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In this episode of CFO 4.0, Hannah Munro speaks with Stuart Mellis, CFO of Optalysis, about his journey to CFO, the challenges of scaling deep tech startups, and navigating fundraising, investor relations, and financial planning in an emerging market.
Key topics covered:
Private equity vs venture capital – key differences in expectations and investment approachesManaging investor relationships – balancing trust, communication, and transparencyFundraising in deep tech – navigating challenges and pitching to the right investorsFinancial planning & budgeting – setting realistic growth targets in an emerging marketAdvice for new CFOs – the importance of coaching, board management, and asking the right questionsLinks mentioned:
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In this third instalment of the Mastering M&A series, Hannah Munro is joined by Jeremy Earnshaw, Founding Director of Clarendon and experienced CFO, to delve into the complexities of business disposals.
Key topics discussed:
The difference between being sought out by a buyer vs proactively seeking a sale.Essential preparations for making your business attractive to potential acquirersThe critical role of the CFO in managing the disposal process and overseeing data flow.The importance of establishing good buyer relationships Deal structures: earn-outs, share exchanges, and the implications for sellers.Warranties, indemnities, and legal considerations The cultural and operational implications of a sale for the management team and employees.Links mentioned:
Jeremy's LinkedinLearn more about Clarendon Executive Coaching and Mentoring 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 is joined by Alwyn Jones, Group CFO at Luno and returning guest on the podcast. Alwyn shares his journey of broadening his perspective by stepping into a Non-Executive Director (NED) role and reflects on how it has shaped his leadership approach. This engaging conversation covers a range of topics, including:
The evolving responsibilities of CFOsKey insights into the dynamics of a Non-Exec role,The challenges and surprises of stepping into a Non-Exec roleAdvice for aspiring NEDs, including tips on networking.Reflections on how the NED role has enriched his perspective and improved his effectiveness as a CFO.Links mentioned in this podcast:
Connect with Alwyn Jones on LinkedInLearn more about Luno Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of CFO 4.0, host Hannah Munro is joined by Richard Sanders, Founder and Managing Partner of Sullivan Street Partners, for the second instalment in our The Private Equity CFO series. Together, they delve into the complexities of private equity and its implications for CFOs.
Key topics covered include:
Exploring the balance between capability and comfort zone, and what CFOs can do to prove their value.How private equity-backed businesses differ in their expectations for timely, actionable financial data.Insights into cash flow management, covenant models, and other critical reporting differences.From diagnosing the state of the business to building trust with private equity partners, strategies for success in the first 100 days.Building trust, communicating effectively, and staying aligned with the investment strategy.Tactics for transparency, preparedness, and maintaining credibility under pressure.Links mentioned:
Richard's LinkedinLearn more about Sullivan Street Partners 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 sits down with Danyaal Shah, CFO of Nokkel, to explore his unique journey from investment banking to becoming a strategic financial leader. Danyaal shares valuable insights into the evolving role of CFOs, offering actionable advice for those aiming to excel in financial leadership.
Topics covered include:
How his background in investment banking and M&A shaped his approach to the CFO role.Key steps to ensure your business is investor-readyHow to balance growth and profitability while keeping CAC under control.Why realistic scenarios and investor-friendly cash flow forecasts are essential for success.Insights into managing debt and aligning financial strategy with cash flow stability.Practical tips for those transitioning into the CFO role from non-traditional backgrounds.Links mentioned:
Danyaal's LinkedinLearn more about Nokkel Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of CFO 4.0, host Hannah Munro welcomes back Jeremy Earnshaw, Founding Director of Clarendon, for the second instalment of the Mastering M&A series. Jeremy, a seasoned CFO coach and mentor, shares invaluable insights into structuring deals and preparing for a successful merger or acquisition.
Join us as we explore:
The key steps in structuring a deal, including understanding objectives, optimal exit strategies, and assessing readiness.The critical role of the CFO in managing the M&A process, from internal due diligence to project management.How to evaluate business value and address tax implications for potential buyers.Strategies to navigate due diligence, protect sensitive information, and negotiate effectively.The importance of preparing the organisation, including staff retention, contract management, and intellectual property.Top tips for CFOs to assess their readiness to sell and ensure a smooth transaction process.Links mentioned:
Jeremy's LinkedinLearn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of CFO 4.0, host Hannah Munro speaks with Mark Blakemore, CFO at Compleat Software, about the unique challenges and opportunities of working in SaaS finance. Mark shares valuable insights from his 30+ year career in finance, offering a detailed look into the world of SaaS, including practical advice for CFOs and finance professionals aspiring to break into the sector.
Key topics covered in this episode:
Mark's journey to becoming a CFO and his transition from audit to SaaS finance.The evolution of SaaS models and the challenges of shifting from perpetual licences to recurring revenue.Key metrics for SaaS CFOs, including MQL-to-win ratios, CAC, and revenue growth levers.The importance of cross-functional collaboration with sales, marketing, and engineering teams.Lessons learned from managing cultural differences and communication challenges in international teams.Links mentioned:
Mark's LinkedinLearn more about Compleat Software 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 kicks off The World of CFOs in Private Equity series by exploring the fascinating world of PE with Richard Sanders, Founder and Managing Partner of Sullivan Street Partners.
Dive into the dynamics of private equity and learn what it takes to succeed as a CFO in this unique investment environment.
Key discussion points include:
An overview of private equityThe internal structures of private equity firmsHow CFOs can understand the type of private equity backing their organisationThe concept of leveraged buyouts, including how debt is used to maximise returnsThe varying levels of private equity involvement in businessesKey strategies for value creation.Essential skills and expectations for private equity CFOsLinks mentioned:
Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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Join Hannah Munro in this thought-provoking episode of CFO 4.0 as she sits down with Clive Webb, Head of Business Management at ACCA, to explore the latest insights from ACCA's ground breaking research, Finance Evolution. Together, they discuss the challenges and opportunities shaping the finance function of tomorrow.
How finance teams can position themselves as custodians of reliable data.Emerging roles like Sustainability Controllers and Data Governance LeadsThe rise of AI, machine learning, and e-invoicing, and their impact on forecasting and compliance.The role of finance in bridging the gap with accurate and integrated data.The skills needed to build predictive models and adapt to rapid changes in the business landscape.Bridging the gap between traditional roles and the demands of the future.
Key discussion points include:
Clive's LinkedinLearn more about the ACCAFinance evolution report: Thriving in the next decade Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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In this episode of Financial Transformation Live, Hannah Munro explores how to assess and optimise your current financial systems to support your organisation’s goals. As the final live session of the year, this episode is packed with actionable advice and frameworks to help finance leaders plan their next steps for system improvements.
Tune in to learn:
The four key components of a financial technology stack: controls, compliance, reporting, and process efficiency.A comprehensive framework for assessing your financial systems, including:Understanding strategic direction and goals.Gathering feedback and insights from stakeholders.Performing process documentation and Excel audits.Running reporting assessments and SWOT analyses.Practical tips to improve month-end efficiency and reduce close times.10 quick wins to optimise your financial systems, from automating bank feeds to improving credit control.How to decide whether to enhance your current system or invest in a new platform using a traffic light evaluation method.Insights into leveraging your team’s expertise and industry benchmarks for continuous improvement.Links mentioned:
Building a Future-Proofed Reporting Architecture
Please reach out to Hannah via LinkedIn if you'd like to be notified once our Sage Systems Feedback document is live!Getting Started with Mapping Out Your Finance ProcessesBreaking the Excel Addiction - Are you Over-Reliant on Spreadsheets?Reduce Your Month-End Close TimeHelpful Guides for Sage 50, Sage 200, and Sage IntacctSage Intacct On-Demand DemoSage 200 Standard Coffee Break DemoSage 200 Interactive Demo Sage 50 Coffee Break DemoDownload your System Audit TemplateNov: Financial Transformation Live | Assessing Your Current Financial Systems Revisit previous Financial Transformation Live sessions CFO 4.0 Monthly BriefingFinancial 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 is joined by Jeremy Earnshaw, Founding Director of Clarendon in the first instalment of a series of discussions on the complexities and challenges of mergers and acquisitions (M&A). Jeremy draws on his wealth of experience in executing over 25 transactions to offer practical advice for CFOs embarking on their M&A journey.
Key topics covered include:
The importance of aligning M&A activity with organisational strategyUnderstanding the critical role of the C-suite in the M&A processHow to assess whether your organisation is ready for an acquisitionCultural integration and its impact on post-acquisition successThe role of due diligence and disclosures in mitigating potential issuesHow to balance day-to-day responsibilities with the demands of M&ALinks mentioned:
Jeremy's LinkedinLearn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this week’s episode of CFO 4.0, host Hannah Munro sits down with Tom Miller, Finance Director at Illuma Technology, to discuss the critical role of finance leaders in both crisis management and everyday operations. From navigating the challenges of COVID-19 to mastering cash flow and cost control, Tom shares invaluable lessons that every finance professional can apply.
Key topics include:
Discover how Tom’s journey from big four training to startups shaped his approach to the CFO role.Insights on building resilience and demonstrating leadership during the volatile COVID-19 period.Learn Tom’s strategies for ensuring cash flow stabilityPractical advice on negotiation with suppliers, landlords, and even tax authorities to maintain financial health.Explore Tom’s methods for enforcing cost discipline and incentivising budget adherence within the organisation.How finance can be more approachable, service-oriented, and add strategic value across the organisation.Links mentioned:
Tom's LinkedinLearn more about Illuma TechnologyTom's Book Recommendation: Never Split the Difference: Negotiating as if Your Life Depended on It By Chris Voss 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 is joined by Phil Richards, CFO of GiG, to delve into his journey to CFO and the complex path of taking a company public. Phil shares his experiences and insights from leading GiG’s IPO on the Swedish First North, discussing the planning, challenges, and strategic choices involved.
Here’s what you can expect:
Phil discusses what makes the gaming industry unique and why it continues to be an exciting and evolving space.Insights into the decisions and steps that took GiG public, including splitting from a parent company and selecting the Swedish First North market.How GiG navigated complex regulatory, tax, and investor expectations.The role of a CFO in maintaining investor interest post-IPO, balancing growth targets, and keeping the company’s story fresh.Phil shares practical advice on choosing the right stock exchange, managing advisors, and aligning teams for IPO success.Links mentioned:
Phil's Linkedin Learn more about GiG Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast! -
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In this episode of Financial Transformation Live, hosted by Hannah Munro, we dive into the essential strategies for building a sustainable and future-proof financial reporting architecture. Whether you're navigating reporting for the first time or refining an existing structure, this session covers critical insights and best practices to ensure longevity, flexibility, and clarity in your financial data systems.
Understanding and Gathering Reporting RequirementsDesigning with Your Business Model in MindAssessing and Aligning Data Structures with System CapabilitiesValidating Input Processes and PermissionsIntegrating with Existing Systems and Future-Proofing StructuresKey Dos and Don’ts for Reporting Architecture
Topics include:Links mentioned:
October FTL: Financial Transformation Live: Building a Future Proofed Reporting ArchitectureRevisit previous Financial Transformation Live sessions CFO 4.0 Monthly BriefingFinancial 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 sits down with Tatiana Okhotina, CFO of Token, to explore her journey in FinTech and discuss key challenges in scaling global finance teams in a rapidly evolving industry. Tatiana shares valuable insights into building diverse, high-performing teams and balancing the unique demands of a growing FinTech company.
Tune in to hear about:
Key considerations when scaling finance teams globally, especially in regulated industries.How FinTech companies differ from traditional tech businesses in terms of complexity, risk, and compliance.The role of communication and cultural understanding in managing remote, global teams.Tatiana’s approach to building relationships within her team and with the board.How sustainability and ESG initiatives play a vital role in FinTech and her passion for building sustainable businesses.Links mentioned:
Tatiana's LinkedinLearn more about Token Tatiana's Book Recommendation: The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth 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 sits down with Byron Cowie, Director of Finance at Elliptic and former Head of Reporting and Control at Luno, to discuss his incredible journey across two innovative fintech companies. Tune in as Byron shares his experiences in scaling teams, managing volatility, and navigating the world of crypto exchanges.
Key topics covered in this episode:
Byron's transition from traditional finance roles to scaling Luno, a global crypto exchangeThe importance of the right hires, scalable finance systems, and the challenge of maintaining financial controlHow Byron and the Luno team navigated the volatile nature of the crypto marketBuilding effective controls, team onboarding, and communication strategies Byron’s move to blockchain analytics, focusing on how his experiences at Luno have shaped his approach in his new role.Links mentioned:
Byron's Linkedin Learn more about EllipticByron's Book Recommendation: In Math We Trust By Simon Dingle 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 is joined by Alex Baulf, VP of E-Invoicing at Avalara, to discuss the growing trend of electronic invoicing and how it is reshaping businesses globally.
Alex shares valuable insights into the current and future state of E-Invoicing across Europe, the US, and beyond, offering CFOs and finance leaders essential advice on how to prepare for upcoming changes.Key points covered in this episode:
What is E-Invoicing, and why is it gaining traction globally? Differences between the US and other countries, and the efforts of the Digital Business Network Alliance (DBNA).Why tax authorities are pushing for E-Invoicing to close the VAT gap and improve tax collection.How E-Invoicing can lead to faster payments, reduce costs, and streamline operations.What CFOs need to consider now, as the UK prepares to follow the global trend of E-Invoicing mandates.How finance teams can get ready for E-Invoicing by assessing their data, technology, and compliance strategies.Links mentioned:
Alex's Linkedin Learn more about Avalara 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 sits down with Brad Channer, CFO at UBIO, to discuss the challenges and strategies of scaling and fundraising in fast-growing companies. Brad shares his unique journey from acting to finance, alongside valuable insights on how to lead, communicate, and navigate the world of Series A funding and beyond.
Key highlights include:
From actor to CFO, lessons learnt from the entertainment and tech industriesChallenges and best practices for managing Series A and Series B funding roundsBalancing growth expectations with realistic targets in fundraisingHow understanding different communication styles (including love languages!) can improve relationships with founders, investors, and teamsTips on managing expectations, fostering collaboration, and maintaining trustHow to identify and manage narcissistic founders, with advice on protecting yourself emotionallyLinks Mentioned:
Bradley's LinkedinLearn more bout UBIO 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, 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.
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 implementationTraining 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.
Here’s what you’ll discover in this episode:Links mentioned:
September FTL: Ensuring a Successful Finance Systems Implementation ProjectRevisit previous Financial Transformation Live sessions CFO 4.0 Monthly BriefingFinancial 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! - Laat meer zien
