CFO to Chief Trusted Advisor: Earning that Role with Your CEO
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Transcript of CFO to Chief Trusted Advisor: Earning that Role with Your CEO
![Page 1: CFO to Chief Trusted Advisor: Earning that Role with Your CEO](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a541e41a28ab7f318b45ff/html5/thumbnails/1.jpg)
Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
CFO to Chief Trusted Advisor:
Earning that Role with Your CEO
![Page 2: CFO to Chief Trusted Advisor: Earning that Role with Your CEO](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a541e41a28ab7f318b45ff/html5/thumbnails/2.jpg)
• Deliver strategic insights to your company’s CEO
proactively
• Earn the position of Chief Trusted Advisor for your CEO
• Anticipate key questions your CEO & Board of Directors
will ask before they are asked
After attending this event you will be able to:
Learning Objectives
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Proformative is the leading educational resource for corporate finance
professionals.
Announcing the new Proformative Academy:
• On demand video courses taught by peers and SMEs
• Over 150 finance and accounting courses and growing rapidly
• CPE for CPAs, CMAs, CTPs, and CIAs
Check it out at www.ProformativeAcademy.com
Welcome to Proformative
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Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
CFO to Chief Trusted Advisor: Earning
that Role with Your CEOBlair Cook, Corporate Director, Clarke Inc.
Mark Richards, VP of Finance & Operations, RBA Consulting
Vijay Ramakrishnan, Director, Cloud Solutions, Intacct
![Page 5: CFO to Chief Trusted Advisor: Earning that Role with Your CEO](https://reader030.fdocuments.us/reader030/viewer/2022032616/55a541e41a28ab7f318b45ff/html5/thumbnails/5.jpg)
Trusted Advisor to the CEO
• The definition of a Trusted Advisor
– What does the CEO want? Need?
– Identifying attributes
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Developing the Necessary Perspective
• Establishing rapport
– CEO, Board
– Executive peers
• Understanding the business
– Mission/vision, strategy, execution
– Observing the company, the market
• Monitoring the business - KPIs
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Potential Challenges
• Aligning with CEO perspective, executive perspectives
• Preconceptions about the role of finance
• Lack of time
• Lowered trust: mistakes and recovering from them
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Your Team and Its Impact
• Trusted advisor or trusted team?
• Managing your team
– Team strategy
– Hiring and skills
– Role of automation and technology
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Technology and Its Impact
• Finance ownership of corporate technology
• Understanding how technology shapes company
success
• Quality, granularity, business relevance of data
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Why Financial Managers Love Intacct
Track true financials and operations
Visibility for planning/strategy
Flexibility as needs change
Drive performanceand growth
Managing for Long-Term
Process automation
Oversight and controls
Accuracy and compliance
Make my businessmore efficient
Better Every Day
With Intacct, you can do both
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Growth Companies Rely on Intacct
Services Consumer
HealthcareSoftware
HospitalityOtherNonprofit
FOUNDATION
8,500+ Companies
Real
Value51,000+BusinessEntities
95%Customer
Satisfaction
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Thank you for your interest in this presentation.
View the on-demand webinar or download the full
presentation at:
www.Proformative.com
CFO to Chief Trusted Advisor: Earning that
Role with Your CEO