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Beyond the balance sheet, what strategies do CFOs in the fast-moving consumer goods industry deploy to stay ahead in a rapidly evolving market?
In this episode, Claire Caulliez, CFO at Nestle Italy & Malta, gives David McClelland a behind the scenes insight into the unique challenges finance leaders face in an industry driven by high volume and fierce brand loyalty.
Claire’s strategies for smart sourcing, hedging, and agile pricing are not just tactics but essential tools for sustaining consumer attention and ensuring product availability. Highlighting how agility in financial planning is paramount amidst whirlwind changes in buying tastes and commodity prices, Claire explains that much like managing personal finances, it's about distinguishing between essentials and expendables.
Discussing the broader role of a CFO in fuelling growth, Claire advocates collaboration across departments including sales, supply chain, and HR, as being critical for transparency and risk management, while having the courage to be a change-maker within the organisation.
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Following the Chancellor’s Spring Statement, David McClelland is joined by an expert panel to explore how the Statement, alongside the wider economic landscape, will influence CFOs ability to plan, invest and drive confidence.
Baroness Ayesha Hazarika MBE, Oli Lawson, CFO at Sigma Sports, and Helen Ashton, former CFO of ASOS, discuss the economic context of Rachel Reeves' Statement and Labour's vision for economic growth. Hear their thoughts on the challenges and opportunities for enhancing the UK's business climate and attracting international investment, and strategies for building confidence in decision-making, drawing parallels to Ireland's success with corporation tax rates.
As we navigate the post-Brexit and post-Covid business landscape, the discussion highlights how businesses can manage current challenges and seize growth opportunities. Underscoring the critical role of CFOs and finance professionals in steering through market volatility with advanced planning tools and AI, our panel examines how government collaboration and investment in digital technologies, R&D, and workforce training, particularly in the construction sector, can create a resilient and thriving economy.
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Organisations are making bold bets on AI for the long-term, with 89% planning to increase or maintain their AI investments in 2025*. Moving beyond experimentation, organisations are now zeroing in on the bottom line - and it’s CFOs who are responsible for making sure these investments deliver real business impact.
In this episode, Monica Proothi, IBM Consulting’s Global Finance Transformation Leader joins David McClelland to discuss finance transformation and the role of AI in enhancing financial operations. They explore the changing landscape of finance, the importance of integrating technology, and the challenges organisations face in adopting AI.
With over 20 years of experience in finance transformation, partnering with CFOs at some of the world’s largest companies to drive growth and productivity, Monica shares insights on the need for clear strategy and collaboration across departments, the importance of bridging the skills gap and understanding barriers to change.
A passionate advocate for diversity and inclusion, Monica is dedicated to fostering an inclusive culture, serving as a champion for women in senior finance roles. The episode also explores the cultural and technical barriers faced by different industries and the significance of continuous improvement in finance practices.
*IBM ROI of AI Report December 2024
Find all episodes of The CFO Playbook here.
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In this episode of The CFO Playbook, David McClelland is joined by Jitesh Sodha, outgoing CFO of Spire Healthcare and a winner of the HotTopics Global CFO 100.
A seasoned, but initially accidental CFO with over 25 years experience including FTSE 250 NED (PZ Cussons) and PLC board experience, Jitesh candidly reflects on the influences of luck and timing in his career advancement, observing that many CFO positions arise from the necessity to address specific challenges within a business.
Rather than focusing narrowly on statistics or technical tasks alone, proactive decision-making has been front and centre over his quarter of a century as a CFO. Going beyond analysing the numbers, a broader approach of solving problems and building cooperative and collaborative relationships, has led to him leaving every organisation in a better place than when he joined it.
Throughout his tenure, Jitesh has witnessed first-hand how data has revolutionised decision-making. Reflecting on past practices, he recalls how businesses once relied on monthly data cycles, leading to delayed decisions and limited agility. Today, thanks to advances in technology, daily and real-time data empowers CFOs to make hundreds of decisions, accelerating progress even if some decisions don't always land perfectly.
Highlighting the impact of emerging technologies on finance leadership, he passionately advocates for the cautious deployment of responsible AI in enhancing operational efficiency to maximise benefits while managing risks.
As he prepares for the next chapter of his career in a range of non-exec roles, Jitesh is committed to mentoring future finance leaders, and is proud to have been honoured as a Global CFO 100 winner in his final year as CFO at Spire Healthcare.
Find all the episodes of The CFO Playbook here.
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In this episode, David McClelland is joined by Thomas Schindler, CFO at Allianz Global Investors to explore the evolving role of finance leaders in today's dynamic business landscape.
As Thomas shares in today’s episode, Asset Managers have a unique, if under-recognised, impact on the world around us – one that touches each of our lives.
A lawyer by training who previously served as the company’s General Counsel, Thomas discusses his journey to CFO, revealing how his legal expertise enriches his approach to leadership and decision-making in Finance.
He advocates for a collaborative culture within finance teams, where open communication and cross-functional partnerships lead to better decision-making and strategic growth. Hear how Thomas’ approach to making himself replaceable has allowed him to empower teams who innovate in their roles, ensuring that they add value to their organisation beyond traditional financial metrics.
The episode also explores highlights from Soldo’s 2025 Productivity at Work report, with Thomas reinforcing the necessity of continuous improvement in processes to avoid bureaucratic bottlenecks, ultimately positioning finance as a key enabler of business success.
Click here to download the report.
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Strategic leader, collaborator, innovator, and communicator – the role of a modern CFO encompasses all of these and more.
CFOs today are tasked with balancing financial expertise with creativity, guiding businesses through uncertainty, and building trust across their organisations.
But what does all of that look like in practice?
For this special episode of The CFO Playbook, we're joined by CFO of Soldo, Sacha Herrmann to discuss 6 lessons we have learned from world-class CFOs, finance leaders, and founders from some of the fastest-growing companies.
Hear highlights of interviews with -
Baron Anyngwe, Finance Director at We Are Fulfillmeant, shares his experience balancing risk and reward.
Giles Andrews OBE, co-founder of the world's first peer-to-peer lending business, Zopa, who invested heavily in machine learning.
Richard Dana, CEO of Tembo Money, shares the story of his first business venture in the volatile travel industry. The experience was harsh but valuable.
Huiming Chen, CFO at American biotechnology company Illumina, describes the ideal CFO as someone who operates seamlessly between strategy and operations, acting as a co-pilot to the CEO.
Helen Ashton, Former CFO of ASOS and now Founder of Shape Beyond, has a refreshing take on decision-making.
Mehjabeen Patrick, Finance Director at Arts University Bournemouth, emphasises the importance of being a transparent and inspiring communicator.
About Soldo:
Soldo is the proactive spend management solution that frees up businesses to accomplish more.
We champion the notion of Progressive Finance, because we believe in a decentralised approach to financial decision-making and greater spending autonomy for everyone. Over 25,000 organisations across 31 countries use Soldo to bring order, efficiency and agility to their decentralised spending, and empower the whole company to spend safely and responsibly.
By combining pre-programmed cards, a user-friendly app and a powerful spend management platform, Soldo enables decentralised spend decisions and frees everyone from tedious admin, while ensuring compliance.
Everyone gains back time to focus on the things that matter. For Finance teams, that means more time for the rewarding parts of your role, such as in-depth data analysis, defining overall business strategy, and implementing process improvements that empower everyone to achieving business goals.
Liberate Finance. Accomplish More.
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In this episode, Christopher Striano, Chief Operating Officer of Global Finance at Blackstone, joins David McClelland to discuss the impact of corporate culture on business success, from the perspective of the world’s largest alternative asset manager.
With over $1 trillion in assets under management, Blackstone invests in businesses across industries and geographies, including private equity, real estate, credit, and hedge funds. In this revealing discussion, we hear how global entities need to balance culture and strategy to attract and retain great talent.
Chris shares highlights from his 25-years at Blackstone; how the company has evolved from a small entity to a global powerhouse, while maintaining a cohesive and inclusive culture; and how it stayed true to its core values by embracing regional influences in its 26 offices across the Americas, Europe and Asia.
Highlighting a trinity of healthy competition, teamwork, and philanthropy in creating an engaged and unified Finance team, Chris puts his long-term career growth and job satisfaction down to nurturing relationships and great communication.
We also explore how integrating technologies and AI might be changing strategy for Finance teams, through strategic alignment, it doesn’t have to change culture.
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In this episode, David McClelland is joined by Myles Corson, EY Global and Americas Strategy and Markets Leader, Financial Accounting Advisory Services and host of the Better Finance Podcast, to discuss the evolving landscape for finance leaders amidst uncertainty and instability, termed the 'polycrisis'.
As we navigate a complex global landscape, marked by geopolitical tensions, inflation uncertainties, environmental changes leading to pressure on supply chains, and technological uncertainties, Myles explains how finance leaders can evolve from their traditional roles to become indispensable strategic partners within their organisations.
Amidst a world of rapid change and the relentless news cycles that shape our perceptions, we examine the role of technology in both contributing to and alleviating uncertainty. The rise of AI and digital transformation presents not just challenges but also unprecedented opportunities to redefine the role of finance. Hear how CFOs can balance short-term performance with long-term strategic investments, embracing innovation while managing risk.
As finance leaders become the compasses guiding their organisations, the importance of setting a clear direction and empowering teams with data-driven insights takes centre stage. Myles underscores the need for agile mindsets and strategic alignment to navigate this complex landscape, ultimately adding unparalleled value to organisations.
For more information about the challenges facing CFOs, read Myles' DNA of the CFO report.
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In this episode of The CFO Playbook, David McClelland is joined by Marie Joyce, CFO and COO of NTR, the trailblazing renewable energy specialist to discuss their mission to advance sustainable infrastructure by investing in wind, solar, and energy storage assets across Europe.
What exactly does it take to transform from toll roads to renewable energy? Marie reveals the incredible evolution of NTR, offering a rare glimpse into the strategic milestones that have defined the company, from its early investments in wind energy with Airtricity in 1999 to its current focus on wind, solar, and energy storage projects across Europe. We hear how NTR's diversification across various markets and technologies has cemented its leadership in the renewable energy sector.
Marie also shines a light on the pivotal decisions that set NTR apart, such as the shift from a US-centric approach to capitalising on the stable European market. She recounts the company’s transition to co-investing with institutional capital, a move that has significantly mitigated risk while expanding investment capabilities. Hear how advancements in technology have made renewable projects financially viable without government subsidies, and how strategic partnerships, such as with Legal & General Investment Management, have been instrumental in the company's growth.
Beyond the financial strategy, Marie lifts the lid on the human element that drives NTR’s success including initiatives to foster diversity and inclusion in the traditionally male-dominated sectors of engineering and finance. From flexible working arrangements to fertility leave, NTR's culture not only supports its workforce but also aligns with its ambitious climate goals.
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In this episode of The CFO Playbook, David McClelland is joined by Mark Freedman to explore the changing landscape of finance leadership, from crash to AI and beyond.
Mark started his career at Deutsche Bank before moving onto London Stock Exchange Group. Over three decades in the finance sector, he’s proved himself to be a transformational force ready to face down the challenges of a digital finance age.
Now in post as CFO of global money brand Travelex, Mark has been instrumental in making strategic decisions, providing steadfast resilience through a challenging era, following a much publicised cyber incident at the start of 2020.
Despite the negative headlines, Mark's tenure has embraced opportunities for growth. Empathising the strength of Travelex's brand and its extensive physical distribution network as key assets, Mark has faced questions about the relevance of “travel money” head on.
Highlighting the evergreen resilience of cash and the growth potential of digital cards, his current role has pivoted Mark from scorekeeper to decision-maker, with a deep understanding of business - using effective communication, and staying up-to-date with technology.
About Soldo:
Soldo provides company cards connected to a powerful management platform. Employees use Soldo cards to buy what they need for work without being out of pocket or going over budget. Finance teams use Soldo to distribute money instantly, while staying in control of who spends, how much, where, and on what.
Thousands of businesses, from small to large corporations including Mercedes-Benz, Sony, and Get Your Guide use Soldo to make their business spending simple and efficient.
To find out more or to book a demo, visit Soldo.
Chapters:
0:05:07 - Career Transition Reflections and Growth
0:09:03 - Career Progression in Banking Industry
0:15:04 - Era of Financial Innovation
0:18:25 - Finance Transformation Opportunity
0:22:52 - Business Journey Through Turbulent Times
0:34:25 - Future of Travel Money Changes
0:42:24 - Evolution of the CFO Role
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In this episode we look beyond the UK with guest Huiming Chen discussing the challenges and opportunities of leading finance teams across diverse geographies and cultures with host David McClelland.
In her current role as Europe Commercial CFO at Illumina, Huiming shares her expertise on acknowledging and bridging cultural differences, fostering open communication, and balancing structural preferences to enhance team performance. Hear her secret to effectively navigating cultural nuances and improve collaboration within a global finance team.
Gain a deeper understanding of the intricacies of feedback and communication styles in multicultural environments through Huiming’s personal journey from China to the US. We also explore the stark contrasts between Eastern and Western feedback approaches and the critical importance of timely, constructive feedback. Hear how small talk, such as the British habit of discussing the weather, plays a significant role in building professional relationships and how to adapt communication styles to fit different cultural contexts.
Huiming also provides insight on the future of finance and the evolving role of CFOs in the face of technological advancements. Emphasising the essential traits of successful CFOs and the importance of creating environments where diversity and innovation thrive, Huiming shares strategies to empower finance teams for innovation, balance operational and strategic responsibilities, and leverage AI technology for informed decision-making, ensuring effective global leadership and cultural adaptation in the workplace
Huiming will be judging the Global CFO 100 Awards 2024 by Soldo in partnership with HotTopics. This new award honours CFO’s who are driving transformative financial strategies and innovative business practices, shaping the future of finance. Entries close on 31st August 2024, for more information visit https://hottopics.ht/global-cfo-100-awards-nominations.
Chapters:
(0:00:00) - Global Cultural Challenges in Finance Leadership
(0:10:42) - Cultural Feedback and Relationship Building
(0:14:41) - Embracing Diversity in Leadership Roles
(0:22:38) - Future Traits of Successful CFOs
(0:33:53) - Empowering Future Finance Through Technology
About Soldo:
Soldo provides company cards connected to a powerful management platform. Employees use Soldo cards to buy what they need for work without being out of pocket or going over budget. Finance teams use Soldo to distribute money instantly, while staying in control of who spends, how much, where, and on what.
Thousands of businesses, from small to large corporations including Mercedes-Benz, Sony, and Get Your Guide use Soldo to make their business spending simple and efficient.
To find out more or to book a demo, visit Soldo.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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What do a retail powerhouse, a manufacturing giant, and a financial services titan have in common? According to our guest Helen Ashton, it’s the universal value of cross-sector experience. In conversation with David McClelland, Helen shares her fascinating journey through multiple industries, emphasising how diverse roles have armed her with unique insights and essential relationship-building skills.
A finance leader with over 30 years of dynamic experience, Helen's expertise is a masterclass on leveraging core finance skills to adapt and thrive in new environments. She shares the common challenges finance leaders encounter and the strategic importance of honing influencing skills to drive business success. From spearheading technological innovations to nurturing a young, diverse team, Helen’s time as CFO at online fashion giant ASOS is a testament to truly visionary leadership.
This episode also explores how innovative hiring practices and open-minded recruitment can enhance finance teams, fostering a rich pool of future talent ready to take on CFO roles in the future. Candidly reflecting on the slow progress made in diversity and inclusion in senior finance roles and her own vision for the future of finance - transformed by data automation and strategic involvement - paint a compelling picture of a field ripe for rebranding. This episode is brimming with insights on the evolving landscape of finance leadership, championed by a true industry veteran.
Helen will be judging the Global CFO 100 Awards 2024 by Soldo in partnership with HotTopics. This new award honours CFO’s who are driving transformative financial strategies and innovative business practices, shaping the future of finance. Entries close on 31st August 2024, for more information visit https://hottopics.ht/global-cfo-100-awards-nominations.
Helen founded Shape Beyond after 25 years of transforming complex, high-growth organisations. She’s worked at Executive Board level and led private equity portfolio businesses to successful exit. Shape Beyond’s deep knowledge of the retail industry is fuelled by Helen’s time as the CFO of ASOS and board member of JD Sports. We embrace digital transformation and agile, diverse cultures.
Chapters:
0:03:23 - Career Growth Through Industry Diversity
0:12:04 - Finance Leader
0:18:50 - Innovation in Fashion Retail CFO Role
0:22:48 - Leveraging Data for Customer Service Improvement
0:27:03 - Fast-Paced, Customer-Centric Executive Dynamics
0:30:52 - Youthful Talent Surprises in Finance
0:33:17 - ASOS Brand Mission for 20-Somethings
0:37:22 - Diversity, Inclusion, and Authenticity in Leadership
0:43:43 - Criteria for Selecting Future CFOs
About Soldo:
Soldo provides company cards connected to a powerful management platform. Employees use Soldo cards to buy what they need for work without being out of pocket or going over budget. Finance teams use Soldo to distribute money instantly, while staying in control of who spends, how much, where, and on what.
Thousands of businesses, from small to large corporations including Mercedes-Benz, Sony, and Get Your Guide use Soldo to make their business spending simple and efficient.
To find out more or to book a demo, visit Soldo.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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In May’s episode of The CFO Playbook, David McClelland talks to Mehjabeen Patrick, Director of Finance at Arts University Bournemouth, about the challenges and opportunities of finance leadership in the creative sector.
As former Chief Finance and Investment Officer at Creative UK, Mehjabeen is all too aware of the financial challenges faced by creative businesses. From her early days working in the banking sector, Mehjabeen is a passionate advocate of finding creative approaches in all aspects of finance. From distributing government grants to providing business mentoring, she highlights the need for finance leaders to actively listen to and learn from creatives, to drive both artistic and economic growth.
Drawing from over 20 years of experience in the sector, Mehjabeen shares the importance of thinking outside the box. Hear how she thinks finance leaders should embrace creative approaches while managing budgets, by bringing design thinking into their day to day work. This episode also explores the impact of technology and digital innovation to engage diverse audiences by telling finance stories in new ways.
Chapters:
(0:02:56) - Finance Leadership in the Creative Sector
(0:16:20) - Finance and Creativity in the Arts
(0:24:11) - The Impact of Technology on Creativity
(0:36:14) - Thinking Outside the Box in Finance
Entries for the Global CFO 100 Awards in partnership with HotTopics are now open - https://hottopics.ht/global-cfo-100-awards-nominations. Entries close 31st August 2024.
About Soldo:
Soldo provides company cards connected to a powerful management platform. Employees use Soldo cards to buy what they need for work without being out of pocket or going over budget. Finance teams use Soldo to distribute money instantly, while staying in control of who spends, how much, where, and on what.
Thousands of businesses, from small to large corporations including Mercedes-Benz, Sony, and Get Your Guide use Soldo to make their business spending simple and efficient.
To find out more or to book a demo, visit Soldo.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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In the latest episode of The CFO Playbook, David McClelland is joined by Giles Andrews OBE, co-founder of Zopa, the world’s first P2P lending business launched in 2004, to discuss two decades working in FinTech and the role of artificial intelligence in shaping the financial services of the future.
Finding himself as an accidental CFO in the early days of Zopa thanks to an accountancy qualification, Giles progressed to CEO and Chairman and is still an active Board Member, responsible for in excess of £4bn in loans in the UK, and revolutionising the way we look at banking.
Reflecting on the economic storms faced globally over the past few years, Giles offers an insider's perspective on the 2008 financial crisis, revealing how it inadvertently fuelled Zopa's growth by transforming the lending landscape. Now managing a diverse portfolio, from the intricacies of Zopa's operations to Chair of online automotive marketplace CarWow, Giles is all too familiar with the challenges faced against a backdrop of evolving consumer behaviour and digital upheaval.
In a world now captivated by artificial intelligence, he shares his thoughts on the positives in work efficiency and improved user experience in customer service, but expresses concerns about ethics and governance, especially in financial services. Balancing innovation and regulation, Giles highlights the importance of ethical leadership and community spirit to ensure a prosperous ecosystem for businesses of all sizes, whilst embracing advancements in technology.
Chapters -
(0:00:00) - Financial Leadership and Innovation
(0:12:21) - Navigating Financial Crisis and Growth
(0:19:25) - Recent Financial Sector Collapses and Innovation
(0:24:08) - Innovation in Banking and AI
(0:36:06) - Ethics and Privacy in AI Governance
(0:41:54) - Issue of Financial Engineering in Business
Entries for the Global CFO 100 Awards in partnership with HotTopics are now open - https://hottopics.ht/global-cfo-100-awards-nominations. Entries close 31st August 2024.
About Soldo:
Soldo provides company cards connected to a powerful management platform. Employees use Soldo cards to buy what they need for work without being out of pocket or going over budget. Finance teams use Soldo to distribute money instantly, while staying in control of who spends, how much, where, and on what.
Thousands of businesses, from small to large corporations including Mercedes-Benz, Sony, and Get Your Guide use Soldo to make their business spending simple and efficient.
To find out more or to book a demo, visit Soldo.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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In this episode of The CFO Playbook, David McClelland explores how financial management should be embedded into company culture with Richard Dana, co-founder and CEO at Tembo Money.
With a background in corporate finance, Richard shares how he leveraged his interest in travel to co-found the budget-boutique hotel booking platform Doris and Dickie, and the lessons learned from being thrifty in balancing the books from day one with a small team, managing by cost.
Reflecting on his role as CFO at Founders Factory, a unique platform matching leading corporate brands with industry expertise with innovative start-ups to solve specific pain points within their sector. Richard affirms his mantra that founders should focus on being thrifty and making every pound work hard, whilst having a path to profitability and a clear understanding of the financials.
Now on a mission to address the housing affordability crisis, Richard co-founded family lending platform Tembo Money, with the aim of closing the generational wealth gap by broadening access to homeownership. With no CFO currently in place, the focus since its launch in 2020 has been on becoming profitable with a lean team and outsourced accountancy. Richard highlights that despite the crossovers between the CFO and CEO roles, there is a much greater focus on "selling the business" as a CEO, whilst keeping an eye on the money during the early days of growing a new business.
Finally, against the backdrop of the current economic landscape, Richard gives his view on starting a business in a recession; although it's challenging, partnering with established companies and focusing on a product with a real customer need can help mitigate risks. Extending cash runway is crucial for startups, and involves monitoring cash flow, cutting costs, and exploring non-investment funding options.
Chapters -
(0:00:01) - Inside the World of Finance Leaders
(0:13:29) - Building a Finance Startup
(0:22:45) - Funding and Recruitment for Startups
(0:33:57) - Startup Strategies and Acquisition Considerations
(0:43:39) - Liberating Finance for Families
Entries for the Global CFO 100 Awards in partnership with HotTopics are now open - https://hottopics.ht/global-cfo-100-awards-nominations. Entries close 31st August 2024.
About Soldo:
Soldo provides company cards connected to a powerful management platform. Employees use Soldo cards to buy what they need for work without being out of pocket or going over budget. Finance teams use Soldo to distribute money instantly, while staying in control of who spends, how much, where, and on what.
Thousands of businesses, from small to large corporations including Mercedes-Benz, Sony, and Get Your Guide use Soldo to make their business spending simple and efficient.
To find out more or to book a demo, visit Soldo.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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With growth at the heart of the recent Spring Budget, how can companies fuel productivity and accomplish more? On March 13th, 2024, business and economics experts met at the London Stock Exchange to decode the Chancellor’s Spring Budget at an event hosted by Soldo.
This live episode of The CFO Playbook is hosted by David McClelland and features an expert panel -
David Owen, Chief Economist, Saltmarsh Economics
Liz Earle MBE of Liz Earle Wellbeing
Emma Heal, MD at Lucky Saint
Carlo Gualandri, CEO of Soldo
Chapters -
(00:00) - Productivity and Growth Challenges in the UK
(11:54) - Economic Growth and Productivity Opportunities
(21:58) - CFO-CEO Partnership for Business Success
(30:33) - Impacts of AI on Business Operations
(39:40) - AI Technology and Future Industry Trends
(53:41) - Summary of Support in the Spring Budget
Entries for the Global CFO 100 Awards in partnership with HotTopics are now open - https://hottopics.ht/global-cfo-100-awards-nominations. Entries close 31st August 2024.
About Soldo:
Soldo provides company cards connected to a powerful management platform. Employees use Soldo cards to buy what they need for work without being out of pocket or going over budget. Finance teams use Soldo to distribute money instantly, while staying in control of who spends, how much, where, and on what.
Thousands of businesses, from small to large corporations including Mercedes-Benz, Sony, and Get Your Guide use Soldo to make their business spending simple and efficient.
To find out more or to book a demo, visit Soldo.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Welcome to a new series of The CFO Playbook, brought to you by Soldo.
In this episode, our new host, technology reporter, presenter and consumer champion, David McClelland talks to Baron Anyangwe, a finance leader, about his journey and insights into leadership.
They discuss the importance of flexibility and passion in career choices, the impact of volunteering, and Baron’s own holistic leadership framework. The framework includes principles such as widening perspectives, finding meaningful work, focusing on strengths, and setting milestones for progress.
Baron emphasises the importance of markers and milestones in guiding progress and decision-making, including the 6 Ps of success: Purpose, Principles, Priorities, Progress, Play, and People Skills. The episode also explores the value of playfulness in fostering creativity and innovation, whilst retaining the need for experimentation and adaptability in finance leadership.
This episode also delves into the rise of B Corp businesses and the challenges and opportunities they present for sustainability, reflecting on the concept of liberating finance and the role of finance leaders in driving positive change.
Chapters -
(0:00:01) - Leadership Framework
(0:11:12) - Protect the Magic, Ditch the Rest
(0:18:29) - Play, People Skills in Finance
(0:27:31) - Balancing Long-Term Sustainability in Business
(0:39:13) - Evolving Finance for Sustainable Business
Entries for the Global CFO 100 Awards in partnership with HotTopics are now open - https://hottopics.ht/global-cfo-100-awards-nominations. Entries close 31st August 2024.
About Soldo:
Soldo provides company cards connected to a powerful management platform. Employees use Soldo cards to buy what they need for work without being out of pocket or going over budget. Finance teams use Soldo to distribute money instantly, while staying in control of who spends, how much, where, and on what.
Thousands of businesses, from small to large corporations including Mercedes-Benz, Sony, and Get Your Guide use Soldo to make their business spending simple and efficient.
To find out more or to book a demo, visit Soldo.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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This episode of the CFO Playbook features an interview with Ed Lu, Chief Financial Officer at Fandom, a San Francisco-based gaming and entertainment community platform.
Ed is a gaming and media tech executive with deep finance, strategy and operational experiences focused on VC and PE-backed Gaming and B2C companies. He holds a Master’s in Management Science and Engineering from Stanford University, and a Bachelor’s in Economics from UC Berkeley.
In this episode, Ed talks about the explosive growth of the gaming industry over the course of the pandemic, the impact that generative AI will have on game development, and the ups and downs of the financial investment side of the sector.
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Guest Quotes:
“A lot of these [gaming] companies have had to somewhat bootstrap themselves, right? Or like, on a shoestring budget, get something out, show the metrics that the VCs will understand, ‘Oh, okay, I get it. Here's the D1, here's the D3, D7, D28, here's the monetization, here's the ARPU, whatnot. I can now project it out further.’ But they're not getting funding prior, right? And so they've been coming into the game a little later, like sort of post traction.” - Ed Lu
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Topics:
01:34 Ed’s background
06:53 The evolution of monetization in online gaming
15:44 Trials and tribulations of game development
20:21 Investment in the gaming sector
30:03 Downsides of VC investing
40:12 Managing employee retention as a CFO
49:24 Reflecting on his career
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Sponsor:
This show is brought to you by Soldo, the brighter way to manage business spending and expenses. With Soldo, you can control every expense, track spend in real time, automate financial reporting, and then use those insights to fuel growth. Learn more at Soldo.com
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Links:
Connect with Ed on LinkedIn
Connect with Fran on LinkedIn
The CFO Playbook Listener Survey
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This episode of the CFO Playbook features an interview with Bill Fahrbach, Chief Financial Officer at Facet, offering impartial and invaluable financial advice and services at an affordable membership fee.
Bill is a strategic Financial Executive and Entrepreneurial CFO/COO with an extensive investment banking background and rounded technology operational experience. With a track record of significant growth, capital raises, and exits, he’s a leader in finance, operations, systems, and legal capacities.
In this episode, Bill talks about the changing dynamics between CFO and CEO, the importance of a healthy work-life balance, and how a primarily remote-first culture affects the pathway to becoming a CFO.
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Guest Quotes:
“I think what has changed is, if you think about the CFO role, it's really critically important that you get the right information out to the organization. So, the organization wants to understand how we are doing as a business, and it's not as simple as sort of just saying like, look, here are the numbers, right? There's a lot of color, there's a lot of context. So I would say as CFO, it's been challenging. It's actually pushed probably the limits in terms of like how do you communicate effectively with the employee base, whereas when you're in the office in a physical office, it's more natural, I guess you could say, and more seamless to sort of be having routine discussions with, employees across the board and articulating, you know, the good, the bad, and everything in between and getting that message across. In a virtual environment, what I've found is that the struggle is always finding that balance of how do I get the right message out in the right forums. And not create, let's say, like a drain of unnecessary meetings that people get bored in, right? So, it's finding that balance, you know, articulating the right information, but also giving the right context in a way that employees will be engaged. I'd say that was, that's been the biggest challenge.” - Bill Fahrbach
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Topics:
00:38 Bill’s role and adjusting to remote work
03:49 How a remote first culture affects the pathway to CFO
07:51 Educational background
13:19 Dynamics between CFO and CEO
17:53 Facilitating company acquisitions
21:47 Work life balance
24:23 About Facet and IPO
29:18 Best decision he’s ever made
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Sponsor:
This show is brought to you by Soldo, the brighter way to manage business spending and expenses. With Soldo, you can control every expense, track spend in real time, automate financial reporting, and then use those insights to fuel growth. Learn more at Soldo.com
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Links:
Connect with Bill on LinkedIn
Connect with Fran on LinkedIn
The CFO Playbook Listener Survey
Learn more about your ad choices. Visit megaphone.fm/adchoices
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This episode of the CFO Playbook features an interview with Andy Dean, Chief Financial Officer at Eden Futures, providing high quality, person-centered care, supported living and enablement for people with disabilities and support needs.
At Eden Futures, Andy leads the Finance, Service Development and IT teams. Prior, he started his career training with KPMG as a Chartered Accountant, gaining experience within both Audit and Transaction Services. He has since worked for a variety of care providers in social care starting with Craegmoor as Group Financial Accountant. From there he gained broader experience at GKN plc before joining what became Embrace Group in 2012 as Group Financial Controller. Andy helped to manage the recovery and subsequent sale of that business before joining Eden Futures.
In this episode, Andy talks about the current state of social care in the UK, his work as a leader for teams in finance, service development, and IT, and how policies, politics, and technology affect the space.
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Guest Quotes:
“ Part of your role, as CFO, is that wide base of stakeholders. You can be talking to your shareholder one day. You can be talking to your lender another day. You can be talking to your insurer. You know, CFOs like me are often responsible for the IT, so get involved in the IT discussions, talking to our customers. So, in our case, our commissioning partners around whatever issue it might be, say fee rates, occupancy. Get involved with the lawyers that are on the contractual side. So yes, it is a varied role. You know, the old adage that 'no day is ever the same' is absolutely right from a CFO perspective.” - Andy Dean
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Topics:
01:37 Andy’s background and role as CFO
07:22 Current state of social care in the UK
13:14 Technology in social care
17:43 Employee retention and politics
21:00 Dealing with uncertainties
25:45 Mentorship
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Sponsor:
This show is brought to you by Soldo, the brighter way to manage business spending and expenses. With Soldo, you can control every expense, track spend in real time, automate financial reporting, and then use those insights to fuel growth. Learn more at Soldo.com
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Links:
Connect with Andy on LinkedIn
Eden Futures Website
Connect with Fran on LinkedIn
The CFO Playbook Listener Survey
Learn more about your ad choices. Visit megaphone.fm/adchoices
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