The CFO tech pivot: embracing the right solutions to steer the course

CEO Insider

License and Republishing: The views expressed in this article The CFO tech pivot: embracing the right solutions to steer the course are those of the author Anant Kale alone and not the CEOWORLD magazine.

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Interviewing a CFO? Here are 4 questions you need to ask.

CEO Insider

If you are an investor or executive leader at a company, particularly in the middle market, chances are you spend time sourcing candidates for the C-suite on a regular basis—as growth often demands leaders with specific skill sets along the trajectory.

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The Top Five Dashboards Every CFO Should Review Daily

The Kini Group

The CFO’s responsibilities have migrated far from the typical numbers focus and cost analysis to growth strategy, sales tactics, and even human resources. This evolution of the role of CFO has created a demand for more oversight. To truly stay on top of profitability performance, here are the top five CFO dashboards every financial leader should have in hand at the start of their workday. CFO Dashboard 1: The Sales Team’s Progress Toward Margin and Volume Goals.

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Your Company’s Next Leader on Climate Is…the CFO

Harvard Business

Changes in tools, teams, regulations, and markets are putting sustainability in the hands of the finance department. Sustainability Social responsibility Business models Supply chain Motivating people Government Digital Article

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How the CFO and General Counsel Can Partner More Effectively

Harvard Business

What receives far less attention is that, more and more in our increasingly complex, volatile, and fully-globalized business world, the effectiveness of such action depends on a powerful partnership between the Chief Financial Officer (CFO) and the General Counsel (GC). As a result, the optimal CFO-GC alliance is now much more like a peer relationship, jointly coordinating and overseeing fundamental corporate issues of performance, compliance, ethics, risk and governance, and organization.

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B2B versus B2C Marketing Adjustments

Coaching Tip

One of the biggest differences between B2B and B2C worlds is marketing. Many successful marketing leaders have a difficult time making the required adjustments to be successful. . While the fundamentals of marketing are universal , there are three key factors that require different applications of these fundamentals. Books Failure Skills Success b2b b2b executive playbook b2c branding geehan group marketing sean geehanBy Guest Author Sean Geehan.

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Robert Sher: Part 2 of an interview by Bob Morris

First Friday Book Synopsis

He has published extensively on the successful leadership traits of CEOs of mid-market companies. Rob Sher is founding principal of CEO to CEO, a consulting firm of former chief executives that improves the leadership infrastructure of midsized companies seeking to accelerate their performance. His first book, published in 2007, is The Feel of the Deal: […].

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Robert Sher: Part 1 of an interview by Bob Morris

First Friday Book Synopsis

He has published extensively on the successful leadership traits of CEOs of mid-market companies. Rob Sher is founding principal of CEO to CEO, a consulting firm of former chief executives that improves the leadership infrastructure of midsized companies seeking to accelerate their performance. His first book, published in 2007, is The Feel of the Deal: […].

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Communication strategies for the newly promoted executive

CEO Insider

Over the years in his career as the global research director of Deloitte LLP’s CFO Program, Ajit Kambil has seen countless examples of executives being promoted to C-Level positions without having the tools needed to communicate their visions to their stakeholders. “As

Advice for Marketing Executives During Tough Times

Marshall Goldsmith

Q: Do you have any specific suggestions for marketing executives in this challenging climate? During hard times companies often cut back on marketing budgets. As business becomes more competitive, marketing executives face increasing pressure to demonstrate the value that their function is adding to the firm. This can lead to a crisis of credibility and a loss of power for the marketer. Driving revenue hinges on alignment of marketing with sales and other functions.

Morning Advantage: Take My CFO, Please

Harvard Business Review

Preston has his doubts: cloudy online economics and the power of print in marketing make a digital-only future still seem somewhat suspect in the near term. At first blush, it sounds like something straight out of the mind of Scott Adams, but John McCallum's guide to management one-liners in the Ivey Business Journal has its sincere merits.

A Refresher on Marketing ROI

Harvard Business

Companies spend a lot on marketing communications. And more fundamentally, does marketing actually work? Marketing ROI analysis can help answer those questions. I talked with Jill Avery, a senior lecturer at Harvard Business School and coauthor of HBR’s Go To Market Tools , about this concept and what it tells leaders about their spending on marketing. What is Marketing ROI, and How Do Companies Use It? Juan Díaz-Faes for HBR.

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Mobile Payments and the 'Wow' Factor: Q&A With Square CFO Sarah Friar

Harvard Business Review

While marketers strategize heavily around how to help consumers decide what to buy, how much time do they spend thinking about how they will pay? This area of innovation is where mobile payment companies want to play, especially in markets where such technology is less than ubiquitous. We asked Square''s CFO and Operations Lead, Sarah Friar , for perspectives on this technology, what it means for marketers, and how to manage in the world of mobile innovation.

The Benefits of a Chief Transformation Officer for Growth

N2Growth Blog

Vrio Corp has been committed to following market trends and increasing its value proposition through transformation: investing in technology and content aligned with the consumers’ habits, emphasizing the next generation.

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Data Can Do for Change Management What It Did for Marketing

Harvard Business

Housing market price changes can be more accurately predicted from analysis of Google searches than by a team of expert real estate forecasters. There has been a rapid uptake in health care, consumer marketing, crime reduction, agriculture, scientific research, and many other areas. Just as the discipline of marketing has transformed from soft to hard science in the past 20 years, so too will the practice of change. Neasden Control Centre for HBR.

These Are the People You Need on Your Startup Team

Chart Your Course

Business leadership researchers tell us that the best traits for your CFO are emotional stability and global ethics. In the days after the Sarbanes-Oxley Act of 2002 (SOX), a chief executive cannot hide behind the acts of the CFO. If your CFO is doing something financially shady, SOX says that he is either doing it with you or to you. Your CFO should be Captain America with the emotional range of a rock.

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My Best Blogs of 2011

In the CEO Afterlife

I began blogging about leadership, strategy, marketing and life last February. You’re Not a Real Marketer until You Create a Brand [link]. For as long as I can remember, the person bonded to the CEO’s hip was the CFO. Branding Human Resources Leadership Life Marketing Strategy blogs Business Crisis ManagementFrankly, I wasn’t sure whether I could maintain the pace of one blog per week. But as the year closes, I realize that I’ve posted 54 blogs.

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Steps in a Buying Decision

Strategy Driven

Mention your thoughts to the VPs of Sales and Marketing as you’d all need to share budget. have a formal meeting with VPs of Sales and Marketing and the head of Technology (the 4 of you make up the foundation of the Buying Decision Team (BDT)) to discuss ideas to move forward and upgrade your site, including bringing in a web design vendor. meet with CFO (manages the Tech department). Agree to get CFO’s permission to at least consider external vendors.

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The Secret Button for Getting Your Ideas Approved

Strategy Driven

Below I’ve listed a few stakeholders and corresponding Core Ideas to pitch to them regarding the European market entry: VP of Sales: “We should enter the Italian and German markets because we can generate $XMM in sales.”. Chief Financial Officer: “We should enter the Italian and German markets because we can generate $XMM in incremental profits.”. I’m making a pitch for entering the Italian and German markets no matter who my stakeholder is.

Laura Berry Joins the Women on Business Social Media Team

Women on Business

Laura has 13 + years experience with Palo Alto Software (Eugene OR) in multiple roles including sales, customer service, customer support, and assistant to CFO. Women On Business News eugene social laura berry social media twitter marketing Women On BusinessI’m happy to announce that Laura Berry of Eugene Social is the new Social Media Coordinator for Women on Business.

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Avoid These Common B2B Content Marketing Mistakes

Harvard Business Review

It’s no wonder, then, that more than 90% of B2B sellers have turned to content marketing to help regain access to buyers in the early stages of the purchase process. The research, involving over 5,000 B2B purchase participants across 12 industries, uncovered three mistakes that undermine firms’ content marketing. Leah Quesada, VP of marketing at Xerox, and her team tell the story in this video.). Sales & Marketing Article

How Big Data Brings Marketing and Finance Together

Harvard Business Review

When Raja Rajamannar became CMO of MasterCard Worldwide in 2013, he moved quickly to transform how the credit card giant measures marketing. But the real power and full potential of data was not being fully realized by marketing. To spearhead analytic efforts, he assigned a finance person – who was already embedded in marketing – to create an ROI evaluation framework and integrated her deeper into the marketing function. The New Marketing Organization.

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Leading by Cause

Lead Change Blog

In their CFO Magazine piece, “ How An Obsession with Metrics Is Killing Your Company ”, authors Alexander Van Caeneghem and Jean-Marie Bequevort , write, “The quest for financial performance and the pressure to measure can corrode organizational cultures, narrow the focus of leadership, reduce intrinsic motivation, and support unethical behavior. But every numeric result – product development, marketing, sales, manufacturing, and distribution – reflects human behavior.

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CMOs, Build a Relationship with Your CFOs

Harvard Business Review

An article published in indicates that in one study, more CMOs report sharing marketing information with their CFOs than CFOs reported receiving. In that same study, most CFOs believed that marketing could have a positive impact on profitability but 40% of them didn't know if CMOs were even trying to do so. But this makes the still lingering CMO-CFO disconnect even more significant, as both executives are now stewards of that critical corporate data.

The Seven Signs of Great Leadership

Great Leadership By Dan

As Craig’s CFO and CAO, I always appreciated this leadership style. Build great teams In the early dark days as CFO of Footlocker, we had a struggling company that was deeply in debt. Be an engaged listener As a young executive and newly appointed CFO, I was fortunate to work for Jim Hageman. Prior to founding Gideon Advisors, he was the Executive VP and CFO at Yankee Candle Company, Cushman and Wakefield, and Foot Locker, Inc.

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What Should You Pay Attention to During This Pandemic?

Lead Change Blog

This fantastic news has deservedly boosted the stock market, and lots of companies are shifting to retract planned staff and budget cuts. When I met James as well as the company’s CEO and CFO over Zoom, I told them that we should admit that COVID-19 seriously interrupted our world and will not disappear anytime soon. Are you confused about what you should pay attention to during these difficult times?

The Unexpected Realities of Being an Entrepreneur

Lead Change Blog

You cannot dare do the same thing as an entrepreneur when you are still the HR manager, marketing guru, office manager, janitor, tech guy, sales staff, CFO and CEO. How interesting is it to start your own business? Many people say they wish to own their own businesses. Sometimes people tell me, “You must be so lucky,” or “it must be a relief to be out of the rat race.” The truth is that none of these statements are true.

Why Underdogs Win (More Often Than They Should)


We look back on it as a genius idea, but the market at the time wasn’t so sure. One random day, the CFO’s office in Dallas reached out and told Hastings and company (based in Silicon Valley) that they could meet tomorrow morning. It was a non-starter for the CFO.

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CEOs: Don't Sabotage Your Successors

Marshall Goldsmith

A CEO asked me to coach his potential successor, the CFO. It didn't take long before I just felt that the CEO just didn't like the CFO. I brought it to his attention: "I just don't think you like the CFO." A SINGLE DETRACTOR I worked with the CFO for more than a year, and all but one of his raters said they saw him as making great improvements in interpersonal relationships. However, the CEO now concluded that the CFO lacked the "adequate marketing skills."

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The Big Shift: Demand for Future Work Skills in 2021

HR Digest

Workers who adapt and grow with the organization in a time of accelerated change will be able to launch products and services that meet market needs. When I was a technology marketing exec in 2009, I heard the words nurture marketing. Digital marketing and strategy specialists.

4 Keys For Bringing Out The Best From Introverts

Tanveer Naseer

He has observed in many companies that a C-suite team represents a balance of types , for instance, an introverted CEO who chooses an extroverted CFO to bring strengths to the table that he or she doesn’t have. “On Kate Rodriguez is a former senior career search researcher and government analyst who covers career development and higher education marketing for The Economist Careers Network. The following is a guest piece by Kate Rodriguez.

Lessons Learned from Twenty Years of Developing Leaders

Next Level Blog

A number of them have brought me back to work with them again as they move to their next level like from CFO to COO or, in another example, several times over the years as the leader moved from VP to SVP to business unit president to, finally, CEO of his company.

Developing The CEO Within You.

Rich Gee Group

What are the market forces at work – are they playing fair or are they slowly (and possibly illegally) undermining your position. For some positions (CFO, CIO), all their hard work to make it to the table is now useless when they need to use skills other than IQ: Communication – Communicate clearly and concisely. You’re moving on up.

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To bid or not to bid? That is the question.

Strategy Driven

Make an appointment with the CFO. Marketing & Sales buy gitomer buygitomer Jeffrey Gitomer marketing and sales strategydriven “They get bids for everything and always take the lowest bid.”. They send out an RFP and I can never speak to the decision maker.”. “We’re We’re becoming a commodity. All they do is take the lowest bid.”. “It’s It’s the government. They have to take the lowest bid.”. Many companies have become smart buyers, but many have become too smart.

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Why Underdogs Win (More Often Than They Should)


We look back on it as a genius idea, but the market at the time wasn’t so sure. One random day, the CFO’s office in Dallas reached out and told Hastings and company (based in Silicon Valley) that they could meet tomorrow morning. It was a non-starter for the CFO.

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Be Like Water: 3 Martial Arts Lessons for Negotiation

Strategy Driven

He was President, CFO, General Counsel, and the second largest shareholder of PDS Tech prior to its purchase by AKKA Technologies. In the struggle between the stone and water, in time, the water wins. ? Japanese Proverb. You may wonder what martial arts and negotiation have in common.

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Deep Motivations, Not Competencies, Drive Leadership Performance

The Empowered Buisness

For example, A successful CFO is likely to have such MAPs (Motivation and Attitudinal patterns) as — strong motivation toward procedures over options; a preference for solving problems over focus on goals; and a high past time orientation that drives focus on traditions, past experience and benchmarks. A successful CMO (Chief Marketing Officer) is likely to have such MAPs as – strong motivation toward options (ie., What if….

4 Questions to Ask to Select the Best Executive Search Firm

Great Leadership By Dan

Put it this way: just because an agency placed a technical Project Manager at a software company doesn’t mean they can find the right Chief Financial Officer or Director of Marketing in the same industry.

The Market Wants Apple to Unveil a Time Machine

Harvard Business Review

In 2004, Apple's CFO, Fred Anderson, left the company. There are other markets waiting to be disrupted, for sure. If you want a brilliant lesson in focus and discipline, watch Tim Cook right now. Some investors are dissatisfied with Apple. I think it's more a case of their being dissatisfied with their own lives and expecting that Apple's next product will fix everything. The constant refrain is that Apple has not introduced a disruptive product since Steve Jobs passed away.


How One CMO Revamped Her Role

Harvard Business

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.” As she sat across from the CEO, he asked her whether she thought she had the right role to maximize marketing’s impact. She explained the new vision for the marketing function: To drive the company toward more growth with more accountability.

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Leadership and Product Management

Lead on Purpose

Product managers need to provide direction for how a product should be built, and through your understanding of the market, give them assurance they are building the right product. Marketing: When most people hear the word ‘marketing,’ the duties of PR and marcom are how they usually interpret it. It’s crucial for product managers to work with marketing to ensure they understand the new product and know what it’s capable of doing.

Even “bad” cultures get some things right

Surviving Leadership

At this meeting, employees heard from the CEO, CHRO, General Counsel, COO, CFO, CMO, and any business leaders spearheading a major initiative. The CFO update in particular was excellent – we learned how the company measured financial success, how to read a basic P&L, and what variable costs employees could help control in their jobs.

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Communicating at All Levels of the Organization | Survive Your.

Survive Your Promotion

CFO – Three words… cost benefit analysis. The shorter the time period over which a project will pay for itself, the more likely the CFO will be interested in hearing more about it. Maybe you will be adding new staff for this project (in which case you need to involve HR and IT at a minimum) or perhaps it’s a new product so Sales/Marketing need to be on your side. Survive Your Promotion!