Transforming Leadership Meetings with the Flash Report: Insights from CEOs, CFOs, and CoSs
Description
Emily, Ed, and Rory break down how to use a Flash Report to keep leadership teams aligned and focused on key business metrics. They give a real example of a Flash Report, show how it highlights things like cash, sales, and training completion rates, and explain why keeping it simple matters. The episode covers choosing the right KPIs, what to include in the written updates, and how the Flash Report improves transparency and better questions from private equity partners.
Links Mentioned:
- Previous Leveraging Leadership episode on the Flash Report
- Ed Barton’s guest spot on Leveraging Leadership
- Rory Liebhart’s guest spot on Leveraging Leadership
- Example Flash Report + Template
Free Resources:
- Strategic Planning Checklist
- Chief of Staff Skills Assessment Checklist
- A Day in the Life of a Chief of Staff
- Chief of Staff Toolkit
Get in Touch With Emily:
- Connect on LinkedIn
- Follow on YouTube
- Learn more about coaching
- Sign up for the newsletter
- Clarity Call with Emily
Who Am I?
If we haven’t yet before - Hi👋 I’m Emily, Chief of Staff turned Executive Leadership Coach. After a thrilling ride up the corporate ladder, I’m focusing on what I love - working with people to realize their professional and personal goals. Through my videos here on this channel, books, podcast guest spots, and newsletter, I share new ideas and practical and tactical tools to help you be more productive and build the career and life you want.
Time Stamps:
00:37 Epic Sports Team Collapses
02:21 Worst Investments and Purchases
04:30 Funniest Pitch Fails
07:01 Top Mistakes Founders Make with Private Equity
16:38 Founder vs. PE-Backed Company Dynamics
17:32 The Importance of Hitting Financial Targets
22:31 Collaborative Forecasting with PE Sponsors
27:54 Understanding Exit Strategies
30:39 The Emotional Impact of Business Transactions
United States
