CFO 4.0

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro chats with Karla Smith, CFO at Ogilvy UK, about her unique path to CFO and how finance operates at the heart of a creative, people-driven organisation.Key topics covered include:Karla's career journey from audit trainee to CFOHow to succeed in senior finance roles with flexible hours and build mutual trust with your organisation.The role of finance in creative industriesBuilding financial literacy across teams through internal trainingApproaching talent investment and balancing short-term results with long-term value.Tips for new CFOs on strategic planning, effective delegation, and building strong CEO partnerships.Links mentioned: Karla's LinkedinLearn more about Ogilvy Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Neil Lynchehaun unpacks the Records-to-Report (R2R) maturity model and shares hard-earned insights from decades in finance transformation. He challenges traditional finance thinking and explores how finance teams can shift from compliance to strategic enablement.What's covered in this episode:Why maturity models are tools for inspiration, not evaluationThe five levels of finance maturity, from statutory compliance to strategic insightHow poor tagging and manual journals hold finance backThe mindset shift from finance-led budgeting to operational-led planningReal-time accounting, continuous close, and eliminating month-end chaosBuilding finance functions that partner with, not trail behind, the businessLinks mentioned: Previous session: Understanding the P2P Maturity CurveConnect with Hannah MunroConnect with Neil LynchehaunWhich Sage Product is Right For You Quiz!Book a discovery call  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, we dive into the critical 30 to 60 day phase of a CFO's journey with returning guest Jeremy Earnshaw,  Founding Director of Clarendon and experienced CFO. Building on our previous conversation about the first 30 days, this episode explores how new CFOs can transition from learning to leading.

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro speaks with David Wood, Chair of London Futurists, about the accelerating pace of AI and its profound implications for business, society, and the future of work. Together, they explore the near-term possibilities and longer-term consequences of artificial intelligence—from transformation to potential turmoil.In this episode, we cover:Why some companies struggle with AI adoption The rise of neuro-symbolic AI and the combination of logic-based and intuitive systemsBreakthroughs in video generation, self-prompting AI, and the future of AI-generated mediaWhat Artificial General Intelligence (AGI) could mean for jobs, skills, and human relevanceHow emotional intelligence and adaptability will be essential skills for leaders in the AI eraLinks mentioned:David's Linkedin Learn more about London FuturistsLondon Futurists Meetups The Coming Wave: AI, Power and Our Future by  Mustafa SuleymanSupremacy: AI, ChatGPT and the race that changed the world by Parmy Olson Uncontrollable : The Threat of Artificial Superintelligence by Darren McKee Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro is joined once again by Rob Jackson, now Senior Associate Consultant at Protiviti UK. Rob reflects on his journey from leading finance operations at Sage to spearheading transformation projects in private equity-backed businesses. Together, they unpack what it really takes to deliver finance change, lead shared services, and balance organisational complexity.In this episode, we explore:Rob's experience transitioning from Sage to working in a private equity environment How to successfully drive incremental finance change The importance of defining clear goals and resisting the temptationBuilding and managing an effective Shared Service CentreThe critical role of stakeholder managementRob's top advice for new shared services leadersLinks mentioned: Rob's LinkedinLearn more about Protiviti Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0 – The PE CFO Series, Hannah Munro is joined once again by Richard Sanders, Founder and Managing Partner at Sullivan Street Partners. Together, they dive into “The Good, The Bad, and The Ugly” of private equity—an honest conversation unpacking what it's really like behind the boardroom doors of a PE-backed business.With a wealth of experience across corporate, startup and PE environments, Richard shares practical insights on how CFOs can protect their teams, influence direction, and stay focused on long-term value—even in short-term funding cycles.In this episode, they explore:The shift in relationships and leadership behaviours post-PE investmentWhat to retain (and what to adopt) when transitioning into a PE environmentThe evolving role of the CFO and how it differs from a Finance DirectorWhy month-end speed matters—and how it changes company mindsetBalancing investor expectations with long-term business thinkingThe signs of disengagement from your PE house—and how to respondLinks mentioned:Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, Neil Lynchehaun, Head of Transformation and Delivery at itas, takes you through a practical, experience-driven guide to understanding and improving the Purchase-to-Pay (P2P) process.You'll discover:Why we use maturity models and how they can inspire achievable steps forward.How to evaluate the impact of process improvements across:The full scope of the P2P process, including:Master data creation and maintenanceThe 5 maturity levels from basic transaction recording to strategic process leverage.Real-world characteristics and examples of each maturity stage.Insights into practical tools and enablers, including supplier portals, OCR, and dynamic discounting.Strategic tips for driving better supplier relationships, optimising working capital, and protecting your financial operations.Links mentioned:Previous session: Improving the Quote-to-Cash ProcessConnect with Hannah MunroConnect with Neil LynchehaunWhich Sage Product is Right For You Quiz!Book a discovery call  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsThis episode kicks off our new CFO 4.0 series exploring the first 100 days in a CFO role. Host Hannah Munro is joined by experienced CFO and coach Jeremy Earnshaw, who shares practical, battle-tested guidance on navigating the critical first 30 days in a new CFO position. Key topics coveredMaking a strong first impression and shifting from finance specialist to strategic leaderWhy liquidity is non-negotiable and how to validate cash flow assumptions earlyHow to uncover hidden issues in the balance sheet and financial controlsEngaging with stakeholders and building credibility across the businessLeading your team with clarity, consistency and high expectationsCommon missteps new CFOs make and how to avoid themLinks mentioned:Jeremy's LinkedinLearn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this inspiring and practical episode of CFO 4.0, host Hannah Munro welcomes back Susana Serrano-Davey—career mentor, leadership trainer, and author of the newly released Confidence is Overrated. Drawing from her journey from CFO to mentor and author, Susana shares powerful insights on how senior finance leaders can develop the soft skills essential for leadership success.In this episode, Hannah and Susana explore:Why confidence is often misunderstood—and how to support yourself through self-doubtHow to spot unhelpful behaviours that undermine your confidencePhysical signs of stress and how to manage them in high-pressure environmentsWhy active listening is a critical skill for CFOs and how to improve itThe importance of finding your voice and knowing which battles to pickA framework for having productive, high-stakes conversations at workLetting go of control to become more influential in leadership Links mentioned: Susana's LinkedinDiscover Susana's work hereRead Susanna's new book; Self-Confidence Is Overrated Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro speaks with Gemma Doran, CFO at Savea Technology Ltd, about the realities of leading finance in high-growth SMEs. From her unexpected start in journalism to managing multi-million-pound fundraises, Gemma reflects on what it takes to thrive as a CFO in fast-moving environments, how to balance optimism with realism in forecasting, and why adaptability and clarity are vital when raising capital.In this episode, Gemma discussesHer career journey from politics and journalism to finance leadershipThe pros and cons of different funding types, including SAFE and ASAWhy micro-level cashflow management is essential in SMEsThe true cost and complexity of fundraising for growthForecasting with flexibility in uncertain economic climatesThe importance of team development, communication and stakeholder buy-inLinks mentionedGemma's Linkedin  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, Hannah Munro dives into the critical steps for effective process mapping and how it can drive successful financial transformation. Discover practical insights on simplifying complexity and ensuring your processes are future-ready.Key takeaways include:The importance of involving sales, CRM, and IT leadership in process evaluations.How to identify, map, and validate use cases before redesigning processes.Strategies to prioritise high-impact areas and manage process exceptions.Why future-proofing your processes is essential for growth and scalability.Best practices for facilitating and documenting process mapping sessions.Tools for effective digital documentation and why real-time collaboration matters.Links mentioned:March FTL: Financial Transformation Live: Improving the Quote-to-Cash ProcessRevisit previous Financial Transformation Live  sessions Getting started with mapping out your finance processesWhy Salesforce Users Love Sage Intacct | On-Demand WebinarThe Getting Started Guide: Streamlining your Finance Processes Automate your finance processes with Sage Intacct | On-Demand WebinarCFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro sits down with Richard Sanders, Founder and Managing Partner of Sullivan Street Partners, to explore how CFOs can navigate their first 100 days in Private Equity, set the right priorities, manage investor expectations, and lay the groundwork for long-term success.Key topics covered:What CFOs should focus on when stepping into private equity ownership.How to identify risks, uncover hidden issues, and turn challenges into opportunities.How to set the tone, structure a strong agenda, and communicate effectively with investors.How to build trust with your Investment Director and avoid private equity stepping in too closely.Creating a strong 100-day plan and adjusting priorities based on due diligence insights.How to connect with other CFOs in the PE firm's portfolio and leverage peer learning.The Role of Transparency & Communication Links mentioned:Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro sits down with Peter Morgan, CEO of Deep Learning Partnership and head tutor at Oxford University's Saïd Business School, to explore the rapid rise of AI and its impact on finance.Key discussion points:Why advancements in AI have accelerated exponentially and what's driving the change.The key differences and why generative AI is leading the conversation.How LLMs work and their evolving role in business and finance.The risks of AI, the importance of regulation, and how businesses can ensure responsible use.Practical applications, from portfolio management to risk assessment and automation.How finance leaders can experiment with AI tools and integrate them into their workflows.Links mentioned:Peter's Linkedin Learn more about Deep Learning Partnership Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this fourth instalment of the Mastering M&A series, host Hannah Munro is joined by Jeremy Earnshaw, Founding Director of Clarendon and experienced CFO, to explore the journey from CFO to Non-Executive Director (NED). Whether you're considering your first NED role or want to understand the challenges and opportunities that come with it, this episode is packed with valuable insights.In this episode, we discuss:How the role differs from an executive position and the mindset shift requiredThe reality of NED roles vs. advertised time commitmentsHow to assess opportunities and avoid roles that aren't the right fitCommon pitfalls, governance struggles, and difficult board dynamicsThe key to being an effective NEDTips for aspiring NEDs, including building experience and crafting the right CV Links mentioned:Jeremy's LinkedinLearn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live Hannah Munro explores how finance leaders can step up and take a more strategic role in driving change and process improvement across their organisations.With AI and automation set to reshape finance, CFOs and finance teams must shift their focus beyond transactional tasks and become catalysts for business transformation. Hannah dives into the opportunities for finance to lead cross-departmental change, break down silos, and enhance operational efficiency.Key Topics Covered:The evolving role of finance in a world of AI & automationWhy finance is uniquely positioned to drive change across the businessHow to identify inefficiencies and streamline finance processesThe importance of cross-departmental collaboration in transformation projectsStrategies for overcoming resistance to change and building consensusThe role of finance in breaking down data silos and improving decision-makingLinks mentioned:February FTL: Financial Transformation Live: The Finance-Driven Approach to Smarter Business ProcessesRevisit 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!

Send us your thoughtsIn this episode of the CFO 4.0 Podcast, host Hannah Munro sits down with Phil Moses, CFO at Octavius, to discuss his fascinating career journey from working in PLCs to Private Equity-backed businesses. With experience spanning insurance, telecoms, infrastructure, and construction, Phil shares his lessons on managing investors, driving financial strategy, and adapting to different ownership models.Key topics covered in this episode:How Phil approached investor engagement and messaging in the PLC world, including handling difficult conversations.Key differences in reporting, decision-making speed, and working with multiple investors.Challenges of goal alignment, board dynamics, and the role of a strong chairperson in creating consensus.The importance of transparency, relationship-building, and setting realistic yet ambitious targets.How PE expectations differ from the public market approach.Links mentioned:Phil's Linkedin Learn more about Octavius Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro welcomes back Private Equity expert Richard Sanders, Founder and Managing Partner of Sullivan Street Partners, for the next episode of The Private Equity CFO. Together, they break down the key considerations for businesses looking to secure Private Equity investment, the challenges of the process, and how CFOs can prepare to maximize returns.Key topics covered include:Is Private Equity the right option for your business?What makes a business ‘mature' enough for Private Equity?Red flags that Private Equity investors watch out forFinding the right private equity house and corporate finance advisor:The Private Equity investment process: What to expectThe CFO's role in Private Equity investment Links mentioned:Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn 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:Stuart's Linkedin Learn more about Optalysis Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn 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!

Send us your thoughtsIn 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!

Send us your thoughtsIn 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!

Send us your thoughtsIn 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!

Send us your thoughtsIn 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!

Send us your thoughtsIn 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!

Send us your thoughtsIn 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 CFOs Links mentioned:Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsJoin 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. Key discussion points include: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.Links mentioned: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!

Send us your thoughtsIn 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 ArchitecturePlease 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!

Send us your thoughtsIn 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&A Links mentioned:Jeremy's LinkedinLearn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn 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!

Send us your thoughtsIn 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!

Send us your thoughtsIn 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. Topics include: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 ArchitectureLinks 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!

Send us your thoughtsIn 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!

Send us your thoughtsIn 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!

Send us your thoughtsIn 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!

Send us your thoughtsIn 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!

Send us your thoughtsIn 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 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.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!

Send us your thoughtsIn 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!

Send us your thoughtsJoin 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 LinkedinLearn more about Aditude  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro highlights the common reasons why finance technology projects often fail. With insights from years of experience in financial transformation, Hannah shares real-world examples and practical advice to help you navigate your next project successfully.Key topics covered include:How to avoid heading in the wrong direction by setting the right goals.Why breaking your project into manageable phases leads to better success.Why it's essential to optimise your processes, not just automate them.Understanding how different attitudes towards change impact your project.Why clean data is critical for your project's success.Links mentioned: Hannah's LinkedinLearn more about itas solutions  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro talks about the art of presenting a compelling business case for financial transformation. Whether you're aiming to gain executive buy-in or refine your strategy, this session is packed with actionable insights to help you succeed.Key topics covered:Learn the essential components that make a business case compelling and effective.Explore the importance of justifying the need for transformation, especially in today's volatile environment.Discover how to present multiple options, including the risks of inaction, to ensure informed decision-making.Get insights on calculating the total cost of ownership and the importance of including resourcing costs in your proposal.Understand the benefits of a phased implementation approach and how to set realistic timelines and expectations.Learn how to identify and mitigate risks associated with financial transformation projects to build confidence in your plan.Find out how to plan out an effective technology implementation project and ensure a smooth transition.Links mentioned:August FTL: Presenting The Business CaseRevisit 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!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro is joined by Aaron Harris, Global CTO of Sage, to explore the transformative power of AI and technology in the finance sector.This insightful conversation covers:How technology is shifting CFOs from record-keepers to strategic leaders.The role of AI in automating workflows and enabling digital transformation.How to ensure confidence in AI-driven systemsBeyond AI, what other innovations are shaping the future of finance?The rise of digital networks and the global shift towards e-invoicing.Where AI excels and where human judgment remains crucial.Links mentioned:Aaron's LinkedinLearn more about SageSage's report: The secrets of successful CFOs Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this weeks episode of CFO 4.0, Hannah Munro sits down with Luigi Testa, CFO at LinkSquares, to discuss his journey and the incredible growth story of LinkSquares. Luigi shares his insights on transitioning into the CFO role, navigating funding rounds, and scaling the finance function within a rapidly growing company. Key points covered:The importance of strategic finance skills over traditional accounting backgrounds in the CFO role.Insights into the Series A to Series C funding processes, including investor expectations and maintaining clean financials.Common challenges during rapid growth and the importance of resilience and problem-solving.Key financial metrics and unit economics crucial for SaaS companies and how they evolve.Strategies for hiring the right talent and balancing process and control with growth objectives.Links mentioned:Luigi's Linkedin Learn more about LinkSquaresLuigi's Book Recommendation: The 12 Week Year: Get More Done in 12 Weeks than Others Do in 12 Months  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this weeks episode of CFO 4.0 join Hannah Munro as she interviews Alex Ladd, CEO of Mindstream Analytics, Discover key insights and strategies for successful financial transformation projects. In this episode, we cover:The importance of customer involvement and realistic expectations.How to identify data issues through process evaluation rather than just data accuracy.The critical role of change management in the success of transformation projects.The importance of ongoing investment and seeing technology as a journey, not just a project.How performance management tools have evolved and the impact of AI and machine learning.The necessity of clear communication and setting expectations with all stakeholders.Links mentioned: Alex's LinkedinLearn more about Mindstream Analytics  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, hosted by Hannah Munro, we look into the practical aspects of calculating the financial benefits of your new transformation project. This session is inspired by a listener's request for a more detailed example of building a financial business case. Key points covered include:Learn how to estimate the financial ROI over a five-year periodUnderstand the value of better reporting and analyticsDiscover methods to measure time saved and efficiency gainsAssess the impact of better credit control and customer portal implementations on cash flowEvaluate the financial impact of mitigating risks such as fraudLinks mentioned:July FTL: Calculating the Financial Benefit of Your New Transformation ProjectRevisit previous Financial Transformation Live  sessions Register for August's Financial Transformation Live sessionCFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of the CFO 4.0 Podcast, Hannah Munro, is joined by Sara Daw, Co-founder and Group CEO at the CFO Center and the Liberti Group. Sara shares her journey from the corporate world to founding the CFO Center, and provides valuable insights into the evolving role of CFOs, particularly in the context of fractional and part-time positions.Key topics covered in this episode:The concept and benefits of fractional and part-time CFO roles for SMEs.The unique challenges and opportunities fractional CFOs face compared to their full-time counterparts.Strategies for effective financial management and planning in smaller businesses.The impact of technological advancements and AI on the CFO role.The integration of ESG and DEI initiatives within the CFO's responsibilities.The future of the C-suite and the growing importance of flexibility and adaptability in leadership roles.Links mentioned Sara's Linkedin Learn more about The CFO CentreLearn more about The Liberti GroupLearn more about Sara's work hereSara's book “Strategy and Leadership as Service” Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro is joined by Jason Godley, CFO of Xactly Corp. as they the critical soft skills necessary for successful CFOs. Exploring how effective communication and strategic thinking are key to driving business success. Jason shares insights from his extensive career, offering valuable advice for both aspiring and seasoned CFOs.Key Discussion Points:Importance of clear and succinct communication with boards and CEOsStrategies for presenting complex decisions and balancing risksAdapting communication styles for different CEO personalitiesTechniques for managing challenging board dynamics and building relationshipsEngaging employees and explaining financial concepts in relatable termsLinks mentioned: Jason's Linkedin Learn more about XactlyJason's Book Recommendation: Think Again: The Power of Knowing What You Don't Know by Adam Grant Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro is joined by co-host Paul Newton, Pre-sales Consultant at itas, to delve into the essential components of successful financial transformation projects. Topics covered include:Defining Project Scope and Priorities: Tips on setting clear goals and involving the right stakeholders.Budget and Resource Management: Discussing the importance of budget considerations and resource allocation.Integration and Implementation Strategies: Exploring the pros and cons of Big Bang versus phased approaches.Data Quality and Migration: Assessing and improving data quality before migration.Optimisation and Continuous Improvement: Ensuring ongoing value and practical tips for continuous improvement.Choosing the Right Partner: Key questions to ask potential partners and the importance of long-term support.Links mentioned:Hannah's LinkedInPaul's LinkedInLearn more about itas Solutions Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of the CFO 4.0 podcast, Hannah Munro talks to Michelle Pendergast, Group Finance Director at The Lowry Theatre. Michelle shares her unique journey from dance college to heading finance at one of the UK's leading cultural venues.This episode covers:Michelle's transition from a creative background in dance to a career in finance.The challenges and strategies of managing finances in a non-profit organisation.Insights into The Lowry's budgeting and forecasting processes for their diverse range of performances.Balancing commercial and non-commercial activities to support The Lowry's mission.Implementing cost-effective financial practices in a charitable setting.The importance of aligning finance with the organisation's artistic and community objectives.Engaging with various departments and stakeholders to communicate financial data effectively.The role of finance in supporting The Lowry's social and economic impact initiatives.Links mentioned: Michelle's LinkedinLearn more about The Lowry Theatre Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, Hannah Munro explores the essential topic of designing robust finance data structures. This month's session examines various aspects of financial data design, ensuring it meets both current and future needs.Topics covered in this episode:Components of Strong Financial Data DesignCommon Mistakes and RisksEnsuring the Right Financial StructureSystem Capabilities: Evaluating system layers, dimensions, and available reporting toolsPractical Testing and FeasibilityMigration and PlanningLinks mentioned: June FTL: Navigating Process Improvement on the Maturity ScaleRevisit previous Financial Transformation Live  sessions Register for July's Financial Transformation Live sessionCFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this special episode of CFO 4.0, Mark Blackmore steps in for Hannah Munro to provide a mid-year roundup of our podcast's most impactful conversations from 2024. Join us as we revisit the wisdom, laughter, and ground-breaking ideas shared by our remarkable guests.Key Highlights:January:Scott Buchanan on the challenges and preparations for taking a company through the IPO process.Dominique Highfield from Purple Bricks on the dynamics of financial and operational leadership.Soufyan Hamid on the transformative power of storytelling in finance.Chris Ortega on generative AI and navigating business uncertainty.February:Hannah Williams, CEO of Alacrity, on effective team communication and the transition from CFO to CEO.Jamie Irwin on the dynamic world of CFO recruitment in private equity.March:Nicholas Boucher on the transformative power of Artificial Intelligence in finance.Tory Bauman on the intricacies of financial planning and analysis in telecommunications infrastructure.Christian Frantz Hansen on balancing quantitative and qualitative measures in performance management.April:Andy Burrows on developing a business-focused finance mindset.Marie Charpentier on transforming finance teams in high-growth companies.Clive Webb on the pivotal role of sustainability in mergers and acquisitions.May:Katrina Nacci on the complexities of US GAAP and proactive planning.Arjit Kumar on leading through major organisational changes.Howard Friedman and Akshay Swaminathan on leveraging data science for business success.June:Chris Lloyd Mostyn on mastering project requirements in financial transformation.David B Horne on fundraising, scaling businesses, and the challenges faced by diverse founders in venture capital.Episodes mentioned:158. The Road to IPO: A Bitcoin Depot Story with Scott Buchanan159. A Leadership Journey at Purplebricks – Insights into Cash Burn, Resilience, and Transformational Triumphs with Dominique Highfield160. Transforming Numbers into Stories: The Power of Financial Communication with Soufyan Hamid161. Navigating 2024: Agility, AI, and People-Centric Finance with Chris Ortega164. Leadership Evolution: Transforming from CFO to CEO with Hannah Williams165. PE Backed | Insider Information on the Recruitment of CFOs in Private Equity with Jamie Irwin167. AI's Role in the Future of Finance with Nicolas Boucher168. PE Backed | The Evolution of a Finance Leader: Journey Through Audit, IPO, Acquisitions to Private Equity with Tory Bauman169. Balancing Acts: Performance Management in Finance with Christian Frantz Hansen171. Beyond Numbers: Cultivating a Business-Focused Finance Mindset with Andy Burrows172. Global Expansion Tactics: Finance Strategies for Success with Marie Charpentier Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsJoin Hannah Munro as she interviews David B. Horne, Founder of Add Then Multiply and Funding Focus. With over 20 years of experience as a CFO, David shares his wealth of knowledge on fundraising, scaling businesses, and the challenges faced by diverse founders in the venture capital industry. Key topics covered include:Insights from David's extensive experience as a CFO across various industries and his transition to running his own business.The current market difficulties, inherent gender biases, and the lack of diversity in the venture capital industry.Exploring crowdfunding, angel investing, and family offices as viable alternatives for conservative growth plans.David's FACE methodology (Fund, Acquire, Consolidate, Exit) for driving business growth and successful scaling.Key considerations and best practices for merging and integrating businesses post-acquisition.The critical role of CFOs in financial modelling, scenario planning, and ensuring the financial health of the business.Links mentioned: David's LinkedinLearn more about Add then MultiplyRead David's Book 'Add then Multiply'Read David's Book 'Funded Female Founders' Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!