A CFO couple's Valentine's Day; Little Words Project finance exec Q&A; audit committee focus
PHOTO: Prostock Studios

A CFO couple's Valentine's Day; Little Words Project finance exec Q&A; audit committee focus

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Is having a CFO for a valentine the best career investment ever?

Shannon Nash, Esq., CPA and Bill Nash are two West Coast-based finance leaders who are married and have three boys. Though they were both previously CFOs until Shannon’s career change in August, their ability to help one another grow is evident despite their major differences in CFO archetypes.?

“I think one of the biggest lessons we learned along the way, and it’s something we try to instill in our boys, is that your plan in life has to be flexible, because the way your life looks in your twenties or early in your career is not going to work out how you envisioned it at that point, and that’s OK,” said Shannon.

Read the full story here.


71% of audit committees are now discussing cybersecurity quarterly, but more effectiveness is desired

As audit committee demands grow across organizations, members believe there is still more value to be extracted from their participation. 德勤 experts advise audit committees to collaborate with internal auditors and, presumably, the CFO to ensure both teams “are fully integrated into the risk management and strategic planning processes.”

Read the full story here.


Little Words Project finance exec talks career shift, marketing spend and Taylor Swift

Brian Roddy of the Little Words Project left traditional accounting to help a college friend grow her business, steering its finances as it mostly organically expanded into a $20 million bracelet brand.

"It got to the point where we all saw a ton of opportunity here. We knew that if we did it the right way, we could grow and compete with some of the biggest bracelet and jewelry brands.?Adriana had established a brand that was ready for growth. We were small at the time — and still are to some extent — but that was when I knew I was ready to come on board full-time."

Read the full story here.


How Delmar Mortgage’s Austin Loeffler starts his day

Delmar Mortgage ’s CFO Austin Loeffler, CPA, CGMA , shares how he structures his mornings, how he uses lists to stay organized and how he is a big sports fan.?

"I’m a big list guy, so I go over the items that need to be accomplished for the day, week and month.?I then make sure all of my staff have what they need to get their work done. I never want them to be waiting on me for an answer."

Read the full story here.


How CFOs can build cross-functional relationships

"The time invested in building genuine relationships with colleagues might be the most valuable investment you can make," writes Edwin Ang . He says the key to building genuine cross-functional relationships lies in what he calls the “give first” principle. Ang says before asking for anything, look for opportunities to make other leaders’ lives easier:

  • Streamline approval processes that have been pain points for their teams
  • Share relevant financial insights proactively that could help their decision-making
  • Set up informal check-ins in comfortable settings, rather than formal boardroom meetings

Read the full story here.


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This edition of Preferred Shares was created by Reporter Adam Zaki .

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