June 2023: CFO 4.0 Monthly Roundup

Here we are again! June is over which means it’s time for another Monthly Podcast Roundup!

June only saw three podcast episodes, the podcast team took a well-deserved week off so this roundup is a little bit shorter than normal!

As always we will include the links to watch the episodes in full on YouTube but you can also listen to them on your favourite podcast platforms (including but not limited to Spotify, Apple, Google, Stitcher & Deezer!).

Key Takeaways from the GENCFO Community Summit: A Look into the Future of Finance with Christopher Argent

In this episode of the CFO 4.0 Podcast, Hannah Munro is joined by Chris Argent, founder of GENCFO. Together, Chris & Hannah delved into the insights, trends, and key takeaways from the recent GENCFO Summit.

Topics covered include:

• The shifting role of the finance function, moving beyond transactional processing to business partnering
• The necessity of selecting the right people for your tech transformation and why it's about more than just acquiring new technology
• The discussion on the current and future use of Excel and the future of finance tools with the advent of cloud and machine learning capabilities
• The imperative of having your finance team earn their 'seat at the table', contributing value to the business beyond traditional roles
• The role of technology and how it aids in bringing about transformations in the finance function

https://youtu.be/tgSN_QtLrHo

After our little holiday, we returned with…

CFO Stories: A CFO's Guide to Navigating Risk with Isaac Strulowitz

CFO 4.0 podcast host Hannah Munro is joined by Isaac Strulowitz, CFO at Treville Capital Group who offers his unique perspective on risk management, providing valuable insights into how CFOs can protect their firms against unforeseen challenges.

In the episode, we cover:

• ?Isaac's account of the SVB collapse and the proactive steps his team took to protect investor capital.
• Risk management strategies that have proven effective, such as creating redundancies, maintaining a robust disaster recovery plan, and evaluating all firm relationships for potential risks.
• Isaac's analogy of risk management to dental hygiene: ignoring it can lead to serious repercussions down the line.
• The delicate balance a successful CFO must strike between budget management, operational duties, and strategic oversight.
• Isaac's concept of a "cockroach" company - one that can survive and continue functioning even after major crises.

https://youtu.be/e8ktBewK1os

Lastly, we had our monthly Financial Transformation Live (FTL) session

Financial Transformation Live: 12 Months to a Faster Close

This Financial Transformation Live session is a game-changer for finance professionals striving for a faster, more efficient month-end close. Hosted by Hannah Munro , this session provides a robust roadmap for achieving a streamlined financial close in just 12 months!

This workshop will help you take control of your close processes and reduce the overall timeline. It's about more than just speed; it's about optimising your processes for quality, efficiency, and consistency.

Key areas covered include:

• The importance of benchmarking: Understanding this will help you measure your progress and inspire effective strategies for improvement
• Identifying Barriers: Every organisation has unique challenges that slow down the financial close process, we will talk about the most common barriers experienced during month-end
• Assessing Your Month-End: Develop an understanding of the overall health and efficiency of your current month-end processes
• Formulating a Plan: We will delve into the creation of a practical, achievable plan to help you reach your month-end goals in 12 months

https://youtube.com/live/OYinZfc_P4o?feature=share

If you enjoyed these episodes and want to listen to more, you can do so by clicking here.

Don't forget, when you are listening on your favourite podcast listening app, we would really appreciate it if you could leave a review/rating or a ‘like’. It would help us out massively!

See you again next month! ???