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The CFO Playbook

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  • What Truly Defines Strategic CFOs

    What Truly Defines Strategic CFOs

    SAP’s finance leader is just one example of how to grapple with change, including the increased automation of business processes.  Mana Mojadadr does not look like a robot. She doesn’t write like...

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  • Collaboration: Sharing a Spreadsheet, Shaping Business Outcomes

    Collaboration: Sharing a Spreadsheet, Shaping Business Outcomes

    Collaboration between finance and other parts of the business has never been more important. That’s why Excel is a platform for growth.  When a company reaches a certain level of success, it’s...

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  • As CFOs Loosen the Purse Strings, Here’s Where The Money Will Go

    As CFOs Loosen the Purse Strings, Here’s Where The Money Will Go

    A report from Amex and Institutional Investor shows a remarkable upswing in how finance departments plan to spend. Before anyone gets any big ideas, financial leaders might want to put the 2017...

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  • From Fishermen’s Insurance to Finance CEO: Lessons from a Serial Software Salesman

    From Fishermen’s Insurance to Finance CEO: Lessons from a Serial Software Salesman

    This article first appeared in Business Review Canada. Back in high school, one of my first summer jobs was selling insurance to fishermen in Nova Scotia. I would literally have to walk down to a...

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  • The Case For Bringing CFOs And Customers Closer Together

    The Case For Bringing CFOs And Customers Closer Together

    A recent report says financial executives need the right exposure, technology, and team members to take on a larger organizational role. Even if you’re a fan of the whole “open concept” office...

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  • How To Build Dashboards that Overcome the Doubters

    How To Build Dashboards that Overcome the Doubters

    Quote by Christopher Lah, Revenue Cycle Senior Director at Cincinnati Children’s Hospital. Putting the right information into one place should enable better decision-making, but first you need to...

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  • The Image Makeover Finance Needs As Cloud Computing Grows

    The Image Makeover Finance Needs As Cloud Computing Grows

    Statistics show that, despite major gains in other functions, CFOs and their teams aren’t keeping up in migrating core functions. Two things could change that. There’s an image on slide 24 of the...

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  • The Revolving Door of CFOs In Retail Shows Where Analytics Is Headed

    The Revolving Door of CFOs In Retail Shows Where Analytics Is Headed

    Major merchants can’t seem to hold onto their finance leaders. Those with staying power need to work differently. The whole point of success in retail is getting customers to stick around for a...

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  • The Case For More Emotionally-Intelligent CFOs

    The Case For More Emotionally-Intelligent CFOs

    Financial leaders will always need to know the numbers, but they’ll also need to be experts at observing and acting on the mood in the office. Amid all the hype and debate over the impact of...

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  • A Novel Use of Excel Spreadsheets to Inspire Finance Departments

    A Novel Use of Excel Spreadsheets to Inspire Finance Departments

    If a literary author sees the value in using Excel to keep track of more than 150 characters, just imagine what CFOs and their teams could do. The story of how a U.S. president coped with the...

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  • What Makes KPI’s Meaningful: A Holistic Look

    What Makes KPI’s Meaningful: A Holistic Look

    Even if you’re not in danger of joining the “cult of metrics,” it’s worth factoring in informal forces and the impact of digital changes. Finance leaders may not see eye-to-eye on everything, but...

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  • The Bright Side of All Those Finance Department Budget Cuts

    The Bright Side of All Those Finance Department Budget Cuts

    It’s not easy for anyone to do more with less, but in the case of the CFO’s team, there’s little doubt their impact is only going to grow.

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  • Why CFO Career Prospects are Getting Exponentially Better

    Why CFO Career Prospects are Getting Exponentially Better

    A report from consulting firm BearingPoint breaks down the skills and focus areas finance leaders are beginning to take on. Most companies would probably say they’d like to see “exponential”...

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  • Automation: CFO Adversary or Ally?

    Automation: CFO Adversary or Ally?

    A chief digital officer paints the picture of a future where finance leaders’ jobs are taken over by cognitive systems. Not so fast!  When financial leaders attend an industry conference, they’re...

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  • What Some of the Smartest People on Twitter are Saying About Spreadsheets

    What Some of the Smartest People on Twitter are Saying About Spreadsheets

    Those in the know have no qualms about celebrating Excel, their favorite productivity tool, on social media. When Alan Lepofsky has something to say about the future of work, people tend to...

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  • B2B Growth Podcast: What is the Geoffrey Moore Philosophy? w/ Don Mal

    B2B Growth Podcast: What is the Geoffrey Moore Philosophy? w/ Don Mal

    For disruptive tech companies everywhere, especially during the early stages of high growth, it is essential to quickly identify a need in the market and address it by providing a specific...

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  • The Shape of CPM to Come

    The Shape of CPM to Come

    A research firm predicts ERP will encroach on corporate performance management, but let’s get a few things straight first. In a battle between enterprise resource planning and corporate...

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  • Defying (Data) Gravity

    Defying (Data) Gravity

    The last thing organizations want is more complexity in their applications and data centers. That’s why the cloud migration can’t happen quickly enough. We all have our personal center of gravity...

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  • How Cumming Cut their Reporting Cycle from 4 Weeks to 1 Day

    Vena allows Cumming to produce reports the same day of the financial close, leading to significant time and resource savings, and allowing the organization to implement proactive business...

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  • Why CFOs Play a Key Role In Tracking Non-Financial KPIs

    Why CFOs Play a Key Role In Tracking Non-Financial KPIs

    Management experts say finance departments need to factor in data from other business units, but will this lead to a war over metrics? Hopefully it never gets to this point, but eventually someone...

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