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In this episode of CFO 4.0, Hannah Munro, Managing Director of itas, shares her extensive experience in financial transformation and project implementation. Learn how to ensure the success of your next financial transformation project by following best practices and avoiding common pitfalls.

Here’s what you’ll discover in this episode:

• A refresher on Kotter’s Change Cycle and how it applies to financial transformation projects.
• Pre-implementation activities
• Insights on dealing with team resistance, capacity management, and team buy-in.
• Key phases of successful financial system implementation
• Training and testing tips to ensure smooth onboarding and successful adoption of new systems.
• The importance of data migration and how to ensure accuracy in your new system.
• How to navigate the go-live phase with a proactive approach and risk management.
• FAQs on common concerns like hiring external resources, testing schedules, and building super users.

Links mentioned:

• September FTL: Ensuring a Successful Finance Systems Implementation Project
• Revisit previous Financial Transformation Live sessions
• CFO 4.0 Monthly Briefing
• Financial Transformation Live Feedback survey

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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In this episode of CFO 4.0, Hannah Munro speaks with Jeremy Earnshaw, Founding Director of Clarendon Executive Coaching and Mentoring, about his journey from CFO to executive coach, and the soft skills crucial for senior finance leaders. Together, they explore how CFOs can navigate leadership challenges, stakeholder management, and complex financial situations.

Key topics covered in this episode include:.

• The transition from CFO to Executive Coach and Mentor, and the value of coaching for finance leaders.
• Managing stakeholder relationships, including high-powered investors and board members.
• The importance of clear, concise board presentations and how to manage differing stakeholder expectations.
• Real-life lessons from Jeremy’s experience with acquisitions, liquidity crises, and credit crunch challenges.
• Strategies for delivering both good and bad news effectively to stakeholders.
• The balance between supporting the CEO and fulfilling the role of a CFO, especially in challenging situations.

Links mentioned:

• Jeremy's Linkedin
• Learn more about Clarendon Executive Coaching and Mentoring

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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Join Hannah Munro, as she speaks with Josh Schenker, CFO of Aditude, about his journey in the world of strategy consulting, corporate development, and now scaling startups. In this episode of CFO 4.0, Josh shares his experience raising capital, navigating acquisitions, and the evolving role of the CFO.

Key Takeaways:

• Lessons learned during the pandemic and how to target investors strategically.
• How Aditude evaluates and executes acquisitions, including key criteria for selecting target companies.
• A deep dive into the multi-faceted due diligence process for both buyers and sellers.
• Top Tips for CFOs: How to prepare for fundraising, acquisitions, and scaling operations.
• The importance of aligning people and culture during the M&A process.
• How to build processes that allow for seamless integration of new businesses.

Links mentioned:

• Josh's Linkedin
• Learn more about Aditude

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!