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In this week’s episode of CFO 4.0, host Hannah Munro sits down with Tom Miller, Finance Director at Illuma Technology, to discuss the critical role of finance leaders in both crisis management and everyday operations. From navigating the challenges of COVID-19 to mastering cash flow and cost control, Tom shares invaluable lessons that every finance professional can apply.
Key topics include:
Discover how Tom’s journey from big four training to startups shaped his approach to the CFO role.Insights on building resilience and demonstrating leadership during the volatile COVID-19 period.Learn Tom’s strategies for ensuring cash flow stabilityPractical advice on negotiation with suppliers, landlords, and even tax authorities to maintain financial health.Explore Tom’s methods for enforcing cost discipline and incentivising budget adherence within the organisation.How finance can be more approachable, service-oriented, and add strategic value across the organisation.Links mentioned:
Tom's LinkedinLearn more about Illuma TechnologyTom's Book Recommendation: Never Split the Difference: Negotiating as if Your Life Depended on It By Chris Voss Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of CFO 4.0, Hannah Munro is joined by Phil Richards, CFO of GiG, to delve into his journey to CFO and the complex path of taking a company public. Phil shares his experiences and insights from leading GiG’s IPO on the Swedish First North, discussing the planning, challenges, and strategic choices involved.
Here’s what you can expect:
Phil discusses what makes the gaming industry unique and why it continues to be an exciting and evolving space.Insights into the decisions and steps that took GiG public, including splitting from a parent company and selecting the Swedish First North market.How GiG navigated complex regulatory, tax, and investor expectations.The role of a CFO in maintaining investor interest post-IPO, balancing growth targets, and keeping the company’s story fresh.Phil shares practical advice on choosing the right stock exchange, managing advisors, and aligning teams for IPO success.Links mentioned:
Phil's Linkedin Learn more about GiG Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of Financial Transformation Live, hosted by Hannah Munro, we dive into the essential strategies for building a sustainable and future-proof financial reporting architecture. Whether you're navigating reporting for the first time or refining an existing structure, this session covers critical insights and best practices to ensure longevity, flexibility, and clarity in your financial data systems.
Understanding and Gathering Reporting RequirementsDesigning with Your Business Model in MindAssessing and Aligning Data Structures with System CapabilitiesValidating Input Processes and PermissionsIntegrating with Existing Systems and Future-Proofing StructuresKey Dos and Don’ts for Reporting Architecture
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October FTL: Financial Transformation Live: Building a Future Proofed Reporting ArchitectureRevisit previous Financial Transformation Live sessions CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of CFO 4.0, Hannah Munro sits down with Tatiana Okhotina, CFO of Token, to explore her journey in FinTech and discuss key challenges in scaling global finance teams in a rapidly evolving industry. Tatiana shares valuable insights into building diverse, high-performing teams and balancing the unique demands of a growing FinTech company.
Tune in to hear about:
Key considerations when scaling finance teams globally, especially in regulated industries.How FinTech companies differ from traditional tech businesses in terms of complexity, risk, and compliance.The role of communication and cultural understanding in managing remote, global teams.Tatiana’s approach to building relationships within her team and with the board.How sustainability and ESG initiatives play a vital role in FinTech and her passion for building sustainable businesses.Links mentioned:
Tatiana's LinkedinLearn more about Token Tatiana's Book Recommendation: The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of CFO 4.0, Hannah Munro sits down with Byron Cowie, Director of Finance at Elliptic and former Head of Reporting and Control at Luno, to discuss his incredible journey across two innovative fintech companies. Tune in as Byron shares his experiences in scaling teams, managing volatility, and navigating the world of crypto exchanges.
Key topics covered in this episode:
Byron's transition from traditional finance roles to scaling Luno, a global crypto exchangeThe importance of the right hires, scalable finance systems, and the challenge of maintaining financial controlHow Byron and the Luno team navigated the volatile nature of the crypto marketBuilding effective controls, team onboarding, and communication strategies Byron’s move to blockchain analytics, focusing on how his experiences at Luno have shaped his approach in his new role.Links mentioned:
Byron's Linkedin Learn more about EllipticByron's Book Recommendation: In Math We Trust By Simon Dingle Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of CFO 4.0, Hannah Munro is joined by Alex Baulf, VP of E-Invoicing at Avalara, to discuss the growing trend of electronic invoicing and how it is reshaping businesses globally.
Alex shares valuable insights into the current and future state of E-Invoicing across Europe, the US, and beyond, offering CFOs and finance leaders essential advice on how to prepare for upcoming changes.Key points covered in this episode:
What is E-Invoicing, and why is it gaining traction globally? Differences between the US and other countries, and the efforts of the Digital Business Network Alliance (DBNA).Why tax authorities are pushing for E-Invoicing to close the VAT gap and improve tax collection.How E-Invoicing can lead to faster payments, reduce costs, and streamline operations.What CFOs need to consider now, as the UK prepares to follow the global trend of E-Invoicing mandates.How finance teams can get ready for E-Invoicing by assessing their data, technology, and compliance strategies.Links mentioned:
Alex's Linkedin Learn more about Avalara Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of CFO 4.0, Hannah Munro sits down with Brad Channer, CFO at UBIO, to discuss the challenges and strategies of scaling and fundraising in fast-growing companies. Brad shares his unique journey from acting to finance, alongside valuable insights on how to lead, communicate, and navigate the world of Series A funding and beyond.
Key highlights include:
From actor to CFO, lessons learnt from the entertainment and tech industriesChallenges and best practices for managing Series A and Series B funding roundsBalancing growth expectations with realistic targets in fundraisingHow understanding different communication styles (including love languages!) can improve relationships with founders, investors, and teamsTips on managing expectations, fostering collaboration, and maintaining trustHow to identify and manage narcissistic founders, with advice on protecting yourself emotionallyLinks Mentioned:
Bradley's LinkedinLearn more bout UBIO Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of CFO 4.0, Hannah Munro, Managing Director of itas, shares her extensive experience in financial transformation and project implementation. Learn how to ensure the success of your next financial transformation project by following best practices and avoiding common pitfalls.
A refresher on Kotter’s Change Cycle and how it applies to financial transformation projects.Pre-implementation activities Insights on dealing with team resistance, capacity management, and team buy-in.Key phases of successful financial system implementationTraining and testing tips to ensure smooth onboarding and successful adoption of new systems.The importance of data migration and how to ensure accuracy in your new system.How to navigate the go-live phase with a proactive approach and risk management.FAQs on common concerns like hiring external resources, testing schedules, and building super users.
Here’s what you’ll discover in this episode:Links mentioned:
September FTL: Ensuring a Successful Finance Systems Implementation ProjectRevisit previous Financial Transformation Live sessions CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of CFO 4.0, Hannah Munro speaks with Jeremy Earnshaw, Founding Director of Clarendon Executive Coaching and Mentoring, about his journey from CFO to executive coach, and the soft skills crucial for senior finance leaders. Together, they explore how CFOs can navigate leadership challenges, stakeholder management, and complex financial situations.
Key topics covered in this episode include:.
The transition from CFO to Executive Coach and Mentor, and the value of coaching for finance leaders.Managing stakeholder relationships, including high-powered investors and board members.The importance of clear, concise board presentations and how to manage differing stakeholder expectations.Real-life lessons from Jeremy’s experience with acquisitions, liquidity crises, and credit crunch challenges.Strategies for delivering both good and bad news effectively to stakeholders.The balance between supporting the CEO and fulfilling the role of a CFO, especially in challenging situations.Links mentioned:
Jeremy's Linkedin Learn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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Join Hannah Munro, as she speaks with Josh Schenker, CFO of Aditude, about his journey in the world of strategy consulting, corporate development, and now scaling startups. In this episode of CFO 4.0, Josh shares his experience raising capital, navigating acquisitions, and the evolving role of the CFO.
Key Takeaways:
Lessons learned during the pandemic and how to target investors strategically.How Aditude evaluates and executes acquisitions, including key criteria for selecting target companies.A deep dive into the multi-faceted due diligence process for both buyers and sellers.Top Tips for CFOs: How to prepare for fundraising, acquisitions, and scaling operations.The importance of aligning people and culture during the M&A process.How to build processes that allow for seamless integration of new businesses.Links mentioned:
Josh's LinkedinLearn more about Aditude Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of CFO 4.0, host Hannah Munro highlights the common reasons why finance technology projects often fail. With insights from years of experience in financial transformation, Hannah shares real-world examples and practical advice to help you navigate your next project successfully.
Key topics covered include:
How to avoid heading in the wrong direction by setting the right goals.Why breaking your project into manageable phases leads to better success.Why it’s essential to optimise your processes, not just automate them.Understanding how different attitudes towards change impact your project.Why clean data is critical for your project's success.Links mentioned:
Hannah's LinkedinLearn more about itas solutions Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of CFO 4.0, Hannah Munro talks about the art of presenting a compelling business case for financial transformation. Whether you're aiming to gain executive buy-in or refine your strategy, this session is packed with actionable insights to help you succeed.
Key topics covered:
Learn the essential components that make a business case compelling and effective.Explore the importance of justifying the need for transformation, especially in today's volatile environment.Discover how to present multiple options, including the risks of inaction, to ensure informed decision-making.Get insights on calculating the total cost of ownership and the importance of including resourcing costs in your proposal.Understand the benefits of a phased implementation approach and how to set realistic timelines and expectations.Learn how to identify and mitigate risks associated with financial transformation projects to build confidence in your plan.Find out how to plan out an effective technology implementation project and ensure a smooth transition.Links mentioned:
August FTL: Presenting The Business CaseRevisit previous Financial Transformation Live sessions CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback surveyBusiness Case Template Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of CFO 4.0, host Hannah Munro is joined by Aaron Harris, Global CTO of Sage, to explore the transformative power of AI and technology in the finance sector.
This insightful conversation covers:
How technology is shifting CFOs from record-keepers to strategic leaders.The role of AI in automating workflows and enabling digital transformation.How to ensure confidence in AI-driven systemsBeyond AI, what other innovations are shaping the future of finance?The rise of digital networks and the global shift towards e-invoicing.Where AI excels and where human judgment remains crucial.Links mentioned:
Aaron’s LinkedinLearn more about SageSage’s report: The secrets of successful CFOs Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this weeks episode of CFO 4.0, Hannah Munro sits down with Luigi Testa, CFO at LinkSquares, to discuss his journey and the incredible growth story of LinkSquares. Luigi shares his insights on transitioning into the CFO role, navigating funding rounds, and scaling the finance function within a rapidly growing company.
Key points covered:
The importance of strategic finance skills over traditional accounting backgrounds in the CFO role.Insights into the Series A to Series C funding processes, including investor expectations and maintaining clean financials.Common challenges during rapid growth and the importance of resilience and problem-solving.Key financial metrics and unit economics crucial for SaaS companies and how they evolve.Strategies for hiring the right talent and balancing process and control with growth objectives.Links mentioned:
Luigi's Linkedin Learn more about LinkSquaresLuigi’s Book Recommendation: The 12 Week Year: Get More Done in 12 Weeks than Others Do in 12 Months Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this weeks episode of CFO 4.0 join Hannah Munro as she interviews Alex Ladd, CEO of Mindstream Analytics, Discover key insights and strategies for successful financial transformation projects.
The importance of customer involvement and realistic expectations.How to identify data issues through process evaluation rather than just data accuracy.The critical role of change management in the success of transformation projects.The importance of ongoing investment and seeing technology as a journey, not just a project.How performance management tools have evolved and the impact of AI and machine learning.The necessity of clear communication and setting expectations with all stakeholders.
In this episode, we cover:Links mentioned:
Alex's LinkedinLearn more about Mindstream Analytics Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of Financial Transformation Live, hosted by Hannah Munro, we look into the practical aspects of calculating the financial benefits of your new transformation project. This session is inspired by a listener’s request for a more detailed example of building a financial business case.
Key points covered include:
Learn how to estimate the financial ROI over a five-year periodUnderstand the value of better reporting and analyticsDiscover methods to measure time saved and efficiency gainsAssess the impact of better credit control and customer portal implementations on cash flowEvaluate the financial impact of mitigating risks such as fraudLinks mentioned:
July FTL: Calculating the Financial Benefit of Your New Transformation ProjectRevisit previous Financial Transformation Live sessions Register for August'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! -
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In 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! -
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In 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.
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 terms
Key Discussion Points:Links 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! -
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In 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.
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.
Topics covered include:Links mentioned:
Hannah’s LinkedInPaul’s LinkedInLearn more about itas Solutions Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In 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.
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.
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Michelle's LinkedinLearn more about The Lowry Theatre Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! - Vis mere
