Mid-year reflections from top CFOs

Mid-year reflections from top CFOs

We’re halfway through May and that means one thing: mid-year is just around the corner. There’s no better time than now to stop, take a moment, and check-in. In this month’s edition of Beyond the Numbers, we’re sharing insights and inspiration from top finance leaders so you can keep your momentum going for the second half of the year.??

From practical advice on building cross-functional partnerships to looking into the future to anticipate what’s next, we're offering inspiration for every next-gen finance leader. Let's dive in!


?? What do CFOs have to say about next-gen finance???

The Office of the CFO doesn’t have to feel like they carry the weight of the world on their shoulders. At the heart of a strategic finance department is strong partnerships across the business. These cross-functional partnerships come with a wealth of benefits for everyone, but the biggest is data-driven, strategic decision-making. Jeffrey Krall, CPA, CCIFP (Batson-Cook), Bona Allen (Kajima Building and Design), and Jonathan Harmer (USA Properties) share how they have evolved to be a strategic partner to the business—and what it means for the future of their organizations. See what they have to say .


?? A look into the future with the CFO crystal ball?

If you had a crystal ball that could predict the future, would you ask where finance will be in the next 10 years? Chris Ortega (Fresh FP&A) asked Aaron Levine (Prophix), Denise Feece (Sequel Wire and Cable), and Howard Dresner (Dresner Advisory Services) for their insights. Here’s a sneak peek into what we heard: act as data stewards, use AI to find efficiency and scale, and leverage technology to quickly make decisions. If you ask us, it sounds like these CFOs may have the ability to see into the future. Hear more from the experts in this video .??

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???Have you met our new CFO, Aaron Levine??

In business, many things are beyond our control. Which is why for our new CFO Aaron Levine , it’s important to ground yourself and build strong relationships – with your team and across the business. These relationships are critical to operating efficiently with trust, honesty, and transparency. Read more on Aaron’s approach to leadership and how it will carry him through the rest of the year in the latest edition of The 6am CFO.


?? What motivates finance leaders to go all in??

We asked finance leaders what it means to set goals and overcome obstacles. From turning failure into opportunity, to bringing together cross-functional teams to achieve a common goal, to keeping yourself motivated. Finance leaders stand at a distinct point in history—evolve or stick to the way it’s always been done. See how finance leaders are staying motivated for this year and beyond. ??

Advice on motivating your team from Sabrina DeYoung, SoundOff Signal.


?? Want more insights? Check out our new hub for all things next-gen finance. ?The role of the modern finance leader goes far beyond number crunching—it's about anticipating what’s next, driving business performance, and shaping the future of your organization. This brand-new resource hub has been built to support you, the next-gen finance leader. Learn more about what next-gen finance really means and get insights on how to support your team and organization as you take the plunge and grow beyond today. This is your one-stop-shop to go all in on the next generation of finance .??


Ready for more next-gen finance content? Check out the Prophix blog for more resources.??

It's mid-year. How are you feeling? Are you ready to tackle the second half with speed, confidence, and agility? Comment below, share this newsletter with a friend, and subscribe to #BeyondTheNumbers for the latest finance insights and innovation.?



Chris Ortega

Fractional CFO ???? I help SMBs lead with Financial Clarity & Confidence | Founder & CEO @freshfpa | FP&A, Finance & CFO Thought Leader | Finance Influencer | Former Amateur Boxer ??

6 个月

Prophix what a tremendous event and looking forward to the next one!

Paul Young

Experience Senior Financial Planning, Analysis and Reporting SME seeking P/T or F/T job.

6 个月

Excellent work, Prophix This ties nicely to an article that I have author on the CFO. ? Blog – Cybersecurity and Small Business CFO - https://www.dhirubhai.net/posts/paul-young-055632b_activity-7178505615336493057-CrtW?utm_source=share&utm_medium=member_desktop

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