CFO to Chief Trusted Advisor: Earning that Role with Your CEO
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The most successful CFOs are the ‘go to’ strategic resource for the CEO. As Chief Trusted Advisor, they provide valuable business insights, strategic recommendations, and help define the future direction of their companies.
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CFO to Chief Trusted Advisor: Earning that Role with Your CEO
- 1. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals CFO to Chief Trusted Advisor: Earning that Role with Your CEO
- 2. • Deliver strategic insights to your company’s CEO proactively • Earn the position of Chief Trusted Advisor for your CEO • Anticipate key questions your CEO & Board of Directors will ask before they are asked After attending this event you will be able to: Learning Objectives
- 3. Proformative is the leading educational resource for corporate finance professionals. Announcing the new Proformative Academy: • On demand video courses taught by peers and SMEs • Over 150 finance and accounting courses and growing rapidly • CPE for CPAs, CMAs, CTPs, and CIAs Check it out at www.ProformativeAcademy.com Welcome to Proformative
- 4. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals CFO to Chief Trusted Advisor: Earning that Role with Your CEO Blair Cook, Corporate Director, Clarke Inc. Mark Richards, VP of Finance & Operations, RBA Consulting Vijay Ramakrishnan, Director, Cloud Solutions, Intacct
- 5. Trusted Advisor to the CEO • The definition of a Trusted Advisor – What does the CEO want? Need? – Identifying attributes
- 6. Developing the Necessary Perspective • Establishing rapport – CEO, Board – Executive peers • Understanding the business – Mission/vision, strategy, execution – Observing the company, the market • Monitoring the business - KPIs
- 7. Potential Challenges • Aligning with CEO perspective, executive perspectives • Preconceptions about the role of finance • Lack of time • Lowered trust: mistakes and recovering from them
- 8. Your Team and Its Impact • Trusted advisor or trusted team? • Managing your team – Team strategy – Hiring and skills – Role of automation and technology
- 9. Technology and Its Impact • Finance ownership of corporate technology • Understanding how technology shapes company success • Quality, granularity, business relevance of data
- 10. Why Financial Managers Love Intacct Track true financials and operations Visibility for planning/strategy Flexibility as needs change Drive performance and growth Managing for Long-Term Process automation Oversight and controls Accuracy and compliance Make my business more efficient Better Every Day With Intacct, you can do both
- 11. Growth Companies Rely on Intacct Services Consumer HealthcareSoftware HospitalityOtherNonprofit FOUNDATION 8,500+ Companies Real Value 51,000+ Business Entities 95% Customer Satisfaction
- 12. Thank you for your interest in this presentation. View the on-demand webinar or download the full presentation at: www.Proformative.com CFO to Chief Trusted Advisor: Earning that Role with Your CEO
Editor's Notes
- Our clients tell us that their businesses are forever changed with Intacct. Why do they love us? Two reasons. First, we make their businesses more efficient. By automating processes, improving oversight and controls and increasing accuracy and compliance, we simply make their business run better. This is the every day, every week, every month stuff. With Intacct we keep your business running more efficiently, while letting each part of the organization use the best tools for their part of the job. But that’s not enough. Second, we also empower them to drive performance and growth. As financial managers you’re asked to do more than execute a process. You’re expected to provide information – valuable information, across multiple entities – to run your business better. Lots of solutions can give you a snapshot dashboard of metrics. ONLY Intacct lets you dig deeper to understand the true dynamics of your business. ONLY Intacct provides visibility into both your financial and operating data letting you make better long-term, strategic decisions. And, we’re flexible. Multi-entity companies, such as yours, are dynamic. As your needs change, so does Intacct. We help you manage your business for the long term. Efficiency plus growth. With Intacct you get both.
- You can take comfort in knowing that many of the fastest-growing companies are using Intacct to automate their processes and eliminate their business challenges. You’re not alone in dealing with those process and business challenges. We’ve heard similar stories from other clients who now rely on Intacct to make their business more efficient and help them grow faster. The most successful IPOs of each of the last two years are running on Intacct because of flexibility of our system to respond to the dynamic requirements in their fast paced businesses. Across Intacct, we work with over 6,000 companies, representing over 35,000 business entities who are all realizing tremendous value. We are their partner of choice because we are focused and are focused on their long-term success which is why we experience 95%+ customer satisfaction. Everyone in our company is compensated on customer satisfaction, and you will see a cultural difference between Intacct and others you may be considering.