Marshall Goldsmith

FEBRUARY 8, 2018

US News and World Report – One of America’s 25 Best Leaders. Deepa Prahalad – Focused on design and emerging markets. US News and World Report #1 Best Hospital in the United States – Fortune ‘100 Best Companies to Work For,’ 14 consecutive years. Telisa Yancy – Chief Marketing Officer at American Family Insurance.

Executive Coaching 70

Executive Coaching CEO Magazine Banking 70

Harvard Business Review

MARCH 6, 2013

CMOs and CFOs don't always see eye-to-eye. An article published in CFO.com indicates that in one study, more CMOs report sharing marketing information with their CFOs than CFOs reported receiving. As a result, we partnered in developing the marketing dashboard and figuring out how to measure marketing.

CFO 8

CFO Advertising Finance Marketing 8

Harvard Business Review

JULY 29, 2014

In the July/August issue of HBR , Ram Charan argues that the Chief Human Resources Officer (CHRO) role should be eliminated, with HR responsibilities funneled in two separate directions — administration , led by traditional HR-types, reporting to the CFO; and talent strategy , led by high-potential line managers, reporting to the corner office.

CFO 10

CFO Charan Intangible Assets Human Resources 10

Harvard Business Review

OCTOBER 3, 2018

About 30 minutes prior to her weekly one-on-one with the CEO, the chief marketing officer at a multibillion global financial services firm received a cryptic email from him with the subject line “The Trouble with CMOs.” The CMO began by meeting with her direct reports. Don Farrall/Getty Images.

CFO 8

CFO CEO Agility Marketing 8

Harvard Business Review

MARCH 7, 2017

The dispatch included disturbing and potentially illegal managerial activities, such as Fowler’s boss telling her she could be fired for reporting the behaviors. As Pete Ramstad and I note in Beyond HR , leaders often have far better developed frameworks for the value proposition of the finance function than for HR.

Compliance 10

Compliance Hedge Human Capital Finance 10

Harvard Business Review

JUNE 18, 2014

There are instances when it might be perfectly legitimate and value enhancing to issue earnings guidance in an effort to inform the market about material disruptions, shifts in the business model etc., At a macro level, there is evidence that it negatively influences analysts’ reports, thereby distorting the market.

Short-term 8

Short-term Long-term How To CFO 8

Harvard Business Review

JANUARY 4, 2011

Roughly, I'd suggest that they're strategy, marketing, finance, and the rest of the drear, dismal, passionless stuff that makes most of us snooze through meetings and dread the arrival of Monday morning, dilberting our joint prosperity, perpetually disappointing our ever-more apathetic customers, and gleefully embezzling from the future.

Organization 15

Organization Finance Senge Long-term 15

Harvard Business Review

JULY 31, 2017

That’s because as organizational structures become more fluid and reporting relationships become more project-based, the very notion of what constitutes a particular role within an organization is being rethought and revised more often. One executive we know was a regional leader in a large, multinational organization.

360-Degree Feedback 8

360-Degree Feedback Execution Real Estate Executive Coaching 8

Harvard Business Review

SEPTEMBER 23, 2014

When I do get a name, it often differs depending on who I asked—a marketing executive points to one person, while finance identifies someone else. Analytics requirements can span business units, database and analysis systems, and reporting hierarchies. Where should the CAO report? That isn’t good.

Company 8

Company COO Information Technology CFO 8

Harvard Business Review

OCTOBER 18, 2018

It had been a long day at the company’s Birmingham, England, headquarters, and in the early evening the two were going over the evaluations of each of Lance’s direct reports. Lance was struck by what he saw in CFO Damon Ewen’s file. His CFO and his sales chief had been at loggerheads for a while. Lance sighed.

Case Study 12

Case Study Team CFO Merchandising 12

Harvard Business Review

AUGUST 30, 2017

Since its founding just eight years ago, Uber has become one of the best-known brands in the world, has presence in over 80 countries, has market share reported at 77% in its core U.S. It was the pioneer in social networking, arguably one of the highest-potential markets ever.

CEO 12

CEO IPO Energy COO 12

Harvard Business Review

SEPTEMBER 23, 2014

” When I do get a name, it often differs depending on who I asked—a marketing executive points to one person, while finance identifies someone else. Analytics requirements can span business units, database and analysis systems, and reporting hierarchies. Where should the CAO report? That isn’t good.

Company 8

Company COO CFO Analysis 8

Harvard Business Review

AUGUST 5, 2016

Under this financing structure, the company contracts to buy kilowatts, not the turbines and panels. They had framing conversations with the CEO and CFO early on to discuss any financial or operational challenges. Well over half the respondents reported that three or more corporate functions were “key decision makers.”

Energy 8

Energy Industry Finance CFO 8

Harvard Business Review

FEBRUARY 10, 2015

How well are those efforts reported to your investors? That may be changing as “enhanced” or “integrated” reporting gains momentum across the globe. Japan’s Ministry of Economy Trade and Industry published The Ito Review in 2014 which points to integrated reporting as a way to combat “short-termism.”

Human Capital 8

Human Capital CFO Banking Report 8

Harvard Business Review

JULY 17, 2017

Eastman Kodak is the textbook case for failing to prioritize an innovation agenda; business schools around the world study the ramifications of the company’s ill-fated decision to ignore the digital photography market until it was too late. The Future of Financial Services. Insight Center. Crossing the Digital Divide.

Industry 11

Industry Short-term Planning Long-term 11

Harvard Business Review

JUNE 25, 2015

This is not a CTO role or a role that reports to the CEO. You have the charm, charisma, enthusiasm, hard work, and marketing mind to encourage and drive your teams to think anything is possible. This means managing entrepreneurs who can navigate trends and market behaviors. ” You believe anything is possible.

Entrepreneur 8

Entrepreneur CTO Business Model CEO 8

Harvard Business Review

MAY 27, 2014

What was so horrible about publicly traded companies that he’d consider being a CEO again, but only if he could avoid public markets? In the cover story of the latest Bloomberg Businessweek , Nick Summers reports that many IBMers now refer to what is officially called Roadmap 2015 as “Roadkill 2015.” Short answer: no.

Stage-Gate 8

Stage-Gate Strategic Planning Welch CFO 8

Harvard Business Review

SEPTEMBER 22, 2011

Pep Boys, a US auto parts store chain, reports in its proxy statement that customer metrics are now an important part of its executive compensation system. Your CFO and finance team can take a leadership role here. We have all this data," one perplexed executive reported. One direct marketer learned this the hard way.

Incentives 10

Incentives Sample Customer Loyalty Metrics 10

Harvard Business Review

JANUARY 30, 2013

In March 2000, Barron's reported that 51 Internet companies were burning cash so fast that they'd be broke by the end of the end of the year. That opportunistic approach to financial markets has defined Amazon since it went public in 1997. billion bond issue just before the debt-market meltdown of autumn 2008. Nice timing, huh?

Training 9

Training Bond Christensen Long-term 9

Harvard Business Review

DECEMBER 8, 2016

Listening, Derek Melis, his friend and CFO, was relieved. Contect’s head office had discovered the fraud only after someone anonymously sent Rogier thumb drive containing a Russian news report that the park was still barren land, despite what the Russia office’s books said. Now Vera was getting worked up.

Case Study 8

Case Study Decentralization CFO Construction 8

Harvard Business Review

SEPTEMBER 11, 2017

Along the way, I’ve talked to hundreds of founders, sales and marketing leaders, customer success VPs, and front-line reps about how to build a customer-first SaaS organization. Your #1 focus at this stage is product-market fit. For support, add metrics like issue categorization and response/resolution time to your reporting.

Metrics 14

Metrics Engineering Efficiency Learning-by-Doing 14

Harvard Business Review

AUGUST 15, 2013

They resist getting their hands dirty alongside the CIO, even though many of them will readily get down into the mud of a balance sheet with the CFO or strategize the details of global brand issues with the CMO. Boards should require that CEO candidates demonstrate not just knowledge of finance and marketing but also a technology aptitude.

CEO 8

CEO CIO Technology CFO 8

Harvard Business Review

JANUARY 7, 2011

When tradeoffs had to be made, solid departmental reporting relationships trumped dotted process relationships. The wishes of a functional head such as CFO, CMO, or company President won out over a Process Owner of Order-to-Cash. How many times have you heard "I'm a finance person" or "I'm a marketer"?)

Process 15

Process Champy Competitive Advantage Hammer 15

Harvard Business Review

DECEMBER 11, 2018

If you or I were the CFO of a manufacturing company, and we were in a board meeting, and the board asked, “What is your manufacture and capacity utilization?” People continue to report that work is complex, and they really don’t know what they’re supposed to do, and they don’t know what their peers are doing.

Content 8

Content Crisis Apparel Learning-by-Doing 8

Harvard Business Review

MAY 23, 2012

Second, the formal head of the risk management function reported directly to Mr. Dimon and was part of the executive team with continual access to the company's board of directors. First, CEO Jamie Dimon was widely acknowledged as the "ultimate chief risk officer of the bank." But was it?

Risk Management 9

Risk Management CIO Management Banking 9

Harvard Business Review

OCTOBER 11, 2013

Competitive products came on the market, but none were as popular as the Express. Terranola’s market cap skyrocketed to $8.1 It seemed that many market players, notably Jeremiah Hughes, thought the Terranola story was too good to be true. As CFO, A.J. At the stock’s peak, nearly a third of shares were sold short.

Case Study 8

Case Study CFO Hedge PR 8

Harvard Business Review

SEPTEMBER 21, 2015

Lotta Tindal, the chief marketing officer for the Dutch hospitality group Ervaring Hotels & Resorts, hadn’t wanted to come to the presentation, but Gerard Bakker, Ervaring’s CFO, had twisted her arm. But Lotta wasn’t yet ready to gamble a significant portion of her marketing budget on it. Dan continued.

Case Study 8

Case Study Travel Hotels NPV 8

Harvard Business Review

FEBRUARY 25, 2014

We’ve barely spent anything on marketing, because they do it all for us.” She explained that BrainGame’s current backers had been asking about growth plans, and Lena was pitching new groups for a new round of financing in two weeks. Later that day Guy Renou, BrainGame’s CFO, sat down in Lena’s office. The numbers are all there.

Company 8

Company CFO Proposal Engineering 8

Harvard Business Review

AUGUST 22, 2014

company takes on the legal identity of foreign subsidiary, usually in order to reduce its taxes — has become about as controversial as corporate finance topics get. The second source of revenue is trying to change the fact that corporations report large profits to the capital markets and relatively small profits to tax authorities.

Globalization 8

Globalization CEO System Offshoring 8