financial Transformation Live email alertsFollow us on LinkedInJoin our Financial Transformation Live community group on LinkedIn

In this week’s episode of CFO 4.0 Hannah Munro is joined by Clive Webb, Head of Business Management at the ACCA to dissect the latest report from the ACCA around the future of the finance function!Also covered in this episode: Why CFOs need to start focusing more on the future and not just the past.The importance of being agile when it comes to financial reporting.7 Key areas to focus on when it comes to budgeting & planning.Is it time to ditch the spreadsheet? Why CFOs need to become comfortable with the dynamism that required around budgeting & planning.Links mentioned in this episode:Clive’s LinkedIn Learn more about ACCA Planning and performance management paradigm reportImplementing Beyond Budgeting: Unlocking the Performance PotentialGrow the PieListen to more CFO 4.0 Podcast episodes.

In this week’s episode of CFO 4.0 Hannah Munro is joined by David Brandeis, CFO at PowToon to chat about the challenges David faces as a CFO of a bootstrap organisation as well as his unique journey to becoming a CFO.Also covered in this episode • Where to begin building out a finance team from nothing• How bootstrap companies measure success• The affect Covid-19 has had on software-based companies • How to balance strategy and being hands-on as a CFOLinks mentioned in this episode.• David’s LinkedIn • Learn more about PowToon• Listen to more CFO 4.0 Podcast episodes

In this week’s episode of CFO 4.0 Hannah Munro is joined by Chris Ortega, CEO of Fresh FP&A, together they share their passion for financial transformation and discuss their ideas on what the future could look like for finance leaders.Also covered by Chris and Hannah in this episode:• Chris’ journey to becoming a Fractional CFO• How much change has the pandemic driven in finance?• The benefits of healthy friction in finance teams• What does good finance business partnering look like?• Why CFOs need to start stepping out of their comfort zoneLinks mentioned in this episode:• Chris’ LinkedIn• Learn more about Fresh FP&A• Listen to more CFO 4.0 Podcast episodes

In this week’s episode of CFO 4.0, Tony Martignetti, a self-proclaimed recovering finance professional, now a Chief Inspiration Officer at Inspired Purpose Coaching talks to Hannah Munro about how finance leaders can manage stress and burnout in their finance teams. Also covered on the podcastThe importance of planning and structure to avoid overwhelm in the New Year Why finance leaders need to strike the balance between optimism and realism Identifying the different types of stresses within your finance teamHow to recognise when your team are heading into burnout territoryThe importance of a work-life balance to alleviate stress and burnout Links mentioned in this podcastTony’s LinkedIn Inspired Purpose CoachingTony’s book Climbing The Right Mountain Listen to more CFO 4.0 episodes

Joining Hannah Munro on this week’s episode of the CFO 4.0 Podcast is CEO and ex FD of Walsall FC, Stefan Gamble! Stefan & Hannah talk about his experience transitioning from Finance Director to CEO at Walsall FC, sharing his secrets for success in both roles and what its like working in finance at a football club. Also covered in the episode:What attracted Stefan to finance in footballStefan’s journey from Management Accountant to Finance DirectorHow football was affected by the Covid-19 pandemic The challenges finance teams have working in football How Stefan balanced the books in a volatile environmentLinks mentioned in the episode:Walsall FC (The Saddlers) website Walsall FC’s job vacancies (In case that finance role ever comes up!)Hannah’s LinkedInExplore more CFO 4.0 Episodes 

Starting the New Year with a bang, Hannah Munro sits down with Kevin Appleby from GrowCFO to talk about what 2023 might look like for finance teams.  Not only do they share their own predictions for 2023, but also those of CFOs that GrowCFO have surveyed in recent months, diving into some interesting insight!  Also covered on the podcast:How much time are finance teams spending on non-finance activities?The trend towards sustainability reporting and ESG reportingFinance’s responsibility to good data governance The shift in the skills required for finance roles  How finance should be using technology to drive process improvement  Links mentioned in this PodcastKevin’s LinkedinGrowCFO LinkedinThe nine topical blogsAssessment surveysListen to more CFO 4.0 episodes

This week’s episode of CFO 4.0 brings the last Financial Transformation Live session of 2022, Building out your 12-month Transformation plan!Hannah Munro talks you through the different stages of a top-level plan for you and your finance team and the framework you will need to build it out.Also covered in this session:Understanding your current situation and challengesTraditional brainstorming VS independent brainstormingTechniques to identify what your priorities should be What are the key elements of a business case?How to put together an effective project plan Links mentioned:Explore previous Financial Transformation Live sessionsSign up for monthly Financial Transformation Live email alertsFollow us on LinkedInJoin our Financial Transformation Live community group on LinkedIn 

Wrapping up the year, we're bringing to you our final CFO 4.0 podcast guest of 2022, Sarah Watson, Director of Finance & Technology at Make-A-Wish UK.Hannah and Sarah discuss the important role technology plays in helping finance teams deliver on their mission.Also covered on the podcast:Balancing the Benefits of Real-Time Reporting and the Fear of Giving Out InformationThings to consider before tackling a finance transformation projectThe importance of a team approach when it comes to transformationEllie's Christmas AppealHow you can help Make-A-Wish UKLinks mentioned in this PodcastSarah’s LinkedinMake-A-Wish websiteEllie’s StoryGet Involved with Make-A-WishListen to more CFO 4.0 episodes

In the latest episode of CFO 4.0, Hannah Munro & Chris Argent, Founder & Chief Future Officer at GenCFO, dissect day two of the GenCFO Academy, delving into transformational mindsets and what it means.Also covered on the podcast:Why finance traditionally lacks a transformational mindsetWhat does a Chief Future Officer profile look like?What does the future look like for entry-level finance jobs?The definition of a transformational mindsetLinks mentioned in the podcast: Follow GenCFO on LinkedInExplore the GenCFO academy Chris Argent’s LinkedIn CFO 4.0 Podcast

This week’s episode of CFO 4.0 brings the latest Financial Transformation Live session, covering all things finance automation! Hannah Munro talks you through the best approach to automating your finance processes, covering why you should consider automation, and how you can best prepare for it. Also covered in this session: What is automation in finance?What stops us from being able to introduce automation?The benefits of understanding and documenting your processes before automatingWhy automation doesn’t always mean new technologyThe options we have for automation in financeHannah’s top tips for automationLinks mentioned:Explore previous Financial Transformation Live sessionsSign up for monthly Financial Transformation Live email alertsFollow us on LinkedInJoin our Financial Transformation Live community group on LinkedIn Register your interest in Driving Automation in Sage with Codeless RPA Webinar

Back with another exciting Financial Transformation Consultant Insight episode, Hannah Munro & Michael Ryan find themselves challenging the status quo in finance, digging into the depths of innovation in finance teams, and exploring what is holding them back!  Also covered in this episode:What is innovation in finance?There is a time and a place for Excel, but when is it?What’s stopping finance from becoming critical thinkers?Why finance teams should be the strategic partner in a businessThe problem with siloed functions in finance Links referenced in this episode:Michael’s LinkedIn The most recent issue of Finance Transformation Magazine Hannah’s LinkedInFinancial Transformation Live sessionsExplore more CFO 4.0 Episodes 

Originally airing live as part of the GenCFO Academy, in this week’s episode of the CFO 4.0 podcast, Hannah was joined by Chris Argent! Hannah and Chris dig deep into the fundamental management skills needed within finance teams, discussing the benefits of flexible, diverse, and multidisciplinary teams and the impact it can have on business performance. Also covered on the podcast:Does every finance person want to be a CFO?Are CFOs generalists or specialists?What are fundamental management skills within finance teams?What does an agile finance team look like?How to make sure you build career paths that work for both finance and businessLinks from the podcast:Follow GenCFO on LinkedInExplore the GenCFO academy Chris Argent’s LinkedIn CFO 4.0 Podcast

In this week’s episode of the CFO 4.0 podcast, Alwyn Jones, CFO of Global Cryptocurrency company, Luno, sat down with Hannah Munro to talk about the importance of an effective finance business partner function.Hannah and Alwyn covered the following:Alwyn’s journey to becoming a CFOWhy businesses are reluctant to invest in finance and analytics at an early stageHow to prioritise effectively as a CFOUnderstanding the impact of finance teamsThe benefits of providing insight to the executive teamLinks mentioned in this podcast:Connect with Alwyn Jones on LinkedInLearn more about LunoListen to more CFO 4.0 Podcast episodes

On this episode of CFO 4.0, we're bringing you our latest session of Financial Transformation Live, Integrating your Finance Systems. Hannah Munro talks you through the best approach for integrating your finance systems, covering why you should integrate, what options you have, and planning it out! Also covered in this session: What systems should you be integrating?What are your options for integration?The pros and cons of Excel, Middleware, API, and P2P How to map out your integrations To learn more about this financial transformation live session, visitwww.itassolutions.co.uk/financial-transformation-live/ 

We’ve heard your feedback and are now bringing you an additional regular financial transformation slot! Get a sneak peek behind the consultant curtain with these sessions as Michael and Hannah discuss what makes a successful financial transformation project and how they approach their clients.  This time, they kick things off with a discussion about the differences between Financial Transformation and Software implementation and how to tell the difference. Also covered in this episode:Why transformation is more than just automationWhat is a use case and why do you need itTop tips around process mapping your finance processesThe importance of validating your process mapsHow to benchmark your finance team’s current performance Links referenced in this episode:Michael’s Linkedin The most recent issue of Finance Transformation Magazine FT live sessions

This week CFO 4.0 Podcast host, Hannah Munro is joined by Sandline Global CFO & author, Glenn Hopper!With over 15 years of experience as a CFO, Glenn talks to Hannah about his new book ‘Deep Finance’ discussing the importance of being a data-driven organisation no matter your business size.   Other topics they cover include:The different levels of data maturity within an organisationHow your finance team can become finance scientistsThe importance of real-time data for finance teamsHow to become a data-driven organisationLinks mentioned in this episode:Glenn’s LinkedInLearn more about Sandline GlobalGlenn’s Book, Deep Finance

In the latest episode of CFO 4.0, Hannah Munro continues her conversation with Jon Gruda, Assistant Professor of Organisational Behaviour at Maynooth University.Jon has been researching the role of leadership and previously on the podcast, he discussed the relationship they have with their followers.This week, Hannah and Jon dig deeper into the topic, talking in depth about what a leader's relationship with their followers means regarding the changes in management, and how we manage leadership. Also covered in this episode:How to keep people motivated and engaged in a crisis environment?How do relationships work within change and transformation?How do you support your team and organisation during a change?What are the best ideas or approaches to understanding the change? How to ask and receive feedback.What key factors leaders should consider before starting a change?Links referenced in this episode:Jon Gruda’s websiteJon Gruda’s university profile pageJon’s LinkedInSubscribe to CFO 4.0 Podcast Alerts

This week CFO 4.0 Podcast host, Hannah Munro is joined by the CFO for Coinme, Chris Rolling! Chris and Hannah dive into the world of start-ups and fundraising, discussing whether fundraising fatigue is real, the impact of Covid on fundraising, and how to maintain a healthy cash balance. Other topics they cover include:The top success factors in finance teamsChallenges start-ups are facing in this current climate Balancing the needs of CFOs & CEOs: Pragmatic VS PassionateHow inflation is impacting the cash runway Chris’ top tips for fundraisingLinks mentioned in this episode:Chris’ LinkedIn Learn more about Coinme 

On this episode of CFO 4.0, we're bringing you our latest session of Financial Transformation Live.Hannah Munro talks to you about how you can assess your current finance system.Also covered in this session:Framework for reviewing your current system10 Common quick wins for system improvementHow to identify whether to invest in improving your current system vs switching to a new oneTemplate for documenting and sharing your findingsTo learn more about this financial transformation live session, visit www.itassolutions.co.uk/financial-transformation-live 

In this week’s episode of CFO 4.0, Hannah Munro is joined by Becky Glover, Finance Director at VNC Automotive.Putting the World to rights, Becky & Hannah take it upon themselves to find the silver linings in the challenging times we have faced and are currently facing.Other topics they cover include:Why encouraging failure drives innovation in finance teamsHow challenging circumstances can pressure businesses to change their processes for the betterThe benefits of networking in financeBecky’s future predictions on the changes in financeLinks referenced in this videoWorld Finance Forum https://worldfinanceforum.co/

Repeat offender, Ian Stewart, Chief Economist from Deloitte, and Founder of the CFO Survey joins Hannah Munro on this week’s episode of CFO 4.0! Ian shares some key findings from the most recent CFO Survey, a quarterly survey that is sent out to some of the UK’s leading CFOs on pressing issues.Hannah & Ian explore some interesting findings, including that CFOs predicted the recession.Also covered in this episode:Why do the Bank of England and Treasury use the CFO Survey findings  Key findings from the most recent CFO SurveyHow CFOs predicted the recession two months before the Bank of England announced itWhat strategies CFOs are using to deal with high inflation How the Pandemic, Brexit, and the Ukraine war have impacted supply chains and shocked the economyLinks mentioned in this episode:Read the recent CFO Survey ReportLearn more & subscribe to the Deloitte Monday BriefingIan Stewart’s LinkedIn Subscribe to CFO 4.0 Podcast Alerts 

Joining Hannah Munro on this week’s episode of the CFO 4.0 Podcast is Rajesh Gupta, CFO of OakNorth Bank! With a wealth of experience building and leading finance teams, Rajesh talks to Hannah about the challenges he’s faced when trying to grow a finance team in a volatile environment and a highly regulated industry.Also covered in this episode:How OakNorth does strategic planning wellBalancing the need for growth and talent in a start-upThe importance of hiring people who think differentlyWhat diversity in all its forms can bring to a finance teamRajesh’s top tips for new CFOsLinks mentioned in this episode:Connect with Rajesh Gupta on LinkedIn Explore OakNorth Bank’s website

Join Hannah Munro on the most recent Financial Transformation Live session as she shares practical tips and frameworks to think about before you tackle your next Financial Transformation project!The 5 areas Hannah dives into are:Have you understood the problem?Have you selected the right solution?Have you identified what good will look like?Have you engaged the team well?Have you resourced it properly?Links for this episode:Learn More about Financial TransformationFollow us on LinkedIn for our Live Sessions

In the latest episode of CFO 4.0, Hannah Munro talks to Mark Gandy, creator of the Financial Operating System and Host of the CFO Bookshelf podcast. A finance pioneer, Mark has worked in several finance positions during his career including Corporate Controller, VP of Finance, and CFO. Together Hannah and Mark talk about their shared interest in reading and discuss their book recommendations for finance this Summer. Also covered on this episode:Hannah & Mark’s favourite genre of booksWhy people in finance should embrace their creative sideMark’s top book recommendations for finance What books should CFOs be reading on their next beach holiday  What you can learn from narrative non-fiction booksLinks referenced in this episode:Mark Gandy’s LinkedIn: https://www.linkedin.com/in/markagandy/ CFO Bookshelf: https://cfobookshelf.com/category/podcast/ Book mentioned in this episode:Barbarians at the gate - Bryan Burrough and John HelyarCrime & Punishment - Fyodor DostoevskyUncle Tom’s Cabin - Harriet Beecher StoweDrive – Daniel H. PinkA whole new mind – Daniel H. PinkReversing the slide – James SheinEndurance – Brian SandersThe great game of business - Bo Burlingham and Jack StackThe effective executive - Peter DruckerCEO: Building a $400 Million Company from the Ground Up – Sandra Kurtzig Open – Andre AgassiThe Wisdom of Finance - Mihir A. DesaiThe secret life of groceries - Benjamin LorrBoys in the boat - Benjamin LorrThe Warehouse – Rob HartGhost in the wires – Kevin MitnickWhy – Simon Sinek Atomic Habits – James ClearNudge – Richard ThalerOne minute manager - Ken Blanchard and Spencer JohnsonNoise – Cass R. Sunstein, Daniel Kahneman, and Olivier SibonyDeep work – Cal NewportSo good they can’t ignore you – Cal NewportAll change – the project leaders secret handbook - Eddie ObengThe living leader – Penny Ferguson 

In the latest episode of CFO 4.0, Hannah Munro talks to David Foreman, self-proclaimed 'worst accountant ever'. After dabbling in finance and investment banking, David realised his passion lay in helping founders build their businesses from the ground up and founded Praetura Group, specialists in lending and equity solutions for start-ups & SMEs. David runs the VCs group of Praetura Ventures.Also covered in this episode:What are VCs looking for in a CFO?What is currently happening in the world of VC funding?What are VCs looking for in a seed/series A company?Signs of a healthy CFO and founder relationshipWhy “No” now doesn’t mean “No” foreverHow to find the right VC for your organisationWhat in a finance function would make David walk away?Links referenced in this episode:Praetura Ventures: https://www.praeturaventures.com/ Praetura Ventures LinkedIn:  https://www.linkedin.com/company/praeturaventures/ David’s LinkedIn: https://www.linkedin.com/in/david-foreman-praetura/ 

Startup CFO to COO – Funding, Scaling, and Recruiting in a startup world! In the latest episode of CFO 4.0, Hannah Munro talks to Sabrina Castiglione, Chief Operating Officer at Pento.She comes from a slightly unusual background for a CFO having studied chemistry at university, working in financial services for a number of years, and then got into the world of startups as a CFO at Tassie. During this session we cover: Hannah and Sabrina explore the differing needs of a business as it shifts from Seed to Series A and beyondWhat does life as a startup CFO look like?Making the shift to COO?What is the current landscape for funding?How has the economic climate changed what investors are looking for?People vs roles – what does recruitment in a startup look like? Links referenced in this episode:Pento https://www.pento.io/Sabrina’s LinkedIn: https://www.linkedin.com/in/scastiglione/

In the latest episode of CFO 4.0, Hannah Munro talks to Darren Woods, CFO at Freedom Fibre about building the ideal finance team.Darren has a degree in Finance and Accounting in Portsmouth, over 20 years of experience working in finance including multiple CFO roles as well as a stint as a consultant helping other companies develop teams.Also covered on this episode:Darren’s passion for people and team developmentDoes finance invest enough in different skills?What are the potential skill gaps in finance teams?Finding the right balance of personalities and skills when recruiting in financeHow do you approach the assessment of skills and personal development to build the team that you want?Links referenced in this episode:Freedom Fibre: https://www.freedomfibre.com/Freedom Fibre LinkedIn: https://www.linkedin.com/company/freedomfibre/Darren’s LinkedIn: https://www.linkedin.com/in/darren-woods-4508a26/

In the latest episode of CFO 4.0, Hannah Munro talks with Jon Gruda, who is the Assistant Professor of organisational behaviour at Maynooth University.Jon has a joint PhD in Management and Psychology and is currently researching the role of leadership; the relationship leaders have with their followers and what that means in regards to the changes in management. Also covered in this episode:Building and developing the right relationship between a leader and followerHow to set yourself up for success as a leader before you even start the roleWhat does a good relationship look like?The differences between a leader and a mentorWhat characteristics make a strong leader? Links referenced in this episode:National culture comparison by country: https://www.hofstede-insights.com/country-comparison/Leadership values by country: https://globeproject.com/results#countryJon Gruda’s university profile page: https://www.maynoothuniversity.ie/people/jon-grudaJon’s LinkedIn: https://www.linkedin.com/in/jongruda/ 

We all know that year-end is the time of year that most finance teams dread but surely we shouldn’t have to work late, avoid taking holidays or feel stressed out about it, it happens every year! So, we have a challenge for you - how about we make next year’s year-end the least stressful to date? Whilst it's fresh in your mind, join us on the newest FTL session as we unpick the factors that stress us out at year-end and put forward strategies to deal with them.Links for this episode:Learn More about Financial TransformationFollow us on LinkedIn for our Live Sessions

In the latest episode of CFO 4.0, Hannah Munro talks with Michael Ryan, the Founder and Managing Partner of Finance Transformation UK.  Michael is an independent transformation consultant who previously has worked for several large corporates including Argos and Whitbread and we discuss what it takes to do Financial Transformation well.  Also covered in this episode: Michael discusses his 25-year history with Financial Transformation The opinions on what is the secret sauce to success in terms of adoption What are the big mistakes found in transformation projects? The difference between Project Management and Program ManagementThe top tips for someone who wants to embark on a financial transformation projectLinks referenced in this episode: Michael’s Linkedin  Most recent issue of Finance Transformation Magazine  Finance Transformation Website 

The Redefined CFO - Sage's Latest Research - The latest and aptly named CFO 4.0 Report from Sage brings you the results from the latest study of global CFOs on how the role has developed. After the success of our joint panel at Accountex, we've invited Richard Moorin (Head of Finance, Sage) and Mark Jackson (VP of Medium, Sage) to discuss the findings on the podcast. This time the tables have turned and Mark takes over hosting the show whilst Richard and Hannah discuss the outputs. Topics covered in this week's episode include:The three personas that the Redefined CFOThe increasing importance of ESG and value-led financeSome interesting and unusual stats that came outIf you would like to learn more, listen to the podcast or download the report yourself, click here.

In this latest episode of CFO 4.0, Hannah Munro sits down with Alan Jagolinzer, Professor of Financial Accounting at Cambridge Judge Business School. Alan is a member of the editorial boards of The Accounting Review and The Journal of International Accounting Research. In 2015, he was a Fellow of the International Accounting Standards Board, London. Also covered in this episode:Alan’s background and his journey from Pilot to Professor of Financial Accounting at Cambridge JudgeWhat are the risks within finance?Is it something CFOs should be concerned about?What can be done to mitigate exposure?Importance of bringing awareness to disinformationLinks referenced in this episode:Alan's LinkedIn

In this episode of CFO 4.0, Hannah Munro chats with James Owen, Global Chief Financial Officer at Kantar, about the Future Focused CFO,  and how to build a transformational mindset within your finance team.Also covered in this episode: James’ journey to becoming Global CFO of Kantar Profiles & his work with CIMA/AICPAHow has the CFO role changed and how will the CFO role change over the next few years?How far away are we from where we need to be within the CFO role? What is holding CFOs back from stepping into that role?How to build a transformational mindset within your finance teamWhat are the challenges with managing a global team?What key things do you need in place to be a successful CFO?Understanding cultural differences within a finance teamCritical changes finance leaders need to make for the futureWhat James is doing to set his team up for success both now and in the futureLinks mentioned in this episode:James' LinkedIn KantarListen to more episodes

In this session, Hannah Munro talks about how you can re-design your Chart of Accounts (COA). Ideal for those who are thinking about or currently going through the process, we give you the methodology and the framework to ensure that you not only make no mistakes but that you design a robust COA that can deliver on your reporting needs, ensuring it is futureproofed so you won't have to re-do it again next year!Links for this episode:Learn More about Financial TransformationFollow us on LinkedIn for our Live SessionsRegister for our Upcoming Webinar: Sage Intacct's Multi-Dimensional Nominal

In this episode, Clive Webb and Tim Barber join Hannah Munro to talk about the increasing importance of understanding and communicating value in finance.Clive Webb, Head of Business Management at ACCA. Clive deals with business and technology-related matters from the perspective of the CFO. His research interests include the application of digital technologies to the finance function, and how they impact the people and processes they support. Clive has a particular interest in the personal developmental aspects of an organisation.Tim Barber has worked in the Business Consulting arena for nearly 30 years, with UK, Australian, and Saudi Arabian consultancy practices, following 7 years of line management experience in logistics and operations. In June 2021, Tim was appointed a Visiting Fellow at Hull University’s faculty of Business, Law, and Economics, with a focus on exploring the potential for the employment of relevant systems thinking to support the successful adoption of social value principles into business. He is also currently on the advisory boards for a couple of new businesses that are focused on addressing the sustainability agenda. What else is covered in this episode?What is the change that we’re seeing in finance teams and what does that have to do with value?How do we define value?How value goes beyond economic impactWhat are the components of economic value identification?Examples of the value identification conversationWhat this means for the skills in financeLinks referenced in this episodeClive's LinkedInTim's LinkedInACCA Website

In this episode of CFO 4.0, we have a return guest, Ash Noah, Vice President, CGMA External Relations at the Association of International Certified Professional Accountants (the Association), representing AICPA & CIMA, to talk to us about finance, mindset vs skills, and how the existing workforce needs to adapt.In his role as Vice President, Ash serves as a liaison to CFOs and CEOs to understand how finance teams are evolving and guides the Association’s initiatives to help management accountants create more value for their organisations. What else is covered in this episode?What new skills/mindsets does the finance workforce need for the future?What does the structure of this new organisation look like?What's driving the urgent need for change? What will happen if we don’t?Where is the next generation of finance teams going to come from?How does the existing workforce need to adapt?How do we address the non-technical skillsets needed?Links mentioned in this episode:Download the slides PDFFollow Ash on LinkedInSign up for our CFO Briefing and Podcast newsletters

Clive Webb, Head of Business Management at ACCA, returns to the CFO 4.0 Podcast, to chat about the future of the CFO role, and discuss the key insights which came from Clive’s research.Also covered in this episode:The gap of perception between what a CEO wants and what a CFO thinks a CEO wants in the roleWhat are the areas CFOs aren’t focusing on, but they should?How to grow the next generation of CFOs?The virtual CFO and what they can bring to an organizationWhat skill sets are valuable to a CFO?Links mentioned in this episode:Clive's LinkedInACCA Website

Missed our last Financial Transformation Live session over on LinkedIn or YouTube?No need to worry, you can listen to it here on our CFO 4.0 Podcast!In this Financial Transformation Live session, Hannah covers how you can rethink and redesign your existing finance processes to improve productivity and allow your team to focus on the things that add value.Also in this episode:How to identify where to focus your process improvement effortsTools & techniques for brainstorming solutions to process problemsTop tips for implementing process changesLinks mentioned in this episodeLearn more about Financial Transformation LivePDF Presentation for this sessionGetting started guide to streamlining your finance processes | Free download!The 11 biggest benefits of finance process mapping | BlogAutomating your finance team with Sage Intacct | On-demand WebinarSign up to our mailing list to receive podcast alerts

In this episode of CFO 4.0, Hannah sits down with Fiona Hathorn, CEO of Women on Boards UK, to chat about balancing the cultural fit with bringing something different to the Board, and top tips on setting out on your Board journey.Fiona is the CEO of Women on Boards UK alongside advising a number of different boards and organisations, including Advisory Panel Member for the FRC, Advisory Board Member to Spktral, advisor to Peel Hunt, and Chair of Hanx's Nominations Committee.This episode also covers:What skills & knowledge do you need to be on a Board? And how do you get them?How to find and identify Board opportunities? And how to identify if it’s a good opportunity for youHow to make yourself stand out as a potential Board candidate?What does a typical Board recruitment process look like?Top tips on interviewing wellLinks mentioned in this episode:Fiona's LinkedInWomen On Boards UK Websiteitas Website

In this episode of CFO 4.0, Hannah Munro chats to Jeremy Foster to discuss the role of the CFO, and the benefits of not thinking like a traditional CFO. Jeremy is Chief Financial Officer at Talroo. He has more than fifteen years of experience as a senior executive, mainly in the technology and banking field. Jeremy has been CFO or COO for 3 Inc. 5000 companies, two of which have made the Inc. 500.  Also covered in this episode:Jeremy’s unconventional journey to becoming CFOBenefits of not thinking like a traditional CFOOptimising finance structure and team design to achieve an agile finance functionInsights into financial and resource strategy for high growthTop tips on how to approach marketing investmentsJeremy’s essential tool list to create agile finance functions  Links referenced in this episodeJeremy's LinkedInTalroo

In this episode of CFO 4.0, Hannah Munro talks to Clive Webb, Head of Business Management at ACCA. Clive deals with business and technology-related matters from the perspective of the CFO. This episode covers the Pandemic and Beyond for finance, and also explores the research Clive carried out about the pandemic, and also the future of finance as a function.Also covered in this episode:Update on current research in the ACCA professional insights teamCOVID and the shift it has created within the role of financeImpact of volatility has had on the demands from the finance organisationNew data skill sets needed within finance teamsThe importance of technology to the future of financeLinks referenced in this episode:Clive's LinkedInACCA WebsiteFinance's Journey to the Future Article

Join us for the next instalment of Financial Transformation live where Hannah Munro talks about how to get started with mapping out your finance processes!Topics Hannah covers include: Top tips for getting started with process mappingWhat process mapping tools do we use?How to approach process mapping within your team...and so much more!Links referenced in this episode:Webinar: Automating your finance team with Sage IntacctTop 5 Process Mapping Tools for Beginners - BlogRemember to follow us on LinkedIn so you don't miss out on our future sessions!Learn more and sign up for live alerts for our sessions here

On our newest episode of CFO 4.0, Hannah sits down and chats with Chris Argent, Founder of Generation CFO.In 2009, Chris was frustrated by poor systems, poor reporting, and lack of time. It was in 2009 that he created Generation CFO. It started off as a small group over on LinkedIn, and is now a huge community with almost 70,000 members!What else is covered in this episode?Chris’s journey to Generation CFOThe shift in finance Chris has seen during his time at Generation CFOWhat changes are happening in finance teams today?Importance of people to the technological shift that’s happeningFixing processes vs automating themGetting started on your transformation journeyLinks referenced in this episodeJoin the Generation CFO Group on LinkedInFollow Chris on LinkedInFind out more about Generation CFO here

On this episode of CFO 4.0, Hannah chats to Billy Scanlan, CFO at The Marketing Practice.Billy joined The Marketing Practice in 2021, but has previously helped scale fast-growth, private equity-backed B2B businesses. In this episode, the two talk about getting that first CFO role, and how you can build your skills and capabilities to make you a good candidate for your first CFO role!What else is covered in this episode?What is The Marketing Practice?Why Billy chose The Marketing Practice as his first CFO role?How to build the skills and capabilities to make you a good candidate for your first CFO role?How to find your first CFO role?What questions to ask before accepting the offer?How to make your first 90 days a success in your new role?Links referenced in this episodeBilly's LinkedInThe Marketing Practice Website

On this week’s episode of CFO 4.0, we have returning guest, Monica Arora, EVP of Commercial Finance at Sage. Monica has been at Sage for almost six years helping build and develop out the commercial finance function and supporting the shift to a subscription focussed organisation. Prior to that she also worked for both Schneider Electric and Invensys PLC.In Monica's current role at Sage, she sits on both the CFO leadership, as well as the COO leadership and we talk about what it takes to grow and develop an impactful commercial function.  Also covered in this episode:How has the commercial part of finance developed over the last few yearsThe changing criteria Sage now use to recruit people who give the right kind of insightHow to identify the commercial skillset during the interview processTop tips on developing existing finance talent into more commercial rolesImportance of educating the wider organisation on core finance skillsLinks referenced in this episode:Monica's LinkedIn 

In our newest episode of CFO 4.0, Hannah Munro chats to Lilly Miller, Chief Financial Officer at Planet Mark.Lilly is a qualified accountant and has experience managing a diverse range of businesses and supporting many SMEs from her years in Corporate Recovery and as a Financial Controller.This episode also covers:Lilly’s journey to Planet MarkWhere does ESG fit within a CFO role?Lilly’s views on running a business from homeWhat other areas can finance contribute to in terms of sustainability?Why should finance leaders try and push their ESG strategy forward?How to approach sustainability Links referenced in this episodeLilly's LinkedInPlanet Mark

Join us for the next installment of Financial Transformation live where Hannah Munro will be talking about how you can reduce your month-end close! Topics she will be covering include: Stats around typical close times4 steps to improve your month-end closeUsing timeline mapping to understand your current close processCommon month-end bottlenecksWhere should you be focusing to improveIf you would like to learn more about our Financial Transformation Live Community, visit here.Follow us on LinkedIn to ensure you don't miss our future sessions!

This episode of CFO 4.0, sees Hannah Munro, chatting to Brent Dykes, Founder, and Chief Data Storyteller at AnalyticsHero.Brent Dykes has spent more than 15 years in the analytics industry, consulting with some of the world’s most recognized brands, such as Microsoft, Sony, Nike, Amazon, and Comcast. Brent brings a unique perspective on data storytelling, and how to communicate data effectively.Brent is a regular Forbes contributor, publishing more than 30 articles on various data topics. He has also published his latest book, 'Effective Data Storytelling: How to Drive Change with Data, Narrative, and Visuals'.What's covered in this episode?What is a Chief Data Storyteller?Brent's journey to AnalyticsHeroHow to communicate insight within finance teamsFrameworks that are being used to share insight throughout finance teamsHow to convey financial data through storiesTop tips for getting into data storytelling for finance leadersLinks mentioned in this episode:Brent's LinkedInBrent's Forbes articles

In this episode of CFO 4.0, Hannah chats to Andrew Collis, CFO at Moneypenny. Moneypenny is the leading outsourced communications provider supporting businesses globally with outsourced switchboards, telephone answering, live chat management, and much more. Andrew started his career at Deloitte and joined Moneypenny with a wealth of experience and a passion for people-based organisations. Andrew is an expert in helping to scale up global businesses and driving rapid growth plans. This episode also covers:Andrew’s journey to MoneypennyBuilding a people-first culture at MoneypennyBuilding and bringing together a global finance teamTop tips for starting a new finance leadership rolePreparing companies for growthLeading finance during change and transformationLinks referenced in this episodeAndrew's LinkedIn

In our newest episode of CFO 4.0, Hannah chats to Victoria Gillespie, who leads the ESG Commercial Service offering for JTC, and supports the Chief Sustainability Officer to deliver the ESG Strategy. They talk a little about Victoria’s journey to JTC, and what the Environmental, Social, and Governance (ESG) framework means for businesses.Throughout the podcast, they cover several topics, including:Victoria’s journey to JTCDifferent frameworks that are out thereWhat is ESG?Where ESG should sit within an organisation?What shift Victoria has seen in terms of ESG, and the requirements around Brexit, COVID, and Climate ChangeIs ESG a requirement?Links referenced in this episode:ESG and JTCVictoria's LinkedIn

In this episode of CFO 4.0, we're bringing you the first-ever episode of Financial Transformation Live.This is a recording of a LinkedIn Live & YouTube Live session that took place on the 26th of January at 11 am, which we've turned into a podcast for our CFO 4.0 listeners! In this session, Hannah Munro is talking about all things spreadsheets! Are you guilty of having an addiction to spreadsheets? How do you know if you have a problem?What are the dangers of relying on spreadsheets?How can you move away from relying on spreadsheets?Links referenced in this episode:Excel Audit Template DownloadBlog, 10 spreadsheets you shouldn’t have in your finance teams Webinar, 8 Ways Sage Intacct helps you get rid of Excel Spreadsheets Check out our upcoming Financial Transformation Live events and subscribe to alerts

Join us on this episode of CFO 4.0, as Hannah Munro takes you through the research behind successful transformation projects, and why some financial transformation projects fail.What else is covered in this episode?Current statistics around Financial TransformationWhat causes Financial Transformation Projects to fail?Practical steps to make your next project a success?Top tips for successful transformationLinks mentioned in this episodeSage Transform PDFSign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0, Hannah Munro chats to Nick Rose. Nick is CFO at fast-growing Silicon Valley VC-backed Enable and joined to help drive the company’s rapid and international expansion which he has been doing for a few years. He joined Enable from U.K.-based building materials wholesaler Travis Perkins plc, where he spent 16 years in a range of finance director and transformation program director roles. We discuss his experience leading and managing transformation, as well as his learnings from the latest ERP project. This episode covers:Nick's transition from wholesale and distribution to a SAAS businessHis ambitions for the role of financeHow to structure responsibilities within a finance teamHow systems and platforms can impact your finance teamsFinding the right team members who have the right viewpointTakeaways from implementing a new finance systemNick's business resolutions for 2022Sign up for our CFO Briefing and Podcast newsletters

In this final episode for 2021, Hannah reflects back on the amazing year we've had with the CFO 4.0 Podcast. and how finance transformation has shifted due to COVID. We wanted to say a huge thank you to those of you who have supported and listened to this podcast over the past twelve months, and we hope you'll stick around for our future episodes.We also wanted to say a HUGE thank you to our guests who have appeared on the show. Hannah also chats about her new project, Financial Transformation Live, and gives a little bit more insight into what that entails and how you can go about joining the sessions!We hope you have a Merry Christmas, and a Happy New Year!🎄If you could leave a review, it would be much appreciated.Find out more about Financial Transformation Live hereSign up for our CFO Briefing and Podcast newslettersitas Website

In our newest episode of CFO 4.0, Hannah chats to Howard Tunnicliffe.Howard is Head of Finance - Subscriptions at The Economist, and he helps finance people to move up by mastering soft skills, which is the main subject of today's episode! Howard is also an experienced leader of Financial Planning & Analysis with over 15 years' tenure in global matrixed businesses.What else is covered in this episode?Howard’s journey to The EconomistWhy are soft skills so important when it comes to finance?How to assess your finance teamWhy it’s important to be aware of soft skillsWhat are the more important skills when it comes to finance?Top tips to develop these soft skills within your finance teamConnect with Howard on LinkedInSign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0, join Hannah as she interviews Colin McDonagh, Finance Director of TTM.  TTM Healthcare is a world-class, specialist, Irish-owned recruitment company placing candidates in the healthcare market.Colin has focused on financial services throughout his career and has been with TTM Healthcare since 2014.What else is covered in this episode?Colin’s journey to TTMHow to approach accountability within financeKPIs and accountabilityHow to monitor and measure accountability within finance teamsWhat does the process of delegation of accountability look like?IROAR – what does it mean?Sign up for our CFO Briefing and Podcast newsletters

On this episode of CFO 4.0, Hannah talks to Ian Schnoor, who is the Executive Director at Financial Modelling Institute.                Ian is also a Principal and Founder of The Marquee Group, a leading provider of financial modeling training to professionals in the financial community. Ian has built The Marquee Group into a leading provider of financial modeling training, consulting, and accreditation.Also covered in this episode:Ian’s journey into Financial ModellingWhat is financial modelling?What makes a good financial model?The process and framework behind a good financial modelThe skillsets people need to take on this roleTop tips for building financial modelling capability internallyLinks referenced in this episode:Ian's LinkedInSign up for our CFO Briefing and Podcast newsletters

In our newest episode of CFO 4.0, Hannah chats to Monica Arora, EVP Commercial Finance at Sage. They talk all about the research report from Sage, and how COVID has had such an impact on finance teams.Monica has been at Sage for almost six years but has previously worked at Schneider Electic as a Finance Director.In Monica's current role at Sage, she sits on both the CFO leadership, as well as the COO leadership.This episode also covers: Monica's journey to SageTools CFOs and other finance leaders need to shift to commercial finance supportDo people have a natural aptitude for commercial, or can it be taught?What are some of the key findings from the report?What are some key challenges that CFOs are addressing?What impact has COVID had on finance teams?How widely has cloud been adopted, and what does this mean for organisations?The Digital CFO - what does it mean for organisations?Download the Research Report hereSign up for our CFO Briefing and Podcast newsletters

In our newest episode of CFO 4.0, Hannah speaks to Tony Shafar, Executive and Business Coach at Shafar Coaching.Tony has over 20 years of business experience, working in senior positions for FTSE 100 companies, and smaller businesses, along with technology start-ups.He spent 10 years working as a Finance Director for Ogilvy, where he was a key member of the senior management team. Tony is now an executive coach,  working with mainly finance leaders on mindset and helping them get clarity, overcome challenges and gain confidence. What else does this episode cover?What is a growth mindset?Challenges of having a fixed mindsetStrategies you can implement to get you and your team thinking differentlyWhat can you do as a finance leader to help your team develop their own mindsets? Creating that ‘open book’ cultureLinks referenced in this episodeShafar CoachingTony's LinkedInSign up for our CFO Briefing and Podcast newslettersIf you'd like to get in touch with Tony, you can send him an email at: [email protected]

On this week’s episode of CFO 4.0, we have CFO at greenHat, Paul van der Walt joining us to discuss the power of curiosity and what it means for CFOs.An experienced CFO, Paul has a career shaped with a combination of analysis, business partnering, and leadership. A naturally curious individual, he wants to learn how things tick. In the past, he has worked as a CFO for Specsavers, and was a Senior Finance Manager at Heathrow Airport. In this session we talk all about the importance of curiosity both as a leader but also within a team culture. This episode covers:Paul’s background and his journey into the finance worldThe definition of curiosity in financeWhat does #GetCurious mean for him and why is it important in finance?What does a curious CFO look like?What are the downsides/shadow behaviours with curiosity?Can curiosity be taught or is it a natural ability?Building a culture that supports curiosityPauls LinkedInSign up for our CFO Briefing and Podcast newsletters

In this week’s episode of CFO 4.0, we talk about how Boards are now transitioning to a new way of making decisions and what CFOs need to do to support this. Patrick is a returning guest, the Author of “Boards”, is an Experienced Chair and Serial Social Entrepreneur. He talks us through the how's, what's and why's of how Boards are shifting to a new dynamic decision making process.In this episode, we discuss: How has the pace of decision making changed and what is driving it?How are Boards and senior leadership teams approaching decision making in this volatile world?How are CFOs required to work with the Board?Strategies to budget as a Board in an everchanging environmentSystems and Processes needed to be able to cope with this changeSign up for our CFO Briefing and Podcast newsletters

Is financial transformation so black and white, or is there a grey area somewhere in the middle? Today we talk about the importance of mindset to your transformation programme. In the latest episode of CFO 4.0, Hannah Munro chats to Rob Jackson, VP of Finance Operations at Sage about how they do financial transformation internally. Rob has had over 20 years of experience within the transformation roles across a range of industries. He has worked for IBM, BAE Systems, Ernst and Young, BT, and is now settled at Sage as Vice President of Finance Operations where he leads their internal transformation programme. This episode also covers:Rob’s journey into financial transformation and why he decided to move to SageHow Sage approaches transformation internally and some of the challenges they have facedProcess of kicking off a new financial transformation projectImportance of communication particularly when working with a global teamHow to build a team geared up for continuous transformationThe team structure needed to balance both transformation and operationsTop tips for your next transformation project Sign up for our CFO Briefing and Podcast newsletters

We all know that Diversity is critical to the success of any business but why is it so hard to address? What do leaders need to consider in their approach to building diversity and how do you know when you have achieved it beyond the typical demographic KPIs. Kay Formanek Author and Founder of Diversity and Performances talks us through the strategic and practical aspects of building a diverse team. What's covered in this episode?Definitions of Diversity beyond demographicsKey pillars required for Diversity SuccessBuilding a diversity vision and value statementPractical examples of unconscious bias during recruitment and how they were addressedLeadership approach required for Diversity SuccessLinks referenced in this episode:Kay's LinkedInBeyond D&I BookDiversity and Performance WebsiteRaise your game with Sage IntacctFirst 90 Days as a CFO: Ultimate Blueprint (FREE download)Sign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0, Hannah chats to Paul Lee, who is a Partner at Deloitte UK.  This episode focuses entirely on the hybrid of working at home, and at the office. What else is covered in this episode?Working from home, hybrid and back to the office - what is the right option?What questions should finance leaders consider for hybrid workersWhat technology trends are developing to support the new world of workHow 5g/wifi 6 going to impact the world of workLinks referenced in this episode Paul's LinkedInRaise your game with Sage IntacctFirst 90 Days as a CFO: Ultimate Blueprint (FREE download)Sign up for our CFO Briefing and Podcast newsletters

 In the latest episode of CFO 4.0, Hannah Munro chats to Maneesh Singh, Director of Finance at Mama Shelter. Mama Shelter is a hospitality brand, with 2161 rooms, 15 restaurants, and 750 employees in 14 cities and 9 countries. What is discussed on this episode:Maneesh's journey into his role at Mama ShelterManaging a team during the pandemicEthics in businessHow important are relationships with suppliers?Plans for the future at Mama ShelterLinks referenced in this episodeManeesh's LinkedInMama ShelterSign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0 Hannah and Phil Scott, Managing Director of FD Recruit, get to grips with the recruiting of CFOs looking to make their next move. Phil is the founder of FD Recruit, a recruitment consultancy specialising in spotting talented FDs and CFOs looking for their next career opportunity. COVID as you would expect, had a detrimental effect during lockdown, but it’s business as usual now as the country emerges from the Pandemic. If you’re looking for progression and an upwards curve when it comes to your career or even tips on how to futureproof your skills, this is the episode for you! Topics CoveredCFO and FD recruitmentHybrid and Flexi-working Networking and Interpersonal skillsTechnology and the changing role of FDs and CFOsSocial Media and MarketingSign up for our CFO Briefing and Podcast newsletters

Talking to Hannah on this week’s CFO 4.0 podcast is Director of Sales at Yaypay, Raj Harash. Raj is a whizz at simplifying and streamlining processes. He says that he can make collecting money fast, easy and highly predictable by using inbuilt AI technology. The issue of non-payment can be a sticky one, but Raj believes it can all be avoided if the right tools and software is implemented.Topics CoveredAI and Machine Learning in FinanceCRM and ERP softwareIntegrating Credit Control into the businessCCJ and bad payersCFOs and automationForecasting and predicting financial modelsLinks referenced in this episodeFirst 90 days as a CFO: Ultimate BlueprintRaise your game with Sage IntacctRaj's LinkedInSign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0 Hannah talks with Executive Coach, Alexandra Bond-Burnett who’s helped develop leaders in the Finance, Tech and Accounting space. She gives guidance on how to approach difficult conversations and deal with different personality types. When dealing with complex transformational projects it’s not only the systems you have to work on – Emotional Intelligence is part and parcel of the process too.Topics CoveredEmotional intelligenceNeuroscience and PsychologyChange Management SkillsTeam EngagementProcess and project ManagementLinks referenced in this episode:First 90 Days as a CFO: Blueprint for Success - Download for free now!Alexandra's LinkedInSign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0 we speak to Chris Beeley, practice lead for financial transformation and automation at embracent. Chris has worked for the world’s largest Accountancy firms, recently ending a 20-year stint at KPMG.He gives us the lowdown on how tech is transforming finance and the dangers of putting mass faith into spreadsheets!Chris and the team at embracent have conducted a piece of research with a number of leading CFOs on the revolution of automation in finance. They found that although most use tech to drive cost efficiency, many also wanted to improve customer experience and create a happier workforce.Topics covered:·         Financial transformation and automation·         Use of Artificial Intelligence, Bots and redesigning processes·         CFO vision and creativity·         Limitations of Spreadsheets and Excel·         Enterprise Resource Planning (ERP)Sign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0 Hannah gets an update from the returning Ian Stewart, Chief Economist at Deloitte, on how the bounce back from the pandemic is playing out in the minds of some of the country's leading financiers.Ian produces a quarterly survey questioning some of the UK’s leading CFO’s on issues such as Climate Change, Brexit planning and workplace practices.This survey shows how the big corporates have built up cash and strengthened their balance sheets during the downturn and how they’re planning to grow their businesses. Topics Covered:The ever-changing role of a CFOBomb proofing the balance sheets and reducing debtV shaped economic recoveryEmployee retention and hybrid workingThe impact of Climate Change in corporate decision-makingInflationary risks and pressures.Ian's LinkedInSign up for our CFO Briefing and Podcast newsletters

Previously having worked in Government, CFO Jane Cunliffe talks with Hannah about her first 12 months at Oxfam.Her journey into finance is a little unorthodox. Starting off as a policy professional at the Department of Education, she went on to work for Nick Clegg’s office – Deputy PM at the time, then moving on to the Treasury where she developed her passion for finance.In a whirlwind first year, Jane describes how she’s had to make some tough decisions as part of the restructure at Oxfam; letting colleagues go, withdrawing from certain countries and delving into the reserves to make ends meet as COVID took hold.This episode covers:Restructuring a global not-for-profit companyThe advantages and disadvantages of remote communicationStreamlining the finance functionCreative finance strategyTranslating data and information for non-finance colleaguesLinks referenced in this episode:Jane's LinkedInOxfamSign up for our CFO Briefing and Podcast newsletters

This week on CFO 4.0 Hannah talks with the energetic Tosha Anderson who's known as the founder and CEO of The Charity CFO. She heads up a business that matches non-profit organisations with accountants who are looking for career change, either because they 'don't want to make the rich richer' or have had enough of working in the profit sector.Tosha began her career helping out charities but was soon consumed by everything but financial work; having to deal with flooded bathrooms to tech problems and beyond!She's spent almost 15 years in the non-profit sector and believes it's the most rewarding career in terms of relationships as well as all round character building.Topics discussed:Non-profit accountingMulti-tasking CFO beyond financeTransitioning from profit to non-profit sectorManaging relationships with CEOs, Volunteers and BoardsLinks referenced in this episode:Tosha's LinkedInThe Charity CFO WebsiteSign up for our CFO Briefing and Podcast newsletters

 This episode sees Hannah speaking to Victor Wong, CFO of Flipp, a planning and savings app that helps shoppers.As CFO, Victor is responsible for leading the development and successful execution of Flipp’s strategy as well as the operational effectiveness of the company.Prior to assuming the role of CFO, Victor established and scaled both the Content Operations and Finance teams. Leading Content Operations, he formed a 140 member team, working with 1,500+ retailers to deliver local savings and deal content to shoppers across North America. Before joining Flipp, Victor spent eight years at Ernst & Young, six years in the Assurance practice, and two years in the Transaction Advisory Services group working on both buy-side integration and transaction diligence.This episode covers: Top tips on how to support a finance teamCreating realistic mission statementsThe symbiotic relationship between a CFO and their teamListening to new ideas and implementing them effectively Building an environment of collaboration and engendering new disruptive mentalitiesSign up for our CFO Briefing and Podcast newsletters

Host Hannah Munro speaks to Ash Noah, Vice President, CGMA External Relations at the Association of International Certified Professional Accountants (the Association), representing AICPA & CIMA, about the crucial steps CFOs can take to change their mindsets and become more productive.In his role as Vice President, Ash serves as a liaison to CFOs and CEOs to understand how finance teams are evolving and guides the Association’s initiatives to help management accountants create more value for their organizations. Prior to the Association, he served as CFO of the international unit of TNT Express, the global transport and logistics provider and led finance teams in 45 countries through significant transformation.This episode covers:How different mindsets can enhance value creation and digital transformation projectsA CFO first 90 days and why the right attitude will help to hit the ground runningWhat does the current business environment look like for CFOsChallenges CFOs are facing and best ways to overcome themThe right mindsets CFO will need to be a successLinks referenced in this episode:CGMA designation CFO ProgrammeRe-inventing finance for a digital world reportSign up for our CFO Briefing and Podcast newsletters

This episode of CFO 4.0 sees CEO of embracement Mark Lockton-Goddard discuss digital transformation strategies, giving an overview of the right and wrong ways to approach change.Mark has over 25 year's experience providing business and technology advice to a range of global businesses. With senior roles at KPMG, PwC and PageGroup Mark has helped a multitude of businesses with digital transformation projects. Mark's current role as CEO at embracent, a technology consultancy firm, sees him take a hand-on approach to help businesses embrace the opportunities that technology brings.This episode covers:What the decision making process should look like for companies implementing financial transformation solutionsHow to convince employees to accept new technology and processesBest ways to make a digital transformation project a success for CFOsMain focus areas when starting a digital overhaul of finance departmentsHow companies are changing to meet the modern business environmentLinks referenced in the episode:Mark's LinkedInSign up for our CFO Briefing and Podcast newsletters

 In this edition of CFO 4.0 Hannah speaks to Ian Stewart, Partner and Chief Economist at Deloitte, about his role as chief architect of the CFO Survey, a quarterly review that acts as a barometer of UK corporates’ sentiment and strategies.As part of his role at Deloitte, Ian advises boards and companies on macroeconomics and writes a popular weekly economics blog, the Monday Briefing. His previous roles include Chief Economist for Europe at Merrill Lynch, Head of Economics in the Conservative Research Department and Special Adviser to the Secretary of State for Work and Pensions.This episode covers:What the CFO Survey reveals about CFOs biggest challenges and concerns?What impact future economic trends may have on CFOs?An in-depth look into Deloitte's CFO survey processHow the CFO role has changed over the years survey?What external factors are CFOs most focused on?Sign up for our CFO Briefing and Podcast newsletters

On this edition of CFO 4.0 Hannah is joined by the Senior Vice President and CFO of Life Cycle Engineering, Robert Bendetti. Hannah and Robert speak about his experience with change management and discuss ways that CFOs can knock down roadblocks in order to implement new strategies and processes. Prior to his current role, Robert served as V.P. of Finance at Galey & Lord and CFO of The Coastal Logistics Group as well as financial management positions within Lockheed Martin, Hormel Foods, and Hilton Hotels.Robert is the President and founder of the Global CFO Council. The council provides an educational and networking forum for Senior Financial Executives and has more than 1,300 members in 30 countries.This episode covers:How do CFOs go about assessing their own performance?Best ways to delegate roles to the most capable people.How the CFO role is shifting?What support a CFO can provide people through change and transformation?How CFOs should present their future plans?Sign up for our CFO Briefing and Podcast newsletters

Join host Hannah Munro as she speaks to author, influencer and Co-founder of the Business Partnering Institute Anders Liu-Lindberg about the pivotal role good business partnering could have in the finance departments of the future.Anders is currently COO and CMO of the Business Partnering Institute and the owner of the largest group dedicated to Finance Business Partnering on LinkedIn. He has ten years of experience as a business partner at global transport and logistics company Maersk. He has also co-authored the book “Create Value as a Finance Business Partner” and is a popular finance blogger.This episode covers:What are CFOs looking for in a good business partnerThe factors that are important in maximising a business partner's valueThe traits and skills that make someone a good business partnerHow CFO can use business partners to strengthen their departmentWhat elements of finance need to change to ensure future progressLinks referenced in this podcast episode:Create value as a Finance Business Partner BookAnder's LinkedInSign up for our CFO Briefing and Podcast newsletters

With uncertainty surrounding the future of the workplace, Hannah sits down with author and journalist Rhymer Rigby to discuss what post-covid work conditions could look like and what career opportunities they might offer people who play their cards right.Rhymer is the author of 28 Business Thinkers Who Changed the World and The Careerist: 100 Ways to Get Ahead at Work. He has a long career as a business journalist writing articles for the Financial Times, The Times, and The Telegraph amongst others.What's covered in this episode?The current landscape of the world of work Remote vs office - pros and cons Networking from afar and the best ways to get noticed Use of digital and in-person technics to climb the finance ladder Potential post-covid opportunitiesLinks referenced in this episode:Rhymer's LinkedInRaise your game with Sage IntacctSign up for our CFO Briefing and Podcast newsletters

This edition of the CFO 4.0 podcast sees the tables turn as CFO and Forbes contributor Jack McCullough interviews Hannah about her career and thoughts on financial transformation.As well as his role at Forbes, Jack is president of the CFO Leadership Council, Founder and Chair of the MIT Sloan CFO Summit and author of many business books including 'The Psychopathic CEO - The Executive Survival Guide'. This is Jack's third appearance on the show and first time on the other side of the questions. This episode covers: The current landscape of technology, how is it changing financeWhy it matters i.e. pace of decision making/change in roles/finance as a value centreExamples of technologies that are available nowHow to identify what you need to change i.e. systems vs processes, where do you start, big bang or phased approach, ERP vs best of breed & integrationTop tips for finding the right technology and the right partnerLinks referenced in this episodeJack's LinkedInRaise your game with Sage IntacctSign up for our CFO Briefing and Podcast newsletters

On this week's edition of CFO 4.0 Hannah is join by Niki Heim, CFO at LogicSource, a procurement service and technology provider company.Prior to joining LogicSource, Niki gained four years of experience in public accounting where she worked in various industries including small businesses, government entities, and financial institutions and was the Controller at Title Nine Sports, a women’s activewear company. Niki and Hannah discuss her career from her initial start as a FC at LogicSource to her current CFO role. Her rise through the ranks serves as a success story for women looking to thrive in male-dominated industries.This episode covers:How to build the right team to support you as a CFOBest ways to climb the corporate ladder How women can manage a home/work balanceDiversity in the workplace Female role models and building opportunities for womenLinks referenced in this episodeNiki's LinkedInLogicSourceSign up for our CFO Briefing and Podcast newsletters

Join Hannah as she speaks to Andrew Waters, Founding Partner of Zanda a Board and Financial recruitment firm.Andrew knows both sides corporate structures, having both 15 years experience in recruitment and an Angel Investor role in various start-ups.He and Hannah discuss the important attributes that makes the CFO position so vital to companies growth ambitions and getting that first CFO role!Other topics covered in this episode include:How does someone gain the extra skills needed to become a CFOWhat makes someone right for the CFO roleHow is tech baked into the CFO role CFO self-assessment and self-improvementAndrew's LinkedInZanda WebsiteSign up for our CFO Briefing and Podcast newsletters

This episode of CFO 4.0 features finance journalist and host of the award-wining CFO Thought Leader podcast Jack Sweeney. Jack is the former editor in chief of Business Finance Magazine and the founding editor of Consulting Magazine. He served as editor of Integration Management and Washington Technology and currently runs a blog for Forbes' CFO Network. As the digitisation of financial departments increases, Jack and Hannah discuss what new demands are being placed on the CFO role within businesses and what techniques CFOs can use to build a wider strategic vision for their companies. Other topics covered in this episode include: The CFO as 'storyteller' Why CFOs should be more extroverted What can CFOs do to connect with more people outside finance What does the CFO of the future look like The leadership role of a CFOLinks referenced in this episode:Jack's Forbes articles Jack's LinkedInCFO Thought Leader Sign up for our CFO Briefing and Podcast newsletters

This episode sees Patrick Dunne, boards adviser and author of award winning book "Boards", back by popular demand. He and Hannah discuss the CFO to CEO journey from a boards perspective, giving CFOs tips on how to move to the next level.What's covered in this episode?What are boards looking for in a CFO who are considering a move to CEO?How has the pandemic changed the transition from CFO to CEO?Why are more CFOs being considered for CEO roles?What skills CFOs need to develop to be thought of as the right candidate?How can a CFO manoeuvre their role to align more with a CEO?Links referenced in this episode:Patrick's LinkedInPatrick's TwitterBoards Book - Amazon / GovernanceSign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0, Hannah talks to Robert Brooker, Head of Fraud and Forensics at PKF GM. Robert is a leading industry figure, with more than 20 years of experience in prevention and detection of loss, and investigation of online fraud.Before he became the Head of Fraud and Forensics at PKF, he was Head of Fraud at Transport for London where he managed a team of investigators.What's covered in this episode?Different types of fraud that can occur within a businessIs fraud on the rise at this moment in time?Is there a lack of awareness of the impact fraud can have on a business?Why does fraud happen?Red flags we might notice and how to introduce them into our everyday livesWhat are the reasons people may commit fraud?The two types of fraud and how to prevent itLinks mentioned in this episode:Raise your Game with Sage IntacctRobert's LinkedInPKF GM WebsiteSign up for our CFO Briefing and Podcast newsletters

In this latest episode of CFO 4.0, Hannah Munro chats to Chris Walker. Chris is CEO of Refine Labs, which is a demand accelerator for B2B SaaS companies.  Chris also runs his own podcast, State of Demand Gen. Chris talks innovative strategy, advice and tactics that works best for marketers, along with interviewing the top experts within the marketing industry.This episode covers:How has marketing changed in the last few years?Why the MQL is no longer a good way to measure marketing impact?How do fast growing businesses measure marketing success?What you should be focussing on in terms of measurement?What is brand and what sort of activities would fall underneath it?Buyers process and their journeySigns for CFOs that their brand is workingWhat questions should a CFO be asking their CMO?Support CFOs should give to a CMO to enable success?How long until you start to see an impact to generate leads?Sign up for our CFO Briefing and Podcast newsletters

In this weeks episode of CFO 4.0, we welcome back Jack McCullough, President of The CFO Leadership Council.This episode covers:The definition of a psychopathThe impact of working with a psychopathic CEOCelebrities who display traits of psychopathyIs it common to have psychopathic CEOs?Signs that you could be working for a psychopathic CEOHow to protect yourself from a psychopathic CEO?Links referenced within this episode:Jack's LinkedInSign up for our CFO Briefing and Podcast newsletters

In this new episode of CFO 4.0, join Hannah Munro, as she chats to Aarish Shah, founder of EmergeONE. Aarish helps founders, start-ups, and people grow. In this episode, they discuss:Portfolio CFO vs Part-Time CFODo you have what it takes to be a portfolio CFO?Why do it? What are the benefits?What are the downsides?Picking the right portfolio to work with.Links referenced in this episode:EmergeONE WebsiteAarish's LinkedInSign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0, Hannah Munro interviews Gethin Nadin. Gethin is an Award-Winning Psychologist who's published in The Financial Times. This episode covers: Is employee wellbeing a new fad or just something we have renamed?What matters to employees when it comes to wellbeing?How do we measure current levels of wellbeing?Importance of employee wellbeing to the bottom lineShifting from reactive to proactive wellbeingEmployee wellbeing and your investorsLinks referenced in this episode:Gethin's LinkedInDeloitte ReportRaise your game with Sage IntacctSign up for our CFO Briefing and Podcast newsletters

Hannah chats to Claire Bodanis, the UK leading authority on corporate reporting. Claire is also the Author of "Trust Me, I'm Listed". Claire is also the Founder and Director of Falcon Windsor.In this episode, Hannah and Claire cover:Challenges currently faced today with producing the annual report How to produce a report that is engaging and valuable to investorsBalancing the increase in regulatory requirements with what investors need to hearCommunicating challenging news in your Annual ReportCommon mistakes businesses make when writing their annual reportWhat is changing in the world of annual reportingLinks referenced in this episode:Claire's LinkedInFalcon WindsorMonthly Reporting WebinarsBook: Trust Me, I'm ListedSign up for our CFO Briefing and Podcast newsletters

In this latest episode of CFO 4.0, Hannah interviews Aneel Delawalla, Managing Director and Partner at Accenture. They discuss the research Aneel and his team have regarding the top 17% of CFOs and what they're doing differently compared to other CFOs, and how COVID may have accelerated or slowed trends.This episode answers the following:At a top level, what shifts and trends did the report identify in terms of what businesses need from their CFO?Has COVID accelerated or slowed these trends?What are the top 17% CFOs doing differently?What is the impact on businesses for those that had CFOs that model those behaviours?What can CFOs do today, to start their journey towards this shift?Connect with Aneel on LinkedInAccenture's Research on what Elite CFOs are doingInfographicAccenture's WebsiteSign up for our CFO Briefing and Podcast newsletters

In this episode, Hannah Munro chats to Shauna Moran. Shauna is the founder of Operate Remote - an accredited and award-winning executive coaching agency that empowers CEO's and their remote teams to create and build more emotionally-healthy, engaged and sustainable organisations- so they can scale and grow with confidence, regardless of locations.This episode covers:What can we do to help combat the work from home fatigue that's happening at the moment?How can you change the way you communicate to support remote working?How can we maintain flexibility and work life balance but still ensure good communication and productivity?Managing boundaries and work life balance in a remote worldHow to build a culture that allows people to thrive working remotelyLinks referenced in this episode:Operate Remote WebsiteShauna's LinkedInSign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0, Hannah Munro, MD of itas, interviews Martin Spiller, an experienced CFO, who has worked with a number of high growth SAAS businesses. Questions answered in this episode:What are funders looking for in a CFO?What are the top mistakes businesses make when applying for funding?What about a Start-up vs Scaleup? How does it vary from seed to series A&B?How to go about finding the right funding partnerCan you ever have too much funding?Top tips for getting fundedMartin's LinkedInSign up for our CFO Briefing and Podcast newsletters

Dr Vanessa Marcié is a Humour & Leadership expert, international speaker and a pioneer of theories of driving change through humour. She has given over 100 presentations to global audiences of more than 30 countries. What to listen out for in this episode:What is the benefit of using humour for both finance transformation and within your finance team?What are the different types of humour and how do you use them effectivelyHow do men and women approach humour differently?How to use humour with your direct reports and with the senior leadership?Top tips on starting to incorporate humour into your leadership style Links referenced in this episode:Leading with Humour WebsiteQuizVanessa's LinkedInLeading With Humour LinkedInFacebookInstagramThe animation videoSign up for our CFO Briefing and Podcast newsletters

Join Hannah Munro, MD of itas, as she talks about the 3 pillars of financial transformation and what it takes to lead a successful financial transformation project. With over a decade of experience supporting finance teams to manage change and delivering 100s of projects across a number of industries, she is going to share some top tips on how to make your next transformation project a success.  Key highlights:Understanding the 3 pillars of financial transformation The science behind successful transformation projects Motivating your team during a transformation projectRemoving barriers to changePractical tips for your next projectSign up for our CFO Briefing and Podcast newsletters

This week on CFO 4.0 we interview the author of “Boards”, Patrick Dunne on exactly what a good CFO looks like from a Board’s perspective. Key topics we discuss:What does a good board/CFO relationship look like? What are boards looking for in a CFO?How do you start off on the right foot with your board?A boards perspective on the CEO/CFO relationship?Can a poor CEO/CFO relationship be repaired? Top tips for new CFOsLinks Referenced in this Episode:Patrick's LinkedInPatrick's TwitterBoards Book - Amazon / GovernanceSign up for our CFO Briefing and Podcast newsletters

Join Hannah Munro, your host of CFO 4.0 as she interviews David Lincoln, Managing Director of Strengthscope. They discuss the power of positive psychology and how you can apply it to build high performing finance teams. They chat not only about why it works but also how you can apply it to both everyday team management and your recruitment process.  Things to listen out for:What is Positive Psychology?How it differs from typical performance management?Impact of Using a Strengths Based ApproachUnderstanding Negativity BiasHow it can be used in recruitment to find the right candidatesSign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0, join Hannah Munro as she interviews Amelia Sordell, Founder of Klowt, the Personal Branding Agency. They discuss how you can shift the perception of both you and your role in finance from Bean Counter to Strategic Visionary. Also covered in this episode:What is personal branding?Why is it important?How to define your personal brand?How do you build a personal brand?Links Mentioned in this EpisodeAmelia's LinkedIn Sign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0 podcast, join Hannah Munro and Andrew MacAskill. Andrew is the founder of Executive Career Jump. As a finance professional himself, Mr Macaskill offers advice and guidance on not only making a success of your current job search, but also advice and guidance for those wanting to future proof their careers. What to listen out for: What companies are looking for in new CFOsTop tips for finding the right organization and role for youAlternative options to traditional CFO and FD rolesHow to get noticed in your job searchAdvice to Finance Directors to future proof their careersFollow Andrew on LinkedInSign up for our CFO Briefing and Podcast newsletters

In this episode, we have a returning guest, Jack McCullough who is the Founder and President of The CFO Leadership Council. This episode covers:How to make the most of your first 90 days as a CFO How to positioning yourself a strategic PartnerKey Relationships to focus onTop tips for building a relationship with your CEOKey Areas to Review in your first 90 daysSign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0 podcast, Hannah delves into CIMAs research into financial resilience with Dr Ian Selby. Ian is Vice President of Global Research and Development  for Management Accounting, The Association of International Certified Professional Accountants (AICPA&CIMA). What to listen out for in this episode:Current research themes and trends for financeResults of CIMAs Economic Recovery SurveyRole of finance in building business resilienceWhat is in the CIMA business recovery toolkitWhat's next for CIMA?Learn more about the CIMA Toolkits here:Economic Recovery Survey & Business Recovery ToolkitCIMA LinkedInSign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0 podcast,  Hannah Munro interviews Dr Chris Sier, Chairman of Clearglass.  Dr Christopher Sier is also the Fintech Envoy for England,  Visiting Professor of Financial Technology at the University of Leeds, Professor of Practice and Newcastle University and Chairman of Fintech North, the innovation community for tech start-ups.What to listen out for:Chris' journey to becoming Chairman of Clear GlassWhat qualities are start-ups and scale-ups looking for in a CFO? The difference between the Start-Up to Scale-Up CFO vs the Established, Corporate CFOThe importance of industry experience? What should CFOs looking to work with startup and scaleups know before they start?What experience are boards/CEOs looking for in a CFO?Links referenced in this episodeChris Sier LinkedInSign up for our CFO Briefing and Podcast newsletters

In this episode, Hannah invites Mark Green, Technology Evangelist at Sage. They discuss how technology is changing the role of the CFO and how finance teams can start preparing for the future.What to listen out for:The role of a Technology Evangelist & the connection between people and technologyCurrent challenges in the world of financeWhat technologies are going to change the future for the CFO roleWhat do future finance teams look like?How finance teams can begin to prepare for the futureLinks mentioned in this episode:Mark Green's LinkedInVisit our websiteSign up for our CFO Briefing and Podcast newsletters

In this episode of CFO podcast, join Hannah Munro as she interviews  Gareth John. Gareth is the Executive Chairman and Director of Accountancy Training College in Cambridge at First Intuition Cambridge Ltd. He is also the President of ICAEW, East Anglia. What to listen out for:Gareth’s journey to ICAEWCurrent drivers and changes in the skills needed for finance teamsHow qualifications are changing to develop the next generation of financeHow do existing leaders continue to develop their skills?Sign up for our CFO Briefing and Podcast newsletters

In this podcast episode, we have guest Jack McCullough, which is the founder and president of the CFO Leadership Council, a Forbes contributor, and author of “The Secrets of Rockstar CFOs”, and he has also served as a CFO to 26 different companies.What to listen out for:Why CFO is so critical during the current crisis?Top tips for managing through crisisIs the current situation actually going to change the role of the CFO?Building a Rockstar finance teamLinks referenced in this podcastJack McCullough LinkedInSign up for our CFO Briefing and Podcast newsletters

In this new episode of CFO 4.0,  we have invited Dr. Jeff Smith. Dr. Smith is a psychologist, cultural strategist, inventor, and speaker who uses design and technology to help people and organizations thrive.  The episode will cover:Story & Journey of Dr. Jeff Smith’s 15FiveKey areas critical to building and engage the teamHow a CFO can approach engagement with every individual in the organization? Positioning your finance team to the rest of the organisationHow to identify if its working – or not?Links mentioned on this podcast:https://academy.15five.com/Dr. Jeff Smith’s LinkedIn Visit us at https://itassolutions.co.uk/ Email us at [email protected] Sign up for our CFO Briefing and Podcast newsletters

This episode is our first episode in our #CFOStories series.In this episode, Hannah Munro speaks to the CFO of Sage, Jonathan Howell about his journey and success in a number of CFO roles. This podcast covers the story of Jonathan and how he fell into the finance world.This episode also covers:Jonathan's Journey to becoming a CFO at a Global Tech BusinessHow the CFO Role and/or Finance Teams have changed over the last few years?What makes a successful CFO?Understanding the Strengths and Capabilities of your finance teamTop Tips for Building a Strong Finance Function of the FutureHow to Support Your Team through a Fundamental ChangeAdvice for those Looking to Start their Career as a CFOLinks referenced in the PodcastJonathan's LinkedInSign up for our CFO Briefing and Podcast newsletters Free On-Demand Webinars mentioned in the podcastBecome a Data-Driven CFO: Making Better Finance DecisionsPlanning & Budgeting in a Volatile Environment

In this episode, Shawn Fitzgerald Research Director for IDC's Digital Transformation Strategy Team, joins Hannah Munro, as they discuss how finance leaders transition from being the 'bean counters', to becoming strategic visionaries. This episode also covers: What are the different types of CFOs we see today?What is a Transformational CFO?How are the shifts in technology and data changing the role of the finance?How are CFOs are evolving their teams with this shift?What skills do Finance Leaders need to thrive in this volatile environment?Sign up for our CFO Briefing and Podcast newsletters

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Join Hannah Munro in this episode as she interviews Louisa Weinstein, International Mediator, Founder of The Conflict Resolution Centre. They discuss the different ways you can defuse difficult situations and reach agreements with colleagues at work, particularly in regards to finance. This episode also covers:The principles of dealing within conflictDealing with resistance to changeTop tips for managing conflict remotelyHow to check in with your employees effectivelyLinks referenced in this episodeGet in touch with LouisaLinkedInConflict Resolution CentreFree On-Demand Webinars mentioned in the podcastBecome a Data-Driven CFO: Making Better Finance DecisionsPlanning & Budgeting in a Volatile EnvironmentSign up for our CFO Briefing and Podcast newsletters

Join Hannah Munro, as she interviews Sydney Finkelstein, Professor at Tuck School at Dartmouth, Author of Superbosses and Podcast Host of The Sydcast. In this episode, they delve into how COVID has affected the lives of many finance leaders around the globe, and discuss some top tips for new finance leaders.This episode also covers:What a Finance Leader needs to have to react well in volatile timesMaking Decisions in Uncertain TimesBuilding an agile and innovative finance teamTop tips for new finance leaders and how to make a great first impressionDeveloping a vision for you and your finance teamHow to become a 'super boss'Contact Sydney:LinkedInBooks and ResearchFree On-Demand Webinars mentioned in the podcastBecome a Data-Driven CFO: Making Better Finance DecisionsPlanning & Budgeting in a Volatile EnvironmentGet in [email protected] up for our CFO Briefing and Podcast newsletters

Join Hannah Munro, as she interviews Stuart Davenport from The Compliance Consultancy, as they talk about the latest updates in data compliance. They cover the implications and key strategies that you and your team need to be aware of.This episode also covers:Data Hacking at BlackbaudUpdates to the privacy shield legislationGDPR implications for those working from homeManaging Remote workers in foreign countries – what impact does that have on data compliance and what do you need to be careful of?Contact Stuart:LinkedInThe Compliance ConsultancyFree On-Demand Webinars mentioned in the podcastBecome a Data-Driven CFO: Making Better Finance DecisionsPlanning & Budgeting in a Volatile EnvironmentGet in [email protected] up for our CFO Briefing and Podcast newsletters

In this episode, Hannah Munro interviews Steven Gallucci, who is the US CFO Program Leader at Deloitte. This episode covers: How the current pandemic has affected feedback and reporting from CFOs How organisations have been operating with most employees working from home over the past 6 monthsView the CFO Signal Survey, here.Visit Deloitte's website.Follow Steven Gallucci on LinkedInFollow Steven Gallucci on TwitterVisit our websiteVisit our Events PageWatch our 'How to Become a Data-Driven CFO' On-Demand Webinar now! Watch our 'Planning and Budgeting in a Volatile Environment' On-Demand Webinar now!Watch our 'How Does Your Close Perform Against Your Peers?' On-Demand Webinar now!Sign up for our CFO Briefing and Podcast newsletters

In this episode of CFO 4.0, Hannah Munro will be interviewing Tracy McEachran, from Curious Minds Consulting.This podcast episode covers why it's important to understand your own behaviour before you can help others, different strengths you might find within your team, and how to build a stronger finance team. Listen to find out more!Contact Usitas Websiteemail: [email protected] Tracyhttps://www.linkedin.com/in/traceymceachran/https://curiousmindsconsulting.com/Watch our 'Become a Data-Driven Finance Leader' on-demand webinar.Watch our 'Planning & Budgeting in a Volatile Environment' on-demand webinar.Sign up for our CFO Briefing and Podcast newsletters

In this episode, Hannah Munro will be chatting to Phil Raynor on how to deliver a successful digital transformation programme. Contact Phil at: [email protected] Usitas Websiteemail: [email protected] WebinarsWatch our 'Become a Data-Driven Finance Leader' on-demand webinar.Watch our 'Planning & Budgeting in a Volatile Environment' on-demand webinar.Sign up for our CFO Briefing and Podcast newsletters

What is CFO 4.0? Well in this introduction episode, Hannah Munro, MD at itassolutions, gives us a brief insight into what CFO 4.0 is all about. Make sure to follow as every two weeks, we will be uploading a brand new episode, with some episodes featuring key experts to give you real-world advice and guidance on how to transform your business, people and data.Welcome to CFO 4.0, The Future of Finance.Visit our website.Follow us on Twitter, Facebook and LinkedIn.Sign up for our CFO Briefing and Podcast newsletters

In this episode, Hannah Munro will be chatting to John Smith, about what employers and employees are looking for in a CFO.This episode covers how attributes within CFOs are identified, leadership skills and support in career development.Get in touch with usEmail us: [email protected] us at https://itassolutions.co.ukContact John LinkedInFor more information about The Accountancy Recruitment Group, visit: https://www.thearg.co.uk/Watch our 'Become a Data-Driven Finance Leader' on-demand webinar.Watch our 'Planning & Budgeting in a Volatile Environment' on-demand webinar.Sign up for our CFO Briefing and Podcast newsletters