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Welcome to CFO 4.0, where we explore the dynamic landscape of Financial Leadership in the era of Technology 4.0. I'm your host, Hannah Munro, Managing Director of itas, a pioneering Financial Transformation consultancy.
In this podcast series, we unravel the intricate connection between cutting-edge technologies and the financial domain. It's more than just adopting tools; it's about cultivating the skills necessary to navigate and spearhead the transformative journey within Finance.
CFO 4.0 embodies the archetype of the Financial Leader in the future — a fusion of strategic visionaries and tech-savvy innovators. As the CFO role swiftly evolves from a mere cost controller to a strategic influencer, each transition opens up novel possibilities. Tune in as we share valuable insights and guidance from inspirational CFOs and finance leaders every episode, empowering you to revolutionise your processes, people, and data.
Seize the opportunities, propel your business and career forward, and lead with unwavering confidence. Join us in shaping the future of Finance — this is CFO 4.0, your guide to the Future of Finance.
We’d love for you to join our community, and if you like what you hear (which I’m sure you will 😉) it would be great if you rate and share.
174 Episodes
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In this episode of CFO 4.0, host Hannah Munro engages in an insightful discussion with Marie Charpentier, SVP Finance & People Operations at InfoSum, on the dynamic challenges and strategies involved in transforming finance teams within high-growth companies and navigating international expansion. The episode covers:Importance of small, incremental changes vs. overwhelming projectsEvaluation and improvement of existing processes for scalabilityRethinking funding approaches in challenging marketsFinancial costs and success metrics for global expansionGlobal expansion and digital transformation strategiesLinks mentioned:Marie’s LinkedinLearn more about InfoSum Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
This week on CFO 4.0 join Hannah Munro as she converses with Andy Burrows, CEO and Founder of Supercharged Finance. Dive into the critical aspects of developing a business-focused finance mindset and understand how finance professionals can transcend traditional roles to become strategic business leaders. This episode explores:The mission and impact of Supercharged Finance in the realm of online training and development for finance professionals.Identifying and bridging the skills gap in finance teams, with a special focus on CFO readiness.The concept of business acumen: How finance professionals can cultivate it through strategic curiosity.Insights into the Value Driver Tree model and its significance in understanding business operationsStrategies for finance leaders to assess and enhance the business acumen within their teams.The importance of embedding finance within the organisation Links mentioned:Andrew’s LinkedinLearn more about Supercharged Finance Enrol to the CFO Readiness Builder Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
In this month's FTL session on CFO 4.0, Hannah Munro dives deep into the concept of maximising efficiency within finance teams, particularly focusing on how to achieve more with less. Amidst a challenging economic environment, finance professionals are increasingly required to enhance productivity without significant increases in resources. Key highlights include:An overview of the critical need for finance teams to enhance efficiency and productivity.The importance of evaluating and optimising meeting schedules.A focus on time management methods to boost individual productivity and ensure effective breaks.The significance of assessing and developing the skills and competencies within finance teams to drive efficiency.Conducting Excel audits to reduce reliance on manual spreadsheet management.Conducting system audits to identify opportunities for further efficiency gains.Links mentioned:March FTL: Navigating the Budgeting Process for Transformation SuccessRevisit previous Financial Transformation Live sessions Register for April's Financial Transformation Live sessionReserve a free one hour review session with Hannah Munro!CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
Join Hannah Munro on this insightful episode of CFO 4.0, featuring Christian Frantz Hansen from the Business Partnering Institute. Explore the intricate balance between quantitative and qualitative measures in performance management. This episode sheds light on how finance teams can drive value and navigate the complexities of modern business landscapes. In this episode, we cover:The Business Partnering Institute's holistic view on performance management in finance.The significance of supporting the business through collaborative efforts across functions.Insights into effective benchmarks, the importance of qualitative measures, and innovative tools.The critical role of people in driving change, emphasizing the need for a culture that supports learning, development, and adaptation to new technologies.Practical advice on managing change within finance teams, including the importance of humour, connection, and the SCARF model to overcome resistance and foster trust.Links mentioned in this episode: Christian’s LinkedinLearn more about the Business Partnering Institute Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
Join us in this enlightening episode of CFO 4.0 as Hannah Munro sits down with Tory Bauman, Vice President, FP&A at Zayo Group, to discuss the intricacies of financial planning and analysis in the fast-paced world of telecommunications infrastructure. Tory shares her remarkable journey from public accounting to a pivotal role in a major global company, offering unique insights into the challenges and opportunities of financial transformation.In this episode, we cover:Tory's transition from auditing to leading FP&A, and her first-hand experiences with the company's evolution from public to private equity.The critical role of communication with auditors and the significance of understanding business operations from both sides of the financial fence.The importance of asset integration, and the shift towards cultural fit in recent acquisitions.Practical advice for finance professionals on career progressionThe emerging trend of boomerang employees and considerations for those contemplating a return to a previous employer.Links mentioned in this episode: Tory’s LinkedinLearn more about Zayo Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
Join Hannah Munro in this week’s episode of CFO 4.0 as she delves into the transformative power of Artificial Intelligence in the finance sector with the esteemed guest, Nicolas Boucher, Founder of AI Finance Club. Discover how AI and technology are reshaping financial processes, enhancing productivity, and enabling finance teams to lead with innovation. This episode covers:The Evolution of AI in Finance: From simple chatbots to advanced generative AI.Practical Applications of AI: Learn how AI can streamline operations.AI's Impact on Business and GrowthThe Role of Finance Teams in AI Adoption: Discuss the importance of finance professionals becoming proficient with AI tools and technologies.Insights into the limitations of AI in finance and how to navigate these challenges effectively.Future-Proofing Finance with AI: The importance of selecting technology partners with a strong AI strategy.Links mentioned: Nicolas' Linkedin Learn more about Nicolas' work hereJoin the AI Finance Club Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
In this month's FTL episode on CFO 4.0, hosted by Hannah Munro, we delve into the intricacies of budgeting in the modern finance landscape. Focusing on shifting towards a more agile budgeting approach, Hannah shares invaluable insights and strategies to help finance professionals navigate the complexities of financial planning and transformation. Join us as we explore:Introduction to Agile Budgeting: Understanding the need for flexibility in financial planning.Different Budgeting Approaches: A deep dive into incremental, zero-based, and scenario-based budgeting.Top-Down vs Bottom-Up Budgeting: Analyzing the pros and cons of each approach.Strategies for aligning budget projections with current business run rates to minimise the need for frequent rebudgeting.Discussing the journey from basic to leading-edge planning capabilities.The importance of involving department heads and teams in the budgeting process for better alignment and accountability. How to evaluate the effectiveness of your budgeting process and the value it adds to the organisation.Links mentioned:February FTL: Navigating the Budgeting Process for Transformation SuccessRevisit previous Financial Transformation Live sessions Register for March's Financial Transformation Live sessionReserve a free one hour review session with Hannah Munro!CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
Join Hannah Munro and Jamie Irwin, Partner and Head of UK CFO Practice at Finatal, in an enlightening episode of CFO 4.0 that delves into the dynamic world of CFO recruitment in private equity. This episode sheds light on the unique challenges, opportunities, and career trajectories for CFOs navigating the private equity landscape. Key highlights include:Explore the intricate relationship between CFOs and Private Equity, including majority vs minority deals and the impact on CFO role recruitment.Dive into how CFO roles differ in Private Equity environments, from transformational tasks to exit-focused responsibilities.Discover the essential skills and personal traits that define successful CFOs in the Private Equity sector.Uncover insights into the recruitment process for CFOs in Private Equity.Get an overview of the latest salary trends and equity structures for UK CFOs in Private EquityGain valuable advice for professionals aspiring to step into CFO roles within Private Equity.Links mentioned in this episode: Jamie Irwin's LinkedIn Learn more about FinatalCFO Remuneration, Equity and Outlook Report 2023 | Finatal Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
Join host Hannah Munro in this enlightening episode of CFO 4.0 podcast, featuring returning guest Hannah Williams, CEO of Alacrity Foundation. Dive into a detailed exploration of the transition from a CFO to a CEO role, along with insights into effective team communication, board meeting management, and much more.Key Points Covered:Team Communication: Highlighting the importance of aligning team efforts with organisational goals.In-depth discussion on managing board meetings efficiently.The importance of giving and receiving feedback for continuous personal and organisational growth.The role of mentorship in leadership development and the power of leveraging networks for organisational growth.Colour Profiling in Professional CommunicationLinks mentioned in this episode Hannah William's LinkedIn Learn more about AlacrityAlacrity on InstagramListen to Alacrity’s Podcast ‘By Founders For Founders’Hannah’s Book Recommendation: Surrounded By Idiots: The Four Types of Human Behaviour by Thomas EriksonTake the True Colours Personality Test Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
This week's episode of CFO 4.0 we have a slight change to the usual format. We are excited to give you a sneak peak of our brand new podcast that is coming soon. Join Hannah Munro and itas’ Pre-sales consultant Paul Newton in this insightful first episode of 'itas Talks Sage Software' where we discuss the world of Sage Financial Software. In this pilot episode we dive into how Sage 50, Sage 200 and Sage Intacct handle financial consolidation, and which is the best choice for your business.We'd love for you to tune in and to give your feedback. In this episode, we cover:Understand the basic consolidation functionalities across Sage 50, Sage 200, and Sage Intacct.Learn about the consolidation process in Sage 50, including its limitations and unique features.Dive into the enhanced capabilities of Sage 200, particularly its departmental consolidation and flexibility.Discover the advanced consolidation options in Sage Intacct, including its ability to handle multiple currencies and drill-down reporting features.Contrast the three Sage products in terms of ease of use, functionality, and suitability for different organisational needs.Gain valuable insights from Paul's extensive experience with Sage software to guide your decision-making process.Links mentioned: Hannah’s LinkedInPaul’s LinkedInLearn more about itas SolutionsBe the first to hear about ‘itas talks Sage software’ here Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
Join Hannah Munro in this insightful episode of The Financial Transformation Live series.This episode is a comprehensive guide for finance professionals navigating the complexities of system audits and employing technology for efficient financial management.Key Points Covered:Discussion on ensuring system security, privacy, and user access controlsThe need for documenting financial processes, checklists, and standard operating procedures The shift towards digital approvals and controls in transaction processingInsights into the importance of controlling report design and ensuring the accuracy and consistency of financial reports.Strategies for monitoring changes in financial transactions.Encouraging a shift to digital auditsLinks mentioned:January FTL: Ensuring your system passes AuditRevisit previous Financial Transformation Live sessions Register for February's Financial Transformation Live sessionRequest a Requirement TemplateReserve a free one hour review session with Hannah Munro!CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
In this week’s episode of the CFO 4.0 podcast host Hannah Munro welcomes Chris Ortega, CEO at Fresh FP&A, for an engaging discussion, diving into the evolving world of Finance in 2024.In this episode, we cover:How finance professionals can transition from tactical to strategic rolesDelving into how AI is reshaping finance, from theoretical understanding to practical applications.Exploring the shift towards a more people-centric approach in finance.Discussion on the transition from traditional budgeting to rolling forecastsHow adopting new technologies can streamline operations, attract better talent, and push finance professionals to evolve beyond traditional tools like Excel.Understanding the changing landscape of finance careersLinks mentioned:Chris’ LinkedinLearn more about Fresh FP&A Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
Join Hannah Munro and guest Soufyan Hamid, Financial Storytelling Trainer at The Finance Circle, for an enlightening discussion on the transformative power of storytelling in finance. This episode explores how finance professionals can effectively communicate complex data through compelling narratives. Key points covered include:The Journey to Storytelling: Soufyan shares his transition from a technical auditor role to mastering storytelling in finance.Strategies for tailoring financial presentations to different audiences.Understanding the SCQA technique (Situation, Complication, Question, Answer) for engaging financial presentations.Tips on finding the right balance between crucial financial data and engaging storytelling.How to effectively communicate challenging financial updates in a business environment.The importance of CFOs in cascading financial storytelling skills throughout their teams.Links mentioned: Soufyan’s Linkedin Find out more about The Finance Circle Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
In this episode of the CFO 4.0 podcast join Hannah Munro, in an engaging conversation with Dominique Highfield, Chief Operating Officer of Purplebricks, as they delve into the dynamics of financial and operational leadership. In this episode, we explore:Insights into managing cash burn and transformational challenges at Purplebricks.Strategies for leading effectively during times of corporate and personal challenges.How to foster team resilience and support during restructuring and redundancies.Navigating corporate environments in both private and public sectors.The importance of vulnerability and emotional expression in corporate leadership roles.Advice for New C-Level Executives: Practical tips for those stepping into high-level roles.Links mentioned: Dominique’s LinkedIn Learn more about Purplebricks Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
In this new episode of the CFO 4.0 podcast join Hannah Munro as she interviews Scott Buchanan, the COO of Bitcoin Depot, about their journey to becoming a publicly listed company. This episode delves into the intricacies and challenges of taking a company through the IPO process, especially in the dynamic field of cryptocurrency. Key points covered include:Understanding the company's role as an operator of Bitcoin ATMs and its foundational history.The insights into why Bitcoin Depot chose the IPO route and the specific path they took.Discussing the changes in financial reporting and internal controls necessary for the transition from private to public.Scott’s experiences with the SEC's regulations, particularly for a cryptocurrency companyThe challenges and strategies in transitioning the team for public company requirementsKey insights and tips for businesses contemplating a similar pathLinks mentioned: Scott’s Linkedin Learn more about Bitcoin Depot Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
In this enlightening episode, join Hannah Munro in a heart-warming conversation with returning guest Sarah Watson, Director of Finance & Technology at Make-A-Wish® UK.Explore the fascinating world where finance meets philanthropy as they discuss the challenges and triumphs of granting wishes for children facing adversity. Here are some highlights from the episode:The evolving role of finance in charitable organisations.The impact of digital transformation and real-time reporting on decision-making.The exciting journey of integrating cryptocurrency donations into the non-profit sector.The importance of business partnering and enabling department managers to make informed decisions.Sarah's insights into the Make-A-Wish Foundation's mission and challenges.How you can make a difference by supporting the Make-A-Wish Foundation.Links mentioned within this episode:Sarah’s LinkedInLearn more about Make-A-Wish Leo’s StoryGet Involved with Make-A-Wish Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
Join us in this insightful episode of CFO 4.0 podcast as Hannah Munro explores the complexities of diversity and inclusion in the workplace with our special guest, Simon Fanshawe, Partner at Diversity by Design and Author of "The Power of Difference". In this episode, we explore: Insights into managing diversity and inclusion in the workplace, focusing on collaboration and understanding.Strategies for creating safe spaces for disagreement and effective communication.Challenges and opportunities in implementing diversity strategies in organisations.Real-world examples of diversity dynamics within large corporations and public sector institutions.Simon's perspectives on the current state of diversity and inclusion, and practical advice for managers and leaders.Links mentioned in episode Simon’s LinkedIn Learn more about Diversity by Design Simon’s Book, The Power of Difference Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
In this episode of the CFO 4.0 podcast, Hannah Munro chats with Dana Price, CFO of LifeLabs Learning. As a seasoned CFO with extensive experience in private equity-backed companies, Dana shares invaluable insights and practical advice on working with private equity firms, offering a glimpse into the dynamic world of finance transformation. Here are some key takeaways from the episode:Learn how to manage relationships with private equity investors and internal stakeholders effectively.Discover the differences between private equity and venture capital, and how they operate.Find out what private equity firms look for when considering investments and how businesses can prepare.Learn the importance of asking questions, even if they seem basic, to gain a deeper understanding.Discover why open and honest communication is crucial when working with private equity sponsors.Learn about the "no-nos" that can hinder your career in private equity, and how to steer clear of them.Links mentioned in this episode.Dana's LinkedinFind out more about LifeLabs Learning Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
In this insightful episode of Financial Transformation Live on the CFO 4.0 Podcast, hosted by Hannah Munro, we delve into the crucial aspects of calculating Return on Investment (ROI) for financial transformation projects. Key discussion points include:The transition from building a business case to a deep dive into calculating ROI.In-depth examination of ROI calculation, focusing on cost savings, and various elements like time savings, risk avoidance, and intangibles.Detailed exploration of costs not incurred, revenue generation, and the impact of intangibles on financial decisions.Emphasizing the importance of considering resource allocation and ongoing optimization in project investment.Top tips for establishing timeframes, managing volumes, and considering business ambitions in ROI calculations.Links mentioned:November FTL: Building a Business Case for Your Finance System Revisit previous Financial Transformation Live sessions Request a Requirement TemplateReserve a free one hour review session with Hannah Munro!CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
In this episode of CFO 4.0 podcast join Hannah Munro, as she chats with Paul Barnhurst ‘The FP&A Guy’, renowned financial modelling expert and host of the "FP&A Today" and "Financial Modellers' Corner" podcasts. Get ready to dive deep into the world of financial modelling and discover why it's such a crucial skill in the world of finance.Highlights from the episode:The importance of good assumptions in financial modelling.Practical tips for building accurate and useful financial models.The role of financial modelling in planning and decision-making.Strategies for more agile and effective budgeting and forecasting.The evolving role of FP&A professionals and how to gain a seat at the table.Links mentioned in this episodePaul’s LinkedInFind out more about The FP&A Guy Listen to FP&A Today Listen to Financial Modeller’s Corner Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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